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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 10,176 | $53.4 萬 | 0.00% | −630,007−98.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 10,220 | $53.7 萬 | 0.05% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,344 | $54.3 萬 | 0.01% | +674+7.0% | 加碼 |
| Principal Street Partners, LLC | 10,407 | $54.7 萬 | 0.14% | −385−3.6% | 減碼 |
| Exos TFP Holdings LLC | 10,500 | $55.1 萬 | 0.14% | +5,343+103.6% | 加碼 |
| Western Wealth Management, LLC | 10,582 | $55.6 萬 | 0.05% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 10,595 | $55.6 萬 | 0.02% | −269−2.5% | 減碼 |
| MAI Capital Management | 10,671 | $56.0 萬 | 0.01% | +95+0.9% | 加碼 |
| Bradley Foster & Sargent Inc | 10,721 | $56.3 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 10,729 | $56.3 萬 | 0.04% | +950+9.7% | 加碼 |
| Fountainhead AM, LLC | 10,844 | $57.0 萬 | 0.22% | −500−4.4% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,936 | $57.4 萬 | 0.21% | +20.0% | 加碼 |
| Catalyst Capital Advisors LLC | 11,000 | $57.8 萬 | 0.02% | +11,000 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $58.4 萬 | 0.06% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 11,227 | $59.0 萬 | 0.35% | +30.0% | 加碼 |
| Zhang Financial LLC | 11,318 | $59.4 萬 | 0.07% | −707−5.9% | 減碼 |
| Spire Wealth Management | 11,348 | $59.6 萬 | 0.02% | +1,190+11.7% | 加碼 |
| Silvant Capital Management LLC | 11,361 | $59.7 萬 | 0.04% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 11,376 | $59.7 萬 | 0.03% | +1,362+13.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 11,429 | $60.0 萬 | 0.02% | +17+0.1% | 加碼 |
| First Pacific Advisors, LP | 11,600 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 11,775 | $61.8 萬 | 0.00% | +144+1.2% | 加碼 |
| MetLife Investment Management | 11,849 | $62.2 萬 | 0.00% | +25+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 11,858 | $62.3 萬 | 0.01% | +765+6.9% | 加碼 |
| Wetherby Asset Management Inc | 11,966 | $62.8 萬 | 0.04% | −46−0.4% | 減碼 |
| James J. Burns & Company, LLC | 12,013 | $63.1 萬 | 0.16% | +12,013 | 新進 |
| Mission Wealth Management, LP | 12,094 | $63.5 萬 | 0.03% | +65+0.5% | 加碼 |
| Ensign Peak Advisors, Inc | 12,100 | $63.5 萬 | 0.00% | −213,360−94.6% | 減碼 |
| National Asset Management, Inc. | 12,179 | $64.0 萬 | 0.02% | +40+0.3% | 加碼 |
| CWA Asset Management Group, LLC | 12,196 | $64.1 萬 | 0.05% | −1,487−10.9% | 減碼 |
| Van Eck Associates Corp | 12,198 | $64.1 萬 | 0.00% | −4,073−25.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 12,283 | $64.5 萬 | 0.11% | +12,283 | 新進 |
| Fort Pitt Capital Group, LLC | 12,289 | $64.5 萬 | 0.02% | −15−0.1% | 減碼 |
| Advisor Resource Council | 12,558 | $64.7 萬 | 0.16% | +12,558 | 新進 |
| Element Pointe Advisors, LLC | 12,348 | $64.9 萬 | 0.22% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 12,386 | $65.1 萬 | 0.01% | +1,392+12.7% | 加碼 |
| Vontobel Holding Ltd. | 12,450 | $65.4 萬 | 0.01% | +218+1.8% | 加碼 |
| ProVise Management Group, LLC | 12,479 | $65.5 萬 | 0.06% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,598 | $65.8 萬 | 0.01% | +12,598 | 新進 |
| Tokio Marine Asset Management Co Ltd | 12,629 | $66.3 萬 | 0.05% | +1,744+16.0% | 加碼 |
| Moody National Bank Trust Division | 12,740 | $66.9 萬 | 0.06% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 12,745 | $66.9 萬 | 0.05% | −186−1.4% | 減碼 |
| Jane Street Group, LLC | 12,787 | $67.2 萬 | 0.00% | −15,321−54.5% | 減碼 |
| Guardian Investment Management | 13,750 | $67.2 萬 | 0.52% | +250+1.9% | 加碼 |
| Commerce Bank | 12,801 | $67.2 萬 | 0.01% | +336+2.7% | 加碼 |
| Snowden Capital Advisors LLC | 13,100 | $68.8 萬 | 0.03% | +1,163+9.7% | 加碼 |
| CFM Wealth Partners LLC | 13,253 | $69.6 萬 | 0.19% | −948−6.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 13,263 | $69.7 萬 | 0.20% | +13,263 | 新進 |
| Kraematon Investment Advisors, Inc | 13,611 | $71.5 萬 | 0.83% | −686−4.8% | 減碼 |
| Ossiam | 13,738 | $72.2 萬 | 0.01% | +5,409+64.9% | 加碼 |
| AE Wealth Management LLC | 13,769 | $72.3 萬 | 0.00% | +2,324+20.3% | 加碼 |
| Chemistry Wealth Management LLC | 13,877 | $72.9 萬 | 0.25% | −170−1.2% | 減碼 |
| Gilbert & Cook, Inc. | 13,935 | $73.2 萬 | 0.13% | +512+3.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,977 | $73.4 萬 | 0.05% | +61+0.4% | 加碼 |
| Cetera Investment Advisers | 13,984 | $73.4 萬 | 0.01% | −2,000−12.5% | 減碼 |
| First National Bank Sioux Falls | 14,027 | $73.7 萬 | 0.51% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 14,153 | $74.3 萬 | 0.01% | 00.0% | 不變 |
| Basso Capital Management, L.P. | 14,200 | $74.6 萬 | 0.72% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 14,221 | $74.7 萬 | 0.00% | +14,221 | 新進 |
| Mercer Global Advisors Inc | 14,283 | $75.0 萬 | 0.00% | −3,489−19.6% | 減碼 |
| State of Alaska, Department of Revenue | 14,412 | $75.6 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 14,593 | $76.6 萬 | 0.05% | +8,969+159.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 14,626 | $76.8 萬 | 0.29% | 00.0% | 不變 |
| Boston Private Wealth LLC | 14,684 | $77.1 萬 | 0.01% | +2,753+23.1% | 加碼 |
| Keybank National Association | 14,715 | $77.3 萬 | 0.00% | −386−2.6% | 減碼 |
| Squarepoint Ops LLC | 14,856 | $78.0 萬 | 0.01% | −61,447−80.5% | 減碼 |
| Boulder Hill Capital Management LP | 15,000 | $78.8 萬 | 0.63% | +15,000 | 新進 |
| Toroso Investments, LLC | 15,358 | $80.7 萬 | 0.03% | +956+6.6% | 加碼 |
| Lansing Street Advisors | 15,438 | $81.1 萬 | 0.51% | +42+0.3% | 加碼 |
| Curated Wealth Partners LLC | 15,453 | $81.2 萬 | 0.18% | −1,065−6.4% | 減碼 |
| Independent Advisor Alliance | 15,530 | $81.6 萬 | 0.04% | +216+1.4% | 加碼 |
| River & Mercantile Asset Management LLP | 15,661 | $82.2 萬 | 0.17% | +4,220+36.9% | 加碼 |
| Epoch Investment Partners, Inc. | 15,869 | $83.3 萬 | 0.00% | −1,062,051−98.5% | 減碼 |
| Essex Financial Services, Inc. | 15,998 | $84.0 萬 | 0.09% | −122−0.8% | 減碼 |
| Raymond James Trust N.A. | 16,363 | $85.9 萬 | 0.03% | −916−5.3% | 減碼 |
| IHT Wealth Management, LLC | 16,605 | $87.2 萬 | 0.05% | 00.0% | 不變 |
| Heron Bay Capital Management | 16,612 | $87.2 萬 | 0.34% | +2,645+18.9% | 加碼 |
| Belpointe Asset Management LLC | 16,778 | $88.1 萬 | 0.05% | +4,256+34.0% | 加碼 |
| Level Four Advisory Services, LLC | 16,784 | $88.2 萬 | 0.06% | −7,015−29.5% | 減碼 |
| Baird Financial Group, Inc. | 16,937 | $89.0 萬 | 0.00% | +4,755+39.0% | 加碼 |
| TownSquare Capital, LLC | 17,061 | $89.6 萬 | 0.02% | −1,621−8.7% | 減碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $89.7 萬 | 0.88% | −9,975−36.3% | 減碼 |
| Franklin Street Advisors Inc | 17,375 | $91.3 萬 | 0.08% | 00.0% | 不變 |
| Next Capital Management LLC | 17,483 | $91.8 萬 | 0.44% | 00.0% | 不變 |
| Roundview Capital LLC | 17,837 | $93.7 萬 | 0.10% | −61−0.3% | 減碼 |
| Professional Financial Advisors, LLC | 16,117 | $94.2 萬 | 0.56% | +16,117 | 新進 |
| Ar Asset Management Inc | 18,000 | $94.5 萬 | 0.25% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 18,050 | $94.8 萬 | 0.02% | −1,257−6.5% | 減碼 |
| Southeast Asset Advisors Inc. | 18,201 | $95.6 萬 | 0.14% | +1,034+6.0% | 加碼 |
| CIBC World Markets Inc. | 18,662 | $98.0 萬 | 0.00% | −4,615−19.8% | 減碼 |
| Seven Post Investment Office LP | 18,700 | $98.2 萬 | 0.35% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 19,160 | $98.4 萬 | 0.08% | +19,160 | 新進 |
| Gsa Capital Partners LLP | 18,749 | $98.5 萬 | 0.10% | +12,230+187.6% | 加碼 |
| Baader Bank INC | 18,879 | $99.2 萬 | 0.07% | +18,879 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,166 | $100.7 萬 | 0.03% | −6,675−25.8% | 減碼 |
| MML Investors Services, LLC | 19,634 | $103.1 萬 | 0.01% | −7,340−27.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 19,986 | $105.0 萬 | 0.02% | +19,986 | 新進 |
| Prudential PLC | 20,221 | $106.2 萬 | 0.01% | −2,623−11.5% | 減碼 |
| Xponance, Inc. | 20,266 | $106.4 萬 | 0.02% | +157+0.8% | 加碼 |
| IFP Advisors, Inc | 41,769 | $108.3 萬 | 0.05% | −242−0.6% | 減碼 |