KKR & Co. Inc.
KKR- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0001404912
近 90 天,KKR & Co. 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 1,284 家機構在 13F 申報持有,市值合計 $502.1 億;阿克雷資本、ValueAct 資本等 6 位大師持有。
2021 年第 3 季 13F 持有人
KKR & Co. Inc. 在 2021/9/30 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
- 745
- 較 2021 年第 2 季 +50 家
- 持有股數
- 4.45 億
- 較 2021 年第 2 季 −227.5 萬 (−0.5%)
- 總市值
- $270.9 億
- 較 2021 年第 2 季 +$5.90 億 (+2.2%)
- 新進機構
- 98
- 另有 289 家加碼
- 清倉機構
- 48
- 另有 204 家減碼
另有 9 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 KKR 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 | 1,284 | $502.1 億 |
| 2026 年第 1 季 | 1,285 | $489.9 億 |
| 2025 年第 4 季 | 1,403 | $693.0 億 |
| 2025 年第 3 季 | 1,377 | $688.6 億 |
| 2025 年第 2 季 | 1,331 | $714.0 億 |
| 2025 年第 1 季 | 1,290 | $618.0 億 |
| 2024 年第 4 季 | 1,324 | $789.1 億 |
| 2024 年第 3 季 | 1,172 | $693.3 億 |
| 2024 年第 2 季 | 1,068 | $564.5 億 |
| 2024 年第 1 季 | 1,033 | $508.4 億 |
| 2023 年第 4 季 | 918 | $417.5 億 |
| 2023 年第 3 季 | 792 | $311.1 億 |
| 2023 年第 2 季 | 758 | $267.7 億 |
| 2023 年第 1 季 | 742 | $251.5 億 |
| 2022 年第 4 季 | 730 | $220.6 億 |
| 2022 年第 3 季 | 709 | $202.2 億 |
| 2022 年第 2 季 | 732 | $210.8 億 |
| 2022 年第 1 季 | 786 | $259.8 億 |
| 2021 年第 4 季 | 833 | $330.7 億 |
| 2021 年第 3 季 | 745 | $270.9 億 |
| 2021 年第 2 季 | 704 | $265.3 億 |
| 2021 年第 1 季 | 651 | $221.0 億 |
2021 年第 3 季持有機構
每家機構持有 KKR & Co. Inc. 的股數、市值與佔組合比重;股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 2,173 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 2,333 | $14.2 萬 | 0.03% | 00.0% | 不變 |
| Cypress Point Wealth Management, LLC | 2,325 | $14.2 萬 | 0.10% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 2,337 | $14.2 萬 | 0.00% | +2,337 | 新進 |
| Plante Moran Financial Advisors, LLC | 2,391 | $14.6 萬 | 0.03% | −102−4.1% | 減碼 |
| Capital Analysts, LLC | 2,488 | $15.1 萬 | 0.01% | +2,088+522.0% | 加碼 |
| Bessemer Group Inc | 2,540 | $15.5 萬 | 0.00% | −30−1.2% | 減碼 |
| TFC Financial Management | 2,550 | $15.5 萬 | 0.05% | +2,550 | 新進 |
| MUFG Americas Holdings Corp | 2,883 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| NuWave Investment Management, LLC | 2,902 | $17.7 萬 | 0.20% | +2,902 | 新進 |
| Arkadios Wealth Advisors | 2,958 | $18.0 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,993 | $18.2 萬 | 0.03% | +13+0.4% | 加碼 |
| Nisa Investment Advisors, LLC | 3,010 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Fortis Advisors, LLC | 3,000 | $18.3 萬 | 0.11% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 3,140 | $19.1 萬 | 0.06% | −100−3.1% | 減碼 |
| MBM Wealth Consultants, LLC | 3,185 | $19.4 萬 | 0.09% | +500+18.6% | 加碼 |
| First Bank & Trust | 3,207 | $19.5 萬 | 0.09% | +146+4.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,285 | $20.0 萬 | 0.11% | +8+0.2% | 加碼 |
| Summit Financial, LLC | 3,298 | $20.1 萬 | 0.02% | +3,298 | 新進 |
| Harvest Fund Management Co., Ltd | 3,310 | $20.1 萬 | 0.05% | +1,904+135.4% | 加碼 |
| Redpoint Investment Management Pty Ltd | 3,299 | $20.1 萬 | 0.02% | +3,299 | 新進 |
| Kathmere Capital Management, LLC | 3,302 | $20.1 萬 | 0.04% | +3,302 | 新進 |
| PFG Advisors | 3,326 | $20.2 萬 | 0.02% | +3,326 | 新進 |
| CAPROCK Group, Inc. | 3,350 | $20.4 萬 | 0.02% | +3,350 | 新進 |
| RMR Wealth Builders | 3,345 | $20.4 萬 | 0.06% | +3,345 | 新進 |
| Crossmark Global Holdings, Inc. | 3,380 | $20.6 萬 | 0.00% | +3,380 | 新進 |
| SG Americas Securities, LLC | 3,417 | $20.8 萬 | 0.00% | −805,911−99.6% | 減碼 |
| Capital International Sarl | 3,455 | $21.0 萬 | 0.02% | +3,455 | 新進 |
| Telemus Capital, LLC | 3,500 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,563 | $21.7 萬 | 0.01% | −2,200−38.2% | 減碼 |
| 55I, LLC | 3,631 | $22.1 萬 | 0.01% | +10.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,647 | $22.2 萬 | 0.14% | +502+16.0% | 加碼 |
| Kaizen Financial Strategies | 3,662 | $22.3 萬 | 0.18% | +3,662 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,769 | $23.0 萬 | 0.00% | +3,769 | 新進 |
| Ade, LLC | 3,805 | $23.2 萬 | 0.21% | 00.0% | 不變 |
| Appleton Partners Inc | 3,825 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 3,879 | $23.6 萬 | 0.01% | −1,197−23.6% | 減碼 |
| Baldwin Investment Management, LLC | 3,900 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 3,976 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 3,984 | $24.3 萬 | 0.06% | +84+2.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,560 | $24.4 萬 | 0.03% | +20+0.6% | 加碼 |
| Financial Architects, Inc | 4,039 | $24.6 萬 | 0.04% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,055 | $24.7 萬 | 0.10% | 00.0% | 不變 |
| Engine Capital Management, LP | 4,072 | $24.8 萬 | 0.07% | −5,627−58.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,090 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Cigna Investments Inc | 4,104 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Walleye Trading LLC | 4,129 | $25.1 萬 | 0.01% | −12,963−75.8% | 減碼 |
| Profund Advisors LLC | 4,187 | $25.5 萬 | 0.01% | −301−6.7% | 減碼 |
| Kovack Advisors, Inc. | 4,209 | $25.6 萬 | 0.03% | +7+0.2% | 加碼 |
| Boston Private Wealth LLC | 4,260 | $25.9 萬 | 0.00% | +817+23.7% | 加碼 |
| Level Four Advisory Services, LLC | 4,371 | $26.6 萬 | 0.03% | −6,119−58.3% | 減碼 |
| Evergreen Capital Management LLC | 4,385 | $26.7 萬 | 0.01% | −419−8.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 4,430 | $27.0 萬 | 0.09% | +791+21.7% | 加碼 |
| Leonteq Securities AG | 4,465 | $27.2 萬 | 0.01% | +194+4.5% | 加碼 |
| Coldstream Capital Management Inc | 8,000 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 4,508 | $27.5 萬 | 0.00% | −39−0.9% | 減碼 |
| Scotia Capital Inc. | 4,556 | $27.7 萬 | 0.00% | −463−9.2% | 減碼 |
| We Are One Seven, LLC | 3,517 | $28.0 萬 | 0.04% | +22+0.6% | 加碼 |
| Veritable, L.P. | 4,627 | $28.2 萬 | 0.00% | +264+6.1% | 加碼 |
| US Bancorp | 4,639 | $28.3 萬 | 0.00% | −1,870−28.7% | 減碼 |
| First City Capital Management, Inc. | 4,699 | $28.6 萬 | 0.16% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 4,711 | $28.7 萬 | 0.05% | +87+1.9% | 加碼 |
| 9258 Wealth Management, LLC | 4,760 | $29.0 萬 | 0.08% | −35−0.7% | 減碼 |
| Patten Group, Inc. | 4,779 | $29.1 萬 | 0.09% | +10+0.2% | 加碼 |
| TrinityPoint Wealth, LLC | 4,785 | $29.1 萬 | 0.06% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 4,800 | $29.2 萬 | 0.01% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 4,819 | $29.3 萬 | 0.01% | −1,797−27.2% | 減碼 |
| Asset Management Corp | 4,818 | $29.3 萬 | 0.18% | +6+0.1% | 加碼 |
| Paloma Partners Management Co | 4,824 | $29.4 萬 | 0.01% | +4,824 | 新進 |
| HighPoint Advisor Group LLC | 4,924 | $30.0 萬 | 0.03% | −63−1.3% | 減碼 |
| Change Path, LLC | 4,948 | $30.1 萬 | 0.02% | −157−3.1% | 減碼 |
| Sunbelt Securities, Inc. | 5,199 | $30.3 萬 | 0.05% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 4,983 | $30.3 萬 | 0.04% | +981+24.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 5,000 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Emfo, LLC | 5,000 | $30.4 萬 | 0.27% | 00.0% | 不變 |
| Symmetry Partners, LLC | 4,908 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 5,000 | $30.4 萬 | 0.18% | +2,450+96.1% | 加碼 |
| Turim 21 Investimentos Ltda. | 5,000 | $30.4 萬 | 0.14% | +2,500+100.0% | 加碼 |
| Ashfield Capital Partners, LLC | 5,018 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,038 | $30.7 萬 | 0.03% | +2,537+101.4% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 5,054 | $30.8 萬 | 0.00% | +5,054 | 新進 |
| First Midwest Bank Trust Division | 5,179 | $31.5 萬 | 0.04% | +5,179 | 新進 |
| Stratos Wealth Advisors, LLC | 5,174 | $31.5 萬 | 0.03% | +5,174 | 新進 |
| Veriti Management LLC | 5,179 | $31.5 萬 | 0.04% | +5,179 | 新進 |
| Williams Jones Wealth Management, LLC. | 5,244 | $31.9 萬 | 0.00% | +9+0.2% | 加碼 |
| Clearwater Capital Advisors, LLC | 5,280 | $32.1 萬 | 0.04% | −1,510−22.2% | 減碼 |
| Glenview Trust Co | 5,314 | $32.3 萬 | 0.01% | −100−1.8% | 減碼 |
| First National Bank Sioux Falls | 5,306 | $32.3 萬 | 0.54% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 5,300 | $32.3 萬 | 0.11% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 5,363 | $32.6 萬 | 0.03% | +517+10.7% | 加碼 |
| Game Plan Financial Advisors, LLC | 5,425 | $33.0 萬 | 0.20% | 00.0% | 不變 |
| Quantamental Technologies LLC | 5,438 | $33.1 萬 | 0.22% | +1,003+22.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,460 | $33.2 萬 | 0.02% | +260+5.0% | 加碼 |
| Capital Planning Advisors, LLC | 5,470 | $33.3 萬 | 0.07% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 5,500 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Kalos Management, Inc. | 4,250 | $33.5 萬 | 0.09% | +4,250 | 新進 |
| Good Life Advisors, LLC | 5,567 | $33.9 萬 | 0.05% | +5,567 | 新進 |
| Guggenheim Capital LLC | 5,601 | $34.1 萬 | 0.00% | −1,408−20.1% | 減碼 |