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 |
|---|---|---|---|---|---|
| Bain Capital Public Equity, LP | 49,725 | $500.1 萬 | 4.12% | −3,462−6.5% | 減碼 |
| Waterfront Wealth Inc. | 51,990 | $494.0 萬 | 1.38% | −200−0.4% | 減碼 |
| Swedbank AB | 49,008 | $492.9 萬 | 0.01% | +3,572+7.9% | 加碼 |
| Maryland State Retirement & Pension System | 51,629 | $485.5 萬 | 0.10% | 00.0% | 不變 |
| CI Private Wealth, LLC | 47,497 | $477.7 萬 | 0.01% | −67,055−58.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,893 | $471.6 萬 | 0.06% | −77−0.2% | 減碼 |
| Samjo Management, LLC | 46,375 | $466.4 萬 | 1.64% | −1,700−3.5% | 減碼 |
| Rational Advisors LLC | 46,300 | $465.7 萬 | 0.43% | +11,300+32.3% | 加碼 |
| Jessup Wealth Management, Inc | 45,863 | $461.3 萬 | 1.98% | −3,892−7.8% | 減碼 |
| Alps Advisors Inc | 45,630 | $458.9 萬 | 0.03% | −1,120−2.4% | 減碼 |
| Pinnacle Financial Partners Inc | 45,394 | $456.6 萬 | 0.10% | +327+0.7% | 加碼 |
| Staley Capital Advisers Inc | 45,000 | $452.6 萬 | 0.21% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 44,647 | $449.1 萬 | 2.61% | +1,066+2.4% | 加碼 |
| Cacti Asset Management LLC | 41,630 | $443.1 萬 | 0.36% | −6,500−13.5% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 43,200 | $434.5 萬 | 0.76% | −12,300−22.2% | 減碼 |
| Nordea Investment Management AB | 42,581 | $431.1 萬 | 0.01% | +3,534+9.1% | 加碼 |
| Teton Advisors, Inc. | 42,500 | $427.5 萬 | 1.51% | −7,500−15.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 41,949 | $421.9 萬 | 0.00% | −463−1.1% | 減碼 |
| Marvin & Palmer Associates Inc | 41,920 | $421.6 萬 | 4.18% | −660−1.6% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $421.2 萬 | 1.10% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 41,726 | $419.7 萬 | 0.01% | +2,064+5.2% | 加碼 |
| IFP Advisors, Inc | 41,418 | $416.6 萬 | 0.18% | +343+0.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 40,363 | $406.0 萬 | 0.09% | +2,242+5.9% | 加碼 |
| Rothschild Investment LLC | 39,633 | $398.6 萬 | 0.29% | −1,400−3.4% | 減碼 |
| Curbstone Financial Management Corp | 39,548 | $397.8 萬 | 0.86% | −3,000−7.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,535 | $397.6 萬 | 0.01% | −38,520−49.3% | 減碼 |
| Mackenzie Financial Corp | 39,264 | $394.9 萬 | 0.01% | +7,633+24.1% | 加碼 |
| Amalgamated Bank | 38,947 | $391.7 萬 | 0.03% | −21,708−35.8% | 減碼 |
| KBC Group NV | 38,732 | $389.6 萬 | 0.01% | −17,727−31.4% | 減碼 |
| US Bancorp | 38,435 | $386.6 萬 | 0.01% | +4,204+12.3% | 加碼 |
| Employees Retirement System of Texas | 37,188 | $374.0 萬 | 0.04% | +37,188 | 新進 |
| Close Asset Management Ltd | 36,720 | $369.3 萬 | 0.13% | +491+1.4% | 加碼 |
| Atria Investments LLC | 36,702 | $369.1 萬 | 0.05% | +7,050+23.8% | 加碼 |
| Bessemer Group Inc | 36,455 | $366.7 萬 | 0.01% | +18,848+107.0% | 加碼 |
| Walleye Capital LLC | 36,079 | $362.9 萬 | 0.04% | −8,872−19.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,814 | $359.9 萬 | 0.01% | +12,504+42.7% | 加碼 |
| Comerica Bank | 35,249 | $354.5 萬 | 0.02% | +5,271+17.6% | 加碼 |
| Concentric Capital Strategies, LP | 35,186 | $353.9 萬 | 0.23% | +35,186 | 新進 |
| Guardian Wealth Management, Inc. | 34,905 | $351.1 萬 | 2.70% | −944−2.6% | 減碼 |
| Avitas Wealth Management LLC | 34,869 | $350.7 萬 | 0.53% | −408−1.2% | 減碼 |
| Sabal Trust CO | 34,780 | $349.8 萬 | 0.20% | −51−0.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 33,953 | $341.5 萬 | 0.39% | −233−0.7% | 減碼 |
| Cresset Asset Management, LLC | 33,631 | $338.3 萬 | 0.02% | −2,141−6.0% | 減碼 |
| TD Private Client Wealth LLC | 33,622 | $338.2 萬 | 0.11% | +33,130+6,733.7% | 加碼 |
| Pathstone Holdings, LLC | 33,558 | $337.5 萬 | 0.02% | +14,107+72.5% | 加碼 |
| Glenmede Trust Co NA | 33,149 | $333.4 萬 | 0.02% | +17,033+105.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 32,834 | $330.2 萬 | 0.04% | +1,886+6.1% | 加碼 |
| Capital Analysts, LLC | 32,831 | $330.2 萬 | 0.15% | +468+1.4% | 加碼 |
| Point72 Hong Kong Ltd | 32,532 | $327.2 萬 | 0.17% | +32,532 | 新進 |
| Accuvest Global Advisors | 32,484 | $326.7 萬 | 1.43% | −3,100−8.7% | 減碼 |
| Caas Capital Management LP | 32,430 | $326.2 萬 | 1.39% | +32,430 | 新進 |
| Royce & Associates LP | 32,195 | $323.8 萬 | 0.03% | −1,451−4.3% | 減碼 |
| Larson Financial Group LLC | 31,769 | $319.5 萬 | 0.25% | −506−1.6% | 減碼 |
| Sit Investment Associates Inc | 31,650 | $318.3 萬 | 0.07% | +4,575+16.9% | 加碼 |
| Richard Bernstein Advisors LLC | 31,626 | $318.1 萬 | 0.07% | +31,626 | 新進 |
| Ingalls & Snyder LLC | 31,576 | $317.6 萬 | 0.14% | −559−1.7% | 減碼 |
| M&T Bank Corp | 31,097 | $312.8 萬 | 0.01% | +5,525+21.6% | 加碼 |
| Proficio Capital Partners LLC | 31,036 | $312.2 萬 | 0.34% | +457+1.5% | 加碼 |
| Boothbay Fund Management, LLC | 30,730 | $309.1 萬 | 0.09% | +30,730 | 新進 |
| Steward Partners Investment Advisory, LLC | 30,679 | $308.6 萬 | 0.03% | +2,385+8.4% | 加碼 |
| DRW Securities, LLC | 30,400 | $305.8 萬 | 0.17% | +14,191+87.6% | 加碼 |
| Regions Financial Corp | 30,177 | $303.5 萬 | 0.02% | +4,119+15.8% | 加碼 |
| Chicago Partners Investment Group LLC | 30,642 | $300.2 萬 | 0.13% | −218−0.7% | 減碼 |
| Maltese Capital Management LLC | 29,600 | $297.7 萬 | 0.57% | −2,200−6.9% | 減碼 |
| Engineers Gate Manager LP | 29,118 | $292.9 萬 | 0.08% | +29,118 | 新進 |
| Intech Investment Management LLC | 28,988 | $291.6 萬 | 0.04% | −950−3.2% | 減碼 |
| TD Waterhouse Canada Inc. | 28,540 | $285.2 萬 | 0.02% | +83+0.3% | 加碼 |
| Bleakley Financial Group, LLC | 28,220 | $283.8 萬 | 0.08% | −7,917−21.9% | 減碼 |
| Simplicity Wealth,LLC | 28,214 | $283.8 萬 | 0.07% | +28,214 | 新進 |
| CIBC Private Wealth Group, LLC | 28,248 | $282.5 萬 | 0.01% | −16,235−36.5% | 減碼 |
| Retireful, LLC | 27,863 | $280.2 萬 | 1.17% | −376−1.3% | 減碼 |
| Barr E S & Co | 27,125 | $272.8 萬 | 0.18% | −1,950−6.7% | 減碼 |
| Rathbone Brothers plc | 27,015 | $271.7 萬 | 0.02% | −315−1.2% | 減碼 |
| Vestcor Inc | 26,562 | $267.2 萬 | 0.09% | +13,536+103.9% | 加碼 |
| Jump Financial, LLC | 26,501 | $266.5 萬 | 0.07% | −1,380−4.9% | 減碼 |
| Gotham Asset Management, LLC | 26,271 | $264.2 萬 | 0.04% | −92−0.3% | 減碼 |
| Wesbanco Bank Inc | 26,197 | $263.5 萬 | 0.10% | +74+0.3% | 加碼 |
| McKinley Capital Management LLC /Delaware | 26,083 | $262.3 萬 | 0.32% | +179+0.7% | 加碼 |
| CIBC Asset Management Inc | 25,808 | $259.6 萬 | 0.01% | +4,494+21.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 25,553 | $257.0 萬 | 0.01% | +17,864+232.3% | 加碼 |
| Baird Financial Group, Inc. | 25,543 | $256.9 萬 | 0.01% | +8,926+53.7% | 加碼 |
| InterOcean Capital Group, LLC | 25,138 | $252.8 萬 | 0.06% | −120.0% | 減碼 |
| Principal Securities, Inc. | 25,134 | $252.8 萬 | 0.08% | +1,562+6.6% | 加碼 |
| Fortitude Family Office, LLC | 25,054 | $252.0 萬 | 1.69% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $251.4 萬 | 0.01% | +25,000 | 新進 |
| Connable Office Inc | 24,786 | $249.3 萬 | 0.28% | −6,728−21.3% | 減碼 |
| Fifth Third Bancorp | 24,631 | $247.7 萬 | 0.01% | +22,904+1,326.2% | 加碼 |
| Caption Management, LLC | 24,500 | $246.4 萬 | 0.27% | +24,500 | 新進 |
| Bank of Nova Scotia | 24,479 | $246.2 萬 | 0.00% | −138,907−85.0% | 減碼 |
| Bridgewater Associates, LP | 24,410 | $245.5 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 24,208 | $243.5 萬 | 0.00% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 24,010 | $241.5 萬 | 0.03% | −11,681−32.7% | 減碼 |
| Checchi Capital Advisers, LLC | 23,970 | $241.1 萬 | 0.19% | 00.0% | 不變 |
| CIBC World Markets Corp | 23,552 | $236.9 萬 | 0.02% | +7,534+47.0% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 23,500 | $236.3 萬 | 0.19% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 23,489 | $236.3 萬 | 0.18% | −1,228−5.0% | 減碼 |
| Mercer Global Advisors Inc | 23,238 | $233.7 萬 | 0.01% | +5,563+31.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 44,909 | $233.2 萬 | 0.15% | +26,080+138.5% | 加碼 |
| Blair William & Co | 22,916 | $230.5 萬 | 0.01% | −3,726−14.0% | 減碼 |
| Siemens Fonds Invest GmbH | 22,751 | $228.8 萬 | 0.18% | 00.0% | 不變 |