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 3 季 13F 持有人
KKR & Co. Inc. 在 2023/9/30 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
- 792
- 較 2023 年第 2 季 +45 家
- 持有股數
- 5.06 億
- 較 2023 年第 2 季 +2,670 萬 (+5.6%)
- 總市值
- $311.1 億
- 較 2023 年第 2 季 +$43.6 億 (+16.3%)
- 新進機構
- 102
- 另有 266 家加碼
- 清倉機構
- 57
- 另有 256 家減碼
另有 11 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gateway Advisory, LLC | 4,500 | $27.7 萬 | 0.06% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $27.7 萬 | 0.06% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 4,533 | $27.9 萬 | 0.04% | +514+12.8% | 加碼 |
| RDA Financial Network | 4,572 | $28.2 萬 | 0.12% | +156+3.5% | 加碼 |
| BancorpSouth Bank | 4,583 | $28.2 萬 | 0.02% | −16−0.3% | 減碼 |
| Calamos Wealth Management LLC | 4,636 | $28.6 萬 | 0.02% | +4,636 | 新進 |
| Fusion Capital, LLC | 4,690 | $28.9 萬 | 0.16% | +12+0.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $29.0 萬 | 0.12% | 00.0% | 不變 |
| First City Capital Management, Inc. | 4,750 | $29.3 萬 | 0.18% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 4,698 | $29.3 萬 | 0.15% | +13+0.3% | 加碼 |
| TrinityPoint Wealth, LLC | 4,794 | $29.5 萬 | 0.06% | +9+0.2% | 加碼 |
| Duncker Streett & Co Inc | 4,800 | $29.6 萬 | 0.07% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $29.7 萬 | 0.35% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 4,830 | $29.8 萬 | 0.11% | +4,830 | 新進 |
| 9258 Wealth Management, LLC | 4,831 | $29.8 萬 | 0.06% | +50+1.0% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Clearwater Capital Advisors, LLC | 4,845 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| First Bank & Trust | 4,898 | $30.2 萬 | 0.08% | −108−2.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,900 | $30.2 萬 | 0.00% | −5,784−54.1% | 減碼 |
| Symmetry Partners, LLC | 4,908 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 5,141 | $30.3 萬 | 0.20% | +943+22.5% | 加碼 |
| Leonteq Securities AG | 4,939 | $30.4 萬 | 0.03% | +701+16.5% | 加碼 |
| Prospera Financial Services Inc | 4,948 | $30.5 萬 | 0.01% | +383+8.4% | 加碼 |
| First Horizon Advisors, Inc. | 4,985 | $30.7 萬 | 0.01% | −235−4.5% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Dakota Wealth Management | 5,260 | $32.4 萬 | 0.01% | −1,265−19.4% | 減碼 |
| Ieq Capital, LLC | 5,302 | $32.7 萬 | 0.01% | +759+16.7% | 加碼 |
| Signaturefd, LLC | 5,331 | $32.8 萬 | 0.01% | +1,108+26.2% | 加碼 |
| QRG Capital Management, Inc. | 5,361 | $33.0 萬 | 0.01% | +5,361 | 新進 |
| Lido Advisors, LLC | 5,383 | $33.2 萬 | 0.00% | +1,143+27.0% | 加碼 |
| Transcend Wealth Collective, LLC | 5,459 | $33.6 萬 | 0.03% | −500−8.4% | 減碼 |
| Steel Peak Wealth Management LLC | 5,459 | $33.6 萬 | 0.02% | +4+0.1% | 加碼 |
| Greenhaven Road Investment Management, L.P. | 553,700 | $34.1 萬 | 17.11% | −92,000−14.2% | 減碼 |
| Institute for Wealth Management, LLC. | 5,537 | $34.1 萬 | 0.06% | −433−7.3% | 減碼 |
| Good Life Advisors, LLC | 5,567 | $34.3 萬 | 0.04% | 00.0% | 不變 |
| Davenport & Co LLC | 5,600 | $34.5 萬 | 0.00% | −288−4.9% | 減碼 |
| KCM Investment Advisors LLC | 5,736 | $35.3 萬 | 0.02% | +533+10.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 5,785 | $35.6 萬 | 0.12% | +5,785 | 新進 |
| Integrated Wealth Concepts LLC | 5,853 | $36.1 萬 | 0.01% | +21+0.4% | 加碼 |
| Oak Thistle LLC | 5,862 | $36.1 萬 | 0.11% | −5,608−48.9% | 減碼 |
| Arlington Financial Advisors, LLC | 5,865 | $36.1 萬 | 0.13% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 5,871 | $36.2 萬 | 0.21% | −286−4.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,967 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,000 | $36.9 萬 | 0.00% | −9−0.1% | 減碼 |
| Northeast Investment Management | 6,000 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Family Management Corp | 6,003 | $37.0 萬 | 0.08% | −4−0.1% | 減碼 |
| HB Wealth Management, LLC | 6,050 | $37.3 萬 | 0.01% | +284+4.9% | 加碼 |
| Farther Finance Advisors, LLC | 6,057 | $37.3 萬 | 0.06% | +402+7.1% | 加碼 |
| JustInvest LLC | 6,107 | $37.6 萬 | 0.01% | −133−2.1% | 減碼 |
| Virtus Family Office LLC | 6,170 | $38.0 萬 | 0.69% | +807+15.0% | 加碼 |
| Bartlett & Co. LLC | 6,300 | $38.8 萬 | 0.01% | −700−10.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,300 | $38.8 萬 | 0.01% | −700−10.0% | 減碼 |
| Nalls Sherbakoff Group, LLC | 6,348 | $39.1 萬 | 0.38% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 6,430 | $39.6 萬 | 0.01% | −915−12.5% | 減碼 |
| Ameritas Advisory Services, LLC | 6,719 | $39.8 萬 | 0.02% | +2,275+51.2% | 加碼 |
| Principle Wealth Partners LLC | 6,500 | $40.0 萬 | 0.04% | 00.0% | 不變 |
| Welch & Forbes LLC | 6,550 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 6,663 | $41.0 萬 | 0.01% | +6,663 | 新進 |
| Sequoia Financial Advisors, LLC | 6,712 | $41.3 萬 | 0.01% | −452−6.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,720 | $41.4 萬 | 0.02% | +920+15.9% | 加碼 |
| Dana Investment Advisors, Inc. | 6,759 | $41.6 萬 | 0.02% | +6,759 | 新進 |
| Empowered Funds, LLC | 6,780 | $41.8 萬 | 0.01% | +840+14.1% | 加碼 |
| Cigna Investments Inc | 6,814 | $42.0 萬 | 0.10% | 00.0% | 不變 |
| Old National Bancorp | 6,869 | $42.3 萬 | 0.01% | −10−0.1% | 減碼 |
| American International Group, Inc. | 6,872 | $42.3 萬 | 0.00% | −425−5.8% | 減碼 |
| Diligent Investors, LLC | 6,893 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Advisory Services Network, LLC | 6,896 | $42.5 萬 | 0.01% | −1,068−13.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,968 | $42.9 萬 | 0.00% | +6,968 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $43.6 萬 | 0.03% | 00.0% | 不變 |
| Visionary Wealth Advisors | 7,116 | $43.8 萬 | 0.04% | −119−1.6% | 減碼 |
| Golden State Equity Partners | 7,130 | $43.9 萬 | 0.12% | +400+5.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,148 | $44.0 萬 | 0.08% | +20.0% | 加碼 |
| Forum Financial Management, LP | 7,151 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| AQR Capital Management LLC | 7,173 | $44.2 萬 | 0.00% | +7,173 | 新進 |
| Marks Group Wealth Management, Inc | 7,334 | $45.2 萬 | 0.06% | +21+0.3% | 加碼 |
| Bank of Nova Scotia | 7,380 | $45.5 萬 | 0.00% | +3,066+71.1% | 加碼 |
| Arete Wealth Advisors, LLC | 7,381 | $45.5 萬 | 0.08% | +380+5.4% | 加碼 |
| Parallel Advisors, LLC | 7,452 | $45.9 萬 | 0.02% | −1,317−15.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,511 | $46.3 萬 | 0.08% | −19,557−72.3% | 減碼 |
| Linscomb & Williams, Inc. | 7,515 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 7,548 | $46.5 萬 | 0.03% | +7,548 | 新進 |
| Guinness Asset Management LTD | 7,570 | $46.6 萬 | 0.01% | −853−10.1% | 減碼 |
| Yousif Capital Management, LLC | 7,581 | $46.7 萬 | 0.01% | +490+6.9% | 加碼 |
| CWM, LLC | 7,579 | $46.7 萬 | 0.00% | +62+0.8% | 加碼 |
| Glenview Trust Co | 7,662 | $47.2 萬 | 0.01% | +197+2.6% | 加碼 |
| Fountainhead AM, LLC | 7,729 | $47.6 萬 | 0.17% | −1,208−13.5% | 減碼 |
| Firethorn Wealth Partners, LLC | 7,832 | $48.2 萬 | 0.37% | −65−0.8% | 減碼 |
| Sage Rhino Capital LLC | 7,907 | $48.7 萬 | 0.14% | 00.0% | 不變 |
| Ethic Inc. | 7,975 | $49.1 萬 | 0.02% | +3,492+77.9% | 加碼 |
| SG Americas Securities, LLC | 7,999 | $49.3 萬 | 0.01% | +7,999 | 新進 |
| Capula Management Ltd | 8,100 | $49.9 萬 | 0.03% | +8,100 | 新進 |
| Synovus Financial Corp | 8,160 | $50.3 萬 | 0.01% | −10.0% | 減碼 |
| Corsair Capital Management, L.P. | 8,185 | $50.4 萬 | 0.17% | −40.0% | 減碼 |
| Acadian Asset Management LLC | 8,341 | $51.2 萬 | 0.00% | +3,693+79.5% | 加碼 |
| Atom Investors LP | 8,374 | $51.6 萬 | 0.12% | +8,374 | 新進 |
| Sawgrass Asset Management LLC | 8,437 | $52.0 萬 | 0.06% | −149−1.7% | 減碼 |
| SYSTM Wealth Solutions LLC | 8,452 | $52.1 萬 | 0.08% | −873−9.4% | 減碼 |
| Smith Shellnut Wilson LLC | 8,508 | $52.4 萬 | 0.32% | 00.0% | 不變 |
| E&G Advisors, LP | 8,600 | $53.0 萬 | 0.19% | 00.0% | 不變 |
| Fiduciary Group LLC | 8,700 | $53.6 萬 | 0.07% | 00.0% | 不變 |