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 2 季 13F 持有人
KKR & Co. Inc. 在 2024/6/30 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
- 1,068
- 較 2024 年第 1 季 +47 家
- 持有股數
- 5.36 億
- 較 2024 年第 1 季 +3,171 萬 (+6.3%)
- 總市值
- $564.5 億
- 較 2024 年第 1 季 +$57.4 億 (+11.3%)
- 新進機構
- 138
- 另有 449 家加碼
- 清倉機構
- 91
- 另有 309 家減碼
另有 12 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 3,555 | $37.4 萬 | 0.08% | 00.0% | 不變 |
| Panagora Asset Management Inc | 3,564 | $37.5 萬 | 0.00% | −208−5.5% | 減碼 |
| Atomi Financial Group, Inc. | 3,570 | $37.6 萬 | 0.03% | +1,485+71.2% | 加碼 |
| L.M. Kohn & Company | 3,572 | $37.6 萬 | 0.10% | −73−2.0% | 減碼 |
| New Century Financial Group, LLC | 3,573 | $37.6 萬 | 0.16% | +3,573 | 新進 |
| Leo Wealth, LLC | 3,576 | $37.6 萬 | 0.04% | +5+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 3,591 | $37.7 萬 | 0.01% | −25−0.7% | 減碼 |
| Trust Co of Kansas | 3,593 | $37.8 萬 | 0.20% | +3,593 | 新進 |
| Clearwater Capital Advisors, LLC | 3,595 | $37.8 萬 | 0.04% | −264−6.8% | 減碼 |
| Symmetry Partners, LLC | 3,597 | $37.9 萬 | 0.02% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 3,606 | $38.0 萬 | 0.01% | −2,275−38.7% | 減碼 |
| HHM Wealth Advisors, LLC | 3,609 | $38.0 萬 | 0.06% | +2,209+157.8% | 加碼 |
| Ethic Inc. | 3,626 | $38.2 萬 | 0.01% | −574−13.7% | 減碼 |
| Westpac Banking Corp | 3,626 | $38.2 萬 | 0.03% | +2,303+174.1% | 加碼 |
| Legacy Advisors, LLC | 3,663 | $38.5 萬 | 0.05% | −4,791−56.7% | 減碼 |
| Ssi Investment Management LLC | 3,706 | $39.0 萬 | 0.03% | −5−0.1% | 減碼 |
| Resurgent Financial Advisors LLC | 3,760 | $39.6 萬 | 0.25% | +3+0.1% | 加碼 |
| TAGStone Capital, Inc. | 3,766 | $39.6 萬 | 0.22% | +6+0.2% | 加碼 |
| Hardin Capital Partners, LLC | 3,800 | $40.0 萬 | 0.26% | +3,800 | 新進 |
| Ade, LLC | 3,805 | $40.0 萬 | 0.27% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $40.1 萬 | 0.32% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 3,835 | $40.4 萬 | 0.10% | −166−4.1% | 減碼 |
| Calamos Wealth Management LLC | 3,857 | $40.6 萬 | 0.02% | −671−14.8% | 減碼 |
| Greenleaf Trust | 3,869 | $40.7 萬 | 0.00% | +128+3.4% | 加碼 |
| Tradition Wealth Management, LLC | 3,915 | $41.2 萬 | 0.04% | +120+3.2% | 加碼 |
| Operose Advisors LLC | 3,925 | $41.3 萬 | 0.15% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,941 | $41.5 萬 | 0.02% | +260+7.1% | 加碼 |
| Shelton Capital Management | 3,943 | $41.5 萬 | 0.01% | +3,943 | 新進 |
| Arkadios Wealth Advisors | 3,951 | $41.6 萬 | 0.03% | −59−1.5% | 減碼 |
| Insigneo Advisory Services, LLC | 3,955 | $42.0 萬 | 0.05% | +3,955 | 新進 |
| Register Financial Advisors LLC | 3,993 | $42.0 萬 | 0.21% | +2+0.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 4,022 | $42.3 萬 | 0.08% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 4,029 | $42.4 萬 | 0.07% | −153−3.7% | 減碼 |
| Valeo Financial Advisors, LLC | 4,052 | $42.6 萬 | 0.01% | +341+9.2% | 加碼 |
| Huntington National Bank | 4,059 | $42.7 萬 | 0.00% | +624+18.2% | 加碼 |
| Total Clarity Wealth Management, Inc. | 4,060 | $42.7 萬 | 0.15% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,099 | $43.1 萬 | 0.02% | −409−9.1% | 減碼 |
| Concord Wealth Partners | 4,132 | $43.5 萬 | 0.08% | +11+0.3% | 加碼 |
| Watershed Private Wealth LLC | 4,157 | $43.7 萬 | 0.19% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 4,167 | $43.9 萬 | 0.05% | −84−2.0% | 減碼 |
| Pier 88 Investment Partners LLC | 4,200 | $44.2 萬 | 0.10% | −14,400−77.4% | 減碼 |
| Hamilton Capital Partners Inc. | 4,200 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| FreeGulliver LLC | 4,225 | $44.5 萬 | 0.30% | +10.0% | 加碼 |
| MONECO Advisors, LLC | 4,230 | $44.5 萬 | 0.07% | −50−1.2% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,231 | $44.5 萬 | 0.08% | +99+2.4% | 加碼 |
| Gateway Advisory, LLC | 4,234 | $44.6 萬 | 0.08% | −216−4.9% | 減碼 |
| Inceptionr LLC | 4,241 | $44.6 萬 | 0.13% | −5,437−56.2% | 減碼 |
| Venture Visionary Partners LLC | 4,272 | $45.0 萬 | 0.02% | +232+5.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,290 | $45.1 萬 | 0.01% | +137+3.3% | 加碼 |
| EP Wealth Advisors, LLC | 4,291 | $45.2 萬 | 0.00% | +129+3.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 4,436 | $46.7 萬 | 0.01% | +1,295+41.2% | 加碼 |
| RDA Financial Network | 4,440 | $46.7 萬 | 0.15% | −91−2.0% | 減碼 |
| Lake Street Advisors Group, LLC | 4,490 | $47.3 萬 | 0.02% | −740−14.1% | 減碼 |
| Dana Investment Advisors, Inc. | 4,493 | $47.3 萬 | 0.02% | +15+0.3% | 加碼 |
| First City Capital Management, Inc. | 4,496 | $47.3 萬 | 0.27% | −254−5.3% | 減碼 |
| Baldwin Investment Management, LLC | 4,500 | $47.4 萬 | 0.06% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $47.4 萬 | 0.11% | 00.0% | 不變 |
| Entropy Technologies, LP | 4,510 | $47.5 萬 | 0.05% | −16,513−78.5% | 減碼 |
| Apollon Wealth Management, LLC | 4,513 | $47.5 萬 | 0.01% | −127−2.7% | 減碼 |
| Keel Point, LLC | 4,113 | $47.6 萬 | 0.04% | +281+7.3% | 加碼 |
| Family Management Corp | 4,538 | $47.8 萬 | 0.08% | 00.0% | 不變 |
| Oak Thistle LLC | 4,538 | $47.8 萬 | 0.35% | +4,538 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $47.9 萬 | 0.03% | −6,575−59.1% | 減碼 |
| Mount Lucas Management LP | 4,604 | $48.5 萬 | 0.17% | +4,604 | 新進 |
| Islay Capital Management, LLC | 4,656 | $49.0 萬 | 0.35% | −225−4.6% | 減碼 |
| Crestwood Advisors Group LLC | 4,658 | $49.0 萬 | 0.01% | +94+2.1% | 加碼 |
| Emprise Bank | 4,681 | $49.3 萬 | 0.30% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $49.5 萬 | 0.17% | 00.0% | 不變 |
| Fusion Capital, LLC | 4,716 | $49.6 萬 | 0.23% | +7+0.1% | 加碼 |
| Sweeney & Michel, LLC | 4,724 | $49.9 萬 | 0.21% | +7+0.1% | 加碼 |
| TrinityPoint Wealth, LLC | 4,785 | $50.4 萬 | 0.08% | −35−0.7% | 減碼 |
| Duncker Streett & Co Inc | 4,800 | $50.5 萬 | 0.10% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 4,806 | $50.6 萬 | 0.01% | −15,818−76.7% | 減碼 |
| Emerald Advisers, LLC | 4,836 | $50.9 萬 | 0.02% | +4,836 | 新進 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $50.9 萬 | 0.05% | 00.0% | 不變 |
| Okabena Investment Services Inc | 4,854 | $51.1 萬 | 0.16% | −11,469−70.3% | 減碼 |
| MGB Wealth Management, LLC | 4,650 | $51.5 萬 | 0.19% | +150+3.3% | 加碼 |
| Samalin Investment Counsel, LLC | 4,893 | $51.5 萬 | 0.24% | −443−8.3% | 減碼 |
| TradeLink Capital LLC | 4,900 | $51.6 萬 | 1.49% | +4,900 | 新進 |
| Carolinas Wealth Consulting LLC | 4,907 | $51.6 萬 | 0.10% | −32−0.6% | 減碼 |
| Glenview Trust Co | 4,954 | $52.1 萬 | 0.01% | +1,590+47.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,972 | $52.3 萬 | 0.02% | −219−4.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 5,014 | $52.8 萬 | 0.02% | +2,165+76.0% | 加碼 |
| DRW Securities, LLC | 5,031 | $52.9 萬 | 0.03% | −25,369−83.5% | 減碼 |
| TFB Advisors LLC | 5,035 | $53.0 萬 | 0.17% | +412+8.9% | 加碼 |
| Fountainhead AM, LLC | 5,044 | $53.1 萬 | 0.13% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 5,058 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| NFC Investments, LLC | 5,140 | $54.1 萬 | 0.16% | 00.0% | 不變 |
| BNP Paribas | 5,150 | $54.2 萬 | 0.03% | +300+6.2% | 加碼 |
| Guinness Asset Management LTD | 5,167 | $54.4 萬 | 0.01% | −739−12.5% | 減碼 |
| Leonteq Securities AG | 5,177 | $54.5 萬 | 0.08% | +824+18.9% | 加碼 |
| Marex Group plc | 5,218 | $54.9 萬 | 0.01% | +5,218 | 新進 |
| Baker Tilly Wealth Management, LLC | 5,244 | $55.2 萬 | 0.23% | +106+2.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,273 | $55.5 萬 | 0.03% | −951−15.3% | 減碼 |
| Prospera Financial Services Inc | 5,276 | $55.5 萬 | 0.02% | +966+22.4% | 加碼 |
| Boothbay Fund Management, LLC | 5,296 | $55.7 萬 | 0.02% | −25,434−82.8% | 減碼 |
| 9258 Wealth Management, LLC | 5,331 | $56.1 萬 | 0.09% | −315−5.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,400 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 5,487 | $57.6 萬 | 0.00% | −9,480−63.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,500 | $57.9 萬 | 0.02% | −259−4.5% | 減碼 |