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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,296 | $26.5 萬 | 0.00% | +142+6.6% | 加碼 |
| Hexagon Capital Partners LLC | 2,297 | $26.6 萬 | 0.05% | −13−0.6% | 減碼 |
| Connecticut Wealth Management, LLC | 2,301 | $26.6 萬 | 0.01% | −46−2.0% | 減碼 |
| Caas Capital Management LP | 2,310 | $26.7 萬 | 0.13% | +1,774+331.0% | 加碼 |
| Norden Group LLC | 2,311 | $26.7 萬 | 0.03% | +222+10.6% | 加碼 |
| Pring Turner Capital Group Inc | 2,315 | $26.8 萬 | 0.17% | +35+1.5% | 加碼 |
| Cypress Point Wealth Management, LLC | 2,325 | $26.9 萬 | 0.09% | 00.0% | 不變 |
| Roundview Capital LLC | 2,342 | $27.1 萬 | 0.02% | −59−2.5% | 減碼 |
| Drive Wealth Management, LLC | 2,350 | $27.2 萬 | 0.06% | −27−1.1% | 減碼 |
| Steel Peak Wealth Management LLC | 2,350 | $27.2 萬 | 0.01% | −20−0.8% | 減碼 |
| Objective Capital Management, LLC | 2,353 | $27.2 萬 | 0.35% | 00.0% | 不變 |
| West Wealth Group, LLC | 2,328 | $27.4 萬 | 0.08% | +29+1.3% | 加碼 |
| Sand Hill Global Advisors, LLC | 2,381 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Northside Capital Management, LLC | 2,388 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| TFC Financial Management | 2,389 | $27.6 萬 | 0.04% | −164−6.4% | 減碼 |
| Banque Pictet & Cie SA | 2,400 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 2,411 | $27.9 萬 | 0.04% | −524−17.9% | 減碼 |
| D'Orazio & Associates, Inc. | 2,414 | $27.9 萬 | 0.04% | −18−0.7% | 減碼 |
| Groupama Asset Managment | 2,430 | $27.9 萬 | 0.01% | +2,430 | 新進 |
| Northwest Bancshares, Inc. | 2,425 | $28.0 萬 | 0.05% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 2,434 | $28.1 萬 | 0.01% | +30+1.2% | 加碼 |
| NorthRock Partners, LLC | 2,435 | $28.2 萬 | 0.01% | −452−15.7% | 減碼 |
| Ascent Group, LLC | 2,439 | $28.2 萬 | 0.01% | +2,439 | 新進 |
| Banque de Luxembourg S.A. | 2,444 | $28.3 萬 | 0.16% | +508+26.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,467 | $28.5 萬 | 0.02% | +2,467 | 新進 |
| Moneta Group Investment Advisors LLC | 2,489 | $28.8 萬 | 0.00% | −92−3.6% | 減碼 |
| Point72 (DIFC) Ltd | 2,490 | $28.8 萬 | 0.03% | −115,060−97.9% | 減碼 |
| Trustmark National Bank Trust Department | 2,500 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 2,500 | $28.9 萬 | 0.00% | +2,500 | 新進 |
| Axxcess Wealth Management, LLC | 2,502 | $28.9 萬 | 0.01% | −5,762−69.7% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,503 | $28.9 萬 | 0.08% | +2,503 | 新進 |
| Meadow Creek Wealth Advisors LLC | 2,507 | $29.0 萬 | 0.22% | −452−15.3% | 減碼 |
| Partners Capital Investment Group, LLP | 2,529 | $29.2 萬 | 0.00% | +2,529 | 新進 |
| SRS Capital Advisors, Inc. | 2,537 | $29.3 萬 | 0.02% | −88−3.4% | 減碼 |
| Spirit of America Management Corp | 2,550 | $29.5 萬 | 0.06% | +1,650+183.3% | 加碼 |
| CNB Bank | 2,555 | $29.5 萬 | 0.15% | +2,555 | 新進 |
| ORG Wealth Partners, LLC | 2,523 | $29.7 萬 | 0.09% | +2,523 | 新進 |
| AdvisorNet Financial, Inc | 2,594 | $30.0 萬 | 0.02% | +414+19.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,595 | $30.0 萬 | 0.02% | −292−10.1% | 減碼 |
| Evercore Wealth Management, LLC | 2,602 | $30.1 萬 | 0.00% | −15−0.6% | 減碼 |
| Brookstone Capital Management | 2,615 | $30.2 萬 | 0.00% | +348+15.4% | 加碼 |
| Change Path, LLC | 2,615 | $30.2 萬 | 0.01% | +691+35.9% | 加碼 |
| Middleton & Co Inc | 2,622 | $30.3 萬 | 0.04% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $30.4 萬 | 0.05% | 00.0% | 不變 |
| Banco Santander, S.A. | 2,633 | $30.4 萬 | 0.00% | +395+17.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,635 | $30.5 萬 | 0.07% | −98−3.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 2,641 | $30.5 萬 | 0.00% | +1,876+245.2% | 加碼 |
| Washington Trust Bank | 2,644 | $30.6 萬 | 0.03% | −10.0% | 減碼 |
| Brookwood Investment Group LLC | 2,685 | $31.0 萬 | 0.05% | +2,685 | 新進 |
| AA Financial Advisors, LLC | 2,685 | $31.0 萬 | 0.08% | +200+8.0% | 加碼 |
| Childress Capital Advisors, LLC | 2,701 | $31.2 萬 | 0.09% | −231−7.9% | 減碼 |
| MBB Public Markets I LLC | 2,705 | $31.3 萬 | 0.04% | +2,705 | 新進 |
| Syon Capital LLC | 2,709 | $31.3 萬 | 0.03% | +2,709 | 新進 |
| Ronald Blue Trust, Inc. | 2,715 | $31.4 萬 | 0.00% | +404+17.5% | 加碼 |
| North Capital, Inc. | 2,750 | $31.8 萬 | 0.30% | +2,750 | 新進 |
| Mayflower Financial Advisors, LLC | 2,769 | $32.0 萬 | 0.05% | +147+5.6% | 加碼 |
| Naviter Wealth, LLC | 2,808 | $32.3 萬 | 0.04% | +265+10.4% | 加碼 |
| Advisors Capital Management, LLC | 2,796 | $32.3 萬 | 0.01% | +395+16.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 2,797 | $32.3 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,800 | $32.4 萬 | 0.03% | −420−13.0% | 減碼 |
| Forefront Wealth Partners, LLC | 2,812 | $32.5 萬 | 0.22% | +2,812 | 新進 |
| SageView Advisory Group, LLC | 2,813 | $32.5 萬 | 0.01% | −3,825−57.6% | 減碼 |
| LFA - Lugano Financial Advisors SA | 2,850 | $32.9 萬 | 0.22% | 00.0% | 不變 |
| Ostrum Asset Management | 2,853 | $33.0 萬 | 0.02% | −75−2.6% | 減碼 |
| Sweeney & Michel, LLC | 3,493 | $33.0 萬 | 0.14% | +3,493 | 新進 |
| Systematic Alpha Investments, LLC | 2,860 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Camden Capital, LLC | 2,863 | $33.1 萬 | 0.03% | +34+1.2% | 加碼 |
| Catalyst Private Wealth, LLC | 2,873 | $33.2 萬 | 0.16% | +4+0.1% | 加碼 |
| Haverford Trust Co | 2,874 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Cumberland Partners Ltd | 2,875 | $33.2 萬 | 0.03% | +2,875 | 新進 |
| Peak Planning Group, LLC | 2,878 | $33.3 萬 | 0.14% | +553+23.8% | 加碼 |
| Peapack Gladstone Financial Corp | 2,878 | $33.3 萬 | 0.00% | −26−0.9% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 2,893 | $33.4 萬 | 0.01% | +46+1.6% | 加碼 |
| Ballast, Inc. | 2,905 | $33.6 萬 | 0.10% | +405+16.2% | 加碼 |
| International Assets Investment Management, LLC | 2,927 | $33.8 萬 | 0.03% | +507+21.0% | 加碼 |
| ICONIQ Capital, LLC | 2,937 | $34.0 萬 | 0.01% | +64+2.2% | 加碼 |
| Man Group plc | 2,945 | $34.0 萬 | 0.00% | −22,261−88.3% | 減碼 |
| Cornerstone Advisory, LLC | 3,008 | $34.2 萬 | 0.04% | −140−4.4% | 減碼 |
| Integrated Wealth Concepts LLC | 2,959 | $34.2 萬 | 0.00% | −341−10.3% | 減碼 |
| First Commonwealth Financial Corp | 2,969 | $34.3 萬 | 0.08% | +2,969 | 新進 |
| Aspen Grove Capital, LLC | 2,978 | $34.4 萬 | 0.07% | +10.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 2,986 | $34.5 萬 | 0.01% | +29+1.0% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,000 | $34.7 萬 | 0.01% | −500−14.3% | 減碼 |
| Wellington Shields & Co., LLC | 3,000 | $34.7 萬 | 0.11% | 00.0% | 不變 |
| Wexford Capital LP | 3,000 | $34.7 萬 | 0.09% | +3,000 | 新進 |
| Leo Wealth, LLC | 3,003 | $34.7 萬 | 0.05% | −552−15.5% | 減碼 |
| Rochester Wealth Strategies, LLC | 3,010 | $34.8 萬 | 0.28% | +3,010 | 新進 |
| Essex Savings Bank | 3,017 | $34.9 萬 | 0.09% | +223+8.0% | 加碼 |
| Montag A & Associates Inc | 3,019 | $34.9 萬 | 0.02% | +47+1.6% | 加碼 |
| Davis R M Inc | 3,035 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 3,044 | $35.2 萬 | 0.00% | −13,383−81.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,064 | $35.4 萬 | 0.03% | −1,810−37.1% | 減碼 |
| Great Lakes Advisors, LLC | 3,094 | $35.8 萬 | 0.00% | +1,230+66.0% | 加碼 |
| Fiduciary Family Office, LLC | 3,101 | $35.9 萬 | 0.12% | +3,101 | 新進 |
| BlueStem Wealth Partners, LLC | 3,102 | $35.9 萬 | 0.05% | +151+5.1% | 加碼 |
| Smartleaf Asset Management LLC | 3,151 | $36.2 萬 | 0.03% | +1,079+52.1% | 加碼 |
| Optimize Financial Inc | 3,139 | $36.3 萬 | 0.14% | +379+13.7% | 加碼 |
| Mainstay Capital Management LLC | 3,148 | $36.4 萬 | 0.05% | +85+2.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,163 | $36.6 萬 | 0.03% | −3,210−50.4% | 減碼 |
| Leavell Investment Management, Inc. | 3,167 | $36.6 萬 | 0.02% | −201−6.0% | 減碼 |