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 |
|---|---|---|---|---|---|
| Red Door Wealth Management, LLC | 6,102 | $81.2 萬 | 0.10% | +980+19.1% | 加碼 |
| National Asset Management, Inc. | 6,146 | $81.8 萬 | 0.04% | −10,270−62.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 6,186 | $82.3 萬 | 0.11% | +1,113+21.9% | 加碼 |
| Keel Point, LLC | 6,195 | $82.4 萬 | 0.05% | +540+9.5% | 加碼 |
| Umb Bank N A | 6,228 | $82.9 萬 | 0.01% | −6,177−49.8% | 減碼 |
| Diligent Investors, LLC | 6,230 | $82.9 萬 | 0.20% | +10.0% | 加碼 |
| Ritholtz Wealth Management | 6,236 | $83.0 萬 | 0.02% | +1,834+41.7% | 加碼 |
| Winslow Capital Management, LLC | 6,239 | $83.0 萬 | 0.00% | −2,515,044−99.8% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $83.5 萬 | 0.19% | 00.0% | 不變 |
| Congress Wealth Management LLC | 6,327 | $84.2 萬 | 0.01% | +1,640+35.0% | 加碼 |
| One Capital Management, LLC | 6,342 | $84.4 萬 | 0.03% | −10.0% | 減碼 |
| Western Financial Corp | 6,350 | $84.5 萬 | 0.45% | −45−0.7% | 減碼 |
| Marsico Capital Management LLC | 6,394 | $85.1 萬 | 0.02% | −373,028−98.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,414 | $85.3 萬 | 0.02% | −3,675−36.4% | 減碼 |
| Allworth Financial LP | 6,415 | $85.3 萬 | 0.00% | +1,272+24.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,431 | $85.6 萬 | 0.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 6,530 | $86.9 萬 | 0.06% | −1,495−18.6% | 減碼 |
| Wedmont Private Capital | 6,258 | $87.1 萬 | 0.04% | +793+14.5% | 加碼 |
| Cigna Investments Inc | 6,593 | $87.7 萬 | 0.15% | −125−1.9% | 減碼 |
| Mainstay Capital Management LLC | 6,594 | $87.7 萬 | 0.04% | +3,446+109.5% | 加碼 |
| Old National Bancorp | 6,605 | $87.9 萬 | 0.02% | +279+4.4% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $88.5 萬 | 0.08% | +2,113+46.5% | 加碼 |
| TFB Advisors LLC | 6,707 | $89.2 萬 | 0.23% | +326+5.1% | 加碼 |
| Moloney Securities Asset Management, LLC | 6,726 | $89.5 萬 | 0.11% | +10.0% | 加碼 |
| Greenleaf Trust | 6,733 | $89.6 萬 | 0.01% | −265−3.8% | 減碼 |
| Glenview Trust Co | 6,740 | $89.7 萬 | 0.02% | +271+4.2% | 加碼 |
| Fortress Wealth Group, LLC | 6,185 | $89.8 萬 | 0.42% | +203+3.4% | 加碼 |
| Islay Capital Management, LLC | 6,786 | $90.3 萬 | 0.58% | +268+4.1% | 加碼 |
| Dogwood Wealth Management LLC | 6,599 | $91.0 萬 | 0.44% | +6,593+109,883.3% | 加碼 |
| Douglas Lane & Associates, LLC | 6,944 | $92.4 萬 | 0.01% | −27−0.4% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,975 | $92.8 萬 | 0.16% | −347−4.7% | 減碼 |
| Mosaic Financial Group, LLC | 7,000 | $93.1 萬 | 0.71% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 7,014 | $93.3 萬 | 0.04% | −419−5.6% | 減碼 |
| Ethic Inc. | 7,078 | $95.0 萬 | 0.02% | +888+14.3% | 加碼 |
| Visionary Wealth Advisors | 7,180 | $95.5 萬 | 0.05% | +311+4.5% | 加碼 |
| Yorktown Management & Research Co Inc | 7,200 | $95.8 萬 | 0.91% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 7,250 | $96.4 萬 | 0.17% | −270−3.6% | 減碼 |
| We Are One Seven, LLC | 7,262 | $96.6 萬 | 0.03% | +11+0.2% | 加碼 |
| Sage Rhino Capital LLC | 7,263 | $96.6 萬 | 0.20% | −755−9.4% | 減碼 |
| Coldstream Capital Management Inc | 7,282 | $96.9 萬 | 0.02% | +1,162+19.0% | 加碼 |
| DRW Securities, LLC | 7,398 | $98.4 萬 | 0.07% | −15,227−67.3% | 減碼 |
| Verition Fund Management LLC | 7,413 | $98.6 萬 | 0.01% | −17,213−69.9% | 減碼 |
| Transcend Wealth Collective, LLC | 7,417 | $98.7 萬 | 0.08% | +561+8.2% | 加碼 |
| Moors & Cabot, Inc. | 7,429 | $98.8 萬 | 0.05% | +75+1.0% | 加碼 |
| Waterway Wealth Management, LLC | 7,530 | $100.2 萬 | 0.30% | +7,530 | 新進 |
| Financial Engines Advisors L.L.C. | 7,534 | $100.2 萬 | 0.00% | +7,534 | 新進 |
| Davenport & Co LLC | 7,546 | $100.4 萬 | 0.01% | −3,825−33.6% | 減碼 |
| Nalls Sherbakoff Group, LLC | 7,591 | $101.0 萬 | 0.74% | 00.0% | 不變 |
| Coastline Trust Co | 7,659 | $101.9 萬 | 0.12% | −25,884−77.2% | 減碼 |
| Gridiron Partners, LLC | 7,716 | $102.6 萬 | 0.64% | 00.0% | 不變 |
| First Bank & Trust | 7,725 | $102.8 萬 | 0.18% | +303+4.1% | 加碼 |
| MJP Associates Inc | 7,738 | $102.9 萬 | 0.15% | −421−5.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 7,745 | $103.0 萬 | 0.04% | −132−1.7% | 減碼 |
| Trust Asset Management LLC | 7,763 | $103.3 萬 | 0.08% | 00.0% | 不變 |
| Winton Group Ltd | 7,788 | $103.6 萬 | 0.05% | +7,788 | 新進 |
| James J. Burns & Company, LLC | 7,800 | $103.8 萬 | 0.17% | −727−8.5% | 減碼 |
| Dynamic Advisor Solutions LLC | 7,814 | $103.9 萬 | 0.03% | +205+2.7% | 加碼 |
| Corsair Capital Management, L.P. | 7,832 | $104.2 萬 | 0.20% | 00.0% | 不變 |
| Hudson Value Partners, LLC | 7,835 | $104.2 萬 | 0.36% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 7,854 | $104.5 萬 | 0.26% | +2,650+50.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 8,017 | $106.6 萬 | 0.07% | +8,017 | 新進 |
| Valeo Financial Advisors, LLC | 8,066 | $107.3 萬 | 0.03% | +990+14.0% | 加碼 |
| Aquatic Capital Management LLC | 8,090 | $107.6 萬 | 0.02% | +8,090 | 新進 |
| Guidance Capital, Inc | 7,555 | $107.7 萬 | 0.31% | +380+5.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 8,143 | $108.3 萬 | 0.02% | +2,472+43.6% | 加碼 |
| Centaurus Financial, Inc. | 8,160 | $108.6 萬 | 0.06% | +1,726+26.8% | 加碼 |
| Signaturefd, LLC | 8,229 | $109.5 萬 | 0.02% | +309+3.9% | 加碼 |
| Central Pacific Bank - Trust Division | 8,230 | $109.5 萬 | 0.14% | +190+2.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 8,242 | $109.6 萬 | 0.10% | −117−1.4% | 減碼 |
| TownSquare Capital, LLC | 8,247 | $109.7 萬 | 0.11% | −15,731−65.6% | 減碼 |
| Uniting Wealth Partners, LLC | 8,300 | $110.4 萬 | 0.43% | 00.0% | 不變 |
| Capital Counsel LLC | 8,351 | $111.1 萬 | 0.05% | −1,888−18.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 8,360 | $111.2 萬 | 0.04% | −1,042−11.1% | 減碼 |
| VELA Investment Management, LLC | 8,360 | $111.2 萬 | 0.33% | +6,351+316.1% | 加碼 |
| Profund Advisors LLC | 8,426 | $112.1 萬 | 0.04% | −979−10.4% | 減碼 |
| D.A. Davidson & Co. | 8,439 | $112.3 萬 | 0.01% | −419−4.7% | 減碼 |
| Money Concepts Capital Corp | 8,449 | $112.4 萬 | 0.08% | +2,580+44.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,541 | $113.6 萬 | 0.21% | +920+12.1% | 加碼 |
| Smith Shellnut Wilson LLC | 8,543 | $113.6 萬 | 0.49% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 8,596 | $114.4 萬 | 0.06% | +626+7.9% | 加碼 |
| Fiduciary Group LLC | 8,600 | $114.4 萬 | 0.11% | −100−1.1% | 減碼 |
| Kraematon Investment Advisors, Inc | 8,621 | $114.7 萬 | 1.08% | −268−3.0% | 減碼 |
| Benjamin Edwards Inc | 8,687 | $115.6 萬 | 0.01% | +1,873+27.5% | 加碼 |
| Glenmede Investment Management, LP | 8,724 | $116.1 萬 | 0.01% | +8,724 | 新進 |
| Darwin Advisors, LLC | 8,798 | $117.0 萬 | 0.41% | +1,415+19.2% | 加碼 |
| Private Advisory Group LLC | 8,844 | $117.7 萬 | 0.11% | +1,111+14.4% | 加碼 |
| StoneX Group Inc. | 8,870 | $118.0 萬 | 0.06% | −1,969−18.2% | 減碼 |
| E&G Advisors, LP | 8,920 | $118.7 萬 | 0.31% | +220+2.5% | 加碼 |
| Allianz SE | 8,960 | $119.2 萬 | 0.03% | −3,055−25.4% | 減碼 |
| Zions Bancorporation, National Association | 8,976 | $119.4 萬 | 0.06% | −1,392−13.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 9,134 | $121.5 萬 | 0.02% | −287−3.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,264 | $123.2 萬 | 0.02% | −3,641−28.2% | 減碼 |
| Consilium Wealth Advisory, LLC | 9,301 | $123.7 萬 | 0.52% | +4,855+109.2% | 加碼 |
| Beaumont Financial Advisors, LLC | 9,383 | $124.8 萬 | 0.09% | +69+0.7% | 加碼 |
| Aries Wealth Management | 9,404 | $125.1 萬 | 0.33% | 00.0% | 不變 |
| GAM Holding AG | 9,553 | $127.1 萬 | 0.09% | +9,553 | 新進 |
| Snowden Capital Advisors LLC | 9,555 | $127.1 萬 | 0.04% | +30+0.3% | 加碼 |
| GM Advisory Group, Inc. | 9,561 | $127.2 萬 | 0.06% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 9,640 | $128.2 萬 | 0.17% | +687+7.7% | 加碼 |
| Ieq Capital, LLC | 9,671 | $128.6 萬 | 0.01% | −51,963−84.3% | 減碼 |