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 |
|---|---|---|---|---|---|
| Optimas Capital Ltd | 53,645 | $700.5 萬 | 6.64% | +53,645 | 新進 |
| Coastal Bridge Advisors, LLC | 53,240 | $695.2 萬 | 1.72% | −4,064−7.1% | 減碼 |
| Umb Bank N A | 53,194 | $694.6 萬 | 0.11% | +50,757+2,082.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 52,923 | $691.1 萬 | 0.07% | +18,398+53.3% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 52,923 | $691.1 萬 | 0.07% | +52,923 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 50,999 | $673.9 萬 | 0.03% | −2,168−4.1% | 減碼 |
| US Bancorp | 50,816 | $663.6 萬 | 0.01% | +4,388+9.5% | 加碼 |
| Waterfront Wealth Inc. | 47,045 | $655.0 萬 | 1.61% | −145−0.3% | 減碼 |
| Pacer Advisors, Inc. | 50,023 | $653.2 萬 | 0.01% | +2,668+5.6% | 加碼 |
| TRB Advisors LP | 50,000 | $652.9 萬 | 1.20% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 49,830 | $650.7 萬 | 0.17% | +47,975+2,586.3% | 加碼 |
| Pinnbrook Capital Management LP | 49,821 | $650.6 萬 | 1.97% | +4,643+10.3% | 加碼 |
| Gateway Investment Advisers LLC | 49,619 | $647.9 萬 | 0.07% | −50,159−50.3% | 減碼 |
| Castleark Management LLC | 49,570 | $647.3 萬 | 0.26% | +49,570 | 新進 |
| Cresset Asset Management, LLC | 49,506 | $646.5 萬 | 0.03% | +6,434+14.9% | 加碼 |
| Strategic Blueprint, LLC | 49,415 | $645.3 萬 | 0.40% | +85+0.2% | 加碼 |
| AQR Capital Management LLC | 49,214 | $642.6 萬 | 0.01% | +17,267+54.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 48,765 | $636.7 萬 | 0.16% | −1,463−2.9% | 減碼 |
| AE Wealth Management LLC | 48,519 | $633.6 萬 | 0.06% | +48,519 | 新進 |
| Patton Fund Management, Inc. | 48,229 | $629.8 萬 | 1.30% | +48,229 | 新進 |
| GWM Advisors LLC | 48,027 | $627.1 萬 | 0.04% | +40,706+556.0% | 加碼 |
| WMS Partners, LLC | 47,468 | $619.8 萬 | 0.35% | +47,468 | 新進 |
| Guggenheim Capital LLC | 47,379 | $618.7 萬 | 0.04% | +19,812+71.9% | 加碼 |
| Kentucky Retirement Systems | 46,984 | $613.5 萬 | 0.18% | −3,170−6.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 46,850 | $611.8 萬 | 0.11% | +10,163+27.7% | 加碼 |
| O'Rourke & Company, Inc | 45,813 | $598.2 萬 | 2.99% | +683+1.5% | 加碼 |
| Pinnacle Financial Partners Inc | 45,580 | $595.2 萬 | 0.12% | +222+0.5% | 加碼 |
| Samjo Management, LLC | 45,335 | $592.0 萬 | 2.04% | −390−0.9% | 減碼 |
| Atria Investments LLC | 45,329 | $591.9 萬 | 0.07% | +4,235+10.3% | 加碼 |
| Staley Capital Advisers Inc | 45,000 | $587.6 萬 | 0.26% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 44,848 | $585.6 萬 | 2.69% | +65+0.1% | 加碼 |
| Gotham Asset Management, LLC | 44,219 | $577.4 萬 | 0.06% | +2,272+5.4% | 加碼 |
| Mizuho Securities USA LLC | 43,733 | $571.1 萬 | 0.12% | −7,586−14.8% | 減碼 |
| Sierra Capital LLC | 43,158 | $563.6 萬 | 0.67% | +21,138+96.0% | 加碼 |
| Hartford Investment Management Co | 42,530 | $555.4 萬 | 0.18% | −185−0.4% | 減碼 |
| Cacti Asset Management LLC | 41,630 | $551.1 萬 | 0.42% | 00.0% | 不變 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $546.6 萬 | 1.37% | 00.0% | 不變 |
| Jackson Square Partners, LLC | 41,575 | $542.9 萬 | 0.47% | −15,328−26.9% | 減碼 |
| Alps Advisors Inc | 41,400 | $540.6 萬 | 0.04% | −5,373−11.5% | 減碼 |
| IFP Advisors, Inc | 40,867 | $533.6 萬 | 0.19% | +3,692+9.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 40,294 | $526.2 萬 | 0.00% | −4,528−10.1% | 減碼 |
| First Trust Investment Solutions L.P. | 40,267 | $525.8 萬 | 0.59% | +40,267 | 新進 |
| Metavasi Capital LP | 40,000 | $522.3 萬 | 2.74% | −17,053−29.9% | 減碼 |
| Walleye Capital LLC | 39,939 | $521.5 萬 | 0.06% | −17,745−30.8% | 減碼 |
| Bleakley Financial Group, LLC | 39,724 | $518.7 萬 | 0.16% | +11,913+42.8% | 加碼 |
| Maryland State Retirement & Pension System | 38,838 | $507.1 萬 | 0.11% | −13,653−26.0% | 減碼 |
| Omers Administration Corp | 38,711 | $505.5 萬 | 0.05% | −1,100−2.8% | 減碼 |
| TD Private Client Wealth LLC | 38,287 | $500.0 萬 | 0.14% | +1,978+5.4% | 加碼 |
| Fifth Third Bancorp | 38,181 | $498.6 萬 | 0.02% | +5,856+18.1% | 加碼 |
| Louisiana State Employees Retirement System | 38,000 | $496.2 萬 | 0.09% | +300+0.8% | 加碼 |
| Rothschild Investment LLC | 37,768 | $493.2 萬 | 0.32% | −49−0.1% | 減碼 |
| Rakuten Investment Management, Inc. | 37,241 | $492.1 萬 | 0.03% | +9,536+34.4% | 加碼 |
| Securian Asset Management, Inc | 37,240 | $486.3 萬 | 0.14% | −1,029−2.7% | 減碼 |
| Close Asset Management Ltd | 36,615 | $478.1 萬 | 0.15% | −25−0.1% | 減碼 |
| Curbstone Financial Management Corp | 36,358 | $474.8 萬 | 1.02% | −540−1.5% | 減碼 |
| SG Americas Securities, LLC | 36,295 | $473.9 萬 | 0.02% | −61,185−62.8% | 減碼 |
| Cinctive Capital Management LP | 36,186 | $472.5 萬 | 0.27% | +36,186 | 新進 |
| Mesirow Financial Investment Management, Inc. | 35,918 | $469.0 萬 | 0.09% | −761−2.1% | 減碼 |
| Natixis | 35,828 | $467.8 萬 | 0.03% | −74,211−67.4% | 減碼 |
| Advisors Asset Management, Inc. | 35,455 | $463.0 萬 | 0.09% | +3,072+9.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 35,071 | $458.0 萬 | 0.04% | +4,808+15.9% | 加碼 |
| CIBC World Markets Inc. | 34,874 | $455.4 萬 | 0.01% | −77,531−69.0% | 減碼 |
| Sabal Trust CO | 34,684 | $452.9 萬 | 0.25% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 34,556 | $451.2 萬 | 0.69% | −40−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 33,046 | $451.2 萬 | 0.04% | +8,422+34.2% | 加碼 |
| Avitas Wealth Management LLC | 34,128 | $445.6 萬 | 0.63% | −342−1.0% | 減碼 |
| Maltese Capital Management LLC | 34,000 | $444.0 萬 | 0.72% | +16,400+93.2% | 加碼 |
| Concentric Capital Strategies, LP | 33,516 | $437.7 萬 | 0.28% | −20,201−37.6% | 減碼 |
| PenderFund Capital Management Ltd. | 24,720 | $436.6 萬 | 1.01% | −6,700−21.3% | 減碼 |
| Larson Financial Group LLC | 33,272 | $434.5 萬 | 0.25% | +920+2.8% | 加碼 |
| Capital Analysts, LLC | 32,933 | $430.0 萬 | 0.18% | +44+0.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 32,866 | $429.2 萬 | 0.31% | +1,808+5.8% | 加碼 |
| Ingalls & Snyder LLC | 32,805 | $428.4 萬 | 0.17% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 32,681 | $426.7 萬 | 3.01% | −68−0.2% | 減碼 |
| New Mexico Educational Retirement Board | 32,500 | $424.4 萬 | 0.14% | −1,100−3.3% | 減碼 |
| Richard Bernstein Advisors LLC | 31,626 | $413.0 萬 | 0.09% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 31,547 | $411.9 萬 | 0.07% | +1,603+5.4% | 加碼 |
| PEAK6 Investments LLC | 31,405 | $410.1 萬 | 0.21% | +31,405 | 新進 |
| Proficio Capital Partners LLC | 30,954 | $404.2 萬 | 0.40% | −168−0.5% | 減碼 |
| Sit Investment Associates Inc | 30,865 | $403.0 萬 | 0.09% | −7,410−19.4% | 減碼 |
| AXA S.A. | 29,999 | $391.7 萬 | 0.01% | +14,756+96.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 29,577 | $386.2 萬 | 0.10% | −53,827−64.5% | 減碼 |
| Two Sigma Investments, LP | 29,324 | $382.9 萬 | 0.01% | +45+0.2% | 加碼 |
| Coronation Fund Managers Ltd. | 29,258 | $382.1 萬 | 0.21% | −25,232−46.3% | 減碼 |
| M&T Bank Corp | 28,983 | $378.5 萬 | 0.01% | −49−0.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 28,841 | $376.6 萬 | 0.01% | +2,213+8.3% | 加碼 |
| Metis Global Partners, LLC | 28,603 | $373.5 萬 | 0.12% | +1,233+4.5% | 加碼 |
| Teton Advisors, Inc. | 28,300 | $369.5 萬 | 1.65% | −11,700−29.3% | 減碼 |
| Allen Investment Management LLC | 28,101 | $366.9 萬 | 0.04% | +28,101 | 新進 |
| Siemens Fonds Invest GmbH | 27,978 | $365.3 萬 | 0.29% | +754+2.8% | 加碼 |
| Accuvest Global Advisors | 27,900 | $364.3 萬 | 3.13% | −7,382−20.9% | 減碼 |
| Rational Advisors LLC | 27,900 | $364.3 萬 | 0.35% | −4,000−12.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 27,561 | $359.9 萬 | 0.00% | −151,904−84.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 26,453 | $356.0 萬 | 0.07% | +18,877+249.2% | 加碼 |
| Wealthfront Advisers LLC | 27,110 | $354.0 萬 | 0.01% | +4,506+19.9% | 加碼 |
| Iridian Asset Management LLC | 27,084 | $353.7 萬 | 0.76% | −13,077−32.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 26,780 | $349.7 萬 | 0.06% | +120+0.5% | 加碼 |
| CenterBook Partners LP | 26,587 | $347.2 萬 | 0.21% | +26,587 | 新進 |
| Barr E S & Co | 26,575 | $347.0 萬 | 0.22% | −550−2.0% | 減碼 |
| Thrivent Financial for Lutherans | 26,463 | $345.6 萬 | 0.01% | −42,241−61.5% | 減碼 |