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 |
|---|---|---|---|---|---|
| Ossiam | 12,664 | $70.9 萬 | 0.01% | −1,074−7.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 12,611 | $70.6 萬 | 0.01% | +225+1.8% | 加碼 |
| Van Eck Associates Corp | 12,583 | $70.5 萬 | 0.00% | +385+3.2% | 加碼 |
| Gilbert & Cook, Inc. | 12,511 | $70.1 萬 | 0.11% | −1,424−10.2% | 減碼 |
| ProVise Management Group, LLC | 12,479 | $69.9 萬 | 0.06% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 12,450 | $69.7 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,420 | $69.6 萬 | 0.04% | +454+3.8% | 加碼 |
| Cetera Investment Advisers | 12,363 | $69.2 萬 | 0.01% | −1,621−11.6% | 減碼 |
| Element Pointe Advisors, LLC | 12,348 | $69.1 萬 | 0.22% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 12,289 | $68.8 萬 | 0.03% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 12,216 | $68.4 萬 | 0.05% | +20+0.2% | 加碼 |
| Metis Global Partners, LLC | 12,127 | $67.9 萬 | 0.04% | −2,466−16.9% | 減碼 |
| Ensign Peak Advisors, Inc | 12,100 | $67.8 萬 | 0.00% | 00.0% | 不變 |
| Mission Wealth Management, LP | 12,066 | $67.6 萬 | 0.03% | −28−0.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 12,040 | $67.4 萬 | 0.11% | −243−2.0% | 減碼 |
| James J. Burns & Company, LLC | 12,013 | $67.3 萬 | 0.17% | 00.0% | 不變 |
| Triumph Capital Management | 12,015 | $67.3 萬 | 0.30% | +12,015 | 新進 |
| Kestra Private Wealth Services, LLC | 11,698 | $65.5 萬 | 0.02% | +269+2.4% | 加碼 |
| First Pacific Advisors, LP | 11,600 | $65.0 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 11,493 | $64.4 萬 | 0.01% | −365−3.1% | 減碼 |
| Oak Thistle LLC | 11,470 | $64.2 萬 | 0.34% | +5,253+84.5% | 加碼 |
| Krilogy Financial LLC | 11,346 | $63.5 萬 | 0.06% | +1,914+20.3% | 加碼 |
| Silvant Capital Management LLC | 11,343 | $63.5 萬 | 0.04% | −18−0.2% | 減碼 |
| Spire Wealth Management | 11,241 | $62.9 萬 | 0.02% | −107−0.9% | 減碼 |
| Zhang Financial LLC | 11,168 | $62.5 萬 | 0.06% | −150−1.3% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $62.2 萬 | 0.06% | 00.0% | 不變 |
| National Asset Management, Inc. | 10,970 | $61.4 萬 | 0.01% | −1,209−9.9% | 減碼 |
| Financial Management Network Inc | 10,858 | $61.3 萬 | 0.21% | +849+8.5% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,937 | $61.3 萬 | 0.20% | +10.0% | 加碼 |
| Boston Private Wealth LLC | 10,911 | $61.1 萬 | 0.01% | −3,773−25.7% | 減碼 |
| New York Life Investment Management LLC | 10,880 | $60.9 萬 | 0.01% | +10,880 | 新進 |
| Diversified Trust Co | 10,797 | $60.5 萬 | 0.02% | +1,575+17.1% | 加碼 |
| MAI Capital Management | 10,697 | $59.9 萬 | 0.01% | +26+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 10,684 | $59.8 萬 | 0.00% | −34,303−76.3% | 減碼 |
| Assenagon Asset Management S.A. | 10,653 | $59.7 萬 | 0.00% | +477+4.7% | 加碼 |
| Toroso Investments, LLC | 10,556 | $59.1 萬 | 0.02% | −4,802−31.3% | 減碼 |
| Machina Capital S.A.S. | 10,551 | $59.1 萬 | 0.34% | +6,339+150.5% | 加碼 |
| Paradigm Asset Management Co LLC | 10,454 | $58.5 萬 | 0.16% | +9,000+619.0% | 加碼 |
| Moors & Cabot, Inc. | 10,405 | $58.3 萬 | 0.04% | −324−3.0% | 減碼 |
| Guggenheim Capital LLC | 10,386 | $58.2 萬 | 0.00% | +736+7.6% | 加碼 |
| Western Wealth Management, LLC | 10,322 | $57.8 萬 | 0.05% | −260−2.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 10,265 | $57.5 萬 | 0.03% | −330−3.1% | 減碼 |
| Principal Street Partners, LLC | 10,262 | $57.5 萬 | 0.14% | −145−1.4% | 減碼 |
| Bradley Foster & Sargent Inc | 10,250 | $57.4 萬 | 0.01% | −471−4.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 10,220 | $57.2 萬 | 0.05% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 10,125 | $56.7 萬 | 0.06% | 00.0% | 不變 |
| Cipher Capital LP | 10,106 | $56.6 萬 | 0.10% | +10,106 | 新進 |
| Sherbrooke Park Advisers LLC | 10,067 | $56.4 萬 | 0.30% | +4,467+79.8% | 加碼 |
| Equitable Holdings, Inc. | 9,985 | $55.9 萬 | 0.01% | −359−3.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,924 | $55.6 萬 | 0.02% | −1,452−12.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,865 | $55.2 萬 | 0.15% | +535+5.7% | 加碼 |
| RW Investment Management LLC | 9,724 | $54.5 萬 | 0.11% | +24+0.2% | 加碼 |
| Yorktown Management & Research Co Inc | 9,700 | $54.3 萬 | 0.58% | 00.0% | 不變 |
| Agf Management Ltd | 9,654 | $54.1 萬 | 0.00% | +9,654 | 新進 |
| Rathbone Brothers plc | 9,635 | $54.0 萬 | 0.01% | +635+7.1% | 加碼 |
| Verition Fund Management LLC | 9,542 | $53.4 萬 | 0.01% | +9,542 | 新進 |
| Advisor Resource Council | 9,378 | $52.5 萬 | 0.31% | −3,180−25.3% | 減碼 |
| SYSTM Wealth Solutions LLC | 9,325 | $52.2 萬 | 0.07% | +127+1.4% | 加碼 |
| Aries Wealth Management | 9,210 | $51.6 萬 | 0.20% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 9,039 | $50.6 萬 | 0.00% | +1,732+23.7% | 加碼 |
| Mutual Advisors, LLC | 8,952 | $50.1 萬 | 0.02% | −599−6.3% | 減碼 |
| Fountainhead AM, LLC | 8,937 | $50.0 萬 | 0.18% | −1,907−17.6% | 減碼 |
| Segment Wealth Management, LLC | 8,850 | $49.6 萬 | 0.05% | 00.0% | 不變 |
| Parallel Advisors, LLC | 8,769 | $49.1 萬 | 0.02% | −241−2.7% | 減碼 |
| Fiduciary Group LLC | 8,700 | $48.7 萬 | 0.06% | −858−9.0% | 減碼 |
| E&G Advisors, LP | 8,600 | $48.2 萬 | 0.17% | −400−4.4% | 減碼 |
| Sawgrass Asset Management LLC | 8,586 | $48.1 萬 | 0.06% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 8,508 | $47.6 萬 | 0.27% | 00.0% | 不變 |
| Guinness Asset Management LTD | 8,423 | $47.2 萬 | 0.01% | −1,497−15.1% | 減碼 |
| Lincoln National Corp | 8,289 | $46.4 萬 | 0.01% | +3,118+60.3% | 加碼 |
| Corsair Capital Management, L.P. | 8,189 | $45.9 萬 | 0.16% | 00.0% | 不變 |
| Synovus Financial Corp | 8,161 | $45.7 萬 | 0.01% | −384−4.5% | 減碼 |
| Banque Cantonale Vaudoise | 8,100 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| Cutler Group LP | 8,036 | $45.0 萬 | 0.11% | +8,036 | 新進 |
| Advisory Services Network, LLC | 7,964 | $44.6 萬 | 0.01% | −533−6.3% | 減碼 |
| Coldstream Capital Management Inc | 7,918 | $44.3 萬 | 0.01% | −46−0.6% | 減碼 |
| Sage Rhino Capital LLC | 7,907 | $44.3 萬 | 0.12% | +30.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 7,897 | $44.2 萬 | 0.33% | −131−1.6% | 減碼 |
| Two Sigma Securities, LLC | 7,717 | $43.2 萬 | 0.04% | +7,717 | 新進 |
| Fund Management at Engine No. 1 LLC | 7,529 | $42.2 萬 | 0.08% | +532+7.6% | 加碼 |
| CWM, LLC | 7,517 | $42.1 萬 | 0.00% | +546+7.8% | 加碼 |
| Linscomb & Williams, Inc. | 7,515 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| Akaris Global Partners, LP | 7,500 | $42.0 萬 | 0.11% | +7,500 | 新進 |
| Glenview Trust Co | 7,465 | $41.8 萬 | 0.01% | +277+3.9% | 加碼 |
| NewEdge Wealth, LLC | 7,345 | $41.1 萬 | 0.01% | −265−3.5% | 減碼 |
| Marks Group Wealth Management, Inc | 7,313 | $41.0 萬 | 0.05% | −1,285−14.9% | 減碼 |
| American International Group, Inc. | 7,297 | $40.9 萬 | 0.00% | +1,540+26.8% | 加碼 |
| Visionary Wealth Advisors | 7,235 | $40.5 萬 | 0.03% | +281+4.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,164 | $40.1 萬 | 0.01% | +552+8.3% | 加碼 |
| Forum Financial Management, LP | 7,151 | $40.0 萬 | 0.01% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 7,146 | $40.0 萬 | 0.07% | +20.0% | 加碼 |
| Yousif Capital Management, LLC | 7,091 | $39.7 萬 | 0.00% | +441+6.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $39.7 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| Pathstone Family Office, LLC | 6,925 | $38.8 萬 | 0.01% | −21−0.3% | 減碼 |
| Diligent Investors, LLC | 6,893 | $38.6 萬 | 0.11% | 00.0% | 不變 |
| Old National Bancorp | 6,879 | $38.5 萬 | 0.01% | +15+0.2% | 加碼 |
| Cigna Investments Inc | 6,814 | $38.2 萬 | 0.07% | +741+12.2% | 加碼 |