KKR & Co. Inc.
GB ˙ LSE ˙ US48251W1045
93,56 $ ↓ -1,37 (-1,44%)
2026-06-05
DEL PRIS
SecurityGB:0Z1W / KKR & Co. Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership15,100 shares
Latest Disclosed Value $ 1,397,075
Prospera Financial Services Inc reports 158.08% increase in ownership of 0Z1W / KKR & Co. Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 15,100 shares of KKR & Co. Inc. (GB:0Z1W) valued at $1,397,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,851 shares of KKR & Co. Inc.. This represents a change in shares of 158.08% during the quarter. The current value of the position is $1,412,756 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F KKR COM 48251W104 15,100 9,249 158.08 1,397 87.27 0.0225
2026-02-09 2025-12-31 13F KKR COM 48251W104 5,851 2,079 55.12 746 52.24 0.0122
2025-11-06 2025-09-30 13F KKR COM 48251W104 3,772 -60 -1.57 490 -3.73 0.0084
2025-08-06 2025-06-30 13F KKR COM 48251W104 3,832 -244 -5.99 510 8.07 0.0095
2025-05-15 2025-03-31 13F KKR COM 48251W104 4,076 -721 -15.03 471 -33.57 0.0108
2025-02-13 2024-12-31 13F KKR COM 48251W104 4,797 -283 -5.57 710 6.94 0.0165
2024-11-07 2024-09-30 13F KKR COM 48251W104 5,080 -196 -3.71 663 19.46 0.0169
2024-08-13 2024-06-30 13F KKR COM 48251W104 5,276 966 22.41 555 28.18 0.0154
2024-08-13 2024-03-31 13F KKR COM 48251W104 4,310 -506 -10.51 434 8.52 0.0129
2024-02-14 2023-12-31 13F KKR COM 48251W104 4,816 -132 -2.67 399 31.25 0.0132
2023-11-13 2023-09-30 13F KKR COM 48251W104 4,948 383 8.39 305 19.22 0.0118
2023-08-08 2023-06-30 13F KKR COM 48251W104 4,565 30 0.66 256 7.14 0.0098
2023-05-12 2023-03-31 13F KKR COM 48251W104 4,535 1 0.02 238 13.33 0.0098
2023-02-08 2022-12-31 13F KKR COM 48251W104 4,534 4,534 210 0.0105
2022-10-27 2022-09-30 13F KKR COM 48251W104 0 -2,790 -100.00 0 -100.00
2022-08-08 2022-06-30 13F KKR COM 48251W104 2,790 -780 -21.85 129 -38.28 0.0066
2022-05-04 2022-03-31 13F KKR COM 48251W104 3,570 -509 -12.48 209 -31.25 0.0088
2022-02-10 2021-12-31 13F KKR COM 48251W104 4,079 -94,875 -95.88 304 -94.95 0.0131
2021-11-12 2021-09-30 13F KKR COM 48251W104 98,954 -5,868 -5.60 6,024 -3.00 0.3001
2021-08-16 2021-06-30 13F/A-1 KKR COM 48251W104 104,822 -9,018 -7.92 6,210 11.67 0.3113
2021-08-12 2021-06-30 13F KKR COM 48251W104 104,822 -9,018 6,210 0.3197
2021-05-06 2021-03-31 13F KKR COM 48251W104 113,840 113,840 5,561 0.3300
2021-02-12 2020-12-31 13F KKR COM 48251W104 0 -843 -100.00 0 -100.00
2020-11-04 2020-09-30 13F KKR COM 48251W104 843 843 29 0.0111
2020-08-10 2020-06-30 13F KKR CL A 48251W104 0 -75,944 -100.00 0 -100.00
2020-05-15 2020-03-31 13F KKR CL A 48251W104 75,944 46,353 156.65 1,782 106.49 0.1891
2020-02-12 2019-12-31 13F KKR CL A 48251W104 29,591 -2,769 -8.56 863 -0.69 0.0665
2019-10-22 2019-09-30 13F KKR CL A 48251W104 32,360 7,626 30.83 869 39.04 0.0892
2019-08-14 2019-06-30 13F/A-1 KKR CL A 48251W104 24,734 24,734 625 0.0702
2018-10-25 2018-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 0 -35,518 -100.00 0 -100.00
2018-07-18 2018-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 35,518 13,384 60.47 883 96.66 0.1196
2018-04-12 2018-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 22,134 2,573 13.15 449 8.98 0.0627
2018-01-23 2017-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 19,561 -267 -1.35 412 2.23 0.0629
2017-10-11 2017-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 19,828 19,828 403 0.0613
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.