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 2 季 13F 持有人
KKR & Co. Inc. 在 2025/6/30 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
- 1,331
- 較 2025 年第 1 季 +55 家
- 持有股數
- 5.37 億
- 較 2025 年第 1 季 +288.1 萬 (+0.5%)
- 總市值
- $714.0 億
- 較 2025 年第 1 季 +$97.6 億 (+15.8%)
- 新進機構
- 167
- 另有 531 家加碼
- 清倉機構
- 112
- 另有 448 家減碼
另有 14 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Change Path, LLC | 2,647 | $35.2 萬 | 0.01% | +32+1.2% | 加碼 |
| Smartleaf Asset Management LLC | 2,630 | $35.3 萬 | 0.03% | −521−16.5% | 減碼 |
| Quotient Wealth Partners, LLC | 2,668 | $35.5 萬 | 0.01% | +469+21.3% | 加碼 |
| Renaissance Group LLC | 2,675 | $35.6 萬 | 0.01% | −204,043−98.7% | 減碼 |
| Norden Group LLC | 2,677 | $35.6 萬 | 0.04% | +366+15.8% | 加碼 |
| Brown Brothers Harriman & Co | 2,718 | $36.2 萬 | 0.00% | +1,127+70.8% | 加碼 |
| Skopos Labs, Inc. | 2,721 | $36.2 萬 | 0.05% | +776+39.9% | 加碼 |
| Virtus Family Office LLC | 2,738 | $36.4 萬 | 0.47% | +706+34.7% | 加碼 |
| North Capital, Inc. | 2,744 | $36.5 萬 | 0.31% | −6−0.2% | 減碼 |
| NFP Retirement, Inc. | 2,748 | $36.6 萬 | 0.02% | +2,748 | 新進 |
| Marex Group plc | 2,755 | $36.6 萬 | 0.01% | −17,020−86.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 2,762 | $36.7 萬 | 0.05% | −7−0.3% | 減碼 |
| Parsonex Advisory Services, Inc. | 2,764 | $36.8 萬 | 0.31% | +2,764 | 新進 |
| Beese Fulmer Investment Management, Inc. | 2,767 | $36.8 萬 | 0.03% | +300+12.2% | 加碼 |
| Ostrum Asset Management | 2,773 | $36.9 萬 | 0.02% | −80−2.8% | 減碼 |
| Advisors Capital Management, LLC | 2,782 | $37.0 萬 | 0.01% | −14−0.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 2,797 | $37.2 萬 | 0.02% | 00.0% | 不變 |
| Naviter Wealth, LLC | 2,797 | $37.2 萬 | 0.05% | −11−0.4% | 減碼 |
| Peapack Gladstone Financial Corp | 2,804 | $37.3 萬 | 0.01% | −74−2.6% | 減碼 |
| Cumberland Partners Ltd | 2,815 | $37.4 萬 | 0.03% | −60−2.1% | 減碼 |
| Childress Capital Advisors, LLC | 2,821 | $37.5 萬 | 0.09% | +120+4.4% | 加碼 |
| Ballast, Inc. | 2,822 | $37.5 萬 | 0.10% | −83−2.9% | 減碼 |
| Essex Savings Bank | 2,833 | $37.7 萬 | 0.09% | −184−6.1% | 減碼 |
| Argent Trust Co | 2,839 | $37.8 萬 | 0.01% | −835−22.7% | 減碼 |
| BlueStem Wealth Partners, LLC | 2,843 | $37.8 萬 | 0.05% | −259−8.3% | 減碼 |
| LFA - Lugano Financial Advisors SA | 2,850 | $37.9 萬 | 0.22% | 00.0% | 不變 |
| Concord Wealth Partners | 2,851 | $37.9 萬 | 0.06% | −386−11.9% | 減碼 |
| Concord Asset Management, LLC | 2,851 | $37.9 萬 | 0.06% | +2,851 | 新進 |
| Systematic Alpha Investments, LLC | 2,860 | $38.0 萬 | 0.01% | 00.0% | 不變 |
| Vicus Capital | 2,862 | $38.1 萬 | 0.03% | +613+27.3% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,867 | $38.1 萬 | 0.01% | −26−0.9% | 減碼 |
| BCS Private Wealth Management, Inc. | 2,880 | $38.3 萬 | 0.14% | +2,880 | 新進 |
| VestGen Advisors, LLC | 2,883 | $38.4 萬 | 0.02% | −295−9.3% | 減碼 |
| Kera Capital Partners, Inc. | 2,908 | $38.7 萬 | 0.08% | +2,908 | 新進 |
| iA Global Asset Management Inc. | 2,920 | $38.8 萬 | 0.01% | −1,610−35.5% | 減碼 |
| First Commonwealth Financial Corp | 2,969 | $39.5 萬 | 0.09% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 3,000 | $39.9 萬 | 0.11% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 3,000 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| Davis R M Inc | 3,005 | $40.0 萬 | 0.01% | −30−1.0% | 減碼 |
| Rochester Wealth Strategies, LLC | 3,010 | $40.0 萬 | 0.29% | 00.0% | 不變 |
| Brighton Jones LLC | 3,034 | $40.4 萬 | 0.01% | −1,665−35.4% | 減碼 |
| Sweeney & Michel, LLC | 2,862 | $40.4 萬 | 0.14% | −631−18.1% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 3,066 | $40.8 萬 | 0.10% | +3,066 | 新進 |
| Cornerstone Advisory, LLC | 3,097 | $41.2 萬 | 0.04% | +89+3.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,104 | $41.3 萬 | 0.00% | +60+2.0% | 加碼 |
| Integrated Wealth Concepts LLC | 3,109 | $41.4 萬 | 0.00% | +150+5.1% | 加碼 |
| Optimize Financial Inc | 3,117 | $41.5 萬 | 0.25% | −22−0.7% | 減碼 |
| Masso Torrence Wealth Management Inc. | 3,124 | $41.6 萬 | 0.19% | −48−1.5% | 減碼 |
| Fiduciary Family Office, LLC | 3,139 | $41.8 萬 | 0.14% | +38+1.2% | 加碼 |
| SageView Advisory Group, LLC | 2,769 | $42.1 萬 | 0.02% | −44−1.6% | 減碼 |
| Horizon Kinetics Asset Management LLC | 3,178 | $42.3 萬 | 0.01% | −2,180−40.7% | 減碼 |
| Sovereign Financial Group, Inc. | 3,190 | $42.4 萬 | 0.09% | +10+0.3% | 加碼 |
| Hodges Capital Management Inc. | 3,206 | $42.7 萬 | 0.04% | +3+0.1% | 加碼 |
| CNB Bank | 3,209 | $42.7 萬 | 0.20% | +654+25.6% | 加碼 |
| XTX Topco Ltd | 3,287 | $43.7 萬 | 0.02% | −10,980−77.0% | 減碼 |
| GLOBALT Investments LLC | 3,338 | $44.4 萬 | 0.02% | −481−12.6% | 減碼 |
| Black Swift Group, LLC | 3,350 | $44.6 萬 | 0.09% | −23,000−87.3% | 減碼 |
| FreeGulliver LLC | 3,359 | $44.7 萬 | 0.21% | −4−0.1% | 減碼 |
| AA Financial Advisors, LLC | 3,359 | $44.7 萬 | 0.10% | +674+25.1% | 加碼 |
| Alta Advisers Ltd | 3,363 | $44.7 萬 | 0.16% | 00.0% | 不變 |
| Bayforest Capital Ltd | 3,389 | $45.1 萬 | 0.20% | +2,385+237.5% | 加碼 |
| Cypress Wealth Services, LLC | 3,390 | $45.1 萬 | 0.08% | −90−2.6% | 減碼 |
| Citizens National Bank Trust Department | 3,400 | $45.2 萬 | 0.09% | −155−4.4% | 減碼 |
| Cadent Capital Advisors, LLC | 3,420 | $45.5 萬 | 0.15% | +20+0.6% | 加碼 |
| Manchester Capital Management LLC | 3,446 | $45.8 萬 | 0.06% | −1,180−25.5% | 減碼 |
| Hamilton Capital Partners Inc. | 3,450 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| SCS Capital Management LLC | 3,464 | $46.1 萬 | 0.01% | +1,439+71.1% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,488 | $46.4 萬 | 0.10% | +67+2.0% | 加碼 |
| LM Advisors LLC | 3,500 | $46.6 萬 | 0.06% | +3,500 | 新進 |
| L.M. Kohn & Company | 3,505 | $46.6 萬 | 0.13% | −258−6.9% | 減碼 |
| Conning Inc. | 3,511 | $46.7 萬 | 0.02% | +150+4.5% | 加碼 |
| Catalyst Private Wealth, LLC | 3,516 | $46.8 萬 | 0.21% | +643+22.4% | 加碼 |
| First Horizon Advisors, Inc. | 3,518 | $46.8 萬 | 0.01% | −542−13.3% | 減碼 |
| Panagora Asset Management Inc | 3,532 | $47.0 萬 | 0.00% | −28−0.8% | 減碼 |
| Gitterman Wealth Management, LLC | 3,551 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| Cercano Management LLC | 3,560 | $47.4 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,566 | $47.4 萬 | 0.06% | +10.0% | 加碼 |
| Dudley Capital Management, LLC | 3,570 | $47.5 萬 | 0.24% | +170+5.0% | 加碼 |
| Bingham Private Wealth, LLC | 3,579 | $47.6 萬 | 0.45% | +6+0.2% | 加碼 |
| Commerzbank Aktiengesellschaft | 3,598 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 3,616 | $48.1 萬 | 0.03% | +3,616 | 新進 |
| Bridgewater Associates, LP | 3,624 | $48.2 萬 | 0.00% | −830−18.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,632 | $48.3 萬 | 0.04% | −285−7.3% | 減碼 |
| Leavell Investment Management, Inc. | 3,657 | $48.6 萬 | 0.02% | +490+15.5% | 加碼 |
| Dana Investment Advisors, Inc. | 3,664 | $48.7 萬 | 0.02% | −107−2.8% | 減碼 |
| Register Financial Advisors LLC | 3,666 | $48.8 萬 | 0.21% | +67+1.9% | 加碼 |
| Virtue Capital Management, LLC | 3,671 | $48.8 萬 | 0.09% | −306−7.7% | 減碼 |
| First City Capital Management, Inc. | 3,671 | $48.8 萬 | 0.28% | −255−6.5% | 減碼 |
| Centiva Capital, LP | 3,700 | $49.2 萬 | 0.03% | +3,700 | 新進 |
| Apella Capital, LLC | 3,642 | $49.4 萬 | 0.01% | +314+9.4% | 加碼 |
| Syon Capital LLC | 3,722 | $49.5 萬 | 0.03% | +1,013+37.4% | 加碼 |
| Resurgent Financial Advisors LLC | 3,731 | $49.6 萬 | 0.27% | +6+0.2% | 加碼 |
| Shelton Capital Management | 3,735 | $49.7 萬 | 0.01% | −75−2.0% | 減碼 |
| Perennial Investment Advisors, LLC | 3,742 | $49.8 萬 | 0.05% | −23−0.6% | 減碼 |
| MGB Wealth Management, LLC | 3,763 | $50.1 萬 | 0.17% | −2,049−35.3% | 減碼 |
| Simplicity Wealth,LLC | 3,788 | $50.4 萬 | 0.02% | +3,788 | 新進 |
| Hardin Capital Partners, LLC | 3,813 | $50.5 萬 | 0.30% | 00.0% | 不變 |
| Ade, LLC | 3,805 | $50.6 萬 | 0.27% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 3,806 | $50.6 萬 | 0.02% | +6+0.2% | 加碼 |
| Total Clarity Wealth Management, Inc. | 3,810 | $50.7 萬 | 0.15% | −100−2.6% | 減碼 |