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。
2025 年第 2 季 13F 持有人
KE Holdings Inc. 在 2025/6/30 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
- 258
- 較 2025 年第 1 季 −43 家
- 持有股數
- 2.45 億
- 較 2025 年第 1 季 −2.13 億 (−46.5%)
- 總市值
- $43.6 億
- 較 2025 年第 1 季 −$47.5 億 (−52.2%)
- 新進機構
- 39
- 另有 81 家加碼
- 清倉機構
- 82
- 另有 108 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,709,707 | $4.74 億 | 0.01% | +1,377,894+5.4% | 加碼 |
| Price T Rowe Associates Inc | 18,293,832 | $3.25 億 | 0.04% | −18,383,749−50.1% | 減碼 |
| JPMorgan Chase & Co | 12,111,704 | $2.15 億 | 0.01% | −1,468,705−10.8% | 減碼 |
| Wellington Management Group LLP | 11,590,784 | $2.06 億 | 0.04% | +629,663+5.7% | 加碼 |
| Morgan Stanley | 9,334,500 | $1.66 億 | 0.01% | −1,672,242−15.2% | 減碼 |
| Artisan Partners Limited Partnership | 7,526,606 | $1.34 億 | 0.20% | +3,315,704+78.7% | 加碼 |
| Renaissance Technologies LLC | 7,496,094 | $1.33 億 | 0.18% | −412,000−5.2% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 7,465,465 | $1.32 億 | 4.27% | −4,507,937−37.6% | 減碼 |
| Goldman Sachs Group Inc | 7,112,992 | $1.26 億 | 0.02% | −2,565,603−26.5% | 減碼 |
| Norges Bank | 7,024,560 | $1.25 億 | 0.02% | +532,764+8.2% | 加碼 |
| Schroder Investment Management Group | 6,487,116 | $1.15 億 | 0.10% | −588,741−8.3% | 減碼 |
| H Capital V GP, L.P. | 4,948,245 | $8,778 萬 | 100.00% | 00.0% | 不變 |
| State Street Corp | 4,709,119 | $8,354 萬 | 0.00% | −6,214,468−56.9% | 減碼 |
| Legal & General Group Plc | 4,708,163 | $8,352 萬 | 0.02% | +265,429+6.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,640,706 | $8,233 萬 | 2.86% | −131,100−2.7% | 減碼 |
| BlackRock, Inc. | 4,298,484 | $7,626 萬 | 0.00% | −30,555,686−87.7% | 減碼 |
| Nuveen, LLC | 3,976,776 | $7,055 萬 | 0.02% | −78,617−1.9% | 減碼 |
| CoreView Capital Management Ltd | 3,727,735 | $6,613 萬 | 8.63% | +52,030+1.4% | 加碼 |
| Millennium Management LLC | 3,720,792 | $6,601 萬 | 0.06% | +1,001,441+36.8% | 加碼 |
| Baird Financial Group, Inc. | 3,437,864 | $6,099 萬 | 0.11% | +783,938+29.5% | 加碼 |
| FIL Ltd | 3,232,165 | $5,734 萬 | 0.05% | −23,392,822−87.9% | 減碼 |
| National Bank of Canada | 3,230,500 | $5,731 萬 | 0.06% | +504,800+18.5% | 加碼 |
| Alkeon Capital Management LLC | 2,772,723 | $4,919 萬 | 0.24% | −1,500,000−35.1% | 減碼 |
| Capital World Investors | 2,672,565 | $4,741 萬 | 0.01% | −6,105,467−69.6% | 減碼 |
| Invesco Ltd. | 2,421,452 | $4,296 萬 | 0.01% | +1,608,207+197.8% | 加碼 |
| SC US (TTGP), Ltd. | 2,192,982 | $3,890 萬 | 0.27% | 00.0% | 不變 |
| SC China Holding Ltd | 1,939,017 | $3,440 萬 | 1.77% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,797,618 | $3,333 萬 | 0.08% | +401,087+28.7% | 加碼 |
| Triata Capital Ltd | 1,866,307 | $3,311 萬 | 6.46% | +79,189+4.4% | 加碼 |
| Davis Selected Advisers | 1,852,812 | $3,287 萬 | 0.18% | −7,716−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 1,851,471 | $3,285 萬 | 0.05% | +1,805,372+3,916.3% | 加碼 |
| Bamco Inc | 1,789,413 | $3,174 萬 | 0.09% | +240,371+15.5% | 加碼 |
| Bank of America Corp | 1,740,142 | $3,087 萬 | 0.00% | −1,077,191−38.2% | 減碼 |
| UBS Group AG | 1,643,435 | $2,915 萬 | 0.01% | −1,427,032−46.5% | 減碼 |
| Oaktree Capital Management LP大師橡樹資本 | 1,513,039 | $2,684 萬 | 0.53% | +258,255+20.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,500,000 | $2,661 萬 | 0.41% | −400,000−21.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,420,940 | $2,521 萬 | 0.03% | −880,178−38.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,410,950 | $2,503 萬 | 0.00% | +128,374+10.0% | 加碼 |
| Carrhae Capital LLP | 1,361,179 | $2,415 萬 | 2.31% | +1,361,179 | 新進 |
| Russell Investments Group, Ltd. | 1,290,054 | $2,291 萬 | 0.03% | −184,238−12.5% | 減碼 |
| Jennison Associates LLC | 1,290,232 | $2,289 萬 | 0.01% | −1,465,184−53.2% | 減碼 |
| UG Investment Advisers Ltd. | 1,288,991 | $2,287 萬 | 4.37% | 00.0% | 不變 |
| Temasek Holdings (Private) Ltd | 1,231,992 | $2,186 萬 | 0.08% | +1,231,992 | 新進 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 684,917 | $2,038 萬 | 3.56% | +684,917 | 新進 |
| American Century Companies Inc | 1,140,263 | $2,023 萬 | 0.01% | +178,735+18.6% | 加碼 |
| Ameriprise Financial Inc | 1,125,124 | $1,996 萬 | 0.00% | +191,562+20.5% | 加碼 |
| Citadel Advisors LLC | 1,079,392 | $1,915 萬 | 0.02% | +726,864+206.2% | 加碼 |
| Man Group plc | 1,073,618 | $1,905 萬 | 0.04% | −859,123−44.5% | 減碼 |
| TT International Asset Management LTD | 1,021,124 | $1,811 萬 | 3.65% | −1,297,734−56.0% | 減碼 |
| Susquehanna International Group, LLP | 1,020,593 | $1,811 萬 | 0.03% | −368,901−26.5% | 減碼 |
| Lazard Asset Management LLC | 999,133 | $1,772 萬 | 0.02% | +64,078+6.9% | 加碼 |
| Marshall Wace, LLP | 988,628 | $1,754 萬 | 0.02% | −803,516−44.8% | 減碼 |
| Great West Life Assurance Co | 949,075 | $1,685 萬 | 0.03% | +110,400+13.2% | 加碼 |
| SEI Investments Co | 945,440 | $1,677 萬 | 0.02% | +40,175+4.4% | 加碼 |
| Northern Trust Corp | 927,050 | $1,645 萬 | 0.00% | −3,204,604−77.6% | 減碼 |
| California Public Employees Retirement System | 914,656 | $1,623 萬 | 0.01% | +45,871+5.3% | 加碼 |
| C WorldWide Group Holding A/S | 840,816 | $1,492 萬 | 0.20% | −117,032−12.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 833,614 | $1,479 萬 | 0.01% | −439,443−34.5% | 減碼 |
| Matthews International Capital Management LLC | 812,915 | $1,442 萬 | 3.32% | −222,751−21.5% | 減碼 |
| APG Asset Management N.V. | 884,600 | $1,337 萬 | 0.04% | −492,366−35.8% | 減碼 |
| Axiom Investors LLC | 721,480 | $1,280 萬 | 0.11% | −550,140−43.3% | 減碼 |
| Citigroup Inc | 716,698 | $1,271 萬 | 0.01% | −370,803−34.1% | 減碼 |
| Vontobel Holding Ltd. | 715,548 | $1,269 萬 | 0.04% | −334,760−31.9% | 減碼 |
| Franklin Resources Inc | 688,698 | $1,222 萬 | 0.00% | +55,075+8.7% | 加碼 |
| Polymer Capital Management (HK) LTD | 662,700 | $1,176 萬 | 1.84% | −33,300−4.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 645,054 | $1,144 萬 | 0.02% | −648,886−50.1% | 減碼 |
| Verition Fund Management LLC | 612,497 | $1,087 萬 | 0.06% | +612,497 | 新進 |
| Nomura Asset Management Co Ltd | 568,771 | $1,009 萬 | 0.03% | −86,046−13.1% | 減碼 |
| HRT Financial LP | 567,752 | $1,007 萬 | 0.04% | +414,112+269.5% | 加碼 |
| LMR Partners LLP | 567,547 | $1,007 萬 | 0.16% | +176,643+45.2% | 加碼 |
| Rovida Investment Management Ltd | 550,000 | $975.1 萬 | 1.80% | 00.0% | 不變 |
| Barings LLC | 529,988 | $940.2 萬 | 0.22% | −621,618−54.0% | 減碼 |
| Blue Creek Capital Management Ltd | 508,313 | $901.7 萬 | 12.61% | −70,000−12.1% | 減碼 |
| Nishkama Capital, LLC | 504,117 | $894.3 萬 | 1.46% | +504,117 | 新進 |
| Pictet Asset Management Holding SA | 501,696 | $890.0 萬 | 0.01% | −653,652−56.6% | 減碼 |
| Headwater Capital Co Ltd | 500,000 | $887.0 萬 | 3.10% | 00.0% | 不變 |
| HSBC Holdings PLC | 484,029 | $885.6 萬 | 0.01% | −2,953,619−85.9% | 減碼 |
| Aviva PLC | 498,395 | $884.2 萬 | 0.02% | +7,055+1.4% | 加碼 |
| M&G Plc | 458,505 | $825.3 萬 | 0.05% | −8,560,272−94.9% | 減碼 |
| XY Capital Ltd | 456,294 | $809.5 萬 | 5.58% | −701,933−60.6% | 減碼 |
| Royal Bank of Canada | 441,267 | $782.8 萬 | 0.00% | −26,253−5.6% | 減碼 |
| Baillie Gifford & Co | 423,790 | $751.8 萬 | 0.01% | −842,833−66.5% | 減碼 |
| KBC Group NV | 415,713 | $737.5 萬 | 0.02% | −76,012−15.5% | 減碼 |
| Van Eck Associates Corp | 412,089 | $731.0 萬 | 0.01% | +167,707+68.6% | 加碼 |
| Barclays PLC | 397,965 | $706.0 萬 | 0.00% | −734,813−64.9% | 減碼 |
| AQR Capital Management LLC | 379,609 | $673.4 萬 | 0.01% | −638,893−62.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 370,277 | $656.9 萬 | 0.01% | −1,886,279−83.6% | 減碼 |
| UBS Asset Management Americas Inc | 357,541 | $634.3 萬 | 0.00% | −6,966,233−95.1% | 減碼 |
| Handelsbanken Fonder AB | 347,436 | $616.4 萬 | 0.02% | −8,397−2.4% | 減碼 |
| Standard Life Aberdeen plc | 319,324 | $566.5 萬 | 0.01% | −129,042−28.8% | 減碼 |
| Canada Pension Plan Investment Board | 310,700 | $551.2 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 304,160 | $539.6 萬 | 0.06% | +7,190+2.4% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 275,795 | $489.3 萬 | 3.47% | −50,000−15.3% | 減碼 |
| FMR LLC | 270,919 | $480.6 萬 | 0.00% | −3,249,602−92.3% | 減碼 |
| TB Alternative Assets Ltd. | 265,711 | $471.4 萬 | 0.87% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 254,721 | $451.9 萬 | 0.05% | +254,721 | 新進 |
| Squarepoint Ops LLC | 250,225 | $443.9 萬 | 0.01% | +43,034+20.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 249,524 | $442.7 萬 | 0.02% | −7,752,924−96.9% | 減碼 |
| Envestnet Asset Management Inc | 240,170 | $426.1 萬 | 0.00% | +35,781+17.5% | 加碼 |
| Oasis Management Co Ltd. | 230,000 | $408.0 萬 | 0.97% | −4,035−1.7% | 減碼 |