Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

KKR & CO INC · COM · quarter ended 2026-03-31 · 11 members disclosed KKR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,015 holders are listed, largest first: 1,015
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $44.6B
holders whose share count rose or who opened the position (new + add), by shares: 532
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 228

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of KKR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.1B	44,619,932	−924,606	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.1B	44,025,898	—	NO PRIOR
3	Capital International Investors	$3.2B	35,134,041	−2,035,891	TRIM
4	STATE STREET CORP	$2.6B	28,512,850	+140,552	ADD
5	PRINCIPAL FINANCIAL GROUP INC	$1.8B	19,507,741	+1,261,314	ADD
6	FMR LLC	$1.7B	18,325,939	−5,355,251	TRIM
7	WELLINGTON MANAGEMENT GROUP LLP	$1.7B	17,903,185	−9,110,713	TRIM
8	Capital Research Global Investors	$1.6B	16,779,099	+11,176,837	ADD
9	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	15,406,141	+410,399	ADD
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.3B	14,350,033	−4,302,927	TRIM
11	BANK OF AMERICA CORP /DE/	$981M	10,601,675	+557,172	ADD
12	Invesco Ltd.	$924M	9,986,008	+54,158	ADD
13	VANGUARD PORTFOLIO MANAGEMENT LLC	$923M	9,978,656	—	NO PRIOR
14	FIRST MANHATTAN CO. LLC.	$869M	9,394,167	+797,123	ADD
15	Capital World Investors	$795M	8,591,438	+2,024,769	ADD
16	MORGAN STANLEY	$784M	8,473,653	+601,385	ADD
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$750M	8,105,578	+1,068,521	ADD
18	BROWN ADVISORY INC	$558M	6,032,964	−877,396	TRIM
19	NORTHERN TRUST CORP	$550M	5,949,141	−32,849	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$462M	4,991,997	+125,770	ADD
21	Legal & General Group Plc	$458M	4,947,482	+225,125	ADD
22	FARALLON CAPITAL MANAGEMENT, L.L.C.	$432M	4,671,800	—	NO PRIOR
23	D. E. Shaw & Co., Inc.	$365M	3,944,577	+2,687,909	ADD
24	VANGUARD FIDUCIARY TRUST CO	$358M	3,871,966	—	NO PRIOR
25	Amundi	$345M	3,726,040	+1,472,265	ADD
26	Temasek Holdings (Private) Ltd	$326M	3,522,797	+2,190,248	ADD
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$315M	3,406,052	+109,229	ADD
28	UBS Group AG	$312M	3,369,468	+1,664,749	ADD
29	Bank of New York Mellon Corp	$309M	3,340,610	−94,708	TRIM
30	ValueAct Holdings, L.P.	$303M	3,279,700	+3,279,700	NEW
31	AQR CAPITAL MANAGEMENT LLC	$284M	3,067,509	+2,976,947	ADD
32	BALYASNY ASSET MANAGEMENT L.P.	$270M	2,924,114	+2,403,196	ADD
33	MILLENNIUM MANAGEMENT LLC	$243M	2,622,000	+2,231,668	ADD
34	FRANKLIN RESOURCES INC	$241M	2,607,415	+1,274,587	ADD
35	ROYAL BANK OF CANADA	$216M	2,329,821	−338,353	TRIM
36	Nuveen, LLC	$210M	2,272,674	−4,051,566	TRIM
37	WELLS FARGO & COMPANY/MN	$208M	2,250,298	−430,834	TRIM
38	DEUTSCHE BANK AG\	$199M	2,152,826	+735,404	ADD
39	CITADEL ADVISORS LLC	$179M	1,937,715	+1,589,867	ADD
40	DIMENSIONAL FUND ADVISORS LP	$167M	1,804,568	+78,006	ADD
41	JANE STREET GROUP, LLC	$155M	1,671,086	+1,586,430	ADD
42	Ensign Peak Advisors, Inc	$152M	1,648,464	−274,098	TRIM
43	Hudson Way Capital Management LLC	$144M	1,551,801	+267,633	ADD
44	Vanguard Global Advisers, LLC	$140M	1,513,040	—	NO PRIOR
45	Mitsubishi UFJ Asset Management Co., Ltd.	$138M	1,487,379	+110,459	ADD
46	MARKEL GROUP INC.	$134M	1,451,800	0	NO CHANGE
47	ALLIANCEBERNSTEIN L.P.	$131M	1,024,750	+266,527	ADD
48	National Pension Service	$128M	1,384,566	+1,384,566	NEW
49	Sumitomo Mitsui Trust Group, Inc.	$122M	1,319,916	−69,637	TRIM
50	HSBC HOLDINGS PLC	$111M	1,199,897	−1,540,571	TRIM
51	Assenagon Asset Management S.A.	$103M	1,116,042	+477,479	ADD
52	Unisphere Establishment	$102M	1,100,000	−458,400	TRIM
53	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$99.9M	1,079,677	+656,195	ADD
54	Freestone Grove Partners LP	$99.5M	1,075,483	+1,075,483	NEW
55	VANGUARD ASSET MANAGEMENT, Ltd	$98.7M	1,067,424	—	NO PRIOR
56	RHUMBLINE ADVISERS	$96.8M	1,046,365	+3,202	ADD
57	RAYMOND JAMES FINANCIAL INC	$95.4M	1,031,263	+26,006	ADD
58	ENVESTNET ASSET MANAGEMENT INC	$93.2M	1,007,901	−750,855	TRIM
59	Holocene Advisors, LP	$87.6M	947,355	+232,704	ADD
60	MEITAV INVESTMENT HOUSE LTD	$86.8M	938,212	+346,035	ADD
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$86.6M	936,027	−282,883	TRIM
62	CITIGROUP INC	$85.5M	924,288	−150,313	TRIM
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$82.3M	889,782	+879,202	ADD
64	Alecta Tjanstepension Omsesidigt	$68.5M	739,700	+739,700	NEW
65	AMERICAN CENTURY COMPANIES INC	$67.6M	731,340	−20,919	TRIM
66	Vident Advisory, LLC	$67.5M	730,169	+108,290	ADD
67	NEW YORK STATE COMMON RETIREMENT FUND	$67.0M	723,976	0	NO CHANGE
68	ALGEBRIS (UK) LTD	$66.7M	721,862	+564,759	ADD
69	BANK OF MONTREAL /CAN/	$65.6M	708,755	−344,612	TRIM
70	OMERS ADMINISTRATION Corp	$64.4M	695,765	+671,372	ADD
71	Point72 Asset Management, L.P.	$62.8M	679,040	+414,518	ADD
72	LPL Financial LLC	$60.5M	654,524	−23,737	TRIM
73	CANADA PENSION PLAN INVESTMENT BOARD	$59.3M	640,756	−91,573	TRIM
74	ADAGE CAPITAL PARTNERS GP, L.L.C.	$56.9M	615,000	−5,400	TRIM
75	Capital International, Inc./CA/	$55.2M	596,593	+77,435	ADD
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$54.7M	591,342	0	NO CHANGE
77	Mariner, LLC	$54.3M	586,687	+101,066	ADD
78	WESTFIELD CAPITAL MANAGEMENT CO LP	$51.6M	558,136	+11,637	ADD
79	AVIVA PLC	$49.6M	536,142	+15,310	ADD
80	Rockefeller Capital Management L.P.	$48.6M	525,122	+192,429	ADD
81	Junto Capital Management LP	$48.0M	518,938	+518,938	NEW
82	NATIONAL BANK OF CANADA /FI/	$47.8M	515,948	−44,958	TRIM
83	Long Focus Capital Management, LLC	$45.5M	492,000	+492,000	NEW
84	Private Capital Management, LLC	$42.9M	463,448	+146,470	ADD
85	ARIEL INVESTMENTS, LLC	$40.6M	439,405	+174,489	ADD
86	Cerity Partners LLC	$40.6M	438,847	+234,996	ADD
87	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$40.3M	436,213	+209,081	ADD
88	Fisher Funds Management LTD	$39.5M	427,156	+36,269	ADD
89	SEI INVESTMENTS CO	$39.2M	423,929	−606,135	TRIM
90	Focus Partners Wealth	$39.0M	421,746	+57,840	ADD
91	APG Asset Management N.V.	$38.3M	477,306	+2,180	ADD
92	Heron Bay Capital Management	$38.1M	411,671	+307,166	ADD
93	MFF Capital Investments Ltd	$37.2M	402,289	+103,578	ADD
94	FACTORY MUTUAL INSURANCE CO	$36.9M	399,000	+21,700	ADD
95	National Philanthropic Trust	$35.7M	385,927	—	NO PRIOR
96	Woodline Partners LP	$35.6M	384,678	+100,235	ADD
97	HARRIS ASSOCIATES L P	$34.2M	369,815	−378	TRIM
98	Empower Advisory Group, LLC	$33.2M	359,403	−98,721	TRIM
99	Shaolin Capital Management LLC	$32.6M	352,000	+352,000	NEW
100	WESTWOOD HOLDINGS GROUP INC	$32.3M	349,477	−19,179	TRIM
101	Longaeva Partners L.P.	$32.3M	349,327	+243,982	ADD
102	Chevy Chase Trust Holdings, LLC	$31.5M	340,670	−9,887	TRIM
103	STATE OF WISCONSIN INVESTMENT BOARD	$31.4M	339,326	+10,159	ADD
104	PRUDENTIAL FINANCIAL INC	$31.1M	335,946	−3,758	TRIM
105	GROUP ONE TRADING LLC	$31.0M	334,894	+329,386	ADD
106	Corient Private Wealth LLC	$30.6M	331,719	−276,446	TRIM
107	Pictet Asset Management Holding SA	$30.4M	329,217	−4,740	TRIM
108	OFI INVEST ASSET MANAGEMENT	$28.8M	359,114	−70,729	TRIM
109	Zuckerman Investment Group, LLC	$28.6M	309,041	+82,271	ADD
110	PICTON MAHONEY ASSET MANAGEMENT	$27.9M	302,038	+27,463	ADD
111	Aberdeen Group plc	$27.5M	297,047	+37,390	ADD
112	Weiss Asset Management LP	$27.0M	291,505	+291,505	NEW
113	Vanguard Investments Australia, Ltd.	$26.9M	290,984	—	NO PRIOR
114	TD ASSET MANAGEMENT INC	$26.9M	290,606	+9,831	ADD
115	Universal- Beteiligungs- und Servicegesellschaft mbH	$26.8M	289,632	−59,316	TRIM
116	Asset Management One Co., Ltd.	$26.8M	289,328	+15,479	ADD
117	TRB Advisors LP	$26.5M	286,166	+100,000	ADD
118	Zurcher Kantonalbank (Zurich Cantonalbank)	$26.0M	281,429	+281,429	NEW
119	TORONTO DOMINION BANK	$25.7M	277,748	−14,137	TRIM
120	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$24.9M	269,563	−1,156	TRIM
121	STIFEL FINANCIAL CORP	$24.5M	265,025	−14,182	TRIM
122	Maestria Partners LLC	$24.4M	264,170	+100,000	ADD
123	Enstar Group LTD	$24.3M	263,129	0	NO CHANGE
124	CIBC WORLD MARKET INC.	$24.0M	259,444	+86,970	ADD
125	RENAISSANCE TECHNOLOGIES LLC	$23.8M	257,350	+257,350	NEW
126	BNP Paribas Asset Management Holding S.A.	$23.3M	251,464	−12,488	TRIM
127	Mitsubishi UFJ Trust & Banking Corp	$23.2M	250,757	−4,877	TRIM
128	SOROS FUND MANAGEMENT LLC	$22.6M	244,691	+244,691	NEW
129	VICTORY CAPITAL MANAGEMENT INC	$22.6M	244,465	−1,633,717	TRIM
130	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$22.3M	241,478	+241,478	NEW
131	OCO Capital Partners, L.P.	$21.7M	235,000	+235,000	NEW
132	DANSKE BANK A/S	$21.7M	234,668	−5,300	TRIM
133	BAMCO INC /NY/	$21.6M	233,268	−13,083	TRIM
134	NOMURA ASSET MANAGEMENT CO LTD	$21.4M	231,415	−194,734	TRIM
135	Quantinno Capital Management LP	$21.4M	231,319	+5,963	ADD
136	Capital International Sarl	$21.2M	229,318	+58,144	ADD
137	DnB Asset Management AS	$21.1M	227,995	−40,207	TRIM
138	KLP KAPITALFORVALTNING AS	$21.1M	227,600	+1,700	ADD
139	Tredje AP-fonden	$20.8M	224,465	−413,286	TRIM
140	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$20.5M	221,259	+105,731	ADD
141	MOORE CAPITAL MANAGEMENT, LP	$20.1M	217,600	+217,600	NEW
142	Estuary Capital Management LP	$20.1M	217,370	+217,370	NEW
143	State of New Jersey Common Pension Fund D	$19.9M	215,521	0	NO CHANGE
144	PFA Pension, Forsikringsaktieselskab	$19.9M	215,457	+215,457	NEW
145	OPPENHEIMER & CO INC	$19.8M	214,144	+9,085	ADD
146	ROYAL LONDON ASSET MANAGEMENT LTD	$19.7M	212,979	+173,591	ADD
147	Capricorn Fund Managers Ltd	$19.6M	212,000	+212,000	NEW
148	Mawer Investment Management Ltd.	$19.5M	210,839	+4,591	ADD
149	Quadrature Capital Ltd	$19.5M	210,470	+210,470	NEW
150	REGIONS FINANCIAL CORP	$19.0M	205,788	+53,069	ADD
151	IMC-Chicago, LLC	$18.7M	202,284	+202,284	NEW
152	TUDOR INVESTMENT CORP ET AL	$18.5M	200,269	+200,269	NEW
153	CREDIT AGRICOLE S A	$18.3M	197,585	−641,551	TRIM
154	Lansforsakringar Fondforvaltning AB (publ)	$18.2M	197,252	−2,223	TRIM
155	Caldwell Investment Management Ltd.	$18.1M	200,000	0	NO CHANGE
156	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.1M	195,359	+20,571	ADD
157	SCHRODER INVESTMENT MANAGEMENT GROUP	$17.9M	197,549	−34,054	TRIM
158	Walleye Trading LLC	$17.5M	189,280	−11,153	TRIM
159	Resona Asset Management Co.,Ltd.	$17.4M	189,399	+3,257	ADD
160	Czech National Bank	$17.3M	186,943	+5,966	ADD
161	JACKSON HILL ADVISORS, LLC	$17.1M	185,000	+43,000	ADD
162	Walleye Capital LLC	$17.0M	183,501	+56,096	ADD
163	Clearbridge Investments, LLC	$16.9M	182,808	−276,267	TRIM
164	LONE PINE CAPITAL LLC	$16.6M	179,308	−4,821,777	TRIM
165	STEPHENS INC /AR/	$16.5M	178,038	−3,555	TRIM
166	Brookstone Capital Management	$16.3M	176,574	+50,795	ADD
167	LYNWOOD PRICE CAPITAL MANAGEMENT LP	$16.2M	175,000	+35,000	ADD
168	IEQ CAPITAL, LLC	$16.2M	174,684	+168,467	ADD
169	Arizona State Retirement System	$15.8M	170,968	−4,153	TRIM
170	SEB Asset Management AB	$15.8M	170,746	—	NO PRIOR
171	Rafferty Asset Management, LLC	$15.8M	170,433	−43,156	TRIM
172	CIBC Asset Management Inc	$15.7M	169,805	+2,278	ADD
173	MetLife Investment Management, LLC	$15.5M	167,881	−4,667	TRIM
174	LEVIN CAPITAL STRATEGIES, L.P.	$15.2M	164,799	+302	ADD
175	BANK OF NOVA SCOTIA	$15.2M	164,463	−419,648	TRIM
176	Alpine Global Management, LLC	$15.0M	162,294	+162,294	NEW
177	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$14.9M	161,614	+109	ADD
178	Spinecap SAS	$14.8M	160,400	+160,400	NEW
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$14.8M	159,896	+249	ADD
180	Badgley Phelps Wealth Managers, LLC	$14.4M	155,354	−2,259	TRIM
181	SAPIENT CAPITAL LLC	$14.3M	155,087	−194,083	TRIM
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$14.0M	151,675	+53,700	ADD
183	Creative Planning	$13.8M	149,655	+48,865	ADD
184	STOREBRAND ASSET MANAGEMENT AS	$13.8M	149,014	—	NO PRIOR
185	HighTower Advisors, LLC	$13.6M	147,231	+24,140	ADD
186	Cetera Investment Advisers	$13.6M	146,922	+121	ADD
187	COMMERCE BANK	$13.6M	146,724	+132,662	ADD
188	CIBC Bancorp USA Inc.	$13.5M	146,092	—	NO PRIOR
189	Retirement Systems of Alabama	$13.5M	145,767	−242	TRIM
190	Jain Global LLC	$13.4M	144,693	+144,693	NEW
191	GoodHaven Capital Management, LLC	$13.3M	143,303	+21,978	ADD
192	Leonteq Securities AG	$13.2M	142,747	+111,211	ADD
193	Midwest Trust Co	$13.1M	141,805	+13,816	ADD
194	Cander Asset Management LP	$13.1M	141,656	+123,482	ADD
195	ProShare Advisors LLC	$12.8M	138,319	−6,282	TRIM
196	CAPSTONE INVESTMENT ADVISORS, LLC	$12.8M	138,291	+100,605	ADD
197	Montaka Global Pty Ltd	$12.3M	133,126	−6,039	TRIM
198	Sone Capital Management, LLC	$12.3M	133,044	+44,269	ADD
199	Mirae Asset Global Investments Co., Ltd.	$12.3M	132,568	+10,519	ADD
200	XPONANCE LLC	$12.3M	132,476	+15,919	ADD
201	Allianz Asset Management GmbH	$12.2M	131,491	+25,022	ADD
202	Kestra Advisory Services, LLC	$12.1M	130,447	+8,412	ADD
203	Varma Mutual Pension Insurance Co	$11.9M	128,327	0	NO CHANGE
204	IFM Investors Pty Ltd	$11.2M	121,487	+4,634	ADD
205	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.2M	129,586	−4,549	TRIM
206	CWM, LLC	$11.2M	121,243	+106,982	ADD
207	GREENWOOD GEARHART LLC	$11.1M	119,819	+8,848	ADD
208	Cornerstone Advisors, LLC	$11.0M	118,535	0	NO CHANGE
209	Perennial Advisors, LLC	$10.7M	116,084	+1,596	ADD
210	USS Investment Management Ltd	$10.7M	116,025	+5,467	ADD
211	VOYA INVESTMENT MANAGEMENT LLC	$10.7M	116,033	−40	TRIM
212	COMMONWEALTH EQUITY SERVICES, LLC	$10.6M	114,153	−25,830	TRIM
213	Waverly Advisors, LLC	$10.5M	113,145	+34,717	ADD
214	Federation des caisses Desjardins du Quebec	$10.4M	112,805	−11,378	TRIM
215	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.4M	112,397	−133	TRIM
216	Daiwa Securities Group Inc.	$10.3M	111,554	+5,814	ADD
217	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.3M	111,265	+111,265	NEW
218	TEACHER RETIREMENT SYSTEM OF TEXAS	$10.3M	111,124	−1,059	TRIM
219	CAPITAL INTERNATIONAL LTD /CA/	$10.2M	110,270	+27,634	ADD
220	Utah Retirement Systems	$10.2M	110,257	−1,720	TRIM
221	OSAIC HOLDINGS, INC.	$10.1M	109,461	−457	TRIM
222	Private Wealth Partners, LLC	$10.1M	109,465	−235	TRIM
223	FIFTH THIRD BANCORP	$10.1M	109,001	+83,838	ADD
224	Greenhaven Road Investment Management, L.P.	$9.9M	106,600	−83,500	TRIM
225	LOUNTZIS ASSET MANAGEMENT, LLC	$9.7M	105,210	0	NO CHANGE
226	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$9.6M	104,000	+104,000	NEW
227	NATIXIS	$9.5M	102,207	+38,071	ADD
228	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.4M	101,824	+2,106	ADD
229	SCOTIA CAPITAL INC.	$9.3M	100,243	+5,100	ADD
230	Triavera Capital LLC	$9.2M	99,956	+15,234	ADD
231	NEOS Investment Management LLC	$9.2M	99,608	+6,327	ADD
232	Chicago Partners Investment Group LLC	$9.1M	86,283	+11,013	ADD
233	PALISADE CAPITAL MANAGEMENT, LP	$9.1M	98,738	+7,255	ADD
234	Mirador Capital Partners LP	$9.1M	98,136	+397	ADD
235	Korea Investment CORP	$9.0M	97,441	−632,196	TRIM
236	Rakuten Investment Management, Inc.	$8.9M	98,752	+11,119	ADD
237	Danica Pension, Livsforsikringsaktieselskab	$8.9M	96,115	+96,115	NEW
238	Lalia Capital, LLC	$8.9M	96,095	+96,095	NEW
239	TRUIST FINANCIAL CORP	$8.9M	96,082	+327	ADD
240	B & T Capital Management DBA Alpha Capital Management	$8.6M	93,482	+21,034	ADD
241	Texas Yale Capital Corp.	$8.4M	90,791	−3,875	TRIM
242	SCOPIA CAPITAL MANAGEMENT LP	$8.3M	90,196	−186,624	TRIM
243	EP Wealth Advisors, LLC	$8.3M	89,792	−9,712	TRIM
244	Delta Global Management LP	$8.1M	87,400	−18,720	TRIM
245	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.0M	85,994	−24,679	TRIM
246	Triveni Capital Investments LP	$7.9M	85,491	−5,023	TRIM
247	Lavaca Capital LLC	$7.8M	84,519	−3,781	TRIM
248	Lighthouse Investment Partners, LLC	$7.8M	84,204	+78,625	ADD
249	MYCIO WEALTH PARTNERS, LLC	$7.7M	83,733	+56,083	ADD
250	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.5M	81,597	+716	ADD
251	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.5M	80,670	+14,723	ADD
252	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.4M	80,068	+1,178	ADD
253	M&G Plc	$7.3M	79,000	+18,000	ADD
254	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.3M	78,672	+138	ADD
255	MACKENZIE FINANCIAL CORP	$7.3M	78,414	+5,805	ADD
256	HB Wealth Management, LLC	$7.2M	77,859	−2,564	TRIM
257	Swedbank AB	$7.1M	77,064	−17,374	TRIM
258	MERCER GLOBAL ADVISORS INC /ADV	$7.0M	75,593	+39,385	ADD
259	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.0M	75,247	−90	TRIM
260	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$6.9M	75,120	+36,039	ADD
261	Lido Advisors, LLC	$6.9M	74,590	−34,397	TRIM
262	Eurizon Capital SGR S.p.A.	$6.9M	74,418	−5,287	TRIM
263	B. Metzler seel. Sohn & Co. AG	$6.8M	73,844	+9,869	ADD
264	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$6.8M	73,566	0	NO CHANGE
265	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.8M	73,014	−686	TRIM
266	Alberta Investment Management Corp	$6.8M	73,000	+61,600	ADD
267	PINNACLE ASSOCIATES LTD	$6.6M	71,886	−2,121	TRIM
268	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$6.6M	71,430	+71,430	NEW
269	&PARTNERS	$6.5M	70,348	+2,471	ADD
270	IFC Advisors LLC	$6.4M	69,569	+55,035	ADD
271	Cinctive Capital Management LP	$6.4M	69,119	+69,119	NEW
272	Orion Porfolio Solutions, LLC	$6.3M	67,908	−1,582	TRIM
273	ASSETMARK, INC	$6.3M	67,857	−10,596	TRIM
274	Pinnacle Financial Partners, Inc.	$6.3M	67,697	+317	ADD
275	TD Waterhouse Canada Inc.	$6.2M	68,417	+31,533	ADD
276	NISA INVESTMENT ADVISORS, LLC	$6.2M	67,354	−5,694	TRIM
277	Janus Henderson Group Ltd.	$6.2M	67,213	+12,136	ADD
278	NewEdge Advisors, LLC	$6.0M	64,649	+64,649	NEW
279	OP Asset Management Ltd	$5.9M	63,470	—	NO PRIOR
280	Sanctuary Advisors, LLC	$5.8M	62,524	−6,201	TRIM
281	Sterling Investment Advisors, Ltd.	$5.8M	62,492	+62,492	NEW
282	YOUSIF CAPITAL MANAGEMENT, LLC	$5.7M	61,916	−1,901	TRIM
283	NORDEA INVESTMENT MANAGEMENT AB	$5.7M	62,942	+1,452	ADD
284	Empowered Funds, LLC	$5.7M	61,528	+29,991	ADD
285	SIMPLEX TRADING, LLC	$5.6M	60,647	+60,647	NEW
286	COBALT CAPITAL MANAGEMENT, INC.	$5.6M	60,000	+60,000	NEW
287	Swiss Life Asset Management Ltd	$5.5M	59,629	+4,513	ADD
288	MACQUARIE GROUP LTD	$5.5M	59,463	−222,995	TRIM
289	UniSuper Management Pty Ltd	$5.4M	58,656	+5,398	ADD
290	Brevan Howard Capital Management LP	$5.4M	58,652	+58,652	NEW
291	Triangle Securities Wealth Management	$5.4M	58,407	−921	TRIM
292	Venture Visionary Partners LLC	$5.4M	58,256	+38,216	ADD
293	Andra AP-fonden	$5.3M	57,630	+38,530	ADD
294	Pathstone Holdings, LLC	$5.2M	55,731	+1,835	ADD
295	Cresset Asset Management, LLC	$5.2M	55,708	+14,326	ADD
296	US BANCORP \DE\	$5.1M	54,884	−9,287	TRIM
297	Crescent Park Management, L.P.	$5.0M	54,411	−66,170	TRIM
298	Privium Fund Management (UK) Ltd	$5.0M	56,000	+56,000	NEW
299	Candriam S.C.A.	$4.8M	51,439	+2,797	ADD
300	Summit Financial, LLC	$4.8M	51,409	+567	ADD
301	QRG CAPITAL MANAGEMENT, INC.	$4.7M	51,099	−2,248	TRIM
302	Ally Financial Inc.	$4.6M	50,000	+34,000	ADD
303	Gotham Asset Management, LLC	$4.6M	49,370	−1,850	TRIM
304	Avanza Fonder AB	$4.5M	48,592	−800	TRIM
305	Investment Management Corp of Ontario	$4.5M	48,365	−6,984	TRIM
306	Canal Capital Management, LLC	$4.5M	48,159	+2,406	ADD
307	Next Capital Management LLC	$4.4M	47,771	+27,498	ADD
308	MML INVESTORS SERVICES, LLC	$4.4M	47,216	−23,274	TRIM
309	Integrated Advisors Network LLC	$4.4M	47,064	+18,101	ADD
310	Coastal Bridge Advisors, LLC	$4.3M	46,823	−1,158	TRIM
311	EASTERN BANK	$4.3M	46,427	+45,883	ADD
312	Tidal Investments LLC	$4.3M	46,364	+11,867	ADD
313	Absolute Gestao de Investimentos Ltda.	$4.3M	46,269	+46,269	NEW
314	Steward Partners Investment Advisory, LLC	$4.2M	45,792	−4,626	TRIM
315	ArrowMark Colorado Holdings LLC	$4.2M	45,556	−429	TRIM
316	Waterfront Wealth Inc.	$4.2M	45,446	+350	ADD
317	STALEY CAPITAL ADVISERS INC	$4.2M	45,000	0	NO CHANGE
318	Interval Partners, LP	$4.1M	44,837	−65,830	TRIM
319	LOUISBOURG INVESTMENTS INC.	$4.1M	56,845	+25,270	ADD
320	Allspring Global Investments Holdings, LLC	$4.1M	44,653	−416,740	TRIM
321	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$4.0M	43,646	+8,181	ADD
322	Capital Group Private Client Services, Inc.	$4.0M	43,456	−11,889	TRIM
323	BECK MACK & OLIVER LLC	$4.0M	42,990	−12,230	TRIM
324	Larson Financial Group LLC	$4.0M	42,923	+2,426	ADD
325	Norinchukin Bank, The	$3.9M	42,508	+124	ADD
326	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$3.9M	42,474	+8,528	ADD
327	Robeco Institutional Asset Management B.V.	$3.9M	42,277	−593	TRIM
328	HANCOCK WHITNEY CORP	$3.9M	42,241	+7,209	ADD
329	Parallax Volatility Advisers, L.P.	$3.9M	36,955	+4,266	ADD
330	MIZUHO SECURITIES USA LLC	$3.8M	41,497	−8,478	TRIM
331	ABN AMRO INVESTMENT SOLUTIONS	$3.8M	41,431	−2,692	TRIM
332	Osmosis Investment Management UK Ltd	$3.8M	40,619	+21,399	ADD
333	LAZARD ASSET MANAGEMENT LLC	$3.7M	40,177	+9,891	ADD
334	AXON CAPITAL LP	$3.7M	39,900	+39,900	NEW
335	HARTFORD INVESTMENT MANAGEMENT CO	$3.6M	39,166	−467	TRIM
336	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$3.6M	38,728	−137,014	TRIM
337	Samjo Management, LLC	$3.5M	38,245	−30	TRIM
338	Castleview Partners, LLC	$3.4M	36,761	+16,837	ADD
339	Concurrent Investment Advisors, LLC	$3.3M	35,989	+16,261	ADD
340	Northside Capital Management, LLC	$3.3M	35,856	0	NO CHANGE
341	Elo Mutual Pension Insurance Co	$3.3M	35,446	−23,521	TRIM
342	INTECH INVESTMENT MANAGEMENT LLC	$3.2M	35,020	+17,783	ADD
343	EDMOND DE ROTHSCHILD HOLDING S.A.	$3.2M	34,205	−2,549	TRIM
344	SIH Partners, LLLP	$3.1M	33,983	+33,983	NEW
345	Maryland State Retirement & Pension System	$3.1M	33,673	0	NO CHANGE
346	EQUITABLE TRUST CO	$3.1M	33,555	+8,496	ADD
347	Merit Financial Group, LLC	$3.1M	33,372	+8,163	ADD
348	Vontobel Holding Ltd.	$3.1M	33,371	+3,390	ADD
349	Vanguard Personalized Indexing Management, LLC	$3.1M	33,191	+2,882	ADD
350	Davidson Kahn Capital Management, LLC	$3.0M	32,626	+7,985	ADD
351	CFM WEALTH PARTNERS LLC	$3.0M	32,470	−3,544	TRIM
352	GC Wealth Management RIA, LLC	$3.0M	32,007	−1,377	TRIM
353	AIA Group Ltd	$2.9M	31,833	+12,163	ADD
354	Meiji Yasuda Asset Management Co Ltd.	$2.9M	31,778	+26,481	ADD
355	ASR Vermogensbeheer N.V.	$2.9M	31,563	+627	ADD
356	Poehling Capital Management, INC.	$2.9M	31,559	0	NO CHANGE
357	Proficio Capital Partners LLC	$2.9M	31,461	+27	ADD
358	IRIDIAN ASSET MANAGEMENT LLC/CT	$2.9M	31,363	+14,105	ADD
359	ING GROEP NV	$2.9M	31,244	−505	TRIM
360	PRINCIPAL SECURITIES, INC.	$2.9M	31,082	−614	TRIM
361	Crossmark Global Holdings, Inc.	$2.9M	30,927	—	NO PRIOR
362	Bleakley Financial Group, LLC	$2.9M	30,823	+2,562	ADD
363	Mesirow Financial Investment Management, Inc.	$2.8M	30,708	+1,031	ADD
364	FIRST TRUST ADVISORS LP	$2.8M	30,147	−2,866	TRIM
365	NOMURA HOLDINGS INC	$2.7M	29,394	−28,179	TRIM
366	PenderFund Capital Management Ltd.	$2.7M	29,340	+9,600	ADD
367	BLAIR WILLIAM & CO/IL	$2.7M	29,042	+259	ADD
368	Grange Capital, LLC	$2.7M	28,946	+14,003	ADD
369	Wealthfront Advisers LLC	$2.7M	28,874	−28,725	TRIM
370	Y-Intercept (Hong Kong) Ltd	$2.6M	28,500	−140,269	TRIM
371	ALPS ADVISORS INC	$2.6M	28,170	+1,630	ADD
372	MUFG Securities EMEA plc	$2.6M	28,133	0	NO CHANGE
373	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.6M	28,243	+1,132	ADD
374	CONNABLE OFFICE INC	$2.6M	27,580	+9,090	ADD
375	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.5M	27,515	+1,800	ADD
376	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.5M	27,313	−2,051,291	TRIM
377	Third View Private Wealth, LLC	$2.5M	27,242	+2,719	ADD
378	BOOTHBAY FUND MANAGEMENT, LLC	$2.5M	27,027	+924	ADD
379	World Investment Advisors	$2.5M	26,851	−2,541	TRIM
380	Lingotto Investment Management LLP	$2.5M	26,624	+26,624	NEW
381	Generali Asset Management SPA SGR	$2.5M	26,591	+14,351	ADD
382	Select Equity Group, L.P.	$2.5M	26,588	+26,588	NEW
383	J.W. COLE ADVISORS, INC.	$2.4M	26,470	−100	TRIM
384	AG2R LA MONDIALE GESTION D'ACTIFS	$2.4M	26,168	+1,394	ADD
385	Atria Investments, Inc	$2.4M	26,160	−4,597	TRIM
386	Connor, Clark & Lunn Investment Management Ltd.	$2.4M	26,120	0	NO CHANGE
387	Equitable Holdings, Inc.	$2.4M	19,794	+4,002	ADD
388	MAI Capital Management	$2.4M	25,689	+5,067	ADD
389	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$2.4M	25,666	0	NO CHANGE
390	Clearstead Advisors, LLC	$2.3M	24,530	+5,545	ADD
391	JENNISON ASSOCIATES LLC	$2.3M	24,502	−1,954,386	TRIM
392	BARR E S & CO	$2.3M	24,425	0	NO CHANGE
393	FIRST INTERSTATE BANK	$2.2M	24,209	−293	TRIM
394	Capital Group Investment Management Pte. Ltd.	$2.2M	24,184	+6,075	ADD
395	BENJAMIN EDWARDS INC	$2.2M	23,997	+2,220	ADD
396	M&T BANK CORP	$2.2M	23,815	−4,727	TRIM
397	Metis Global Partners, LLC	$2.2M	23,615	−2,347	TRIM
398	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.1M	23,217	+5,245	ADD
399	Allen Investment Management, LLC	$2.1M	8,513	−239,851	TRIM
400	Saudi Central Bank	$2.1M	23,031	+23,031	NEW
401	LEVEL FOUR ADVISORY SERVICES, LLC	$2.1M	22,911	+7,945	ADD
402	Focus Partners Advisor Solutions, LLC	$2.1M	22,465	+18,270	ADD
403	Beacon Pointe Advisors, LLC	$2.1M	22,408	+5,993	ADD
404	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.0M	21,964	+34	ADD
405	Compound Planning, Inc.	$2.0M	21,715	+4,111	ADD
406	SANDERS MORRIS HARRIS LLC	$2.0M	21,553	+21,553	NEW
407	Stonehage Fleming Financial Services Holdings Ltd	$2.0M	21,436	+2,938	ADD
408	MISSION WEALTH MANAGEMENT, LP	$2.0M	21,292	+725	ADD
409	Sequoia Financial Advisors, LLC	$2.0M	21,091	−5,994	TRIM
410	Siemens Fonds Invest GmbH	$1.9M	20,941	+195	ADD
411	Summit Trail Advisors, LLC	$1.9M	20,265	−2,830	TRIM
412	Dai-ichi Life Insurance Company, Ltd	$1.9M	20,216	−9,200	TRIM
413	Checchi Capital Advisers, LLC	$1.8M	19,744	+932	ADD
414	North Dakota State Investment Board	$1.8M	19,646	−3,605	TRIM
415	MONECO ADVISORS, LLC	$1.8M	19,631	−466	TRIM
416	Banque Cantonale Vaudoise	$1.8M	19,441	+4,441	ADD
417	Southeast Asset Advisors, LLC	$1.8M	19,327	−1,670	TRIM
418	Pinnacle Wealth Planning Services, Inc.	$1.8M	19,040	+18,203	ADD
419	MUFG SECURITIES AMERICAS INC.	$1.8M	18,993	+503	ADD
420	SECURIAN ASSET MANAGEMENT, INC	$1.7M	18,562	−100	TRIM
421	RDA Financial Network	$1.7M	18,351	−564	TRIM
422	Squarepoint Ops LLC	$1.7M	18,247	−795,044	TRIM
423	HUB Investment Partners, LLC	$1.7M	18,101	−5,955	TRIM
424	Morningstar Investment Management LLC	$1.7M	18,053	+1,706	ADD
425	RiverPark Advisors, LLC	$1.6M	17,659	+1,912	ADD
426	FRANKLIN STREET ADVISORS INC /NC	$1.6M	17,547	0	NO CHANGE
427	Lombard Odier Asset Management (Switzerland) SA	$1.6M	17,527	0	NO CHANGE
428	Wilmington Savings Fund Society, FSB	$1.6M	17,469	+218	ADD
429	Man Group plc	$1.6M	17,239	−30,685	TRIM
430	Cordoba Advisory Partners LLC	$1.6M	17,259	+314	ADD
431	LB Partners LLC	$1.6M	17,100	0	NO CHANGE
432	Cross Staff Investments Inc	$1.6M	16,876	−361	TRIM
433	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	$1.5M	16,657	+6,883	ADD
434	CITIZENS & NORTHERN CORP	$1.5M	16,365	+2,197	ADD
435	FULTON BANK, N.A.	$1.5M	16,052	+2,964	ADD
436	Vise Technologies, Inc.	$1.5M	11,552	0	NO CHANGE
437	GUARDIAN INVESTMENT MANAGEMENT	$1.5M	14,584	+3,706	ADD
438	Lansing Street Advisors	$1.5M	15,697	−91	TRIM
439	HBK Sorce Advisory LLC	$1.4M	13,813	−28	TRIM
440	Uniting Wealth Partners, LLC	$1.4M	15,300	+7,000	ADD
441	Allworth Financial LP	$1.4M	15,216	+6,740	ADD
442	Prospera Financial Services Inc	$1.4M	15,100	+9,249	ADD
443	NewEdge Wealth, LLC	$1.4M	14,996	−9,386	TRIM
444	Essex Financial Services, Inc.	$1.4M	14,921	−396	TRIM
445	STABLEFORD CAPITAL II LLC	$1.4M	14,838	+14,838	NEW
446	Zhang Financial LLC	$1.4M	14,835	−1,378	TRIM
447	Yelin Lapidot Holdings Management Ltd.	$1.4M	14,827	0	NO CHANGE
448	COOPER INVESTORS PTY LTD	$1.3M	14,513	−13,190	TRIM
449	Darwin Wealth Management, LLC	$1.3M	14,484	+4,296	ADD
450	Avior Wealth Management, LLC	$1.3M	14,358	+4,271	ADD
451	TFR Capital, LLC.	$1.3M	14,127	+37	ADD
452	FEDERATED HERMES, INC.	$1.3M	13,958	−72,439	TRIM
453	FINANCIAL MANAGEMENT NETWORK INC	$1.3M	13,759	−1,084	TRIM
454	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$1.3M	13,790	+5	ADD
455	GUGGENHEIM CAPITAL LLC	$1.3M	13,768	−2,348	TRIM
456	Choate Investment Advisors	$1.3M	13,761	−200	TRIM
457	CANANDAIGUA NATIONAL CORP	$1.3M	13,684	—	NO PRIOR
458	United Bank	$1.3M	13,617	+3,848	ADD
459	CastleKnight Management LP	$1.3M	13,600	+13,600	NEW
460	DAVENPORT & Co LLC	$1.3M	13,591	+7,677	ADD
461	Sivia Capital Partners, LLC	$1.3M	13,533	+11,540	ADD
462	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	13,508	−1,331	TRIM
463	EVERGREEN CAPITAL MANAGEMENT LLC	$1.2M	13,497	+10,487	ADD
464	Meiji Yasuda Life Insurance Co	$1.2M	13,338	+5,460	ADD
465	TEMA ETFS LLC	$1.2M	13,197	+218	ADD
466	CAISSE DES DEPOTS ET CONSIGNATIONS	$1.2M	13,040	+9,123	ADD
467	Cushing Capital Partners, LLC	$1.2M	13,029	−643	TRIM
468	Aquatic Capital Management LLC	$1.2M	12,989	+12,989	NEW
469	Apollon Wealth Management, LLC	$1.2M	12,893	−6,350	TRIM
470	Greenline Partners, LLC	$1.2M	12,783	0	NO CHANGE
471	MYDA Advisors LLC	$1.2M	12,700	+12,700	NEW
472	NICOLET BANKSHARES INC	$1.2M	12,721	+12,721	NEW
473	Ascent Group, LLC	$1.2M	12,604	−1,618	TRIM
474	Linscomb Wealth, Inc.	$1.2M	12,453	+5,453	ADD
475	VCI Wealth Management LLC	$1.2M	12,452	−6,101	TRIM
476	Snowden Capital Advisors LLC	$1.2M	12,444	+2,200	ADD
477	AE Wealth Management LLC	$1.1M	12,324	−125,912	TRIM
478	CHOREO, LLC	$1.1M	12,281	−5,646	TRIM
479	Independent Advisor Alliance	$1.1M	12,254	−4,588	TRIM
480	Cove Private Wealth, LLC	$1.1M	12,015	−8,112	TRIM
481	Buckland Partners Management Co LLC	$1.1M	12,000	0	NO CHANGE
482	Callan Family Office, LLC	$1.1M	11,874	−8,086	TRIM
483	TOWNSQUARE CAPITAL LLC	$1.1M	11,577	+5,270	ADD
484	Byrne Asset Management LLC	$1.1M	11,422	−6,377	TRIM
485	Northwest & Ethical Investments L.P.	$1.1M	11,583	+421	ADD
486	Winthrop Partners - WNY, LLC	$1.1M	11,378	+15	ADD
487	Portfolio Design Labs, LLC	$1.1M	11,372	+1,500	ADD
488	BRADLEY FOSTER & SARGENT INC/CT	$1.0M	11,335	−1,765	TRIM
489	QVT Financial LP	$1.0M	11,245	+11,245	NEW
490	Chemistry Wealth Management LLC	$1.0M	11,242	+4	ADD
491	Clear Harbor Asset Management, LLC	$1.0M	11,229	+1,100	ADD
492	Westover Capital Advisors, LLC	$1.0M	11,130	0	NO CHANGE
493	Segment Wealth Management, LLC	$1.0M	10,994	+215	ADD
494	DAYMARK WEALTH PARTNERS, LLC	$1.0M	10,904	+1,501	ADD
495	Wernau Asset Management Inc.	$1.0M	10,877	+104	ADD
496	Trueblood Wealth Management, LLC	$1.0M	10,873	−127	TRIM
497	ELEMENT POINTE ADVISORS, LLC	$999K	10,805	0	NO CHANGE
498	Avalon Trust Co	$999K	10,801	−1,500	TRIM
499	Steadtrust LLC	$999K	10,800	0	NO CHANGE
500	Private Advisor Group, LLC	$997K	10,779	−5,561	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · KKR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 ValueAct Holdings, Soros Fund Management, Moore Capital Management, Tudor Investment Corp $365M held
Trimming: 3 Lone Pine Capital, Gotham Asset Management, Bridgewater Associates $21.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · KKR & CO INC

Merged timeline of congressional filings and notable-manager moves on KKR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	ValueAct Holdings 13F	NEW	+3,279,700 sh
2026-05-15	Soros Fund Management 13F	NEW	+244,691 sh
2026-05-15	Moore Capital Management 13F	NEW	+217,600 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+200,269 sh
2026-05-15	Lone Pine Capital 13F	TRIM	−4,821,777 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,850 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−39,945 sh

8 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed KKR — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).