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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 13,506 | $142.1 萬 | 0.05% | +231+1.7% | 加碼 |
| Guardian Investment Management | 13,425 | $141.3 萬 | 1.03% | −75−0.6% | 減碼 |
| Capstone Investment Advisors, LLC | 13,282 | $139.8 萬 | 0.03% | +10,772+429.2% | 加碼 |
| FIL Ltd | 13,214 | $139.1 萬 | 0.00% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 13,167 | $138.8 萬 | 0.38% | −259−1.9% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 13,146 | $138.3 萬 | 0.46% | +932+7.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 13,129 | $138.2 萬 | 0.07% | −653−4.7% | 減碼 |
| Commerce Bank | 12,973 | $136.5 萬 | 0.01% | +527+4.2% | 加碼 |
| Northeast Investment Management | 12,800 | $134.7 萬 | 0.06% | +1,000+8.5% | 加碼 |
| Wetherby Asset Management Inc | 12,696 | $133.6 萬 | 0.06% | −13−0.1% | 減碼 |
| IHT Wealth Management, LLC | 12,677 | $133.4 萬 | 0.05% | −109−0.9% | 減碼 |
| Bradley Foster & Sargent Inc | 12,600 | $132.6 萬 | 0.02% | +1,963+18.5% | 加碼 |
| NewEdge Wealth, LLC | 12,597 | $132.6 萬 | 0.03% | +41+0.3% | 加碼 |
| Avantax Advisory Services, Inc. | 12,541 | $132.0 萬 | 0.01% | +9,019+256.1% | 加碼 |
| Fort Pitt Capital Group, LLC | 12,357 | $130.0 萬 | 0.04% | +20+0.2% | 加碼 |
| Vestcor Inc | 12,320 | $129.7 萬 | 0.04% | −14,242−53.6% | 減碼 |
| Driehaus Capital Management LLC | 12,187 | $128.3 萬 | 0.01% | +2,450+25.2% | 加碼 |
| GTS Securities LLC | 12,086 | $127.2 萬 | 0.03% | +12,086 | 新進 |
| Glenmede Trust Co NA | 12,057 | $126.9 萬 | 0.01% | −21,092−63.6% | 減碼 |
| James J. Burns & Company, LLC | 12,033 | $126.6 萬 | 0.25% | +12,033 | 新進 |
| Element Pointe Advisors, LLC | 12,002 | $126.3 萬 | 0.32% | 00.0% | 不變 |
| Quantinno Capital Management LP | 11,990 | $126.2 萬 | 0.02% | +5,494+84.6% | 加碼 |
| Advisory Services Network, LLC | 11,949 | $125.7 萬 | 0.03% | −630−5.0% | 減碼 |
| Highland Capital Management, LLC | 11,882 | $125.0 萬 | 0.07% | −2,363−16.6% | 減碼 |
| Keybank National Association | 11,865 | $124.9 萬 | 0.01% | −715−5.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,833 | $124.5 萬 | 0.09% | +25+0.2% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,668 | $122.8 萬 | 0.12% | +3,748+47.3% | 加碼 |
| Gilbert & Cook, Inc. | 11,462 | $120.6 萬 | 0.18% | −1,766−13.4% | 減碼 |
| Spire Wealth Management | 11,308 | $119.0 萬 | 0.04% | −567−4.8% | 減碼 |
| Farther Finance Advisors, LLC | 11,365 | $118.8 萬 | 0.06% | +3,458+43.7% | 加碼 |
| Silvant Capital Management LLC | 11,246 | $118.4 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 11,238 | $118.3 萬 | 0.02% | +11,238 | 新進 |
| Lynx Capital Group Ltd | 11,187 | $117.7 萬 | 0.81% | 00.0% | 不變 |
| Chemistry Wealth Management LLC | 11,172 | $117.6 萬 | 0.30% | +211+1.9% | 加碼 |
| Financial Management Network Inc | 11,082 | $117.6 萬 | 0.28% | +587+5.6% | 加碼 |
| Prudential PLC | 11,098 | $116.8 萬 | 0.01% | +2,590+30.4% | 加碼 |
| MAI Capital Management | 10,967 | $115.4 萬 | 0.01% | +221+2.1% | 加碼 |
| Boston Private Wealth LLC | 10,961 | $115.4 萬 | 0.03% | +14+0.1% | 加碼 |
| Davenport & Co LLC | 10,907 | $114.8 萬 | 0.01% | −75−0.7% | 減碼 |
| Trueblood Wealth Management, LLC | 10,818 | $113.8 萬 | 0.64% | −16−0.1% | 減碼 |
| Illinois Municipal Retirement Fund | 10,757 | $113.2 萬 | 0.02% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 10,689 | $112.5 萬 | 0.00% | −695,599−98.5% | 減碼 |
| Resources Investment Advisors, LLC. | 10,655 | $112.1 萬 | 0.01% | +5,711+115.5% | 加碼 |
| Zhang Financial LLC | 10,615 | $111.7 萬 | 0.08% | +711+7.2% | 加碼 |
| Hunting Hill Global Capital, LLC | 10,471 | $110.2 萬 | 0.55% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 10,364 | $109.1 萬 | 0.03% | +17+0.2% | 加碼 |
| Western Wealth Management, LLC | 10,340 | $108.8 萬 | 0.08% | 00.0% | 不變 |
| Profund Advisors LLC | 10,333 | $108.7 萬 | 0.04% | +10,333 | 新進 |
| Mutual Advisors, LLC | 9,133 | $108.3 萬 | 0.03% | +78+0.9% | 加碼 |
| Lazard Asset Management LLC | 10,289 | $108.2 萬 | 0.00% | −2,818−21.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 10,230 | $107.7 萬 | 0.09% | +10+0.1% | 加碼 |
| TownSquare Capital, LLC | 10,220 | $107.6 萬 | 0.01% | +1,363+15.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 10,179 | $107.1 萬 | 0.00% | −778,004−98.7% | 減碼 |
| Red Door Wealth Management, LLC | 10,160 | $106.9 萬 | 0.19% | −7−0.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $106.6 萬 | 0.09% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 10,027 | $105.5 萬 | 0.41% | +10,027 | 新進 |
| RFG Advisory, LLC | 9,897 | $104.2 萬 | 0.03% | +2,571+35.1% | 加碼 |
| RW Investment Management LLC | 9,762 | $102.7 萬 | 0.14% | −27−0.3% | 減碼 |
| Yorktown Management & Research Co Inc | 9,700 | $102.1 萬 | 1.10% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 9,696 | $102.0 萬 | 0.11% | +1,138+13.3% | 加碼 |
| Snowden Capital Advisors LLC | 9,671 | $101.8 萬 | 0.03% | −1,357−12.3% | 減碼 |
| NVWM, LLC | 9,586 | $100.9 萬 | 0.27% | +9,561+38,244.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 9,546 | $100.5 萬 | 0.18% | +4,850+103.3% | 加碼 |
| Aries Wealth Management | 9,484 | $99.8 萬 | 0.31% | +524+5.8% | 加碼 |
| Agf Management Ltd | 9,418 | $99.1 萬 | 0.01% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 9,322 | $98.3 萬 | 0.07% | +1,906+25.7% | 加碼 |
| Stamos Capital Partners, L.P. | 9,280 | $97.7 萬 | 0.21% | −520−5.3% | 減碼 |
| Bokf, NA | 9,235 | $97.2 萬 | 0.02% | −1,170−11.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,152 | $96.3 萬 | 0.01% | +166+1.8% | 加碼 |
| Vident Advisory, LLC | 9,151 | $96.3 萬 | 0.03% | +1,627+21.6% | 加碼 |
| Equitable Holdings, Inc. | 9,124 | $96.0 萬 | 0.01% | +330+3.8% | 加碼 |
| Kraematon Investment Advisors, Inc | 9,107 | $95.8 萬 | 0.97% | −154−1.7% | 減碼 |
| Horizon Investments, LLC | 9,084 | $95.6 萬 | 0.03% | +9,084 | 新進 |
| Prelude Capital Management, LLC | 9,025 | $95.0 萬 | 0.08% | +4,825+114.9% | 加碼 |
| Segment Wealth Management, LLC | 8,850 | $93.1 萬 | 0.07% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 8,827 | $92.9 萬 | 0.10% | −787−8.2% | 減碼 |
| Central Pacific Bank - Trust Division | 8,775 | $92.3 萬 | 0.11% | +8,775 | 新進 |
| Virtus ETF Advisers LLC | 8,774 | $92.3 萬 | 0.45% | −246−2.7% | 減碼 |
| Qtron Investments LLC | 8,706 | $91.6 萬 | 0.13% | 00.0% | 不變 |
| Fiduciary Group LLC | 8,700 | $91.6 萬 | 0.10% | 00.0% | 不變 |
| Gridiron Partners, LLC | 8,617 | $90.7 萬 | 0.58% | 00.0% | 不變 |
| E&G Advisors, LP | 8,600 | $90.5 萬 | 0.27% | −26−0.3% | 減碼 |
| Douglas Lane & Associates, LLC | 8,590 | $90.4 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 8,590 | $90.4 萬 | 0.04% | +510+6.3% | 加碼 |
| La Banque Postale Asset Management SA | 8,568 | $90.2 萬 | 0.04% | −660−7.2% | 減碼 |
| D.A. Davidson & Co. | 8,526 | $89.7 萬 | 0.01% | −47,948−84.9% | 減碼 |
| Smith Shellnut Wilson LLC | 8,508 | $89.5 萬 | 0.43% | 00.0% | 不變 |
| Forum Financial Management, LP | 8,450 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| Penserra Capital Management LLC | 8,427 | $88.7 萬 | 0.01% | +3,077+57.5% | 加碼 |
| CWM, LLC | 8,415 | $88.6 萬 | 0.00% | +631+8.1% | 加碼 |
| Transcend Wealth Collective, LLC | 8,321 | $87.6 萬 | 0.06% | +677+8.9% | 加碼 |
| Dantai Capital Ltd | 8,300 | $87.3 萬 | 0.98% | −8,235−49.8% | 減碼 |
| Hanseatic Management Services Inc | 8,198 | $86.3 萬 | 1.30% | +137+1.7% | 加碼 |
| Abn Amro Investment Solutions | 8,164 | $85.9 萬 | 0.02% | +5,496+206.0% | 加碼 |
| Synovus Financial Corp | 8,150 | $85.8 萬 | 0.01% | +31+0.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,129 | $85.5 萬 | 0.20% | +19+0.2% | 加碼 |
| Lido Advisors, LLC | 8,085 | $85.1 萬 | 0.01% | +3,013+59.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,080 | $85.0 萬 | 0.02% | −1,610−16.6% | 減碼 |
| Veriti Management LLC | 8,025 | $84.5 萬 | 0.05% | +2,003+33.3% | 加碼 |
| Corsair Capital Management, L.P. | 8,020 | $84.4 萬 | 0.24% | −56−0.7% | 減碼 |