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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 12,085 | $121.6 萬 | 0.03% | +6,708+124.8% | 加碼 |
| Element Pointe Advisors, LLC | 12,002 | $120.7 萬 | 0.31% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 11,961 | $120.3 萬 | 0.31% | +11,961 | 新進 |
| Spire Wealth Management | 11,875 | $119.4 萬 | 0.03% | +609+5.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,808 | $118.8 萬 | 0.16% | −1,270−9.7% | 減碼 |
| Northeast Investment Management | 11,800 | $118.7 萬 | 0.06% | +3,400+40.5% | 加碼 |
| Level Four Advisory Services, LLC | 13,877 | $115.0 萬 | 0.06% | 00.0% | 不變 |
| Park Avenue Securities LLC | 11,426 | $114.9 萬 | 0.01% | +11,426 | 新進 |
| Virtue Capital Management, LLC | 11,571 | $113.7 萬 | 0.20% | +2,280+24.5% | 加碼 |
| Silvant Capital Management LLC | 11,246 | $113.1 萬 | 0.05% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 11,187 | $112.5 萬 | 0.76% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $111.8 萬 | 0.07% | 00.0% | 不變 |
| New York Life Investment Management LLC | 11,090 | $111.5 萬 | 0.01% | +290+2.7% | 加碼 |
| Snowden Capital Advisors LLC | 11,028 | $110.9 萬 | 0.03% | −1,561−12.4% | 減碼 |
| Advisor OS, LLC | 10,983 | $110.5 萬 | 0.13% | +10,983 | 新進 |
| Davenport & Co LLC | 10,982 | $110.5 萬 | 0.01% | +407+3.8% | 加碼 |
| Chemistry Wealth Management LLC | 10,961 | $110.3 萬 | 0.30% | +157+1.5% | 加碼 |
| Boston Private Wealth LLC | 10,947 | $110.1 萬 | 0.02% | −87−0.8% | 減碼 |
| Trueblood Wealth Management, LLC | 10,834 | $109.0 萬 | 0.62% | −66−0.6% | 減碼 |
| Illinois Municipal Retirement Fund | 10,757 | $108.2 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 10,746 | $108.1 萬 | 0.01% | +171+1.6% | 加碼 |
| Bradley Foster & Sargent Inc | 10,637 | $107.0 萬 | 0.02% | 00.0% | 不變 |
| Hunting Hill Global Capital, LLC | 10,471 | $105.3 萬 | 0.62% | −6,750−39.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 10,457 | $105.2 萬 | 0.04% | +6,221+146.9% | 加碼 |
| Andra AP-fonden | 10,400 | $104.6 萬 | 0.02% | −49,000−82.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 10,347 | $104.1 萬 | 0.03% | −9−0.1% | 減碼 |
| Bokf, NA | 10,405 | $104.0 萬 | 0.02% | +7,347+240.3% | 加碼 |
| Western Wealth Management, LLC | 10,340 | $104.0 萬 | 0.08% | +368+3.7% | 加碼 |
| Financial Management Network Inc | 10,495 | $103.0 萬 | 0.26% | +922+9.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 10,220 | $102.8 萬 | 0.08% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 10,167 | $102.3 萬 | 0.20% | −13−0.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $101.8 萬 | 0.09% | −78−0.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 10,121 | $101.8 萬 | 0.13% | +1,832+22.1% | 加碼 |
| ASB Consultores, LLC | 9,984 | $100.4 萬 | 0.26% | +9,984 | 新進 |
| Verdad Advisers, LP | 9,950 | $100.1 萬 | 1.09% | +9,950 | 新進 |
| Zhang Financial LLC | 9,904 | $99.6 萬 | 0.07% | −761−7.1% | 減碼 |
| Quantbot Technologies LP | 9,870 | $99.3 萬 | 0.06% | −21,741−68.8% | 減碼 |
| Aigen Investment Management, LP | 9,845 | $99.0 萬 | 0.22% | −17,491−64.0% | 減碼 |
| Stamos Capital Partners, L.P. | 9,800 | $98.6 萬 | 0.22% | +3,880+65.5% | 加碼 |
| RW Investment Management LLC | 9,789 | $98.5 萬 | 0.14% | +65+0.7% | 加碼 |
| Driehaus Capital Management LLC | 9,737 | $97.9 萬 | 0.01% | −1,325−12.0% | 減碼 |
| Yorktown Management & Research Co Inc | 9,700 | $97.6 萬 | 0.93% | 00.0% | 不變 |
| Alberta Investment Management Corp | 9,700 | $97.6 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 9,690 | $97.5 萬 | 0.02% | −2,905−23.1% | 減碼 |
| Inceptionr LLC | 9,678 | $97.3 萬 | 0.25% | +9,678 | 新進 |
| Moors & Cabot, Inc. | 9,660 | $97.2 萬 | 0.05% | +181+1.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 9,614 | $96.7 萬 | 0.14% | −2,154−18.3% | 減碼 |
| Agf Management Ltd | 9,418 | $94.7 萬 | 0.01% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 9,284 | $93.4 萬 | 0.03% | −4,100−30.6% | 減碼 |
| Kraematon Investment Advisors, Inc | 9,261 | $93.1 萬 | 0.94% | −1,498−13.9% | 減碼 |
| Machina Capital S.A.S. | 9,258 | $93.1 萬 | 0.49% | −210−2.2% | 減碼 |
| La Banque Postale Asset Management SA | 9,228 | $92.8 萬 | 0.04% | +2,565+38.5% | 加碼 |
| Mutual Advisors, LLC | 9,055 | $91.1 萬 | 0.03% | +65+0.7% | 加碼 |
| Virtus ETF Advisers LLC | 9,020 | $90.7 萬 | 0.48% | +9,020 | 新進 |
| Beacon Pointe Advisors, LLC | 8,986 | $90.4 萬 | 0.01% | −1,169−11.5% | 減碼 |
| Aries Wealth Management | 8,960 | $90.1 萬 | 0.29% | −100−1.1% | 減碼 |
| TownSquare Capital, LLC | 8,857 | $89.1 萬 | 0.01% | −331−3.6% | 減碼 |
| Segment Wealth Management, LLC | 8,850 | $89.0 萬 | 0.07% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 8,794 | $88.5 萬 | 0.01% | −863−8.9% | 減碼 |
| Qtron Investments LLC | 8,706 | $87.6 萬 | 0.12% | −1,421−14.0% | 減碼 |
| Fiduciary Group LLC | 8,700 | $87.5 萬 | 0.10% | 00.0% | 不變 |
| Walleye Trading LLC | 8,697 | $87.5 萬 | 0.01% | +8,697 | 新進 |
| Yousif Capital Management, LLC | 8,679 | $87.3 萬 | 0.01% | +755+9.5% | 加碼 |
| Sciencast Management LP | 8,648 | $87.0 萬 | 0.53% | −10,147−54.0% | 減碼 |
| Epoch Investment Partners, Inc. | 8,646 | $87.0 萬 | 0.00% | −1,127−11.5% | 減碼 |
| E&G Advisors, LP | 8,626 | $86.8 萬 | 0.27% | −100−1.1% | 減碼 |
| Gridiron Partners, LLC | 8,617 | $86.7 萬 | 0.55% | 00.0% | 不變 |
| Virtu Financial LLC | 8,598 | $86.5 萬 | 0.07% | −37,923−81.5% | 減碼 |
| Douglas Lane & Associates, LLC | 8,590 | $86.4 萬 | 0.01% | −2,813−24.7% | 減碼 |
| Sawgrass Asset Management LLC | 8,558 | $86.1 萬 | 0.09% | −300−3.4% | 減碼 |
| Centiva Capital, LP | 8,558 | $86.1 萬 | 0.05% | +8,558 | 新進 |
| Prudential PLC | 8,508 | $85.6 萬 | 0.01% | −11,922−58.4% | 減碼 |
| Smith Shellnut Wilson LLC | 8,508 | $85.6 萬 | 0.45% | 00.0% | 不變 |
| Legacy Advisors, LLC | 8,454 | $85.0 萬 | 0.11% | +5,040+147.6% | 加碼 |
| Forum Financial Management, LP | 8,450 | $85.0 萬 | 0.01% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 8,204 | $82.5 萬 | 0.21% | −2,250−21.5% | 減碼 |
| Advisor Resource Council | 9,953 | $82.5 萬 | 0.35% | +9,953 | 新進 |
| Synovus Financial Corp | 8,119 | $81.7 萬 | 0.01% | −40.0% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,110 | $81.6 萬 | 0.20% | −122−1.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,080 | $81.3 萬 | 0.03% | +1,570+24.1% | 加碼 |
| Corsair Capital Management, L.P. | 8,076 | $81.2 萬 | 0.23% | −109−1.3% | 減碼 |
| Hanseatic Management Services Inc | 8,061 | $81.1 萬 | 1.23% | +234+3.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,920 | $79.7 萬 | 0.06% | +7,920 | 新進 |
| Sage Rhino Capital LLC | 7,915 | $79.6 萬 | 0.19% | +8+0.1% | 加碼 |
| Diversified Trust Co | 7,875 | $79.2 萬 | 0.02% | −35−0.4% | 減碼 |
| Farther Finance Advisors, LLC | 7,907 | $79.1 萬 | 0.05% | +1,235+18.5% | 加碼 |
| CWM, LLC | 7,784 | $78.3 萬 | 0.00% | +570+7.9% | 加碼 |
| Institute for Wealth Management, LLC. | 7,763 | $78.1 萬 | 0.10% | +2,679+52.7% | 加碼 |
| Headlands Technologies LLC | 7,728 | $77.7 萬 | 0.19% | −4,343−36.0% | 減碼 |
| Friedenthal Financial | 7,710 | $77.5 萬 | 0.48% | +7,710 | 新進 |
| ProVise Management Group, LLC | 7,690 | $77.3 萬 | 0.07% | −4,789−38.4% | 減碼 |
| Parallel Advisors, LLC | 7,663 | $77.1 萬 | 0.02% | +172+2.3% | 加碼 |
| Transcend Wealth Collective, LLC | 7,644 | $76.9 萬 | 0.06% | +1,857+32.1% | 加碼 |
| Centaurus Financial, Inc. | 7,617 | $76.6 萬 | 0.05% | +6,184+431.5% | 加碼 |
| GAMMA Investing LLC | 7,593 | $76.4 萬 | 0.16% | +290+4.0% | 加碼 |
| Vident Advisory, LLC | 7,524 | $75.7 萬 | 0.02% | +900+13.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 7,416 | $74.6 萬 | 0.07% | +5,100+220.2% | 加碼 |
| Firethorn Wealth Partners, LLC | 7,389 | $74.3 萬 | 0.44% | −335−4.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 7,379 | $74.2 萬 | 0.03% | +3,647+97.7% | 加碼 |
| RFG Advisory, LLC | 7,326 | $73.7 萬 | 0.03% | +4,822+192.6% | 加碼 |