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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 9,208 | $131.9 萬 | 0.04% | +75+0.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 10,125 | $132.2 萬 | 0.11% | 00.0% | 不變 |
| Western Wealth Management, LLC | 10,143 | $132.4 萬 | 0.08% | −197−1.9% | 減碼 |
| Profund Advisors LLC | 10,220 | $133.5 萬 | 0.05% | −113−1.1% | 減碼 |
| Transcend Wealth Collective, LLC | 10,226 | $133.5 萬 | 0.09% | +1,905+22.9% | 加碼 |
| Gilbert & Cook, Inc. | 10,270 | $134.1 萬 | 0.18% | −1,192−10.4% | 減碼 |
| JustInvest LLC | 10,377 | $135.5 萬 | 0.02% | +3,468+50.2% | 加碼 |
| Capital International Sarl | 10,389 | $135.7 萬 | 0.03% | +3,609+53.2% | 加碼 |
| Horizon Investments, LLC | 10,438 | $136.1 萬 | 0.04% | +1,354+14.9% | 加碼 |
| Riverpark Capital Management LLC | 10,428 | $136.2 萬 | 2.48% | −8,751−45.6% | 減碼 |
| DoubleLine ETF Adviser LP | 10,440 | $136.3 萬 | 0.33% | +10,440 | 新進 |
| Hunting Hill Global Capital, LLC | 10,471 | $136.7 萬 | 1.92% | 00.0% | 不變 |
| Atom Investors LP | 10,471 | $136.7 萬 | 0.14% | +10,471 | 新進 |
| Silvant Capital Management LLC | 10,531 | $137.5 萬 | 0.06% | −715−6.4% | 減碼 |
| DRW Securities, LLC | 10,569 | $138.0 萬 | 0.08% | +5,538+110.1% | 加碼 |
| MAI Capital Management | 10,606 | $138.5 萬 | 0.01% | −361−3.3% | 減碼 |
| Zhang Financial LLC | 10,617 | $138.6 萬 | 0.09% | +20.0% | 加碼 |
| Trueblood Wealth Management, LLC | 10,699 | $139.7 萬 | 0.70% | −119−1.1% | 減碼 |
| Illinois Municipal Retirement Fund | 10,757 | $140.5 萬 | 0.02% | 00.0% | 不變 |
| BTG Pactual Asset Management US LLC | 10,868 | $141.9 萬 | 0.21% | +10,868 | 新進 |
| Wealthcare Advisory Partners LLC | 10,901 | $142.4 萬 | 0.04% | +537+5.2% | 加碼 |
| Wedmont Private Capital | 10,909 | $143.3 萬 | 0.08% | +7,913+264.1% | 加碼 |
| Prudential PLC | 11,098 | $144.9 萬 | 0.01% | 00.0% | 不變 |
| Element Pointe Advisors, LLC | 11,112 | $145.1 萬 | 0.35% | −890−7.4% | 減碼 |
| Westover Capital Advisors, LLC | 11,130 | $145.3 萬 | 0.28% | +4,665+72.2% | 加碼 |
| Leonteq Securities AG | 11,136 | $145.4 萬 | 0.17% | +5,959+115.1% | 加碼 |
| Lynx Capital Group Ltd | 11,187 | $146.1 萬 | 0.95% | 00.0% | 不變 |
| Davenport & Co LLC | 11,233 | $146.7 萬 | 0.01% | +326+3.0% | 加碼 |
| Jefferies Financial Group Inc. | 11,259 | $147.0 萬 | 0.02% | +8,876+372.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 11,274 | $147.2 萬 | 0.02% | +6,468+134.6% | 加碼 |
| Spire Wealth Management | 11,317 | $147.8 萬 | 0.05% | +9+0.1% | 加碼 |
| Highland Capital Management, LLC | 11,442 | $149.4 萬 | 0.09% | −440−3.7% | 減碼 |
| Veriti Management LLC | 11,490 | $150.0 萬 | 0.08% | +3,465+43.2% | 加碼 |
| Bain Capital Public Equity, LP | 11,536 | $150.6 萬 | 1.17% | +11,536 | 新進 |
| Harvest Fund Management Co., Ltd | 11,679 | $152.5 萬 | 0.09% | +2,357+25.3% | 加碼 |
| Farther Finance Advisors, LLC | 11,758 | $153.5 萬 | 0.06% | +393+3.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,888 | $155.2 萬 | 0.07% | +55+0.5% | 加碼 |
| Keybank National Association | 11,968 | $156.3 萬 | 0.01% | +103+0.9% | 加碼 |
| Vident Advisory, LLC | 12,023 | $157.0 萬 | 0.04% | +2,872+31.4% | 加碼 |
| Chemistry Wealth Management LLC | 12,144 | $158.6 萬 | 0.38% | +972+8.7% | 加碼 |
| Professional Financial Advisors, LLC | 12,176 | $159.0 萬 | 0.41% | −1,372−10.1% | 減碼 |
| Driehaus Capital Management LLC | 12,187 | $159.1 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 12,305 | $160.7 萬 | 0.02% | +3,181+34.9% | 加碼 |
| Vestcor Inc | 12,320 | $160.9 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 19,426 | $160.9 萬 | 0.03% | −175−0.9% | 減碼 |
| Daymark Wealth Partners, LLC | 12,326 | $161.0 萬 | 0.07% | +4,529+58.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 12,331 | $161.0 萬 | 0.14% | +663+5.7% | 加碼 |
| Virtue Capital Management, LLC | 12,350 | $161.3 萬 | 0.32% | +337+2.8% | 加碼 |
| Caption Management, LLC | 12,400 | $161.9 萬 | 0.17% | +12,400 | 新進 |
| Robertson Stephens Wealth Management, LLC | 12,493 | $163.1 萬 | 0.06% | −636−4.8% | 減碼 |
| Guardian Investment Management | 12,525 | $163.6 萬 | 1.42% | −900−6.7% | 減碼 |
| Financial Management Network Inc | 12,303 | $164.0 萬 | 0.34% | +1,221+11.0% | 加碼 |
| Northeast Investment Management | 12,800 | $167.1 萬 | 0.07% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,961 | $169.2 萬 | 0.08% | +265+2.1% | 加碼 |
| Duncan Williams Asset Management, LLC | 13,150 | $171.7 萬 | 0.95% | −372−2.8% | 減碼 |
| RFG Advisory, LLC | 13,430 | $175.4 萬 | 0.05% | +3,533+35.7% | 加碼 |
| Independent Advisor Alliance | 13,511 | $176.4 萬 | 0.06% | +50.0% | 加碼 |
| Capitolis Liquid Global Markets LLC | 13,560 | $177.1 萬 | 0.02% | +13,560 | 新進 |
| Jones Financial Companies LLLP | 13,446 | $177.6 萬 | 0.00% | +6,133+83.9% | 加碼 |
| Choate Investment Advisors | 13,723 | $179.2 萬 | 0.05% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 13,874 | $181.2 萬 | 0.10% | +13,874 | 新進 |
| First National Bank Sioux Falls | 13,888 | $181.3 萬 | 0.82% | 00.0% | 不變 |
| Ossiam | 13,908 | $181.6 萬 | 0.04% | +12,906+1,288.0% | 加碼 |
| Epoch Investment Partners, Inc. | 13,911 | $181.6 萬 | 0.01% | −242−1.7% | 減碼 |
| TownSquare Capital, LLC | 13,913 | $181.7 萬 | 0.02% | +3,693+36.1% | 加碼 |
| River & Mercantile Asset Management LLP | 13,928 | $181.9 萬 | 0.39% | +761+5.8% | 加碼 |
| Commerce Bank | 13,951 | $182.2 萬 | 0.01% | +978+7.5% | 加碼 |
| Mosaic Financial Group, LLC | 14,000 | $182.8 萬 | 1.30% | 00.0% | 不變 |
| Nomura Holdings Inc | 14,132 | $184.5 萬 | 0.01% | +14,132 | 新進 |
| IHT Wealth Management, LLC | 14,168 | $185.0 萬 | 0.05% | +1,491+11.8% | 加碼 |
| Avalon Trust Co | 14,284 | $186.5 萬 | 0.14% | −6,000−29.6% | 減碼 |
| Walter & Keenan Financial Consulting Co | 14,336 | $187.2 萬 | 0.57% | +10+0.1% | 加碼 |
| Moody National Bank Trust Division | 14,413 | $188.2 萬 | 0.20% | −5,511−27.7% | 減碼 |
| Advisor OS, LLC | 14,546 | $189.9 萬 | 0.19% | +477+3.4% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 14,552 | $190.0 萬 | 0.58% | +1,406+10.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,604 | $190.7 萬 | 0.02% | +1,007+7.4% | 加碼 |
| Raymond James Trust N.A. | 14,714 | $192.1 萬 | 0.04% | −68−0.5% | 減碼 |
| Dakota Wealth Management | 14,743 | $192.5 萬 | 0.04% | +933+6.8% | 加碼 |
| Level Four Advisory Services, LLC | 13,963 | $193.0 萬 | 0.08% | −164−1.2% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $193.6 萬 | 0.32% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 14,898 | $194.5 萬 | 0.30% | +954+6.8% | 加碼 |
| NewEdge Wealth, LLC | 14,947 | $195.2 萬 | 0.04% | +2,350+18.7% | 加碼 |
| Resources Investment Advisors, LLC. | 15,136 | $197.6 萬 | 0.02% | +4,481+42.1% | 加碼 |
| RiverPark Advisors, LLC | 15,205 | $198.5 萬 | 1.62% | −4,198−21.6% | 減碼 |
| Louisbourg Investments Inc. | 18,297 | $199.7 萬 | 0.51% | −300−1.6% | 減碼 |
| United Services Automobile Association | 15,494 | $202.3 萬 | 0.05% | +15,494 | 新進 |
| Grandeur Peak Global Advisors, LLC | 15,499 | $202.4 萬 | 0.17% | +1,486+10.6% | 加碼 |
| Vontobel Holding Ltd. | 15,523 | $202.7 萬 | 0.01% | +8,535+122.1% | 加碼 |
| Lansing Street Advisors | 15,724 | $205.3 萬 | 0.76% | +55+0.4% | 加碼 |
| Park Avenue Securities LLC | 15,810 | $206.4 萬 | 0.02% | +999+6.7% | 加碼 |
| Bradley Foster & Sargent Inc | 15,822 | $206.6 萬 | 0.03% | +3,222+25.6% | 加碼 |
| Fulton Bank, N.A. | 15,881 | $207.4 萬 | 0.08% | +253+1.6% | 加碼 |
| Essex Financial Services, Inc. | 14,965 | $209.8 萬 | 0.15% | −1,091−6.8% | 減碼 |
| Ieq Capital, LLC | 16,120 | $210.5 萬 | 0.03% | +8,331+107.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 16,358 | $213.6 萬 | 0.03% | +5,120+45.6% | 加碼 |
| Arkadios Wealth Advisors | 16,463 | $215.0 萬 | 0.12% | +12,512+316.7% | 加碼 |
| Cross Staff Investments Inc | 16,544 | $216.0 萬 | 1.67% | −2,213−11.8% | 減碼 |
| Oxford Financial Group Ltd | 16,676 | $217.8 萬 | 0.14% | −6,025−26.5% | 減碼 |
| AlTi Global, Inc. | 16,970 | $221.6 萬 | 0.05% | −664−3.8% | 減碼 |
| United Asset Strategies, Inc. | 17,079 | $223.0 萬 | 0.21% | −1,119−6.1% | 減碼 |