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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 4,700 | $49.5 萬 | 0.17% | 00.0% | 不變 |
| Emprise Bank | 4,681 | $49.3 萬 | 0.30% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 4,658 | $49.0 萬 | 0.01% | +94+2.1% | 加碼 |
| Islay Capital Management, LLC | 4,656 | $49.0 萬 | 0.35% | −225−4.6% | 減碼 |
| Mount Lucas Management LP | 4,604 | $48.5 萬 | 0.17% | +4,604 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $47.9 萬 | 0.03% | −6,575−59.1% | 減碼 |
| Oak Thistle LLC | 4,538 | $47.8 萬 | 0.35% | +4,538 | 新進 |
| Family Management Corp | 4,538 | $47.8 萬 | 0.08% | 00.0% | 不變 |
| Keel Point, LLC | 4,113 | $47.6 萬 | 0.04% | +281+7.3% | 加碼 |
| Apollon Wealth Management, LLC | 4,513 | $47.5 萬 | 0.01% | −127−2.7% | 減碼 |
| Entropy Technologies, LP | 4,510 | $47.5 萬 | 0.05% | −16,513−78.5% | 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 |
| First City Capital Management, Inc. | 4,496 | $47.3 萬 | 0.27% | −254−5.3% | 減碼 |
| Dana Investment Advisors, Inc. | 4,493 | $47.3 萬 | 0.02% | +15+0.3% | 加碼 |
| Lake Street Advisors Group, LLC | 4,490 | $47.3 萬 | 0.02% | −740−14.1% | 減碼 |
| RDA Financial Network | 4,440 | $46.7 萬 | 0.15% | −91−2.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 4,436 | $46.7 萬 | 0.01% | +1,295+41.2% | 加碼 |
| EP Wealth Advisors, LLC | 4,291 | $45.2 萬 | 0.00% | +129+3.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,290 | $45.1 萬 | 0.01% | +137+3.3% | 加碼 |
| Venture Visionary Partners LLC | 4,272 | $45.0 萬 | 0.02% | +232+5.7% | 加碼 |
| Inceptionr LLC | 4,241 | $44.6 萬 | 0.13% | −5,437−56.2% | 減碼 |
| Gateway Advisory, LLC | 4,234 | $44.6 萬 | 0.08% | −216−4.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,231 | $44.5 萬 | 0.08% | +99+2.4% | 加碼 |
| MONECO Advisors, LLC | 4,230 | $44.5 萬 | 0.07% | −50−1.2% | 減碼 |
| FreeGulliver LLC | 4,225 | $44.5 萬 | 0.30% | +10.0% | 加碼 |
| 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 |
| Kovack Advisors, Inc. | 4,167 | $43.9 萬 | 0.05% | −84−2.0% | 減碼 |
| Watershed Private Wealth LLC | 4,157 | $43.7 萬 | 0.19% | 00.0% | 不變 |
| Concord Wealth Partners | 4,132 | $43.5 萬 | 0.08% | +11+0.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,099 | $43.1 萬 | 0.02% | −409−9.1% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,060 | $42.7 萬 | 0.15% | 00.0% | 不變 |
| Huntington National Bank | 4,059 | $42.7 萬 | 0.00% | +624+18.2% | 加碼 |
| Valeo Financial Advisors, LLC | 4,052 | $42.6 萬 | 0.01% | +341+9.2% | 加碼 |
| Fort Sheridan Advisors LLC | 4,029 | $42.4 萬 | 0.07% | −153−3.7% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,022 | $42.3 萬 | 0.08% | 00.0% | 不變 |
| Register Financial Advisors LLC | 3,993 | $42.0 萬 | 0.21% | +2+0.1% | 加碼 |
| Insigneo Advisory Services, LLC | 3,955 | $42.0 萬 | 0.05% | +3,955 | 新進 |
| Arkadios Wealth Advisors | 3,951 | $41.6 萬 | 0.03% | −59−1.5% | 減碼 |
| Shelton Capital Management | 3,943 | $41.5 萬 | 0.01% | +3,943 | 新進 |
| Ameritas Advisory Services, LLC | 3,941 | $41.5 萬 | 0.02% | +260+7.1% | 加碼 |
| Operose Advisors LLC | 3,925 | $41.3 萬 | 0.15% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,915 | $41.2 萬 | 0.04% | +120+3.2% | 加碼 |
| Greenleaf Trust | 3,869 | $40.7 萬 | 0.00% | +128+3.4% | 加碼 |
| Calamos Wealth Management LLC | 3,857 | $40.6 萬 | 0.02% | −671−14.8% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,835 | $40.4 萬 | 0.10% | −166−4.1% | 減碼 |
| Eschler Asset Management LLP | 4,815 | $40.1 萬 | 0.32% | 00.0% | 不變 |
| Ade, LLC | 3,805 | $40.0 萬 | 0.27% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 3,800 | $40.0 萬 | 0.26% | +3,800 | 新進 |
| TAGStone Capital, Inc. | 3,766 | $39.6 萬 | 0.22% | +6+0.2% | 加碼 |
| Resurgent Financial Advisors LLC | 3,760 | $39.6 萬 | 0.25% | +3+0.1% | 加碼 |
| Ssi Investment Management LLC | 3,706 | $39.0 萬 | 0.03% | −5−0.1% | 減碼 |
| Legacy Advisors, LLC | 3,663 | $38.5 萬 | 0.05% | −4,791−56.7% | 減碼 |
| Westpac Banking Corp | 3,626 | $38.2 萬 | 0.03% | +2,303+174.1% | 加碼 |
| Ethic Inc. | 3,626 | $38.2 萬 | 0.01% | −574−13.7% | 減碼 |
| HHM Wealth Advisors, LLC | 3,609 | $38.0 萬 | 0.06% | +2,209+157.8% | 加碼 |
| Summit Trail Advisors, LLC | 3,606 | $38.0 萬 | 0.01% | −2,275−38.7% | 減碼 |
| Symmetry Partners, LLC | 3,597 | $37.9 萬 | 0.02% | 00.0% | 不變 |
| Clearwater Capital Advisors, LLC | 3,595 | $37.8 萬 | 0.04% | −264−6.8% | 減碼 |
| Trust Co of Kansas | 3,593 | $37.8 萬 | 0.20% | +3,593 | 新進 |
| Peapack Gladstone Financial Corp | 3,591 | $37.7 萬 | 0.01% | −25−0.7% | 減碼 |
| Leo Wealth, LLC | 3,576 | $37.6 萬 | 0.04% | +5+0.1% | 加碼 |
| New Century Financial Group, LLC | 3,573 | $37.6 萬 | 0.16% | +3,573 | 新進 |
| L.M. Kohn & Company | 3,572 | $37.6 萬 | 0.10% | −73−2.0% | 減碼 |
| Atomi Financial Group, Inc. | 3,570 | $37.6 萬 | 0.03% | +1,485+71.2% | 加碼 |
| Panagora Asset Management Inc | 3,564 | $37.5 萬 | 0.00% | −208−5.5% | 減碼 |
| Citizens National Bank Trust Department | 3,555 | $37.4 萬 | 0.08% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,551 | $37.4 萬 | 0.14% | 00.0% | 不變 |
| Jump Financial, LLC | 3,545 | $37.3 萬 | 0.01% | −22,956−86.6% | 減碼 |
| Leavell Investment Management, Inc. | 3,502 | $36.9 萬 | 0.02% | +3,502 | 新進 |
| Hodges Capital Management Inc. | 3,505 | $36.9 萬 | 0.02% | −11−0.3% | 減碼 |
| CAPROCK Group, Inc. | 3,461 | $36.4 萬 | 0.01% | +978+39.4% | 加碼 |
| Axxcess Wealth Management, LLC | 3,446 | $36.3 萬 | 0.01% | −283−7.6% | 減碼 |
| Sunbelt Securities, Inc. | 3,440 | $36.2 萬 | 0.04% | +1,169+51.5% | 加碼 |
| M Holdings Securities, Inc. | 3,420 | $36.0 萬 | 0.05% | +3,420 | 新進 |
| Essex Savings Bank | 3,418 | $36.0 萬 | 0.10% | −639−15.8% | 減碼 |
| Fiduciary Family Office, LLC | 3,417 | $36.0 萬 | 0.14% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 3,373 | $35.5 萬 | 0.00% | +4+0.1% | 加碼 |
| Lakeview Capital Partners, LLC | 3,520 | $35.4 萬 | 0.06% | 00.0% | 不變 |
| Argent Trust Co | 3,288 | $34.6 萬 | 0.02% | +253+8.3% | 加碼 |
| Cypress Wealth Services, LLC | 3,261 | $34.3 萬 | 0.08% | +60+1.9% | 加碼 |
| Manchester Capital Management LLC | 3,254 | $34.2 萬 | 0.04% | +3+0.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 3,250 | $34.2 萬 | 0.02% | −11−0.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,246 | $34.2 萬 | 0.00% | −157,404−98.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 3,234 | $34.0 萬 | 0.01% | +169+5.5% | 加碼 |
| Aaron Wealth Advisors | 3,231 | $34.0 萬 | 0.05% | +587+22.2% | 加碼 |
| Sovereign Financial Group, Inc. | 3,226 | $34.0 萬 | 0.08% | +47+1.5% | 加碼 |
| Apella Capital, LLC | 3,215 | $33.9 萬 | 0.02% | +19+0.6% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,164 | $33.3 萬 | 0.18% | +10.0% | 加碼 |
| Walleye Trading LLC | 3,161 | $33.3 萬 | 0.01% | −5,536−63.7% | 減碼 |
| Wedmont Private Capital | 2,996 | $33.2 萬 | 0.02% | +733+32.4% | 加碼 |
| First Horizon Advisors, Inc. | 3,124 | $32.9 萬 | 0.01% | −1,226−28.2% | 減碼 |
| Mainstay Capital Management LLC | 3,063 | $32.2 萬 | 0.06% | +11+0.4% | 加碼 |
| International Assets Investment Management, LLC | 3,036 | $31.9 萬 | 0.03% | +728+31.5% | 加碼 |
| Trustmark National Bank Trust Department | 3,026 | $31.8 萬 | 0.03% | +14+0.5% | 加碼 |
| Dudley Capital Management, LLC | 3,015 | $31.7 萬 | 0.18% | +15+0.5% | 加碼 |
| Ostrum Asset Management | 3,012 | $31.7 萬 | 0.03% | −235−7.2% | 減碼 |
| Kolinsky Wealth Management, LLC | 3,003 | $31.6 萬 | 0.23% | +3,003 | 新進 |
| Wellington Shields & Co., LLC | 3,000 | $31.6 萬 | 0.10% | 00.0% | 不變 |