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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 3,858 | $57.1 萬 | 0.03% | +3,858 | 新進 |
| Register Financial Advisors LLC | 3,897 | $57.6 萬 | 0.29% | +2+0.1% | 加碼 |
| Mount Lucas Management LP | 3,899 | $57.7 萬 | 0.20% | −821−17.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,910 | $57.8 萬 | 0.19% | −150−3.7% | 減碼 |
| Parcion Private Wealth LLC | 3,912 | $57.9 萬 | 0.04% | −57−1.4% | 減碼 |
| Calamos Wealth Management LLC | 3,918 | $58.0 萬 | 0.03% | +78+2.0% | 加碼 |
| Operose Advisors LLC | 3,925 | $58.1 萬 | 0.20% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 3,945 | $58.4 萬 | 0.02% | −137−3.4% | 減碼 |
| U S Global Investors Inc | 3,950 | $58.4 萬 | 0.06% | −5,000−55.9% | 減碼 |
| XML Financial, LLC | 4,007 | $59.3 萬 | 0.05% | +228+6.0% | 加碼 |
| Golden State Wealth Management, LLC | 4,015 | $59.4 萬 | 0.09% | +4,015 | 新進 |
| Kavar Capital Partners Group, LLC | 4,022 | $59.5 萬 | 0.10% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 4,028 | $59.6 萬 | 0.09% | +561+16.2% | 加碼 |
| Samalin Investment Counsel, LLC | 4,028 | $59.6 萬 | 0.26% | −303−7.0% | 減碼 |
| Ameritas Advisory Services, LLC | 4,060 | $60.0 萬 | 0.02% | +2,168+114.6% | 加碼 |
| Teza Capital Management LLC | 4,074 | $60.3 萬 | 0.09% | +4,074 | 新進 |
| Howard Capital Management Inc. | 4,075 | $60.3 萬 | 0.01% | +207+5.4% | 加碼 |
| Dana Investment Advisors, Inc. | 4,081 | $60.4 萬 | 0.02% | −412−9.2% | 減碼 |
| Wedmont Private Capital | 4,320 | $60.9 萬 | 0.03% | −6,589−60.4% | 減碼 |
| Colonial River Wealth Management, LLC | 4,117 | $60.9 萬 | 0.29% | +4,117 | 新進 |
| Ethic Inc. | 4,136 | $61.2 萬 | 0.01% | −64−1.5% | 減碼 |
| Kovack Advisors, Inc. | 4,136 | $61.2 萬 | 0.06% | +162+4.1% | 加碼 |
| RDA Financial Network | 4,168 | $61.7 萬 | 0.18% | −231−5.3% | 減碼 |
| Watershed Private Wealth LLC | 4,179 | $61.8 萬 | 0.24% | 00.0% | 不變 |
| FFT Wealth Management LLC | 4,189 | $62.0 萬 | 0.05% | +1,650+65.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,200 | $62.1 萬 | 0.01% | −800−16.0% | 減碼 |
| Coldstream Capital Management Inc | 4,208 | $62.2 萬 | 0.01% | +941+28.8% | 加碼 |
| FreeGulliver LLC | 4,227 | $62.5 萬 | 0.33% | −76−1.8% | 減碼 |
| Fountainhead AM, LLC | 4,287 | $63.4 萬 | 0.12% | −338−7.3% | 減碼 |
| Lake Street Advisors Group, LLC | 4,297 | $63.6 萬 | 0.03% | −370−7.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,345 | $64.3 萬 | 0.10% | +50+1.2% | 加碼 |
| one8zero8, LLC | 4,416 | $65.3 萬 | 0.14% | +4,416 | 新進 |
| First City Capital Management, Inc. | 4,496 | $66.5 萬 | 0.35% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $66.6 萬 | 0.13% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 4,510 | $66.7 萬 | 0.46% | +4,510 | 新進 |
| Manchester Capital Management LLC | 4,522 | $66.9 萬 | 0.08% | +1,174+35.1% | 加碼 |
| Westpac Banking Corp | 4,525 | $66.9 萬 | 0.04% | +899+24.8% | 加碼 |
| iA Global Asset Management Inc. | 4,530 | $67.0 萬 | 0.01% | 00.0% | 不變 |
| Family Management Corp | 4,538 | $67.1 萬 | 0.11% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $67.4 萬 | 0.05% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 4,566 | $67.5 萬 | 0.05% | +4,566 | 新進 |
| Crestwood Advisors Group LLC | 4,572 | $67.6 萬 | 0.01% | −115−2.5% | 減碼 |
| 10Elms LLP | 4,594 | $67.9 萬 | 0.70% | +4,594 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,610 | $68.2 萬 | 0.01% | −6,664−59.1% | 減碼 |
| Fundamentun, LLC | 4,610 | $68.2 萬 | 0.04% | +2,228+93.5% | 加碼 |
| Brighton Jones LLC | 4,661 | $68.9 萬 | 0.02% | +2,437+109.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $69.1 萬 | 0.04% | −200−4.1% | 減碼 |
| Emprise Bank | 4,681 | $69.2 萬 | 0.39% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $69.5 萬 | 0.23% | 00.0% | 不變 |
| Fusion Capital, LLC | 4,728 | $69.9 萬 | 0.28% | +5+0.1% | 加碼 |
| Emerald Advisers, LLC | 4,733 | $70.0 萬 | 0.03% | −103−2.1% | 減碼 |
| Prospera Financial Services Inc | 4,797 | $71.0 萬 | 0.02% | −283−5.6% | 減碼 |
| Duncker Streett & Co Inc | 4,800 | $71.0 萬 | 0.13% | 00.0% | 不變 |
| Eschler Asset Management LLP | 4,815 | $71.2 萬 | 1.67% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 4,815 | $71.2 萬 | 0.10% | +15+0.3% | 加碼 |
| Hilltop Holdings Inc. | 4,820 | $71.3 萬 | 0.05% | +4,820 | 新進 |
| Graham Capital Management, L.P. | 4,833 | $71.5 萬 | 0.02% | +4,833 | 新進 |
| Ieq Capital, LLC | 4,869 | $72.0 萬 | 0.01% | −11,251−69.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 4,874 | $72.1 萬 | 0.05% | +2,055+72.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 4,892 | $72.4 萬 | 0.06% | 00.0% | 不變 |
| GTS Securities LLC | 4,950 | $73.2 萬 | 0.04% | −5,099−50.7% | 減碼 |
| Carolinas Wealth Consulting LLC | 4,970 | $73.5 萬 | 0.14% | −351−6.6% | 減碼 |
| Principle Wealth Partners LLC | 5,020 | $74.3 萬 | 0.05% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 5,031 | $74.4 萬 | 0.04% | +449+9.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,040 | $74.5 萬 | 0.01% | +5,040 | 新進 |
| Legacy Wealth Management, LLC | 5,048 | $74.7 萬 | 0.30% | +274+5.7% | 加碼 |
| Valeo Financial Advisors, LLC | 5,070 | $75.0 萬 | 0.02% | −27−0.5% | 減碼 |
| Marks Group Wealth Management, Inc | 5,079 | $75.1 萬 | 0.07% | −477−8.6% | 減碼 |
| PGGM Investments | 5,097 | $75.4 萬 | 0.01% | +5,097 | 新進 |
| Evoke Wealth, LLC | 5,108 | $75.6 萬 | 0.02% | +581+12.8% | 加碼 |
| Cary Street Partners Financial LLC | 5,118 | $75.7 萬 | 0.02% | +5,118 | 新進 |
| NFC Investments, LLC | 5,140 | $76.0 萬 | 0.21% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 5,204 | $77.0 萬 | 0.21% | +2,500+92.5% | 加碼 |
| Huntington National Bank | 5,208 | $77.0 萬 | 0.01% | −265−4.8% | 減碼 |
| BNP Paribas | 5,210 | $77.1 萬 | 0.03% | −90−1.7% | 減碼 |
| Toth Financial Advisory Corp | 5,210 | $77.1 萬 | 0.09% | +10+0.2% | 加碼 |
| Red Door Wealth Management, LLC | 5,241 | $77.5 萬 | 0.12% | +97+1.9% | 加碼 |
| Hanlon Investment Management, Inc. | 5,328 | $78.8 萬 | 0.22% | +5,328 | 新進 |
| Golden State Equity Partners | 5,331 | $78.8 萬 | 0.15% | −2,653−33.2% | 減碼 |
| Islay Capital Management, LLC | 5,332 | $78.9 萬 | 0.55% | +676+14.5% | 加碼 |
| Diversified Trust Co | 5,355 | $79.2 萬 | 0.02% | −964−15.3% | 減碼 |
| ProVise Management Group, LLC | 5,355 | $79.2 萬 | 0.07% | −595−10.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,358 | $79.3 萬 | 0.01% | 00.0% | 不變 |
| Principal Street Partners, LLC | 5,394 | $79.8 萬 | 0.16% | −418−7.2% | 減碼 |
| Allworth Financial LP | 4,944 | $79.8 萬 | 0.00% | +2,266+84.6% | 加碼 |
| KCM Investment Advisors LLC | 5,400 | $79.9 萬 | 0.03% | 00.0% | 不變 |
| Benjamin Edwards Inc | 5,444 | $80.5 萬 | 0.01% | +1,321+32.0% | 加碼 |
| Keel Point, LLC | 5,478 | $81.0 萬 | 0.06% | +1,211+28.4% | 加碼 |
| Fortress Wealth Group, LLC | 4,978 | $81.3 萬 | 0.39% | −118−2.3% | 減碼 |
| Money Concepts Capital Corp | 5,495 | $81.3 萬 | 0.06% | +5,495 | 新進 |
| Gladstone Institutional Advisory LLC | 5,511 | $81.5 萬 | 0.04% | −777−12.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,570 | $82.4 萬 | 0.13% | +3,351+151.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 5,619 | $83.1 萬 | 0.02% | +5,619 | 新進 |
| Raiffeisen Bank International AG | 5,673 | $84.2 萬 | 0.01% | +5,673 | 新進 |
| Glenview Trust Co | 5,699 | $84.3 萬 | 0.02% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 5,704 | $84.4 萬 | 0.57% | −37−0.6% | 減碼 |
| MGB Wealth Management, LLC | 5,712 | $84.5 萬 | 0.26% | +562+10.9% | 加碼 |
| Epoch Investment Partners, Inc. | 5,720 | $84.6 萬 | 0.00% | −8,191−58.9% | 減碼 |
| Ballentine Partners, LLC | 5,721 | $84.6 萬 | 0.01% | +70+1.2% | 加碼 |
| Good Life Advisors, LLC | 5,730 | $84.8 萬 | 0.06% | −169−2.9% | 減碼 |