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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$1.01B +$44.1M +2,194,084 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$710M +$17.3M +861,090 +3%
Morgan Stanley
3
Morgan Stanley
New York
$535M +$51.8M +2,580,212 +11%
Capital Research Global Investors
4
Capital Research Global Investors
California
$350M
Bank of America
5
Bank of America
North Carolina
$311M +$67.6M +3,363,670 +30%
Principal Financial Group
6
Principal Financial Group
Iowa
$301M +$13.3M +659,713 +5%
UBS Group
7
UBS Group
Switzerland
$221M +$86.4M +4,303,088 +69%
Citigroup
8
Citigroup
New York
$203M +$82.8M +4,122,549 +75%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$201M -$2.32M -115,490 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$188M +$15.1M +752,021 +9%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$176M -$8.07M -401,700 -5%
AI
12
Ariel Investments
Illinois
$170M -$8.28M -412,119 -5%
PI
13
Putnam Investments
Massachusetts
$163M +$5.12M +254,778 +3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$159M +$152M +7,542,624 New
Deutsche Bank
15
Deutsche Bank
Germany
$142M +$4.5M +223,807 +3%
KKRC
16
Kohlberg Kravis Roberts & Co
New York
$98.3M
CS
17
Credit Suisse
Switzerland
$94.6M +$9.7M +483,069 +12%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$94.2M -$35M -1,741,812 -28%
AIM
19
Artemis Investment Management
United Kingdom
$90.6M -$14.8M -736,905 -15%
Goldman Sachs
20
Goldman Sachs
New York
$82.4M +$16.1M +801,296 +26%
Wells Fargo
21
Wells Fargo
California
$74.9M -$335K -16,659 -0.5%
O
22
OppenheimerFunds
New York
$74.4M -$5.04M -250,893 -7%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$68.2M +$17M +844,754 +35%
AllianceBernstein
24
AllianceBernstein
Tennessee
$68M -$38.9M -1,938,210 -37%
Renaissance Technologies
25
Renaissance Technologies
New York
$67.2M -$26.7M -1,327,299 -29%