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 4 季 13F 持有人
KKR & Co. Inc. 在 2024/12/31 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
- 1,324
- 較 2024 年第 3 季 +174 家
- 持有股數
- 5.34 億
- 較 2024 年第 3 季 +361.7 萬 (+0.7%)
- 總市值
- $789.1 億
- 較 2024 年第 3 季 +$97.5 億 (+14.1%)
- 新進機構
- 234
- 另有 493 家加碼
- 清倉機構
- 60
- 另有 422 家減碼
另有 22 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 1,888 | $27.9 萬 | 0.02% | +386+25.7% | 加碼 |
| Conservest Capital Advisors, Inc. | 1,891 | $28.0 萬 | 0.03% | −313−14.2% | 減碼 |
| ORG Partners LLC | 1,891 | $28.0 萬 | 0.04% | −230−10.8% | 減碼 |
| MidAtlantic Capital Management, Inc. | 1,897 | $28.1 萬 | 0.21% | 00.0% | 不變 |
| Change Path, LLC | 1,924 | $28.5 萬 | 0.01% | +1,924 | 新進 |
| Prosperity Consulting Group, LLC | 1,925 | $28.5 萬 | 0.02% | +1,925 | 新進 |
| Navis Wealth Advisors, LLC | 1,929 | $28.5 萬 | 0.31% | +17+0.9% | 加碼 |
| St Germain D J Co Inc | 1,930 | $28.5 萬 | 0.01% | +20+1.0% | 加碼 |
| Lantz Financial LLC | 1,936 | $28.6 萬 | 0.08% | −186−8.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,940 | $28.7 萬 | 0.04% | +49+2.6% | 加碼 |
| Mullaney, Keating & Wright, Inc. | 1,942 | $28.7 萬 | 0.19% | +61+3.2% | 加碼 |
| Banque de Luxembourg S.A. | 1,936 | $28.8 萬 | 0.15% | +1,936 | 新進 |
| Montecito Bank & Trust | 1,946 | $28.8 萬 | 0.05% | +173+9.8% | 加碼 |
| Modera Wealth Management, LLC | 1,948 | $28.8 萬 | 0.00% | −35−1.8% | 減碼 |
| Schechter Investment Advisors, LLC | 1,966 | $29.1 萬 | 0.02% | +184+10.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 1,972 | $29.2 萬 | 0.01% | +224+12.8% | 加碼 |
| Pitcairn Co | 1,976 | $29.2 萬 | 0.02% | +321+19.4% | 加碼 |
| PFG Advisors | 1,981 | $29.3 萬 | 0.02% | +6+0.3% | 加碼 |
| Rothschild Capital Partners, LLC | 1,990 | $29.4 萬 | 0.07% | +1,990 | 新進 |
| Callan Family Office, LLC | 1,997 | $29.5 萬 | 0.02% | +1,997 | 新進 |
| Stock Yards Bank & Trust Co | 2,000 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 2,000 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Benin Management CORP | 2,000 | $29.6 萬 | 0.08% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,000 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Harbor Advisors LLC | 2,000 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Fortis Advisors, LLC | 2,000 | $29.6 萬 | 0.19% | 00.0% | 不變 |
| Granite FO LLC | 2,000 | $29.6 萬 | 0.17% | 00.0% | 不變 |
| Savant Capital, LLC | 2,001 | $29.6 萬 | 0.00% | +431+27.5% | 加碼 |
| Concorde Asset Management, LLC | 2,002 | $29.6 萬 | 0.15% | 00.0% | 不變 |
| VELA Investment Management, LLC | 2,009 | $29.7 萬 | 0.10% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,018 | $29.8 萬 | 0.14% | +2,018 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,023 | $29.9 萬 | 0.01% | +2,023 | 新進 |
| Avantax Planning Partners, Inc. | 2,025 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 2,026 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Edge Capital Group, LLC | 2,058 | $30.4 萬 | 0.01% | +78+3.9% | 加碼 |
| Virtus Family Office LLC | 2,074 | $30.7 萬 | 0.38% | −337−14.0% | 減碼 |
| Smartleaf Asset Management LLC | 2,072 | $30.7 萬 | 0.03% | +734+54.9% | 加碼 |
| Norden Group LLC | 2,089 | $30.9 萬 | 0.03% | +2,089 | 新進 |
| First Horizon Advisors, Inc. | 2,091 | $30.9 萬 | 0.01% | −82−3.8% | 減碼 |
| GeoWealth Management, LLC | 2,101 | $31.1 萬 | 0.01% | +51+2.5% | 加碼 |
| Beaton Management Co. Inc. | 2,100 | $31.1 萬 | 0.16% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 2,103 | $31.1 萬 | 0.07% | 00.0% | 不變 |
| Everpar Advisors LLC | 2,113 | $31.3 萬 | 0.16% | +30+1.4% | 加碼 |
| Wealth Alliance | 2,113 | $31.3 萬 | 0.04% | −168−7.4% | 減碼 |
| 44 Wealth Management LLC | 2,120 | $31.4 萬 | 0.12% | −180−7.8% | 減碼 |
| Integris Wealth Management, LLC | 2,129 | $31.5 萬 | 0.09% | +284+15.4% | 加碼 |
| Aviance Capital Partners, LLC | 2,137 | $31.6 萬 | 0.04% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 2,154 | $31.9 萬 | 0.01% | +41+1.9% | 加碼 |
| Keystone Financial Group | 2,162 | $32.0 萬 | 0.03% | −70−3.1% | 減碼 |
| AdvisorNet Financial, Inc | 2,180 | $32.2 萬 | 0.03% | +1,759+417.8% | 加碼 |
| AMG National Trust Bank | 2,185 | $32.3 萬 | 0.01% | +106+5.1% | 加碼 |
| West Michigan Advisors, LLC | 2,196 | $32.5 萬 | 0.10% | +2,196 | 新進 |
| Shepherd Financial Partners LLC | 2,220 | $32.8 萬 | 0.04% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 2,220 | $32.8 萬 | 0.01% | +375+20.3% | 加碼 |
| Quotient Wealth Partners, LLC | 2,235 | $33.1 萬 | 0.01% | +125+5.9% | 加碼 |
| Banco Santander, S.A. | 2,238 | $33.1 萬 | 0.00% | +2,238 | 新進 |
| Kingsview Wealth Management, LLC | 2,253 | $33.3 萬 | 0.01% | +302+15.5% | 加碼 |
| Alta Advisers Ltd | 2,263 | $33.5 萬 | 0.21% | +363+19.1% | 加碼 |
| Brookstone Capital Management | 2,267 | $33.5 萬 | 0.00% | +2,267 | 新進 |
| Pring Turner Capital Group Inc | 2,280 | $33.7 萬 | 0.23% | 00.0% | 不變 |
| 111 Capital | 2,284 | $33.8 萬 | 0.07% | +2,284 | 新進 |
| Tocqueville Asset Management L.P. | 2,295 | $33.9 萬 | 0.01% | 00.0% | 不變 |
| West Wealth Group, LLC | 2,299 | $34.0 萬 | 0.10% | +108+4.9% | 加碼 |
| Texas Bank & Trust Co | 2,300 | $34.0 萬 | 0.14% | +2,300 | 新進 |
| Hexagon Capital Partners LLC | 2,310 | $34.2 萬 | 0.06% | −57−2.4% | 減碼 |
| Ronald Blue Trust, Inc. | 2,311 | $34.2 萬 | 0.00% | −2,280−49.7% | 減碼 |
| Vulcan Value Partners, LLC | 2,316 | $34.3 萬 | 0.01% | −1,851,795−99.9% | 減碼 |
| Peak Planning Group, LLC | 2,325 | $34.4 萬 | 0.14% | +552+31.1% | 加碼 |
| Cypress Point Wealth Management, LLC | 2,325 | $34.4 萬 | 0.11% | −165−6.6% | 減碼 |
| Cooper Capital Advisors LLC | 2,333 | $34.5 萬 | 0.36% | +2,333 | 新進 |
| First National Trust Co | 2,338 | $34.6 萬 | 0.01% | +2+0.1% | 加碼 |
| Connecticut Wealth Management, LLC | 2,347 | $34.7 萬 | 0.02% | +2,347 | 新進 |
| Objective Capital Management, LLC | 2,353 | $34.8 萬 | 0.23% | −45−1.9% | 減碼 |
| Steel Peak Wealth Management LLC | 2,370 | $35.1 萬 | 0.01% | +52+2.2% | 加碼 |
| Drive Wealth Management, LLC | 2,377 | $35.2 萬 | 0.09% | +11+0.5% | 加碼 |
| Sand Hill Global Advisors, LLC | 2,381 | $35.2 萬 | 0.01% | −50−2.1% | 減碼 |
| Conning Inc. | 2,387 | $35.3 萬 | 0.01% | +2,387 | 新進 |
| Northside Capital Management, LLC | 2,388 | $35.3 萬 | 0.09% | −515−17.7% | 減碼 |
| Banque Pictet & Cie SA | 2,400 | $35.5 萬 | 0.00% | 00.0% | 不變 |
| Roundview Capital LLC | 2,401 | $35.5 萬 | 0.02% | +2,401 | 新進 |
| Advisors Capital Management, LLC | 2,401 | $35.5 萬 | 0.01% | −234−8.9% | 減碼 |
| XTX Topco Ltd | 2,404 | $35.6 萬 | 0.03% | −15,514−86.6% | 減碼 |
| Freestone Capital Holdings, LLC | 2,404 | $35.6 萬 | 0.01% | −27−1.1% | 減碼 |
| Ashton Thomas Securities, LLC | 2,417 | $35.7 萬 | 0.10% | +1,825+308.3% | 加碼 |
| Northwest Bancshares, Inc. | 2,425 | $35.9 萬 | 0.07% | −300−11.0% | 減碼 |
| Taika Capital, LP | 2,430 | $35.9 萬 | 0.27% | +2,430 | 新進 |
| D'Orazio & Associates, Inc. | 2,432 | $36.0 萬 | 0.05% | +6+0.2% | 加碼 |
| Congress Wealth Management LLC | 2,436 | $36.0 萬 | 0.00% | +2,436 | 新進 |
| International Assets Investment Management, LLC | 2,420 | $36.1 萬 | 0.03% | −340,562−99.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,443 | $36.1 萬 | 0.02% | +51+2.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 2,453 | $36.3 萬 | 0.08% | −5,172−67.8% | 減碼 |
| Roof Eidam & Maycock | 2,470 | $36.5 萬 | 0.09% | +5+0.2% | 加碼 |
| Avestar Capital, LLC | 2,475 | $36.6 萬 | 0.03% | +339+15.9% | 加碼 |
| AA Financial Advisors, LLC | 2,485 | $36.8 萬 | 0.10% | +632+34.1% | 加碼 |
| Trustmark National Bank Trust Department | 2,500 | $37.0 萬 | 0.03% | −500−16.7% | 減碼 |
| Ballast, Inc. | 2,500 | $37.0 萬 | 0.11% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,505 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Summit Global Investments | 2,517 | $37.2 萬 | 0.02% | +2,517 | 新進 |
| Naviter Wealth, LLC | 2,543 | $37.6 萬 | 0.05% | +268+11.8% | 加碼 |
| TFC Financial Management | 2,553 | $37.8 萬 | 0.06% | 00.0% | 不變 |