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 4 季 13F 持有人
KKR & Co. Inc. 在 2023/12/31 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
- 918
- 較 2023 年第 3 季 +139 家
- 持有股數
- 5.04 億
- 較 2023 年第 3 季 −3.95 萬 (0.0%)
- 總市值
- $417.5 億
- 較 2023 年第 3 季 +$107.3 億 (+34.6%)
- 新進機構
- 193
- 另有 277 家加碼
- 清倉機構
- 54
- 另有 316 家減碼
另有 13 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 3,094 | $25.6 萬 | 0.01% | +3,094 | 新進 |
| Leo Wealth, LLC | 3,081 | $25.7 萬 | 0.03% | +3,081 | 新進 |
| Zions Bancorporation, N.A. | 3,130 | $25.9 萬 | 0.02% | +3,117+23,976.9% | 加碼 |
| Seelaus Asset Management LLC | 3,140 | $26.0 萬 | 0.25% | +3,140 | 新進 |
| Numerai GP LLC | 3,159 | $26.2 萬 | 0.09% | +3,159 | 新進 |
| Sovereign Financial Group, Inc. | 3,160 | $26.2 萬 | 0.08% | +3,160 | 新進 |
| Masso Torrence Wealth Management Inc. | 3,162 | $26.2 萬 | 0.18% | +3,162 | 新進 |
| Belpointe Asset Management LLC | 3,168 | $26.3 萬 | 0.02% | +3,168 | 新進 |
| XML Financial, LLC | 3,170 | $26.3 萬 | 0.03% | +3,170 | 新進 |
| Cypress Wealth Services, LLC | 3,187 | $26.4 萬 | 0.07% | +3,187 | 新進 |
| Sivia Capital Partners, LLC | 3,195 | $26.5 萬 | 0.20% | +3,195 | 新進 |
| Valeo Financial Advisors, LLC | 3,208 | $26.6 萬 | 0.01% | +3,208 | 新進 |
| Stratos Wealth Partners, LTD. | 3,222 | $26.7 萬 | 0.00% | +3,222 | 新進 |
| Keel Point, LLC | 3,225 | $26.7 萬 | 0.03% | −61−1.9% | 減碼 |
| Ostrum Asset Management | 3,247 | $26.9 萬 | 0.02% | +13+0.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 3,323 | $27.5 萬 | 0.02% | −57−1.7% | 減碼 |
| Carmichael Hill & Associates, Inc. | 3,365 | $27.9 萬 | 0.12% | +8+0.2% | 加碼 |
| FreeGulliver LLC | 3,373 | $27.9 萬 | 0.37% | +3,373 | 新進 |
| Glenview Trust Co | 3,375 | $28.0 萬 | 0.01% | −4,287−56.0% | 減碼 |
| We Are One Seven, LLC | 3,391 | $28.1 萬 | 0.02% | −942−21.7% | 減碼 |
| Legacy Advisors, LLC | 3,414 | $28.3 萬 | 0.04% | +3,414 | 新進 |
| Fundamentun, LLC | 3,428 | $28.4 萬 | 0.03% | +3,428 | 新進 |
| Aspen Grove Capital, LLC | 3,433 | $28.6 萬 | 0.09% | −49−1.4% | 減碼 |
| Johnson Investment Counsel Inc | 3,466 | $28.7 萬 | 0.00% | −290−7.7% | 減碼 |
| Panagora Asset Management Inc | 3,532 | $29.3 萬 | 0.00% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,551 | $29.4 萬 | 0.13% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 3,555 | $29.5 萬 | 0.07% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,567 | $29.6 萬 | 0.00% | +196+5.8% | 加碼 |
| TFB Advisors LLC | 3,601 | $29.8 萬 | 0.15% | −71−1.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 3,615 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Symmetry Partners, LLC | 3,597 | $30.1 萬 | 0.02% | −1,311−26.7% | 減碼 |
| Wealth Alliance | 3,638 | $30.1 萬 | 0.04% | +3,638 | 新進 |
| L.M. Kohn & Company | 3,645 | $30.2 萬 | 0.10% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 3,657 | $30.3 萬 | 0.00% | +3,657 | 新進 |
| Dynamic Advisor Solutions LLC | 3,732 | $30.3 萬 | 0.01% | +364+10.8% | 加碼 |
| Lakeview Capital Partners, LLC | 3,668 | $30.4 萬 | 0.05% | −66−1.8% | 減碼 |
| Peapack Gladstone Financial Corp | 3,666 | $30.5 萬 | 0.01% | +10.0% | 加碼 |
| Summit Financial, LLC | 3,694 | $30.6 萬 | 0.02% | +348+10.4% | 加碼 |
| Western Pacific Wealth Management, LP | 3,701 | $30.7 萬 | 0.22% | +135+3.8% | 加碼 |
| Resurgent Financial Advisors LLC | 3,708 | $30.7 萬 | 0.19% | 00.0% | 不變 |
| XTX Topco Ltd | 3,709 | $30.7 萬 | 0.07% | +3,709 | 新進 |
| Greenleaf Trust | 3,741 | $31.0 萬 | 0.00% | +78+2.1% | 加碼 |
| Ssi Investment Management LLC | 3,752 | $31.1 萬 | 0.02% | −14−0.4% | 減碼 |
| TAGStone Capital, Inc. | 3,753 | $31.1 萬 | 0.20% | +8+0.2% | 加碼 |
| Desjardins Global Asset Management Inc. | 3,767 | $31.2 萬 | 0.03% | +51+1.4% | 加碼 |
| Umb Bank N A | 3,800 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 3,768 | $31.5 萬 | 0.00% | +3,768 | 新進 |
| Ade, LLC | 3,805 | $31.5 萬 | 0.22% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 3,850 | $31.9 萬 | 0.04% | +3,850 | 新進 |
| Edge Capital Group, LLC | 3,899 | $32.3 萬 | 0.02% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,915 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| Operose Advisors LLC | 3,925 | $32.5 萬 | 0.13% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 4,001 | $33.1 萬 | 0.09% | +61+1.5% | 加碼 |
| Hodges Capital Management Inc. | 4,012 | $33.2 萬 | 0.02% | +5+0.1% | 加碼 |
| Venture Visionary Partners LLC | 4,039 | $33.5 萬 | 0.02% | −199−4.7% | 減碼 |
| Essex Savings Bank | 4,057 | $33.6 萬 | 0.10% | +4,057 | 新進 |
| Ethic Inc. | 4,062 | $33.7 萬 | 0.01% | −3,913−49.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,134 | $34.3 萬 | 0.02% | +3,116+306.1% | 加碼 |
| Watershed Private Wealth LLC | 4,157 | $34.4 萬 | 0.19% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 4,165 | $34.5 萬 | 0.08% | +4,165 | 新進 |
| Fort Sheridan Advisors LLC | 4,181 | $34.6 萬 | 0.07% | +103+2.5% | 加碼 |
| Axxcess Wealth Management, LLC | 4,182 | $34.6 萬 | 0.01% | +4,182 | 新進 |
| MONECO Advisors, LLC | 4,189 | $34.7 萬 | 0.07% | 00.0% | 不變 |
| Boulder Hill Capital Management LP | 4,200 | $34.8 萬 | 0.19% | +4,200 | 新進 |
| Concurrent Investment Advisors, LLC | 4,236 | $35.1 萬 | 0.02% | +4,236 | 新進 |
| Crossmark Global Holdings, Inc. | 4,279 | $35.5 萬 | 0.01% | +374+9.6% | 加碼 |
| BlueCrest Capital Management Ltd | 4,300 | $35.6 萬 | 0.06% | +4,300 | 新進 |
| Kovack Advisors, Inc. | 4,304 | $35.7 萬 | 0.04% | −229−5.1% | 減碼 |
| SageView Advisory Group, LLC | 4,063 | $35.7 萬 | 0.02% | +4,063 | 新進 |
| GWM Advisors LLC | 4,367 | $36.2 萬 | 0.00% | +404+10.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,398 | $36.4 萬 | 0.00% | +4,332+6,563.6% | 加碼 |
| UniSuper Management Pty Ltd | 4,400 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,409 | $36.5 萬 | 0.01% | +374+9.3% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,416 | $36.6 萬 | 0.04% | −429−8.9% | 減碼 |
| Register Financial Advisors LLC | 4,439 | $36.8 萬 | 0.25% | +3+0.1% | 加碼 |
| Gateway Advisory, LLC | 4,500 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $37.3 萬 | 0.10% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 4,500 | $37.3 萬 | 0.06% | +4,500 | 新進 |
| Guggenheim Capital LLC | 4,524 | $37.5 萬 | 0.00% | −4,571−50.3% | 減碼 |
| Calamos Wealth Management LLC | 4,528 | $37.5 萬 | 0.02% | −108−2.3% | 減碼 |
| Family Management Corp | 4,538 | $37.6 萬 | 0.08% | −1,465−24.4% | 減碼 |
| CIC Wealth, LLC | 4,555 | $37.7 萬 | 0.12% | +4,555 | 新進 |
| Leonteq Securities AG | 4,565 | $37.8 萬 | 0.05% | −374−7.6% | 減碼 |
| RDA Financial Network | 4,614 | $38.2 萬 | 0.14% | +42+0.9% | 加碼 |
| Resources Investment Advisors, LLC. | 4,615 | $38.2 萬 | 0.01% | +4,615 | 新進 |
| Arkadios Wealth Advisors | 4,665 | $38.7 萬 | 0.03% | +267+6.1% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $38.9 萬 | 0.15% | 00.0% | 不變 |
| Fusion Capital, LLC | 4,701 | $38.9 萬 | 0.20% | +11+0.2% | 加碼 |
| Ieq Capital, LLC | 4,701 | $39.0 萬 | 0.01% | −601−11.3% | 減碼 |
| First City Capital Management, Inc. | 4,750 | $39.4 萬 | 0.23% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,800 | $39.8 萬 | 0.08% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $39.9 萬 | 0.32% | 00.0% | 不變 |
| Prospera Financial Services Inc | 4,816 | $39.9 萬 | 0.01% | −132−2.7% | 減碼 |
| TrinityPoint Wealth, LLC | 4,820 | $39.9 萬 | 0.07% | +26+0.5% | 加碼 |
| 9258 Wealth Management, LLC | 4,832 | $40.0 萬 | 0.07% | +10.0% | 加碼 |
| JustInvest LLC | 4,835 | $40.1 萬 | 0.01% | −1,272−20.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $40.1 萬 | 0.04% | 00.0% | 不變 |
| Islay Capital Management, LLC | 4,881 | $40.4 萬 | 0.32% | +4,756+3,804.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $41.2 萬 | 0.01% | −25,000−83.4% | 減碼 |
| First Horizon Advisors, Inc. | 4,985 | $41.3 萬 | 0.01% | 00.0% | 不變 |