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 2 季 13F 持有人
KKR & Co. Inc. 在 2023/6/30 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
- 758
- 較 2023 年第 1 季 +19 家
- 持有股數
- 4.79 億
- 較 2023 年第 1 季 −38.7 萬 (−0.1%)
- 總市值
- $267.7 億
- 較 2023 年第 1 季 +$16.2 億 (+6.4%)
- 新進機構
- 74
- 另有 244 家加碼
- 清倉機構
- 55
- 另有 278 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,000 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Northwest Bank & Trust Co | 1,000 | $5.60 萬 | 0.05% | +1,000 | 新進 |
| Parkside Financial Bank & Trust | 1,016 | $5.69 萬 | 0.01% | −74−6.8% | 減碼 |
| Motco | 1,019 | $5.71 萬 | 0.00% | +19+1.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,100 | $6.16 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,176 | $6.59 萬 | 0.00% | −418−26.2% | 減碼 |
| SkyView Investment Advisors, LLC | 361 | $6.60 萬 | 0.02% | −578−61.6% | 減碼 |
| Brown Brothers Harriman & Co | 1,225 | $6.86 萬 | 0.00% | −133−9.8% | 減碼 |
| Column Capital Advisors, LLC | 1,241 | $6.95 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 1,329 | $7.44 萬 | 0.00% | +272+25.7% | 加碼 |
| HHM Wealth Advisors, LLC | 1,400 | $7.84 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,498 | $8.39 萬 | 0.03% | −1,257−45.6% | 減碼 |
| Hoey Investments, Inc | 1,569 | $8.79 萬 | 0.03% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,586 | $8.88 萬 | 0.00% | −3,025−65.6% | 減碼 |
| Tower View Investment Management & Research LLC | 1,618 | $9.10 萬 | 0.06% | +5+0.3% | 加碼 |
| Arrow Financial Corp | 1,670 | $9.35 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 1,727 | $9.67 萬 | 0.00% | −3,395−66.3% | 減碼 |
| Bogart Wealth, LLC | 1,745 | $9.77 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,750 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 1,836 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,852 | $10.4 萬 | 0.01% | −491−21.0% | 減碼 |
| SRS Capital Advisors, Inc. | 1,885 | $10.6 萬 | 0.01% | +6+0.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,891 | $10.6 萬 | 0.02% | −5−0.3% | 減碼 |
| Alta Advisers Ltd | 1,900 | $10.6 萬 | 0.06% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 1,924 | $10.8 萬 | 0.06% | 00.0% | 不變 |
| Concord Wealth Partners | 1,928 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 1,973 | $11.0 萬 | 0.01% | +1,973 | 新進 |
| Granite FO LLC | 2,000 | $11.2 萬 | 0.08% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,000 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,038 | $11.4 萬 | 0.00% | +292+16.7% | 加碼 |
| Baker Avenue Asset Management, LP | 2,049 | $11.5 萬 | 0.01% | −33−1.6% | 減碼 |
| ORG Partners LLC | 2,112 | $11.9 萬 | 0.02% | +2,112 | 新進 |
| Intact Investment Management Inc. | 2,200 | $12.3 萬 | 0.01% | −7,800−78.0% | 減碼 |
| Sunbelt Securities, Inc. | 2,271 | $12.7 萬 | 0.02% | −447−16.4% | 減碼 |
| Whittier Trust Co | 2,292 | $12.8 萬 | 0.00% | −180−7.3% | 減碼 |
| Endurance Wealth Management, Inc. | 2,300 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| TFC Financial Management | 2,550 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 2,620 | $14.7 萬 | 0.08% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,666 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,673 | $15.0 萬 | 0.04% | +10.0% | 加碼 |
| Bokf, NA | 2,976 | $16.7 萬 | 0.00% | −650−17.9% | 減碼 |
| Wellington Shields & Co., LLC | 3,000 | $16.8 萬 | 0.04% | 00.0% | 不變 |
| First Capital Advisors Group, LLC. | 3,126 | $17.5 萬 | 0.09% | +3,126 | 新進 |
| Western Pacific Wealth Management, LP | 3,201 | $17.9 萬 | 0.14% | 00.0% | 不變 |
| Ostrum Asset Management | 3,257 | $18.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,332 | $18.7 萬 | 0.09% | +3+0.1% | 加碼 |
| Carmichael Hill & Associates, Inc. | 3,348 | $18.8 萬 | 0.09% | +10+0.3% | 加碼 |
| Citizens National Bank Trust Department | 3,555 | $19.9 萬 | 0.05% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,590 | $20.1 萬 | 0.01% | +3,590 | 新進 |
| Compagnie Lombard Odier SCmA | 3,615 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,619 | $20.3 萬 | 0.02% | +500+16.0% | 加碼 |
| L.M. Kohn & Company | 3,645 | $20.4 萬 | 0.08% | +3,645 | 新進 |
| William Blair Investment Management, LLC | 3,665 | $20.5 萬 | 0.00% | +3,665 | 新進 |
| New Republic Capital, LLC | 3,704 | $20.7 萬 | 0.14% | +3,704 | 新進 |
| Resurgent Financial Advisors LLC | 3,710 | $20.8 萬 | 0.14% | −18−0.5% | 減碼 |
| TAGStone Capital, Inc. | 3,735 | $20.9 萬 | 0.15% | +3,735 | 新進 |
| Lakeview Capital Partners, LLC | 3,770 | $21.1 萬 | 0.04% | +3,770 | 新進 |
| Bragg Financial Advisors, Inc | 3,777 | $21.2 萬 | 0.01% | +3,777 | 新進 |
| Ade, LLC | 3,805 | $21.3 萬 | 0.15% | +3,805 | 新進 |
| Ssi Investment Management LLC | 3,811 | $21.3 萬 | 0.01% | −811−17.5% | 減碼 |
| Inceptionr LLC | 3,857 | $21.6 萬 | 0.12% | +3,857 | 新進 |
| Edge Capital Group, LLC | 3,899 | $21.8 萬 | 0.01% | +858+28.2% | 加碼 |
| Operose Advisors LLC | 3,925 | $22.0 萬 | 0.10% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 3,965 | $22.2 萬 | 0.07% | −4,401−52.6% | 減碼 |
| Fort Sheridan Advisors LLC | 3,975 | $22.3 萬 | 0.05% | +3,975 | 新進 |
| Echo Street Capital Management LLC | 3,987 | $22.3 萬 | 0.00% | +3,987 | 新進 |
| UniSuper Management Pty Ltd | 4,000 | $22.4 萬 | 0.00% | +4,000 | 新進 |
| Kovack Advisors, Inc. | 4,019 | $22.5 萬 | 0.03% | −9−0.2% | 減碼 |
| Laidlaw Wealth Management LLC | 4,020 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 4,022 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,072 | $22.8 萬 | 0.06% | −39−0.9% | 減碼 |
| EP Wealth Advisors, LLC | 25,455 | $23.0 萬 | 0.00% | −12,329−32.6% | 減碼 |
| Valeo Financial Advisors, LLC | 4,122 | $23.1 萬 | 0.01% | −1,666−28.8% | 減碼 |
| Nisa Investment Advisors, LLC | 4,130 | $23.1 萬 | 0.00% | −485−10.5% | 減碼 |
| Watershed Private Wealth LLC | 4,157 | $23.3 萬 | 0.14% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,889 | $23.3 萬 | 0.01% | +3,889 | 新進 |
| GWM Advisors LLC | 4,168 | $23.3 萬 | 0.00% | −195−4.5% | 減碼 |
| Signaturefd, LLC | 4,223 | $23.6 萬 | 0.01% | +790+23.0% | 加碼 |
| Venture Visionary Partners LLC | 4,237 | $23.7 萬 | 0.01% | +10.0% | 加碼 |
| Leonteq Securities AG | 4,238 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 4,240 | $23.7 萬 | 0.00% | +425+11.1% | 加碼 |
| Scotia Capital Inc. | 4,245 | $23.8 萬 | 0.00% | −904−17.6% | 減碼 |
| LFA - Lugano Financial Advisors SA | 4,300 | $24.1 萬 | 0.16% | +4,300 | 新進 |
| Bank of Nova Scotia | 4,314 | $24.2 萬 | 0.00% | −107−2.4% | 減碼 |
| Ameritas Advisory Services, LLC | 4,444 | $24.4 萬 | 0.03% | −17,454−79.7% | 減碼 |
| Umb Bank N A | 4,374 | $24.5 萬 | 0.00% | −1,375−23.9% | 減碼 |
| RDA Financial Network | 4,416 | $24.7 萬 | 0.10% | +126+2.9% | 加碼 |
| Register Financial Advisors LLC | 4,433 | $24.8 萬 | 0.18% | −246−5.3% | 減碼 |
| Ethic Inc. | 4,483 | $25.1 萬 | 0.01% | +72+1.6% | 加碼 |
| Arkadios Wealth Advisors | 4,500 | $25.2 萬 | 0.03% | −33−0.7% | 減碼 |
| Hodges Capital Management Inc. | 0 | $25.2 萬 | 0.01% | −5,150−100.0% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Gateway Advisory, LLC | 4,500 | $25.2 萬 | 0.05% | 00.0% | 不變 |
| Ieq Capital, LLC | 4,543 | $25.4 萬 | 0.01% | −1,648−26.6% | 減碼 |
| Boothbay Fund Management, LLC | 4,563 | $25.6 萬 | 0.01% | +4,563 | 新進 |
| Prospera Financial Services Inc | 4,565 | $25.6 萬 | 0.01% | +30+0.7% | 加碼 |
| BancorpSouth Bank | 4,599 | $25.8 萬 | 0.02% | −262−5.4% | 減碼 |
| Fortress Wealth Group, LLC | 4,198 | $25.9 萬 | 0.16% | +4,198 | 新進 |
| Acadian Asset Management LLC | 4,648 | $26.0 萬 | 0.00% | 00.0% | 不變 |