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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$1.01B +$43.3M +1,950,000 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$537M -$162M -7,301,427 -22%
Morgan Stanley
3
Morgan Stanley
New York
$429M -$94.8M -4,265,368 -17%
Capital Research Global Investors
4
Capital Research Global Investors
California
$389M +$56.7M +2,551,000 +15%
JP Morgan Chase
5
JP Morgan Chase
New York
$368M +$205M +9,227,804 +104%
Bank of America
6
Bank of America
North Carolina
$330M +$33.4M +1,504,019 +10%
Principal Financial Group
7
Principal Financial Group
Iowa
$295M +$5.28M +237,568 +2%
UBS Group
8
UBS Group
Switzerland
$226M +$13.5M +606,529 +6%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$225M +$33.6M +1,510,523 +16%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$213M +$66M +2,970,558 +39%
Citigroup
11
Citigroup
New York
$207M +$13.2M +594,242 +6%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$171M +$535K +24,073 +0.3%
AI
13
Ariel Investments
Illinois
$159M -$4.92M -221,222 -3%
PI
14
Putnam Investments
Massachusetts
$157M -$264K -11,863 -0.2%
CS
15
Credit Suisse
Switzerland
$117M +$28.1M +1,263,968 +28%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$112M +$23.7M +1,065,400 +24%
ACM
17
AKRE Capital Management
Virginia
$97.4M +$107M +4,800,000 New
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$94.7M
Goldman Sachs
19
Goldman Sachs
New York
$94.1M +$16M +718,561 +18%
AIM
20
Artemis Investment Management
United Kingdom
$84.8M -$2.75M -123,841 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$79M -$63.5M -2,855,672 -42%
Wells Fargo
22
Wells Fargo
California
$67.7M -$4.86M -218,915 -6%
AllianceBernstein
23
AllianceBernstein
Tennessee
$66.2M +$687K +30,921 +1%
Alkeon Capital Management
24
Alkeon Capital Management
New York
$65.7M -$92.7K -4,170 -0.1%
Barclays
25
Barclays
United Kingdom
$58.8M +$974K +43,841 +2%