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。
2022 年第 1 季 13F 持有人
KKR & Co. Inc. 在 2022/3/31 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
- 786
- 較 2021 年第 4 季 −37 家
- 持有股數
- 4.44 億
- 較 2021 年第 4 季 +89.4 萬 (+0.2%)
- 總市值
- $259.8 億
- 較 2021 年第 4 季 −$70.2 億 (−21.3%)
- 新進機構
- 89
- 另有 301 家加碼
- 清倉機構
- 126
- 另有 250 家減碼
另有 10 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 1,569 | $9.20 萬 | 0.03% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 1,600 | $9.40 萬 | 0.05% | −150−8.6% | 減碼 |
| Arlington Partners LLC | 1,633 | $9.50 萬 | 0.03% | 00.0% | 不變 |
| Perkins Coie Trust Co | 1,635 | $9.60 萬 | 0.03% | +483+41.9% | 加碼 |
| Fifth Third Bancorp | 1,662 | $9.70 萬 | 0.00% | −615−27.0% | 減碼 |
| Montag A & Associates Inc | 1,679 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Arrow Financial Corp | 1,670 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 1,685 | $9.90 萬 | 0.04% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,745 | $10.2 萬 | 0.01% | +43+2.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,896 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Smithfield Trust Co | 1,926 | $11.3 萬 | 0.01% | +1,926 | 新進 |
| Bessemer Group Inc | 2,025 | $11.9 萬 | 0.00% | −319−13.6% | 減碼 |
| Concord Wealth Partners | 2,078 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| FourThought Financial, LLC | 2,471 | $13.5 萬 | 0.02% | +1,285+108.3% | 加碼 |
| Turim 21 Investimentos Ltda. | 2,500 | $14.6 萬 | 0.06% | −2,500−50.0% | 減碼 |
| TFC Financial Management | 2,550 | $14.9 萬 | 0.04% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2,665 | $15.5 萬 | 0.00% | +156+6.2% | 加碼 |
| Stelac Advisory Services LLC | 2,750 | $16.1 萬 | 0.06% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,848 | $16.7 萬 | 0.04% | −182−6.0% | 減碼 |
| MUFG Americas Holdings Corp | 2,883 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Fortis Advisors, LLC | 3,000 | $17.5 萬 | 0.10% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 3,555 | $18.1 萬 | 0.07% | 00.0% | 不變 |
| CWM, LLC | 3,179 | $18.6 萬 | 0.00% | +385+13.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,300 | $19.3 萬 | 0.10% | −91−2.7% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,317 | $19.4 萬 | 0.10% | −197−5.6% | 減碼 |
| Western Pacific Wealth Management, LP | 3,346 | $19.5 萬 | 0.14% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,475 | $20.3 萬 | 0.00% | −8,709−71.5% | 減碼 |
| Cumberland Partners Ltd | 3,500 | $20.4 萬 | 0.02% | +3,500 | 新進 |
| Sunbelt Securities, Inc. | 3,499 | $20.8 萬 | 0.04% | −1,100−23.9% | 減碼 |
| Gitterman Wealth Management, LLC | 3,551 | $20.8 萬 | 0.17% | +3,551 | 新進 |
| Prospera Financial Services Inc | 3,570 | $20.9 萬 | 0.01% | −509−12.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,570 | $20.9 萬 | 0.01% | +3,570 | 新進 |
| Legacy Advisors, LLC | 3,585 | $21.0 萬 | 0.04% | +3,585 | 新進 |
| Assenagon Asset Management S.A. | 3,614 | $21.1 萬 | 0.00% | −62,419−94.5% | 減碼 |
| Profund Advisors LLC | 3,607 | $21.1 萬 | 0.01% | −476−11.7% | 減碼 |
| XML Financial, LLC | 3,656 | $21.4 萬 | 0.03% | +3,656 | 新進 |
| We Are One Seven, LLC | 3,673 | $21.5 萬 | 0.02% | −1,250−25.4% | 減碼 |
| TAGStone Capital, Inc. | 3,681 | $21.5 萬 | 0.18% | +10+0.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,700 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| CTC Capital Management, LLC | 3,700 | $21.6 萬 | 0.58% | +3,700 | 新進 |
| Appleton Partners Inc | 3,725 | $21.8 萬 | 0.02% | −100−2.6% | 減碼 |
| EP Wealth Advisors, LLC | 3,723 | $21.8 萬 | 0.00% | +183+5.2% | 加碼 |
| 55I, LLC | 3,730 | $21.8 萬 | 0.01% | +266+7.7% | 加碼 |
| Ade, LLC | 3,805 | $22.2 萬 | 0.21% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 3,800 | $22.2 萬 | 0.06% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 3,790 | $22.2 萬 | 0.14% | +120+3.3% | 加碼 |
| ASB Consultores, LLC | 3,824 | $22.4 萬 | 0.09% | −339−8.1% | 減碼 |
| First Bank & Trust | 3,826 | $22.4 萬 | 0.07% | +513+15.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,827 | $22.4 萬 | 0.02% | +791+26.1% | 加碼 |
| Greenleaf Trust | 3,839 | $22.4 萬 | 0.00% | +3,839 | 新進 |
| Toroso Investments, LLC | 3,873 | $22.6 萬 | 0.01% | +360+10.2% | 加碼 |
| Boothbay Fund Management, LLC | 3,928 | $23.0 萬 | 0.01% | +3,928 | 新進 |
| Venture Visionary Partners LLC | 3,976 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| FDx Advisors, Inc. | 4,000 | $23.4 萬 | 0.01% | +4,000 | 新進 |
| Gotham Asset Management, LLC | 4,011 | $23.5 萬 | 0.01% | −2,015−33.4% | 減碼 |
| MONECO Advisors, LLC | 4,055 | $23.7 萬 | 0.09% | 00.0% | 不變 |
| Financial Architects, Inc | 4,066 | $23.8 萬 | 0.03% | −408−9.1% | 減碼 |
| Proequities, Inc. | 4,090 | $23.9 萬 | 0.02% | −1,486−26.6% | 減碼 |
| HB Wealth Management, LLC | 4,086 | $23.9 萬 | 0.00% | +788+23.9% | 加碼 |
| Lido Advisors, LLC | 4,114 | $24.0 萬 | 0.00% | +4,114 | 新進 |
| Sigma Planning Corp | 4,131 | $24.2 萬 | 0.01% | −6,009−59.3% | 減碼 |
| Change Path, LLC | 4,140 | $24.2 萬 | 0.01% | −1,325−24.2% | 減碼 |
| Arete Wealth Advisors, LLC | 4,160 | $24.3 萬 | 0.02% | +4,160 | 新進 |
| Glenmede Trust Co NA | 4,210 | $24.5 萬 | 0.00% | +411+10.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 4,182 | $24.5 萬 | 0.00% | +1,441+52.6% | 加碼 |
| Forum Financial Management, LP | – | $24.9 萬 | 0.01% | – | – |
| Level Four Advisory Services, LLC | 4,280 | $25.0 萬 | 0.02% | +516+13.7% | 加碼 |
| Financial Management Network Inc | 4,180 | $25.1 萬 | 0.13% | +1,000+31.4% | 加碼 |
| Evergreen Capital Management LLC | 4,329 | $25.3 萬 | 0.01% | −63−1.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 4,322 | $25.3 萬 | 0.03% | +357+9.0% | 加碼 |
| Philadelphia Trust Co | 4,320 | $25.3 萬 | 0.02% | +4,320 | 新進 |
| Alpha Cubed Investments, LLC | 4,350 | $25.4 萬 | 0.02% | +4,350 | 新進 |
| RNC Capital Management LLC | 4,500 | $26.3 萬 | 0.01% | +4,500 | 新進 |
| SRS Capital Advisors, Inc. | 4,584 | $26.8 萬 | 0.04% | −327−6.7% | 減碼 |
| WealthPLAN Partners, LLC | 5,252 | $26.8 萬 | 0.02% | +115+2.2% | 加碼 |
| WealthPlan Investment Management, LLC | 5,252 | $26.8 萬 | 0.02% | +5,252 | 新進 |
| Leonteq Securities AG | 4,595 | $26.9 萬 | 0.01% | +957+26.3% | 加碼 |
| Brown Advisory Securities, LLC | 4,655 | $27.3 萬 | 0.16% | +30+0.6% | 加碼 |
| Overbrook Management Corp | 4,700 | $27.5 萬 | 0.06% | −762−14.0% | 減碼 |
| Aviance Capital Partners, LLC | 4,711 | $27.5 萬 | 0.05% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $27.5 萬 | 0.11% | 00.0% | 不變 |
| RDA Financial Network | 4,728 | $27.6 萬 | 0.12% | −1,317−21.8% | 減碼 |
| First City Capital Management, Inc. | 4,750 | $27.8 萬 | 0.15% | 00.0% | 不變 |
| Veritable, L.P. | 4,770 | $27.9 萬 | 0.00% | −58−1.2% | 減碼 |
| TrinityPoint Wealth, LLC | 4,785 | $28.0 萬 | 0.05% | 00.0% | 不變 |
| Patten Group, Inc. | 4,801 | $28.1 萬 | 0.08% | +10+0.2% | 加碼 |
| 9258 Wealth Management, LLC | 4,814 | $28.1 萬 | 0.07% | +56+1.2% | 加碼 |
| Asset Management Corp | 4,829 | $28.2 萬 | 0.17% | +6+0.1% | 加碼 |
| Laidlaw Wealth Management LLC | 4,830 | $28.2 萬 | 0.05% | +275+6.0% | 加碼 |
| Arkadios Wealth Advisors | 4,883 | $28.6 萬 | 0.04% | +989+25.4% | 加碼 |
| Symmetry Partners, LLC | 4,908 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 4,950 | $28.9 萬 | 0.07% | +4,950 | 新進 |
| Seeyond | 4,977 | $29.1 萬 | 0.03% | −2,778−35.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 4,978 | $29.1 萬 | 0.01% | +178+3.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,982 | $29.1 萬 | 0.08% | +4,982 | 新進 |
| Regency Capital Management Inc. | 5,000 | $29.2 萬 | 0.21% | −1,000−16.7% | 減碼 |
| Operose Advisors LLC | 5,000 | $29.2 萬 | 0.20% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 5,000 | $29.2 萬 | 0.04% | +5,000 | 新進 |
| Stratos Wealth Advisors, LLC | 5,012 | $29.3 萬 | 0.02% | −165−3.2% | 減碼 |