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 4 季 13F 持有人
KE Holdings Inc. 在 2023/12/31 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
- 277
- 較 2023 年第 3 季 +21 家
- 持有股數
- 4.61 億
- 較 2023 年第 3 季 +292.0 萬 (+0.6%)
- 總市值
- $74.6 億
- 較 2023 年第 3 季 +$3.43 億 (+4.8%)
- 新進機構
- 45
- 另有 99 家加碼
- 清倉機構
- 24
- 另有 106 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 33,627,486 | $5.45 億 | 0.07% | +4,461,816+15.3% | 加碼 |
| BlackRock Inc. | 29,372,890 | $4.76 億 | 0.01% | −677,422−2.3% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 29,224,568 | $4.74 億 | 9.55% | −1,440,877−4.7% | 減碼 |
| Vanguard Group Inc | 25,622,333 | $4.15 億 | 0.01% | +47,050+0.2% | 加碼 |
| Wellington Management Group LLP | 18,807,246 | $3.05 億 | 0.06% | +2,008,418+12.0% | 加碼 |
| Morgan Stanley | 17,071,158 | $2.77 億 | 0.02% | −2,129,302−11.1% | 減碼 |
| CoreView Capital Management Ltd | 16,078,301 | $2.61 億 | 30.28% | +282,198+1.8% | 加碼 |
| Krane Funds Advisors LLC | 14,781,638 | $2.40 億 | 9.99% | +91,839+0.6% | 加碼 |
| Capital World Investors | 13,861,852 | $2.25 億 | 0.04% | +2,763,209+24.9% | 加碼 |
| Alkeon Capital Management LLC | 11,137,381 | $1.81 億 | 1.18% | +1,989,686+21.8% | 加碼 |
| State Street Corp | 10,988,754 | $1.78 億 | 0.01% | +286,552+2.7% | 加碼 |
| Goldman Sachs Group Inc | 10,240,097 | $1.66 億 | 0.04% | −5,224,126−33.8% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,972,649 | $1.45 億 | 30.33% | −921,310−9.3% | 減碼 |
| Renaissance Technologies LLC | 8,708,594 | $1.41 億 | 0.22% | −498,100−5.4% | 減碼 |
| M&G Investment Management Ltd | 7,926,434 | $1.27 億 | 0.76% | +1,065,949+15.5% | 加碼 |
| FIL Ltd | 6,397,740 | $1.04 億 | 0.11% | −233,638−3.5% | 減碼 |
| Matthews International Capital Management LLC | 6,169,695 | $1.00 億 | 14.05% | −1,799,618−22.6% | 減碼 |
| Schroder Investment Management Group | 5,534,372 | $8,971 萬 | 0.12% | +113,910+2.1% | 加碼 |
| SC US (TTGP), Ltd. | 5,482,455 | $8,887 萬 | 0.73% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 5,285,000 | $8,567 萬 | 0.31% | +665,000+14.4% | 加碼 |
| Artisan Partners Limited Partnership | 5,129,118 | $8,314 萬 | 0.13% | −836,604−14.0% | 減碼 |
| E Fund Management Co., Ltd. | 5,043,810 | $8,176 萬 | 5.18% | −66,116−1.3% | 減碼 |
| Coatue Management LLC大師Coatue | 5,015,918 | $8,131 萬 | 0.34% | +3,155,995+169.7% | 加碼 |
| Carmignac Gestion | 4,997,185 | $8,100 萬 | 1.36% | −537,072−9.7% | 減碼 |
| Farallon Capital Management, L.L.C. | 4,758,500 | $7,714 萬 | 0.48% | 00.0% | 不變 |
| Davis Selected Advisers | 4,711,272 | $7,637 萬 | 0.43% | +1,208,506+34.5% | 加碼 |
| UBS Asset Management Americas Inc | 4,685,532 | $7,595 萬 | 0.03% | +76,906+1.7% | 加碼 |
| Aspex Management (HK) Ltd | 4,610,000 | $7,473 萬 | 2.19% | 00.0% | 不變 |
| Legal & General Group Plc | 4,365,727 | $7,077 萬 | 0.02% | −106,738−2.4% | 減碼 |
| SC China Holding Ltd | 4,847,541 | $6,753 萬 | 7.77% | 00.0% | 不變 |
| FMR LLC | 4,115,591 | $6,671 萬 | 0.01% | +494,757+13.7% | 加碼 |
| JPMorgan Chase & Co | 3,455,210 | $5,601 萬 | 0.01% | +364,731+11.8% | 加碼 |
| Assenagon Asset Management S.A. | 3,384,030 | $5,486 萬 | 0.17% | +2,139,397+171.9% | 加碼 |
| Geode Capital Management, LLC | 3,399,860 | $5,473 萬 | 0.01% | +106,471+3.2% | 加碼 |
| Ninety One UK Ltd | 2,888,028 | $4,681 萬 | 0.14% | −145,740−4.8% | 減碼 |
| Axiom Investors LLC | 2,867,830 | $4,649 萬 | 0.46% | −14,470−0.5% | 減碼 |
| Marshall Wace, LLP | 2,727,859 | $4,422 萬 | 0.08% | +2,689,396+6,992.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,687,100 | $4,356 萬 | 0.15% | +2,687,100 | 新進 |
| Norges Bank | 2,683,062 | $4,349 萬 | 0.01% | −8,255,182−75.5% | 減碼 |
| TB Alternative Assets Ltd. | 2,169,397 | $3,517 萬 | 9.37% | +306,340+16.4% | 加碼 |
| Indus Capital Partners, LLC | 2,155,469 | $3,494 萬 | 23.16% | +349,327+19.3% | 加碼 |
| Canada Pension Plan Investment Board | 2,044,611 | $3,314 萬 | 0.04% | −3,311,894−61.8% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 1,962,168 | $3,181 萬 | 4.74% | −591,732−23.2% | 減碼 |
| HSBC Holdings PLC | 1,934,573 | $3,136 萬 | 0.03% | +809,124+71.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,933,037 | $3,133 萬 | 0.08% | −91,797−4.5% | 減碼 |
| Man Group plc | 1,787,373 | $2,897 萬 | 0.08% | – | – |
| Allianz Asset Management GmbH | 1,727,777 | $2,801 萬 | 0.05% | +212,832+14.0% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,705,000 | $2,764 萬 | 0.49% | −695,000−29.0% | 減碼 |
| Squarepoint Ops LLC | 1,660,901 | $2,692 萬 | 0.11% | +1,412,820+569.5% | 加碼 |
| SEI Investments Co | 1,640,359 | $2,659 萬 | 0.04% | −201,234−10.9% | 減碼 |
| Jennison Associates LLC | 1,573,927 | $2,551 萬 | 0.02% | +180,150+12.9% | 加碼 |
| Baillie Gifford & Co | 1,554,363 | $2,520 萬 | 0.02% | −29,879−1.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,532,076 | $2,483 萬 | 0.02% | −13,556−0.9% | 減碼 |
| Sylebra Capital LLC | 1,495,500 | $2,424 萬 | 0.92% | +30,798+2.1% | 加碼 |
| Swiss National Bank | 1,474,130 | $2,390 萬 | 0.02% | −51,600−3.4% | 減碼 |
| Credit Suisse AG | 1,467,809 | $2,379 萬 | 0.02% | +145,720+11.0% | 加碼 |
| Blue Creek Capital Management Ltd | 1,454,126 | $2,357 萬 | 16.95% | −87,000−5.6% | 減碼 |
| NS Partners Ltd | 1,445,500 | $2,343 萬 | 1.14% | −180,100−11.1% | 減碼 |
| Bank of New York Mellon Corp | 1,429,093 | $2,317 萬 | 0.00% | −191,091−11.8% | 減碼 |
| Capital International Inc | 1,390,436 | $2,254 萬 | 0.35% | −13,156−0.9% | 減碼 |
| Bridgewater Associates, LP | 1,347,775 | $2,185 萬 | 0.12% | −153,126−10.2% | 減碼 |
| Deutsche Bank AG | 1,337,410 | $2,168 萬 | 0.01% | −56,752−4.1% | 減碼 |
| Capital Fund Management S.A. | 1,326,635 | $2,150 萬 | 0.27% | +110,101+9.1% | 加碼 |
| Ariose Capital Management Ltd | 1,319,700 | $2,139 萬 | 8.34% | +1,319,700 | 新進 |
| Millennium Management LLC | 1,319,414 | $2,139 萬 | 0.02% | −7,156−0.5% | 減碼 |
| Ninety One North America, Inc. | 1,317,128 | $2,135 萬 | 1.04% | −79,432−5.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,299,776 | $2,107 萬 | 0.01% | +476,722+57.9% | 加碼 |
| Baird Financial Group, Inc. | 1,287,349 | $2,087 萬 | 0.05% | +1,287,349 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 1,270,942 | $2,060 萬 | 0.04% | −113,033−8.2% | 減碼 |
| Nuveen Asset Management, LLC | 1,264,687 | $2,050 萬 | 0.01% | −23,000−1.8% | 減碼 |
| UBS Group AG | 1,190,347 | $1,930 萬 | 0.01% | −522,867−30.5% | 減碼 |
| Russell Investments Group, Ltd. | 1,175,409 | $1,905 萬 | 0.03% | −84,724−6.7% | 減碼 |
| Bank of America Corp | 1,164,365 | $1,887 萬 | 0.00% | −1,450,985−55.5% | 減碼 |
| Jane Street Group, LLC | 1,150,191 | $1,864 萬 | 0.02% | +511,011+79.9% | 加碼 |
| California Public Employees Retirement System | 1,134,249 | $1,839 萬 | 0.01% | −13,859−1.2% | 減碼 |
| Northern Trust Corp | 1,115,161 | $1,808 萬 | 0.00% | −746,334−40.1% | 減碼 |
| Van Eck Associates Corp | 1,097,679 | $1,779 萬 | 0.03% | −45,533−4.0% | 減碼 |
| British Columbia Investment Management Corp | 1,075,550 | $1,743 萬 | 0.14% | +814,600+312.2% | 加碼 |
| Royal Bank of Canada | 1,059,661 | $1,718 萬 | 0.00% | +20,120+1.9% | 加碼 |
| Barclays PLC | 1,057,154 | $1,714 萬 | 0.01% | +477,626+82.4% | 加碼 |
| National Bank of Canada | 1,065,000 | $1,674 萬 | 0.03% | +1,065,000 | 新進 |
| Pertento Partners LLP | 994,369 | $1,612 萬 | 3.05% | −21,899−2.2% | 減碼 |
| AQR Capital Management LLC | 992,013 | $1,608 萬 | 0.03% | +29,458+3.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 984,094 | $1,594 萬 | 0.57% | +147,491+17.6% | 加碼 |
| Prelude Capital Management, LLC | 934,434 | $1,515 萬 | 1.31% | +401,961+75.5% | 加碼 |
| Lazard Asset Management LLC | 872,531 | $1,414 萬 | 0.02% | +82,362+10.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 858,300 | $1,391 萬 | 0.08% | −17,000−1.9% | 減碼 |
| American Century Companies Inc | 856,069 | $1,388 萬 | 0.01% | +106,526+14.2% | 加碼 |
| Alberta Investment Management Corp | 842,403 | $1,366 萬 | 0.13% | +212,268+33.7% | 加碼 |
| Charles Schwab Investment Management Inc | 818,436 | $1,327 萬 | 0.00% | −38,695−4.5% | 減碼 |
| Great West Life Assurance Co | 738,293 | $1,191 萬 | 0.03% | −2,362,479−76.2% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 733,790 | $1,189 萬 | 2.47% | +225,190+44.3% | 加碼 |
| Thunderbird Partners LLP | 724,351 | $1,174 萬 | 2.53% | −544,347−42.9% | 減碼 |
| Teacher Retirement System of Texas | 716,870 | $1,162 萬 | 0.08% | +304,189+73.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 707,295 | $1,145 萬 | 1.78% | −126,355−15.2% | 減碼 |
| Pictet Asset Management Holding SA | 695,450 | $1,127 萬 | 0.01% | −131,905−15.9% | 減碼 |
| KBC Group NV | 695,258 | $1,127 萬 | 0.04% | +57,001+8.9% | 加碼 |
| AI-Squared Management Ltd | 686,810 | $1,113 萬 | 14.19% | +686,810 | 新進 |
| Neuberger Berman Group LLC | 674,497 | $1,093 萬 | 0.01% | −91,678−12.0% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 659,040 | $1,068 萬 | 1.45% | 00.0% | 不變 |