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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $141.7 萬 | 0.04% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 18,800 | $140.0 萬 | 0.05% | −3,100−14.2% | 減碼 |
| Seven Post Investment Office LP | 18,700 | $139.3 萬 | 0.38% | 00.0% | 不變 |
| M&T Bank Corp | 18,257 | $136.1 萬 | 0.01% | −225−1.2% | 減碼 |
| MML Investors Services, LLC | 18,254 | $136.0 萬 | 0.01% | +2,864+18.6% | 加碼 |
| American Trust | 18,261 | $136.0 萬 | 0.10% | +18,261 | 新進 |
| SG Americas Securities, LLC | 18,227 | $135.8 萬 | 0.01% | +14,810+433.4% | 加碼 |
| Ar Asset Management Inc | 18,000 | $134.1 萬 | 0.34% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 17,959 | $133.9 萬 | 0.22% | −841−4.5% | 減碼 |
| Brown Brothers Harriman & Co | 17,850 | $133.0 萬 | 0.01% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 21,864 | $132.4 萬 | 0.09% | +1,660+8.2% | 加碼 |
| Roundview Capital LLC | 17,531 | $130.6 萬 | 0.13% | +1,061+6.4% | 加碼 |
| Next Capital Management LLC | 17,483 | $130.2 萬 | 0.90% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 17,375 | $129.4 萬 | 0.10% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 17,167 | $127.9 萬 | 0.18% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 17,106 | $127.4 萬 | 0.41% | −5,000−22.6% | 減碼 |
| Baird Financial Group, Inc. | 16,848 | $125.5 萬 | 0.00% | +1,510+9.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 16,607 | $123.7 萬 | 0.08% | +211+1.3% | 加碼 |
| Davenport & Co LLC | 16,557 | $123.3 萬 | 0.01% | +741+4.7% | 加碼 |
| JustInvest LLC | 16,537 | $123.2 萬 | 0.07% | +1,962+13.5% | 加碼 |
| National Asset Management, Inc. | 16,241 | $121.1 萬 | 0.03% | −85−0.5% | 減碼 |
| Paradigm Asset Management Co LLC | 16,204 | $120.7 萬 | 0.30% | +1,504+10.2% | 加碼 |
| Kraematon Investment Advisors, Inc | 16,187 | $120.6 萬 | 1.08% | +16,187 | 新進 |
| Professional Financial Advisors, LLC | 16,045 | $119.5 萬 | 0.52% | −801−4.8% | 減碼 |
| Welch & Forbes LLC | 15,895 | $118.4 萬 | 0.02% | −4,105−20.5% | 減碼 |
| Spire Wealth Management | 15,863 | $118.2 萬 | 0.03% | +1,728+12.2% | 加碼 |
| Bellwether Advisors, LLC | 15,738 | $117.2 萬 | 0.36% | +15,644+16,642.6% | 加碼 |
| American National Insurance Co | 15,700 | $117.0 萬 | 0.26% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 15,700 | $117.0 萬 | 0.09% | +8,200+109.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 15,595 | $116.2 萬 | 0.02% | +3,086+24.7% | 加碼 |
| Point72 Hong Kong Ltd | 15,537 | $115.8 萬 | 0.10% | +15,537 | 新進 |
| IHT Wealth Management, LLC | 15,323 | $114.2 萬 | 0.08% | 00.0% | 不變 |
| Virtu Financial LLC | 15,245 | $113.6 萬 | 0.12% | −3,873−20.3% | 減碼 |
| Cetera Investment Advisers | 15,095 | $112.5 萬 | 0.02% | +872+6.1% | 加碼 |
| First National Bank Sioux Falls | 14,958 | $111.4 萬 | 1.19% | +9,652+181.9% | 加碼 |
| Linscomb & Williams, Inc. | 14,379 | $107.1 萬 | 0.05% | −1,800−11.1% | 減碼 |
| UBP Investment Advisors SA | 14,409 | $107.0 萬 | 0.39% | +14,409 | 新進 |
| Seaport Global Advisors, LLC | 14,148 | $105.4 萬 | 1.45% | +14,148 | 新進 |
| ETF Managers Group, LLC | 14,032 | $104.9 萬 | 0.02% | +666+5.0% | 加碼 |
| Credential Qtrade Securities Inc. | 14,080 | $104.9 萬 | 0.07% | +5,040+55.8% | 加碼 |
| First Citizens Bank & Trust Co | 13,961 | $104.0 萬 | 0.04% | +13,961 | 新進 |
| Douglas Lane & Associates, LLC | 13,821 | $103.0 萬 | 0.01% | −60−0.4% | 減碼 |
| Guardian Investment Management | 13,750 | $102.4 萬 | 0.71% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 13,602 | $101.3 萬 | 0.11% | +2,228+19.6% | 加碼 |
| Guinness Asset Management LTD | 13,550 | $100.9 萬 | 0.04% | +2,500+22.6% | 加碼 |
| NN Investment Partners Holdings N.V. | 13,500 | $100.6 萬 | 0.01% | −45,500−77.1% | 減碼 |
| Sawtooth Solutions, LLC | 13,474 | $100.4 萬 | 0.11% | +13,474 | 新進 |
| Fort Pitt Capital Group, LLC | 13,303 | $99.1 萬 | 0.04% | −1,277−8.8% | 減碼 |
| Central Trust Co | 13,302 | $99.1 萬 | 0.03% | −465−3.4% | 減碼 |
| Ballew Advisors, Inc | 14,201 | $98.6 萬 | 0.69% | +14,201 | 新進 |
| Crossmark Global Holdings, Inc. | 13,080 | $97.4 萬 | 0.02% | +9,700+287.0% | 加碼 |
| Guggenheim Capital LLC | 12,902 | $96.1 萬 | 0.01% | +7,301+130.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 12,826 | $95.9 萬 | 0.01% | +12,826 | 新進 |
| Great Valley Advisor Group, Inc. | 12,761 | $95.1 萬 | 0.06% | −1,258−9.0% | 減碼 |
| CWA Asset Management Group, LLC | 12,440 | $92.7 萬 | 0.07% | 00.0% | 不變 |
| Capital International Inc | 12,307 | $91.7 萬 | 0.01% | −14,297−53.7% | 減碼 |
| Rathbone Brothers plc | 12,275 | $91.4 萬 | 0.01% | −1,125−8.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,184 | $90.8 萬 | 0.02% | −833−6.4% | 減碼 |
| Raymond James Trust N.A. | 12,100 | $90.1 萬 | 0.03% | +392+3.3% | 加碼 |
| Belpointe Asset Management LLC | 12,089 | $90.0 萬 | 0.06% | −2,914−19.4% | 減碼 |
| Mission Wealth Management, LP | 12,040 | $89.7 萬 | 0.04% | −176−1.4% | 減碼 |
| Fountainhead AM, LLC | 11,971 | $89.2 萬 | 0.39% | 00.0% | 不變 |
| Principal Street Partners, LLC | 11,928 | $88.9 萬 | 0.21% | −1,722−12.6% | 減碼 |
| Bradley Foster & Sargent Inc | 11,860 | $88.4 萬 | 0.02% | 00.0% | 不變 |
| Silvant Capital Management LLC | 11,766 | $87.7 萬 | 0.15% | 00.0% | 不變 |
| Krilogy Financial LLC | 11,529 | $85.9 萬 | 0.09% | +1,686+17.1% | 加碼 |
| Curated Wealth Partners LLC | 11,454 | $85.2 萬 | 0.28% | −1,528−11.8% | 減碼 |
| American National Registered Investment Advisor, Inc. | 11,275 | $84.0 萬 | 0.28% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 11,235 | $83.7 萬 | 0.04% | +766+7.3% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $82.9 萬 | 0.10% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 11,098 | $82.7 萬 | 0.01% | +31+0.3% | 加碼 |
| Bokf, NA | 10,943 | $81.5 萬 | 0.01% | +4,559+71.4% | 加碼 |
| Panagora Asset Management Inc | 10,784 | $80.3 萬 | 0.00% | −2,525−19.0% | 減碼 |
| People's United Financial, Inc. | 10,747 | $80.1 萬 | 0.02% | +10,747 | 新進 |
| Western Wealth Management, LLC | 10,737 | $80.1 萬 | 0.08% | +10,737 | 新進 |
| Wetherby Asset Management Inc | 10,700 | $79.7 萬 | 0.04% | 00.0% | 不變 |
| ProVise Management Group, LLC | 10,640 | $79.3 萬 | 0.07% | −465−4.2% | 減碼 |
| Systematic Alpha Investments, LLC | 10,600 | $79.0 萬 | 0.04% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 10,504 | $78.3 萬 | 0.22% | 00.0% | 不變 |
| Duality Advisers, LP | 10,465 | $78.0 萬 | 0.08% | −58,917−84.9% | 減碼 |
| D.A. Davidson & Co. | 10,465 | $78.0 萬 | 0.01% | +650+6.6% | 加碼 |
| Beaumont Financial Partners, LLC | 10,420 | $77.6 萬 | 0.06% | 00.0% | 不變 |
| Commerce Bank | 10,332 | $77.0 萬 | 0.01% | +2,526+32.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 10,239 | $76.3 萬 | 0.02% | +216+2.2% | 加碼 |
| Gilbert & Cook, Inc. | 10,215 | $76.1 萬 | 0.12% | −219−2.1% | 減碼 |
| Aries Wealth Management | 10,210 | $76.1 萬 | 0.29% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,128 | $75.5 萬 | 0.26% | +20.0% | 加碼 |
| Sigma Planning Corp | 10,140 | $75.5 萬 | 0.02% | +6,261+161.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $75.4 萬 | 0.08% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 10,084 | $75.1 萬 | 0.05% | +74+0.7% | 加碼 |
| GWM Advisors LLC | 9,969 | $74.3 萬 | 0.01% | +3,644+57.6% | 加碼 |
| Dakota Wealth Management | 9,950 | $74.1 萬 | 0.08% | −87−0.9% | 減碼 |
| Pensionfund DSM Netherlands | 9,900 | $73.8 萬 | 0.09% | 00.0% | 不變 |
| Van Eck Associates Corp | 9,886 | $73.7 萬 | 0.00% | +9,886 | 新進 |
| Yorktown Management & Research Co Inc | 9,700 | $72.3 萬 | 0.49% | 00.0% | 不變 |
| Capital One Financial Corp | 9,590 | $71.4 萬 | 0.09% | 00.0% | 不變 |
| Astrantus Ltd | 9,421 | $70.2 萬 | 0.53% | +9,421 | 新進 |
| MAI Capital Management | 9,407 | $70.1 萬 | 0.01% | −20.0% | 減碼 |
| Fiduciary Group LLC | 9,400 | $70.0 萬 | 0.08% | +25+0.3% | 加碼 |
| Institute for Wealth Management, LLC. | 9,392 | $70.0 萬 | 0.11% | +414+4.6% | 加碼 |