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 4 季 13F 持有人
KKR & Co. Inc. 在 2022/12/31 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
- 730
- 較 2022 年第 3 季 +33 家
- 持有股數
- 4.75 億
- 較 2022 年第 3 季 +550.6 萬 (+1.2%)
- 總市值
- $220.6 億
- 較 2022 年第 3 季 +$18.6 億 (+9.2%)
- 新進機構
- 100
- 另有 236 家加碼
- 清倉機構
- 67
- 另有 259 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TSFG, LLC | 974 | $4.50 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 980 | $4.55 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 1,000 | $4.64 萬 | 0.00% | 00.0% | 不變 |
| Motco | 1,000 | $4.64 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,001 | $4.65 萬 | 0.01% | +1,001 | 新進 |
| Accurate Wealth Management, LLC | 928 | $4.65 萬 | 0.02% | +928 | 新進 |
| Affiance Financial, LLC | 1,003 | $4.66 萬 | 0.02% | +1,003 | 新進 |
| Parkside Financial Bank & Trust | 1,060 | $4.92 萬 | 0.01% | +594+127.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,100 | $5.11 萬 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 1,194 | $5.54 萬 | 0.02% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,241 | $5.76 萬 | 0.01% | +590+90.6% | 加碼 |
| AM Squared Ltd | 1,300 | $6.03 萬 | 0.04% | +1,300 | 新進 |
| Hollencrest Capital Management | 1,360 | $6.31 萬 | 0.01% | +1,360 | 新進 |
| Zions Bancorporation, N.A. | 1,494 | $6.94 萬 | 0.01% | +1,494 | 新進 |
| Paradigm Asset Management Co LLC | 1,504 | $6.98 萬 | 0.02% | −14,500−90.6% | 減碼 |
| Hoey Investments, Inc | 1,569 | $7.28 萬 | 0.03% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,594 | $7.40 萬 | 0.01% | +1,594 | 新進 |
| Tower View Investment Management & Research LLC | 1,609 | $7.50 萬 | 0.05% | +4+0.2% | 加碼 |
| Arrow Financial Corp | 1,670 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,727 | $8.02 萬 | 0.00% | −1,020−37.1% | 減碼 |
| Bogart Wealth, LLC | 1,745 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,750 | $8.12 萬 | 0.01% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,900 | $8.80 萬 | 0.05% | 00.0% | 不變 |
| Smithfield Trust Co | 1,926 | $9.00 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $9.10 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,000 | $9.28 萬 | 0.01% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 2,054 | $9.53 萬 | 0.01% | +2,054 | 新進 |
| Concord Wealth Partners | 2,078 | $9.65 萬 | 0.03% | +2,078 | 新進 |
| MBM Wealth Consultants, LLC | 2,165 | $10.1 萬 | 0.05% | +480+28.5% | 加碼 |
| Granite FO LLC | 2,000 | $10.4 萬 | 0.08% | +2,000 | 新進 |
| Crewe Advisors LLC | 2,343 | $10.9 萬 | 0.02% | −66−2.7% | 減碼 |
| Whittier Trust Co | 2,472 | $11.5 萬 | 0.00% | −1,118−31.1% | 減碼 |
| TFC Financial Management | 2,550 | $11.8 萬 | 0.03% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,666 | $12.4 萬 | 0.01% | −1,525−36.4% | 減碼 |
| Hexagon Capital Partners LLC | 2,757 | $12.8 萬 | 0.04% | +167+6.4% | 加碼 |
| Tradition Wealth Management, LLC | 2,919 | $13.5 萬 | 0.02% | +2,231+324.3% | 加碼 |
| Wellington Shields & Co., LLC | 3,000 | $13.9 萬 | 0.03% | 00.0% | 不變 |
| Fortis Advisors, LLC | 3,000 | $13.9 萬 | 0.11% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 3,027 | $14.0 萬 | 0.01% | +3,027 | 新進 |
| Bessemer Group Inc | 3,042 | $14.1 萬 | 0.00% | +698+29.8% | 加碼 |
| Rosenberg Matthew Hamilton | 3,064 | $14.2 萬 | 0.05% | 00.0% | 不變 |
| GWM Advisors LLC | 7,683 | $14.4 萬 | 0.00% | −11,143−59.2% | 減碼 |
| SRS Capital Advisors, Inc. | 3,159 | $14.7 萬 | 0.02% | −1,116−26.1% | 減碼 |
| Western Pacific Wealth Management, LP | 3,201 | $14.9 萬 | 0.12% | +970+43.5% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,326 | $15.4 萬 | 0.09% | +3+0.1% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,329 | $15.5 萬 | 0.09% | +10+0.3% | 加碼 |
| Signaturefd, LLC | 3,401 | $15.8 萬 | 0.00% | +2,331+217.9% | 加碼 |
| Citizens National Bank Trust Department | 3,555 | $16.5 萬 | 0.05% | 00.0% | 不變 |
| Power Corp of Canada | 3,680 | $17.1 萬 | 0.03% | 00.0% | 不變 |
| Operose Advisors LLC | 3,925 | $18.2 萬 | 0.10% | −1,075−21.5% | 減碼 |
| Walleye Trading LLC | 3,943 | $18.3 萬 | 0.00% | +3,943 | 新進 |
| Resurgent Financial Advisors LLC | 3,978 | $18.5 萬 | 0.10% | +3,978 | 新進 |
| Leonteq Securities AG | 4,238 | $19.7 萬 | 0.01% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 4,241 | $19.8 萬 | 0.01% | +345+8.9% | 加碼 |
| Venture Visionary Partners LLC | 4,361 | $20.2 萬 | 0.01% | +4,361 | 新進 |
| Huntington National Bank | 4,415 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 4,496 | $20.9 萬 | 0.05% | +4,496 | 新進 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $20.9 萬 | 0.05% | +4,500 | 新進 |
| RDA Financial Network | 4,515 | $21.0 萬 | 0.11% | +4,515 | 新進 |
| Forum Financial Management, LP | 4,519 | $21.0 萬 | 0.01% | +4,519 | 新進 |
| Prospera Financial Services Inc | 4,534 | $21.0 萬 | 0.01% | +4,534 | 新進 |
| Compagnie Lombard Odier SCmA | 4,586 | $21.3 萬 | 0.01% | +971+26.9% | 加碼 |
| Wealthfront Advisers LLC | 4,604 | $21.4 萬 | 0.00% | +4,604 | 新進 |
| Seeyond | 4,617 | $21.4 萬 | 0.02% | −11−0.2% | 減碼 |
| Nisa Investment Advisors, LLC | 4,650 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $21.8 萬 | 0.10% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 4,712 | $21.9 萬 | 0.05% | 00.0% | 不變 |
| First City Capital Management, Inc. | 4,754 | $22.1 萬 | 0.13% | +4+0.1% | 加碼 |
| First Bank & Trust | 4,761 | $22.1 萬 | 0.06% | +4,761 | 新進 |
| Arkadios Wealth Advisors | 4,779 | $22.2 萬 | 0.03% | +3+0.1% | 加碼 |
| Ieq Capital, LLC | 4,798 | $22.3 萬 | 0.01% | −1,301−21.3% | 減碼 |
| Duncker Streett & Co Inc | 4,800 | $22.3 萬 | 0.05% | −375−7.2% | 減碼 |
| Eschler Asset Management LLP | 4,815 | $22.4 萬 | 0.42% | 00.0% | 不變 |
| HB Wealth Management, LLC | 4,815 | $22.4 萬 | 0.00% | +4,815 | 新進 |
| TrinityPoint Wealth, LLC | 4,820 | $22.4 萬 | 0.05% | +30+0.6% | 加碼 |
| BancorpSouth Bank | 4,820 | $22.4 萬 | 0.02% | −1,379−22.2% | 減碼 |
| Buckingham Strategic Partners | 4,865 | $22.6 萬 | 0.02% | +4,865 | 新進 |
| Symmetry Partners, LLC | 4,908 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 6,981 | $22.8 萬 | 0.00% | +6,981 | 新進 |
| 9258 Wealth Management, LLC | 4,935 | $22.9 萬 | 0.05% | −8−0.2% | 減碼 |
| Register Financial Advisors LLC | 4,950 | $23.0 萬 | 0.15% | +4,950 | 新進 |
| JustInvest LLC | 4,974 | $23.1 萬 | 0.01% | −1,233−19.9% | 減碼 |
| Capital Planning Advisors, LLC | 4,983 | $23.1 萬 | 0.05% | −487−8.9% | 減碼 |
| Valeo Financial Advisors, LLC | 5,037 | $23.4 萬 | 0.01% | +5,037 | 新進 |
| Horizon Kinetics Asset Management LLC | 5,058 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 5,100 | $23.7 萬 | 0.03% | −400−7.3% | 減碼 |
| KCM Investment Advisors LLC | 5,114 | $23.7 萬 | 0.01% | +14+0.3% | 加碼 |
| Exos TFP Holdings LLC | 5,157 | $23.9 萬 | 0.07% | −1,874−26.7% | 減碼 |
| Mirabella Financial Services LLP | 5,264 | $24.4 萬 | 0.02% | +5,264 | 新進 |
| Veriti Management LLC | 5,283 | $24.5 萬 | 0.03% | +9+0.2% | 加碼 |
| PRW Wealth Management LLC | 5,300 | $24.6 萬 | 0.11% | −112−2.1% | 減碼 |
| Comerica Bank | 4,609 | $24.7 萬 | 0.00% | +4,609 | 新進 |
| Hodges Capital Management Inc. | 5,384 | $25.0 萬 | 0.02% | +11+0.2% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,400 | $25.1 萬 | 0.59% | +5,400 | 新進 |
| First Horizon Advisors, Inc. | 5,402 | $25.1 萬 | 0.01% | +225+4.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 5,430 | $25.2 萬 | 0.00% | −39,625−87.9% | 減碼 |
| Steel Peak Wealth Management LLC | 5,450 | $25.3 萬 | 0.02% | +5+0.1% | 加碼 |
| American Trust | 5,484 | $25.5 萬 | 0.02% | +75+1.4% | 加碼 |
| Driehaus Capital Management LLC | 5,492 | $25.5 萬 | 0.00% | +198+3.7% | 加碼 |
| SageView Advisory Group, LLC | 5,509 | $25.6 萬 | 0.02% | +5,509 | 新進 |