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 |
|---|---|---|---|---|---|
| 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 |
| Kalos Management, Inc. | 4,590 | $36.1 萬 | 0.10% | +340+8.0% | 加碼 |
| Veritable, L.P. | 4,828 | $36.0 萬 | 0.01% | +201+4.3% | 加碼 |
| 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 |
| KCM Investment Advisors LLC | 4,800 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Patten Group, Inc. | 4,791 | $35.7 萬 | 0.09% | +12+0.3% | 加碼 |
| TrinityPoint Wealth, LLC | 4,785 | $35.6 萬 | 0.06% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,758 | $35.4 萬 | 0.08% | −20.0% | 減碼 |
| Aviance Capital Partners, LLC | 4,711 | $35.1 萬 | 0.06% | 00.0% | 不變 |
| 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 |
| Echo Street Capital Management LLC | 4,643 | $34.6 萬 | 0.00% | −9,496−67.2% | 減碼 |
| Brown Advisory Securities, LLC | 4,625 | $34.4 萬 | 0.15% | −1,599−25.7% | 減碼 |
| Scotia Capital Inc. | 4,598 | $34.2 萬 | 0.00% | +42+0.9% | 加碼 |
| Laidlaw Wealth Management LLC | 4,555 | $33.9 萬 | 0.05% | +571+14.3% | 加碼 |
| First City Capital Management, Inc. | 4,750 | $33.7 萬 | 0.19% | +51+1.1% | 加碼 |
| Financial Architects, Inc | 4,474 | $33.3 萬 | 0.05% | +435+10.8% | 加碼 |
| Kovack Advisors, Inc. | 4,414 | $32.9 萬 | 0.03% | +205+4.9% | 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 |
| Evergreen Capital Management LLC | 4,392 | $32.7 萬 | 0.01% | +7+0.2% | 加碼 |
| CenterBook Partners LP | 4,244 | $31.6 萬 | 0.19% | +4,244 | 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 |
| Buckingham Strategic Partners | 4,177 | $31.2 萬 | 0.07% | +4,177 | 新進 |
| ASB Consultores, LLC | 4,163 | $31.0 萬 | 0.15% | +4,163 | 新進 |
| Modera Wealth Management, LLC | 4,149 | $30.9 萬 | 0.01% | +4,149 | 新進 |
| Sunbelt Securities, Inc. | 4,599 | $30.5 萬 | 0.05% | −600−11.5% | 減碼 |
| 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 |
| Cigna Investments Inc | 4,019 | $30.0 萬 | 0.02% | −85−2.1% | 減碼 |
| Engine No. 1 LLC | 4,004 | $29.8 萬 | 0.06% | +4,004 | 新進 |
| Venture Visionary Partners LLC | 3,976 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,965 | $29.5 萬 | 0.04% | +405+11.4% | 加碼 |
| Arkadios Wealth Advisors | 3,894 | $29.0 萬 | 0.04% | +936+31.6% | 加碼 |
| MONECO Advisors, LLC | 4,055 | $28.8 萬 | 0.11% | 00.0% | 不變 |
| Appleton Partners Inc | 3,825 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Ade, LLC | 3,805 | $28.4 萬 | 0.24% | 00.0% | 不變 |
| 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 |
| Glenmede Trust Co NA | 3,799 | $28.2 萬 | 0.00% | +3,799 | 新進 |
| Level Four Advisory Services, LLC | 3,764 | $28.0 萬 | 0.02% | −607−13.9% | 減碼 |
| Ascent Group, LLC | 4,221 | $27.8 萬 | 0.04% | +4,221 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,700 | $27.6 萬 | 0.02% | −2,800−43.1% | 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 |
| Leonteq Securities AG | 3,638 | $27.1 萬 | 0.01% | −827−18.5% | 減碼 |
| Corient Capital Partners, LLC | 3,630 | $27.1 萬 | 0.02% | +3,630 | 新進 |
| Henshaw Capital LLC | 3,565 | $26.6 萬 | 0.01% | +3,565 | 新進 |
| Citizens National Bank Trust Department | 3,555 | $26.5 萬 | 0.10% | +3,555 | 新進 |
| EP Wealth Advisors, LLC | 3,540 | $26.4 萬 | 0.01% | −23−0.6% | 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 |
| 55I, LLC | 3,464 | $25.8 萬 | 0.01% | −167−4.6% | 減碼 |
| Balentine LLC | 3,413 | $25.4 萬 | 0.01% | +3,413 | 新進 |
| Carmichael Hill & Associates, Inc. | 3,391 | $25.3 萬 | 0.13% | +106+3.2% | 加碼 |
| RMR Wealth Builders | 3,351 | $25.0 萬 | 0.07% | +6+0.2% | 加碼 |
| Western Pacific Wealth Management, LP | 3,346 | $24.9 萬 | 0.16% | +3,346 | 新進 |
| First Bank & Trust | 3,313 | $24.7 萬 | 0.10% | +106+3.3% | 加碼 |
| 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 |
| Summit Financial, LLC | 3,298 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Pluribus Labs, LLC | 3,293 | $24.5 萬 | 0.26% | +3,293 | 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 |
| Park Avenue Securities LLC | 3,181 | $23.7 萬 | 0.00% | +3,181 | 新進 |
| Financial Management Network Inc | 3,180 | $23.6 萬 | 0.11% | +3,180 | 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 |
| Northwest Bancshares, Inc. | 3,100 | $23.1 萬 | 0.05% | +3,100 | 新進 |
| Peapack Gladstone Financial Corp | 3,043 | $22.7 萬 | 0.00% | +3,043 | 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 |
| 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 |
| Mirabella Financial Services LLP | 2,992 | $22.3 萬 | 0.02% | −5,727−65.7% | 減碼 |
| Triad Financial Advisors, Inc. | 2,900 | $21.6 萬 | 0.13% | +2,900 | 新進 |
| MUFG Americas Holdings Corp | 2,883 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 2,850 | $21.2 萬 | 0.12% | +2,850 | 新進 |
| Keystone Financial Group | 2,823 | $21.0 萬 | 0.03% | +2,823 | 新進 |
| Dowling & Yahnke LLC | 2,800 | $20.9 萬 | 0.01% | +2,800 | 新進 |
| CWM, LLC | 2,794 | $20.8 萬 | 0.00% | +2,794 | 新進 |
| Cetera Advisors LLC | 2,772 | $20.7 萬 | 0.00% | +2,772 | 新進 |
| Bridgefront Capital, LLC | 2,768 | $20.6 萬 | 0.20% | +2,768 | 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 |
| Silvercrest Asset Management Group LLC | 2,741 | $20.4 萬 | 0.00% | +2,741 | 新進 |
| Meadow Creek Wealth Advisors LLC | 2,714 | $20.2 萬 | 0.19% | +2,714 | 新進 |