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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 2,581 | $38.2 萬 | 0.01% | +309+13.6% | 加碼 |
| Hantz Financial Services, Inc. | 2,582 | $38.2 萬 | 0.01% | −65−2.5% | 減碼 |
| Thompson Davis & Co., Inc. | 2,586 | $38.3 萬 | 0.25% | +261+11.2% | 加碼 |
| LGL Partners, LLC | 2,590 | $38.3 萬 | 0.06% | +108+4.4% | 加碼 |
| Evercore Wealth Management, LLC | 2,617 | $38.7 萬 | 0.01% | +2+0.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 2,622 | $38.8 萬 | 0.06% | −98−3.6% | 減碼 |
| Middleton & Co Inc | 2,622 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,625 | $38.8 萬 | 0.02% | +22+0.8% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $38.9 萬 | 0.07% | 00.0% | 不變 |
| Optiver Holding B.V. | 2,641 | $39.1 萬 | 0.01% | −1,028−28.0% | 減碼 |
| Washington Trust Bank | 2,645 | $39.1 萬 | 0.04% | +10.0% | 加碼 |
| Jump Financial, LLC | 2,658 | $39.3 萬 | 0.01% | −2,181−45.1% | 減碼 |
| Twinbeech Capital LP | 2,667 | $39.4 萬 | 0.01% | −1,549−36.7% | 減碼 |
| Capital International Ltd | 2,682 | $39.7 萬 | 0.02% | +2,682 | 新進 |
| Newbridge Financial Services Group, Inc. | 2,733 | $40.4 萬 | 0.10% | −169−5.8% | 減碼 |
| Optimize Financial Inc | 2,760 | $40.8 萬 | 0.31% | +2,760 | 新進 |
| Essex Savings Bank | 2,794 | $41.3 萬 | 0.10% | −591−17.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 2,797 | $41.4 萬 | 0.03% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,817 | $41.7 萬 | 0.02% | +360+14.7% | 加碼 |
| Camden Capital, LLC | 2,829 | $41.8 萬 | 0.05% | +1,250+79.2% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,847 | $42.1 萬 | 0.08% | +629+28.4% | 加碼 |
| LFA - Lugano Financial Advisors SA | 2,850 | $42.2 萬 | 0.28% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 2,860 | $42.3 萬 | 0.02% | +2,860 | 新進 |
| Catalyst Private Wealth, LLC | 2,869 | $42.4 萬 | 0.19% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 2,873 | $42.5 萬 | 0.01% | +1,249+76.9% | 加碼 |
| Haverford Trust Co | 2,874 | $42.5 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,878 | $42.6 萬 | 0.01% | +631+28.1% | 加碼 |
| NorthRock Partners, LLC | 2,887 | $42.7 萬 | 0.01% | +96+3.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,887 | $42.7 萬 | 0.02% | −2,392−45.3% | 減碼 |
| Peapack Gladstone Financial Corp | 2,904 | $42.9 萬 | 0.01% | −153−5.0% | 減碼 |
| Wealthspire Advisors, LLC | 2,902 | $42.9 萬 | 0.00% | +590+25.5% | 加碼 |
| Ostrum Asset Management | 2,928 | $43.3 萬 | 0.04% | −121−4.0% | 減碼 |
| Childress Capital Advisors, LLC | 2,932 | $43.4 萬 | 0.12% | +130+4.6% | 加碼 |
| WealthPLAN Partners, LLC | 2,935 | $43.4 萬 | 0.06% | +1,320+81.7% | 加碼 |
| BlueStem Wealth Partners, LLC | 2,951 | $43.6 萬 | 0.06% | +2,951 | 新進 |
| Diversify Advisory Services, LLC | 3,099 | $43.7 萬 | 0.02% | +3,099 | 新進 |
| Exencial Wealth Advisors, LLC | 2,957 | $43.7 萬 | 0.02% | +2,957 | 新進 |
| Meadow Creek Wealth Advisors LLC | 2,959 | $43.8 萬 | 0.32% | −111−3.6% | 減碼 |
| Montag A & Associates Inc | 2,972 | $44.0 萬 | 0.02% | +88+3.1% | 加碼 |
| Aspen Grove Capital, LLC | 2,977 | $44.0 萬 | 0.09% | +10.0% | 加碼 |
| Cornerstone Advisory, LLC | 3,148 | $44.3 萬 | 0.05% | +143+4.8% | 加碼 |
| Wellington Shields & Co., LLC | 3,000 | $44.4 萬 | 0.14% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 3,000 | $44.4 萬 | 0.15% | 00.0% | 不變 |
| Davis R M Inc | 3,035 | $44.9 萬 | 0.01% | +3,035 | 新進 |
| Mainstay Capital Management LLC | 3,063 | $45.3 萬 | 0.07% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 3,095 | $45.8 萬 | 0.23% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 3,166 | $46.8 萬 | 0.25% | +10.0% | 加碼 |
| Sovereign Financial Group, Inc. | 3,172 | $46.9 萬 | 0.11% | +9+0.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 3,180 | $47.0 萬 | 0.01% | −700−18.0% | 減碼 |
| Lindbrook Capital, LLC | 3,179 | $47.0 萬 | 0.04% | +102+3.3% | 加碼 |
| Hodges Capital Management Inc. | 3,200 | $47.3 萬 | 0.03% | −308−8.8% | 減碼 |
| Jackson Wealth Management, LLC | 3,213 | $47.5 萬 | 0.05% | +886+38.1% | 加碼 |
| Okabena Investment Services Inc | 3,219 | $47.6 萬 | 0.13% | −1,949−37.7% | 減碼 |
| Harbor Investment Advisory, LLC | 3,220 | $47.6 萬 | 0.04% | +717+28.6% | 加碼 |
| Kolinsky Wealth Management, LLC | 3,223 | $47.7 萬 | 0.29% | −91−2.7% | 減碼 |
| RIA Advisory Group LLC | 3,247 | $48.0 萬 | 0.16% | +3,247 | 新進 |
| Integrated Wealth Concepts LLC | 3,300 | $48.8 萬 | 0.01% | +707+27.3% | 加碼 |
| Apella Capital, LLC | 3,304 | $48.9 萬 | 0.02% | −17−0.5% | 減碼 |
| LRT Capital Management, LLC | 3,330 | $49.3 萬 | 0.39% | +3,330 | 新進 |
| Concord Wealth Partners | 3,366 | $49.8 萬 | 0.08% | −646−16.1% | 減碼 |
| Leavell Investment Management, Inc. | 3,368 | $49.8 萬 | 0.02% | 00.0% | 不變 |
| New Century Financial Group, LLC | 3,288 | $50.0 萬 | 0.21% | −834−20.2% | 減碼 |
| Cypress Wealth Services, LLC | 3,385 | $50.1 萬 | 0.10% | +54+1.6% | 加碼 |
| Clearwater Capital Advisors, LLC | 3,395 | $50.2 萬 | 0.05% | −200−5.6% | 減碼 |
| Voleon Capital Management LP | 3,473 | $51.4 萬 | 0.04% | +3,473 | 新進 |
| Argent Trust Co | 3,488 | $51.6 萬 | 0.02% | +200+6.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,493 | $51.7 萬 | 0.01% | +10+0.3% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,500 | $51.8 萬 | 0.01% | +3,500 | 新進 |
| Sunbelt Securities, Inc. | 3,533 | $52.4 萬 | 0.05% | −12−0.3% | 減碼 |
| Gitterman Wealth Management, LLC | 3,551 | $52.5 萬 | 0.22% | 00.0% | 不變 |
| Leo Wealth, LLC | 3,555 | $52.6 萬 | 0.05% | −7−0.2% | 減碼 |
| Citizens National Bank Trust Department | 3,555 | $52.6 萬 | 0.11% | 00.0% | 不變 |
| Panagora Asset Management Inc | 3,560 | $52.7 萬 | 0.00% | −10.0% | 減碼 |
| Cercano Management LLC | 3,560 | $52.7 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,577 | $52.9 萬 | 0.02% | +179+5.3% | 加碼 |
| Triumph Capital Management | 3,600 | $53.2 萬 | 0.18% | −3,400−48.6% | 減碼 |
| HHM Wealth Advisors, LLC | 3,610 | $53.4 萬 | 0.07% | +122+3.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 3,598 | $53.4 萬 | 0.01% | +1,037+40.5% | 加碼 |
| Bingham Private Wealth, LLC | 3,653 | $54.0 萬 | 0.57% | +3,653 | 新進 |
| Knightsbridge Asset Management, LLC | 3,669 | $54.3 萬 | 0.13% | −156−4.1% | 減碼 |
| Main Street Financial Solutions, LLC | 3,686 | $54.5 萬 | 0.05% | +1,725+88.0% | 加碼 |
| Banco BTG Pactual S.A. | 3,663 | $54.6 萬 | 0.13% | +3,663 | 新進 |
| Ssi Investment Management LLC | 3,698 | $54.7 萬 | 0.04% | −5−0.1% | 減碼 |
| Flow Traders U.S. LLC | 3,712 | $54.9 萬 | 0.02% | +3,712 | 新進 |
| L.M. Kohn & Company | 3,735 | $55.2 萬 | 0.14% | −257−6.4% | 減碼 |
| Aaron Wealth Advisors | 3,752 | $55.5 萬 | 0.06% | +64+1.7% | 加碼 |
| SMART Wealth LLC | 3,752 | $55.5 萬 | 0.20% | +3,752 | 新進 |
| Genesis Private Wealth, LLC | 3,754 | $55.5 萬 | 0.31% | +3,754 | 新進 |
| TAGStone Capital, Inc. | 3,776 | $55.8 萬 | 0.27% | +5+0.1% | 加碼 |
| Resurgent Financial Advisors LLC | 3,773 | $55.8 萬 | 0.33% | +9+0.2% | 加碼 |
| Bridgefront Capital, LLC | 3,781 | $55.9 萬 | 0.19% | +728+23.8% | 加碼 |
| We Are One Seven, LLC | 3,788 | $56.0 萬 | 0.02% | +1,035+37.6% | 加碼 |
| Ade, LLC | 3,805 | $56.3 萬 | 0.35% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 3,994 | $56.3 萬 | 0.24% | +3,994 | 新進 |
| Shelton Capital Management | 3,810 | $56.4 萬 | 0.01% | −133−3.4% | 減碼 |
| Hardin Capital Partners, LLC | 3,813 | $56.4 萬 | 0.34% | +13+0.3% | 加碼 |
| Johnson Investment Counsel Inc | 3,813 | $56.4 萬 | 0.01% | +487+14.6% | 加碼 |
| Tradition Wealth Management, LLC | 3,816 | $56.4 萬 | 0.05% | −53−1.4% | 減碼 |
| Prelude Capital Management, LLC | 3,823 | $56.5 萬 | 0.05% | −717−15.8% | 減碼 |
| Fjell Capital, LLC | 3,823 | $56.5 萬 | 0.58% | +3,823 | 新進 |