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 |
|---|---|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 3,172 | $36.7 萬 | 0.20% | +6+0.2% | 加碼 |
| VestGen Advisors, LLC | 3,178 | $36.7 萬 | 0.02% | +3,178 | 新進 |
| Sovereign Financial Group, Inc. | 3,180 | $36.8 萬 | 0.08% | +8+0.3% | 加碼 |
| Apella Capital, LLC | 3,328 | $36.8 萬 | 0.01% | +24+0.7% | 加碼 |
| Hodges Capital Management Inc. | 3,203 | $37.0 萬 | 0.04% | +3+0.1% | 加碼 |
| Weiss Asset Management LP | 3,205 | $37.1 萬 | 0.01% | −3,779−54.1% | 減碼 |
| Diversify Advisory Services, LLC | 3,257 | $37.2 萬 | 0.02% | +158+5.1% | 加碼 |
| Concord Wealth Partners | 3,237 | $37.4 萬 | 0.06% | −129−3.8% | 減碼 |
| Wealthspire Advisors, LLC | 3,257 | $37.7 萬 | 0.00% | +355+12.2% | 加碼 |
| Conning Inc. | 3,361 | $38.9 萬 | 0.01% | +974+40.8% | 加碼 |
| FreeGulliver LLC | 3,363 | $38.9 萬 | 0.20% | −864−20.4% | 減碼 |
| Alta Advisers Ltd | 3,363 | $38.9 萬 | 0.17% | +1,100+48.6% | 加碼 |
| Pines Wealth Management, LLC | 4,115 | $38.9 萬 | 0.18% | +121+3.0% | 加碼 |
| Dudley Capital Management, LLC | 3,400 | $39.3 萬 | 0.21% | +305+9.9% | 加碼 |
| Cadent Capital Advisors, LLC | 3,400 | $39.3 萬 | 0.15% | +400+13.3% | 加碼 |
| Stamos Capital Partners, L.P. | 3,403 | $39.3 萬 | 0.10% | +3,403 | 新進 |
| Cornerstone Wealth Management, LLC | 3,420 | $39.5 萬 | 0.03% | +3,420 | 新進 |
| Knightsbridge Asset Management, LLC | 3,421 | $39.5 萬 | 0.10% | −248−6.8% | 減碼 |
| Hamilton Capital Partners Inc. | 3,450 | $39.9 萬 | 0.03% | −25,200−88.0% | 減碼 |
| Evergreen Capital Management LLC | 3,462 | $40.0 萬 | 0.01% | −115−3.2% | 減碼 |
| Cypress Wealth Services, LLC | 3,480 | $40.2 萬 | 0.08% | +95+2.8% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 3,494 | $40.4 萬 | 0.14% | +3,494 | 新進 |
| Sunbelt Securities, Inc. | 3,535 | $40.9 萬 | 0.04% | +2+0.1% | 加碼 |
| Gitterman Wealth Management, LLC | 3,551 | $41.1 萬 | 0.11% | 00.0% | 不變 |
| Howard Capital Management Inc. | 3,554 | $41.1 萬 | 0.01% | −521−12.8% | 減碼 |
| Citizens National Bank Trust Department | 3,555 | $41.1 萬 | 0.09% | 00.0% | 不變 |
| Panagora Asset Management Inc | 3,560 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Cercano Management LLC | 3,560 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,565 | $41.2 萬 | 0.06% | −45−1.2% | 減碼 |
| Bingham Private Wealth, LLC | 3,573 | $41.3 萬 | 0.43% | −80−2.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 3,598 | $41.6 萬 | 0.01% | 00.0% | 不變 |
| Register Financial Advisors LLC | 3,599 | $41.6 萬 | 0.22% | −298−7.6% | 減碼 |
| Prosperity Consulting Group, LLC | 3,640 | $42.1 萬 | 0.03% | +1,715+89.1% | 加碼 |
| Cookson Peirce & Co Inc | 3,657 | $42.3 萬 | 0.02% | −112,883−96.9% | 減碼 |
| Argent Trust Co | 3,674 | $42.5 萬 | 0.02% | +186+5.3% | 加碼 |
| Ssi Investment Management LLC | 3,695 | $42.7 萬 | 0.03% | −3−0.1% | 減碼 |
| Resurgent Financial Advisors LLC | 3,725 | $43.1 萬 | 0.26% | −48−1.3% | 減碼 |
| Bridgefront Capital, LLC | 3,745 | $43.3 萬 | 0.13% | −36−1.0% | 減碼 |
| L.M. Kohn & Company | 3,763 | $43.5 萬 | 0.11% | +28+0.7% | 加碼 |
| Perennial Investment Advisors, LLC | 3,765 | $43.5 萬 | 0.05% | +3,765 | 新進 |
| Dana Investment Advisors, Inc. | 3,771 | $43.6 萬 | 0.02% | −310−7.6% | 減碼 |
| TAGStone Capital, Inc. | 3,781 | $43.7 萬 | 0.21% | +5+0.1% | 加碼 |
| Ade, LLC | 3,805 | $44.0 萬 | 0.25% | 00.0% | 不變 |
| Shelton Capital Management | 3,810 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 3,813 | $44.1 萬 | 0.27% | 00.0% | 不變 |
| GLOBALT Investments LLC | 3,819 | $44.2 萬 | 0.02% | +3,819 | 新進 |
| Johnson Investment Counsel Inc | 3,850 | $44.5 萬 | 0.00% | +37+1.0% | 加碼 |
| Clarius Group, LLC | 3,872 | $44.8 萬 | 0.03% | +3,872 | 新進 |
| Tradition Wealth Management, LLC | 3,882 | $44.9 萬 | 0.04% | +66+1.7% | 加碼 |
| Berkshire Asset Management LLC | 3,800 | $45.1 萬 | 0.02% | +3,800 | 新進 |
| Parcion Private Wealth LLC | 3,912 | $45.2 萬 | 0.04% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,914 | $45.2 萬 | 0.05% | −2,239−36.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,917 | $45.3 萬 | 0.04% | −2,165−35.6% | 減碼 |
| First City Capital Management, Inc. | 3,926 | $45.4 萬 | 0.27% | −570−12.7% | 減碼 |
| Garda Capital Partners LP | 3,927 | $45.4 萬 | 0.25% | +3,927 | 新進 |
| Aaron Wealth Advisors | 3,943 | $45.6 萬 | 0.05% | +191+5.1% | 加碼 |
| Virtue Capital Management, LLC | 3,977 | $45.9 萬 | 0.05% | −8,341−67.7% | 減碼 |
| Oxford Financial Group Ltd | 3,998 | $46.2 萬 | 0.03% | +2,156+117.0% | 加碼 |
| Wealth Preservation Advisors, LLC | 4,000 | $46.2 萬 | 0.33% | +4,000 | 新進 |
| Ground Swell Capital, LLC | 4,001 | $46.3 萬 | 1.05% | +4,001 | 新進 |
| Golden State Wealth Management, LLC | 4,008 | $46.3 萬 | 0.07% | −7−0.2% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,022 | $46.5 萬 | 0.08% | 00.0% | 不變 |
| Mount Lucas Management LP | 4,023 | $46.5 萬 | 0.22% | +124+3.2% | 加碼 |
| Fort Sheridan Advisors LLC | 4,028 | $46.6 萬 | 0.07% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 4,060 | $46.9 萬 | 0.01% | +1,969+94.2% | 加碼 |
| Prospera Financial Services Inc | 4,076 | $47.1 萬 | 0.01% | −721−15.0% | 減碼 |
| Westpac Banking Corp | 4,088 | $47.3 萬 | 0.03% | −437−9.7% | 減碼 |
| one8zero8, LLC | 4,100 | $47.4 萬 | 0.11% | −316−7.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,103 | $47.4 萬 | 0.01% | −97−2.3% | 減碼 |
| Genesis Private Wealth, LLC | 4,128 | $47.7 萬 | 0.25% | +374+10.0% | 加碼 |
| Meridian Wealth Management, LLC | 4,149 | $48.0 萬 | 0.02% | +291+7.5% | 加碼 |
| S-Bank Fund Management Ltd | 4,151 | $48.0 萬 | 0.09% | +4,151 | 新進 |
| RDA Financial Network | 4,166 | $48.2 萬 | 0.14% | −20.0% | 減碼 |
| Watershed Private Wealth LLC | 4,179 | $48.3 萬 | 0.19% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 4,187 | $48.4 萬 | 0.01% | −26,742−86.5% | 減碼 |
| Fundamentun, LLC | 4,244 | $49.1 萬 | 0.03% | −366−7.9% | 減碼 |
| Kovack Advisors, Inc. | 4,246 | $49.1 萬 | 0.05% | +110+2.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,249 | $49.1 萬 | 0.03% | −1,707−28.7% | 減碼 |
| Bridgewater Advisors Inc. | 4,345 | $49.7 萬 | 0.04% | +4,345 | 新進 |
| Fjell Capital, LLC | 4,313 | $49.9 萬 | 0.51% | +490+12.8% | 加碼 |
| Ritholtz Wealth Management | 4,402 | $50.9 萬 | 0.02% | +1,524+53.0% | 加碼 |
| Inceptionr LLC | 4,402 | $50.9 萬 | 0.15% | +4,402 | 新進 |
| Hilltop Holdings Inc. | 4,423 | $51.1 萬 | 0.03% | −397−8.2% | 減碼 |
| Sigma Planning Corp | 4,440 | $51.3 萬 | 0.02% | −2,158−32.7% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,446 | $51.4 萬 | 0.26% | +4,446 | 新進 |
| Bridgewater Associates, LP | 4,454 | $51.5 萬 | 0.00% | −2,492−35.9% | 減碼 |
| FIL Ltd | 4,484 | $51.8 萬 | 0.00% | −29,877−87.0% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $52.0 萬 | 0.09% | 00.0% | 不變 |
| Fountainhead AM, LLC | 4,513 | $52.2 萬 | 0.08% | +226+5.3% | 加碼 |
| Alpha Cubed Investments, LLC | 4,530 | $52.4 萬 | 0.02% | +4,530 | 新進 |
| iA Global Asset Management Inc. | 4,530 | $52.4 萬 | 0.01% | 00.0% | 不變 |
| Family Management Corp | 4,538 | $52.5 萬 | 0.09% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $52.5 萬 | 0.04% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 4,593 | $53.1 萬 | 0.01% | +21+0.5% | 加碼 |
| 10Elms LLP | 4,594 | $53.1 萬 | 0.53% | 00.0% | 不變 |
| Independent Financial Group, LLC | 4,626 | $53.5 萬 | 0.02% | −16,071−77.6% | 減碼 |
| Manchester Capital Management LLC | 4,626 | $53.5 萬 | 0.07% | +104+2.3% | 加碼 |
| Callan Family Office, LLC | 4,631 | $53.5 萬 | 0.04% | +2,634+131.9% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,637 | $53.6 萬 | 0.05% | +1,242+36.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $54.0 萬 | 0.03% | 00.0% | 不變 |