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 |
|---|---|---|---|---|---|
| Fusion Capital, LLC | 4,678 | $26.2 萬 | 0.15% | +14+0.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $26.3 萬 | 0.11% | 00.0% | 不變 |
| First City Capital Management, Inc. | 4,750 | $26.6 萬 | 0.16% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,781 | $26.8 萬 | 0.05% | −133−2.7% | 減碼 |
| TrinityPoint Wealth, LLC | 4,785 | $26.8 萬 | 0.05% | −5−0.1% | 減碼 |
| Duncker Streett & Co Inc | 4,800 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $27.0 萬 | 0.38% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Clearwater Capital Advisors, LLC | 4,845 | $27.1 萬 | 0.03% | −500−9.4% | 減碼 |
| Driehaus Capital Management LLC | 4,901 | $27.4 萬 | 0.00% | −249−4.8% | 減碼 |
| Symmetry Partners, LLC | 4,908 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 4,971 | $27.8 萬 | 0.10% | +916+22.6% | 加碼 |
| First Bank & Trust | 5,006 | $28.0 萬 | 0.07% | −137−2.7% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 4,685 | $28.7 萬 | 0.15% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 5,203 | $29.1 萬 | 0.01% | −25,218−82.9% | 減碼 |
| First Horizon Advisors, Inc. | 5,220 | $29.2 萬 | 0.01% | −410−7.3% | 減碼 |
| Seelaus Asset Management LLC | 5,295 | $29.7 萬 | 0.23% | +5,295 | 新進 |
| NFC Investments, LLC | 5,340 | $29.9 萬 | 0.10% | +5,340 | 新進 |
| Virtus Family Office LLC | 5,363 | $30.0 萬 | 0.56% | −4,189−43.9% | 減碼 |
| PRW Wealth Management LLC | 5,020 | $30.5 萬 | 0.10% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 5,455 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| AXA S.A. | 5,555 | $31.1 萬 | 0.00% | +117+2.2% | 加碼 |
| Good Life Advisors, LLC | 5,567 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 5,655 | $31.7 萬 | 0.07% | +1,388+32.5% | 加碼 |
| HB Wealth Management, LLC | 5,766 | $32.3 萬 | 0.01% | +638+12.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,800 | $32.5 萬 | 0.02% | +290+5.3% | 加碼 |
| Integrated Wealth Concepts LLC | 5,832 | $32.7 萬 | 0.01% | +36+0.6% | 加碼 |
| Nalls Sherbakoff Group, LLC | 6,348 | $32.7 萬 | 0.32% | −200−3.1% | 減碼 |
| Glenmede Trust Co NA | 6,246 | $32.8 萬 | 0.00% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 5,865 | $32.8 萬 | 0.12% | −6−0.1% | 減碼 |
| XTX Topco Ltd | 5,875 | $32.9 萬 | 0.06% | +782+15.4% | 加碼 |
| Davenport & Co LLC | 5,888 | $33.0 萬 | 0.00% | −3,281−35.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,889 | $33.0 萬 | 0.01% | +5,297+894.8% | 加碼 |
| Empowered Funds, LLC | 5,940 | $33.3 萬 | 0.01% | +5,940 | 新進 |
| EA Series Trust | 5,940 | $33.3 萬 | 0.01% | +5,940 | 新進 |
| Transcend Wealth Collective, LLC | 5,959 | $33.4 萬 | 0.03% | −15−0.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,967 | $33.4 萬 | 0.01% | −10.0% | 減碼 |
| Institute for Wealth Management, LLC. | 5,970 | $33.4 萬 | 0.06% | 00.0% | 不變 |
| Northeast Investment Management | 6,000 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,009 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Family Management Corp | 6,007 | $33.6 萬 | 0.07% | −111−1.8% | 減碼 |
| CM Wealth Advisors LLC | 5,621 | $33.7 萬 | 0.11% | −27,207−82.9% | 減碼 |
| Siemens Fonds Invest GmbH | 6,172 | $34.4 萬 | 0.03% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 6,157 | $34.5 萬 | 0.19% | +15+0.2% | 加碼 |
| JustInvest LLC | 6,240 | $34.9 萬 | 0.01% | +1,085+21.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,277 | $35.2 萬 | 0.01% | +894+16.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,386 | $35.8 萬 | 0.04% | +6,386 | 新進 |
| Greenhaven Road Investment Management, L.P. | 645,700 | $36.2 萬 | 18.32% | −16,000−2.4% | 減碼 |
| Veritable, L.P. | 6,468 | $36.2 萬 | 0.01% | −80−1.2% | 減碼 |
| Principle Wealth Partners LLC | 6,500 | $36.4 萬 | 0.04% | 00.0% | 不變 |
| Dakota Wealth Management | 6,525 | $36.5 萬 | 0.02% | +714+12.3% | 加碼 |
| Welch & Forbes LLC | 6,550 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Caption Management, LLC | 6,600 | $37.0 萬 | 0.07% | −24,246−78.6% | 減碼 |
| Golden State Equity Partners | 6,730 | $37.7 萬 | 0.11% | +2,656+65.2% | 加碼 |
| Wolverine Trading, LLC | 6,754 | $37.8 萬 | 0.01% | +6,754 | 新進 |
| Virtu Financial LLC | 6,771 | $37.9 萬 | 0.03% | +6,771 | 新進 |
| Jessup Wealth Management, Inc | 6,787 | $38.0 萬 | 0.20% | −4,440−39.5% | 減碼 |
| Cigna Investments Inc | 6,814 | $38.2 萬 | 0.07% | +741+12.2% | 加碼 |
| Old National Bancorp | 6,879 | $38.5 萬 | 0.01% | +15+0.2% | 加碼 |
| Diligent Investors, LLC | 6,893 | $38.6 萬 | 0.11% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 6,925 | $38.8 萬 | 0.01% | −21−0.3% | 減碼 |
| Arete Wealth Advisors, LLC | 7,001 | $39.2 萬 | 0.04% | −874−11.1% | 減碼 |
| Bartlett & Co. LLC | 7,000 | $39.2 萬 | 0.01% | +7,000 | 新進 |
| Bartlett & Co. Wealth Management LLC | 7,000 | $39.2 萬 | 0.01% | +7,000 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $39.7 萬 | 0.03% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 7,091 | $39.7 萬 | 0.00% | +441+6.6% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,146 | $40.0 萬 | 0.07% | +20.0% | 加碼 |
| Forum Financial Management, LP | 7,151 | $40.0 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 7,164 | $40.1 萬 | 0.01% | +552+8.3% | 加碼 |
| Visionary Wealth Advisors | 7,235 | $40.5 萬 | 0.03% | +281+4.0% | 加碼 |
| American International Group, Inc. | 7,297 | $40.9 萬 | 0.00% | +1,540+26.8% | 加碼 |
| Marks Group Wealth Management, Inc | 7,313 | $41.0 萬 | 0.05% | −1,285−14.9% | 減碼 |
| NewEdge Wealth, LLC | 7,345 | $41.1 萬 | 0.01% | −265−3.5% | 減碼 |
| Glenview Trust Co | 7,465 | $41.8 萬 | 0.01% | +277+3.9% | 加碼 |
| Akaris Global Partners, LP | 7,500 | $42.0 萬 | 0.11% | +7,500 | 新進 |
| Linscomb & Williams, Inc. | 7,515 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 7,517 | $42.1 萬 | 0.00% | +546+7.8% | 加碼 |
| Fund Management at Engine No. 1 LLC | 7,529 | $42.2 萬 | 0.08% | +532+7.6% | 加碼 |
| Two Sigma Securities, LLC | 7,717 | $43.2 萬 | 0.04% | +7,717 | 新進 |
| Firethorn Wealth Partners, LLC | 7,897 | $44.2 萬 | 0.33% | −131−1.6% | 減碼 |
| Sage Rhino Capital LLC | 7,907 | $44.3 萬 | 0.12% | +30.0% | 加碼 |
| Coldstream Capital Management Inc | 7,918 | $44.3 萬 | 0.01% | −46−0.6% | 減碼 |
| Advisory Services Network, LLC | 7,964 | $44.6 萬 | 0.01% | −533−6.3% | 減碼 |
| Cutler Group LP | 8,036 | $45.0 萬 | 0.11% | +8,036 | 新進 |
| Banque Cantonale Vaudoise | 8,100 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| Synovus Financial Corp | 8,161 | $45.7 萬 | 0.01% | −384−4.5% | 減碼 |
| Corsair Capital Management, L.P. | 8,189 | $45.9 萬 | 0.16% | 00.0% | 不變 |
| Lincoln National Corp | 8,289 | $46.4 萬 | 0.01% | +3,118+60.3% | 加碼 |
| Guinness Asset Management LTD | 8,423 | $47.2 萬 | 0.01% | −1,497−15.1% | 減碼 |
| Smith Shellnut Wilson LLC | 8,508 | $47.6 萬 | 0.27% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 8,586 | $48.1 萬 | 0.06% | 00.0% | 不變 |
| E&G Advisors, LP | 8,600 | $48.2 萬 | 0.17% | −400−4.4% | 減碼 |
| Fiduciary Group LLC | 8,700 | $48.7 萬 | 0.06% | −858−9.0% | 減碼 |
| Parallel Advisors, LLC | 8,769 | $49.1 萬 | 0.02% | −241−2.7% | 減碼 |
| Segment Wealth Management, LLC | 8,850 | $49.6 萬 | 0.05% | 00.0% | 不變 |
| Fountainhead AM, LLC | 8,937 | $50.0 萬 | 0.18% | −1,907−17.6% | 減碼 |
| Mutual Advisors, LLC | 8,952 | $50.1 萬 | 0.02% | −599−6.3% | 減碼 |
| Wealthfront Advisers LLC | 9,039 | $50.6 萬 | 0.00% | +1,732+23.7% | 加碼 |
| Aries Wealth Management | 9,210 | $51.6 萬 | 0.20% | 00.0% | 不變 |