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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 5,899 | $77.0 萬 | 0.05% | +197+3.5% | 加碼 |
| ProVise Management Group, LLC | 5,950 | $77.7 萬 | 0.06% | −1,740−22.6% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,956 | $77.8 萬 | 0.04% | −1,134−16.0% | 減碼 |
| Spirepoint Private Client, LLC | 6,010 | $78.5 萬 | 0.10% | +10+0.2% | 加碼 |
| Fidelis Capital Partners, LLC | 5,674 | $78.6 萬 | 0.09% | −31−0.5% | 減碼 |
| One Capital Management, LLC | 6,077 | $79.4 萬 | 0.03% | −715−10.5% | 減碼 |
| Allianz SE | 6,110 | $79.8 萬 | 0.02% | +4,110+205.5% | 加碼 |
| CAPROCK Group, Inc. | 6,112 | $79.8 萬 | 0.03% | +2,651+76.6% | 加碼 |
| Arete Wealth Advisors, LLC | 6,173 | $80.4 萬 | 0.07% | −936−13.2% | 減碼 |
| Diligent Investors, LLC | 6,229 | $81.3 萬 | 0.19% | −75−1.2% | 減碼 |
| Welch & Forbes LLC | 6,250 | $81.6 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 6,274 | $81.9 萬 | 0.02% | +6,213+10,185.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,288 | $82.1 萬 | 0.04% | +6,288 | 新進 |
| Diversified Trust Co | 6,319 | $82.5 萬 | 0.02% | −448−6.6% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,417 | $83.8 萬 | 0.21% | +10.0% | 加碼 |
| Visionary Wealth Advisors | 6,438 | $84.1 萬 | 0.05% | +30.0% | 加碼 |
| Old National Bancorp | 6,477 | $84.6 萬 | 0.02% | +85+1.3% | 加碼 |
| Sigma Planning Corp | 6,489 | $84.7 萬 | 0.03% | +81+1.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,533 | $85.3 萬 | 0.03% | +985+17.8% | 加碼 |
| Man Group plc | 6,632 | $86.6 萬 | 0.00% | −191,674−96.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,646 | $86.8 萬 | 0.19% | −1,483−18.2% | 減碼 |
| HighPoint Advisor Group LLC | 6,343 | $87.3 萬 | 0.05% | +847+15.4% | 加碼 |
| Centaurus Financial, Inc. | 6,692 | $87.4 萬 | 0.06% | −1,023−13.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,697 | $87.4 萬 | 0.12% | +10.0% | 加碼 |
| First Bank & Trust | 6,770 | $88.4 萬 | 0.17% | +234+3.6% | 加碼 |
| O'Neil Global Advisors, Inc. | 6,800 | $88.8 萬 | 0.23% | +6,800 | 新進 |
| USA Financial Portformulas Corp | 6,811 | $88.9 萬 | 0.14% | +6,811 | 新進 |
| Ameritas Investment Partners, Inc. | 6,831 | $89.2 萬 | 0.03% | −173−2.5% | 減碼 |
| Bayesian Capital Management, LP | 6,863 | $89.6 萬 | 0.11% | −1,037−13.1% | 減碼 |
| Cigna Investments Inc | 6,873 | $89.8 萬 | 0.16% | −58−0.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,901 | $90.1 萬 | 0.05% | +3,651+112.3% | 加碼 |
| Firethorn Wealth Partners, LLC | 6,940 | $90.6 萬 | 0.46% | +6+0.1% | 加碼 |
| ASB Consultores, LLC | 6,999 | $91.4 萬 | 0.36% | +199+2.9% | 加碼 |
| Linscomb & Williams, Inc. | 7,000 | $91.4 萬 | 0.05% | 00.0% | 不變 |
| Triumph Capital Management | 7,000 | $91.4 萬 | 0.33% | +7,000 | 新進 |
| Douglas Lane & Associates, LLC | 7,090 | $92.6 萬 | 0.01% | −1,500−17.5% | 減碼 |
| Independent Financial Group, LLC | 7,133 | $93.2 萬 | 0.03% | +267+3.9% | 加碼 |
| D.A. Davidson & Co. | 7,173 | $93.7 萬 | 0.01% | −1,353−15.9% | 減碼 |
| Yorktown Management & Research Co Inc | 7,200 | $94.0 萬 | 0.96% | −2,500−25.8% | 減碼 |
| Moors & Cabot, Inc. | 7,306 | $95.4 萬 | 0.05% | −48−0.7% | 減碼 |
| Private Advisory Group LLC | 7,430 | $97.0 萬 | 0.12% | +7,430 | 新進 |
| Virtus ETF Advisers LLC | 7,471 | $97.6 萬 | 0.46% | −1,303−14.9% | 減碼 |
| StoneX Group Inc. | 7,472 | $97.6 萬 | 0.07% | +7,472 | 新進 |
| Apollon Wealth Management, LLC | 7,474 | $97.6 萬 | 0.03% | +2,961+65.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 7,519 | $98.2 萬 | 0.03% | +427+6.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,542 | $98.5 萬 | 0.06% | +361+5.0% | 加碼 |
| Institute for Wealth Management, LLC. | 7,564 | $98.8 萬 | 0.12% | −90−1.2% | 減碼 |
| Zions Bancorporation, N.A. | 7,577 | $98.9 萬 | 0.07% | +1,938+34.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,613 | $99.4 萬 | 0.04% | +3,514+85.7% | 加碼 |
| Kesler, Norman & Wride, LLC | 7,625 | $99.6 萬 | 0.20% | +7,625 | 新進 |
| Glenmede Trust Co NA | 7,669 | $100.1 萬 | 0.00% | −4,388−36.4% | 減碼 |
| Seaport Global Advisors, LLC | 7,713 | $100.7 萬 | 3.18% | 00.0% | 不變 |
| Trust Asset Management LLC | 7,716 | $100.8 萬 | 0.08% | +7,716 | 新進 |
| CWM, LLC | 7,845 | $102.4 萬 | 0.00% | −570−6.8% | 減碼 |
| Meeder Advisory Services, Inc. | 7,857 | $102.6 萬 | 0.07% | +425+5.7% | 加碼 |
| Williamson Legacy Group, LLC | 7,902 | $103.2 萬 | 0.69% | +7,902 | 新進 |
| Sage Rhino Capital LLC | 7,965 | $104.0 萬 | 0.23% | +21+0.3% | 加碼 |
| Golden State Equity Partners | 7,984 | $104.3 萬 | 0.16% | +1,149+16.8% | 加碼 |
| Summit Financial, LLC | 7,989 | $104.3 萬 | 0.04% | +1,999+33.4% | 加碼 |
| Corsair Capital Management, L.P. | 8,020 | $104.7 萬 | 0.25% | 00.0% | 不變 |
| Marex Group plc | 8,069 | $105.4 萬 | 0.02% | +2,851+54.6% | 加碼 |
| Signaturefd, LLC | 8,104 | $105.8 萬 | 0.02% | +1,149+16.5% | 加碼 |
| Synovus Financial Corp | 8,199 | $107.1 萬 | 0.01% | +49+0.6% | 加碼 |
| MJP Associates Inc | 8,205 | $107.1 萬 | 0.20% | +932+12.8% | 加碼 |
| Qtron Investments LLC | 8,246 | $107.7 萬 | 0.15% | −460−5.3% | 減碼 |
| Twin Capital Management Inc | 8,293 | $108.3 萬 | 0.12% | +8,293 | 新進 |
| Kestra Private Wealth Services, LLC | 8,315 | $108.6 萬 | 0.02% | +235+2.9% | 加碼 |
| AMJ Financial Wealth Management | 8,329 | $108.8 萬 | 0.31% | +8,329 | 新進 |
| Canandaigua National Bank & Trust Co | 8,338 | $108.9 萬 | 0.10% | −489−5.5% | 減碼 |
| Intech Investment Management LLC | 8,406 | $109.8 萬 | 0.01% | −26,008−75.6% | 減碼 |
| Forum Financial Management, LP | 8,455 | $110.4 萬 | 0.02% | +5+0.1% | 加碼 |
| Smith Shellnut Wilson LLC | 8,508 | $111.1 萬 | 0.50% | 00.0% | 不變 |
| E&G Advisors, LP | 8,600 | $112.3 萬 | 0.31% | 00.0% | 不變 |
| Gridiron Partners, LLC | 8,617 | $112.5 萬 | 0.68% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 8,661 | $113.1 萬 | 1.60% | +463+5.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,670 | $113.2 萬 | 0.04% | +80+0.9% | 加碼 |
| Fiduciary Group LLC | 8,700 | $113.6 萬 | 0.12% | 00.0% | 不變 |
| Bokf, NA | 8,700 | $113.9 萬 | 0.02% | −535−5.8% | 減碼 |
| Segment Wealth Management, LLC | 8,850 | $115.6 萬 | 0.08% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 8,883 | $116.0 萬 | 0.02% | +719+8.8% | 加碼 |
| HB Wealth Management, LLC | 8,930 | $116.6 萬 | 0.01% | +1,810+25.4% | 加碼 |
| U S Global Investors Inc | 8,950 | $116.9 萬 | 0.11% | −11,500−56.2% | 減碼 |
| Parallel Advisors, LLC | 8,975 | $117.2 萬 | 0.03% | +1,063+13.4% | 加碼 |
| Kraematon Investment Advisors, Inc | 8,984 | $117.3 萬 | 1.15% | −123−1.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,055 | $118.2 萬 | 0.01% | −97−1.1% | 減碼 |
| Snowden Capital Advisors LLC | 9,093 | $118.7 萬 | 0.04% | −578−6.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 9,257 | $120.9 萬 | 0.09% | −973−9.5% | 減碼 |
| Aries Wealth Management | 9,444 | $123.3 萬 | 0.34% | −40−0.4% | 減碼 |
| GM Advisory Group, Inc. | 9,561 | $124.8 萬 | 0.07% | +9,561 | 新進 |
| NVWM, LLC | 9,594 | $125.3 萬 | 0.32% | +8+0.1% | 加碼 |
| GAMMA Investing LLC | 9,622 | $125.6 萬 | 0.12% | +1,804+23.1% | 加碼 |
| Advisory Services Network, LLC | 11,949 | $125.7 萬 | 0.03% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 9,696 | $126.6 萬 | 0.13% | 00.0% | 不變 |
| RW Investment Management LLC | 9,762 | $127.5 萬 | 0.16% | 00.0% | 不變 |
| Sterling Capital Management LLC | 9,796 | $127.9 萬 | 0.02% | +9,796 | 新進 |
| Capstone Investment Advisors, LLC | 9,865 | $128.8 萬 | 0.02% | −3,417−25.7% | 減碼 |
| Agf Management Ltd | 9,936 | $129.7 萬 | 0.01% | +518+5.5% | 加碼 |
| Inceptionr LLC | 10,005 | $130.6 萬 | 0.32% | +5,764+135.9% | 加碼 |
| James J. Burns & Company, LLC | 10,033 | $131.0 萬 | 0.24% | −2,000−16.6% | 減碼 |
| GTS Securities LLC | 10,049 | $131.2 萬 | 0.03% | −2,037−16.9% | 減碼 |