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 4 季 13F 持有人
KE Holdings Inc. 在 2021/12/31 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
- 205
- 較 2021 年第 3 季 +33 家
- 持有股數
- 4.14 億
- 較 2021 年第 3 季 +5,868 萬 (+16.5%)
- 總市值
- $83.4 億
- 較 2021 年第 3 季 +$18.4 億 (+28.3%)
- 新進機構
- 57
- 另有 68 家加碼
- 清倉機構
- 24
- 另有 58 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SB Global Advisers Ltd | 73,026,983 | $14.7 億 | 29.17% | −4,407,304−5.7% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 30,957,063 | $6.23 億 | 2.55% | +755,277+2.5% | 加碼 |
| Morgan Stanley | 22,471,473 | $4.52 億 | 0.06% | +501,148+2.3% | 加碼 |
| Baillie Gifford & Co | 20,756,313 | $4.18 億 | 0.23% | −80,463−0.4% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 17,007,004 | $3.42 億 | 2.07% | +13,126,220+338.2% | 加碼 |
| BlackRock Inc. | 16,317,087 | $3.28 億 | 0.01% | +1,074,677+7.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 16,093,820 | $3.24 億 | 9.61% | −283,293−1.7% | 減碼 |
| Krane Funds Advisors LLC | 12,901,418 | $2.60 億 | 6.51% | +3,799,536+41.7% | 加碼 |
| Coatue Management LLC大師Coatue | 12,071,862 | $2.43 億 | 1.08% | +5,180,823+75.2% | 加碼 |
| SC US (TTGP), Ltd. | 10,964,911 | $2.21 億 | 1.10% | +10,964,911 | 新進 |
| Alkeon Capital Management LLC | 9,897,217 | $1.99 億 | 0.68% | +2,000,000+25.3% | 加碼 |
| JPMorgan Chase & Co | 9,638,581 | $1.94 億 | 0.02% | −2,199,175−18.6% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,545,997 | $1.92 億 | 7.12% | −131,950−1.4% | 減碼 |
| Goldman Sachs Group Inc | 9,141,843 | $1.84 億 | 0.04% | −1,787,913−16.4% | 減碼 |
| Aspex Management (HK) Ltd | 9,000,000 | $1.81 億 | 5.54% | +6,500,000+260.0% | 加碼 |
| Vanguard Group Inc | 8,830,093 | $1.78 億 | 0.00% | +90,616+1.0% | 加碼 |
| TB Alternative Assets Ltd. | 8,373,863 | $1.68 億 | 49.77% | +229,200+2.8% | 加碼 |
| CoreView Capital Management Ltd | 8,151,216 | $1.64 億 | 43.91% | +8,151,216 | 新進 |
| Price T Rowe Associates Inc | 8,013,735 | $1.61 億 | 0.01% | +3,776,744+89.1% | 加碼 |
| State Street Corp | 6,418,098 | $1.29 億 | 0.01% | +149,539+2.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,012,100 | $1.01 億 | 1.56% | 00.0% | 不變 |
| H Capital V GP, L.P. | 4,948,245 | $9,956 萬 | 98.82% | +4,948,245 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,284,764 | $8,621 萬 | 0.18% | +4,284,764 | 新進 |
| Invesco Ltd. | 3,985,207 | $8,018 萬 | 0.02% | +800,919+25.2% | 加碼 |
| FMR LLC | 3,747,340 | $7,540 萬 | 0.01% | −733,991−16.4% | 減碼 |
| Canada Pension Plan Investment Board | 3,414,800 | $6,871 萬 | 0.07% | +1,432,404+72.3% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 3,333,333 | $6,707 萬 | 40.72% | +2,083,333+166.7% | 加碼 |
| SC China Holding Ltd | 3,000,000 | $6,036 萬 | 5.41% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 2,920,256 | $5,876 萬 | 0.17% | +2,920,256 | 新進 |
| E Fund Management Co., Ltd. | 2,621,590 | $5,275 萬 | 1.86% | +813,375+45.0% | 加碼 |
| Wellington Management Group LLP | 2,411,377 | $4,852 萬 | 0.01% | +2,411,377 | 新進 |
| Legal & General Group Plc | 2,372,290 | $4,773 萬 | 0.01% | +558,791+30.8% | 加碼 |
| Point72 Hong Kong Ltd | 2,269,783 | $4,567 萬 | 3.85% | +2,269,776+32,425,371.4% | 加碼 |
| Bridgewater Associates, LP | 2,260,108 | $4,547 萬 | 0.26% | +417,003+22.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,000,127 | $4,024 萬 | 0.02% | +660,037+49.3% | 加碼 |
| Norges Bank | 1,911,033 | $3,845 萬 | 0.01% | −653,785−25.5% | 減碼 |
| Tiger Pacific Capital LP | 1,891,139 | $3,805 萬 | 5.36% | +1,891,139 | 新進 |
| M&G Investment Management Ltd | 1,839,458 | $3,679 萬 | 0.27% | +431,331+30.6% | 加碼 |
| Indus Capital Partners, LLC | 1,699,196 | $3,419 萬 | 8.33% | −1,123,466−39.8% | 減碼 |
| Antipodes Partners Ltd | 1,544,530 | $3,108 萬 | 1.12% | +1,544,530 | 新進 |
| Credit Suisse AG | 1,500,503 | $3,019 萬 | 0.02% | −247,239−14.1% | 減碼 |
| Kylin Management LLC | 1,455,642 | $2,929 萬 | 16.97% | +558,842+62.3% | 加碼 |
| Geode Capital Management, LLC | 1,451,566 | $2,899 萬 | 0.00% | +151,532+11.7% | 加碼 |
| Farallon Capital Management, L.L.C. | 1,397,000 | $2,811 萬 | 0.16% | +1,124,000+411.7% | 加碼 |
| Perseverance Asset Management International | 1,286,915 | $2,589 萬 | 16.06% | +1,240,448+2,669.5% | 加碼 |
| Northern Trust Corp | 1,153,964 | $2,322 萬 | 0.00% | +268,745+30.4% | 加碼 |
| Renaissance Technologies LLC | 1,027,000 | $2,066 萬 | 0.03% | +850,100+480.6% | 加碼 |
| Bank of America Corp | 984,206 | $1,980 萬 | 0.00% | −50,386−4.9% | 減碼 |
| Penserra Capital Management LLC | 921,028 | $1,853 萬 | 0.40% | −161,220−14.9% | 減碼 |
| Deutsche Bank AG | 875,788 | $1,762 萬 | 0.01% | +38,225+4.6% | 加碼 |
| Bank of New York Mellon Corp | 854,844 | $1,720 萬 | 0.00% | +408,957+91.7% | 加碼 |
| Swiss National Bank | 849,767 | $1,710 萬 | 0.01% | −1,400−0.2% | 減碼 |
| AQR Capital Management LLC | 784,006 | $1,577 萬 | 0.03% | −7,526−1.0% | 減碼 |
| Jane Street Group, LLC | 774,367 | $1,558 萬 | 0.03% | +135,497+21.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 760,158 | $1,529 萬 | 0.01% | −39,889−5.0% | 減碼 |
| Mass Ave Global Inc. | 759,229 | $1,528 萬 | 8.00% | +759,229 | 新進 |
| Pertento Partners LLP | 729,609 | $1,468 萬 | 6.87% | +729,609 | 新進 |
| Hel Ved Capital Management Ltd | 727,200 | $1,463 萬 | 9.57% | +727,200 | 新進 |
| UBS Group AG | 726,065 | $1,461 萬 | 0.01% | −165,707−18.6% | 減碼 |
| Balyasny Asset Management LLC | 723,149 | $1,455 萬 | 0.06% | −204,884−22.1% | 減碼 |
| Segantii Capital Management Ltd | 670,000 | $1,348 萬 | 0.44% | −45,478−6.4% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 665,416 | $1,339 萬 | 0.03% | −3,104,886−82.4% | 減碼 |
| Capital World Investors | 662,174 | $1,332 萬 | 0.00% | −1,553,255−70.1% | 減碼 |
| Citadel Advisors LLC | 661,555 | $1,331 萬 | 0.01% | +417,563+171.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 594,896 | $1,197 萬 | 0.02% | −9,065−1.5% | 減碼 |
| Matthews International Capital Management LLC | 585,300 | $1,178 萬 | 1.23% | −403,300−40.8% | 減碼 |
| WT Asset Management Ltd | 582,062 | $1,171 萬 | 2.31% | +582,062 | 新進 |
| Nuveen Asset Management, LLC | 543,311 | $1,093 萬 | 0.00% | +62,200+12.9% | 加碼 |
| Parametric Portfolio Associates LLC | 526,273 | $1,059 萬 | 0.01% | +176,846+50.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 512,000 | $1,030 萬 | 0.05% | +383,700+299.1% | 加碼 |
| California Public Employees Retirement System | 482,835 | $971.5 萬 | 0.01% | −21,302−4.2% | 減碼 |
| Pictet Asset Management SA | 424,552 | $854.2 萬 | 0.01% | +10,900+2.6% | 加碼 |
| Great West Life Assurance Co | 408,878 | $820.4 萬 | 0.02% | +27,136+7.1% | 加碼 |
| Cavalry Management Group, LLC | 401,466 | $807.8 萬 | 0.94% | +401,466 | 新進 |
| HSBC Holdings PLC | 378,355 | $761.8 萬 | 0.01% | −39,315−9.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 377,217 | $758.9 萬 | 0.02% | −65,192−14.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 323,513 | $650.9 萬 | 0.01% | −1,108,871−77.4% | 減碼 |
| Charles Schwab Investment Management Inc | 315,369 | $634.6 萬 | 0.00% | +10,210+3.3% | 加碼 |
| Long Corridor Asset Management Ltd | 300,000 | $603.6 萬 | 11.96% | −130,000−30.2% | 減碼 |
| Millennium Management LLC | 298,087 | $599.8 萬 | 0.01% | −185,163−38.3% | 減碼 |
| Old Well Partners, LLC | 289,890 | $583.3 萬 | 3.61% | +289,890 | 新進 |
| Group One Trading, L.P. | 263,108 | $529.4 萬 | 0.10% | +253,183+2,551.0% | 加碼 |
| FIL Ltd | 256,234 | $515.5 萬 | 0.01% | +256,234 | 新進 |
| Handelsbanken Fonder AB | 255,600 | $514.3 萬 | 0.03% | +55,600+27.8% | 加碼 |
| AnglePoint Asset Management Ltd | 239,026 | $480.9 萬 | 6.30% | +239,026 | 新進 |
| Standard Life Aberdeen plc | 217,914 | $438.4 萬 | 0.01% | −37,644−14.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 214,438 | $431.4 萬 | 0.05% | −1,252,731−85.4% | 減碼 |
| Pinpoint Asset Management Ltd | 87,500 | $401.0 萬 | 3.69% | −365,400−80.7% | 減碼 |
| Korea Investment CORP | 185,657 | $373.5 萬 | 0.01% | +125,469+208.5% | 加碼 |
| Alliancebernstein L.P. | 179,462 | $361.1 萬 | 0.00% | +179,462 | 新進 |
| National Bank of Canada | 175,200 | $352.5 萬 | 0.01% | +175,200 | 新進 |
| Toroso Investments, LLC | 173,544 | $349.2 萬 | 0.11% | +173,544 | 新進 |
| Susquehanna International Group, LLP | 168,716 | $339.5 萬 | 0.01% | −20,552−10.9% | 減碼 |
| Citigroup Inc | 166,926 | $335.9 萬 | 0.00% | +13,903+9.1% | 加碼 |
| Aviva PLC | 166,783 | $335.6 萬 | 0.01% | +37,800+29.3% | 加碼 |
| Bluefin Capital Management, LLC | 154,782 | $311.4 萬 | 0.25% | +154,782 | 新進 |
| British Columbia Investment Management Corp | 148,250 | $298.3 萬 | 0.02% | −250−0.2% | 減碼 |
| Ameriprise Financial Inc | 142,023 | $285.0 萬 | 0.00% | +23,719+20.0% | 加碼 |
| Public Sector Pension Investment Board | 128,126 | $257.8 萬 | 0.01% | +128,126 | 新進 |
| Nordea Investment Management AB | 125,331 | $256.2 萬 | 0.00% | +1,142+0.9% | 加碼 |