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 |
|---|---|---|---|---|---|
| Emprise Bank | 4,681 | $54.1 萬 | 0.29% | 00.0% | 不變 |
| Brighton Jones LLC | 4,699 | $54.3 萬 | 0.02% | +38+0.8% | 加碼 |
| Duncker Streett & Co Inc | 4,700 | $54.3 萬 | 0.11% | −100−2.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $54.3 萬 | 0.19% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 4,702 | $54.4 萬 | 0.05% | −377−7.4% | 減碼 |
| Hanlon Investment Management, Inc. | 4,726 | $54.6 萬 | 0.41% | −602−11.3% | 減碼 |
| Ameritas Advisory Services, LLC | 4,349 | $54.7 萬 | 0.02% | +289+7.1% | 加碼 |
| Congress Wealth Management LLC | 4,687 | $54.8 萬 | 0.01% | +2,251+92.4% | 加碼 |
| Roof Eidam & Maycock | 4,776 | $55.2 萬 | 0.15% | +2,306+93.4% | 加碼 |
| Wedmont Private Capital | 5,465 | $55.4 萬 | 0.03% | +1,145+26.5% | 加碼 |
| Eschler Asset Management LLP | 4,815 | $55.9 萬 | 1.41% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 4,840 | $55.9 萬 | 0.19% | −11,603−70.6% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 4,840 | $56.0 萬 | 0.05% | −52−1.1% | 減碼 |
| XML Financial, LLC | 4,846 | $56.0 萬 | 0.05% | +839+20.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,891 | $56.5 萬 | 0.01% | −149−3.0% | 減碼 |
| KCM Investment Advisors LLC | 4,900 | $56.6 萬 | 0.02% | −500−9.3% | 減碼 |
| GTS Securities LLC | 4,909 | $56.8 萬 | 0.02% | −41−0.8% | 減碼 |
| Huntington National Bank | 4,927 | $57.0 萬 | 0.00% | −281−5.4% | 減碼 |
| Samalin Investment Counsel, LLC | 4,932 | $57.0 萬 | 0.23% | +904+22.4% | 加碼 |
| Carolinas Wealth Consulting LLC | 4,991 | $57.7 萬 | 0.12% | +21+0.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 3,910 | $57.8 萬 | 0.19% | 00.0% | 不變 |
| Sowell Financial Services LLC | 5,019 | $58.0 萬 | 0.03% | +5,019 | 新進 |
| Principle Wealth Partners LLC | 5,020 | $58.0 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 5,143 | $58.2 萬 | 0.00% | +199+4.0% | 加碼 |
| Quadrant Capital Group LLC | 5,047 | $58.3 萬 | 0.02% | +3,558+239.0% | 加碼 |
| Cary Street Partners Financial LLC | 5,048 | $58.4 萬 | 0.02% | −70−1.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,073 | $58.6 萬 | 0.09% | +728+16.8% | 加碼 |
| ProVise Management Group, LLC | 5,089 | $58.8 萬 | 0.05% | −266−5.0% | 減碼 |
| PGGM Investments | 5,097 | $58.9 萬 | 0.01% | 00.0% | 不變 |
| Fusion Capital, LLC | 5,102 | $59.0 萬 | 0.22% | +374+7.9% | 加碼 |
| Red Door Wealth Management, LLC | 5,122 | $59.2 萬 | 0.09% | −119−2.3% | 減碼 |
| Allstate Corp | 5,170 | $59.8 萬 | 0.02% | −12,974−71.5% | 減碼 |
| Diversified Trust Co | 5,177 | $59.9 萬 | 0.01% | −178−3.3% | 減碼 |
| Paradigm Asset Management Co LLC | 5,204 | $60.2 萬 | 0.16% | 00.0% | 不變 |
| Guinness Asset Management LTD | 5,260 | $60.8 萬 | 0.01% | −529−9.1% | 減碼 |
| Concentric Capital Strategies, LP | 5,327 | $61.6 萬 | 0.06% | −10,871−67.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,358 | $61.9 萬 | 0.01% | 00.0% | 不變 |
| Principal Street Partners, LLC | 5,416 | $62.6 萬 | 0.12% | +22+0.4% | 加碼 |
| Banque Cantonale Vaudoise | 5,441 | $62.9 萬 | 0.03% | +5,441 | 新進 |
| Penobscot Investment Management Company, Inc. | 5,500 | $63.6 萬 | 0.06% | +5,500 | 新進 |
| Qtron Investments LLC | 5,503 | $63.6 萬 | 0.10% | −1,734−24.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,582 | $64.5 萬 | 0.25% | −304−5.2% | 減碼 |
| RiverFront Investment Group, LLC | 5,618 | $64.9 萬 | 0.01% | +5,618 | 新進 |
| Raiffeisen Bank International AG | 5,673 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 5,655 | $65.4 萬 | 0.05% | +177+3.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 5,671 | $65.6 萬 | 0.02% | +52+0.9% | 加碼 |
| Interval Partners, LP | 5,693 | $65.8 萬 | 0.02% | +5,693 | 新進 |
| Dorsey & Whitney Trust CO LLC | 5,733 | $66.3 萬 | 0.04% | −65−1.1% | 減碼 |
| Good Life Advisors, LLC | 5,737 | $66.3 萬 | 0.05% | +7+0.1% | 加碼 |
| SMART Wealth LLC | 5,748 | $66.5 萬 | 0.24% | +1,996+53.2% | 加碼 |
| Evelyn Partners Investment Management LLP | 5,755 | $66.5 萬 | 0.02% | 00.0% | 不變 |
| Golden State Equity Partners | 5,770 | $66.7 萬 | 0.13% | +439+8.2% | 加碼 |
| Integrated Investment Consultants, LLC | 5,779 | $66.8 萬 | 0.13% | +43+0.7% | 加碼 |
| Fidelis Capital Partners, LLC | 5,897 | $67.0 萬 | 0.07% | −1,531−20.6% | 減碼 |
| MGB Wealth Management, LLC | 5,812 | $67.2 萬 | 0.24% | +100+1.8% | 加碼 |
| Welch & Forbes LLC | 5,842 | $67.5 萬 | 0.01% | −447−7.1% | 減碼 |
| Money Concepts Capital Corp | 5,869 | $67.9 萬 | 0.05% | +374+6.8% | 加碼 |
| Fortress Wealth Group, LLC | 5,982 | $68.4 萬 | 0.34% | +1,004+20.2% | 加碼 |
| Exchange Traded Concepts, LLC | 5,928 | $68.5 萬 | 0.01% | −2,775−31.9% | 減碼 |
| Spirepoint Private Client, LLC | 6,010 | $69.5 萬 | 0.09% | 00.0% | 不變 |
| Scotia Capital Inc. | 6,023 | $69.6 萬 | 0.00% | −8,054−57.2% | 減碼 |
| Ballentine Partners, LLC | 6,083 | $70.3 萬 | 0.01% | +362+6.3% | 加碼 |
| Coldstream Capital Management Inc | 6,120 | $70.8 萬 | 0.02% | +1,912+45.4% | 加碼 |
| WESPAC Advisors SoCal, LLC | 6,166 | $71.3 萬 | 0.19% | +6,166 | 新進 |
| Diligent Investors, LLC | 6,229 | $72.0 萬 | 0.18% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 6,239 | $72.1 萬 | 0.11% | −22−0.4% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $72.5 萬 | 0.17% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 6,299 | $72.8 萬 | 0.04% | +3,482+123.6% | 加碼 |
| Ethic Inc. | 6,190 | $72.9 萬 | 0.01% | +2,054+49.7% | 加碼 |
| Insigneo Advisory Services, LLC | 6,318 | $73.0 萬 | 0.08% | −1,207−16.0% | 減碼 |
| Old National Bancorp | 6,326 | $73.1 萬 | 0.02% | −487−7.1% | 減碼 |
| One Capital Management, LLC | 6,343 | $73.3 萬 | 0.02% | +516+8.9% | 加碼 |
| TFB Advisors LLC | 6,381 | $73.8 萬 | 0.21% | +303+5.0% | 加碼 |
| EP Wealth Advisors, LLC | 6,393 | $73.9 萬 | 0.01% | −16−0.2% | 減碼 |
| Western Financial Corp | 6,395 | $73.9 萬 | 0.43% | +6,395 | 新進 |
| Ameritas Investment Partners, Inc. | 6,431 | $74.3 萬 | 0.03% | −146−2.2% | 減碼 |
| Centaurus Financial, Inc. | 6,434 | $74.4 萬 | 0.05% | −22−0.3% | 減碼 |
| Glenview Trust Co | 6,469 | $74.8 萬 | 0.01% | +770+13.5% | 加碼 |
| Islay Capital Management, LLC | 6,518 | $75.4 萬 | 0.51% | +1,186+22.2% | 加碼 |
| Cigna Investments Inc | 6,718 | $77.6 萬 | 0.15% | −155−2.3% | 減碼 |
| Firethorn Wealth Partners, LLC | 6,725 | $77.7 萬 | 0.37% | −148−2.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,725 | $77.8 萬 | 0.11% | +27+0.4% | 加碼 |
| Old Well Partners, LLC | 6,741 | $77.9 萬 | 17.12% | −32,682−82.9% | 減碼 |
| Benjamin Edwards Inc | 6,814 | $78.8 萬 | 0.01% | +1,370+25.2% | 加碼 |
| Transcend Wealth Collective, LLC | 6,856 | $79.3 萬 | 0.06% | −2,167−24.0% | 減碼 |
| Sawgrass Asset Management LLC | 6,863 | $79.3 萬 | 0.10% | −968−12.4% | 減碼 |
| Visionary Wealth Advisors | 6,869 | $79.4 萬 | 0.05% | +400+6.2% | 加碼 |
| Strategy Asset Managers LLC | 6,925 | $80.1 萬 | 0.17% | −43−0.6% | 減碼 |
| Douglas Lane & Associates, LLC | 6,971 | $80.6 萬 | 0.01% | −150−2.1% | 減碼 |
| Mosaic Financial Group, LLC | 7,000 | $80.9 萬 | 0.66% | −7,000−50.0% | 減碼 |
| Greenleaf Trust | 6,998 | $80.9 萬 | 0.01% | +861+14.0% | 加碼 |
| Valeo Financial Advisors, LLC | 7,076 | $81.8 萬 | 0.02% | +2,006+39.6% | 加碼 |
| Atom Investors LP | 7,126 | $82.4 萬 | 0.10% | +7,126 | 新進 |
| Yorktown Management & Research Co Inc | 7,200 | $83.2 萬 | 0.90% | 00.0% | 不變 |
| We Are One Seven, LLC | 7,251 | $83.8 萬 | 0.03% | +3,463+91.4% | 加碼 |
| Guidance Capital, Inc | 7,175 | $83.9 萬 | 0.26% | +1,700+31.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 7,322 | $84.7 萬 | 0.16% | +4,869+198.5% | 加碼 |
| Moors & Cabot, Inc. | 7,354 | $85.0 萬 | 0.04% | −339−4.4% | 減碼 |
| Triumph Capital Management | 7,370 | $85.2 萬 | 0.28% | +3,770+104.7% | 加碼 |
| First Bank & Trust | 7,422 | $85.8 萬 | 0.17% | +98+1.3% | 加碼 |