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。
2024 年第 1 季 13F 持有人
KE Holdings Inc. 在 2024/3/31 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
- 269
- 較 2023 年第 4 季 −7 家
- 持有股數
- 4.56 億
- 較 2023 年第 4 季 +224.7 萬 (+0.5%)
- 總市值
- $62.7 億
- 較 2023 年第 4 季 −$10.7 億 (−14.6%)
- 新進機構
- 31
- 另有 94 家加碼
- 清倉機構
- 38
- 另有 117 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 38,363,638 | $5.27 億 | 0.06% | +4,736,152+14.1% | 加碼 |
| BlackRock Inc. | 33,306,282 | $4.57 億 | 0.01% | +3,933,392+13.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 29,181,868 | $4.01 億 | 8.70% | −42,700−0.1% | 減碼 |
| Vanguard Group Inc | 25,272,221 | $3.47 億 | 0.01% | −350,112−1.4% | 減碼 |
| Wellington Management Group LLP | 16,111,610 | $2.21 億 | 0.04% | −2,695,636−14.3% | 減碼 |
| Krane Funds Advisors LLC | 15,203,903 | $2.18 億 | 8.95% | +422,265+2.9% | 加碼 |
| Morgan Stanley | 15,534,868 | $2.13 億 | 0.02% | −1,536,290−9.0% | 減碼 |
| Capital World Investors | 14,666,625 | $2.01 億 | 0.03% | +804,773+5.8% | 加碼 |
| Alkeon Capital Management LLC | 11,137,381 | $1.53 億 | 0.84% | 00.0% | 不變 |
| State Street Corp | 10,946,533 | $1.50 億 | 0.01% | −42,221−0.4% | 減碼 |
| CoreView Capital Management Ltd | 10,089,667 | $1.39 億 | 19.37% | −5,988,634−37.2% | 減碼 |
| M&G Plc | 9,705,717 | $1.36 億 | 0.82% | +9,705,717 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,770,468 | $1.20 億 | 22.63% | −202,181−2.3% | 減碼 |
| Goldman Sachs Group Inc | 8,687,025 | $1.19 億 | 0.03% | −1,553,072−15.2% | 減碼 |
| FIL Ltd | 8,385,947 | $1.15 億 | 0.11% | +1,988,207+31.1% | 加碼 |
| Norges Bank | 8,264,620 | $1.13 億 | 0.02% | +5,581,558+208.0% | 加碼 |
| Renaissance Technologies LLC | 8,140,435 | $1.12 億 | 0.18% | −568,159−6.5% | 減碼 |
| Schroder Investment Management Group | 6,707,428 | $9,209 萬 | 0.11% | +1,173,056+21.2% | 加碼 |
| Artisan Partners Limited Partnership | 6,516,369 | $8,947 萬 | 0.13% | +1,387,251+27.0% | 加碼 |
| Davis Selected Advisers | 6,010,085 | $8,252 萬 | 0.46% | +1,298,813+27.6% | 加碼 |
| Bank of America Corp | 5,729,717 | $7,867 萬 | 0.01% | +4,565,352+392.1% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 5,246,500 | $7,203 萬 | 0.27% | −38,500−0.7% | 減碼 |
| JPMorgan Chase & Co | 5,193,084 | $7,130 萬 | 0.01% | +1,737,874+50.3% | 加碼 |
| E Fund Management Co., Ltd. | 5,015,983 | $6,887 萬 | 4.27% | −27,827−0.6% | 減碼 |
| SC US (TTGP), Ltd. | 4,934,209 | $6,775 萬 | 0.50% | −548,246−10.0% | 減碼 |
| Farallon Capital Management, L.L.C. | 4,740,833 | $6,509 萬 | 0.38% | −17,667−0.4% | 減碼 |
| UBS Asset Management Americas Inc | 4,471,228 | $6,139 萬 | 0.02% | −214,304−4.6% | 減碼 |
| SC China Holding Ltd | 4,362,787 | $5,938 萬 | 5.49% | −484,754−10.0% | 減碼 |
| FMR LLC | 4,317,302 | $5,928 萬 | 0.00% | +201,711+4.9% | 加碼 |
| Legal & General Group Plc | 4,226,608 | $5,803 萬 | 0.02% | −139,119−3.2% | 減碼 |
| Coatue Management LLC大師Coatue | 3,799,899 | $5,217 萬 | 0.20% | −1,216,019−24.2% | 減碼 |
| Matthews International Capital Management LLC | 3,677,481 | $5,049 萬 | 9.95% | −2,492,214−40.4% | 減碼 |
| Geode Capital Management, LLC | 3,604,011 | $4,917 萬 | 0.00% | +204,151+6.0% | 加碼 |
| Turiya Advisors Asia Ltd | 3,246,000 | $4,457 萬 | 12.53% | +3,246,000 | 新進 |
| Ninety One UK Ltd | 2,967,663 | $4,075 萬 | 0.11% | +79,635+2.8% | 加碼 |
| Marshall Wace, LLP | 2,569,493 | $3,528 萬 | 0.06% | −158,366−5.8% | 減碼 |
| Baird Financial Group, Inc. | 2,381,240 | $3,269 萬 | 0.07% | +1,093,891+85.0% | 加碼 |
| Jane Street Group, LLC | 2,376,618 | $3,263 萬 | 0.04% | +1,226,427+106.6% | 加碼 |
| Indus Capital Partners, LLC | 2,155,469 | $2,959 萬 | 18.40% | 00.0% | 不變 |
| HSBC Holdings PLC | 2,017,072 | $2,768 萬 | 0.02% | +82,499+4.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,927,465 | $2,646 萬 | 0.06% | −5,572−0.3% | 減碼 |
| Squarepoint Ops LLC | 1,874,744 | $2,574 萬 | 0.11% | +213,843+12.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,827,147 | $2,508 萬 | 0.02% | +527,371+40.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,705,000 | $2,341 萬 | 0.35% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 1,688,268 | $2,318 萬 | 3.96% | −273,900−14.0% | 減碼 |
| Allianz Asset Management GmbH | 1,675,387 | $2,300 萬 | 0.04% | −52,390−3.0% | 減碼 |
| Jennison Associates LLC | 1,662,303 | $2,282 萬 | 0.02% | +88,376+5.6% | 加碼 |
| Credit Suisse AG | 1,639,797 | $2,251 萬 | 0.02% | +171,988+11.7% | 加碼 |
| Verition Fund Management LLC | 1,547,431 | $2,125 萬 | 0.20% | +1,047,431+209.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,512,380 | $2,076 萬 | 0.01% | −19,696−1.3% | 減碼 |
| Sylebra Capital LLC | 1,507,462 | $2,070 萬 | 0.69% | +11,962+0.8% | 加碼 |
| Antipodes Partners Ltd | 1,494,261 | $2,052 萬 | 0.65% | +1,481,935+12,022.8% | 加碼 |
| Man Group plc | 1,472,575 | $2,022 萬 | 0.05% | −314,798−17.6% | 減碼 |
| Swiss National Bank | 1,470,730 | $2,019 萬 | 0.01% | −3,400−0.2% | 減碼 |
| UBS Group AG | 1,469,324 | $2,017 萬 | 0.01% | +278,977+23.4% | 加碼 |
| Baillie Gifford & Co | 1,463,628 | $2,010 萬 | 0.02% | −90,735−5.8% | 減碼 |
| NS Partners Ltd | 1,372,600 | $1,885 萬 | 0.87% | −72,900−5.0% | 減碼 |
| Ninety One North America, Inc. | 1,345,525 | $1,847 萬 | 0.90% | +28,397+2.2% | 加碼 |
| Blue Creek Capital Management Ltd | 1,329,126 | $1,825 萬 | 13.49% | −125,000−8.6% | 減碼 |
| Deutsche Bank AG | 1,268,920 | $1,742 萬 | 0.01% | −68,490−5.1% | 減碼 |
| Northern Trust Corp | 1,238,276 | $1,700 萬 | 0.00% | +123,115+11.0% | 加碼 |
| British Columbia Investment Management Corp | 1,235,250 | $1,696 萬 | 0.12% | +159,700+14.8% | 加碼 |
| Alberta Investment Management Corp | 1,224,819 | $1,682 萬 | 0.17% | +382,416+45.4% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 1,203,100 | $1,652 萬 | 6.20% | +1,203,100 | 新進 |
| Perseverance Asset Management International | 1,190,317 | $1,634 萬 | 2.95% | +802,339+206.8% | 加碼 |
| TB Alternative Assets Ltd. | 1,168,597 | $1,604 萬 | 4.02% | −1,000,800−46.1% | 減碼 |
| California Public Employees Retirement System | 1,086,752 | $1,492 萬 | 0.01% | −47,497−4.2% | 減碼 |
| Millennium Management LLC | 1,051,713 | $1,444 萬 | 0.01% | −267,701−20.3% | 減碼 |
| Capital Fund Management S.A. | 1,038,451 | $1,426 萬 | 0.17% | −288,184−21.7% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,023,797 | $1,405 萬 | 0.45% | +39,703+4.0% | 加碼 |
| AQR Capital Management LLC | 1,008,146 | $1,384 萬 | 0.02% | +16,133+1.6% | 加碼 |
| Carmignac Gestion | 983,956 | $1,351 萬 | 0.21% | −4,013,229−80.3% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 977,890 | $1,343 萬 | 3.05% | +244,100+33.3% | 加碼 |
| Bank of New York Mellon Corp | 971,322 | $1,334 萬 | 0.00% | −457,771−32.0% | 減碼 |
| Pertento Partners LLP | 969,299 | $1,331 萬 | 2.68% | −25,070−2.5% | 減碼 |
| Great West Life Assurance Co | 955,669 | $1,312 萬 | 0.03% | +217,376+29.4% | 加碼 |
| Nuveen Asset Management, LLC | 945,505 | $1,298 萬 | 0.00% | −319,182−25.2% | 減碼 |
| Citadel Advisors LLC | 912,478 | $1,253 萬 | 0.01% | +458,513+101.0% | 加碼 |
| American Century Companies Inc | 910,336 | $1,250 萬 | 0.01% | +54,267+6.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 863,400 | $1,185 萬 | 0.04% | −1,823,700−67.9% | 減碼 |
| Lazard Asset Management LLC | 862,614 | $1,184 萬 | 0.01% | −9,917−1.1% | 減碼 |
| Barclays PLC | 845,560 | $1,161 萬 | 0.01% | −211,594−20.0% | 減碼 |
| Bridgewater Associates, LP | 833,496 | $1,144 萬 | 0.06% | −514,279−38.2% | 減碼 |
| Charles Schwab Investment Management Inc | 789,185 | $1,084 萬 | 0.00% | −29,251−3.6% | 減碼 |
| Van Eck Associates Corp | 738,858 | $1,015 萬 | 0.02% | −358,821−32.7% | 減碼 |
| Royal Bank of Canada | 736,688 | $1,012 萬 | 0.00% | −322,973−30.5% | 減碼 |
| Teacher Retirement System of Texas | 734,869 | $1,009 萬 | 0.06% | +17,999+2.5% | 加碼 |
| Invesco Ltd. | 723,932 | $994.0 萬 | 0.00% | +89,012+14.0% | 加碼 |
| SEI Investments Co | 719,245 | $987.5 萬 | 0.01% | −921,114−56.2% | 減碼 |
| Point72 Hong Kong Ltd | 710,219 | $975.1 萬 | 0.49% | +508,196+251.6% | 加碼 |
| Canada Pension Plan Investment Board | 703,410 | $965.8 萬 | 0.01% | −1,341,201−65.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 700,748 | $961.4 萬 | 0.86% | −6,547−0.9% | 減碼 |
| Pictet Asset Management Holding SA | 700,050 | $961.2 萬 | 0.01% | +4,600+0.7% | 加碼 |
| Russell Investments Group, Ltd. | 695,495 | $954.9 萬 | 0.02% | −479,914−40.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 690,404 | $947.9 萬 | 0.05% | −167,896−19.6% | 減碼 |
| Thunderbird Partners LLP | 667,902 | $917.0 萬 | 2.35% | −56,449−7.8% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 659,040 | $904.9 萬 | 1.28% | 00.0% | 不變 |
| Alpine Investment Management Ltd | 650,000 | $892.5 萬 | 2.94% | +650,000 | 新進 |
| KBC Group NV | 647,391 | $888.9 萬 | 0.03% | −47,867−6.9% | 減碼 |
| AI-Squared Management Ltd | 638,810 | $877.1 萬 | 8.07% | −48,000−7.0% | 減碼 |