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 |
|---|---|---|---|---|---|
| Cross Staff Investments Inc | 17,251 | $255.2 萬 | 1.92% | +707+4.3% | 加碼 |
| Fulton Bank, N.A. | 17,182 | $254.1 萬 | 0.10% | +1,301+8.2% | 加碼 |
| Arkadios Wealth Advisors | 17,111 | $253.1 萬 | 0.14% | +648+3.9% | 加碼 |
| LB Partners LLC | 17,100 | $252.9 萬 | 1.90% | 00.0% | 不變 |
| ING Groep NV | 16,950 | $250.7 萬 | 0.02% | −3,482−17.0% | 減碼 |
| RSM US Wealth Management LLC | 16,889 | $250.6 萬 | 0.04% | −2,985−15.0% | 減碼 |
| Bradley Foster & Sargent Inc | 16,792 | $248.4 萬 | 0.04% | +970+6.1% | 加碼 |
| Everence Capital Management Inc | 16,790 | $248.3 萬 | 0.16% | +16,790 | 新進 |
| DRW Securities, LLC | 16,747 | $247.7 萬 | 0.17% | +6,178+58.5% | 加碼 |
| National Asset Management, Inc. | 16,607 | $245.6 萬 | 0.08% | −1,882−10.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 16,427 | $243.0 萬 | 0.03% | +69+0.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 16,372 | $242.2 萬 | 0.21% | +873+5.6% | 加碼 |
| United Asset Strategies, Inc. | 16,367 | $242.1 萬 | 0.22% | −712−4.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $241.8 萬 | 0.02% | +15,000 | 新進 |
| HBK Sorce Advisory LLC | 16,297 | $241.0 萬 | 0.07% | −6,525−28.6% | 減碼 |
| Concentric Capital Strategies, LP | 16,198 | $239.6 萬 | 0.15% | −17,318−51.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 16,180 | $239.5 萬 | 0.11% | +4,501+38.5% | 加碼 |
| Essex Financial Services, Inc. | 16,012 | $236.8 萬 | 0.17% | +1,047+7.0% | 加碼 |
| Equitable Holdings, Inc. | 15,950 | $235.9 萬 | 0.02% | +3,645+29.6% | 加碼 |
| Independent Advisor Alliance | 15,933 | $235.7 萬 | 0.03% | +2,422+17.9% | 加碼 |
| Sava Infond d.o.o. | 15,915 | $235.4 萬 | 0.42% | +15,915 | 新進 |
| Lansing Street Advisors | 15,749 | $232.9 萬 | 0.81% | +25+0.2% | 加碼 |
| NewEdge Wealth, LLC | 15,710 | $232.4 萬 | 0.04% | +763+5.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,518 | $229.5 萬 | 0.17% | +3,187+25.8% | 加碼 |
| United Services Automobile Association | 15,494 | $229.2 萬 | 0.07% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 15,346 | $227.0 萬 | 0.02% | +742+5.1% | 加碼 |
| Advisory Services Network, LLC | 15,331 | $226.8 萬 | 0.04% | +3,382+28.3% | 加碼 |
| Farther Finance Advisors, LLC | 15,232 | $225.3 萬 | 0.08% | +3,474+29.5% | 加碼 |
| CWA Asset Management Group, LLC | 15,122 | $223.7 萬 | 0.11% | +1,248+9.0% | 加碼 |
| Intech Investment Management LLC | 14,998 | $221.8 萬 | 0.02% | +6,592+78.4% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $219.3 萬 | 0.38% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 14,799 | $218.9 萬 | 0.28% | −99−0.7% | 減碼 |
| Clearstead Advisors, LLC | 14,735 | $217.9 萬 | 0.03% | −8,029−35.3% | 減碼 |
| Davidson Kahn Capital Management, LLC | 14,696 | $217.4 萬 | 2.02% | +14,696 | 新進 |
| Level Four Advisory Services, LLC | 14,558 | $215.3 萬 | 0.09% | +595+4.3% | 加碼 |
| Financial Management Network Inc | 13,927 | $211.7 萬 | 0.44% | +1,624+13.2% | 加碼 |
| Avalon Trust Co | 14,310 | $211.7 萬 | 0.15% | +26+0.2% | 加碼 |
| RiverPark Advisors, LLC | 14,268 | $211.0 萬 | 1.70% | −937−6.2% | 減碼 |
| Bayesian Capital Management, LP | 14,163 | $209.5 萬 | 0.26% | +7,300+106.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,145 | $209.2 萬 | 0.02% | −7,111−33.5% | 減碼 |
| Scotia Capital Inc. | 14,077 | $208.2 萬 | 0.01% | +12,054+595.8% | 加碼 |
| Mosaic Financial Group, LLC | 14,000 | $207.1 萬 | 1.49% | 00.0% | 不變 |
| Choate Investment Advisors | 13,956 | $206.4 萬 | 0.05% | +233+1.7% | 加碼 |
| First National Bank Sioux Falls | 13,888 | $205.4 萬 | 0.87% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 13,771 | $203.7 萬 | 0.00% | −10,582−43.5% | 減碼 |
| IHT Wealth Management, LLC | 13,730 | $203.1 萬 | 0.07% | −438−3.1% | 減碼 |
| Moody National Bank Trust Division | 13,661 | $202.1 萬 | 0.21% | −752−5.2% | 減碼 |
| Quantbot Technologies LP | 13,648 | $201.9 萬 | 0.07% | +13,648 | 新進 |
| Dakota Wealth Management | 13,582 | $200.9 萬 | 0.05% | −1,161−7.9% | 減碼 |
| Capitolis Liquid Global Markets LLC | 13,560 | $200.6 萬 | 0.02% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 13,343 | $197.4 萬 | 0.05% | +5,869+78.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 13,303 | $196.8 萬 | 0.59% | −1,033−7.2% | 減碼 |
| Commerce Bank | 13,192 | $195.1 萬 | 0.01% | −759−5.4% | 減碼 |
| Banque Transatlantique SA | 84,884 | $192.2 萬 | 0.05% | +84,884 | 新進 |
| RFG Advisory, LLC | 12,986 | $192.1 萬 | 0.05% | −444−3.3% | 減碼 |
| MAI Capital Management | 12,909 | $190.9 萬 | 0.01% | +2,303+21.7% | 加碼 |
| Employees Retirement System of Texas | 12,879 | $190.5 萬 | 0.02% | +12,879 | 新進 |
| Wetherby Asset Management Inc | 12,848 | $190.0 萬 | 0.09% | −113−0.9% | 減碼 |
| Northeast Investment Management | 12,800 | $189.3 萬 | 0.08% | 00.0% | 不變 |
| Wernau Asset Management Inc. | 12,675 | $187.5 萬 | 1.81% | +12,675 | 新進 |
| Zhang Financial LLC | 12,553 | $185.7 萬 | 0.11% | +1,936+18.2% | 加碼 |
| Resources Investment Advisors, LLC. | 12,485 | $184.7 萬 | 0.02% | −2,651−17.5% | 減碼 |
| Guardian Investment Management | 12,425 | $183.8 萬 | 1.33% | −100−0.8% | 減碼 |
| Virtue Capital Management, LLC | 12,318 | $182.2 萬 | 0.37% | −32−0.3% | 減碼 |
| Daymark Wealth Partners, LLC | 12,224 | $180.8 萬 | 0.08% | −102−0.8% | 減碼 |
| Runnymede Capital Advisors, Inc. | 12,207 | $180.6 萬 | 1.58% | +12,207 | 新進 |
| Harbor Capital Advisors, Inc. | 12,184 | $180.2 萬 | 0.08% | +296+2.5% | 加碼 |
| Chemistry Wealth Management LLC | 12,146 | $179.7 萬 | 0.42% | +20.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 12,032 | $178.0 萬 | 0.07% | +3,362+38.8% | 加碼 |
| Professional Financial Advisors, LLC | 12,022 | $177.8 萬 | 0.46% | −154−1.3% | 減碼 |
| Advisor OS, LLC | 12,015 | $177.7 萬 | 0.21% | −2,531−17.4% | 減碼 |
| Canada Post Corp Registered Pension Plan | 11,900 | $176.0 萬 | 0.10% | +11,900 | 新進 |
| Driehaus Capital Management LLC | 11,696 | $173.0 萬 | 0.01% | −491−4.0% | 減碼 |
| HB Wealth Management, LLC | 11,638 | $172.1 萬 | 0.02% | +2,708+30.3% | 加碼 |
| AlTi Global, Inc. | 11,382 | $169.2 萬 | 0.04% | −5,588−32.9% | 減碼 |
| Boston Private Wealth LLC | 11,362 | $168.1 萬 | 0.03% | +11,362 | 新進 |
| Vestcor Inc | 11,298 | $167.1 萬 | 0.06% | −1,022−8.3% | 減碼 |
| Spire Wealth Management | 11,258 | $166.5 萬 | 0.05% | −59−0.5% | 減碼 |
| Highland Capital Management, LLC | 11,253 | $166.4 萬 | 0.10% | −189−1.7% | 減碼 |
| Davenport & Co LLC | 11,247 | $166.4 萬 | 0.01% | +14+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 11,184 | $165.4 萬 | 0.02% | +6,015+116.4% | 加碼 |
| Westover Capital Advisors, LLC | 11,130 | $164.6 萬 | 0.36% | 00.0% | 不變 |
| JustInvest LLC | 11,119 | $164.5 萬 | 0.02% | +742+7.2% | 加碼 |
| Element Pointe Advisors, LLC | 11,112 | $164.4 萬 | 0.39% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 11,107 | $164.3 萬 | 0.95% | −80−0.7% | 減碼 |
| Prudential PLC | 11,098 | $164.2 萬 | 0.01% | 00.0% | 不變 |
| Keybank National Association | 11,062 | $163.6 萬 | 0.01% | −906−7.6% | 減碼 |
| Centiva Capital, LP | 11,032 | $163.2 萬 | 0.06% | +7,682+229.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 10,974 | $162.3 萬 | 0.05% | +73+0.7% | 加碼 |
| VCI Wealth Management LLC | 10,906 | $161.3 萬 | 0.68% | +10,906 | 新進 |
| Illinois Municipal Retirement Fund | 10,757 | $159.1 萬 | 0.02% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 10,631 | $157.2 萬 | 0.06% | −1,862−14.9% | 減碼 |
| GAMMA Investing LLC | 10,595 | $156.7 萬 | 0.13% | +973+10.1% | 加碼 |
| Horizon Investments, LLC | 10,586 | $156.6 萬 | 0.04% | +148+1.4% | 加碼 |
| Silvant Capital Management LLC | 10,531 | $155.8 萬 | 0.06% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 10,492 | $155.2 萬 | 0.76% | −207−1.9% | 減碼 |
| Hunting Hill Global Capital, LLC | 10,471 | $154.9 萬 | 0.70% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 10,423 | $154.2 萬 | 0.35% | +10,423 | 新進 |
| Duncan Williams Asset Management, LLC | 10,381 | $153.5 萬 | 0.60% | −2,769−21.1% | 減碼 |
| Western Wealth Management, LLC | 10,345 | $153.0 萬 | 0.08% | +202+2.0% | 加碼 |