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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 8,771 | $54.0 萬 | 0.01% | +2,494+39.7% | 加碼 |
| Sciencast Management LP | 8,836 | $54.4 萬 | 0.25% | +8,836 | 新進 |
| Segment Wealth Management, LLC | 8,850 | $54.5 萬 | 0.06% | 00.0% | 不變 |
| Aries Wealth Management | 9,060 | $54.7 萬 | 0.21% | −150−1.6% | 減碼 |
| Mutual Advisors, LLC | 8,915 | $54.9 萬 | 0.02% | −37−0.4% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 9,004 | $55.5 萬 | 0.27% | +9,004 | 新進 |
| Guggenheim Capital LLC | 9,095 | $56.0 萬 | 0.00% | −1,291−12.4% | 減碼 |
| Agf Management Ltd | 9,223 | $56.8 萬 | 0.00% | −431−4.5% | 減碼 |
| Fund Management at Engine No. 1 LLC | 9,254 | $57.0 萬 | 0.09% | +1,725+22.9% | 加碼 |
| Bradley Foster & Sargent Inc | 10,250 | $57.4 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Network Inc | 9,690 | $57.9 萬 | 0.19% | −1,168−10.8% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 9,610 | $59.2 萬 | 0.32% | +9,610 | 新進 |
| New York Life Investment Management LLC | 9,616 | $59.2 萬 | 0.01% | −1,264−11.6% | 減碼 |
| Principal Street Partners, LLC | 9,623 | $59.3 萬 | 0.12% | −639−6.2% | 減碼 |
| Alberta Investment Management Corp | 9,700 | $59.8 萬 | 0.01% | −70,500−87.9% | 減碼 |
| Yorktown Management & Research Co Inc | 9,700 | $59.8 萬 | 0.67% | 00.0% | 不變 |
| RW Investment Management LLC | 9,724 | $59.9 萬 | 0.11% | 00.0% | 不變 |
| Advisor Resource Council | 9,878 | $60.8 萬 | 0.40% | +500+5.3% | 加碼 |
| Glenmede Trust Co NA | 9,914 | $61.1 萬 | 0.00% | +3,668+58.7% | 加碼 |
| Laurion Capital Management LP | 10,000 | $61.6 萬 | 0.02% | +10,000 | 新進 |
| Banque Cantonale Vaudoise | 10,009 | $61.7 萬 | 0.03% | +1,909+23.6% | 加碼 |
| Vontobel Holding Ltd. | 10,052 | $61.9 萬 | 0.01% | −2,398−19.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $62.4 萬 | 0.07% | 00.0% | 不變 |
| Qtron Investments LLC | 10,127 | $62.4 萬 | 0.12% | +10,127 | 新進 |
| Red Door Wealth Management, LLC | 10,176 | $62.7 萬 | 0.16% | −2,748−21.3% | 減碼 |
| Beaumont Financial Advisors, LLC | 10,220 | $63.0 萬 | 0.06% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,220 | $63.0 萬 | 0.01% | +235+2.4% | 加碼 |
| Lincoln National Corp | 10,251 | $63.1 萬 | 0.01% | +1,962+23.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 10,281 | $63.3 萬 | 0.03% | +16+0.2% | 加碼 |
| MAI Capital Management | 10,308 | $63.5 萬 | 0.01% | −389−3.6% | 減碼 |
| Diversified Trust Co | 10,316 | $63.5 萬 | 0.02% | −481−4.5% | 減碼 |
| Concentric Capital Strategies, LP | 10,347 | $63.7 萬 | 0.07% | +10,347 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 10,356 | $63.8 萬 | 0.18% | +491+5.0% | 加碼 |
| Paradigm Asset Management Co LLC | 10,454 | $64.4 萬 | 0.18% | 00.0% | 不變 |
| Western Wealth Management, LLC | 10,757 | $66.3 萬 | 0.06% | +435+4.2% | 加碼 |
| Chemistry Wealth Management LLC | 10,804 | $66.6 萬 | 0.22% | −3,073−22.1% | 減碼 |
| Zhang Financial LLC | 10,855 | $66.9 萬 | 0.07% | −313−2.8% | 減碼 |
| Wealthfront Advisers LLC | 10,891 | $67.1 萬 | 0.00% | +1,852+20.5% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,939 | $67.4 萬 | 0.23% | +20.0% | 加碼 |
| Toroso Investments, LLC | 11,011 | $67.8 萬 | 0.02% | +455+4.3% | 加碼 |
| Boston Private Wealth LLC | 11,015 | $67.9 萬 | 0.01% | +104+1.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $68.5 萬 | 0.06% | 00.0% | 不變 |
| Centiva Capital, LP | 11,174 | $68.8 萬 | 0.03% | +11,174 | 新進 |
| Moors & Cabot, Inc. | 11,205 | $69.0 萬 | 0.05% | +800+7.7% | 加碼 |
| Spire Wealth Management | 11,238 | $69.2 萬 | 0.03% | −30.0% | 減碼 |
| Silvant Capital Management LLC | 11,343 | $69.9 萬 | 0.04% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 11,515 | $70.9 萬 | 0.07% | +5,343+86.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 11,550 | $71.1 萬 | 0.01% | +57+0.5% | 加碼 |
| Vinva Investment Management Ltd | 11,567 | $72.4 萬 | 0.07% | −4,527−28.1% | 減碼 |
| Redwood Investment Management, LLC | 11,936 | $73.5 萬 | 0.06% | +11,936 | 新進 |
| Canandaigua National Bank & Trust Co | 11,938 | $73.5 萬 | 0.12% | −102−0.8% | 減碼 |
| James J. Burns & Company, LLC | 12,033 | $74.1 萬 | 0.20% | +20+0.2% | 加碼 |
| CWA Asset Management Group, LLC | 12,196 | $75.1 萬 | 0.06% | −20−0.2% | 減碼 |
| Fifth Lane Capital, LP | 12,203 | $75.2 萬 | 0.76% | +12,203 | 新進 |
| Van Eck Associates Corp | 12,206 | $75.2 萬 | 0.00% | −377−3.0% | 減碼 |
| Fort Pitt Capital Group, LLC | 12,289 | $75.7 萬 | 0.03% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 12,305 | $75.8 萬 | 0.03% | −1,447−10.5% | 減碼 |
| Element Pointe Advisors, LLC | 12,348 | $76.1 萬 | 0.24% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,442 | $76.6 萬 | 0.04% | +22+0.2% | 加碼 |
| ProVise Management Group, LLC | 12,479 | $76.9 萬 | 0.07% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 12,504 | $77.0 萬 | 0.02% | +806+6.9% | 加碼 |
| Kraematon Investment Advisors, Inc | 12,566 | $77.4 萬 | 0.95% | −1,061−7.8% | 減碼 |
| Cetera Investment Advisers | 12,596 | $77.6 萬 | 0.01% | +233+1.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 12,729 | $78.4 萬 | 0.05% | 00.0% | 不變 |
| Moody National Bank Trust Division | 12,740 | $78.5 萬 | 0.05% | 00.0% | 不變 |
| Metis Global Partners, LLC | 12,924 | $79.6 萬 | 0.04% | +797+6.6% | 加碼 |
| CFM Wealth Partners LLC | 13,067 | $80.5 萬 | 0.21% | +90+0.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 13,129 | $80.9 萬 | 0.17% | −346−2.6% | 減碼 |
| Vestcor Inc | 13,197 | $81.3 萬 | 0.03% | −17,400−56.9% | 減碼 |
| DRW Securities, LLC | 13,300 | $81.9 萬 | 0.07% | +13,300 | 新進 |
| Commerce Bank | 13,476 | $83.0 萬 | 0.01% | +286+2.2% | 加碼 |
| Guardian Investment Management | 13,500 | $83.2 萬 | 0.76% | 00.0% | 不變 |
| Private Advisor Group, LLC | 13,567 | $83.6 萬 | 0.01% | −9,233−40.5% | 減碼 |
| Douglas Lane & Associates, LLC | 13,703 | $84.4 萬 | 0.01% | +150+1.1% | 加碼 |
| Choate Investment Advisors | 13,723 | $84.5 萬 | 0.03% | +13,723 | 新進 |
| Gilbert & Cook, Inc. | 13,738 | $84.6 萬 | 0.13% | +1,227+9.8% | 加碼 |
| Curated Wealth Partners LLC | 13,994 | $86.2 萬 | 0.16% | −1,258−8.2% | 減碼 |
| Keybank National Association | 14,021 | $86.4 萬 | 0.00% | +19+0.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 14,030 | $86.4 萬 | 0.09% | +14,030 | 新進 |
| First National Bank Sioux Falls | 14,027 | $86.4 萬 | 0.52% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 14,030 | $86.4 萬 | 0.01% | −84−0.6% | 減碼 |
| MML Investors Services, LLC | 14,062 | $86.6 萬 | 0.00% | −9,494−40.3% | 減碼 |
| CenterBook Partners LP | 14,075 | $86.7 萬 | 0.11% | −15,643−52.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 14,241 | $87.7 萬 | 0.06% | +30+0.2% | 加碼 |
| AE Wealth Management LLC | 14,260 | $87.8 萬 | 0.01% | +168+1.2% | 加碼 |
| Independent Advisor Alliance | 14,272 | $87.9 萬 | 0.04% | −863−5.7% | 減碼 |
| Cannon Global Investment Management, LLC | 14,300 | $88.1 萬 | 6.15% | +14,300 | 新進 |
| Wolverine Trading, LLC | 14,344 | $88.4 萬 | 0.01% | +7,590+112.4% | 加碼 |
| Mercer Global Advisors Inc | 14,449 | $89.0 萬 | 0.00% | +112+0.8% | 加碼 |
| Pathstone Family Office, LLC | 14,455 | $89.0 萬 | 0.01% | +7,530+108.7% | 加碼 |
| Baader Bank INC | 14,546 | $89.6 萬 | 0.08% | −4,201−22.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 14,626 | $90.1 萬 | 0.35% | 00.0% | 不變 |
| Fulton Bank, N.A. | 14,907 | $91.8 萬 | 0.05% | +14,907 | 新進 |
| Essex Financial Services, Inc. | 14,972 | $92.2 萬 | 0.11% | −900−5.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,979 | $92.3 萬 | 0.06% | +971+6.9% | 加碼 |
| River & Mercantile Asset Management LLP | 14,989 | $92.3 萬 | 0.22% | −672−4.3% | 減碼 |
| Rock Creek Group, LP | 15,000 | $92.4 萬 | 0.12% | −35,000−70.0% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $92.7 萬 | 0.23% | +14,827 | 新進 |
| Ensign Peak Advisors, Inc | 15,200 | $93.6 萬 | 0.00% | +3,100+25.6% | 加碼 |
| Jump Financial, LLC | 16,156 | $99.5 萬 | 0.04% | +16,156 | 新進 |