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。
2023 年第 1 季 13F 持有人
KE Holdings Inc. 在 2023/3/31 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
- 251
- 較 2022 年第 4 季 +1 家
- 持有股數
- 4.90 億
- 較 2022 年第 4 季 +2,586 萬 (+5.6%)
- 總市值
- $92.0 億
- 較 2022 年第 4 季 +$27.3 億 (+42.1%)
- 新進機構
- 31
- 另有 121 家加碼
- 清倉機構
- 30
- 另有 84 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 38,175,124 | $7.19 億 | 0.02% | +6,356,352+20.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 31,228,934 | $5.88 億 | 10.43% | +10,183,069+48.4% | 加碼 |
| Morgan Stanley | 28,518,149 | $5.37 億 | 0.06% | +6,683,169+30.6% | 加碼 |
| Price T Rowe Associates Inc | 25,623,503 | $4.83 億 | 0.07% | −494,028−1.9% | 減碼 |
| Vanguard Group Inc | 25,295,255 | $4.77 億 | 0.01% | +157,373+0.6% | 加碼 |
| Wellington Management Group LLP | 22,496,125 | $4.24 億 | 0.08% | +1,694,802+8.1% | 加碼 |
| Krane Funds Advisors LLC | 15,488,835 | $2.80 億 | 12.78% | −1,599,060−9.4% | 減碼 |
| Aspex Management (HK) Ltd | 13,242,268 | $2.49 億 | 6.13% | −2,871,083−17.8% | 減碼 |
| CoreView Capital Management Ltd | 13,109,773 | $2.47 億 | 31.46% | +949,529+7.8% | 加碼 |
| State Street Corp | 12,370,717 | $2.33 億 | 0.01% | +841,444+7.3% | 加碼 |
| Norges Bank | 11,135,772 | $2.10 億 | 0.05% | +1,457,775+15.1% | 加碼 |
| Alkeon Capital Management LLC | 10,900,327 | $2.05 億 | 1.32% | +3,885,342+55.4% | 加碼 |
| Schroder Investment Management Group | 10,167,109 | $1.92 億 | 0.28% | +2,463,330+32.0% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 10,000,000 | $1.88 億 | 37.28% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 9,146,040 | $1.72 億 | 0.05% | +1,468,997+19.1% | 加碼 |
| SC US (TTGP), Ltd. | 8,223,683 | $1.55 億 | 1.83% | −2,741,228−25.0% | 減碼 |
| Carmignac Gestion | 7,862,050 | $1.48 億 | 2.47% | −1,791,682−18.6% | 減碼 |
| Renaissance Technologies LLC | 7,676,294 | $1.45 億 | 0.19% | +1,238,700+19.2% | 加碼 |
| Matthews International Capital Management LLC | 6,795,549 | $1.28 億 | 12.77% | +874,247+14.8% | 加碼 |
| SC China Holding Ltd | 5,771,311 | $1.09 億 | 11.42% | −923,770−13.8% | 減碼 |
| FMR LLC | 5,682,323 | $1.07 億 | 0.01% | −1,915,809−25.2% | 減碼 |
| Assenagon Asset Management S.A. | 5,670,471 | $1.07 億 | 0.42% | +1,741,779+44.3% | 加碼 |
| Bank of America Corp | 5,601,182 | $1.06 億 | 0.01% | +2,213,945+65.4% | 加碼 |
| Legal & General Group Plc | 5,407,481 | $1.02 億 | 0.04% | +26,261+0.5% | 加碼 |
| Artisan Partners Limited Partnership | 5,204,139 | $9,805 萬 | 0.16% | −1,505,545−22.4% | 減碼 |
| M&G Investment Management Ltd | 5,022,825 | $9,543 萬 | 0.67% | −144,255−2.8% | 減碼 |
| H Capital V GP, L.P. | 4,948,245 | $9,322 萬 | 98.98% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 4,758,500 | $8,965 萬 | 0.54% | −1,000,000−17.4% | 減碼 |
| Deutsche Bank AG | 4,645,476 | $8,752 萬 | 0.05% | +804,319+20.9% | 加碼 |
| Canada Pension Plan Investment Board | 4,412,005 | $8,312 萬 | 0.13% | +1,349,100+44.0% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 3,934,720 | $7,413 萬 | 6.78% | +2,436,020+162.5% | 加碼 |
| UBS Asset Management Americas Inc | 3,908,730 | $7,364 萬 | 0.04% | +716,018+22.4% | 加碼 |
| Pictet Asset Management SA | 3,520,682 | $6,633 萬 | 0.08% | +1,053,569+42.7% | 加碼 |
| JPMorgan Chase & Co | 3,456,588 | $6,512 萬 | 0.01% | +2,387,566+223.3% | 加碼 |
| TB Alternative Assets Ltd. | 3,313,165 | $6,242 萬 | 15.39% | −22,700−0.7% | 減碼 |
| E Fund Management Co., Ltd. | 3,221,430 | $6,069 萬 | 4.43% | +199,187+6.6% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,190,838 | $6,012 萬 | 3.48% | −1,595,000−33.3% | 減碼 |
| Geode Capital Management, LLC | 3,108,179 | $5,821 萬 | 0.01% | +88,914+2.9% | 加碼 |
| Coatue Management LLC大師Coatue | 2,825,761 | $5,324 萬 | 0.35% | +1,117,993+65.5% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 2,630,847 | $4,957 萬 | 4.99% | −472,920−15.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,559,900 | $4,823 萬 | 0.27% | +2,559,900 | 新進 |
| Indus Capital Partners, LLC | 2,511,692 | $4,732 萬 | 72.45% | +590,971+30.8% | 加碼 |
| Two Sigma Investments, LP | 2,492,759 | $4,696 萬 | 0.14% | +1,981,199+387.3% | 加碼 |
| Axiom Investors LLC | 2,471,416 | $4,656 萬 | 0.77% | +2,471,416 | 新進 |
| Northern Trust Corp | 2,395,465 | $4,513 萬 | 0.01% | +625,208+35.3% | 加碼 |
| Tiger Pacific Capital LP | 2,261,654 | $4,261 萬 | 9.07% | −1,271,119−36.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,190,852 | $4,128 萬 | 0.11% | −644,600−22.7% | 減碼 |
| Bridgewater Associates, LP | 2,121,052 | $3,996 萬 | 0.24% | −1,112,126−34.4% | 減碼 |
| Nuveen Asset Management, LLC | 2,109,408 | $3,974 萬 | 0.01% | +278,411+15.2% | 加碼 |
| Marshall Wace, LLP | 2,001,005 | $3,770 萬 | 0.09% | +1,757,517+721.8% | 加碼 |
| Point72 Hong Kong Ltd | 1,978,621 | $3,728 萬 | 9.08% | +1,978,621 | 新進 |
| Acadian Asset Management LLC | 1,839,288 | $3,464 萬 | 0.15% | +1,839,288 | 新進 |
| Swiss National Bank | 1,809,283 | $3,409 萬 | 0.02% | +2,600+0.1% | 加碼 |
| Voloridge Investment Management, LLC | 1,663,917 | $3,135 萬 | 0.16% | +897,218+117.0% | 加碼 |
| Bank of New York Mellon Corp | 1,648,952 | $3,107 萬 | 0.01% | −66,137−3.9% | 減碼 |
| Baillie Gifford & Co | 1,603,642 | $3,021 萬 | 0.03% | −120,899−7.0% | 減碼 |
| Blue Creek Capital Management Ltd | 1,601,612 | $3,017 萬 | 20.02% | +530,000+49.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,563,074 | $2,945 萬 | 0.02% | +22,282+1.4% | 加碼 |
| FIL Ltd | 1,555,368 | $2,930 萬 | 0.03% | +583,448+60.0% | 加碼 |
| Driehaus Capital Management LLC | 1,509,360 | $2,844 萬 | 0.40% | +1,456,494+2,755.1% | 加碼 |
| HSBC Holdings PLC | 1,472,084 | $2,773 萬 | 0.04% | +302,964+25.9% | 加碼 |
| Jennison Associates LLC | 1,468,200 | $2,766 萬 | 0.03% | +118,905+8.8% | 加碼 |
| Capital Fund Management S.A. | 1,433,199 | $2,700 萬 | 0.53% | −433,593−23.2% | 減碼 |
| SEI Investments Co | 1,314,823 | $2,477 萬 | 0.05% | +701,203+114.3% | 加碼 |
| UBS Group AG | 1,298,973 | $2,447 萬 | 0.01% | −1,595,044−55.1% | 減碼 |
| Credit Suisse AG | 1,251,869 | $2,359 萬 | 0.02% | +207,744+19.9% | 加碼 |
| Two Sigma Advisers, LP | 1,203,400 | $2,267 萬 | 0.06% | +1,136,800+1,706.9% | 加碼 |
| California Public Employees Retirement System | 1,192,888 | $2,247 萬 | 0.02% | −197,395−14.2% | 減碼 |
| Pertento Partners LLP | 1,076,197 | $2,028 萬 | 5.04% | +73,469+7.3% | 加碼 |
| TD Asset Management Inc | 1,042,374 | $1,964 萬 | 0.02% | +62,398+6.4% | 加碼 |
| Citadel Advisors LLC | 1,007,132 | $1,897 萬 | 0.02% | −304,533−23.2% | 減碼 |
| National Bank of Canada | 996,762 | $1,889 萬 | 0.05% | +956,062+2,349.0% | 加碼 |
| Think Investments LP | 1,001,900 | $1,888 萬 | 4.47% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 928,832 | $1,750 萬 | 0.88% | +406,610+77.9% | 加碼 |
| AQR Capital Management LLC | 921,503 | $1,736 萬 | 0.04% | −20,198−2.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 896,993 | $1,690 萬 | 0.04% | +107,645+13.6% | 加碼 |
| Charles Schwab Investment Management Inc | 896,574 | $1,689 萬 | 0.01% | +3,556+0.4% | 加碼 |
| Capital World Investors | 895,164 | $1,686 萬 | 0.00% | +895,164 | 新進 |
| Broad Peak Investment Holdings Ltd. | 875,000 | $1,649 萬 | 2.36% | +875,000 | 新進 |
| Alta Park Capital, LP | 852,605 | $1,606 萬 | 1.66% | +852,605 | 新進 |
| Lazard Asset Management LLC | 834,862 | $1,573 萬 | 0.02% | +51,537+6.6% | 加碼 |
| Verition Fund Management LLC | 814,570 | $1,535 萬 | 0.24% | +814,570 | 新進 |
| Millennium Management LLC | 762,470 | $1,437 萬 | 0.02% | +111,074+17.1% | 加碼 |
| Great West Life Assurance Co | 744,793 | $1,404 萬 | 0.03% | +58,900+8.6% | 加碼 |
| Invesco Ltd. | 737,395 | $1,389 萬 | 0.00% | −654,394−47.0% | 減碼 |
| American Century Companies Inc | 730,936 | $1,376 萬 | 0.01% | +100,029+15.9% | 加碼 |
| Van Eck Associates Corp | 681,815 | $1,285 萬 | 0.03% | +289,594+73.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 675,830 | $1,273 萬 | 0.12% | +323,460+91.8% | 加碼 |
| Susquehanna International Group, LLP | 673,554 | $1,269 萬 | 0.02% | −18,539−2.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 673,047 | $1,268 萬 | 0.32% | −88,837−11.7% | 減碼 |
| State of Wisconsin Investment Board | 656,816 | $1,237 萬 | 0.04% | −27,476−4.0% | 減碼 |
| Royal Bank of Canada | 647,810 | $1,221 萬 | 0.00% | +287,080+79.6% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 624,643 | $1,177 萬 | 6.57% | +174,067+38.6% | 加碼 |
| Russell Investments Group, Ltd. | 598,254 | $1,127 萬 | 0.02% | +517,127+637.4% | 加碼 |
| Old Well Partners, LLC | 583,390 | $1,099 萬 | 8.69% | −77,500−11.7% | 減碼 |
| APG Asset Management N.V. | 620,166 | $1,075 萬 | 0.02% | −70,100−10.2% | 減碼 |
| Alberta Investment Management Corp | 547,423 | $1,031 萬 | 0.10% | +135,669+32.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 532,610 | $1,003 萬 | 0.01% | +56,921+12.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 525,890 | $990.8 萬 | 0.05% | +488,574+1,309.3% | 加碼 |
| Bank of Montreal | 521,400 | $990.7 萬 | 0.01% | +162,405+45.2% | 加碼 |