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 2 季 13F 持有人
KE Holdings Inc. 在 2024/6/30 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
- 274
- 較 2024 年第 1 季 +10 家
- 持有股數
- 4.76 億
- 較 2024 年第 1 季 +2,303 萬 (+5.1%)
- 總市值
- $67.3 億
- 較 2024 年第 1 季 +$5.02 億 (+8.1%)
- 新進機構
- 47
- 另有 107 家加碼
- 清倉機構
- 37
- 另有 96 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 43,126,585 | $6.10 億 | 0.07% | +4,762,947+12.4% | 加碼 |
| BlackRock Inc. | 34,501,955 | $4.88 億 | 0.01% | +1,195,673+3.6% | 加碼 |
| Vanguard Group Inc | 25,315,368 | $3.58 億 | 0.01% | +43,147+0.2% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 23,172,330 | $3.28 億 | 8.09% | −6,009,538−20.6% | 減碼 |
| Morgan Stanley | 18,127,044 | $2.56 億 | 0.02% | +2,592,176+16.7% | 加碼 |
| JPMorgan Chase & Co | 16,405,127 | $2.32 億 | 0.02% | +11,212,043+215.9% | 加碼 |
| FIL Ltd | 15,992,137 | $2.26 億 | 0.22% | +7,606,190+90.7% | 加碼 |
| Krane Funds Advisors LLC | 15,941,888 | $2.26 億 | 9.52% | +737,985+4.9% | 加碼 |
| Wellington Management Group LLP | 13,669,557 | $1.93 億 | 0.03% | −2,442,053−15.2% | 減碼 |
| Capital World Investors | 13,166,309 | $1.86 億 | 0.03% | −1,500,316−10.2% | 減碼 |
| GQG Partners LLC | 12,989,997 | $1.84 億 | 0.28% | +12,989,997 | 新進 |
| Alkeon Capital Management LLC | 11,137,381 | $1.58 億 | 0.81% | 00.0% | 不變 |
| State Street Corp | 10,775,420 | $1.52 億 | 0.01% | −171,113−1.6% | 減碼 |
| Schroder Investment Management Group | 9,882,293 | $1.40 億 | 0.15% | +3,174,865+47.3% | 加碼 |
| M&G Plc | 8,668,167 | $1.21 億 | 0.72% | −1,037,550−10.7% | 減碼 |
| Renaissance Technologies LLC | 7,520,794 | $1.06 億 | 0.18% | −619,641−7.6% | 減碼 |
| Goldman Sachs Group Inc | 6,846,540 | $9,688 萬 | 0.02% | −1,840,485−21.2% | 減碼 |
| Norges Bank | 6,321,284 | $8,945 萬 | 0.01% | −1,943,336−23.5% | 減碼 |
| Artisan Partners Limited Partnership | 6,026,797 | $8,528 萬 | 0.13% | −489,572−7.5% | 減碼 |
| Davis Selected Advisers | 5,995,230 | $8,483 萬 | 0.49% | −14,855−0.2% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,880,718 | $8,321 萬 | 22.32% | −2,889,750−32.9% | 減碼 |
| Bank of America Corp | 5,764,709 | $8,157 萬 | 0.01% | +34,992+0.6% | 加碼 |
| Turiya Advisors Asia Ltd | 5,070,206 | $7,174 萬 | 31.11% | +1,824,206+56.2% | 加碼 |
| RWC Asset Advisors (US) LLC | 5,003,993 | $7,081 萬 | 7.22% | +5,003,993 | 新進 |
| Slate Path Capital LP | 4,902,058 | $6,936 萬 | 1.40% | +4,902,058 | 新進 |
| Farallon Capital Management, L.L.C. | 4,740,833 | $6,708 萬 | 0.40% | 00.0% | 不變 |
| CoreView Capital Management Ltd | 4,597,504 | $6,505 萬 | 10.21% | −5,492,163−54.4% | 減碼 |
| Legal & General Group Plc | 4,588,532 | $6,493 萬 | 0.02% | +361,924+8.6% | 加碼 |
| FMR LLC | 4,561,858 | $6,455 萬 | 0.00% | +244,556+5.7% | 加碼 |
| Antipodes Partners Ltd | 4,188,521 | $5,927 萬 | 2.15% | +2,694,260+180.3% | 加碼 |
| E Fund Management Co., Ltd. | 4,172,572 | $5,904 萬 | 3.26% | −843,411−16.8% | 減碼 |
| SC US (TTGP), Ltd. | 4,111,841 | $5,818 萬 | 0.47% | −822,368−16.7% | 減碼 |
| Ninety One UK Ltd | 3,713,270 | $5,254 萬 | 0.15% | +745,607+25.1% | 加碼 |
| Geode Capital Management, LLC | 3,720,540 | $5,228 萬 | 0.00% | +116,529+3.2% | 加碼 |
| SC China Holding Ltd | 3,635,656 | $5,014 萬 | 1.85% | −727,131−16.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,355,895 | $4,749 萬 | 0.04% | +1,528,748+83.7% | 加碼 |
| UBS Group AG | 2,624,472 | $3,714 萬 | 0.01% | +1,155,148+78.6% | 加碼 |
| Baird Financial Group, Inc. | 2,486,647 | $3,519 萬 | 0.07% | +105,407+4.4% | 加碼 |
| Allianz Asset Management GmbH | 2,455,101 | $3,474 萬 | 0.06% | +779,714+46.5% | 加碼 |
| Matthews International Capital Management LLC | 2,369,481 | $3,353 萬 | 7.30% | −1,308,000−35.6% | 減碼 |
| Man Group plc | 2,238,340 | $3,167 萬 | 0.08% | +765,765+52.0% | 加碼 |
| Perseverance Asset Management International | 2,214,554 | $3,134 萬 | 4.11% | +1,024,237+86.0% | 加碼 |
| HSBC Holdings PLC | 2,196,325 | $3,106 萬 | 0.02% | +179,253+8.9% | 加碼 |
| UBS Asset Management Americas Inc | 2,137,585 | $3,025 萬 | 0.01% | −2,333,643−52.2% | 減碼 |
| Indus Capital Partners, LLC | 2,103,591 | $2,977 萬 | 18.22% | −51,878−2.4% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 2,085,000 | $2,950 萬 | 0.48% | +380,000+22.3% | 加碼 |
| Marshall Wace, LLP | 1,982,660 | $2,805 萬 | 0.04% | −586,833−22.8% | 減碼 |
| Coatue Management LLC大師Coatue | 1,877,536 | $2,657 萬 | 0.10% | −1,922,363−50.6% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 1,706,568 | $2,415 萬 | 4.91% | +18,300+1.1% | 加碼 |
| Ninety One North America, Inc. | 1,689,193 | $2,390 萬 | 1.21% | +343,668+25.5% | 加碼 |
| Deutsche Bank AG | 1,622,950 | $2,296 萬 | 0.01% | +354,030+27.9% | 加碼 |
| Jennison Associates LLC | 1,580,082 | $2,236 萬 | 0.01% | −82,221−4.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,507,068 | $2,133 萬 | 0.02% | −5,312−0.4% | 減碼 |
| Swiss National Bank | 1,468,330 | $2,078 萬 | 0.01% | −2,400−0.2% | 減碼 |
| Pertento Partners LLP | 1,461,702 | $2,068 萬 | 2.62% | +492,403+50.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,445,116 | $2,045 萬 | 0.04% | −482,349−25.0% | 減碼 |
| Baillie Gifford & Co | 1,444,247 | $2,044 萬 | 0.02% | −19,381−1.3% | 減碼 |
| Northern Trust Corp | 1,419,818 | $2,009 萬 | 0.00% | +181,542+14.7% | 加碼 |
| Alberta Investment Management Corp | 1,412,482 | $1,999 萬 | 0.21% | +187,663+15.3% | 加碼 |
| Carrhae Capital LLP | 1,348,487 | $1,908 萬 | 3.12% | +1,348,487 | 新進 |
| Citadel Advisors LLC | 1,278,227 | $1,809 萬 | 0.02% | +365,749+40.1% | 加碼 |
| Sylebra Capital LLC | 1,254,188 | $1,775 萬 | 0.66% | −253,274−16.8% | 減碼 |
| Russell Investments Group, Ltd. | 1,196,705 | $1,695 萬 | 0.03% | +501,210+72.1% | 加碼 |
| Millennium Management LLC | 1,187,235 | $1,680 萬 | 0.01% | +135,522+12.9% | 加碼 |
| Pictet Asset Management Holding SA | 1,111,221 | $1,572 萬 | 0.02% | +411,171+58.7% | 加碼 |
| TB Alternative Assets Ltd. | 1,089,797 | $1,542 萬 | 3.59% | −78,800−6.7% | 減碼 |
| Royal London Asset Management Ltd | 1,077,600 | $1,525 萬 | 0.04% | +1,077,600 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,068,300 | $1,512 萬 | 0.04% | +204,900+23.7% | 加碼 |
| Bank of New York Mellon Corp | 1,044,077 | $1,477 萬 | 0.00% | +72,755+7.5% | 加碼 |
| AQR Capital Management LLC | 1,029,675 | $1,457 萬 | 0.02% | +21,529+2.1% | 加碼 |
| California Public Employees Retirement System | 1,012,696 | $1,433 萬 | 0.01% | −74,056−6.8% | 減碼 |
| Verition Fund Management LLC | 1,000,000 | $1,415 萬 | 0.11% | −547,431−35.4% | 減碼 |
| Barclays PLC | 994,013 | $1,407 萬 | 0.01% | +148,453+17.6% | 加碼 |
| Nuveen Asset Management, LLC | 939,005 | $1,329 萬 | 0.00% | −6,500−0.7% | 減碼 |
| British Columbia Investment Management Corp | 935,250 | $1,323 萬 | 0.08% | −300,000−24.3% | 減碼 |
| American Century Companies Inc | 925,257 | $1,309 萬 | 0.01% | +14,921+1.6% | 加碼 |
| RWC Asset Management LLP | 922,971 | $1,306 萬 | 0.92% | +922,971 | 新進 |
| Lazard Asset Management LLC | 910,735 | $1,289 萬 | 0.02% | +48,121+5.6% | 加碼 |
| Point72 Hong Kong Ltd | 909,116 | $1,286 萬 | 0.78% | +198,897+28.0% | 加碼 |
| Charles Schwab Investment Management Inc | 890,795 | $1,260 萬 | 0.00% | +101,610+12.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 866,939 | $1,227 萬 | 2.49% | +605,939+232.2% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 858,297 | $1,214 萬 | 4.57% | −344,803−28.7% | 減碼 |
| Great West Life Assurance Co | 844,283 | $1,194 萬 | 0.02% | −111,386−11.7% | 減碼 |
| National Bank of Canada | 780,700 | $1,154 萬 | 0.02% | +780,700 | 新進 |
| Rovida Advisors Inc. | 800,000 | $1,131 萬 | 4.03% | +300,000+60.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 780,872 | $1,105 萬 | 0.29% | +597,931+326.8% | 加碼 |
| Royal Bank of Canada | 742,177 | $1,050 萬 | 0.00% | +5,489+0.7% | 加碼 |
| Van Eck Associates Corp | 719,539 | $1,018 萬 | 0.01% | −19,319−2.6% | 減碼 |
| SEI Investments Co | 717,621 | $1,015 萬 | 0.01% | −1,624−0.2% | 減碼 |
| Squarepoint Ops LLC | 701,528 | $992.7 萬 | 0.04% | −1,173,216−62.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 696,604 | $984.3 萬 | 0.71% | −4,144−0.6% | 減碼 |
| Nordea Investment Management AB | 686,536 | $979.0 萬 | 0.01% | +201,889+41.7% | 加碼 |
| Oxbow Capital Management (HK) Ltd | 667,895 | $945.1 萬 | 3.20% | +667,895 | 新進 |
| Bridgewater Associates, LP | 647,978 | $916.9 萬 | 0.05% | −185,518−22.3% | 減碼 |
| Invesco Ltd. | 612,305 | $866.4 萬 | 0.00% | −111,627−15.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 568,040 | $805.2 萬 | 0.04% | +50,202+9.7% | 加碼 |
| Panagora Asset Management Inc | 564,092 | $798.2 萬 | 0.04% | +7,446+1.3% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 526,599 | $745.1 萬 | 4.57% | +11,584+2.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 514,485 | $727.5 萬 | 0.22% | −509,312−49.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 488,219 | $690.8 萬 | 0.02% | −125,261−20.4% | 減碼 |