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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 7,311 | $73.5 萬 | 0.20% | +680+10.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,090 | $71.3 萬 | 0.04% | +5+0.1% | 加碼 |
| Fidelis Capital Partners, LLC | 7,090 | $71.3 萬 | 0.11% | +1,543+27.8% | 加碼 |
| Linscomb & Williams, Inc. | 7,000 | $70.4 萬 | 0.04% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 7,000 | $70.4 萬 | 0.56% | +7,000 | 新進 |
| Marks Group Wealth Management, Inc | 6,972 | $70.1 萬 | 0.07% | −508−6.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,950 | $69.9 萬 | 0.11% | −199−2.8% | 減碼 |
| Steward Partners Investment Solutions, LLC | 6,948 | $69.9 萬 | 0.12% | +6,948 | 新進 |
| Cigna Investments Inc | 6,891 | $69.3 萬 | 0.13% | −115−1.6% | 減碼 |
| Gsa Capital Partners LLP | 6,881 | $69.2 萬 | 0.05% | +6,881 | 新進 |
| American International Group, Inc. | 6,847 | $68.9 萬 | 0.00% | −32−0.5% | 減碼 |
| Vontobel Holding Ltd. | 6,819 | $68.6 萬 | 0.01% | −1,773−20.6% | 減碼 |
| HB Wealth Management, LLC | 6,805 | $68.4 萬 | 0.01% | +161+2.4% | 加碼 |
| Capital CS Group, LLC | 6,689 | $67.3 萬 | 0.67% | +6,689 | 新進 |
| Principal Street Partners, LLC | 6,667 | $67.1 萬 | 0.13% | −1,289−16.2% | 減碼 |
| Old National Bancorp | 6,634 | $66.7 萬 | 0.02% | +595+9.9% | 加碼 |
| Diligent Investors, LLC | 6,594 | $66.3 萬 | 0.17% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 6,500 | $65.4 萬 | 0.05% | 00.0% | 不變 |
| Signaturefd, LLC | 6,495 | $65.3 萬 | 0.01% | +459+7.6% | 加碼 |
| Quantinno Capital Management LP | 6,496 | $65.3 萬 | 0.01% | +963+17.4% | 加碼 |
| Merit Financial Group, LLC | 6,842 | $65.0 萬 | 0.02% | +1,266+22.7% | 加碼 |
| Visionary Wealth Advisors | 6,435 | $64.7 萬 | 0.04% | −281−4.2% | 減碼 |
| First Bank & Trust | 6,432 | $64.7 萬 | 0.13% | +774+13.7% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $64.5 萬 | 0.18% | −3,499−35.3% | 減碼 |
| Sigma Planning Corp | 6,350 | $63.9 萬 | 0.02% | +6,350 | 新進 |
| GWM Advisors LLC | 6,345 | $63.8 萬 | 0.01% | +1,978+45.3% | 加碼 |
| Redwood Investment Management, LLC | 6,333 | $63.7 萬 | 0.06% | −1,279−16.8% | 減碼 |
| Welch & Forbes LLC | 6,275 | $63.1 萬 | 0.01% | −275−4.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,224 | $62.6 萬 | 0.04% | −1,334−17.7% | 減碼 |
| Guggenheim Capital LLC | 6,170 | $62.1 萬 | 0.00% | +1,646+36.4% | 加碼 |
| Spirepoint Private Client, LLC | 6,132 | $61.7 萬 | 0.09% | +6,132 | 新進 |
| Numerai GP LLC | 6,051 | $60.9 萬 | 0.26% | +2,892+91.5% | 加碼 |
| Veriti Management LLC | 6,022 | $60.6 萬 | 0.05% | −2,489−29.2% | 減碼 |
| Guinness Asset Management LTD | 5,906 | $59.4 萬 | 0.01% | −1,058−15.2% | 減碼 |
| CIC Wealth, LLC | 5,885 | $59.2 萬 | 0.17% | +1,330+29.2% | 加碼 |
| Summit Trail Advisors, LLC | 5,881 | $59.2 萬 | 0.02% | +1,472+33.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 5,759 | $57.9 萬 | 0.02% | −209−3.5% | 減碼 |
| Buckingham Strategic Partners | 5,695 | $57.3 萬 | 0.02% | +5,695 | 新進 |
| Good Life Advisors, LLC | 5,672 | $57.1 萬 | 0.05% | +8+0.1% | 加碼 |
| 9258 Wealth Management, LLC | 5,646 | $56.8 萬 | 0.09% | +814+16.8% | 加碼 |
| KCM Investment Advisors LLC | 5,633 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Pearl River Capital, LLC | 5,616 | $56.5 萬 | 0.09% | +5,616 | 新進 |
| Simplex Trading, LLC | 5,548 | $55.8 萬 | 0.02% | −1,628−22.7% | 減碼 |
| MJP Associates Inc | 5,466 | $55.0 萬 | 0.12% | +5,466 | 新進 |
| Arlington Financial Advisors, LLC | 5,465 | $55.0 萬 | 0.12% | 00.0% | 不變 |
| AXA S.A. | 5,433 | $54.6 萬 | 0.00% | −17−0.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,425 | $54.5 萬 | 0.01% | +1,146+26.8% | 加碼 |
| Simon Quick Advisors, LLC | 5,415 | $54.5 萬 | 0.04% | +5,415 | 新進 |
| Bartlett & Co. Wealth Management LLC | 5,400 | $54.3 萬 | 0.01% | −600−10.0% | 減碼 |
| Penserra Capital Management LLC | 5,350 | $53.7 萬 | 0.01% | +4,881+1,040.7% | 加碼 |
| Samalin Investment Counsel, LLC | 5,336 | $53.7 萬 | 0.26% | −445−7.7% | 減碼 |
| Ieq Capital, LLC | 5,252 | $52.8 萬 | 0.01% | +551+11.7% | 加碼 |
| Lake Street Advisors Group, LLC | 5,230 | $52.6 萬 | 0.02% | −902−14.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 5,191 | $52.2 萬 | 0.02% | +1,057+25.6% | 加碼 |
| NFC Investments, LLC | 5,140 | $51.7 萬 | 0.15% | +5,140 | 新進 |
| Baker Tilly Wealth Management, LLC | 5,138 | $51.7 萬 | 0.09% | −102−1.9% | 減碼 |
| Lido Advisors, LLC | 5,072 | $51.0 萬 | 0.00% | −503−9.0% | 減碼 |
| JustInvest LLC | 5,068 | $51.0 萬 | 0.01% | +233+4.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,058 | $50.9 萬 | 0.01% | 00.0% | 不變 |
| Fountainhead AM, LLC | 5,044 | $50.7 萬 | 0.12% | −1,191−19.1% | 減碼 |
| MYDA Advisors LLC | 5,000 | $50.3 萬 | 0.18% | +5,000 | 新進 |
| Rakuten Investment Management, Inc. | 4,978 | $50.1 萬 | 0.00% | +4,566+1,108.3% | 加碼 |
| Resources Investment Advisors, LLC. | 4,944 | $49.7 萬 | 0.01% | +329+7.1% | 加碼 |
| Carolinas Wealth Consulting LLC | 4,939 | $49.7 萬 | 0.10% | +4,117+500.9% | 加碼 |
| Islay Capital Management, LLC | 4,881 | $49.1 萬 | 0.37% | 00.0% | 不變 |
| Deerfield Management Company, L.P. (Series C) | 4,857 | $48.9 萬 | 0.01% | −753−13.4% | 減碼 |
| BNP Paribas | 4,850 | $48.8 萬 | 0.02% | +4,850 | 新進 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $48.7 萬 | 0.05% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 4,845 | $48.6 萬 | 0.03% | −6−0.1% | 減碼 |
| Eschler Asset Management LLP | 4,815 | $48.6 萬 | 0.31% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 4,820 | $48.5 萬 | 0.08% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 4,717 | $48.3 萬 | 0.21% | +4,717 | 新進 |
| Duncker Streett & Co Inc | 4,800 | $48.3 萬 | 0.10% | 00.0% | 不變 |
| First City Capital Management, Inc. | 4,750 | $47.8 萬 | 0.26% | 00.0% | 不變 |
| Fusion Capital, LLC | 4,709 | $47.4 萬 | 0.22% | +8+0.2% | 加碼 |
| Fortress Wealth Group, LLC | 4,631 | $47.3 萬 | 0.25% | −598−11.4% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $47.3 萬 | 0.17% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 4,696 | $47.2 萬 | 0.09% | +4,696 | 新進 |
| Emprise Bank | 4,681 | $47.1 萬 | 0.32% | +4,681 | 新進 |
| Apollon Wealth Management, LLC | 4,640 | $46.7 萬 | 0.01% | −1,507−24.5% | 減碼 |
| Crestwood Advisors Group LLC | 4,564 | $45.9 萬 | 0.01% | +1,858+68.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 4,550 | $45.8 萬 | 0.01% | +4,550 | 新進 |
| Family Management Corp | 4,538 | $45.6 萬 | 0.08% | 00.0% | 不變 |
| RDA Financial Network | 4,531 | $45.6 萬 | 0.16% | −83−1.8% | 減碼 |
| Calamos Wealth Management LLC | 4,528 | $45.5 萬 | 0.03% | 00.0% | 不變 |
| Keystone Investors Pte Ltd | 4,528 | $45.5 萬 | 0.04% | +4,528 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,508 | $45.3 萬 | 0.02% | +4,508 | 新進 |
| MGB Wealth Management, LLC | 4,500 | $45.3 萬 | 0.18% | −600−11.8% | 減碼 |
| Baldwin Investment Management, LLC | 4,500 | $45.3 萬 | 0.06% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $45.3 萬 | 0.10% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 4,478 | $45.0 萬 | 0.01% | −2,452−35.4% | 減碼 |
| Gateway Advisory, LLC | 4,450 | $44.8 萬 | 0.08% | −50−1.1% | 減碼 |
| Evoke Wealth, LLC | 4,416 | $44.4 萬 | 0.01% | +4,416 | 新進 |
| TFB Advisors LLC | 4,623 | $44.0 萬 | 0.16% | +1,022+28.4% | 加碼 |
| Leonteq Securities AG | 4,353 | $43.8 萬 | 0.06% | −212−4.6% | 減碼 |
| First Horizon Advisors, Inc. | 4,350 | $43.8 萬 | 0.01% | −635−12.7% | 減碼 |
| Meeder Advisory Services, Inc. | 4,313 | $43.4 萬 | 0.04% | +463+12.0% | 加碼 |
| Prospera Financial Services Inc | 4,310 | $43.4 萬 | 0.01% | −506−10.5% | 減碼 |
| MONECO Advisors, LLC | 4,280 | $43.0 萬 | 0.07% | +91+2.2% | 加碼 |
| Kovack Advisors, Inc. | 4,251 | $42.8 萬 | 0.05% | −53−1.2% | 減碼 |