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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 5,035 | $41.7 萬 | 0.00% | +915+22.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 5,084 | $42.1 萬 | 0.07% | −453−8.2% | 減碼 |
| MGB Wealth Management, LLC | 5,100 | $42.3 萬 | 0.21% | +5,100 | 新進 |
| Fortress Wealth Group, LLC | 5,229 | $42.9 萬 | 0.26% | +88+1.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,240 | $43.4 萬 | 0.07% | −2,271−30.2% | 減碼 |
| Dakota Wealth Management | 5,377 | $44.6 萬 | 0.02% | +117+2.2% | 加碼 |
| QRG Capital Management, Inc. | 5,393 | $44.7 萬 | 0.01% | +32+0.6% | 加碼 |
| AXA S.A. | 5,450 | $45.2 萬 | 0.00% | +5,450 | 新進 |
| Arlington Financial Advisors, LLC | 5,465 | $45.3 萬 | 0.14% | −400−6.8% | 減碼 |
| Quantinno Capital Management LP | 5,533 | $45.8 萬 | 0.02% | +2,030+58.0% | 加碼 |
| Fidelis Capital Partners, LLC | 5,547 | $46.0 萬 | 0.10% | +1,250+29.1% | 加碼 |
| Lido Advisors, LLC | 5,575 | $46.2 萬 | 0.00% | +192+3.6% | 加碼 |
| Merit Financial Group, LLC | 5,576 | $46.2 萬 | 0.01% | +5,576 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 5,610 | $46.5 萬 | 0.01% | +5,610 | 新進 |
| EP Wealth Advisors, LLC | 5,622 | $46.6 萬 | 0.01% | +1,512+36.8% | 加碼 |
| KCM Investment Advisors LLC | 5,633 | $46.7 萬 | 0.02% | −103−1.8% | 減碼 |
| First Bank & Trust | 5,658 | $46.9 萬 | 0.11% | +760+15.5% | 加碼 |
| Good Life Advisors, LLC | 5,664 | $46.9 萬 | 0.05% | +97+1.7% | 加碼 |
| Samalin Investment Counsel, LLC | 5,781 | $47.9 萬 | 0.24% | −90−1.5% | 減碼 |
| Transcend Wealth Collective, LLC | 5,787 | $47.9 萬 | 0.04% | +328+6.0% | 加碼 |
| Auxano Advisors, LLC | 5,895 | $48.8 萬 | 0.16% | +5,895 | 新進 |
| HighPoint Advisor Group LLC | 4,851 | $48.9 萬 | 0.04% | +4,851 | 新進 |
| Stamos Capital Partners, L.P. | 5,920 | $49.0 萬 | 0.13% | −10,880−64.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,968 | $49.4 萬 | 0.02% | +10.0% | 加碼 |
| Lazard Asset Management LLC | 6,000 | $49.7 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 6,036 | $50.0 萬 | 0.01% | +705+13.2% | 加碼 |
| Old National Bancorp | 6,039 | $50.0 萬 | 0.01% | −830−12.1% | 減碼 |
| Bartlett & Co. LLC | 6,000 | $50.1 萬 | 0.01% | −300−4.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,000 | $50.1 萬 | 0.01% | −300−4.8% | 減碼 |
| Wolverine Trading, LLC | 6,056 | $50.2 萬 | 0.00% | −8,288−57.8% | 減碼 |
| Arete Wealth Advisors, LLC | 6,077 | $50.4 萬 | 0.04% | −1,304−17.7% | 減碼 |
| Cutler Group LP | 6,127 | $50.7 萬 | 0.07% | +3,239+112.2% | 加碼 |
| Lake Street Advisors Group, LLC | 6,132 | $50.8 萬 | 0.03% | +6,132 | 新進 |
| Apollon Wealth Management, LLC | 6,147 | $50.9 萬 | 0.02% | +2,387+63.5% | 加碼 |
| Quotient Wealth Partners, LLC | 6,196 | $51.3 萬 | 0.02% | +6,196 | 新進 |
| Fountainhead AM, LLC | 6,235 | $51.7 萬 | 0.14% | −1,494−19.3% | 減碼 |
| Nalls Sherbakoff Group, LLC | 6,348 | $52.6 萬 | 0.47% | 00.0% | 不變 |
| Advisory Services Network, LLC | 6,499 | $53.8 萬 | 0.01% | −397−5.8% | 減碼 |
| Principle Wealth Partners LLC | 6,500 | $53.9 萬 | 0.05% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 6,510 | $53.9 萬 | 0.02% | −210−3.1% | 減碼 |
| Welch & Forbes LLC | 6,550 | $54.3 萬 | 0.01% | 00.0% | 不變 |
| Diligent Investors, LLC | 6,594 | $54.6 萬 | 0.15% | −299−4.3% | 減碼 |
| Cannon Global Investment Management, LLC | 6,600 | $54.7 萬 | 4.10% | −7,700−53.8% | 減碼 |
| Vident Advisory, LLC | 6,624 | $54.9 萬 | 0.01% | +3,148+90.6% | 加碼 |
| Integrated Investment Consultants, LLC | 6,631 | $54.9 萬 | 0.17% | +1,801+37.3% | 加碼 |
| HB Wealth Management, LLC | 6,644 | $55.0 萬 | 0.01% | +594+9.8% | 加碼 |
| La Banque Postale Asset Management SA | 6,663 | $55.2 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,672 | $55.3 萬 | 0.04% | +615+10.2% | 加碼 |
| Visionary Wealth Advisors | 6,716 | $55.6 萬 | 0.04% | −400−5.6% | 減碼 |
| NewEdge Wealth, LLC | 6,860 | $56.8 萬 | 0.01% | +430+6.7% | 加碼 |
| American International Group, Inc. | 6,879 | $57.0 萬 | 0.00% | +7+0.1% | 加碼 |
| Bridgefront Capital, LLC | 6,896 | $57.1 萬 | 0.43% | +6,896 | 新進 |
| Dana Investment Advisors, Inc. | 6,930 | $57.4 萬 | 0.03% | +171+2.5% | 加碼 |
| Guinness Asset Management LTD | 6,964 | $57.7 萬 | 0.01% | −606−8.0% | 減碼 |
| Linscomb & Williams, Inc. | 7,000 | $58.0 萬 | 0.03% | −515−6.9% | 減碼 |
| Ionic Capital Management LLC | 7,000 | $58.0 萬 | 0.28% | +7,000 | 新進 |
| Cigna Investments Inc | 7,006 | $58.0 萬 | 0.12% | +192+2.8% | 加碼 |
| Golden State Equity Partners | 7,005 | $58.0 萬 | 0.14% | −125−1.8% | 減碼 |
| Focus Financial Network Inc | 7,028 | $58.2 萬 | 0.02% | +7,028 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $58.7 萬 | 0.04% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 7,149 | $59.2 萬 | 0.09% | +10.0% | 加碼 |
| Fiduciary Family Office, LLC | 7,157 | $59.3 萬 | 0.26% | +7,157 | 新進 |
| Simplex Trading, LLC | 7,176 | $59.4 萬 | 0.02% | +7,176 | 新進 |
| CWM, LLC | 7,214 | $59.8 萬 | 0.00% | −365−4.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,259 | $60.1 萬 | 0.01% | +547+8.1% | 加碼 |
| Oxford Asset Management LLP | 7,458 | $61.8 萬 | 0.93% | +7,458 | 新進 |
| Marks Group Wealth Management, Inc | 7,480 | $62.0 萬 | 0.07% | +146+2.0% | 加碼 |
| Parallel Advisors, LLC | 7,491 | $62.1 萬 | 0.02% | +39+0.5% | 加碼 |
| Mirabella Financial Services LLP | 7,541 | $62.5 萬 | 0.09% | −34,799−82.2% | 減碼 |
| AQR Capital Management LLC | 7,544 | $62.5 萬 | 0.00% | +371+5.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 7,558 | $62.6 萬 | 0.04% | +10+0.1% | 加碼 |
| Empowered Funds, LLC | 7,613 | $63.1 萬 | 0.02% | +833+12.3% | 加碼 |
| Redwood Investment Management, LLC | 7,612 | $63.1 萬 | 0.06% | −4,324−36.2% | 減碼 |
| GAMMA Investing LLC | 7,303 | $63.2 萬 | 0.17% | +7,303 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 7,689 | $63.7 萬 | 0.00% | +721+10.3% | 加碼 |
| Firethorn Wealth Partners, LLC | 7,724 | $64.0 萬 | 0.42% | −108−1.4% | 減碼 |
| Hanseatic Management Services Inc | 7,827 | $64.8 萬 | 1.13% | +7,827 | 新進 |
| Sage Rhino Capital LLC | 7,907 | $65.5 萬 | 0.17% | 00.0% | 不變 |
| Diversified Trust Co | 7,910 | $65.5 萬 | 0.02% | −2,406−23.3% | 減碼 |
| Yousif Capital Management, LLC | 7,924 | $65.7 萬 | 0.01% | +343+4.5% | 加碼 |
| Principal Street Partners, LLC | 7,956 | $65.9 萬 | 0.16% | −1,667−17.3% | 減碼 |
| Kavar Capital Partners Group, LLC | 8,044 | $66.6 萬 | 0.07% | +4,022+100.0% | 加碼 |
| Synovus Financial Corp | 8,123 | $67.3 萬 | 0.01% | −37−0.5% | 減碼 |
| Corsair Capital Management, L.P. | 8,185 | $67.8 萬 | 0.22% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 8,232 | $68.2 萬 | 0.18% | −2,124−20.5% | 減碼 |
| SYSTM Wealth Solutions LLC | 8,289 | $68.7 萬 | 0.10% | −163−1.9% | 減碼 |
| Northeast Investment Management | 8,400 | $69.6 萬 | 0.04% | +2,400+40.0% | 加碼 |
| Forum Financial Management, LP | 8,450 | $70.0 萬 | 0.01% | +1,299+18.2% | 加碼 |
| Smith Shellnut Wilson LLC | 8,508 | $70.5 萬 | 0.40% | 00.0% | 不變 |
| Veriti Management LLC | 8,511 | $70.5 萬 | 0.06% | +4,595+117.3% | 加碼 |
| Vontobel Holding Ltd. | 8,592 | $71.2 萬 | 0.01% | −1,460−14.5% | 減碼 |
| Gridiron Partners, LLC | 8,617 | $71.4 萬 | 0.50% | +8,617 | 新進 |
| Fiduciary Group LLC | 8,700 | $72.1 萬 | 0.08% | 00.0% | 不變 |
| E&G Advisors, LP | 8,726 | $72.3 萬 | 0.26% | +126+1.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,801 | $72.9 萬 | 0.01% | +8,801 | 新進 |
| Segment Wealth Management, LLC | 8,850 | $73.3 萬 | 0.06% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 8,858 | $73.4 萬 | 0.08% | +421+5.0% | 加碼 |
| Mutual Advisors, LLC | 8,990 | $74.5 萬 | 0.03% | +75+0.8% | 加碼 |
| Aries Wealth Management | 9,060 | $75.1 萬 | 0.27% | 00.0% | 不變 |