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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 15,323 | $93.3 萬 | 0.08% | +450+3.0% | 加碼 |
| Blair William & Co | 15,099 | $91.9 萬 | 0.00% | +9+0.1% | 加碼 |
| Belpointe Asset Management LLC | 15,003 | $91.3 萬 | 0.06% | +4,013+36.5% | 加碼 |
| Paradigm Asset Management Co LLC | 14,700 | $89.5 萬 | 0.25% | −1,000−6.4% | 減碼 |
| Fort Pitt Capital Group, LLC | 14,580 | $88.8 萬 | 0.04% | 00.0% | 不變 |
| JustInvest LLC | 14,575 | $88.7 萬 | 0.08% | −1,197−7.6% | 減碼 |
| Walleye Capital LLC | 14,397 | $87.6 萬 | 0.03% | +14,397 | 新進 |
| CFM Wealth Partners LLC | 14,332 | $87.2 萬 | 0.22% | +2,731+23.5% | 加碼 |
| HAP Trading, LLC | 14,242 | $86.7 萬 | 0.06% | −225−1.6% | 減碼 |
| Cetera Investment Advisers | 14,223 | $86.6 萬 | 0.01% | −10,587−42.7% | 減碼 |
| Spire Wealth Management | 14,135 | $86.1 萬 | 0.02% | −1,125−7.4% | 減碼 |
| Echo Street Capital Management LLC | 14,139 | $86.1 萬 | 0.01% | +14,139 | 新進 |
| Great Valley Advisor Group, Inc. | 14,019 | $85.3 萬 | 0.06% | +3,192+29.5% | 加碼 |
| Douglas Lane & Associates, LLC | 13,881 | $84.5 萬 | 0.01% | +115+0.8% | 加碼 |
| Systematic Alpha Investments, LLC | 10,600 | $84.5 萬 | 0.04% | 00.0% | 不變 |
| Central Trust Co | 13,767 | $83.8 萬 | 0.03% | −1,627−10.6% | 減碼 |
| Guardian Investment Management | 13,750 | $83.7 萬 | 0.62% | 00.0% | 不變 |
| Principal Street Partners, LLC | 13,650 | $83.1 萬 | 0.23% | −7,110−34.2% | 減碼 |
| Rathbone Brothers plc | 13,400 | $81.6 萬 | 0.01% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 13,409 | $81.6 萬 | 0.11% | 00.0% | 不變 |
| ETF Managers Group, LLC | 13,366 | $81.3 萬 | 0.02% | +1,119+9.1% | 加碼 |
| Panagora Asset Management Inc | 13,309 | $81.0 萬 | 0.00% | −1,410−9.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,017 | $79.2 萬 | 0.02% | +416+3.3% | 加碼 |
| Curated Wealth Partners LLC | 12,982 | $79.0 萬 | 0.44% | −1,153−8.2% | 減碼 |
| Stelac Advisory Services LLC | 12,925 | $78.7 萬 | 0.21% | −21,774−62.8% | 減碼 |
| Qube Research & Technologies Ltd | 12,916 | $78.6 萬 | 0.01% | −84,342−86.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,509 | $76.2 萬 | 0.02% | +3,626+40.8% | 加碼 |
| Twin Tree Management, LP | 12,496 | $76.1 萬 | 0.02% | +12,221+4,444.0% | 加碼 |
| CWA Asset Management Group, LLC | 12,440 | $75.7 萬 | 0.06% | +26+0.2% | 加碼 |
| Seelaus Asset Management LLC | 12,420 | $75.6 萬 | 0.44% | +12,420 | 新進 |
| Mission Wealth Management, LP | 12,216 | $74.4 萬 | 0.04% | −1,584−11.5% | 減碼 |
| Nomura Holdings Inc | 11,970 | $73.7 萬 | 0.01% | −8,114−40.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,086 | $73.6 萬 | 0.01% | +998+9.0% | 加碼 |
| Fountainhead AM, LLC | 11,971 | $72.9 萬 | 0.35% | +227+1.9% | 加碼 |
| Bradley Foster & Sargent Inc | 11,860 | $72.2 萬 | 0.02% | +255+2.2% | 加碼 |
| Fiduciary Group LLC | 9,375 | $71.8 萬 | 0.08% | +175+1.9% | 加碼 |
| Silvant Capital Management LLC | 11,766 | $71.6 萬 | 0.13% | −2,780−19.1% | 減碼 |
| Raymond James Trust N.A. | 11,708 | $71.2 萬 | 0.02% | +407+3.6% | 加碼 |
| Seven Eight Capital, LP | 11,573 | $70.5 萬 | 0.07% | −23,086−66.6% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 11,579 | $70.5 萬 | 0.01% | +3,200+38.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,374 | $69.2 萬 | 0.09% | +1,932+20.5% | 加碼 |
| American National Registered Investment Advisor, Inc. | 11,275 | $68.6 萬 | 0.25% | 00.0% | 不變 |
| Cannon Global Investment Management, LLC | 11,200 | $68.2 萬 | 1.02% | −3,800−25.3% | 減碼 |
| Allstate Corp | 11,210 | $68.2 萬 | 0.03% | 00.0% | 不變 |
| American Portfolios Advisors | 11,126 | $67.7 萬 | 0.03% | +13+0.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $67.7 萬 | 0.09% | 00.0% | 不變 |
| Ameritas Investment Company, LLC | 11,102 | $67.6 萬 | 0.03% | −2,271−17.0% | 減碼 |
| ProVise Management Group, LLC | 11,105 | $67.6 萬 | 0.07% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 11,067 | $67.4 萬 | 0.01% | −317−2.8% | 減碼 |
| Guinness Asset Management LTD | 11,050 | $67.3 萬 | 0.03% | +4,000+56.7% | 加碼 |
| Intact Investment Management Inc. | 11,000 | $67.0 萬 | 0.02% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 10,916 | $66.5 萬 | 0.01% | +10,916 | 新進 |
| Ensign Peak Advisors, Inc | 10,785 | $65.7 萬 | 0.00% | −7,690−41.6% | 減碼 |
| Wetherby Asset Management Inc | 10,700 | $65.2 萬 | 0.04% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 10,504 | $63.9 萬 | 0.19% | +22+0.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,469 | $63.7 萬 | 0.04% | +283+2.8% | 加碼 |
| Diligent Investors, LLC | 10,719 | $63.5 萬 | 0.22% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 10,434 | $63.5 萬 | 0.11% | −93−0.9% | 減碼 |
| Beaumont Financial Partners, LLC | 10,420 | $63.4 萬 | 0.05% | 00.0% | 不變 |
| Diversified Trust Co | 10,309 | $62.8 萬 | 0.02% | 00.0% | 不變 |
| Aries Wealth Management | 10,210 | $62.2 萬 | 0.26% | −550−5.1% | 減碼 |
| Lake Street Advisors Group, LLC | 10,200 | $62.1 萬 | 0.07% | +10,200 | 新進 |
| World Asset Management Inc | 10,152 | $61.8 萬 | 0.06% | +12+0.1% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,126 | $61.6 萬 | 0.23% | −49−0.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $61.6 萬 | 0.07% | 00.0% | 不變 |
| Dakota Wealth Management | 10,037 | $61.1 萬 | 0.07% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 10,023 | $61.0 萬 | 0.02% | +2,106+26.6% | 加碼 |
| Moors & Cabot, Inc. | 10,010 | $60.6 萬 | 0.04% | −2,285−18.6% | 減碼 |
| Pensionfund DSM Netherlands | 9,900 | $60.3 萬 | 0.08% | +9,900 | 新進 |
| Krilogy Financial LLC | 9,843 | $59.9 萬 | 0.06% | +1,794+22.3% | 加碼 |
| D.A. Davidson & Co. | 9,815 | $59.8 萬 | 0.01% | +801+8.9% | 加碼 |
| Yorktown Management & Research Co Inc | 9,700 | $59.1 萬 | 0.44% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 9,656 | $58.8 萬 | 0.06% | +925+10.6% | 加碼 |
| Capital One Financial Corp | 9,590 | $58.4 萬 | 0.07% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 9,523 | $57.9 萬 | 0.09% | +670+7.6% | 加碼 |
| Segment Wealth Management, LLC | 9,450 | $57.5 萬 | 0.07% | 00.0% | 不變 |
| MAI Capital Management | 9,409 | $57.3 萬 | 0.01% | +22+0.2% | 加碼 |
| Smith Shellnut Wilson LLC | 9,328 | $56.8 萬 | 0.33% | 00.0% | 不變 |
| Ossiam | 9,292 | $56.6 萬 | 0.02% | −1,282−12.1% | 減碼 |
| Credential Qtrade Securities Inc. | 9,040 | $55.0 萬 | 0.04% | +1,820+25.2% | 加碼 |
| E&G Advisors, LP | 9,000 | $54.8 萬 | 0.15% | +9,000 | 加碼 |
| Institute for Wealth Management, LLC. | 8,978 | $54.7 萬 | 0.10% | +1,010+12.7% | 加碼 |
| Corsair Capital Management, L.P. | 8,901 | $54.2 萬 | 0.10% | −266−2.9% | 減碼 |
| DRW Securities, LLC | 8,865 | $54.0 萬 | 0.16% | +8,865 | 新進 |
| Principle Wealth Partners LLC | 8,850 | $53.9 萬 | 0.06% | 00.0% | 不變 |
| Wedbush Securities Inc | 8,824 | $53.7 萬 | 0.03% | −774−8.1% | 減碼 |
| Mirabella Financial Services LLP | 8,719 | $53.1 萬 | 0.07% | +8,719 | 新進 |
| Stonnington Group, LLC | 7,700 | $50.4 萬 | 0.11% | −10,300−57.2% | 減碼 |
| Marks Group Wealth Management, Inc | 8,241 | $50.2 萬 | 0.07% | −342−4.0% | 減碼 |
| Phocas Financial Corp. | 8,145 | $49.6 萬 | 0.06% | +1,500+22.6% | 加碼 |
| Bayesian Capital Management, LP | 8,100 | $49.3 萬 | 0.14% | +8,100 | 新進 |
| Regency Capital Management Inc. | 8,000 | $48.7 萬 | 0.34% | +500+6.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,000 | $48.7 萬 | 0.02% | +8,000 | 新進 |
| Commerce Bank | 7,806 | $47.5 萬 | 0.00% | −220−2.7% | 減碼 |
| Seeyond | 7,755 | $47.2 萬 | 0.05% | −79−1.0% | 減碼 |
| Mutual Advisors, LLC | 7,753 | $47.2 萬 | 0.03% | 00.0% | 不變 |
| Vestcor Inc | 7,717 | $47.0 萬 | 0.02% | −989−11.4% | 減碼 |
| Bluefin Capital Management, LLC | 7,500 | $45.7 萬 | 0.05% | +7,500 | 新進 |
| Gotham Asset Management, LLC | 7,393 | $45.0 萬 | 0.02% | −2,202−22.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,334 | $44.7 萬 | 0.08% | +348+5.0% | 加碼 |