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。
2024 年第 1 季 13F 持有人
KKR & Co. Inc. 在 2024/3/31 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
- 1,033
- 較 2023 年第 4 季 +126 家
- 持有股數
- 5.06 億
- 較 2023 年第 4 季 +345.7 萬 (+0.7%)
- 總市值
- $508.4 億
- 較 2023 年第 4 季 +$92.1 億 (+22.1%)
- 新進機構
- 186
- 另有 334 家加碼
- 清倉機構
- 60
- 另有 358 家減碼
另有 11 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 568 | $5.71 萬 | 0.01% | 00.0% | 不變 |
| CVA Family Office, LLC | 575 | $5.78 萬 | 0.01% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 604 | $6.08 萬 | 0.01% | +604 | 新進 |
| FRG Family Wealth Advisors LLC | 663 | $6.17 萬 | 0.01% | +663 | 新進 |
| Washington Trust Advisors, Inc. | 620 | $6.23 萬 | 0.01% | −7−1.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 680 | $6.80 萬 | 0.00% | +666+4,757.1% | 加碼 |
| Bruce G. Allen Investments, LLC | 723 | $7.27 萬 | 0.06% | +80+12.4% | 加碼 |
| TSFG, LLC | 726 | $7.30 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 749 | $7.53 萬 | 0.03% | +749 | 新進 |
| Canton Hathaway, LLC | 800 | $8.00 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 830 | $8.10 萬 | 0.00% | −1,219−59.5% | 減碼 |
| NBT Bank N A | 860 | $8.65 萬 | 0.01% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 861 | $8.66 萬 | 0.03% | +844+4,964.7% | 加碼 |
| EntryPoint Capital, LLC | 894 | $8.99 萬 | 0.08% | −2,086−70.0% | 減碼 |
| Northwest Bank & Trust Co | 1,000 | $9.31 萬 | 0.09% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 977 | $9.82 萬 | 0.01% | +2+0.2% | 加碼 |
| Perkins Coie Trust Co | 984 | $9.90 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 984 | $9.90 萬 | 0.01% | +8+0.8% | 加碼 |
| Delta Asset Management LLC | 991 | $9.97 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 1,000 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Motco | 1,000 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 1,000 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 1,025 | $10.3 萬 | 0.05% | −500−32.8% | 減碼 |
| Allworth Financial LP | 1,046 | $10.5 萬 | 0.00% | +56+5.7% | 加碼 |
| Johnson Financial Group, Inc. | 1,084 | $10.9 萬 | 0.01% | −1,805−62.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,100 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 1,192 | $12.0 萬 | 0.04% | −80−6.3% | 減碼 |
| Hollencrest Capital Management | 1,240 | $12.5 萬 | 0.01% | +975+367.9% | 加碼 |
| Valley National Advisers Inc | 1,282 | $12.8 萬 | 0.02% | +493+62.5% | 加碼 |
| Private Trust Co NA | 1,286 | $12.9 萬 | 0.01% | +539+72.2% | 加碼 |
| Brown Brothers Harriman & Co | 1,312 | $13.2 萬 | 0.00% | −774−37.1% | 減碼 |
| Lindbrook Capital, LLC | 1,318 | $13.3 萬 | 0.01% | +54+4.3% | 加碼 |
| Westpac Banking Corp | 1,323 | $13.3 萬 | 0.01% | +76+6.1% | 加碼 |
| Parkside Financial Bank & Trust | 1,339 | $13.5 萬 | 0.02% | +115+9.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,367 | $13.7 萬 | 0.04% | +107+8.5% | 加碼 |
| Stelac Advisory Services LLC | 1,376 | $13.8 萬 | 0.07% | +1,376 | 新進 |
| HHM Wealth Advisors, LLC | 1,400 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Covestor Ltd | 1,463 | $14.7 萬 | 0.09% | +1,106+309.8% | 加碼 |
| Hoey Investments, Inc | 1,569 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,614 | $16.2 萬 | 0.01% | +1,597+9,394.1% | 加碼 |
| Tower View Investment Management & Research LLC | 1,629 | $16.4 萬 | 0.10% | +3+0.2% | 加碼 |
| Bogart Wealth, LLC | 1,702 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,751 | $17.6 萬 | 0.02% | −182−9.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,891 | $19.0 萬 | 0.03% | 00.0% | 不變 |
| American Capital Advisory, LLC | 3,625 | $19.0 萬 | 0.17% | +1,000+38.1% | 加碼 |
| MidAtlantic Capital Management, Inc. | 1,897 | $19.1 萬 | 0.17% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,900 | $19.1 萬 | 0.09% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,926 | $19.4 萬 | 0.00% | +1,608+505.7% | 加碼 |
| St Germain D J Co Inc | 1,983 | $19.9 萬 | 0.01% | +10+0.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,003 | $20.1 萬 | 0.02% | +2,003 | 新進 |
| Wellington Shields Capital Management, LLC | 2,000 | $20.1 萬 | 0.04% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,000 | $20.1 萬 | 0.01% | +2,000 | 新進 |
| Bahl & Gaynor Inc | 2,000 | $20.1 萬 | 0.00% | +2,000 | 新進 |
| Douglass Winthrop Advisors, LLC | 2,000 | $20.1 萬 | 0.00% | +2,000 | 新進 |
| Benin Management CORP | 2,000 | $20.1 萬 | 0.06% | +2,000 | 新進 |
| Aureus Asset Management, LLC | 2,000 | $20.1 萬 | 0.01% | +2,000 | 新進 |
| Harbor Advisors LLC | 2,000 | $20.1 萬 | 0.04% | +2,000 | 新進 |
| VELA Investment Management, LLC | 2,009 | $20.2 萬 | 0.07% | +2,009 | 新進 |
| Fairview Capital Investment Management, LLC | 2,026 | $20.4 萬 | 0.01% | +2,026 | 新進 |
| BTC Capital Management, Inc. | 2,050 | $20.6 萬 | 0.02% | +2,050 | 新進 |
| Aveo Capital Partners, LLC | 2,175 | $20.7 萬 | 0.02% | +2,175 | 新進 |
| Imprint Wealth LLC | 2,067 | $20.7 萬 | 0.05% | +2,067 | 新進 |
| Better Money Decisions, LLC | 2,069 | $20.8 萬 | 0.17% | +2,069 | 新進 |
| AA Financial Advisors, LLC | 2,080 | $20.9 萬 | 0.08% | +2,080 | 新進 |
| Atomi Financial Group, Inc. | 2,085 | $21.0 萬 | 0.02% | +2,085 | 新進 |
| Beaton Management Co. Inc. | 2,100 | $21.1 萬 | 0.11% | +2,100 | 新進 |
| Benedetti & Gucer, Inc. | 2,112 | $21.2 萬 | 0.11% | −332−13.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,110 | $21.2 萬 | 0.03% | +2,110 | 新進 |
| Lantz Financial LLC | 2,111 | $21.2 萬 | 0.07% | +2,111 | 新進 |
| Foundations Investment Advisors, LLC | 2,120 | $21.3 萬 | 0.01% | +2,120 | 新進 |
| PFG Advisors | 2,125 | $21.4 萬 | 0.02% | +2,125 | 新進 |
| Aviance Capital Partners, LLC | 2,137 | $21.5 萬 | 0.03% | −620−22.5% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 2,145 | $21.6 萬 | 0.09% | +2,145 | 新進 |
| Guyasuta Investment Advisors Inc | 2,609 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 2,165 | $21.8 萬 | 0.08% | +2,165 | 新進 |
| William Blair Investment Management, LLC | 2,188 | $22.0 萬 | 0.00% | −496−18.5% | 減碼 |
| Balentine LLC | 2,190 | $22.0 萬 | 0.01% | +2,190 | 新進 |
| Conservest Capital Advisors, Inc. | 2,204 | $22.2 萬 | 0.02% | +2,204 | 新進 |
| Umb Bank N A | 2,225 | $22.4 萬 | 0.00% | −1,575−41.4% | 減碼 |
| Cidel Asset Management Inc | 2,231 | $22.4 萬 | 0.02% | +2,231 | 新進 |
| Drive Wealth Management, LLC | 2,239 | $22.5 萬 | 0.06% | +2,239 | 新進 |
| Garrison Bradford & Associates Inc | 2,251 | $22.6 萬 | 0.23% | +2,251 | 新進 |
| Fundamentun, LLC | 2,249 | $22.6 萬 | 0.02% | −1,179−34.4% | 減碼 |
| MBB Public Markets I LLC | 2,251 | $22.6 萬 | 0.01% | +2,251 | 新進 |
| AMG National Trust Bank | 2,252 | $22.7 萬 | 0.01% | +2,252 | 新進 |
| Wedmont Private Capital | 2,263 | $22.7 萬 | 0.02% | +2,263 | 新進 |
| Sunbelt Securities, Inc. | 2,271 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 2,276 | $22.9 萬 | 0.00% | −1,492−39.6% | 減碼 |
| Pring Turner Capital Group Inc | 2,285 | $23.0 萬 | 0.17% | +2,285 | 新進 |
| Scotia Capital Inc. | 2,288 | $23.0 萬 | 0.00% | +2,288 | 新進 |
| International Assets Investment Management, LLC | 2,308 | $23.1 萬 | 0.02% | +2,308 | 新進 |
| Fifth Lane Capital, LP | 2,324 | $23.4 萬 | 0.30% | +2,324 | 新進 |
| Haverford Trust Co | 2,333 | $23.5 萬 | 0.00% | +2,333 | 新進 |
| Corton Capital Inc. | 2,348 | $23.6 萬 | 0.09% | +2,348 | 新進 |
| Objective Capital Management, LLC | 2,351 | $23.7 萬 | 0.16% | +2,351 | 新進 |
| First National Trust Co | 2,370 | $23.8 萬 | 0.01% | +2,370 | 新進 |
| SRS Capital Advisors, Inc. | 2,382 | $24.0 萬 | 0.03% | +488+25.8% | 加碼 |
| Jefferies Financial Group Inc. | 2,383 | $24.0 萬 | 0.00% | −41,407−94.6% | 減碼 |
| D'Orazio & Associates, Inc. | 2,390 | $24.0 萬 | 0.04% | +2,390 | 新進 |