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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 5,018 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| State of Wyoming | 5,017 | $29.4 萬 | 0.15% | −184−3.5% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 5,175 | $30.3 萬 | 0.06% | −1,000−16.2% | 減碼 |
| Veriti Management LLC | 5,187 | $30.3 萬 | 0.04% | +31+0.6% | 加碼 |
| Game Plan Financial Advisors, LLC | 5,200 | $30.4 萬 | 0.18% | −125−2.3% | 減碼 |
| Huntington National Bank | 5,243 | $30.7 萬 | 0.00% | −20.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,249 | $30.7 萬 | 0.00% | −10.0% | 減碼 |
| New England Research & Management, Inc. | 5,250 | $30.7 萬 | 0.16% | +5,250 | 新進 |
| Wellington Shields & Co., LLC | 5,300 | $31.0 萬 | 0.10% | 00.0% | 不變 |
| Glenview Trust Co | 5,314 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 5,337 | $31.2 萬 | 0.03% | +923+20.9% | 加碼 |
| Boston Trust Walden Corp | 5,350 | $31.3 萬 | 0.00% | +5,350 | 新進 |
| SG Americas Securities, LLC | 5,380 | $31.5 萬 | 0.00% | −12,847−70.5% | 減碼 |
| PRW Wealth Management LLC | 5,400 | $31.6 萬 | 0.14% | +5,400 | 新進 |
| Harvest Fund Management Co., Ltd | 5,437 | $31.7 萬 | 0.07% | −3,692−40.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,459 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 5,470 | $32.0 萬 | 0.07% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 5,500 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| Good Life Advisors, LLC | 5,567 | $32.6 萬 | 0.04% | −766−12.1% | 減碼 |
| Buckingham Strategic Partners | 5,572 | $32.6 萬 | 0.03% | +1,395+33.4% | 加碼 |
| Kaizen Financial Strategies | 5,579 | $32.6 萬 | 0.26% | +1,910+52.1% | 加碼 |
| AIA Group Ltd | 5,639 | $33.0 萬 | 0.01% | +1,837+48.3% | 加碼 |
| Global Retirement Partners, LLC | 6,615 | $33.1 萬 | 0.03% | +6,615 | 新進 |
| Fortress Wealth Group, LLC | 5,696 | $33.3 萬 | 0.26% | −1,115−16.4% | 減碼 |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Acadian Asset Management LLC | 5,780 | $33.7 萬 | 0.00% | −910−13.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,770 | $33.7 萬 | 0.02% | −470−7.5% | 減碼 |
| Oak Thistle LLC | 5,751 | $33.7 萬 | 0.18% | +5,751 | 新進 |
| American International Group, Inc. | 5,822 | $34.0 萬 | 0.00% | −155−2.6% | 減碼 |
| Cigna Investments Inc | 5,819 | $34.0 萬 | 0.04% | +1,800+44.8% | 加碼 |
| Samalin Investment Counsel, LLC | 5,826 | $34.1 萬 | 0.21% | −744−11.3% | 減碼 |
| Hodges Capital Management Inc. | 5,854 | $34.2 萬 | 0.03% | +9+0.2% | 加碼 |
| Transcend Wealth Collective, LLC | 5,854 | $34.2 萬 | 0.03% | +80+1.4% | 加碼 |
| Steel Peak Wealth Management LLC | 5,873 | $34.3 萬 | 0.02% | −10.0% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $34.3 萬 | 0.05% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 5,865 | $34.3 萬 | 0.13% | 00.0% | 不變 |
| Ascent Group, LLC | 5,936 | $34.7 萬 | 0.04% | +1,715+40.6% | 加碼 |
| Telemus Capital, LLC | 5,955 | $34.8 萬 | 0.03% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 5,966 | $34.9 萬 | 0.10% | +925+18.3% | 加碼 |
| Central Trust Co | 5,982 | $35.0 萬 | 0.01% | −7,320−55.0% | 減碼 |
| Lazard Asset Management LLC | 6,000 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Northeast Investment Management | 6,000 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Family Management Corp | 6,003 | $35.1 萬 | 0.10% | 00.0% | 不變 |
| Simplex Trading, LLC | 6,027 | $35.2 萬 | 0.01% | +5,149+586.4% | 加碼 |
| Ieq Capital, LLC | 6,017 | $35.2 萬 | 0.01% | +6,017 | 新進 |
| Gateway Advisory, LLC | 6,090 | $35.6 萬 | 0.10% | +166+2.8% | 加碼 |
| Lansing Street Advisors | 6,200 | $35.8 萬 | 0.23% | +6,200 | 新進 |
| Siemens Fonds Invest GmbH | 6,172 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| First Pacific Advisors, LP | 6,174 | $36.1 萬 | 0.00% | 00.0% | 不變 |
| Balentine LLC | 6,226 | $36.4 萬 | 0.01% | +2,813+82.4% | 加碼 |
| Clearwater Capital Advisors, LLC | 6,290 | $36.8 萬 | 0.04% | +1,010+19.1% | 加碼 |
| Xponance, Inc. | 6,334 | $37.0 萬 | 0.01% | +359+6.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 6,580 | $38.5 萬 | 0.05% | +6,580 | 新進 |
| Seven Eight Capital, LP | 6,633 | $38.8 萬 | 0.05% | +6,633 | 新進 |
| Tokio Marine Asset Management Co Ltd | 6,738 | $39.4 萬 | 0.03% | +730+12.2% | 加碼 |
| Virtu Financial LLC | 6,802 | $39.8 萬 | 0.03% | −8,443−55.4% | 減碼 |
| Cordasco Financial Network | 6,872 | $40.2 萬 | 0.26% | +14+0.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 6,986 | $40.8 萬 | 0.09% | +28+0.4% | 加碼 |
| Regent Investment Management LLC | 7,000 | $40.9 萬 | 0.09% | 00.0% | 不變 |
| Visionary Wealth Advisors | 7,004 | $41.0 萬 | 0.03% | −20−0.3% | 減碼 |
| Coldstream Capital Management Inc | 7,028 | $41.1 萬 | 0.01% | +153+2.2% | 加碼 |
| Integrated Investment Consultants, LLC | 7,083 | $41.4 萬 | 0.12% | −777−9.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $41.4 萬 | 0.02% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 7,137 | $41.7 萬 | 0.08% | −199−2.7% | 減碼 |
| Diligent Investors, LLC | 7,217 | $42.2 萬 | 0.12% | +10.0% | 加碼 |
| Brighton Jones LLC | 7,237 | $42.3 萬 | 0.02% | +578+8.7% | 加碼 |
| Sawtooth Solutions, LLC | 7,345 | $42.9 萬 | 0.05% | −6,129−45.5% | 減碼 |
| Two Sigma Securities, LLC | 7,331 | $42.9 萬 | 0.06% | +7,331 | 新進 |
| Henshaw Capital LLC | 7,572 | $44.3 萬 | 0.03% | +4,007+112.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 7,737 | $45.2 萬 | 0.03% | +2,923+60.7% | 加碼 |
| Mutual Advisors, LLC | 7,788 | $45.5 萬 | 0.03% | −665−7.9% | 減碼 |
| Paradigm Financial Partners, LLC | 8,076 | $45.5 萬 | 0.10% | +8,076 | 新進 |
| Masso Torrence Wealth Management Inc. | 7,795 | $45.6 萬 | 0.37% | +10.0% | 加碼 |
| Marks Group Wealth Management, Inc | 7,855 | $45.9 萬 | 0.06% | +382+5.1% | 加碼 |
| Sage Rhino Capital LLC | 7,895 | $46.2 萬 | 0.14% | −2,609−24.8% | 減碼 |
| AE Wealth Management LLC | 7,900 | $46.2 萬 | 0.00% | +1,556+24.5% | 加碼 |
| Fiduciary Group LLC | 9,400 | $47.1 萬 | 0.06% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 8,100 | $47.4 萬 | 0.02% | −10,700−56.9% | 減碼 |
| Firethorn Wealth Partners, LLC | 8,216 | $48.0 萬 | 0.36% | +18+0.2% | 加碼 |
| Yousif Capital Management, LLC | 8,230 | $48.1 萬 | 0.01% | −630−7.1% | 減碼 |
| Corsair Capital Management, L.P. | 8,221 | $48.1 萬 | 0.12% | −305−3.6% | 減碼 |
| Dakota Wealth Management | 8,491 | $49.6 萬 | 0.04% | −1,459−14.7% | 減碼 |
| American Portfolios Advisors | 8,615 | $50.4 萬 | 0.02% | −15−0.2% | 減碼 |
| Parallel Advisors, LLC | 8,620 | $51.1 萬 | 0.02% | +8,242+2,180.4% | 加碼 |
| Pearl River Capital, LLC | 8,739 | $51.1 萬 | 0.14% | +8,739 | 新進 |
| Segment Wealth Management, LLC | 8,850 | $51.7 萬 | 0.05% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 8,850 | $51.7 萬 | 0.05% | 00.0% | 不變 |
| IBM Retirement Fund | 8,871 | $51.9 萬 | 0.07% | −400−4.3% | 減碼 |
| Sawgrass Asset Management LLC | 8,913 | $52.1 萬 | 0.05% | +8,913 | 新進 |
| Rathbone Brothers plc | 9,000 | $52.6 萬 | 0.01% | −3,275−26.7% | 減碼 |
| E&G Advisors, LP | 9,000 | $52.6 萬 | 0.14% | 00.0% | 不變 |
| CenterBook Partners LP | 9,073 | $53.0 萬 | 0.19% | +4,829+113.8% | 加碼 |
| JustInvest LLC | 9,112 | $53.3 萬 | 0.03% | −7,425−44.9% | 減碼 |
| Diversified Trust Co | 9,258 | $54.1 萬 | 0.02% | +300+3.3% | 加碼 |
| Smith Shellnut Wilson LLC | 9,328 | $54.5 萬 | 0.29% | 00.0% | 不變 |
| People's United Financial, Inc. | 9,386 | $54.9 萬 | 0.02% | −1,361−12.7% | 減碼 |
| MAI Capital Management | 9,387 | $54.9 萬 | 0.01% | −20−0.2% | 減碼 |
| Yorktown Management & Research Co Inc | 9,700 | $56.7 萬 | 0.48% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 9,734 | $56.9 萬 | 0.09% | +342+3.6% | 加碼 |