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。
2023 年第 1 季 13F 持有人
KKR & Co. Inc. 在 2023/3/31 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
- 742
- 較 2022 年第 4 季 +25 家
- 持有股數
- 4.80 億
- 較 2022 年第 4 季 +490.8 萬 (+1.0%)
- 總市值
- $251.5 億
- 較 2022 年第 4 季 +$31.1 億 (+14.1%)
- 新進機構
- 90
- 另有 230 家加碼
- 清倉機構
- 65
- 另有 273 家減碼
另有 13 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allworth Financial LP | 1,057 | $5.55 萬 | 0.00% | +524+98.3% | 加碼 |
| Parkside Financial Bank & Trust | 1,090 | $5.73 萬 | 0.02% | +30+2.8% | 加碼 |
| Perkins Coie Trust Co | 1,094 | $5.75 萬 | 0.02% | −100−8.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,100 | $5.78 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,241 | $6.52 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,358 | $7.13 萬 | 0.00% | +808+146.9% | 加碼 |
| HHM Wealth Advisors, LLC | 1,400 | $7.35 萬 | 0.02% | +1,400 | 新進 |
| Paradigm Asset Management Co LLC | 1,454 | $7.64 萬 | 0.02% | −50−3.3% | 減碼 |
| Arlington Partners LLC | 1,564 | $8.21 萬 | 0.01% | +1,034+195.1% | 加碼 |
| Hoey Investments, Inc | 1,569 | $8.24 萬 | 0.03% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,594 | $8.37 萬 | 0.01% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 1,613 | $8.50 萬 | 0.06% | +4+0.2% | 加碼 |
| Arrow Financial Corp | 1,670 | $8.77 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,745 | $9.16 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,746 | $9.17 萬 | 0.00% | +19+1.1% | 加碼 |
| Atlas Capital Advisors LLC | 1,750 | $9.19 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 1,836 | $9.70 萬 | 0.01% | −90−4.7% | 減碼 |
| SRS Capital Advisors, Inc. | 1,879 | $9.87 萬 | 0.01% | −1,280−40.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,896 | $9.96 萬 | 0.02% | +1,896 | 新進 |
| Alta Advisers Ltd | 1,900 | $9.98 萬 | 0.06% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 1,924 | $10.1 萬 | 0.06% | +1,924 | 新進 |
| Concord Wealth Partners | 1,928 | $10.1 萬 | 0.03% | −150−7.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,000 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Granite FO LLC | 2,000 | $10.6 萬 | 0.07% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 2,082 | $10.9 萬 | 0.01% | +28+1.4% | 加碼 |
| MBM Wealth Consultants, LLC | 2,165 | $11.4 萬 | 0.05% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 2,300 | $12.1 萬 | 0.02% | +2,000+666.7% | 加碼 |
| Crewe Advisors LLC | 2,343 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 2,472 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 2,550 | $13.4 萬 | 0.03% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 2,620 | $13.8 萬 | 0.00% | −35,300−93.1% | 減碼 |
| Sunbelt Securities, Inc. | 2,718 | $14.0 萬 | 0.02% | +2,718 | 新進 |
| Montag A & Associates Inc | 2,666 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,672 | $14.0 萬 | 0.04% | −85−3.1% | 減碼 |
| Rosenberg Matthew Hamilton | 2,755 | $14.5 萬 | 0.05% | −309−10.1% | 減碼 |
| Wellington Shields & Co., LLC | 3,000 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| Fortis Advisors, LLC | 3,000 | $15.8 萬 | 0.10% | 00.0% | 不變 |
| Bessemer Group Inc | 3,000 | $15.8 萬 | 0.00% | −42−1.4% | 減碼 |
| Edge Capital Group, LLC | 3,041 | $16.0 萬 | 0.01% | +3,041 | 新進 |
| Tradition Wealth Management, LLC | 3,119 | $16.4 萬 | 0.02% | +200+6.9% | 加碼 |
| Western Pacific Wealth Management, LP | 3,201 | $16.8 萬 | 0.13% | 00.0% | 不變 |
| Ostrum Asset Management | 3,253 | $17.1 萬 | 0.01% | +3,253 | 新進 |
| Newbridge Financial Services Group, Inc. | 3,329 | $17.5 萬 | 0.09% | +3+0.1% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,338 | $17.5 萬 | 0.09% | +9+0.3% | 加碼 |
| Signaturefd, LLC | 3,433 | $18.0 萬 | 0.00% | +32+0.9% | 加碼 |
| Power Corp of Canada | 3,680 | $18.4 萬 | 0.02% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 3,555 | $18.7 萬 | 0.05% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 3,615 | $19.0 萬 | 0.00% | −971−21.2% | 減碼 |
| Bokf, NA | 3,626 | $19.0 萬 | 0.00% | −17,533−82.9% | 減碼 |
| Resurgent Financial Advisors LLC | 3,728 | $19.6 萬 | 0.13% | −250−6.3% | 減碼 |
| Lido Advisors, LLC | 3,815 | $20.0 萬 | 0.00% | +3,815 | 新進 |
| We Are One Seven, LLC | 3,823 | $20.1 萬 | 0.01% | +3,823 | 新進 |
| Financial Architects, Inc | 3,879 | $20.4 萬 | 0.03% | +3,879 | 新進 |
| Masso Torrence Wealth Management Inc. | 3,908 | $20.5 萬 | 0.16% | +3,908 | 新進 |
| Operose Advisors LLC | 3,925 | $20.6 萬 | 0.10% | 00.0% | 不變 |
| Balentine LLC | 3,949 | $20.7 萬 | 0.01% | +3,949 | 新進 |
| Fidelis Capital Partners, LLC | 4,055 | $20.9 萬 | 0.09% | +4,055 | 新進 |
| Nicola Wealth Management Ltd. | 4,000 | $21.0 萬 | 0.02% | +4,000 | 新進 |
| Hudson Value Partners, LLC | 4,015 | $21.1 萬 | 0.12% | +4,015 | 新進 |
| Laidlaw Wealth Management LLC | 4,020 | $21.1 萬 | 0.04% | +4,020 | 新進 |
| Kavar Capital Partners Group, LLC | 4,022 | $21.1 萬 | 0.05% | −474−10.5% | 減碼 |
| Kovack Advisors, Inc. | 4,028 | $21.2 萬 | 0.03% | +4,028 | 新進 |
| Golden State Equity Partners | 4,074 | $21.4 萬 | 0.12% | +4,074 | 新進 |
| MONECO Advisors, LLC | 4,111 | $21.6 萬 | 0.06% | +4,111 | 新進 |
| Asset Management Corp | 4,150 | $21.8 萬 | 0.17% | +4,150 | 新進 |
| Watershed Private Wealth LLC | 4,157 | $21.8 萬 | 0.15% | +4,157 | 新進 |
| Machina Capital S.A.S. | 4,212 | $22.1 萬 | 0.19% | +4,212 | 新進 |
| Venture Visionary Partners LLC | 4,236 | $22.2 萬 | 0.01% | −125−2.9% | 減碼 |
| Leonteq Securities AG | 4,238 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,267 | $22.4 萬 | 0.07% | +4,151+3,578.4% | 加碼 |
| RDA Financial Network | 4,290 | $22.5 萬 | 0.10% | −225−5.0% | 減碼 |
| Sigma Planning Corp | 4,292 | $22.5 萬 | 0.01% | +4,292 | 新進 |
| GWM Advisors LLC | 4,363 | $22.9 萬 | 0.00% | −3,320−43.2% | 減碼 |
| Ethic Inc. | 4,411 | $23.2 萬 | 0.01% | +4,411 | 新進 |
| Bank of Nova Scotia | 4,421 | $23.2 萬 | 0.00% | −6,369−59.0% | 減碼 |
| Compton Capital Management Inc | 4,450 | $23.4 萬 | 0.50% | −13,050−74.6% | 減碼 |
| Gateway Advisory, LLC | 4,500 | $23.6 萬 | 0.05% | −1,424−24.0% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $23.6 萬 | 0.05% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,611 | $23.7 萬 | 0.01% | −1,731−27.3% | 減碼 |
| Arkadios Wealth Advisors | 4,533 | $23.8 萬 | 0.03% | −246−5.1% | 減碼 |
| Prospera Financial Services Inc | 4,535 | $23.8 萬 | 0.01% | +10.0% | 加碼 |
| Nisa Investment Advisors, LLC | 4,615 | $24.2 萬 | 0.00% | −35−0.8% | 減碼 |
| Ssi Investment Management LLC | 4,622 | $24.3 萬 | 0.02% | −1,290−21.8% | 減碼 |
| Phocas Financial Corp. | 4,625 | $24.3 萬 | 0.03% | −5,195−52.9% | 減碼 |
| Acadian Asset Management LLC | 4,648 | $24.4 萬 | 0.00% | −2,884−38.3% | 減碼 |
| Fusion Capital, LLC | 4,664 | $24.5 萬 | 0.14% | +4,664 | 新進 |
| Register Financial Advisors LLC | 4,679 | $24.6 萬 | 0.19% | −271−5.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $24.7 萬 | 0.12% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 4,782 | $25.1 萬 | 0.05% | −482−9.2% | 減碼 |
| TrinityPoint Wealth, LLC | 4,790 | $25.2 萬 | 0.05% | −30−0.6% | 減碼 |
| First City Capital Management, Inc. | 4,750 | $25.2 萬 | 0.15% | −4−0.1% | 減碼 |
| Duncker Streett & Co Inc | 4,800 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $25.3 萬 | 0.20% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $25.4 萬 | 0.03% | −260−5.1% | 減碼 |
| BancorpSouth Bank | 4,861 | $25.5 萬 | 0.02% | +41+0.9% | 加碼 |
| Sweeney & Michel, LLC | 4,685 | $25.5 萬 | 0.14% | +4,685 | 新進 |
| Hodges Capital Management Inc. | 5,150 | $25.7 萬 | 0.02% | −234−4.3% | 減碼 |
| Symmetry Partners, LLC | 4,908 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,914 | $25.8 萬 | 0.05% | −21−0.4% | 減碼 |