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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 2,867 | $38.1 萬 | 0.01% | −26−0.9% | 減碼 |
| Vicus Capital | 2,862 | $38.1 萬 | 0.03% | +613+27.3% | 加碼 |
| Systematic Alpha Investments, LLC | 2,860 | $38.0 萬 | 0.01% | 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 |
| LFA - Lugano Financial Advisors SA | 2,850 | $37.9 萬 | 0.22% | 00.0% | 不變 |
| BlueStem Wealth Partners, LLC | 2,843 | $37.8 萬 | 0.05% | −259−8.3% | 減碼 |
| Argent Trust Co | 2,839 | $37.8 萬 | 0.01% | −835−22.7% | 減碼 |
| Essex Savings Bank | 2,833 | $37.7 萬 | 0.09% | −184−6.1% | 減碼 |
| Ballast, Inc. | 2,822 | $37.5 萬 | 0.10% | −83−2.9% | 減碼 |
| Childress Capital Advisors, LLC | 2,821 | $37.5 萬 | 0.09% | +120+4.4% | 加碼 |
| Cumberland Partners Ltd | 2,815 | $37.4 萬 | 0.03% | −60−2.1% | 減碼 |
| Peapack Gladstone Financial Corp | 2,804 | $37.3 萬 | 0.01% | −74−2.6% | 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 |
| Advisors Capital Management, LLC | 2,782 | $37.0 萬 | 0.01% | −14−0.5% | 減碼 |
| Ostrum Asset Management | 2,773 | $36.9 萬 | 0.02% | −80−2.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 2,767 | $36.8 萬 | 0.03% | +300+12.2% | 加碼 |
| Parsonex Advisory Services, Inc. | 2,764 | $36.8 萬 | 0.31% | +2,764 | 新進 |
| Mayflower Financial Advisors, LLC | 2,762 | $36.7 萬 | 0.05% | −7−0.3% | 減碼 |
| Marex Group plc | 2,755 | $36.6 萬 | 0.01% | −17,020−86.1% | 減碼 |
| NFP Retirement, Inc. | 2,748 | $36.6 萬 | 0.02% | +2,748 | 新進 |
| North Capital, Inc. | 2,744 | $36.5 萬 | 0.31% | −6−0.2% | 減碼 |
| Virtus Family Office LLC | 2,738 | $36.4 萬 | 0.47% | +706+34.7% | 加碼 |
| Skopos Labs, Inc. | 2,721 | $36.2 萬 | 0.05% | +776+39.9% | 加碼 |
| Brown Brothers Harriman & Co | 2,718 | $36.2 萬 | 0.00% | +1,127+70.8% | 加碼 |
| Norden Group LLC | 2,677 | $35.6 萬 | 0.04% | +366+15.8% | 加碼 |
| Renaissance Group LLC | 2,675 | $35.6 萬 | 0.01% | −204,043−98.7% | 減碼 |
| Quotient Wealth Partners, LLC | 2,668 | $35.5 萬 | 0.01% | +469+21.3% | 加碼 |
| Smartleaf Asset Management LLC | 2,630 | $35.3 萬 | 0.03% | −521−16.5% | 減碼 |
| Change Path, LLC | 2,647 | $35.2 萬 | 0.01% | +32+1.2% | 加碼 |
| Washington Trust Bank | 2,644 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,636 | $35.1 萬 | 0.06% | +10.0% | 加碼 |
| Banco Santander, S.A. | 2,633 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $35.0 萬 | 0.06% | 00.0% | 不變 |
| Middleton & Co Inc | 2,622 | $34.9 萬 | 0.04% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 2,618 | $34.8 萬 | 0.01% | −55,263−95.5% | 減碼 |
| Camden Capital, LLC | 2,615 | $34.8 萬 | 0.03% | −248−8.7% | 減碼 |
| Peak Planning Group, LLC | 2,603 | $34.6 萬 | 0.22% | −275−9.6% | 減碼 |
| SRS Capital Advisors, Inc. | 2,602 | $34.6 萬 | 0.02% | +65+2.6% | 加碼 |
| Klingman & Associates, LLC | 2,602 | $34.6 萬 | 0.02% | +2,602 | 新進 |
| Evercore Wealth Management, LLC | 2,602 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,600 | $34.6 萬 | 0.02% | +5+0.2% | 加碼 |
| Aspen Grove Capital, LLC | 2,578 | $34.3 萬 | 0.06% | −400−13.4% | 減碼 |
| GTS Securities LLC | 2,572 | $34.2 萬 | 0.02% | −2,337−47.6% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 2,545 | $33.9 萬 | 0.10% | −949−27.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,530 | $33.7 萬 | 0.02% | −534−17.4% | 減碼 |
| Partners Capital Investment Group, LLP | 2,529 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 2,500 | $33.3 萬 | 0.02% | 00.0% | 不變 |
| Wolverine Trading, LLC | 2,470 | $33.2 萬 | 0.01% | −6,710−73.1% | 減碼 |
| West Wealth Group, LLC | 2,277 | $32.9 萬 | 0.08% | −51−2.2% | 減碼 |
| Ssi Investment Management LLC | 2,474 | $32.9 萬 | 0.02% | −1,221−33.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 2,470 | $32.9 萬 | 0.04% | −8,600−77.7% | 減碼 |
| Freestone Capital Holdings, LLC | 2,471 | $32.9 萬 | 0.01% | +37+1.5% | 加碼 |
| Ascent Group, LLC | 2,454 | $32.6 萬 | 0.01% | +15+0.6% | 加碼 |
| V-Square Quantitative Management LLC | 2,452 | $32.6 萬 | 0.04% | −3,787−60.7% | 減碼 |
| Wealth Management Associates, Inc. | 2,433 | $32.4 萬 | 0.13% | +432+21.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,429 | $32.3 萬 | 0.03% | −22,222−90.1% | 減碼 |
| Northwest Bancshares, Inc. | 2,425 | $32.3 萬 | 0.06% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 2,403 | $32.0 萬 | 0.05% | −11−0.5% | 減碼 |
| Banque Pictet & Cie SA | 2,400 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 2,398 | $31.9 萬 | 0.04% | +2,398 | 新進 |
| Sand Hill Global Advisors, LLC | 2,381 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 2,380 | $31.7 萬 | 0.00% | +84+3.7% | 加碼 |
| TFC Financial Management | 2,370 | $31.5 萬 | 0.04% | −19−0.8% | 減碼 |
| Steel Peak Wealth Management LLC | 2,370 | $31.5 萬 | 0.01% | +20+0.9% | 加碼 |
| Drive Wealth Management, LLC | 2,362 | $31.4 萬 | 0.07% | +12+0.5% | 加碼 |
| Wealthspire Advisors, LLC | 2,361 | $31.4 萬 | 0.00% | −896−27.5% | 減碼 |
| Objective Capital Management, LLC | 2,354 | $31.3 萬 | 0.35% | +10.0% | 加碼 |
| Roundview Capital LLC | 2,344 | $31.2 萬 | 0.02% | +2+0.1% | 加碼 |
| Leo Wealth, LLC | 2,341 | $31.1 萬 | 0.02% | −662−22.0% | 減碼 |
| WealthPLAN Partners, LLC | 2,330 | $31.0 萬 | 0.05% | −81−3.4% | 減碼 |
| Cypress Point Wealth Management, LLC | 2,325 | $30.9 萬 | 0.08% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 2,315 | $30.8 萬 | 0.04% | +178+8.3% | 加碼 |
| CX Institutional | 2,317 | $30.8 萬 | 0.01% | +945+68.9% | 加碼 |
| Pring Turner Capital Group Inc | 2,315 | $30.8 萬 | 0.20% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 2,019 | $30.7 萬 | 0.06% | +2,019 | 新進 |
| Connecticut Wealth Management, LLC | 2,301 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| JSF Financial, LLC | 2,274 | $30.3 萬 | 0.07% | +42+1.9% | 加碼 |
| Souders Financial Advisors | 2,257 | $30.0 萬 | 0.04% | +2,257 | 新進 |
| Congress Park Capital LLC | 2,250 | $29.9 萬 | 0.10% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,249 | $29.9 萬 | 0.02% | −4,050−64.3% | 減碼 |
| PDS Planning, Inc | 2,247 | $29.9 萬 | 0.02% | +2,247 | 新進 |
| Groupama Asset Managment | 2,220 | $29.8 萬 | 0.00% | −210−8.6% | 減碼 |
| Founders Financial Alliance, LLC | 2,235 | $29.7 萬 | 0.07% | +50+2.3% | 加碼 |
| Shepherd Financial Partners LLC | 2,229 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| MBB Public Markets I LLC | 2,201 | $29.3 萬 | 0.03% | −504−18.6% | 減碼 |
| Berbice Capital Management LLC | 2,200 | $29.3 萬 | 0.21% | +75+3.5% | 加碼 |
| Sentry Investment Management LLC | 2,100 | $29.0 萬 | 0.16% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 2,175 | $28.9 萬 | 0.02% | +2,175 | 新進 |
| Keystone Financial Group | 2,163 | $28.8 萬 | 0.03% | −2−0.1% | 減碼 |
| Fisher Asset Management, LLC | 2,132 | $28.4 萬 | 0.00% | +240+12.7% | 加碼 |
| Nemes Rush Group LLC | 2,125 | $28.3 萬 | 0.03% | +577+37.3% | 加碼 |
| Banque de Luxembourg S.A. | 2,444 | $28.3 萬 | 0.16% | 00.0% | 不變 |
| First National Trust Co | 2,123 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 2,112 | $28.1 萬 | 0.06% | −30,332−93.5% | 減碼 |
| 44 Wealth Management LLC | 2,111 | $28.1 萬 | 0.10% | −48−2.2% | 減碼 |
| Great Lakes Advisors, LLC | 2,108 | $28.0 萬 | 0.00% | −986−31.9% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,107 | $28.0 萬 | 0.19% | −400−16.0% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,106 | $28.0 萬 | 0.03% | +2,106 | 新進 |