KE Holdings Inc.
BEKE- 交易所
- NYSE
- 產業
- Real Estate Agents & Managers (For Others)
- SEC CIK
- 0001809587
近 90 天，KE Holdings Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 204 家機構在 13F 申報持有，市值合計 $18.5 億；大師中只有高瓴 HHLR持有。
2021 年第 2 季 13F 持有人
KE Holdings Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 223
- 較 2021 年第 1 季 +19 家
- 持有股數
- 2.83 億
- 較 2021 年第 1 季 +1,190 萬 (+4.4%)
- 總市值
- $135.0 億
- 較 2021 年第 1 季 −$19.5 億 (−12.6%)
- 新進機構
- 56
- 另有 101 家加碼
- 清倉機構
- 37
- 另有 48 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BEKE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 204 | $18.5 億 |
| 2026 年第 1 季 | 199 | $20.4 億 |
| 2025 年第 4 季 | 222 | $27.4 億 |
| 2025 年第 3 季 | 242 | $37.7 億 |
| 2025 年第 2 季 | 258 | $43.6 億 |
| 2025 年第 1 季 | 306 | $91.6 億 |
| 2024 年第 4 季 | 301 | $88.4 億 |
| 2024 年第 3 季 | 287 | $92.4 億 |
| 2024 年第 2 季 | 274 | $67.3 億 |
| 2024 年第 1 季 | 269 | $62.7 億 |
| 2023 年第 4 季 | 277 | $74.6 億 |
| 2023 年第 3 季 | 259 | $72.2 億 |
| 2023 年第 2 季 | 249 | $69.8 億 |
| 2023 年第 1 季 | 251 | $92.0 億 |
| 2022 年第 4 季 | 251 | $64.8 億 |
| 2022 年第 3 季 | 231 | $85.2 億 |
| 2022 年第 2 季 | 229 | $80.2 億 |
| 2022 年第 1 季 | 208 | $50.8 億 |
| 2021 年第 4 季 | 205 | $83.4 億 |
| 2021 年第 3 季 | 175 | $65.1 億 |
| 2021 年第 2 季 | 223 | $135.0 億 |
| 2021 年第 1 季 | 207 | $155.1 億 |
2021 年第 2 季持有機構
每家機構持有 KE Holdings Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 81,172,983 | $38.7 億 | 7.58% | −23,359,182−22.3% | 減碼 |
| Baillie Gifford & Co | 20,937,919 | $9.98 億 | 0.49% | +770,744+3.8% | 加碼 |
| BlackRock Inc. | 15,128,280 | $7.21 億 | 0.02% | +7,989,769+111.9% | 加碼 |
| JPMorgan Chase & Co | 13,092,982 | $6.24 億 | 0.08% | +2,071,401+18.8% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 13,069,217 | $6.23 億 | 2.01% | +13,069,217 | 新進 |
| Tybourne Capital Management (HK) Ltd | 9,235,468 | $4.40 億 | 9.27% | +2,848,340+44.6% | 加碼 |
| Vanguard Group Inc | 8,407,805 | $4.01 億 | 0.01% | +4,387,539+109.1% | 加碼 |
| Whale Rock Capital Management LLC | 7,376,071 | $3.52 億 | 2.30% | +1,006,468+15.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 5,801,313 | $2.77 億 | 0.51% | −3,790,736−39.5% | 減碼 |
| State Street Corp | 5,784,164 | $2.76 億 | 0.01% | +3,630,430+168.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,439,491 | $2.59 億 | 0.15% | +74,740+1.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,012,100 | $2.39 億 | 2.46% | 00.0% | 不變 |
| Capital World Investors | 4,803,719 | $2.29 億 | 0.04% | −1,598,337−25.0% | 減碼 |
| FIL Ltd | 4,636,551 | $2.21 億 | 0.24% | +1,232,365+36.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 4,611,868 | $2.20 億 | 0.86% | −469,990−9.2% | 減碼 |
| Krane Funds Advisors LLC | 4,133,247 | $1.97 億 | 5.90% | +1,125,169+37.4% | 加碼 |
| Artisan Partners Limited Partnership | 4,059,599 | $1.94 億 | 0.23% | +876,202+27.5% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,880,784 | $1.85 億 | 1.21% | 00.0% | 不變 |
| Invesco Ltd. | 3,833,403 | $1.83 億 | 0.04% | +2,149,272+127.6% | 加碼 |
| SC China Holding Ltd | 3,000,000 | $1.43 億 | 9.97% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 2,932,179 | $1.40 億 | 0.01% | +1,072,862+57.7% | 加碼 |
| UBS Asset Management Americas Inc | 2,891,233 | $1.38 億 | 0.06% | +837,929+40.8% | 加碼 |
| Norges Bank | 2,564,818 | $1.22 億 | 0.03% | +242,353+10.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 2,500,000 | $1.19 億 | 0.22% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 2,500,000 | $1.19 億 | 3.90% | 00.0% | 不變 |
| Egerton Capital (UK) LLP | 2,356,400 | $1.12 億 | 0.56% | +2,356,400 | 新進 |
| Goldman Sachs Group Inc | 1,881,756 | $8,972 萬 | 0.02% | −367,991−16.4% | 減碼 |
| Legal & General Group Plc | 1,878,833 | $8,958 萬 | 0.03% | +847,314+82.1% | 加碼 |
| Pictet Asset Management Ltd | 1,758,529 | $8,385 萬 | 0.09% | +138,231+8.5% | 加碼 |
| Standard Life Aberdeen plc | 1,554,722 | $7,415 萬 | 0.16% | +57,276+3.8% | 加碼 |
| Northern Trust Corp | 1,494,422 | $7,125 萬 | 0.01% | +41,048+2.8% | 加碼 |
| Prime Capital Management Co Ltd | 1,463,292 | $6,977 萬 | 11.55% | −48,918−3.2% | 減碼 |
| Scge Management, L.P. | 1,339,176 | $6,385 萬 | 0.60% | +1,223,584+1,058.5% | 加碼 |
| Morgan Stanley | 1,250,843 | $5,964 萬 | 0.01% | −2,193,512−63.7% | 減碼 |
| Penserra Capital Management LLC | 1,223,783 | $5,835 萬 | 1.06% | −395,644−24.4% | 減碼 |
| Geode Capital Management, LLC | 1,147,664 | $5,421 萬 | 0.01% | +771,520+205.1% | 加碼 |
| Bridgewater Associates, LP | 987,857 | $4,710 萬 | 0.30% | +34,489+3.6% | 加碼 |
| Jericho Capital Asset Management L.P. | 977,000 | $4,658 萬 | 1.10% | +977,000 | 新進 |
| Credit Suisse AG | 938,521 | $4,522 萬 | 0.04% | +454,215+93.8% | 加碼 |
| Bank of America Corp | 933,666 | $4,452 萬 | 0.00% | −984,796−51.3% | 減碼 |
| Voloridge Investment Management, LLC | 883,124 | $4,211 萬 | 0.29% | +700,797+384.4% | 加碼 |
| UBS Group AG | 863,089 | $4,115 萬 | 0.02% | −510,662−37.2% | 減碼 |
| Swiss National Bank | 851,167 | $4,058 萬 | 0.03% | +551,106+183.7% | 加碼 |
| Segantii Capital Management Ltd | 840,385 | $4,007 萬 | 1.27% | −445,370−34.6% | 減碼 |
| Pinpoint Asset Management Ltd | 839,700 | $4,004 萬 | 9.75% | +113,900+15.7% | 加碼 |
| Kylin Management LLC | 813,964 | $3,881 萬 | 15.78% | +409,464+101.2% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 769,785 | $3,670 萬 | 28.96% | +269,785+54.0% | 加碼 |
| Deutsche Bank AG | 763,369 | $3,640 萬 | 0.02% | +527,304+223.4% | 加碼 |
| HSBC Holdings PLC | 729,662 | $3,484 萬 | 0.04% | +484,899+198.1% | 加碼 |
| Discovery Value Fund | 668,009 | $3,185 萬 | 0.86% | −927,488−58.1% | 減碼 |
| SG Americas Securities, LLC | 663,061 | $3,162 萬 | 0.16% | +663,061 | 新進 |
| FMR LLC | 655,029 | $3,123 萬 | 0.00% | −2,569,011−79.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 653,148 | $3,114 萬 | 0.07% | +73,410+12.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 626,056 | $2,985 萬 | 0.38% | +311,335+98.9% | 加碼 |
| Thornburg Investment Management Inc | 590,457 | $2,815 萬 | 0.32% | −26,973−4.4% | 減碼 |
| AQR Capital Management LLC | 579,629 | $2,764 萬 | 0.05% | +470,508+431.2% | 加碼 |
| California Public Employees Retirement System | 490,756 | $2,340 萬 | 0.02% | +241,275+96.7% | 加碼 |
| Neuberger Berman Group LLC | 483,768 | $2,305 萬 | 0.02% | +483,768 | 新進 |
| Matthews International Capital Management LLC | 468,500 | $2,234 萬 | 0.93% | +159,380+51.6% | 加碼 |
| Millennium Management LLC | 461,612 | $2,201 萬 | 0.03% | +36,333+8.5% | 加碼 |
| CIF Asset Management Ltd | 447,800 | $2,135 萬 | 20.40% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 432,253 | $2,061 萬 | 0.01% | −309,141−41.7% | 減碼 |
| Himension Fund | 432,234 | $2,061 萬 | 2.00% | −205,977−32.3% | 減碼 |
| Bank of New York Mellon Corp | 430,813 | $2,054 萬 | 0.00% | +264,838+159.6% | 加碼 |
| Susquehanna International Group, LLP | 420,720 | $2,006 萬 | 0.02% | −144,793−25.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 378,830 | $1,806 萬 | 0.04% | −82,870−17.9% | 減碼 |
| Blackstone Group Inc. | 365,000 | $1,740 萬 | 0.04% | +365,000 | 新進 |
| Zeal Asset Management Ltd | 348,963 | $1,678 萬 | 3.83% | +188,907+118.0% | 加碼 |
| Great West Life Assurance Co | 351,642 | $1,676 萬 | 0.04% | +255,000+263.9% | 加碼 |
| Citigroup Inc | 328,043 | $1,564 萬 | 0.01% | +73,097+28.7% | 加碼 |
| Indus Capital Partners, LLC | 304,527 | $1,452 萬 | 2.46% | −92,061−23.2% | 減碼 |
| Charles Schwab Investment Management Inc | 298,659 | $1,424 萬 | 0.00% | +156,198+109.6% | 加碼 |
| Farallon Capital Management, L.L.C. | 273,000 | $1,302 萬 | 0.06% | 00.0% | 不變 |
| Renaissance Capital LLC | 264,017 | $1,259 萬 | 1.99% | +111,062+72.6% | 加碼 |
| Lazard Asset Management LLC | 256,318 | $1,222 萬 | 0.01% | +256,318 | 新進 |
| SEI Investments Co | 206,273 | $983.5 萬 | 0.02% | +39,853+23.9% | 加碼 |
| Jane Street Group, LLC | 193,577 | $923.0 萬 | 0.02% | −223,059−53.5% | 減碼 |
| Handelsbanken Fonder AB | 189,900 | $905.4 萬 | 0.05% | +189,900 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 185,000 | $882.1 萬 | 0.05% | +160,800+664.5% | 加碼 |
| Jupiter Asset Management Ltd | 179,234 | $854.6 萬 | 0.09% | +139,495+351.0% | 加碼 |
| British Columbia Investment Management Corp | 148,500 | $708.0 萬 | 0.04% | +95,900+182.3% | 加碼 |
| Andra AP-fonden | 146,800 | $699.9 萬 | 0.14% | +23,100+18.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 143,432 | $683.9 萬 | 0.08% | +58,165+68.2% | 加碼 |
| MayTech Global Investments, LLC | 143,383 | $683.6 萬 | 1.43% | +6,094+4.4% | 加碼 |
| WT Asset Management Ltd | 135,070 | $644.0 萬 | 1.09% | −1,411,533−91.3% | 減碼 |
| Citadel Advisors LLC | 134,187 | $639.8 萬 | 0.01% | −530,298−79.8% | 減碼 |
| Alberta Investment Management Corp | 133,384 | $636.0 萬 | 0.05% | +109,654+462.1% | 加碼 |
| Marshall Wace, LLP | 126,258 | $602.1 萬 | 0.03% | +126,258 | 新進 |
| Prudential Financial Inc | 121,700 | $580.3 萬 | 0.01% | −42,000−25.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 118,272 | $563.9 萬 | 0.02% | +73,710+165.4% | 加碼 |
| Renaissance Technologies LLC | 111,200 | $530.2 萬 | 0.01% | +111,200 | 新進 |
| Parametric Portfolio Associates LLC | 111,060 | $529.5 萬 | 0.00% | +3,196+3.0% | 加碼 |
| Aviva PLC | 110,704 | $527.8 萬 | 0.02% | +71,904+185.3% | 加碼 |
| Soros Capital Management LLC | 109,062 | $520.0 萬 | 0.67% | +22,000+25.3% | 加碼 |
| Korea Investment CORP | 108,461 | $517.1 萬 | 0.01% | +71,800+195.8% | 加碼 |
| First Trust Advisors LP | 107,266 | $511.4 萬 | 0.01% | +107,266 | 新進 |
| Canada Pension Plan Investment Board | 103,900 | $495.4 萬 | 0.01% | −1,880,100−94.8% | 減碼 |
| Ameriprise Financial Inc | 103,378 | $493.0 萬 | 0.00% | +38,950+60.5% | 加碼 |
| Blueshift Asset Management, LLC | 98,663 | $470.4 萬 | 0.26% | +98,663 | 新進 |
| Storebrand Asset Management AS | 95,660 | $456.1 萬 | 0.02% | +71,867+302.1% | 加碼 |