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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 6,246 | $32.8 萬 | 0.00% | −59−0.9% | 減碼 |
| Oak Thistle LLC | 6,217 | $32.7 萬 | 0.19% | +6,217 | 新進 |
| Cloverfields Capital Group, LP | 6,196 | $32.5 萬 | 0.10% | −45,328−88.0% | 減碼 |
| Ieq Capital, LLC | 6,191 | $32.5 萬 | 0.01% | +1,393+29.0% | 加碼 |
| Siemens Fonds Invest GmbH | 6,172 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 6,142 | $32.3 萬 | 0.19% | +15+0.2% | 加碼 |
| Family Management Corp | 6,118 | $32.1 萬 | 0.07% | +115+1.9% | 加碼 |
| Cigna Investments Inc | 6,073 | $31.9 萬 | 0.06% | −126−2.0% | 減碼 |
| Northeast Investment Management | 6,000 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,009 | $31.5 萬 | 0.00% | −22−0.4% | 減碼 |
| Transcend Wealth Collective, LLC | 5,974 | $31.4 萬 | 0.03% | +147+2.5% | 加碼 |
| Institute for Wealth Management, LLC. | 5,970 | $31.4 萬 | 0.06% | −146−2.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,968 | $31.3 萬 | 0.01% | −9−0.2% | 減碼 |
| PEAK6 Investments LLC | 5,927 | $31.1 萬 | 0.02% | −3,044−33.9% | 減碼 |
| Arlington Financial Advisors, LLC | 5,871 | $30.8 萬 | 0.12% | +6+0.1% | 加碼 |
| Dakota Wealth Management | 5,811 | $30.5 萬 | 0.02% | −920−13.7% | 減碼 |
| Integrated Wealth Concepts LLC | 5,796 | $30.4 萬 | 0.01% | +5,796 | 新進 |
| Valeo Financial Advisors, LLC | 5,788 | $30.4 萬 | 0.01% | +751+14.9% | 加碼 |
| American International Group, Inc. | 5,757 | $30.2 萬 | 0.00% | −127−2.2% | 減碼 |
| Umb Bank N A | 5,749 | $30.2 萬 | 0.00% | −245−4.1% | 減碼 |
| Stonnington Group, LLC | 5,800 | $30.2 萬 | 0.08% | +5,800 | 新進 |
| First Horizon Advisors, Inc. | 5,630 | $29.6 萬 | 0.01% | +228+4.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 5,600 | $29.4 萬 | 0.44% | +5,600 | 新進 |
| Good Life Advisors, LLC | 5,567 | $29.2 萬 | 0.04% | 00.0% | 不變 |
| Regions Financial Corp | 5,549 | $29.1 萬 | 0.00% | −140−2.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,510 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 5,455 | $28.6 萬 | 0.02% | +5+0.1% | 加碼 |
| AXA S.A. | 5,438 | $28.6 萬 | 0.00% | +5,438 | 新進 |
| O'Shaughnessy Asset Management, LLC | 5,383 | $28.3 萬 | 0.00% | +5,383 | 新進 |
| Pittenger & Anderson Inc | 5,375 | $28.2 萬 | 0.01% | −1,525−22.1% | 減碼 |
| Clearwater Capital Advisors, LLC | 5,345 | $28.1 萬 | 0.03% | −945−15.0% | 減碼 |
| Lincoln National Corp | 5,171 | $27.2 萬 | 0.01% | +5,171 | 新進 |
| JustInvest LLC | 5,155 | $27.1 萬 | 0.01% | +181+3.6% | 加碼 |
| Driehaus Capital Management LLC | 5,150 | $27.0 萬 | 0.00% | −342−6.2% | 減碼 |
| Scotia Capital Inc. | 5,149 | $27.0 萬 | 0.00% | +5,149 | 新進 |
| First Bank & Trust | 5,143 | $27.0 萬 | 0.07% | +382+8.0% | 加碼 |
| HB Wealth Management, LLC | 5,128 | $26.9 萬 | 0.00% | +313+6.5% | 加碼 |
| Huntington National Bank | 5,122 | $26.9 萬 | 0.00% | +707+16.0% | 加碼 |
| XTX Topco Ltd | 5,093 | $26.7 萬 | 0.06% | +5,093 | 新進 |
| PRW Wealth Management LLC | 5,020 | $26.6 萬 | 0.10% | −280−5.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 4,983 | $26.2 萬 | 0.06% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,914 | $25.8 萬 | 0.05% | −21−0.4% | 減碼 |
| Symmetry Partners, LLC | 4,908 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 5,150 | $25.7 萬 | 0.02% | −234−4.3% | 減碼 |
| Sweeney & Michel, LLC | 4,685 | $25.5 萬 | 0.14% | +4,685 | 新進 |
| BancorpSouth Bank | 4,861 | $25.5 萬 | 0.02% | +41+0.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $25.4 萬 | 0.03% | −260−5.1% | 減碼 |
| Eschler Asset Management LLP | 4,815 | $25.3 萬 | 0.20% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,800 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| First City Capital Management, Inc. | 4,750 | $25.2 萬 | 0.15% | −4−0.1% | 減碼 |
| TrinityPoint Wealth, LLC | 4,790 | $25.2 萬 | 0.05% | −30−0.6% | 減碼 |
| Mirabella Financial Services LLP | 4,782 | $25.1 萬 | 0.05% | −482−9.2% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $24.7 萬 | 0.12% | 00.0% | 不變 |
| Register Financial Advisors LLC | 4,679 | $24.6 萬 | 0.19% | −271−5.5% | 減碼 |
| Fusion Capital, LLC | 4,664 | $24.5 萬 | 0.14% | +4,664 | 新進 |
| Acadian Asset Management LLC | 4,648 | $24.4 萬 | 0.00% | −2,884−38.3% | 減碼 |
| Phocas Financial Corp. | 4,625 | $24.3 萬 | 0.03% | −5,195−52.9% | 減碼 |
| Ssi Investment Management LLC | 4,622 | $24.3 萬 | 0.02% | −1,290−21.8% | 減碼 |
| Nisa Investment Advisors, LLC | 4,615 | $24.2 萬 | 0.00% | −35−0.8% | 減碼 |
| Prospera Financial Services Inc | 4,535 | $23.8 萬 | 0.01% | +10.0% | 加碼 |
| Arkadios Wealth Advisors | 4,533 | $23.8 萬 | 0.03% | −246−5.1% | 減碼 |
| Global Retirement Partners, LLC | 4,611 | $23.7 萬 | 0.01% | −1,731−27.3% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $23.6 萬 | 0.05% | 00.0% | 不變 |
| Gateway Advisory, LLC | 4,500 | $23.6 萬 | 0.05% | −1,424−24.0% | 減碼 |
| Compton Capital Management Inc | 4,450 | $23.4 萬 | 0.50% | −13,050−74.6% | 減碼 |
| Bank of Nova Scotia | 4,421 | $23.2 萬 | 0.00% | −6,369−59.0% | 減碼 |
| Ethic Inc. | 4,411 | $23.2 萬 | 0.01% | +4,411 | 新進 |
| GWM Advisors LLC | 4,363 | $22.9 萬 | 0.00% | −3,320−43.2% | 減碼 |
| Sigma Planning Corp | 4,292 | $22.5 萬 | 0.01% | +4,292 | 新進 |
| RDA Financial Network | 4,290 | $22.5 萬 | 0.10% | −225−5.0% | 減碼 |
| Farther Finance Advisors, LLC | 4,267 | $22.4 萬 | 0.07% | +4,151+3,578.4% | 加碼 |
| Leonteq Securities AG | 4,238 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 4,236 | $22.2 萬 | 0.01% | −125−2.9% | 減碼 |
| Machina Capital S.A.S. | 4,212 | $22.1 萬 | 0.19% | +4,212 | 新進 |
| Watershed Private Wealth LLC | 4,157 | $21.8 萬 | 0.15% | +4,157 | 新進 |
| Asset Management Corp | 4,150 | $21.8 萬 | 0.17% | +4,150 | 新進 |
| MONECO Advisors, LLC | 4,111 | $21.6 萬 | 0.06% | +4,111 | 新進 |
| Golden State Equity Partners | 4,074 | $21.4 萬 | 0.12% | +4,074 | 新進 |
| Kovack Advisors, Inc. | 4,028 | $21.2 萬 | 0.03% | +4,028 | 新進 |
| Kavar Capital Partners Group, LLC | 4,022 | $21.1 萬 | 0.05% | −474−10.5% | 減碼 |
| Laidlaw Wealth Management LLC | 4,020 | $21.1 萬 | 0.04% | +4,020 | 新進 |
| Hudson Value Partners, LLC | 4,015 | $21.1 萬 | 0.12% | +4,015 | 新進 |
| Nicola Wealth Management Ltd. | 4,000 | $21.0 萬 | 0.02% | +4,000 | 新進 |
| Fidelis Capital Partners, LLC | 4,055 | $20.9 萬 | 0.09% | +4,055 | 新進 |
| Balentine LLC | 3,949 | $20.7 萬 | 0.01% | +3,949 | 新進 |
| Operose Advisors LLC | 3,925 | $20.6 萬 | 0.10% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 3,908 | $20.5 萬 | 0.16% | +3,908 | 新進 |
| Financial Architects, Inc | 3,879 | $20.4 萬 | 0.03% | +3,879 | 新進 |
| We Are One Seven, LLC | 3,823 | $20.1 萬 | 0.01% | +3,823 | 新進 |
| Lido Advisors, LLC | 3,815 | $20.0 萬 | 0.00% | +3,815 | 新進 |
| Resurgent Financial Advisors LLC | 3,728 | $19.6 萬 | 0.13% | −250−6.3% | 減碼 |
| Bokf, NA | 3,626 | $19.0 萬 | 0.00% | −17,533−82.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 3,615 | $19.0 萬 | 0.00% | −971−21.2% | 減碼 |
| Citizens National Bank Trust Department | 3,555 | $18.7 萬 | 0.05% | 00.0% | 不變 |
| Power Corp of Canada | 3,680 | $18.4 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 3,433 | $18.0 萬 | 0.00% | +32+0.9% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,338 | $17.5 萬 | 0.09% | +9+0.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,329 | $17.5 萬 | 0.09% | +3+0.1% | 加碼 |
| Ostrum Asset Management | 3,253 | $17.1 萬 | 0.01% | +3,253 | 新進 |