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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 12,880 | $59.8 萬 | 0.08% | +12,880 | 新進 |
| Moody National Bank Trust Division | 12,740 | $59.2 萬 | 0.05% | +25+0.2% | 加碼 |
| Belpointe Asset Management LLC | 12,522 | $58.1 萬 | 0.04% | −4,370−25.9% | 減碼 |
| ProVise Management Group, LLC | 12,479 | $57.9 萬 | 0.06% | 00.0% | 不變 |
| Commerce Bank | 12,465 | $57.9 萬 | 0.00% | −435−3.4% | 減碼 |
| Element Pointe Advisors, LLC | 12,348 | $57.3 萬 | 0.20% | −2,471−16.7% | 減碼 |
| Fort Pitt Capital Group, LLC | 12,304 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 12,300 | $57.1 萬 | 0.08% | +12,300 | 新進 |
| Baird Financial Group, Inc. | 12,182 | $56.5 萬 | 0.00% | +1,165+10.6% | 加碼 |
| National Asset Management, Inc. | 12,139 | $56.3 萬 | 0.02% | +275+2.3% | 加碼 |
| Mission Wealth Management, LP | 12,029 | $55.8 萬 | 0.03% | −60.0% | 減碼 |
| Zhang Financial LLC | 12,025 | $55.8 萬 | 0.07% | +149+1.3% | 加碼 |
| Wetherby Asset Management Inc | 12,012 | $55.8 萬 | 0.04% | +1,115+10.2% | 加碼 |
| Canandaigua National Corp | 12,006 | $55.7 萬 | 0.09% | −1,155−8.8% | 減碼 |
| Snowden Capital Advisors LLC | 11,937 | $55.4 萬 | 0.02% | −1,907−13.8% | 減碼 |
| Boston Private Wealth LLC | 11,931 | $55.4 萬 | 0.01% | +11,931 | 新進 |
| Inceptionr LLC | 11,921 | $55.3 萬 | 0.29% | +11,921 | 新進 |
| Vontobel Holding Ltd. | 12,232 | $55.3 萬 | 0.01% | +556+4.8% | 加碼 |
| MetLife Investment Management | 11,824 | $54.9 萬 | 0.00% | +57+0.5% | 加碼 |
| Blair William & Co | 11,631 | $54.0 萬 | 0.00% | −698−5.7% | 減碼 |
| First Pacific Advisors, LP | 11,600 | $53.8 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 11,445 | $53.1 萬 | 0.00% | +820+7.7% | 加碼 |
| River & Mercantile Asset Management LLP | 11,441 | $53.1 萬 | 0.11% | +11,441 | 新進 |
| Kestra Private Wealth Services, LLC | 11,412 | $53.0 萬 | 0.03% | −2,005−14.9% | 減碼 |
| Davenport & Co LLC | 11,368 | $52.8 萬 | 0.00% | −2,464−17.8% | 減碼 |
| Silvant Capital Management LLC | 11,361 | $52.7 萬 | 0.04% | −105−0.9% | 減碼 |
| Fountainhead AM, LLC | 11,344 | $52.7 萬 | 0.24% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 11,224 | $52.1 萬 | 0.33% | +11,224 | 新進 |
| Capital Analysts, LLC | 11,210 | $52.1 萬 | 0.03% | +10,371+1,236.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $51.6 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 11,093 | $51.5 萬 | 0.01% | +45+0.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 10,994 | $51.0 萬 | 0.01% | +1,224+12.5% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,934 | $50.8 萬 | 0.20% | −198−1.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 10,885 | $50.5 萬 | 0.04% | +1,194+12.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 10,864 | $50.4 萬 | 0.02% | −13−0.1% | 減碼 |
| Principal Street Partners, LLC | 10,792 | $50.1 萬 | 0.13% | −686−6.0% | 減碼 |
| Bank of Nova Scotia | 10,790 | $50.1 萬 | 0.00% | +10,790 | 新進 |
| Bradley Foster & Sargent Inc | 10,721 | $49.8 萬 | 0.01% | −145−1.3% | 減碼 |
| Western Wealth Management, LLC | 10,582 | $49.1 萬 | 0.05% | −11,152−51.3% | 減碼 |
| MAI Capital Management | 10,576 | $49.1 萬 | 0.01% | +962+10.0% | 加碼 |
| First Trust Advisors LP | 10,312 | $47.9 萬 | 0.00% | −244,330−96.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 10,220 | $47.4 萬 | 0.05% | +10,220 | 新進 |
| Spire Wealth Management | 10,158 | $47.2 萬 | 0.03% | −78−0.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $47.0 萬 | 0.06% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,014 | $46.5 萬 | 0.02% | −2,916−22.6% | 減碼 |
| Intact Investment Management Inc. | 10,000 | $46.4 萬 | 0.02% | 00.0% | 不變 |
| Financial Management Network Inc | 9,637 | $46.4 萬 | 0.21% | +1,171+13.8% | 加碼 |
| Virtus Family Office LLC | 9,965 | $46.3 萬 | 1.03% | −1,095−9.9% | 減碼 |
| Krilogy Financial LLC | 9,833 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Phocas Financial Corp. | 9,820 | $45.6 萬 | 0.07% | −150−1.5% | 減碼 |
| Moors & Cabot, Inc. | 9,779 | $45.4 萬 | 0.03% | −328−3.2% | 減碼 |
| Welch & Forbes LLC | 9,764 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 9,700 | $45.0 萬 | 0.55% | 00.0% | 不變 |
| RW Investment Management LLC | 9,700 | $45.0 萬 | 0.18% | +9,700 | 新進 |
| Equitable Holdings, Inc. | 9,670 | $44.9 萬 | 0.01% | −43,882−81.9% | 減碼 |
| Fiduciary Group LLC | 9,558 | $44.4 萬 | 0.06% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 10,017 | $43.6 萬 | 0.01% | −9,132−47.7% | 減碼 |
| Geneos Wealth Management Inc. | 9,372 | $43.5 萬 | 0.03% | 00.0% | 不變 |
| Diversified Trust Co | 9,344 | $43.4 萬 | 0.02% | +167+1.8% | 加碼 |
| Echo Street Capital Management LLC | 9,212 | $42.8 萬 | 0.00% | +9,212 | 新進 |
| Aries Wealth Management | 9,210 | $42.8 萬 | 0.18% | −1,000−9.8% | 減碼 |
| Guinness Asset Management LTD | 9,082 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Rathbone Brothers plc | 9,000 | $41.8 萬 | 0.00% | 00.0% | 不變 |
| E&G Advisors, LP | 9,000 | $41.8 萬 | 0.16% | 00.0% | 不變 |
| PEAK6 Investments LLC | 8,971 | $41.6 萬 | 0.02% | +8,971 | 新進 |
| Parallel Advisors, LLC | 8,949 | $41.5 萬 | 0.02% | +363+4.2% | 加碼 |
| Synovus Financial Corp | 8,933 | $41.5 萬 | 0.00% | +8,933 | 新進 |
| Mutual Advisors, LLC | 8,917 | $41.4 萬 | 0.02% | −49−0.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,910 | $41.4 萬 | 0.13% | +770+9.5% | 加碼 |
| Segment Wealth Management, LLC | 8,850 | $41.1 萬 | 0.05% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 8,850 | $41.1 萬 | 0.05% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 8,824 | $41.0 萬 | 0.06% | −1,108−11.2% | 減碼 |
| Sawgrass Asset Management LLC | 8,736 | $40.6 萬 | 0.06% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 8,508 | $39.5 萬 | 0.24% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 8,420 | $39.1 萬 | 0.05% | +37+0.4% | 加碼 |
| Cutler Group LP | 8,407 | $39.0 萬 | 0.05% | +7,248+625.4% | 加碼 |
| Advisory Services Network, LLC | 8,346 | $38.7 萬 | 0.01% | +59+0.7% | 加碼 |
| Ossiam | 8,329 | $38.7 萬 | 0.01% | +3,769+82.7% | 加碼 |
| Corsair Capital Management, L.P. | 8,202 | $38.1 萬 | 0.14% | −19−0.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,200 | $38.1 萬 | 0.00% | −28,215−77.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,188 | $38.0 萬 | 0.02% | +6,093+290.8% | 加碼 |
| Banque Cantonale Vaudoise | 8,100 | $37.6 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 7,975 | $37.6 萬 | 0.00% | +7,975 | 新進 |
| Firethorn Wealth Partners, LLC | 8,010 | $37.2 萬 | 0.31% | −35−0.4% | 減碼 |
| Coldstream Capital Management Inc | 7,980 | $37.0 萬 | 0.01% | +7,980 | 新進 |
| Arete Wealth Advisors, LLC | 7,890 | $36.6 萬 | 0.03% | −1,813−18.7% | 減碼 |
| Private Advisor Group, LLC | 38,110 | $36.6 萬 | 0.02% | +797+2.1% | 加碼 |
| Sage Rhino Capital LLC | 7,886 | $36.6 萬 | 0.12% | −10.0% | 減碼 |
| Acadian Asset Management LLC | 7,532 | $34.9 萬 | 0.00% | +1,752+30.3% | 加碼 |
| Guggenheim Capital LLC | 7,469 | $34.7 萬 | 0.00% | −3,851−34.0% | 減碼 |
| Visionary Wealth Advisors | 7,454 | $34.6 萬 | 0.03% | +295+4.1% | 加碼 |
| CWM Advisors, LLC | 7,407 | $34.4 萬 | 0.04% | −4,995−40.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,142 | $33.2 萬 | 0.07% | +10.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| Regent Investment Management LLC | 7,000 | $32.5 萬 | 0.09% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 6,900 | $32.0 萬 | 0.02% | +1,000+16.9% | 加碼 |
| Diligent Investors, LLC | 6,893 | $32.0 萬 | 0.10% | −299−4.2% | 減碼 |
| Old National Bancorp | 6,864 | $31.9 萬 | 0.01% | −1,690−19.8% | 減碼 |
| NewEdge Wealth, LLC | 6,849 | $31.8 萬 | 0.01% | −389−5.4% | 減碼 |
| CWM, LLC | 6,777 | $31.5 萬 | 0.00% | −961−12.4% | 減碼 |