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 4 季 13F 持有人
KKR & Co. Inc. 在 2021/12/31 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
- 833
- 較 2021 年第 3 季 +98 家
- 持有股數
- 4.44 億
- 較 2021 年第 3 季 −50.8 萬 (−0.1%)
- 總市值
- $330.7 億
- 較 2021 年第 3 季 +$60.0 億 (+22.2%)
- 新進機構
- 157
- 另有 280 家加碼
- 清倉機構
- 59
- 另有 258 家減碼
另有 10 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 1,064 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Signet Financial Management, LLC | 1,059 | $7.90 萬 | 0.01% | +1,059 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,107 | $8.20 萬 | 0.01% | −1,284−53.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,100 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,102 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 1,152 | $8.60 萬 | 0.03% | −598−34.2% | 減碼 |
| FourThought Financial, LLC | 1,186 | $8.80 萬 | 0.01% | +467+65.0% | 加碼 |
| Private Capital Group, LLC | 1,340 | $10.0 萬 | 0.02% | +18+1.4% | 加碼 |
| Centaurus Financial, Inc. | 1,357 | $10.1 萬 | 0.01% | −816−37.6% | 減碼 |
| Sandy Cove Advisors, LLC | 1,500 | $11.2 萬 | 0.09% | +1,500 | 新進 |
| Harbor Investment Advisory, LLC | 1,519 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,536 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Hoey Investments, Inc | 1,569 | $11.7 萬 | 0.03% | 00.0% | 不變 |
| Arlington Partners LLC | 1,633 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| Arrow Financial Corp | 1,670 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,679 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,683 | $12.5 萬 | 0.00% | +1,116+196.8% | 加碼 |
| MBM Wealth Consultants, LLC | 1,685 | $12.6 萬 | 0.05% | −1,500−47.1% | 減碼 |
| Bogart Wealth, LLC | 1,702 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 1,748 | $13.0 萬 | 0.02% | −1,245−41.6% | 減碼 |
| Tower View Investment Management & Research LLC | 1,750 | $13.0 萬 | 0.07% | −250−12.5% | 減碼 |
| Capital Analysts, LLC | 1,752 | $13.1 萬 | 0.01% | −736−29.6% | 減碼 |
| Quent Capital, LLC | 1,821 | $13.6 萬 | 0.03% | +1,821 | 新進 |
| GPS Wealth Strategies Group, LLC | 1,896 | $14.1 萬 | 0.03% | +5+0.3% | 加碼 |
| Edge Wealth Management LLC | 1,900 | $14.2 萬 | 0.03% | 00.0% | 不變 |
| Concord Wealth Partners | 2,078 | $15.5 萬 | 0.04% | +150+7.8% | 加碼 |
| Scissortail Wealth Management, LLC | 2,124 | $15.8 萬 | 0.06% | +2,124 | 新進 |
| Fifth Third Bancorp | 2,277 | $17.0 萬 | 0.00% | +647+39.7% | 加碼 |
| Eagle Bay Advisors LLC | 2,300 | $17.1 萬 | 0.11% | −2,700−54.0% | 減碼 |
| Bessemer Group Inc | 2,344 | $17.5 萬 | 0.00% | −196−7.7% | 減碼 |
| Penserra Capital Management LLC | 2,509 | $18.6 萬 | 0.00% | +500+24.9% | 加碼 |
| TFC Financial Management | 2,550 | $19.0 萬 | 0.06% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 2,681 | $20.0 萬 | 0.00% | +2,681 | 新進 |
| Meadow Creek Wealth Advisors LLC | 2,714 | $20.2 萬 | 0.19% | +2,714 | 新進 |
| Silvercrest Asset Management Group LLC | 2,741 | $20.4 萬 | 0.00% | +2,741 | 新進 |
| Stelac Advisory Services LLC | 2,750 | $20.5 萬 | 0.06% | −10,175−78.7% | 減碼 |
| Aj Wealth Strategies, LLC | 2,758 | $20.5 萬 | 0.01% | +2,758 | 新進 |
| Coastal Investment Advisors, Inc. | 2,756 | $20.5 萬 | 0.05% | +2,756 | 新進 |
| Bridgefront Capital, LLC | 2,768 | $20.6 萬 | 0.20% | +2,768 | 新進 |
| Cetera Advisors LLC | 2,772 | $20.7 萬 | 0.00% | +2,772 | 新進 |
| CWM, LLC | 2,794 | $20.8 萬 | 0.00% | +2,794 | 新進 |
| Dowling & Yahnke LLC | 2,800 | $20.9 萬 | 0.01% | +2,800 | 新進 |
| Keystone Financial Group | 2,823 | $21.0 萬 | 0.03% | +2,823 | 新進 |
| XTX Topco Ltd | 2,850 | $21.2 萬 | 0.12% | +2,850 | 新進 |
| MUFG Americas Holdings Corp | 2,883 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 2,900 | $21.6 萬 | 0.13% | +2,900 | 新進 |
| Mirabella Financial Services LLP | 2,992 | $22.3 萬 | 0.02% | −5,727−65.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 3,000 | $22.4 萬 | 0.01% | −5,000−62.5% | 減碼 |
| Fortis Advisors, LLC | 3,000 | $22.4 萬 | 0.13% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 3,000 | $22.4 萬 | 0.11% | +3,000 | 新進 |
| Intellectus Partners, LLC | 3,000 | $22.4 萬 | 0.06% | +3,000 | 新進 |
| Fundamentun, LLC | 3,000 | $22.4 萬 | 0.04% | +3,000 | 新進 |
| Apella Capital, LLC | 3,000 | $22.4 萬 | 0.03% | +3,000 | 新進 |
| Hudson Value Partners, LLC | 3,000 | $22.4 萬 | 0.11% | +3,000 | 新進 |
| Hexagon Capital Partners LLC | 3,030 | $22.6 萬 | 0.06% | −110−3.5% | 減碼 |
| Almanack Investment Partners, LLC. | 3,031 | $22.6 萬 | 0.02% | +3,031 | 新進 |
| Mount Yale Investment Advisors, LLC | 3,036 | $22.6 萬 | 0.02% | +3,036 | 新進 |
| Peapack Gladstone Financial Corp | 3,043 | $22.7 萬 | 0.00% | +3,043 | 新進 |
| Northwest Bancshares, Inc. | 3,100 | $23.1 萬 | 0.05% | +3,100 | 新進 |
| CAPROCK Group, Inc. | 3,150 | $23.5 萬 | 0.02% | −200−6.0% | 減碼 |
| Sovereign Financial Group, Inc. | 3,155 | $23.5 萬 | 0.10% | +3,155 | 新進 |
| Financial Management Network Inc | 3,180 | $23.6 萬 | 0.11% | +3,180 | 新進 |
| Park Avenue Securities LLC | 3,181 | $23.7 萬 | 0.00% | +3,181 | 新進 |
| Quantamental Technologies LLC | 3,194 | $23.8 萬 | 0.12% | −2,244−41.3% | 減碼 |
| Westwood Holdings Group Inc. | 3,196 | $23.8 萬 | 0.00% | +3,196 | 新進 |
| Advisor Resource Council | 3,200 | $23.8 萬 | 0.02% | +3,200 | 新進 |
| Pluribus Labs, LLC | 3,293 | $24.5 萬 | 0.26% | +3,293 | 新進 |
| Summit Financial, LLC | 3,298 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 3,296 | $24.6 萬 | 0.04% | −6−0.2% | 減碼 |
| HB Wealth Management, LLC | 3,298 | $24.6 萬 | 0.00% | +3,298 | 新進 |
| First Bank & Trust | 3,313 | $24.7 萬 | 0.10% | +106+3.3% | 加碼 |
| Western Pacific Wealth Management, LP | 3,346 | $24.9 萬 | 0.16% | +3,346 | 新進 |
| RMR Wealth Builders | 3,351 | $25.0 萬 | 0.07% | +6+0.2% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,391 | $25.3 萬 | 0.13% | +106+3.2% | 加碼 |
| Balentine LLC | 3,413 | $25.4 萬 | 0.01% | +3,413 | 新進 |
| 55I, LLC | 3,464 | $25.8 萬 | 0.01% | −167−4.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,514 | $26.2 萬 | 0.12% | −133−3.6% | 減碼 |
| Toroso Investments, LLC | 3,513 | $26.2 萬 | 0.01% | +3,513 | 新進 |
| EP Wealth Advisors, LLC | 3,540 | $26.4 萬 | 0.01% | −23−0.6% | 減碼 |
| Citizens National Bank Trust Department | 3,555 | $26.5 萬 | 0.10% | +3,555 | 新進 |
| Henshaw Capital LLC | 3,565 | $26.6 萬 | 0.01% | +3,565 | 新進 |
| Corient Capital Partners, LLC | 3,630 | $27.1 萬 | 0.02% | +3,630 | 新進 |
| Leonteq Securities AG | 3,638 | $27.1 萬 | 0.01% | −827−18.5% | 減碼 |
| Kaizen Financial Strategies | 3,669 | $27.3 萬 | 0.20% | +7+0.2% | 加碼 |
| TAGStone Capital, Inc. | 3,671 | $27.3 萬 | 0.23% | +3,671 | 新進 |
| Resurgent Financial Advisors LLC | 3,670 | $27.3 萬 | 0.22% | +3,670 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,700 | $27.6 萬 | 0.02% | −2,800−43.1% | 減碼 |
| Ascent Group, LLC | 4,221 | $27.8 萬 | 0.04% | +4,221 | 新進 |
| Level Four Advisory Services, LLC | 3,764 | $28.0 萬 | 0.02% | −607−13.9% | 減碼 |
| Glenmede Trust Co NA | 3,799 | $28.2 萬 | 0.00% | +3,799 | 新進 |
| Baldwin Investment Management, LLC | 3,800 | $28.3 萬 | 0.07% | −100−2.6% | 減碼 |
| AIA Group Ltd | 3,802 | $28.3 萬 | 0.01% | +3,802 | 新進 |
| Ade, LLC | 3,805 | $28.4 萬 | 0.24% | 00.0% | 不變 |
| Appleton Partners Inc | 3,825 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,055 | $28.8 萬 | 0.11% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 3,894 | $29.0 萬 | 0.04% | +936+31.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,965 | $29.5 萬 | 0.04% | +405+11.4% | 加碼 |
| Venture Visionary Partners LLC | 3,976 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Engine No. 1 LLC | 4,004 | $29.8 萬 | 0.06% | +4,004 | 新進 |
| Cigna Investments Inc | 4,019 | $30.0 萬 | 0.02% | −85−2.1% | 減碼 |