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、2 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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 226,894 | $402.5 萬 | 0.00% | −1,554,954−87.3% | 減碼 |
| Balyasny Asset Management LLC | 220,703 | $391.5 萬 | 0.01% | +220,703 | 新進 |
| SG Americas Securities, LLC | 219,650 | $389.7 萬 | 0.02% | +71,405+48.2% | 加碼 |
| Jane Street Group, LLC | 216,961 | $384.9 萬 | 0.01% | +144,619+199.9% | 加碼 |
| Old Mission Capital LLC | 200,822 | $356.3 萬 | 0.09% | −18,585−8.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 200,000 | $354.6 萬 | 0.17% | −218,357−52.2% | 減碼 |
| Allianz Asset Management GmbH | 192,929 | $342.3 萬 | 0.00% | −829,929−81.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 187,194 | $332.1 萬 | 0.13% | +187,194 | 新進 |
| Swedbank AB | 187,193 | $332.1 萬 | 0.00% | +187,193 | 新進 |
| National Pension Service | 186,396 | $330.7 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 184,877 | $328.0 萬 | 0.23% | +184,877 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 174,430 | $309.4 萬 | 0.01% | −132,185−43.1% | 減碼 |
| Storebrand Asset Management AS | 171,715 | $304.6 萬 | 0.01% | −8,615−4.8% | 減碼 |
| GF Fund Management Co. Ltd. | 169,043 | $299.9 萬 | 0.06% | −1,151,183−87.2% | 減碼 |
| KLP Kapitalforvaltning AS | 153,500 | $272.3 萬 | 0.01% | 00.0% | 不變 |
| Geode Capital Management, LLC | 152,284 | $270.2 萬 | 0.00% | −4,015,891−96.3% | 減碼 |
| Group One Trading, L.P. | 150,760 | $267.4 萬 | 0.09% | −84,259−35.9% | 減碼 |
| Marex Group plc | 150,000 | $266.1 萬 | 0.05% | −1,000−0.7% | 減碼 |
| CMT Capital Markets Trading GmbH | 130,534 | $231.6 萬 | 1.11% | +106,034+432.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 129,139 | $229.1 萬 | 0.01% | −7,714−5.6% | 減碼 |
| IMC-Chicago, LLC | 123,652 | $219.4 萬 | 0.05% | −43,533−26.0% | 減碼 |
| VGI Partners Ltd | 122,853 | $217.9 萬 | 0.18% | +122,853 | 新進 |
| Capital International Investors | 116,604 | $216.2 萬 | 0.00% | +116,604 | 新進 |
| Limestone Investment Advisors LP | 121,668 | $215.8 萬 | 0.94% | +121,668 | 新進 |
| Mariner, LLC | 118,194 | $209.7 萬 | 0.00% | +31,002+35.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 118,020 | $209.4 萬 | 0.03% | +14,000+13.5% | 加碼 |
| Hudson Bay Capital Management LP | 113,054 | $200.6 萬 | 0.01% | +113,054 | 新進 |
| Union Bancaire Privee, UBP SA | 119,692 | $199.1 萬 | 0.03% | 00.0% | 不變 |
| Siren, L.L.C. | 105,000 | $186.3 萬 | 0.10% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 94,588 | $167.8 萬 | 0.03% | −43,233−31.4% | 減碼 |
| Quadrature Capital Ltd | 93,574 | $166.0 萬 | 0.03% | +23,751+34.0% | 加碼 |
| Dimensional Fund Advisors LP | 92,930 | $164.9 萬 | 0.00% | −2,924−3.1% | 減碼 |
| Oaktree Fund Advisors, LLC | 90,611 | $160.7 萬 | 2.79% | +8,977+11.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 87,581 | $155.4 萬 | 0.04% | +49,670+131.0% | 加碼 |
| GTS Securities LLC | 86,474 | $153.4 萬 | 0.07% | +67,543+356.8% | 加碼 |
| Mackenzie Financial Corp | 86,204 | $152.9 萬 | 0.00% | −13,630−13.7% | 減碼 |
| Prudential PLC | 85,578 | $151.8 萬 | 0.01% | −557,103−86.7% | 減碼 |
| Trexquant Investment LP | 83,901 | $148.8 萬 | 0.02% | +83,901 | 新進 |
| Alberta Investment Management Corp | 83,200 | $147.6 萬 | 0.01% | −850,822−91.1% | 減碼 |
| Profund Advisors LLC | 79,371 | $140.8 萬 | 0.05% | −4,873−5.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 75,900 | $134.6 萬 | 0.01% | −93,259−55.1% | 減碼 |
| Creative Planning | 74,421 | $132.0 萬 | 0.00% | −1,572−2.1% | 減碼 |
| Myriad Asset Management US LP | 73,541 | $130.5 萬 | 0.86% | −34,385−31.9% | 減碼 |
| M&T Bank Corp | 72,561 | $128.7 萬 | 0.00% | +24,007+49.4% | 加碼 |
| XTX Topco Ltd | 72,065 | $127.8 萬 | 0.05% | −5,145−6.7% | 減碼 |
| Macquarie Group Ltd | 70,276 | $124.7 萬 | 0.00% | 00.0% | 不變 |
| Central Asset Investments & Management Holdings (HK) Ltd | 67,000 | $118.9 萬 | 1.01% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 66,835 | $118.5 萬 | 0.03% | +15,490+30.2% | 加碼 |
| Centiva Capital, LP | 66,425 | $117.8 萬 | 0.08% | +38,310+136.3% | 加碼 |
| Gsa Capital Partners LLP | 66,338 | $117.7 萬 | 0.08% | +66,338 | 新進 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 65,568 | $116.3 萬 | 2.05% | +65,568 | 新進 |
| Bank of Montreal | 64,034 | $113.6 萬 | 0.00% | −34,955−35.3% | 減碼 |
| Vident Advisory, LLC | 63,282 | $112.3 萬 | 0.01% | −1,935−3.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 61,530 | $109.2 萬 | 0.01% | −5,532−8.2% | 減碼 |
| Ethic Inc. | 58,661 | $108.8 萬 | 0.02% | +13,369+29.5% | 加碼 |
| Wolverine Trading, LLC | 56,170 | $104.1 萬 | 0.03% | −45,062−44.5% | 減碼 |
| Penserra Capital Management LLC | 56,272 | $99.8 萬 | 0.01% | −2,073−3.6% | 減碼 |
| DnB Asset Management AS | 56,200 | $99.7 萬 | 0.00% | +4,821+9.4% | 加碼 |
| Walleye Capital LLC | 55,076 | $97.7 萬 | 0.01% | −16,288−22.8% | 減碼 |
| UBS Oconnor LLC | 51,814 | $91.9 萬 | 0.03% | +51,814 | 新進 |
| Daiwa Securities Group Inc. | 51,187 | $90.9 萬 | 0.00% | −2,503−4.7% | 減碼 |
| Banque Cantonale Vaudoise | 50,000 | $88.7 萬 | 0.04% | 00.0% | 不變 |
| Freemont Capital Pte Ltd | 50,000 | $88.7 萬 | 0.02% | +23,000+85.2% | 加碼 |
| Scientech Research LLC | 48,883 | $86.7 萬 | 0.21% | +10,195+26.4% | 加碼 |
| Veritas Asset Management LLP | 48,473 | $86.0 萬 | 0.01% | +20,382+72.6% | 加碼 |
| China Universal Asset Management Co., Ltd. | 45,000 | $79.8 萬 | 0.08% | −124,000−73.4% | 減碼 |
| Quantinno Capital Management LP | 44,883 | $79.6 萬 | 0.00% | +7,256+19.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 43,316 | $76.8 萬 | 0.00% | +43,316 | 新進 |
| Atom Investors LP | 40,297 | $71.5 萬 | 0.06% | +40,297 | 新進 |
| Panagora Asset Management Inc | 37,808 | $67.1 萬 | 0.00% | −606,517−94.1% | 減碼 |
| Two Sigma Securities, LLC | 36,463 | $64.7 萬 | 0.08% | +36,463 | 新進 |
| JustInvest LLC | 32,715 | $58.0 萬 | 0.01% | +13,276+68.3% | 加碼 |
| Virginia Retirement Systems Et Al | 31,000 | $55.0 萬 | 0.00% | −3,000−8.8% | 減碼 |
| Yousif Capital Management, LLC | 29,215 | $51.8 萬 | 0.01% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 27,637 | $50.6 萬 | 0.00% | +735+2.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 28,146 | $49.9 萬 | 0.01% | +7,446+36.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 26,615 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 25,032 | $44.4 萬 | 0.01% | +739+3.0% | 加碼 |
| Vise Technologies, Inc. | 24,388 | $43.3 萬 | 0.02% | +24,388 | 新進 |
| Toroso Investments, LLC | 24,300 | $43.1 萬 | 0.00% | +3,515+16.9% | 加碼 |
| Capital Markets Trading UK LLP | 22,742 | $40.3 萬 | 0.46% | +22,742 | 新進 |
| Shell Asset Management Co | 21,892 | $38.8 萬 | 0.01% | +1,210+5.9% | 加碼 |
| Engineers Gate Manager LP | 21,838 | $38.7 萬 | 0.00% | +21,838 | 新進 |
| Ion Asset Management Ltd. | 21,750 | $38.6 萬 | 0.02% | +21,750 | 新進 |
| Solstein Capital, LLC | 21,100 | $37.4 萬 | 0.19% | 00.0% | 不變 |
| Virtu Financial LLC | 21,042 | $37.3 萬 | 0.02% | +21,042 | 新進 |
| Fox Run Management, L.L.C. | 18,868 | $33.5 萬 | 0.06% | +18,868 | 新進 |
| Federation des caisses Desjardins du Quebec | 17,947 | $31.8 萬 | 0.00% | +872+5.1% | 加碼 |
| QRG Capital Management, Inc. | 17,895 | $31.7 萬 | 0.00% | +6,958+63.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 17,490 | $31.0 萬 | 0.05% | 00.0% | 不變 |
| Savant Capital, LLC | 16,612 | $29.5 萬 | 0.00% | +1,546+10.3% | 加碼 |
| Ewa, LLC | 16,417 | $29.1 萬 | 0.09% | +278+1.7% | 加碼 |
| Cerity Partners LLC | 14,671 | $26.0 萬 | 0.00% | +234+1.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 14,617 | $26.0 萬 | 0.00% | −63,333−81.2% | 減碼 |
| First Affirmative Financial Network | 14,330 | $25.4 萬 | 0.13% | −557−3.7% | 減碼 |
| Banco BTG Pactual S.A. | 14,000 | $24.8 萬 | 0.05% | +14,000 | 新進 |
| The PNC Financial Services Group, Inc. | 13,923 | $24.7 萬 | 0.00% | +4,181+42.9% | 加碼 |
| Brinker Capital Investments, LLC | 13,644 | $24.2 萬 | 0.00% | +13,644 | 新進 |
| Atomi Financial Group, Inc. | 13,092 | $23.2 萬 | 0.01% | −3,344−20.3% | 減碼 |
| Leonteq Securities AG | 12,945 | $23.0 萬 | 0.01% | +3,690+39.9% | 加碼 |