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 |
|---|---|---|---|---|---|
| US Bancorp | 32,989 | $173.3 萬 | 0.00% | −2,774−7.8% | 減碼 |
| TD Waterhouse Canada Inc. | 32,529 | $171.2 萬 | 0.02% | −299−0.9% | 減碼 |
| Mackenzie Financial Corp | 32,347 | $169.9 萬 | 0.00% | −6,939−17.7% | 減碼 |
| HBK Sorce Advisory LLC | 31,744 | $166.7 萬 | 0.08% | +31,744 | 新進 |
| CM Wealth Advisors LLC | 32,828 | $165.1 萬 | 0.32% | +32,828 | 新進 |
| Caption Management, LLC | 30,846 | $162.0 萬 | 0.35% | +30,846 | 新進 |
| Vestcor Inc | 30,597 | $160.7 萬 | 0.06% | +17,339+130.8% | 加碼 |
| KCM Investment Advisors LLC | 30,421 | $159.8 萬 | 0.06% | +25,307+494.9% | 加碼 |
| Greenline Partners, LLC | 30,411 | $159.7 萬 | 0.30% | +2,789+10.1% | 加碼 |
| Barr E S & Co | 30,375 | $159.5 萬 | 0.13% | 00.0% | 不變 |
| Campbell Capital Management Inc | 30,000 | $157.6 萬 | 1.21% | +30,000 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $157.4 萬 | 0.03% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 29,895 | $157.0 萬 | 0.18% | +4,278+16.7% | 加碼 |
| FORA Capital, LLC | 29,245 | $153.6 萬 | 0.15% | +10,326+54.6% | 加碼 |
| Pinnacle Associates Ltd | 28,737 | $150.9 萬 | 0.03% | +1,528+5.6% | 加碼 |
| InterOcean Capital Group, LLC | 28,500 | $149.7 萬 | 0.05% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 28,482 | $149.6 萬 | 0.00% | +472+1.7% | 加碼 |
| Gotham Asset Management, LLC | 28,364 | $149.0 萬 | 0.04% | +2,086+7.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 28,005 | $147.1 萬 | 0.00% | +3,612+14.8% | 加碼 |
| EP Wealth Advisors, LLC | 37,784 | $146.1 萬 | 0.03% | +37,784 | 新進 |
| Byrne Asset Management LLC | 27,181 | $142.8 萬 | 1.02% | +480+1.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 27,098 | $142.3 萬 | 0.02% | −381−1.4% | 減碼 |
| Creative Planning | 26,932 | $141.4 萬 | 0.00% | −2,666−9.0% | 減碼 |
| Aaron Wealth Advisors | 26,518 | $139.3 萬 | 0.19% | +86+0.3% | 加碼 |
| Chicago Partners Investment Group LLC | 26,308 | $138.1 萬 | 0.08% | +2,126+8.8% | 加碼 |
| M&T Bank Corp | 25,823 | $135.6 萬 | 0.01% | −1,531−5.6% | 減碼 |
| Integrated Advisors Network LLC | 25,530 | $134.1 萬 | 0.08% | −876−3.3% | 減碼 |
| Capital Analysts, LLC | 25,238 | $132.5 萬 | 0.08% | +14,028+125.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 24,994 | $131.3 萬 | 0.17% | +102+0.4% | 加碼 |
| Engineers Gate Manager LP | 24,903 | $130.8 萬 | 0.05% | −96,108−79.4% | 減碼 |
| Bray Capital Advisors | 24,650 | $129.5 萬 | 0.38% | −315−1.3% | 減碼 |
| CenterBook Partners LP | 24,021 | $126.2 萬 | 0.18% | −1,585−6.2% | 減碼 |
| Checchi Capital Advisers, LLC | 23,238 | $122.0 萬 | 0.12% | +23,238 | 新進 |
| Riverpark Capital Management LLC | 22,656 | $119.0 萬 | 2.39% | −3,734−14.1% | 減碼 |
| Oxford Financial Group Ltd | 22,515 | $118.2 萬 | 0.13% | 00.0% | 不變 |
| CIBC Asset Management Inc | 22,232 | $116.8 萬 | 0.00% | −4,757−17.6% | 減碼 |
| APG Asset Management N.V. | 24,026 | $116.1 萬 | 0.00% | −536,661−95.7% | 減碼 |
| FineMark National Bank & Trust | 22,114 | $116.1 萬 | 0.05% | +240+1.1% | 加碼 |
| Cross Staff Investments Inc | 22,026 | $115.7 萬 | 1.14% | −2,283−9.4% | 減碼 |
| Ameritas Advisory Services, LLC | 21,898 | $115.0 萬 | 0.06% | −1,557−6.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 21,266 | $111.7 萬 | 0.13% | +21,266 | 新進 |
| Lee Danner & Bass Inc | 21,200 | $111.3 萬 | 0.10% | −500−2.3% | 減碼 |
| IFP Advisors, Inc | 41,769 | $108.3 萬 | 0.05% | −242−0.6% | 減碼 |
| Xponance, Inc. | 20,266 | $106.4 萬 | 0.02% | +157+0.8% | 加碼 |
| Prudential PLC | 20,221 | $106.2 萬 | 0.01% | −2,623−11.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 19,986 | $105.0 萬 | 0.02% | +19,986 | 新進 |
| MML Investors Services, LLC | 19,634 | $103.1 萬 | 0.01% | −7,340−27.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,166 | $100.7 萬 | 0.03% | −6,675−25.8% | 減碼 |
| Baader Bank INC | 18,879 | $99.2 萬 | 0.07% | +18,879 | 新進 |
| Gsa Capital Partners LLP | 18,749 | $98.5 萬 | 0.10% | +12,230+187.6% | 加碼 |
| Vinva Investment Management Ltd | 19,160 | $98.4 萬 | 0.08% | +19,160 | 新進 |
| Seven Post Investment Office LP | 18,700 | $98.2 萬 | 0.35% | 00.0% | 不變 |
| CIBC World Markets Inc. | 18,662 | $98.0 萬 | 0.00% | −4,615−19.8% | 減碼 |
| Southeast Asset Advisors Inc. | 18,201 | $95.6 萬 | 0.14% | +1,034+6.0% | 加碼 |
| La Banque Postale Asset Management SA | 18,050 | $94.8 萬 | 0.02% | −1,257−6.5% | 減碼 |
| Ar Asset Management Inc | 18,000 | $94.5 萬 | 0.25% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 16,117 | $94.2 萬 | 0.56% | +16,117 | 新進 |
| Roundview Capital LLC | 17,837 | $93.7 萬 | 0.10% | −61−0.3% | 減碼 |
| Next Capital Management LLC | 17,483 | $91.8 萬 | 0.44% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 17,375 | $91.3 萬 | 0.08% | 00.0% | 不變 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $89.7 萬 | 0.88% | −9,975−36.3% | 減碼 |
| TownSquare Capital, LLC | 17,061 | $89.6 萬 | 0.02% | −1,621−8.7% | 減碼 |
| Baird Financial Group, Inc. | 16,937 | $89.0 萬 | 0.00% | +4,755+39.0% | 加碼 |
| Level Four Advisory Services, LLC | 16,784 | $88.2 萬 | 0.06% | −7,015−29.5% | 減碼 |
| Belpointe Asset Management LLC | 16,778 | $88.1 萬 | 0.05% | +4,256+34.0% | 加碼 |
| Heron Bay Capital Management | 16,612 | $87.2 萬 | 0.34% | +2,645+18.9% | 加碼 |
| IHT Wealth Management, LLC | 16,605 | $87.2 萬 | 0.05% | 00.0% | 不變 |
| Raymond James Trust N.A. | 16,363 | $85.9 萬 | 0.03% | −916−5.3% | 減碼 |
| Essex Financial Services, Inc. | 15,998 | $84.0 萬 | 0.09% | −122−0.8% | 減碼 |
| Epoch Investment Partners, Inc. | 15,869 | $83.3 萬 | 0.00% | −1,062,051−98.5% | 減碼 |
| River & Mercantile Asset Management LLP | 15,661 | $82.2 萬 | 0.17% | +4,220+36.9% | 加碼 |
| Independent Advisor Alliance | 15,530 | $81.6 萬 | 0.04% | +216+1.4% | 加碼 |
| Curated Wealth Partners LLC | 15,453 | $81.2 萬 | 0.18% | −1,065−6.4% | 減碼 |
| Lansing Street Advisors | 15,438 | $81.1 萬 | 0.51% | +42+0.3% | 加碼 |
| Toroso Investments, LLC | 15,358 | $80.7 萬 | 0.03% | +956+6.6% | 加碼 |
| Boulder Hill Capital Management LP | 15,000 | $78.8 萬 | 0.63% | +15,000 | 新進 |
| Squarepoint Ops LLC | 14,856 | $78.0 萬 | 0.01% | −61,447−80.5% | 減碼 |
| Keybank National Association | 14,715 | $77.3 萬 | 0.00% | −386−2.6% | 減碼 |
| Boston Private Wealth LLC | 14,684 | $77.1 萬 | 0.01% | +2,753+23.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 14,626 | $76.8 萬 | 0.29% | 00.0% | 不變 |
| Metis Global Partners, LLC | 14,593 | $76.6 萬 | 0.05% | +8,969+159.5% | 加碼 |
| State of Alaska, Department of Revenue | 14,412 | $75.6 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,283 | $75.0 萬 | 0.00% | −3,489−19.6% | 減碼 |
| Thrivent Financial for Lutherans | 14,221 | $74.7 萬 | 0.00% | +14,221 | 新進 |
| Basso Capital Management, L.P. | 14,200 | $74.6 萬 | 0.72% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 14,153 | $74.3 萬 | 0.01% | 00.0% | 不變 |
| First National Bank Sioux Falls | 14,027 | $73.7 萬 | 0.51% | 00.0% | 不變 |
| Cetera Investment Advisers | 13,984 | $73.4 萬 | 0.01% | −2,000−12.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,977 | $73.4 萬 | 0.05% | +61+0.4% | 加碼 |
| Gilbert & Cook, Inc. | 13,935 | $73.2 萬 | 0.13% | +512+3.8% | 加碼 |
| Chemistry Wealth Management LLC | 13,877 | $72.9 萬 | 0.25% | −170−1.2% | 減碼 |
| AE Wealth Management LLC | 13,769 | $72.3 萬 | 0.00% | +2,324+20.3% | 加碼 |
| Ossiam | 13,738 | $72.2 萬 | 0.01% | +5,409+64.9% | 加碼 |
| Kraematon Investment Advisors, Inc | 13,611 | $71.5 萬 | 0.83% | −686−4.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 13,263 | $69.7 萬 | 0.20% | +13,263 | 新進 |
| CFM Wealth Partners LLC | 13,253 | $69.6 萬 | 0.19% | −948−6.7% | 減碼 |
| Snowden Capital Advisors LLC | 13,100 | $68.8 萬 | 0.03% | +1,163+9.7% | 加碼 |
| Commerce Bank | 12,801 | $67.2 萬 | 0.01% | +336+2.7% | 加碼 |
| Guardian Investment Management | 13,750 | $67.2 萬 | 0.52% | +250+1.9% | 加碼 |
| Jane Street Group, LLC | 12,787 | $67.2 萬 | 0.00% | −15,321−54.5% | 減碼 |