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。
2025 年第 1 季 13F 持有人
KKR & Co. Inc. 在 2025/3/31 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
- 1,290
- 較 2024 年第 4 季 −12 家
- 持有股數
- 5.35 億
- 較 2024 年第 4 季 +857.4 萬 (+1.6%)
- 總市值
- $618.0 億
- 較 2024 年第 4 季 −$160.9 億 (−20.7%)
- 新進機構
- 165
- 另有 517 家加碼
- 清倉機構
- 177
- 另有 439 家減碼
另有 22 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,193 | $13.8 萬 | 0.09% | −128−9.7% | 減碼 |
| Hantz Financial Services, Inc. | 1,216 | $14.1 萬 | 0.00% | −1,366−52.9% | 減碼 |
| NBC Securities, Inc. | 1,332 | $15.3 萬 | 0.01% | +1,331+133,100.0% | 加碼 |
| Headlands Technologies LLC | 1,325 | $15.3 萬 | 0.02% | +1,325 | 新進 |
| Parkside Financial Bank & Trust | 1,343 | $15.5 萬 | 0.02% | +54+4.2% | 加碼 |
| CX Institutional | 1,372 | $15.9 萬 | 0.01% | +1,372 | 新進 |
| Hoey Investments, Inc | 1,413 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,443 | $16.7 萬 | 0.03% | +1,215+532.9% | 加碼 |
| Webster Bank, N. A. | 1,448 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,548 | $17.9 萬 | 0.02% | −165−9.6% | 減碼 |
| Brown Brothers Harriman & Co | 1,591 | $18.4 萬 | 0.00% | −9−0.6% | 減碼 |
| Atlas Capital Advisors LLC | 1,596 | $18.5 萬 | 0.02% | −13,203−89.2% | 減碼 |
| Catalyst Capital Advisors LLC | 1,635 | $18.9 萬 | 0.00% | −220−11.9% | 減碼 |
| Tower View Investment Management & Research LLC | 1,638 | $18.9 萬 | 0.11% | +2+0.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,643 | $19.0 萬 | 0.11% | +2+0.1% | 加碼 |
| Garrison Bradford & Associates Inc | 1,661 | $19.2 萬 | 0.21% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,686 | $19.5 萬 | 0.01% | +576+51.9% | 加碼 |
| Onefund, LLC | 1,733 | $20.0 萬 | 0.20% | −19−1.1% | 減碼 |
| Carmel Capital Partners, LLC | 1,767 | $20.4 萬 | 0.08% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,100 | $20.5 萬 | 0.14% | +82+4.1% | 加碼 |
| Private Trust Co NA | 1,774 | $20.5 萬 | 0.02% | +424+31.4% | 加碼 |
| Platform Technology Partners | 1,778 | $20.6 萬 | 0.06% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,780 | $20.6 萬 | 0.01% | −321−15.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 1,788 | $20.7 萬 | 0.01% | +1+0.1% | 加碼 |
| M.E. Allison & Co., Inc. | 1,790 | $20.7 萬 | 0.20% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,799 | $20.8 萬 | 0.01% | −52−2.8% | 減碼 |
| Knollwood Investment Advisory, LLC | 1,800 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 1,803 | $20.8 萬 | 0.01% | +394+28.0% | 加碼 |
| Serenus Wealth Advisors, LLC | 1,806 | $20.9 萬 | 0.03% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 1,813 | $21.0 萬 | 0.10% | +136+8.1% | 加碼 |
| Csenge Advisory Group | 2,029 | $21.0 萬 | 0.01% | +141+7.5% | 加碼 |
| Savant Capital, LLC | 1,817 | $21.0 萬 | 0.00% | −184−9.2% | 減碼 |
| Pettinga Financial Advisors, LLC | 1,821 | $21.1 萬 | 0.05% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 1,846 | $21.3 萬 | 0.01% | −2,072−52.9% | 減碼 |
| Soltis Investment Advisors LLC | 1,853 | $21.4 萬 | 0.02% | +74+4.2% | 加碼 |
| Tocqueville Asset Management L.P. | 1,860 | $21.5 萬 | 0.00% | −435−19.0% | 減碼 |
| AMG National Trust Bank | 1,860 | $21.5 萬 | 0.01% | −325−14.9% | 減碼 |
| Garden State Investment Advisory Services LLC | 1,860 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 1,861 | $21.5 萬 | 0.00% | +346+22.8% | 加碼 |
| E Fund Management Co., Ltd. | 1,871 | $21.6 萬 | 0.01% | +200+12.0% | 加碼 |
| Better Money Decisions, LLC | 1,872 | $21.6 萬 | 0.14% | 00.0% | 不變 |
| David Loasby | 2,139 | $21.8 萬 | 0.02% | +414+24.0% | 加碼 |
| Lynx Investment Advisory | 1,885 | $21.8 萬 | 0.15% | 00.0% | 不變 |
| Conservest Capital Advisors, Inc. | 1,892 | $21.9 萬 | 0.02% | +1+0.1% | 加碼 |
| Fisher Asset Management, LLC | 1,892 | $21.9 萬 | 0.00% | +238+14.4% | 加碼 |
| MidAtlantic Capital Management, Inc. | 1,897 | $21.9 萬 | 0.17% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 1,899 | $22.0 萬 | 0.09% | +86+4.7% | 加碼 |
| Concorde Asset Management, LLC | 2,003 | $22.1 萬 | 0.12% | +10.0% | 加碼 |
| St Germain D J Co Inc | 1,920 | $22.2 萬 | 0.01% | −10−0.5% | 減碼 |
| Navis Wealth Advisors, LLC | 1,924 | $22.2 萬 | 0.22% | −5−0.3% | 減碼 |
| Lantz Financial LLC | 1,934 | $22.4 萬 | 0.06% | −2−0.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,941 | $22.4 萬 | 0.03% | +1+0.1% | 加碼 |
| Kingsview Wealth Management, LLC | 1,942 | $22.4 萬 | 0.00% | −311−13.8% | 減碼 |
| Skopos Labs, Inc. | 1,945 | $22.5 萬 | 0.05% | +619+46.7% | 加碼 |
| Mullaney, Keating & Wright, Inc. | 1,946 | $22.5 萬 | 0.15% | +4+0.2% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 1,959 | $22.6 萬 | 0.08% | +1,959 | 新進 |
| Avestar Capital, LLC | 1,974 | $22.8 萬 | 0.02% | −501−20.2% | 減碼 |
| Main Street Financial Solutions, LLC | 1,975 | $22.8 萬 | 0.02% | −1,711−46.4% | 減碼 |
| Integris Wealth Management, LLC | 1,983 | $22.9 萬 | 0.07% | −146−6.9% | 減碼 |
| FourThought Financial Partners, LLC | 1,983 | $22.9 萬 | 0.02% | +307+18.3% | 加碼 |
| Wealth Alliance | 1,994 | $23.1 萬 | 0.03% | −119−5.6% | 減碼 |
| Lindbrook Capital, LLC | 1,996 | $23.1 萬 | 0.02% | −1,183−37.2% | 減碼 |
| Stock Yards Bank & Trust Co | 2,000 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 2,000 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Benin Management CORP | 2,000 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 2,000 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Harbor Advisors LLC | 2,000 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Fortis Advisors, LLC | 2,000 | $23.1 萬 | 0.15% | 00.0% | 不變 |
| Granite FO LLC | 2,000 | $23.1 萬 | 0.13% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 2,001 | $23.1 萬 | 0.10% | +138+7.4% | 加碼 |
| Fairview Capital Investment Management, LLC | 2,001 | $23.1 萬 | 0.01% | −25−1.2% | 減碼 |
| Pitcairn Co | 2,007 | $23.2 萬 | 0.01% | +31+1.6% | 加碼 |
| Montecito Bank & Trust | 2,008 | $23.2 萬 | 0.04% | +62+3.2% | 加碼 |
| VELA Investment Management, LLC | 2,009 | $23.2 萬 | 0.08% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 2,011 | $23.2 萬 | 0.01% | −569,796−99.6% | 減碼 |
| SCS Capital Management LLC | 2,025 | $23.4 萬 | 0.00% | +2,025 | 新進 |
| Virtus Family Office LLC | 2,032 | $23.5 萬 | 0.30% | −42−2.0% | 減碼 |
| TCG Advisory Services, LLC | 2,035 | $23.5 萬 | 0.01% | +2,035 | 新進 |
| Florida Financial Advisors, LLC | 2,053 | $23.7 萬 | 0.09% | +2,053 | 新進 |
| Ausdal Financial Partners, Inc. | 2,063 | $23.8 萬 | 0.02% | +2,063 | 新進 |
| PFG Advisors | 2,071 | $23.9 萬 | 0.01% | +90+4.5% | 加碼 |
| Avantax Planning Partners, Inc. | 2,079 | $24.0 萬 | 0.01% | +54+2.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,082 | $24.1 萬 | 0.01% | −361−14.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 2,101 | $24.3 萬 | 0.01% | −119−5.4% | 減碼 |
| Beaton Management Co. Inc. | 2,100 | $24.3 萬 | 0.13% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 2,104 | $24.3 萬 | 0.06% | +10.0% | 加碼 |
| First National Trust Co | 2,123 | $24.5 萬 | 0.01% | −215−9.2% | 減碼 |
| Berbice Capital Management LLC | 2,125 | $24.6 萬 | 0.21% | +425+25.0% | 加碼 |
| Teza Capital Management LLC | 2,126 | $24.6 萬 | 0.11% | −1,948−47.8% | 減碼 |
| Aviance Capital Partners, LLC | 2,137 | $24.7 萬 | 0.03% | 00.0% | 不變 |
| FORA Capital, LLC | 2,148 | $24.8 萬 | 0.03% | +2,148 | 新進 |
| 44 Wealth Management LLC | 2,159 | $25.0 萬 | 0.09% | +39+1.8% | 加碼 |
| Keystone Financial Group | 2,165 | $25.0 萬 | 0.03% | +3+0.1% | 加碼 |
| Founders Financial Alliance, LLC | 2,185 | $25.3 萬 | 0.06% | +2,185 | 新進 |
| Quotient Wealth Partners, LLC | 2,199 | $25.4 萬 | 0.01% | −36−1.6% | 減碼 |
| Shepherd Financial Partners LLC | 2,229 | $25.8 萬 | 0.03% | +9+0.4% | 加碼 |
| JSF Financial, LLC | 2,232 | $25.8 萬 | 0.07% | +2,232 | 新進 |
| Vicus Capital | 2,249 | $26.0 萬 | 0.02% | +431+23.7% | 加碼 |
| Congress Park Capital LLC | 2,250 | $26.0 萬 | 0.10% | +2,250 | 新進 |
| Dark Forest Capital Management LP | 2,294 | $26.5 萬 | 0.01% | +2,294 | 新進 |