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 3 季 13F 持有人
KE Holdings Inc. 在 2023/9/30 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
- 259
- 較 2023 年第 2 季 +11 家
- 持有股數
- 4.65 億
- 較 2023 年第 2 季 −261.2 萬 (−0.6%)
- 總市值
- $72.2 億
- 較 2023 年第 2 季 +$2.75 億 (+4.0%)
- 新進機構
- 41
- 另有 103 家加碼
- 清倉機構
- 30
- 另有 94 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HHLR Advisors, Ltd.大師高瓴 HHLR | 30,665,445 | $4.76 億 | 10.63% | −5,157,209−14.4% | 減碼 |
| BlackRock Inc. | 30,050,312 | $4.66 億 | 0.01% | −324,031−1.1% | 減碼 |
| Price T Rowe Associates Inc | 29,165,670 | $4.53 億 | 0.07% | +6,987,224+31.5% | 加碼 |
| Vanguard Group Inc | 25,575,283 | $3.97 億 | 0.01% | +151,596+0.6% | 加碼 |
| Morgan Stanley | 19,200,460 | $2.98 億 | 0.03% | −485,733−2.5% | 減碼 |
| Wellington Management Group LLP | 16,798,828 | $2.61 億 | 0.05% | −3,258,135−16.2% | 減碼 |
| CoreView Capital Management Ltd | 15,796,103 | $2.45 億 | 27.09% | −234,700−1.5% | 減碼 |
| Goldman Sachs Group Inc | 15,464,223 | $2.40 億 | 0.06% | +2,547,272+19.7% | 加碼 |
| Krane Funds Advisors LLC | 14,689,799 | $2.28 億 | 9.36% | +1,853,640+14.4% | 加碼 |
| Capital World Investors | 11,098,643 | $1.72 億 | 0.03% | +62,183+0.6% | 加碼 |
| Norges Bank | 10,938,244 | $1.70 億 | 0.03% | −284,176−2.5% | 減碼 |
| State Street Corp | 10,702,202 | $1.68 億 | 0.01% | −937,215−8.1% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 9,893,959 | $1.54 億 | 39.82% | −106,041−1.1% | 減碼 |
| Renaissance Technologies LLC | 9,206,694 | $1.43 億 | 0.24% | +41,700+0.5% | 加碼 |
| Alkeon Capital Management LLC | 9,147,695 | $1.42 億 | 0.90% | −2,983,884−24.6% | 減碼 |
| Matthews International Capital Management LLC | 7,969,313 | $1.24 億 | 14.96% | +855,850+12.0% | 加碼 |
| M&G Investment Management Ltd | 6,860,485 | $1.10 億 | 0.80% | +600,530+9.6% | 加碼 |
| FIL Ltd | 6,631,378 | $1.03 億 | 0.12% | +4,672,938+238.6% | 加碼 |
| Artisan Partners Limited Partnership | 5,965,722 | $9,259 萬 | 0.16% | −1,025,331−14.7% | 減碼 |
| Carmignac Gestion | 5,534,257 | $8,588 萬 | 1.58% | −979,544−15.0% | 減碼 |
| SC US (TTGP), Ltd. | 5,482,455 | $8,509 萬 | 0.78% | −2,741,228−33.3% | 減碼 |
| Schroder Investment Management Group | 5,420,462 | $8,413 萬 | 0.13% | −319,712−5.6% | 減碼 |
| Canada Pension Plan Investment Board | 5,356,505 | $8,313 萬 | 0.12% | +1,094,500+25.7% | 加碼 |
| E Fund Management Co., Ltd. | 5,109,926 | $7,931 萬 | 6.03% | −8,897−0.2% | 減碼 |
| H Capital V GP, L.P. | 4,948,245 | $7,680 萬 | 99.04% | 00.0% | 不變 |
| SC China Holding Ltd | 4,847,541 | $7,523 萬 | 8.07% | −923,770−16.0% | 減碼 |
| Farallon Capital Management, L.L.C. | 4,758,500 | $7,385 萬 | 0.42% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 4,620,000 | $7,170 萬 | 0.29% | +4,620,000 | 新進 |
| Aspex Management (HK) Ltd | 4,610,000 | $7,155 萬 | 2.20% | −5,773,492−55.6% | 減碼 |
| UBS Asset Management Americas Inc | 4,608,626 | $7,153 萬 | 0.03% | +699,896+17.9% | 加碼 |
| Legal & General Group Plc | 4,472,465 | $6,941 萬 | 0.02% | −1,083,165−19.5% | 減碼 |
| FMR LLC | 3,620,834 | $5,620 萬 | 0.00% | −473,823−11.6% | 減碼 |
| Davis Selected Advisers | 3,502,766 | $5,436 萬 | 0.34% | +3,502,766 | 新進 |
| Geode Capital Management, LLC | 3,293,389 | $5,083 萬 | 0.01% | +131,399+4.2% | 加碼 |
| Alpine Investment Management Ltd | 3,250,000 | $5,044 萬 | 18.37% | +3,250,000 | 新進 |
| JPMorgan Chase & Co | 3,090,479 | $4,796 萬 | 0.01% | +968,615+45.6% | 加碼 |
| Ninety One UK Ltd | 3,033,768 | $4,708 萬 | 0.15% | −22,358−0.7% | 減碼 |
| Axiom Investors LLC | 2,882,300 | $4,473 萬 | 0.64% | −838,510−22.5% | 減碼 |
| Bank of America Corp | 2,615,350 | $4,059 萬 | 0.00% | +1,155,669+79.2% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 2,553,900 | $3,964 萬 | 5.54% | +11,600+0.5% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 2,400,000 | $3,725 萬 | 0.74% | +2,400,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 2,024,834 | $3,143 萬 | 0.08% | −348,012−14.7% | 減碼 |
| TB Alternative Assets Ltd. | 1,863,057 | $2,891 萬 | 7.85% | −833,871−30.9% | 減碼 |
| Northern Trust Corp | 1,861,495 | $2,889 萬 | 0.01% | −39,046−2.1% | 減碼 |
| Coatue Management LLC大師Coatue | 1,859,923 | $2,887 萬 | 0.15% | +1,219,093+190.2% | 加碼 |
| SEI Investments Co | 1,841,593 | $2,858 萬 | 0.05% | −406,469−18.1% | 減碼 |
| Indus Capital Partners, LLC | 1,806,142 | $2,803 萬 | 18.99% | −430,997−19.3% | 減碼 |
| UBS Group AG | 1,713,214 | $2,659 萬 | 0.01% | +496,582+40.8% | 加碼 |
| Man Group plc | – | $2,644 萬 | 0.08% | – | – |
| NS Partners Ltd | 1,625,600 | $2,523 萬 | 1.36% | +1,625,600 | 新進 |
| Bank of New York Mellon Corp | 1,620,184 | $2,515 萬 | 0.01% | −48,485−2.9% | 減碼 |
| Baillie Gifford & Co | 1,584,242 | $2,459 萬 | 0.02% | −24,922−1.5% | 減碼 |
| Great West Life Assurance Co | 3,100,772 | $2,406 萬 | 0.06% | +2,312,979+293.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,545,632 | $2,399 萬 | 0.02% | −1,429−0.1% | 減碼 |
| Blue Creek Capital Management Ltd | 1,541,126 | $2,392 萬 | 18.60% | +65,250+4.4% | 加碼 |
| Swiss National Bank | 1,525,730 | $2,368 萬 | 0.02% | −117,913−7.2% | 減碼 |
| Allianz Asset Management GmbH | 1,514,945 | $2,351 萬 | 0.05% | +803,674+113.0% | 加碼 |
| Bridgewater Associates, LP | 1,500,901 | $2,329 萬 | 0.14% | −54,111−3.5% | 減碼 |
| Sylebra Capital Ltd | 1,464,702 | $2,273 萬 | 1.21% | +10,030+0.7% | 加碼 |
| Sylebra Capital LLC | 1,464,702 | $2,273 萬 | 1.21% | +1,464,702 | 新進 |
| Capital International Inc | 1,403,592 | $2,178 萬 | 0.42% | −124,020−8.1% | 減碼 |
| Ninety One North America, Inc. | 1,396,560 | $2,167 萬 | 1.06% | +164,304+13.3% | 加碼 |
| Deutsche Bank AG | 1,394,162 | $2,164 萬 | 0.01% | −24,088−1.7% | 減碼 |
| Jennison Associates LLC | 1,393,777 | $2,163 萬 | 0.02% | −154,299−10.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,383,975 | $2,148 萬 | 0.05% | +130,433+10.4% | 加碼 |
| Millennium Management LLC | 1,326,570 | $2,059 萬 | 0.02% | −623,987−32.0% | 減碼 |
| Credit Suisse AG | 1,322,089 | $2,052 萬 | 0.02% | +4,385+0.3% | 加碼 |
| Nuveen Asset Management, LLC | 1,287,687 | $1,998 萬 | 0.01% | −390,126−23.3% | 減碼 |
| Thunderbird Partners LLP | 1,268,698 | $1,969 萬 | 4.93% | +1,268,698 | 新進 |
| Russell Investments Group, Ltd. | 1,260,133 | $1,956 萬 | 0.04% | +296,217+30.7% | 加碼 |
| Assenagon Asset Management S.A. | 1,244,633 | $1,932 萬 | 0.07% | −786,077−38.7% | 減碼 |
| Capital Fund Management S.A. | 1,216,534 | $1,888 萬 | 0.25% | +924,361+316.4% | 加碼 |
| California Public Employees Retirement System | 1,148,108 | $1,782 萬 | 0.02% | +13,102+1.2% | 加碼 |
| Van Eck Associates Corp | 1,143,212 | $1,774 萬 | 0.04% | −104,303−8.4% | 減碼 |
| HSBC Holdings PLC | 1,125,449 | $1,747 萬 | 0.02% | −509,906−31.2% | 減碼 |
| Voloridge Investment Management, LLC | 1,063,499 | $1,651 萬 | 0.08% | +327,395+44.5% | 加碼 |
| Royal Bank of Canada | 1,039,541 | $1,613 萬 | 0.00% | +646,673+164.6% | 加碼 |
| Pertento Partners LLP | 1,016,268 | $1,577 萬 | 3.52% | +37,635+3.8% | 加碼 |
| AQR Capital Management LLC | 962,555 | $1,494 萬 | 0.03% | −25,722−2.6% | 減碼 |
| Pinpoint Asset Management Ltd | 915,448 | $1,479 萬 | 3.46% | +915,448 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 875,300 | $1,359 萬 | 0.09% | −367,800−29.6% | 減碼 |
| Charles Schwab Investment Management Inc | 857,131 | $1,330 萬 | 0.00% | −19,338−2.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 836,603 | $1,298 萬 | 0.60% | −84,381−9.2% | 減碼 |
| Citadel Advisors LLC | 835,157 | $1,296 萬 | 0.01% | +280,067+50.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 833,650 | $1,294 萬 | 2.26% | +184,493+28.4% | 加碼 |
| Pictet Asset Management Holding SA | 827,355 | $1,284 萬 | 0.02% | +827,355 | 新進 |
| Manufacturers Life Insurance Company, The | 823,054 | $1,277 萬 | 0.01% | +294,485+55.7% | 加碼 |
| Lazard Asset Management LLC | 790,169 | $1,226 萬 | 0.02% | +94,624+13.6% | 加碼 |
| Neuberger Berman Group LLC | 766,175 | $1,189 萬 | 0.01% | +766,175 | 新進 |
| American Century Companies Inc | 749,543 | $1,163 萬 | 0.01% | −90,069−10.7% | 減碼 |
| Prudential PLC | 728,948 | $1,131 萬 | 0.13% | +308,072+73.2% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 659,040 | $1,023 萬 | 1.24% | −4,296,944−86.7% | 減碼 |
| Jane Street Group, LLC | 639,180 | $992.0 萬 | 0.02% | +326,012+104.1% | 加碼 |
| KBC Group NV | 638,257 | $990.6 萬 | 0.04% | +310,962+95.0% | 加碼 |
| AnglePoint Asset Management Ltd | 632,700 | $982.0 萬 | 12.55% | +294,815+87.3% | 加碼 |
| Alberta Investment Management Corp | 630,135 | $978.0 萬 | 0.10% | +66,182+11.7% | 加碼 |
| Invesco Ltd. | 627,071 | $973.2 萬 | 0.00% | −82,678−11.6% | 減碼 |
| Verition Fund Management LLC | 600,000 | $931.2 萬 | 0.12% | −400,000−40.0% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 582,148 | $903.5 萬 | 5.69% | −8,897−1.5% | 減碼 |
| Barclays PLC | 579,528 | $899.4 萬 | 0.01% | +162,027+38.8% | 加碼 |