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 3 季 13F 持有人
KE Holdings Inc. 在 2021/9/30 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
- 175
- 較 2021 年第 2 季 −45 家
- 持有股數
- 3.56 億
- 較 2021 年第 2 季 +7,502 萬 (+26.7%)
- 總市值
- $65.1 億
- 較 2021 年第 2 季 −$69.1 億 (−51.5%)
- 新進機構
- 28
- 另有 81 家加碼
- 清倉機構
- 73
- 另有 42 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SB Global Advisers Ltd | 77,434,287 | $14.1 億 | 66.93% | +77,434,287 | 新進 |
| Lone Pine Capital LLC大師孤松資本 | 30,201,786 | $5.51 億 | 1.86% | +17,132,569+131.1% | 加碼 |
| Morgan Stanley | 21,970,325 | $4.01 億 | 0.05% | +20,719,482+1,656.4% | 加碼 |
| Baillie Gifford & Co | 20,836,776 | $3.80 億 | 0.20% | −101,143−0.5% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 16,377,113 | $2.99 億 | 7.53% | +7,141,645+77.3% | 加碼 |
| BlackRock Inc. | 15,242,410 | $2.78 億 | 0.01% | +114,130+0.8% | 加碼 |
| JPMorgan Chase & Co | 11,837,756 | $2.16 億 | 0.03% | −1,255,226−9.6% | 減碼 |
| Goldman Sachs Group Inc | 10,929,756 | $2.00 億 | 0.05% | +9,048,000+480.8% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,677,947 | $1.77 億 | 7.14% | +9,677,947 | 新進 |
| Krane Funds Advisors LLC | 9,101,882 | $1.66 億 | 3.44% | +4,968,635+120.2% | 加碼 |
| Vanguard Group Inc | 8,739,477 | $1.60 億 | 0.00% | +331,672+3.9% | 加碼 |
| TB Alternative Assets Ltd. | 8,144,663 | $1.49 億 | 34.55% | +8,144,663 | 新進 |
| Alkeon Capital Management LLC | 7,897,217 | $1.44 億 | 0.49% | +7,897,217 | 新進 |
| Coatue Management LLC大師Coatue | 6,891,039 | $1.26 億 | 0.51% | +6,891,039 | 新進 |
| Two Sigma Advisers, LP | 6,320,100 | $1.15 億 | 0.30% | +6,320,100 | 新進 |
| State Street Corp | 6,268,559 | $1.14 億 | 0.01% | +484,395+8.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,012,100 | $9,152 萬 | 1.20% | 00.0% | 不變 |
| Two Sigma Investments, LP | 4,860,662 | $8,876 萬 | 0.24% | +4,841,362+25,084.8% | 加碼 |
| FMR LLC | 4,481,331 | $8,183 萬 | 0.01% | +3,826,302+584.1% | 加碼 |
| Price T Rowe Associates Inc | 4,236,991 | $7,737 萬 | 0.01% | +1,304,812+44.5% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,880,784 | $7,086 萬 | 0.40% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 3,780,797 | $6,904 萬 | 0.45% | −3,595,274−48.7% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 3,770,302 | $6,885 萬 | 0.13% | +1,270,302+50.8% | 加碼 |
| Invesco Ltd. | 3,184,288 | $5,815 萬 | 0.01% | −649,115−16.9% | 減碼 |
| SC China Holding Ltd | 3,000,000 | $5,478 萬 | 4.92% | 00.0% | 不變 |
| Indus Capital Partners, LLC | 2,822,662 | $5,154 萬 | 8.89% | +2,518,135+826.9% | 加碼 |
| Norges Bank | 2,564,818 | $4,683 萬 | 0.01% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 2,500,000 | $4,565 萬 | 1.52% | 00.0% | 不變 |
| Capital World Investors | 2,215,429 | $4,044 萬 | 0.01% | −2,588,290−53.9% | 減碼 |
| Canada Pension Plan Investment Board | 1,982,396 | $3,620 萬 | 0.04% | +1,878,496+1,808.0% | 加碼 |
| Bridgewater Associates, LP | 1,843,105 | $3,366 萬 | 0.18% | +855,248+86.6% | 加碼 |
| Legal & General Group Plc | 1,813,499 | $3,311 萬 | 0.01% | −65,334−3.5% | 減碼 |
| E Fund Management Co., Ltd. | 1,808,215 | $3,302 萬 | 1.38% | +1,808,215 | 新進 |
| Credit Suisse AG | 1,747,742 | $3,191 萬 | 0.03% | +809,221+86.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 1,467,169 | $2,679 萬 | 0.29% | +841,113+134.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,432,384 | $2,616 萬 | 0.03% | +1,371,624+2,257.4% | 加碼 |
| M&G Investment Management Ltd | 1,408,127 | $2,535 萬 | 0.12% | +1,408,127 | 新進 |
| UBS Asset Management Americas Inc | 1,340,090 | $2,447 萬 | 0.01% | −1,551,143−53.6% | 減碼 |
| Geode Capital Management, LLC | 1,300,034 | $2,354 萬 | 0.00% | +152,370+13.3% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,250,000 | $2,283 萬 | 48.35% | +480,215+62.4% | 加碼 |
| Penserra Capital Management LLC | 1,082,248 | $1,976 萬 | 0.41% | −141,535−11.6% | 減碼 |
| Bank of America Corp | 1,034,592 | $1,889 萬 | 0.00% | +100,926+10.8% | 加碼 |
| Matthews International Capital Management LLC | 988,600 | $1,805 萬 | 1.09% | +520,100+111.0% | 加碼 |
| Balyasny Asset Management LLC | 928,033 | $1,695 萬 | 0.08% | +928,033 | 新進 |
| Kylin Management LLC | 896,800 | $1,638 萬 | 13.02% | +82,836+10.2% | 加碼 |
| UBS Group AG | 891,772 | $1,628 萬 | 0.01% | +28,683+3.3% | 加碼 |
| Northern Trust Corp | 885,219 | $1,616 萬 | 0.00% | −609,203−40.8% | 減碼 |
| Swiss National Bank | 851,167 | $1,554 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 837,563 | $1,529 萬 | 0.01% | +74,194+9.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 800,047 | $1,461 萬 | 0.01% | −4,639,444−85.3% | 減碼 |
| AQR Capital Management LLC | 791,532 | $1,445 萬 | 0.03% | +211,903+36.6% | 加碼 |
| Pinpoint Asset Management Ltd | 452,900 | $1,325 萬 | 4.87% | −386,800−46.1% | 減碼 |
| Segantii Capital Management Ltd | 715,478 | $1,307 萬 | 0.46% | −124,907−14.9% | 減碼 |
| Jane Street Group, LLC | 638,870 | $1,167 萬 | 0.03% | +445,293+230.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 603,961 | $1,103 萬 | 0.02% | −49,187−7.5% | 減碼 |
| California Public Employees Retirement System | 504,137 | $920.6 萬 | 0.01% | +13,381+2.7% | 加碼 |
| Ergoteles LLC | 503,745 | $919.8 萬 | 0.34% | +503,745 | 新進 |
| Millennium Management LLC | 483,250 | $882.4 萬 | 0.01% | +21,638+4.7% | 加碼 |
| Nuveen Asset Management, LLC | 481,111 | $878.5 萬 | 0.00% | +48,858+11.3% | 加碼 |
| CIF Asset Management Ltd | 447,800 | $817.7 萬 | 9.59% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 445,887 | $814.2 萬 | 0.00% | +15,074+3.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 442,409 | $807.8 萬 | 0.02% | +410,454+1,284.5% | 加碼 |
| Long Corridor Asset Management Ltd | 430,000 | $785.2 萬 | 9.26% | +430,000 | 新進 |
| HSBC Holdings PLC | 417,670 | $762.4 萬 | 0.01% | −311,992−42.8% | 減碼 |
| Pictet Asset Management SA | 413,652 | $755.3 萬 | 0.01% | +413,652 | 新進 |
| Great West Life Assurance Co | 381,742 | $702.1 萬 | 0.02% | +30,100+8.6% | 加碼 |
| Assenagon Asset Management S.A. | 374,999 | $684.7 萬 | 0.03% | +374,999 | 新進 |
| Parametric Portfolio Associates LLC | 349,427 | $638.1 萬 | 0.00% | +238,367+214.6% | 加碼 |
| Charles Schwab Investment Management Inc | 305,159 | $557.3 萬 | 0.00% | +6,500+2.2% | 加碼 |
| Farallon Capital Management, L.L.C. | 273,000 | $498.5 萬 | 0.03% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 266,200 | $486.1 萬 | 0.03% | +81,200+43.9% | 加碼 |
| Standard Life Aberdeen plc | 255,558 | $463.7 萬 | 0.01% | −1,299,164−83.6% | 減碼 |
| Citadel Advisors LLC | 243,992 | $445.5 萬 | 0.00% | +109,805+81.8% | 加碼 |
| SG Americas Securities, LLC | 241,574 | $441.1 萬 | 0.02% | −421,487−63.6% | 減碼 |
| Handelsbanken Fonder AB | 200,000 | $365.2 萬 | 0.02% | +10,100+5.3% | 加碼 |
| Susquehanna International Group, LLP | 189,268 | $345.6 萬 | 0.00% | −231,452−55.0% | 減碼 |
| Renaissance Technologies LLC | 176,900 | $323.0 萬 | 0.00% | +65,700+59.1% | 加碼 |
| Andra AP-fonden | 176,800 | $322.8 萬 | 0.07% | +30,000+20.4% | 加碼 |
| Citigroup Inc | 153,023 | $279.4 萬 | 0.00% | −175,020−53.4% | 減碼 |
| British Columbia Investment Management Corp | 148,500 | $271.2 萬 | 0.02% | 00.0% | 不變 |
| Alberta Investment Management Corp | 132,772 | $242.4 萬 | 0.02% | −612−0.5% | 減碼 |
| Aviva PLC | 128,983 | $235.5 萬 | 0.01% | +18,279+16.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 128,300 | $234.3 萬 | 0.01% | +124,000+2,883.7% | 加碼 |
| Nordea Investment Management AB | 124,189 | $232.6 萬 | 0.00% | +99,402+401.0% | 加碼 |
| Marshall Wace Asia Ltd | 127,066 | $232.0 萬 | 0.05% | +36,704+40.6% | 加碼 |
| Zeal Asset Management Ltd | 119,751 | $217.6 萬 | 0.65% | −229,212−65.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 118,272 | $216.0 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 118,304 | $216.0 萬 | 0.00% | +14,926+14.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 116,596 | $212.9 萬 | 0.03% | +58,355+100.2% | 加碼 |
| Storebrand Asset Management AS | 115,674 | $211.2 萬 | 0.01% | +20,014+20.9% | 加碼 |
| Schroder Investment Management Group | 341,301 | $207.7 萬 | 0.00% | +321,750+1,645.7% | 加碼 |
| Renaissance Capital LLC | 111,097 | $202.9 萬 | 0.41% | −152,920−57.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,615 | $198.3 萬 | 0.02% | −34,817−24.3% | 減碼 |
| First Trust Advisors LP | 108,245 | $197.7 萬 | 0.00% | +979+0.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,787 | $185.9 萬 | 0.01% | +10,498+11.5% | 加碼 |
| Cutler Group LP | 94,986 | $173.4 萬 | 0.13% | +91,244+2,438.4% | 加碼 |
| Macquarie Group Ltd | 88,129 | $160.9 萬 | 0.00% | +6,474+7.9% | 加碼 |
| Marshall Wace, LLP | 83,745 | $152.9 萬 | 0.01% | −42,513−33.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,049 | $151.6 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 74,956 | $136.9 萬 | 0.02% | +69,247+1,212.9% | 加碼 |