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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 5,548 | $58.4 萬 | 0.02% | −4,909−46.9% | 減碼 |
| Fortress Wealth Group, LLC | 5,016 | $59.2 萬 | 0.30% | +385+8.3% | 加碼 |
| KCM Investment Advisors LLC | 5,633 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,635 | $59.3 萬 | 0.00% | +1,435+34.2% | 加碼 |
| Zions Bancorporation, N.A. | 5,639 | $59.3 萬 | 0.05% | +2,542+82.1% | 加碼 |
| CIC Wealth, LLC | 5,685 | $59.8 萬 | 0.16% | −200−3.4% | 減碼 |
| Good Life Advisors, LLC | 5,702 | $60.0 萬 | 0.05% | +30+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 5,705 | $62.1 萬 | 0.09% | −1,385−19.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,912 | $62.2 萬 | 0.07% | +3,909+195.2% | 加碼 |
| Engineers Gate Manager LP | 5,920 | $62.3 萬 | 0.01% | −23,198−79.7% | 減碼 |
| Summit Financial, LLC | 5,990 | $63.0 萬 | 0.03% | +2,575+75.4% | 加碼 |
| Spirepoint Private Client, LLC | 6,000 | $63.1 萬 | 0.09% | −132−2.2% | 減碼 |
| Keystone Investors Pte Ltd | 6,081 | $64.0 萬 | 0.05% | +1,553+34.3% | 加碼 |
| Marks Group Wealth Management, Inc | 6,188 | $65.1 萬 | 0.07% | −784−11.2% | 減碼 |
| HighPoint Advisor Group LLC | 5,496 | $65.9 萬 | 0.04% | +651+13.4% | 加碼 |
| Welch & Forbes LLC | 6,250 | $66.0 萬 | 0.01% | −25−0.4% | 減碼 |
| Diligent Investors, LLC | 6,304 | $66.3 萬 | 0.16% | −290−4.4% | 減碼 |
| Old National Bancorp | 6,392 | $67.3 萬 | 0.02% | −242−3.6% | 減碼 |
| Sigma Planning Corp | 6,408 | $67.4 萬 | 0.02% | +58+0.9% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $67.5 萬 | 0.19% | 00.0% | 不變 |
| Visionary Wealth Advisors | 6,435 | $67.7 萬 | 0.04% | 00.0% | 不變 |
| Centiva Capital, LP | 6,449 | $67.9 萬 | 0.03% | −2,109−24.6% | 減碼 |
| Westover Capital Advisors, LLC | 6,465 | $68.0 萬 | 0.18% | +6,465 | 新進 |
| Principle Wealth Partners LLC | 6,520 | $68.6 萬 | 0.05% | +20+0.3% | 加碼 |
| Principal Street Partners, LLC | 6,526 | $68.7 萬 | 0.12% | −141−2.1% | 減碼 |
| First Bank & Trust | 6,536 | $68.8 萬 | 0.14% | +104+1.6% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 6,567 | $69.1 萬 | 0.01% | +1,710+35.2% | 加碼 |
| Merit Financial Group, LLC | 6,671 | $70.2 萬 | 0.02% | −171−2.5% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,696 | $70.5 萬 | 0.10% | −254−3.7% | 減碼 |
| Diversified Trust Co | 6,767 | $71.2 萬 | 0.02% | −1,108−14.1% | 減碼 |
| Capital International Sarl | 6,780 | $71.4 萬 | 0.02% | +6,780 | 新進 |
| One Capital Management, LLC | 6,792 | $71.5 萬 | 0.02% | +6,792 | 新進 |
| ASB Consultores, LLC | 6,800 | $71.6 萬 | 0.26% | −3,184−31.9% | 減碼 |
| Golden State Equity Partners | 6,835 | $71.9 萬 | 0.15% | +6,835 | 新進 |
| Independent Financial Group, LLC | 6,866 | $72.3 萬 | 0.03% | +6,866 | 新進 |
| SageView Advisory Group, LLC | 6,871 | $72.3 萬 | 0.03% | +6,871 | 新進 |
| JustInvest LLC | 6,909 | $72.7 萬 | 0.01% | +1,841+36.3% | 加碼 |
| Cigna Investments Inc | 6,931 | $72.9 萬 | 0.14% | +40+0.6% | 加碼 |
| Firethorn Wealth Partners, LLC | 6,934 | $73.0 萬 | 0.41% | −455−6.2% | 減碼 |
| Signaturefd, LLC | 6,955 | $73.2 萬 | 0.01% | +460+7.1% | 加碼 |
| Integrated Investment Consultants, LLC | 7,311 | $73.5 萬 | 0.20% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 6,988 | $73.5 萬 | 0.00% | +169+2.5% | 加碼 |
| Linscomb & Williams, Inc. | 7,000 | $73.7 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 7,004 | $73.7 萬 | 0.03% | +7,004 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 7,090 | $74.6 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 7,092 | $74.6 萬 | 0.02% | −287−3.9% | 減碼 |
| Arete Wealth Advisors, LLC | 7,109 | $74.8 萬 | 0.06% | +7,109 | 新進 |
| HB Wealth Management, LLC | 7,120 | $74.9 萬 | 0.01% | +315+4.6% | 加碼 |
| Tudor Investment Corp Et Al | 7,176 | $75.5 萬 | 0.01% | +7,176 | 新進 |
| Fifth Third Wealth Advisors LLC | 7,181 | $75.6 萬 | 0.06% | +5,071+240.3% | 加碼 |
| MJP Associates Inc | 7,273 | $76.5 萬 | 0.16% | +1,807+33.1% | 加碼 |
| Jones Financial Companies LLLP | 7,313 | $77.0 萬 | 0.00% | +6,957+1,954.2% | 加碼 |
| GWM Advisors LLC | 7,321 | $77.0 萬 | 0.01% | +976+15.4% | 加碼 |
| Moors & Cabot, Inc. | 7,354 | $77.4 萬 | 0.04% | −2,306−23.9% | 減碼 |
| Bamco Inc | 7,400 | $77.9 萬 | 0.00% | +7,400 | 新進 |
| Meeder Advisory Services, Inc. | 7,432 | $78.2 萬 | 0.06% | +3,119+72.3% | 加碼 |
| PGGM Investments | 7,460 | $78.5 萬 | 0.01% | −5,432−42.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,576 | $79.7 萬 | 0.03% | +4,868+179.8% | 加碼 |
| Institute for Wealth Management, LLC. | 7,654 | $80.6 萬 | 0.11% | −109−1.4% | 減碼 |
| ProVise Management Group, LLC | 7,690 | $80.9 萬 | 0.07% | 00.0% | 不變 |
| Seaport Global Advisors, LLC | 7,713 | $81.2 萬 | 2.91% | +7,713 | 新進 |
| Centaurus Financial, Inc. | 7,715 | $81.2 萬 | 0.05% | +98+1.3% | 加碼 |
| Ieq Capital, LLC | 7,789 | $82.0 萬 | 0.01% | +2,537+48.3% | 加碼 |
| Daymark Wealth Partners, LLC | 7,797 | $82.1 萬 | 0.04% | +7,797 | 新進 |
| GAMMA Investing LLC | 7,818 | $82.3 萬 | 0.11% | +225+3.0% | 加碼 |
| Bayesian Capital Management, LP | 7,900 | $83.1 萬 | 0.10% | −11,526−59.3% | 減碼 |
| Parallel Advisors, LLC | 7,912 | $83.3 萬 | 0.02% | +249+3.2% | 加碼 |
| Sage Rhino Capital LLC | 7,944 | $83.6 萬 | 0.20% | +29+0.4% | 加碼 |
| Corsair Capital Management, L.P. | 8,020 | $84.4 萬 | 0.24% | −56−0.7% | 減碼 |
| Veriti Management LLC | 8,025 | $84.5 萬 | 0.05% | +2,003+33.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,080 | $85.0 萬 | 0.02% | −1,610−16.6% | 減碼 |
| Lido Advisors, LLC | 8,085 | $85.1 萬 | 0.01% | +3,013+59.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,129 | $85.5 萬 | 0.20% | +19+0.2% | 加碼 |
| Synovus Financial Corp | 8,150 | $85.8 萬 | 0.01% | +31+0.4% | 加碼 |
| Abn Amro Investment Solutions | 8,164 | $85.9 萬 | 0.02% | +5,496+206.0% | 加碼 |
| Hanseatic Management Services Inc | 8,198 | $86.3 萬 | 1.30% | +137+1.7% | 加碼 |
| Dantai Capital Ltd | 8,300 | $87.3 萬 | 0.98% | −8,235−49.8% | 減碼 |
| Transcend Wealth Collective, LLC | 8,321 | $87.6 萬 | 0.06% | +677+8.9% | 加碼 |
| CWM, LLC | 8,415 | $88.6 萬 | 0.00% | +631+8.1% | 加碼 |
| Penserra Capital Management LLC | 8,427 | $88.7 萬 | 0.01% | +3,077+57.5% | 加碼 |
| Forum Financial Management, LP | 8,450 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 8,508 | $89.5 萬 | 0.43% | 00.0% | 不變 |
| D.A. Davidson & Co. | 8,526 | $89.7 萬 | 0.01% | −47,948−84.9% | 減碼 |
| La Banque Postale Asset Management SA | 8,568 | $90.2 萬 | 0.04% | −660−7.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,590 | $90.4 萬 | 0.04% | +510+6.3% | 加碼 |
| Douglas Lane & Associates, LLC | 8,590 | $90.4 萬 | 0.01% | 00.0% | 不變 |
| E&G Advisors, LP | 8,600 | $90.5 萬 | 0.27% | −26−0.3% | 減碼 |
| Gridiron Partners, LLC | 8,617 | $90.7 萬 | 0.58% | 00.0% | 不變 |
| Fiduciary Group LLC | 8,700 | $91.6 萬 | 0.10% | 00.0% | 不變 |
| Qtron Investments LLC | 8,706 | $91.6 萬 | 0.13% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 8,774 | $92.3 萬 | 0.45% | −246−2.7% | 減碼 |
| Central Pacific Bank - Trust Division | 8,775 | $92.3 萬 | 0.11% | +8,775 | 新進 |
| Canandaigua National Bank & Trust Co | 8,827 | $92.9 萬 | 0.10% | −787−8.2% | 減碼 |
| Segment Wealth Management, LLC | 8,850 | $93.1 萬 | 0.07% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 9,025 | $95.0 萬 | 0.08% | +4,825+114.9% | 加碼 |
| Horizon Investments, LLC | 9,084 | $95.6 萬 | 0.03% | +9,084 | 新進 |
| Kraematon Investment Advisors, Inc | 9,107 | $95.8 萬 | 0.97% | −154−1.7% | 減碼 |
| Equitable Holdings, Inc. | 9,124 | $96.0 萬 | 0.01% | +330+3.8% | 加碼 |
| Vident Advisory, LLC | 9,151 | $96.3 萬 | 0.03% | +1,627+21.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 9,152 | $96.3 萬 | 0.01% | +166+1.8% | 加碼 |