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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 34,535 | $193.4 萬 | 0.09% | 00.0% | 不變 |
| Sabal Trust CO | 33,865 | $189.6 萬 | 0.12% | +33,865 | 新進 |
| Royce & Associates LP | 33,646 | $188.4 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 33,517 | $187.7 萬 | 0.02% | −5,697−14.5% | 減碼 |
| Larson Financial Group LLC | 33,495 | $187.6 萬 | 0.19% | +207+0.6% | 加碼 |
| RiverPark Advisors, LLC | 33,426 | $187.2 萬 | 1.72% | −1,997−5.6% | 減碼 |
| Chicago Partners Investment Group LLC | 31,443 | $185.2 萬 | 0.10% | +5,135+19.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 32,982 | $184.7 萬 | 0.00% | +4,977+17.8% | 加碼 |
| US Bancorp | 32,628 | $182.7 萬 | 0.00% | −361−1.1% | 減碼 |
| Creative Planning | 31,886 | $178.6 萬 | 0.00% | +4,954+18.4% | 加碼 |
| HBK Sorce Advisory LLC | 31,723 | $177.6 萬 | 0.08% | −21−0.1% | 減碼 |
| Mackenzie Financial Corp | 31,022 | $175.3 萬 | 0.00% | −1,325−4.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 31,240 | $174.9 萬 | 0.06% | +31,240 | 新進 |
| TD Waterhouse Canada Inc. | 30,431 | $173.6 萬 | 0.02% | −2,098−6.4% | 減碼 |
| Vestcor Inc | 30,597 | $171.3 萬 | 0.06% | 00.0% | 不變 |
| Vetamer Capital Management, L.P. | 30,495 | $170.8 萬 | 2.64% | −2,929−8.8% | 減碼 |
| Proficio Capital Partners LLC | 30,451 | $170.5 萬 | 0.23% | −23,964−44.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $167.9 萬 | 0.04% | 00.0% | 不變 |
| CenterBook Partners LP | 29,718 | $166.4 萬 | 0.21% | +5,697+23.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 29,625 | $165.9 萬 | 0.00% | +1,143+4.0% | 加碼 |
| Wesbanco Bank Inc | 29,421 | $164.7 萬 | 0.07% | −4,556−13.4% | 減碼 |
| Barr E S & Co | 29,275 | $163.9 萬 | 0.12% | −1,100−3.6% | 減碼 |
| InterOcean Capital Group, LLC | 28,847 | $161.5 萬 | 0.05% | +347+1.2% | 加碼 |
| Capital Analysts, LLC | 29,950 | $160.6 萬 | 0.09% | +4,712+18.7% | 加碼 |
| Okabena Investment Services Inc | 27,533 | $154.2 萬 | 1.13% | −13,059−32.2% | 減碼 |
| Prudential Financial Inc | 32,602 | $152.4 萬 | 0.00% | −143,307−81.5% | 減碼 |
| Byrne Asset Management LLC | 27,146 | $152.0 萬 | 0.99% | −35−0.1% | 減碼 |
| Gotham Asset Management, LLC | 27,134 | $152.0 萬 | 0.03% | −1,230−4.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 27,068 | $151.6 萬 | 0.16% | −2,827−9.5% | 減碼 |
| Aaron Wealth Advisors | 26,663 | $149.3 萬 | 0.19% | +145+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 26,614 | $149.0 萬 | 0.02% | −484−1.8% | 減碼 |
| Regions Financial Corp | 26,211 | $146.8 萬 | 0.01% | +20,662+372.4% | 加碼 |
| Atria Investments LLC | 25,821 | $144.6 萬 | 0.03% | +25,821 | 新進 |
| McKinley Capital Management LLC /Delaware | 25,207 | $141.2 萬 | 0.19% | +213+0.9% | 加碼 |
| Bridgewater Associates, LP | 24,410 | $136.7 萬 | 0.01% | +24,410 | 新進 |
| Kovitz Investment Group Partners, LLC | 24,281 | $136.0 萬 | 0.02% | −27,445−53.1% | 減碼 |
| Clearstead Advisors, LLC | 24,089 | $134.9 萬 | 0.08% | +24,021+35,325.0% | 加碼 |
| TownSquare Capital, LLC | 24,044 | $134.6 萬 | 0.02% | +6,983+40.9% | 加碼 |
| Aviva PLC | 23,796 | $133.3 萬 | 0.01% | −548,872−95.8% | 減碼 |
| MML Investors Services, LLC | 23,556 | $131.9 萬 | 0.01% | +3,922+20.0% | 加碼 |
| Checchi Capital Advisers, LLC | 23,425 | $131.2 萬 | 0.12% | +187+0.8% | 加碼 |
| Integrated Advisors Network LLC | 23,423 | $131.2 萬 | 0.08% | −2,107−8.3% | 減碼 |
| Private Advisor Group, LLC | 22,800 | $129.9 萬 | 0.01% | −12,802−36.0% | 減碼 |
| Prudential PLC | 22,990 | $128.7 萬 | 0.02% | +2,769+13.7% | 加碼 |
| Riverpark Capital Management LLC | 22,656 | $126.9 萬 | 2.25% | 00.0% | 不變 |
| AXS Investments LLC | 22,452 | $125.7 萬 | 0.34% | +22,452 | 新進 |
| CIBC Asset Management Inc | 22,245 | $124.6 萬 | 0.00% | +13+0.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 22,135 | $124.0 萬 | 0.03% | +2,969+15.5% | 加碼 |
| Bray Capital Advisors | 21,920 | $122.8 萬 | 0.37% | −2,730−11.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,505 | $116.0 萬 | 0.02% | +7,907+62.8% | 加碼 |
| Lee Danner & Bass Inc | 20,721 | $116.0 萬 | 0.10% | −479−2.3% | 減碼 |
| Oxford Financial Group Ltd | 20,588 | $115.3 萬 | 0.11% | −1,927−8.6% | 減碼 |
| Cross Staff Investments Inc | 20,347 | $113.9 萬 | 1.05% | −1,679−7.6% | 減碼 |
| Pinnacle Associates Ltd | 20,103 | $112.6 萬 | 0.02% | −8,634−30.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 19,986 | $111.9 萬 | 0.02% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 19,960 | $111.8 萬 | 0.11% | −38,663−66.0% | 減碼 |
| Bessemer Group Inc | 19,781 | $110.7 萬 | 0.00% | +16,781+559.4% | 加碼 |
| APG Asset Management N.V. | 21,256 | $109.1 萬 | 0.00% | −2,770−11.5% | 減碼 |
| MetLife Investment Management | 19,416 | $108.7 萬 | 0.01% | +7,567+63.9% | 加碼 |
| IFP Advisors, Inc | 40,653 | $105.4 萬 | 0.05% | −1,116−2.7% | 減碼 |
| Baader Bank INC | 18,747 | $104.7 萬 | 0.09% | −132−0.7% | 減碼 |
| Seven Post Investment Office LP | 18,700 | $104.7 萬 | 0.32% | 00.0% | 不變 |
| Raymond James Trust N.A. | 18,707 | $104.7 萬 | 0.03% | +2,344+14.3% | 加碼 |
| Ar Asset Management Inc | 18,000 | $100.8 萬 | 0.27% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 17,558 | $98.3 萬 | 0.05% | +953+5.7% | 加碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $98.0 萬 | 0.75% | 00.0% | 不變 |
| Blair William & Co | 17,485 | $97.9 萬 | 0.00% | +5,710+48.5% | 加碼 |
| Next Capital Management LLC | 17,483 | $97.9 萬 | 0.45% | 00.0% | 不變 |
| CIBC World Markets Inc. | 17,448 | $97.7 萬 | 0.00% | −1,214−6.5% | 減碼 |
| Franklin Street Advisors Inc | 17,375 | $97.3 萬 | 0.08% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 17,368 | $97.3 萬 | 0.00% | +431+2.5% | 加碼 |
| Quadrature Capital Ltd | 17,237 | $96.5 萬 | 0.02% | +17,237 | 新進 |
| Southeast Asset Advisors Inc. | 17,167 | $96.1 萬 | 0.14% | −1,034−5.7% | 減碼 |
| M&T Bank Corp | 16,620 | $93.1 萬 | 0.00% | −9,203−35.6% | 減碼 |
| Vinva Investment Management Ltd | 16,094 | $90.0 萬 | 0.08% | −3,066−16.0% | 減碼 |
| Essex Financial Services, Inc. | 15,872 | $88.9 萬 | 0.10% | −126−0.8% | 減碼 |
| River & Mercantile Asset Management LLP | 15,661 | $87.7 萬 | 0.17% | 00.0% | 不變 |
| Lansing Street Advisors | 15,484 | $86.7 萬 | 0.50% | +46+0.3% | 加碼 |
| Curated Wealth Partners LLC | 15,252 | $85.4 萬 | 0.17% | −201−1.3% | 減碼 |
| Independent Advisor Alliance | 15,135 | $84.8 萬 | 0.04% | −395−2.5% | 減碼 |
| Walter & Keenan Financial Consulting Co | 14,626 | $81.9 萬 | 0.30% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,337 | $80.3 萬 | 0.00% | +54+0.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 14,211 | $79.6 萬 | 0.06% | +234+1.7% | 加碼 |
| Epoch Investment Partners, Inc. | 14,114 | $79.0 萬 | 0.00% | −1,755−11.1% | 減碼 |
| AE Wealth Management LLC | 14,092 | $78.9 萬 | 0.00% | +323+2.3% | 加碼 |
| First National Bank Sioux Falls | 14,027 | $78.6 萬 | 0.50% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 14,008 | $78.4 萬 | 0.05% | +1,379+10.9% | 加碼 |
| Keybank National Association | 14,002 | $78.4 萬 | 0.00% | −713−4.8% | 減碼 |
| Level Four Advisory Services, LLC | 13,925 | $78.0 萬 | 0.05% | −2,859−17.0% | 減碼 |
| Chemistry Wealth Management LLC | 13,877 | $77.7 萬 | 0.25% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 13,752 | $77.0 萬 | 0.03% | +652+5.0% | 加碼 |
| Kraematon Investment Advisors, Inc | 13,627 | $76.3 萬 | 0.84% | +16+0.1% | 加碼 |
| Douglas Lane & Associates, LLC | 13,553 | $75.9 萬 | 0.01% | −600−4.2% | 減碼 |
| Guardian Investment Management | 13,500 | $75.6 萬 | 0.65% | −250−1.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 13,475 | $75.5 萬 | 0.15% | +212+1.6% | 加碼 |
| Commerce Bank | 13,190 | $73.9 萬 | 0.01% | +389+3.0% | 加碼 |
| CFM Wealth Partners LLC | 12,977 | $72.7 萬 | 0.18% | −276−2.1% | 減碼 |
| Red Door Wealth Management, LLC | 12,924 | $72.4 萬 | 0.16% | +12,924 | 新進 |
| Moody National Bank Trust Division | 12,740 | $71.3 萬 | 0.05% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 12,729 | $71.3 萬 | 0.05% | −16−0.1% | 減碼 |