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 |
|---|---|---|---|---|---|
| Jessup Wealth Management, Inc | 6,787 | $38.0 萬 | 0.20% | −4,440−39.5% | 減碼 |
| Virtu Financial LLC | 6,771 | $37.9 萬 | 0.03% | +6,771 | 新進 |
| Wolverine Trading, LLC | 6,754 | $37.8 萬 | 0.01% | +6,754 | 新進 |
| Golden State Equity Partners | 6,730 | $37.7 萬 | 0.11% | +2,656+65.2% | 加碼 |
| Caption Management, LLC | 6,600 | $37.0 萬 | 0.07% | −24,246−78.6% | 減碼 |
| Welch & Forbes LLC | 6,550 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Dakota Wealth Management | 6,525 | $36.5 萬 | 0.02% | +714+12.3% | 加碼 |
| Principle Wealth Partners LLC | 6,500 | $36.4 萬 | 0.04% | 00.0% | 不變 |
| Veritable, L.P. | 6,468 | $36.2 萬 | 0.01% | −80−1.2% | 減碼 |
| Greenhaven Road Investment Management, L.P. | 645,700 | $36.2 萬 | 18.32% | −16,000−2.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,386 | $35.8 萬 | 0.04% | +6,386 | 新進 |
| O'Shaughnessy Asset Management, LLC | 6,277 | $35.2 萬 | 0.01% | +894+16.6% | 加碼 |
| JustInvest LLC | 6,240 | $34.9 萬 | 0.01% | +1,085+21.0% | 加碼 |
| Samalin Investment Counsel, LLC | 6,157 | $34.5 萬 | 0.19% | +15+0.2% | 加碼 |
| Siemens Fonds Invest GmbH | 6,172 | $34.4 萬 | 0.03% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 5,621 | $33.7 萬 | 0.11% | −27,207−82.9% | 減碼 |
| Family Management Corp | 6,007 | $33.6 萬 | 0.07% | −111−1.8% | 減碼 |
| 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 |
| Institute for Wealth Management, LLC. | 5,970 | $33.4 萬 | 0.06% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 5,967 | $33.4 萬 | 0.01% | −10.0% | 減碼 |
| Transcend Wealth Collective, LLC | 5,959 | $33.4 萬 | 0.03% | −15−0.3% | 減碼 |
| 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 |
| Tower Research Capital LLC (TRC) | 5,889 | $33.0 萬 | 0.01% | +5,297+894.8% | 加碼 |
| Davenport & Co LLC | 5,888 | $33.0 萬 | 0.00% | −3,281−35.8% | 減碼 |
| XTX Topco Ltd | 5,875 | $32.9 萬 | 0.06% | +782+15.4% | 加碼 |
| Arlington Financial Advisors, LLC | 5,865 | $32.8 萬 | 0.12% | −6−0.1% | 減碼 |
| Glenmede Trust Co NA | 6,246 | $32.8 萬 | 0.00% | 00.0% | 不變 |
| Nalls Sherbakoff Group, LLC | 6,348 | $32.7 萬 | 0.32% | −200−3.1% | 減碼 |
| Integrated Wealth Concepts LLC | 5,832 | $32.7 萬 | 0.01% | +36+0.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,800 | $32.5 萬 | 0.02% | +290+5.3% | 加碼 |
| HB Wealth Management, LLC | 5,766 | $32.3 萬 | 0.01% | +638+12.4% | 加碼 |
| Farther Finance Advisors, LLC | 5,655 | $31.7 萬 | 0.07% | +1,388+32.5% | 加碼 |
| Good Life Advisors, LLC | 5,567 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| AXA S.A. | 5,555 | $31.1 萬 | 0.00% | +117+2.2% | 加碼 |
| Steel Peak Wealth Management LLC | 5,455 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| PRW Wealth Management LLC | 5,020 | $30.5 萬 | 0.10% | 00.0% | 不變 |
| Virtus Family Office LLC | 5,363 | $30.0 萬 | 0.56% | −4,189−43.9% | 減碼 |
| NFC Investments, LLC | 5,340 | $29.9 萬 | 0.10% | +5,340 | 新進 |
| Seelaus Asset Management LLC | 5,295 | $29.7 萬 | 0.23% | +5,295 | 新進 |
| First Horizon Advisors, Inc. | 5,220 | $29.2 萬 | 0.01% | −410−7.3% | 減碼 |
| KCM Investment Advisors LLC | 5,203 | $29.1 萬 | 0.01% | −25,218−82.9% | 減碼 |
| Sweeney & Michel, LLC | 4,685 | $28.7 萬 | 0.15% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 5,058 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| First Bank & Trust | 5,006 | $28.0 萬 | 0.07% | −137−2.7% | 減碼 |
| Fidelis Capital Partners, LLC | 4,971 | $27.8 萬 | 0.10% | +916+22.6% | 加碼 |
| Symmetry Partners, LLC | 4,908 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 4,901 | $27.4 萬 | 0.00% | −249−4.8% | 減碼 |
| Clearwater Capital Advisors, LLC | 4,845 | $27.1 萬 | 0.03% | −500−9.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $27.0 萬 | 0.38% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,800 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 4,785 | $26.8 萬 | 0.05% | −5−0.1% | 減碼 |
| 9258 Wealth Management, LLC | 4,781 | $26.8 萬 | 0.05% | −133−2.7% | 減碼 |
| First City Capital Management, Inc. | 4,750 | $26.6 萬 | 0.16% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $26.3 萬 | 0.11% | 00.0% | 不變 |
| Fusion Capital, LLC | 4,678 | $26.2 萬 | 0.15% | +14+0.3% | 加碼 |
| Acadian Asset Management LLC | 4,648 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 4,198 | $25.9 萬 | 0.16% | +4,198 | 新進 |
| BancorpSouth Bank | 4,599 | $25.8 萬 | 0.02% | −262−5.4% | 減碼 |
| Prospera Financial Services Inc | 4,565 | $25.6 萬 | 0.01% | +30+0.7% | 加碼 |
| Boothbay Fund Management, LLC | 4,563 | $25.6 萬 | 0.01% | +4,563 | 新進 |
| Ieq Capital, LLC | 4,543 | $25.4 萬 | 0.01% | −1,648−26.6% | 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 |
| Arkadios Wealth Advisors | 4,500 | $25.2 萬 | 0.03% | −33−0.7% | 減碼 |
| Ethic Inc. | 4,483 | $25.1 萬 | 0.01% | +72+1.6% | 加碼 |
| Register Financial Advisors LLC | 4,433 | $24.8 萬 | 0.18% | −246−5.3% | 減碼 |
| RDA Financial Network | 4,416 | $24.7 萬 | 0.10% | +126+2.9% | 加碼 |
| Umb Bank N A | 4,374 | $24.5 萬 | 0.00% | −1,375−23.9% | 減碼 |
| Ameritas Advisory Services, LLC | 4,444 | $24.4 萬 | 0.03% | −17,454−79.7% | 減碼 |
| Bank of Nova Scotia | 4,314 | $24.2 萬 | 0.00% | −107−2.4% | 減碼 |
| LFA - Lugano Financial Advisors SA | 4,300 | $24.1 萬 | 0.16% | +4,300 | 新進 |
| Scotia Capital Inc. | 4,245 | $23.8 萬 | 0.00% | −904−17.6% | 減碼 |
| Lido Advisors, LLC | 4,240 | $23.7 萬 | 0.00% | +425+11.1% | 加碼 |
| Leonteq Securities AG | 4,238 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 4,237 | $23.7 萬 | 0.01% | +10.0% | 加碼 |
| Signaturefd, LLC | 4,223 | $23.6 萬 | 0.01% | +790+23.0% | 加碼 |
| GWM Advisors LLC | 4,168 | $23.3 萬 | 0.00% | −195−4.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,889 | $23.3 萬 | 0.01% | +3,889 | 新進 |
| Watershed Private Wealth LLC | 4,157 | $23.3 萬 | 0.14% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 4,130 | $23.1 萬 | 0.00% | −485−10.5% | 減碼 |
| Valeo Financial Advisors, LLC | 4,122 | $23.1 萬 | 0.01% | −1,666−28.8% | 減碼 |
| EP Wealth Advisors, LLC | 25,455 | $23.0 萬 | 0.00% | −12,329−32.6% | 減碼 |
| MONECO Advisors, LLC | 4,072 | $22.8 萬 | 0.06% | −39−0.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,022 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 4,020 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 4,019 | $22.5 萬 | 0.03% | −9−0.2% | 減碼 |
| UniSuper Management Pty Ltd | 4,000 | $22.4 萬 | 0.00% | +4,000 | 新進 |
| Echo Street Capital Management LLC | 3,987 | $22.3 萬 | 0.00% | +3,987 | 新進 |
| Fort Sheridan Advisors LLC | 3,975 | $22.3 萬 | 0.05% | +3,975 | 新進 |
| Knightsbridge Asset Management, LLC | 3,965 | $22.2 萬 | 0.07% | −4,401−52.6% | 減碼 |
| Operose Advisors LLC | 3,925 | $22.0 萬 | 0.10% | 00.0% | 不變 |
| Edge Capital Group, LLC | 3,899 | $21.8 萬 | 0.01% | +858+28.2% | 加碼 |
| Inceptionr LLC | 3,857 | $21.6 萬 | 0.12% | +3,857 | 新進 |
| Ssi Investment Management LLC | 3,811 | $21.3 萬 | 0.01% | −811−17.5% | 減碼 |
| Ade, LLC | 3,805 | $21.3 萬 | 0.15% | +3,805 | 新進 |
| Bragg Financial Advisors, Inc | 3,777 | $21.2 萬 | 0.01% | +3,777 | 新進 |