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 3 季 13F 持有人
KKR & Co. Inc. 在 2024/9/30 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
- 1,172
- 較 2024 年第 2 季 +112 家
- 持有股數
- 5.31 億
- 較 2024 年第 2 季 +3,865 萬 (+7.8%)
- 總市值
- $693.3 億
- 較 2024 年第 2 季 +$175.0 億 (+33.8%)
- 新進機構
- 179
- 另有 460 家加碼
- 清倉機構
- 67
- 另有 355 家減碼
另有 8 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Knightsbridge Asset Management, LLC | 3,825 | $49.9 萬 | 0.11% | −10−0.3% | 減碼 |
| Calamos Wealth Management LLC | 3,840 | $50.1 萬 | 0.03% | −17−0.4% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 3,850 | $50.3 萬 | 0.30% | +3,850 | 新進 |
| Howard Capital Management Inc. | 3,868 | $50.5 萬 | 0.01% | +3,868 | 新進 |
| Tradition Wealth Management, LLC | 3,869 | $50.5 萬 | 0.05% | −46−1.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 3,880 | $50.7 萬 | 0.01% | +1,731+80.5% | 加碼 |
| Register Financial Advisors LLC | 3,895 | $50.9 萬 | 0.26% | −98−2.5% | 減碼 |
| Stamos Capital Partners, L.P. | 3,900 | $50.9 萬 | 0.12% | −5,380−58.0% | 減碼 |
| Operose Advisors LLC | 3,925 | $51.3 萬 | 0.17% | 00.0% | 不變 |
| Shelton Capital Management | 3,943 | $51.5 萬 | 0.01% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,951 | $51.6 萬 | 0.06% | +288+7.9% | 加碼 |
| Summit Trail Advisors, LLC | 3,955 | $51.7 萬 | 0.01% | +349+9.7% | 加碼 |
| Parcion Private Wealth LLC | 3,969 | $51.8 萬 | 0.04% | +3,969 | 新進 |
| Kovack Advisors, Inc. | 3,974 | $51.9 萬 | 0.05% | −193−4.6% | 減碼 |
| Global Retirement Partners, LLC | 3,979 | $52.0 萬 | 0.02% | +1,037+35.2% | 加碼 |
| L.M. Kohn & Company | 3,992 | $52.1 萬 | 0.13% | +420+11.8% | 加碼 |
| Concord Wealth Partners | 4,012 | $52.4 萬 | 0.09% | −120−2.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,022 | $52.5 萬 | 0.08% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,060 | $53.0 萬 | 0.17% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 4,082 | $53.3 萬 | 0.02% | −190−4.4% | 減碼 |
| New Century Financial Group, LLC | 4,122 | $53.8 萬 | 0.20% | +549+15.4% | 加碼 |
| Benjamin Edwards Inc | 4,123 | $53.8 萬 | 0.01% | +1,345+48.4% | 加碼 |
| Teacher Retirement System of Texas | 4,159 | $54.3 萬 | 0.00% | −119,905−96.6% | 減碼 |
| Watershed Private Wealth LLC | 4,179 | $54.6 萬 | 0.22% | +22+0.5% | 加碼 |
| Twinbeech Capital LP | 4,216 | $55.1 萬 | 0.01% | −19,773−82.4% | 減碼 |
| MONECO Advisors, LLC | 4,230 | $55.2 萬 | 0.07% | 00.0% | 不變 |
| Keel Point, LLC | 4,267 | $55.7 萬 | 0.05% | +154+3.7% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,295 | $56.1 萬 | 0.09% | +64+1.5% | 加碼 |
| FreeGulliver LLC | 4,303 | $56.2 萬 | 0.33% | +78+1.8% | 加碼 |
| Samalin Investment Counsel, LLC | 4,331 | $56.5 萬 | 0.25% | −562−11.5% | 減碼 |
| Gateway Advisory, LLC | 4,366 | $57.0 萬 | 0.09% | +132+3.1% | 加碼 |
| RDA Financial Network | 4,399 | $57.4 萬 | 0.18% | −41−0.9% | 減碼 |
| Dana Investment Advisors, Inc. | 4,493 | $58.7 萬 | 0.02% | 00.0% | 不變 |
| First City Capital Management, Inc. | 4,496 | $58.7 萬 | 0.30% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 4,500 | $58.8 萬 | 0.07% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $58.8 萬 | 0.12% | 00.0% | 不變 |
| Evoke Wealth, LLC | 4,527 | $59.1 萬 | 0.02% | +4,527 | 新進 |
| iA Global Asset Management Inc. | 4,530 | $59.2 萬 | 0.01% | +2,090+85.7% | 加碼 |
| Family Management Corp | 4,538 | $59.3 萬 | 0.10% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 4,540 | $59.3 萬 | 0.05% | −4,485−49.7% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Keystone Investors Pte Ltd | 4,567 | $59.6 萬 | 0.04% | −1,514−24.9% | 減碼 |
| Atomi Financial Group, Inc. | 4,582 | $59.8 萬 | 0.04% | +1,012+28.3% | 加碼 |
| Fountainhead AM, LLC | 4,625 | $60.4 萬 | 0.13% | −419−8.3% | 減碼 |
| Guinness Asset Management LTD | 4,638 | $60.6 萬 | 0.01% | −529−10.2% | 減碼 |
| Islay Capital Management, LLC | 4,656 | $60.8 萬 | 0.41% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 4,667 | $60.9 萬 | 0.03% | +177+3.9% | 加碼 |
| Emprise Bank | 4,681 | $61.1 萬 | 0.35% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 4,687 | $61.2 萬 | 0.01% | +29+0.6% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $61.4 萬 | 0.20% | 00.0% | 不變 |
| Mount Lucas Management LP | 4,720 | $61.6 萬 | 0.21% | +116+2.5% | 加碼 |
| Fusion Capital, LLC | 4,723 | $61.7 萬 | 0.26% | +7+0.1% | 加碼 |
| Legacy Wealth Management, LLC | 4,774 | $62.3 萬 | 0.23% | +4,774 | 新進 |
| EP Wealth Advisors, LLC | 4,795 | $62.6 萬 | 0.01% | +504+11.7% | 加碼 |
| Duncker Streett & Co Inc | 4,800 | $62.7 萬 | 0.11% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 4,800 | $62.7 萬 | 0.09% | +15+0.3% | 加碼 |
| Eschler Asset Management LLP | 4,815 | $62.9 萬 | 0.94% | 00.0% | 不變 |
| Emerald Advisers, LLC | 4,836 | $63.1 萬 | 0.02% | 00.0% | 不變 |
| Jump Financial, LLC | 4,839 | $63.2 萬 | 0.01% | +1,294+36.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,873 | $63.6 萬 | 0.03% | +3,518+259.6% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 4,892 | $63.9 萬 | 0.06% | +52+1.1% | 加碼 |
| FJ Capital Management LLC | 4,899 | $64.0 萬 | 0.07% | +4,899 | 新進 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $65.3 萬 | 0.01% | −400−7.4% | 減碼 |
| Principle Wealth Partners LLC | 5,020 | $65.6 萬 | 0.05% | −1,500−23.0% | 減碼 |
| Sweeney & Michel, LLC | 4,731 | $66.1 萬 | 0.26% | +7+0.1% | 加碼 |
| Prospera Financial Services Inc | 5,080 | $66.3 萬 | 0.02% | −196−3.7% | 減碼 |
| Valeo Financial Advisors, LLC | 5,097 | $66.6 萬 | 0.02% | +1,045+25.8% | 加碼 |
| NFC Investments, LLC | 5,140 | $67.1 萬 | 0.19% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 5,144 | $67.2 萬 | 0.11% | −5,016−49.4% | 減碼 |
| MGB Wealth Management, LLC | 5,150 | $67.2 萬 | 0.25% | +500+10.8% | 加碼 |
| Okabena Investment Services Inc | 5,168 | $67.5 萬 | 0.19% | +314+6.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,169 | $67.5 萬 | 0.01% | +879+20.5% | 加碼 |
| Toth Financial Advisory Corp | 5,200 | $67.9 萬 | 0.08% | +2,450+89.1% | 加碼 |
| Angeles Wealth Management, LLC | 5,221 | $68.2 萬 | 0.06% | +5,221 | 新進 |
| Cary Street Partner Investment Advisory LLC | 5,231 | $68.3 萬 | 0.03% | +259+5.2% | 加碼 |
| 9258 Wealth Management, LLC | 5,234 | $68.3 萬 | 0.10% | −97−1.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,279 | $68.9 萬 | 0.03% | +6+0.1% | 加碼 |
| BNP Paribas | 5,300 | $69.2 萬 | 0.03% | +150+2.9% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,321 | $69.5 萬 | 0.13% | +414+8.4% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,358 | $70.0 萬 | 0.01% | +300+5.9% | 加碼 |
| KCM Investment Advisors LLC | 5,400 | $70.5 萬 | 0.02% | −233−4.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,403 | $70.6 萬 | 0.05% | +5,403 | 新進 |
| Integrated Investment Consultants, LLC | 5,409 | $70.6 萬 | 0.15% | −1,902−26.0% | 減碼 |
| Huntington National Bank | 5,473 | $71.5 萬 | 0.01% | +1,414+34.8% | 加碼 |
| Fortress Wealth Group, LLC | 5,096 | $71.7 萬 | 0.36% | +80+1.6% | 加碼 |
| Marks Group Wealth Management, Inc | 5,556 | $72.6 萬 | 0.07% | −632−10.2% | 減碼 |
| Strategy Asset Managers LLC | 5,556 | $72.6 萬 | 0.14% | +5,556 | 新進 |
| Vestmark Advisory Solutions, Inc. | 5,618 | $73.4 萬 | 0.03% | +604+12.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,635 | $73.6 萬 | 0.00% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 5,648 | $73.8 萬 | 0.07% | +1,693+42.8% | 加碼 |
| Ballentine Partners, LLC | 5,651 | $73.8 萬 | 0.01% | +3,744+196.3% | 加碼 |
| SageView Advisory Group, LLC | 5,674 | $74.1 萬 | 0.04% | −1,197−17.4% | 減碼 |
| Greenleaf Trust | 5,693 | $74.3 萬 | 0.01% | +1,824+47.1% | 加碼 |
| Glenview Trust Co | 5,699 | $74.4 萬 | 0.01% | +745+15.0% | 加碼 |
| Principal Street Partners, LLC | 5,812 | $74.9 萬 | 0.12% | −714−10.9% | 減碼 |
| CIC Wealth, LLC | 5,740 | $75.0 萬 | 0.19% | +55+1.0% | 加碼 |
| Petra Financial Advisors Inc | 5,741 | $75.0 萬 | 0.49% | +5,741 | 新進 |
| Baker Tilly Wealth Management, LLC | 5,805 | $75.8 萬 | 0.34% | +561+10.7% | 加碼 |
| Merit Financial Group, LLC | 5,828 | $76.1 萬 | 0.02% | −843−12.6% | 減碼 |
| TFB Advisors LLC | 5,856 | $76.5 萬 | 0.23% | +821+16.3% | 加碼 |