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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 4,079 | $30.4 萬 | 0.01% | −94,875−95.9% | 減碼 |
| Profund Advisors LLC | 4,083 | $30.4 萬 | 0.01% | −104−2.5% | 減碼 |
| Cornerstone Advisory, LLC | 4,075 | $30.4 萬 | 0.04% | +4,075 | 新進 |
| Sunbelt Securities, Inc. | 4,599 | $30.5 萬 | 0.05% | −600−11.5% | 減碼 |
| Modera Wealth Management, LLC | 4,149 | $30.9 萬 | 0.01% | +4,149 | 新進 |
| ASB Consultores, LLC | 4,163 | $31.0 萬 | 0.15% | +4,163 | 新進 |
| Buckingham Strategic Partners | 4,177 | $31.2 萬 | 0.07% | +4,177 | 新進 |
| Cypress Capital Group | 4,218 | $31.4 萬 | 0.04% | +4,218 | 新進 |
| Teza Capital Management LLC | 4,216 | $31.4 萬 | 0.08% | +4,216 | 新進 |
| CenterBook Partners LP | 4,244 | $31.6 萬 | 0.19% | +4,244 | 新進 |
| Evergreen Capital Management LLC | 4,392 | $32.7 萬 | 0.01% | +7+0.2% | 加碼 |
| Prelude Capital Management, LLC | 4,409 | $32.8 萬 | 0.02% | +4,409 | 新進 |
| Pinnacle Private Wealth, LLC | 4,398 | $32.8 萬 | 0.10% | +4,398 | 新進 |
| Kovack Advisors, Inc. | 4,414 | $32.9 萬 | 0.03% | +205+4.9% | 加碼 |
| Financial Architects, Inc | 4,474 | $33.3 萬 | 0.05% | +435+10.8% | 加碼 |
| First City Capital Management, Inc. | 4,750 | $33.7 萬 | 0.19% | +51+1.1% | 加碼 |
| Laidlaw Wealth Management LLC | 4,555 | $33.9 萬 | 0.05% | +571+14.3% | 加碼 |
| Scotia Capital Inc. | 4,598 | $34.2 萬 | 0.00% | +42+0.9% | 加碼 |
| Brown Advisory Securities, LLC | 4,625 | $34.4 萬 | 0.15% | −1,599−25.7% | 減碼 |
| Echo Street Capital Management LLC | 4,643 | $34.6 萬 | 0.00% | −9,496−67.2% | 減碼 |
| Assetmark, Inc | 4,697 | $35.0 萬 | 0.00% | +4,414+1,559.7% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $35.0 萬 | 0.12% | +4,700 | 新進 |
| Aviance Capital Partners, LLC | 4,711 | $35.1 萬 | 0.06% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,758 | $35.4 萬 | 0.08% | −20.0% | 減碼 |
| TrinityPoint Wealth, LLC | 4,785 | $35.6 萬 | 0.06% | 00.0% | 不變 |
| Patten Group, Inc. | 4,791 | $35.7 萬 | 0.09% | +12+0.3% | 加碼 |
| KCM Investment Advisors LLC | 4,800 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Asset Management Corp | 4,823 | $35.9 萬 | 0.21% | +5+0.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 4,814 | $35.9 萬 | 0.02% | +4,814 | 新進 |
| Veritable, L.P. | 4,828 | $36.0 萬 | 0.01% | +201+4.3% | 加碼 |
| Kalos Management, Inc. | 4,590 | $36.1 萬 | 0.10% | +340+8.0% | 加碼 |
| WealthPLAN Partners, LLC | 5,137 | $36.6 萬 | 0.02% | −38−0.7% | 減碼 |
| Symmetry Partners, LLC | 4,908 | $36.6 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 4,911 | $36.6 萬 | 0.05% | −72−1.4% | 減碼 |
| We Are One Seven, LLC | 4,923 | $36.7 萬 | 0.04% | +1,406+40.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 5,000 | $37.3 萬 | 0.16% | 00.0% | 不變 |
| Emfo, LLC | 5,000 | $37.3 萬 | 0.33% | 00.0% | 不變 |
| Operose Advisors LLC | 5,000 | $37.3 萬 | 0.30% | +5,000 | 新進 |
| Ashfield Capital Partners, LLC | 5,018 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 5,041 | $37.6 萬 | 0.11% | +611+13.8% | 加碼 |
| G2 Capital Management, LLC | 5,042 | $37.6 萬 | 0.14% | +5,042 | 新進 |
| Horizon Kinetics Asset Management LLC | 5,058 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Veriti Management LLC | 5,156 | $38.4 萬 | 0.05% | −23−0.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,177 | $38.6 萬 | 0.03% | +3+0.1% | 加碼 |
| State of Wyoming | 5,201 | $38.7 萬 | 0.18% | −1,404−21.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,250 | $39.1 萬 | 0.00% | +6+0.1% | 加碼 |
| Huntington National Bank | 5,245 | $39.1 萬 | 0.00% | +737+16.3% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 5,250 | $39.1 萬 | 0.09% | +5,250 | 新進 |
| Clearwater Capital Advisors, LLC | 5,280 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| US Bancorp | 5,290 | $39.4 萬 | 0.00% | +651+14.0% | 加碼 |
| Wellington Shields & Co., LLC | 5,300 | $39.5 萬 | 0.08% | 00.0% | 不變 |
| Glenview Trust Co | 5,314 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 5,325 | $39.7 萬 | 0.21% | −100−1.8% | 減碼 |
| Zhang Financial LLC | 5,348 | $39.8 萬 | 0.07% | +5,348 | 新進 |
| Overbrook Management Corp | 5,462 | $40.7 萬 | 0.08% | −600−9.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,459 | $40.7 萬 | 0.01% | +459+9.2% | 加碼 |
| Change Path, LLC | 5,465 | $40.7 萬 | 0.02% | +517+10.4% | 加碼 |
| Capital Planning Advisors, LLC | 5,470 | $40.8 萬 | 0.08% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 5,500 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 5,576 | $41.5 萬 | 0.02% | −648−10.4% | 減碼 |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $42.5 萬 | 0.05% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 5,774 | $43.0 萬 | 0.04% | +60+1.1% | 加碼 |
| Hodges Capital Management Inc. | 5,845 | $43.5 萬 | 0.03% | +6+0.1% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $43.7 萬 | 0.06% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 5,865 | $43.7 萬 | 0.15% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 5,874 | $43.8 萬 | 0.03% | +10.0% | 加碼 |
| Gateway Advisory, LLC | 5,924 | $44.1 萬 | 0.09% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 5,950 | $44.3 萬 | 0.03% | +190+3.3% | 加碼 |
| Telemus Capital, LLC | 5,955 | $44.4 萬 | 0.04% | +2,455+70.1% | 加碼 |
| American International Group, Inc. | 5,977 | $44.5 萬 | 0.00% | −222−3.6% | 減碼 |
| Xponance, Inc. | 5,975 | $44.5 萬 | 0.01% | +17+0.3% | 加碼 |
| Regency Capital Management Inc. | 6,000 | $44.7 萬 | 0.28% | −2,000−25.0% | 減碼 |
| Northeast Investment Management | 6,000 | $44.7 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,000 | $44.7 萬 | 0.00% | 00.0% | 不變 |
| Family Management Corp | 6,003 | $44.7 萬 | 0.12% | 00.0% | 不變 |
| Financial Advocates Investment Management | 5,999 | $44.7 萬 | 0.03% | +75+1.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,008 | $44.8 萬 | 0.04% | +645+12.0% | 加碼 |
| Gotham Asset Management, LLC | 6,026 | $44.9 萬 | 0.01% | −1,367−18.5% | 減碼 |
| RDA Financial Network | 6,045 | $45.0 萬 | 0.18% | +103+1.7% | 加碼 |
| Duncker Streett & Co Inc | 6,175 | $46.0 萬 | 0.08% | 00.0% | 不變 |
| First Pacific Advisors, LP | 6,174 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 6,172 | $46.1 萬 | 0.03% | +6,172 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 6,240 | $46.5 萬 | 0.03% | +780+14.3% | 加碼 |
| Fortress Wealth Group, LLC | 6,811 | $46.9 萬 | 0.35% | +846+14.2% | 加碼 |
| Good Life Advisors, LLC | 6,333 | $47.2 萬 | 0.06% | +766+13.8% | 加碼 |
| AE Wealth Management LLC | 6,344 | $47.3 萬 | 0.00% | +689+12.2% | 加碼 |
| Vestcor Inc | 6,476 | $48.2 萬 | 0.02% | −1,241−16.1% | 減碼 |
| Samalin Investment Counsel, LLC | 6,570 | $48.9 萬 | 0.29% | −189−2.8% | 減碼 |
| Brighton Jones LLC | 6,659 | $49.6 萬 | 0.02% | +107+1.6% | 加碼 |
| Acadian Asset Management LLC | 6,690 | $49.8 萬 | 0.00% | −162,232−96.0% | 減碼 |
| Canandaigua National Corp | 6,693 | $49.9 萬 | 0.07% | +6,693 | 新進 |
| Cordasco Financial Network | 6,858 | $51.1 萬 | 0.32% | +11+0.2% | 加碼 |
| Coldstream Capital Management Inc | 6,875 | $51.2 萬 | 0.02% | −1,125−14.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 6,958 | $51.8 萬 | 0.12% | +6,958 | 新進 |
| Ameritas Advisory Services, LLC | 6,955 | $51.8 萬 | 0.02% | +6,955 | 新進 |
| Regent Investment Management LLC | 7,000 | $52.2 萬 | 0.11% | 00.0% | 不變 |
| Visionary Wealth Advisors | 7,024 | $52.3 萬 | 0.04% | −100−1.4% | 減碼 |
| Focus Financial Network, Inc. | 7,052 | $52.5 萬 | 0.08% | +24+0.3% | 加碼 |
| Redpoint Investment Management Pty Ltd | 7,064 | $52.6 萬 | 0.04% | +3,765+114.1% | 加碼 |