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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 6,975 | $92.8 萬 | 0.16% | −347−4.7% | 減碼 |
| Douglas Lane & Associates, LLC | 6,944 | $92.4 萬 | 0.01% | −27−0.4% | 減碼 |
| Dogwood Wealth Management LLC | 6,599 | $91.0 萬 | 0.44% | +6,593+109,883.3% | 加碼 |
| Islay Capital Management, LLC | 6,786 | $90.3 萬 | 0.58% | +268+4.1% | 加碼 |
| Fortress Wealth Group, LLC | 6,185 | $89.8 萬 | 0.42% | +203+3.4% | 加碼 |
| Glenview Trust Co | 6,740 | $89.7 萬 | 0.02% | +271+4.2% | 加碼 |
| Greenleaf Trust | 6,733 | $89.6 萬 | 0.01% | −265−3.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,726 | $89.5 萬 | 0.11% | +10.0% | 加碼 |
| TFB Advisors LLC | 6,707 | $89.2 萬 | 0.23% | +326+5.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $88.5 萬 | 0.08% | +2,113+46.5% | 加碼 |
| Old National Bancorp | 6,605 | $87.9 萬 | 0.02% | +279+4.4% | 加碼 |
| Mainstay Capital Management LLC | 6,594 | $87.7 萬 | 0.04% | +3,446+109.5% | 加碼 |
| Cigna Investments Inc | 6,593 | $87.7 萬 | 0.15% | −125−1.9% | 減碼 |
| Wedmont Private Capital | 6,258 | $87.1 萬 | 0.04% | +793+14.5% | 加碼 |
| Arete Wealth Advisors, LLC | 6,530 | $86.9 萬 | 0.06% | −1,495−18.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,431 | $85.6 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 6,415 | $85.3 萬 | 0.00% | +1,272+24.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,414 | $85.3 萬 | 0.02% | −3,675−36.4% | 減碼 |
| Marsico Capital Management LLC | 6,394 | $85.1 萬 | 0.02% | −373,028−98.3% | 減碼 |
| Western Financial Corp | 6,350 | $84.5 萬 | 0.45% | −45−0.7% | 減碼 |
| One Capital Management, LLC | 6,342 | $84.4 萬 | 0.03% | −10.0% | 減碼 |
| Congress Wealth Management LLC | 6,327 | $84.2 萬 | 0.01% | +1,640+35.0% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $83.5 萬 | 0.19% | 00.0% | 不變 |
| Winslow Capital Management, LLC | 6,239 | $83.0 萬 | 0.00% | −2,515,044−99.8% | 減碼 |
| Ritholtz Wealth Management | 6,236 | $83.0 萬 | 0.02% | +1,834+41.7% | 加碼 |
| Diligent Investors, LLC | 6,230 | $82.9 萬 | 0.20% | +10.0% | 加碼 |
| Umb Bank N A | 6,228 | $82.9 萬 | 0.01% | −6,177−49.8% | 減碼 |
| Keel Point, LLC | 6,195 | $82.4 萬 | 0.05% | +540+9.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 6,186 | $82.3 萬 | 0.11% | +1,113+21.9% | 加碼 |
| National Asset Management, Inc. | 6,146 | $81.8 萬 | 0.04% | −10,270−62.6% | 減碼 |
| Red Door Wealth Management, LLC | 6,102 | $81.2 萬 | 0.10% | +980+19.1% | 加碼 |
| Firethorn Wealth Partners, LLC | 6,028 | $80.2 萬 | 0.35% | −697−10.4% | 減碼 |
| Perbak Capital Partners LLP | 6,025 | $80.2 萬 | 0.18% | +6,025 | 新進 |
| Spirepoint Private Client, LLC | 6,005 | $79.9 萬 | 0.09% | −5−0.1% | 減碼 |
| Fusion Capital, LLC | 5,936 | $79.0 萬 | 0.27% | +834+16.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,933 | $78.9 萬 | 0.28% | +351+6.3% | 加碼 |
| Welch & Forbes LLC | 5,781 | $76.9 萬 | 0.01% | −61−1.0% | 減碼 |
| United Bank | 5,777 | $76.9 萬 | 0.29% | +5,777 | 新進 |
| Good Life Advisors, LLC | 5,741 | $76.4 萬 | 0.05% | +4+0.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,699 | $75.8 萬 | 0.04% | +1,450+34.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 5,696 | $75.8 萬 | 0.02% | −26,195−82.1% | 減碼 |
| XML Financial, LLC | 5,657 | $75.3 萬 | 0.07% | +811+16.7% | 加碼 |
| Insigneo Advisory Services, LLC | 5,627 | $74.9 萬 | 0.06% | −691−10.9% | 減碼 |
| Stamos Capital Partners, L.P. | 5,620 | $74.8 萬 | 0.13% | +2,217+65.1% | 加碼 |
| RiverFront Investment Group, LLC | 5,618 | $74.7 萬 | 0.01% | 00.0% | 不變 |
| Old Mission Capital LLC | 5,615 | $74.7 萬 | 0.02% | +5,615 | 新進 |
| Ballentine Partners, LLC | 5,592 | $74.4 萬 | 0.01% | −491−8.1% | 減碼 |
| Qtron Investments LLC | 5,503 | $73.2 萬 | 0.09% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 5,500 | $73.2 萬 | 0.06% | 00.0% | 不變 |
| Mendel Capital Management LLC | 5,500 | $73.2 萬 | 0.42% | +5,500 | 新進 |
| Sawgrass Asset Management LLC | 5,496 | $73.1 萬 | 0.08% | −1,367−19.9% | 減碼 |
| Tradition Wealth Management, LLC | 5,473 | $72.8 萬 | 0.06% | +1,591+41.0% | 加碼 |
| David Loasby | 5,093 | $72.6 萬 | 0.06% | +2,954+138.1% | 加碼 |
| Strategy Asset Managers LLC | 5,401 | $71.8 萬 | 0.13% | −1,524−22.0% | 減碼 |
| Guinness Asset Management LTD | 5,385 | $71.6 萬 | 0.01% | +125+2.4% | 加碼 |
| Journey Strategic Wealth LLC | 5,362 | $71.3 萬 | 0.02% | +5,362 | 新進 |
| Samalin Investment Counsel, LLC | 5,310 | $70.6 萬 | 0.27% | +378+7.7% | 加碼 |
| Raiffeisen Bank International AG | 5,480 | $70.6 萬 | 0.01% | −193−3.4% | 減碼 |
| Principal Street Partners, LLC | 5,284 | $70.3 萬 | 0.07% | −132−2.4% | 減碼 |
| Drake & Associates, LLC | 5,251 | $69.9 萬 | 0.17% | +5,251 | 新進 |
| Dorsey & Whitney Trust CO LLC | 5,214 | $69.4 萬 | 0.04% | −519−9.1% | 減碼 |
| Diversified Trust Co | 5,208 | $69.3 萬 | 0.02% | +31+0.6% | 加碼 |
| Caption Management, LLC | 5,200 | $69.2 萬 | 0.06% | −4,925−48.6% | 減碼 |
| Diversify Advisory Services, LLC | 4,663 | $68.7 萬 | 0.03% | +1,406+43.2% | 加碼 |
| Huntington National Bank | 5,153 | $68.5 萬 | 0.00% | +226+4.6% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 5,064 | $67.4 萬 | 0.12% | +5,064 | 新進 |
| Cobblestone Capital Advisors LLC | 5,063 | $67.4 萬 | 0.03% | +5,063 | 新進 |
| Legacy Wealth Management, LLC | 5,048 | $67.2 萬 | 0.20% | −2,434−32.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 5,046 | $67.1 萬 | 0.02% | −27,000−84.3% | 減碼 |
| Marks Group Wealth Management, Inc | 5,036 | $67.0 萬 | 0.06% | +334+7.1% | 加碼 |
| Hilltop Holdings Inc. | 5,034 | $67.0 萬 | 0.04% | +611+13.8% | 加碼 |
| Principle Wealth Partners LLC | 5,032 | $66.9 萬 | 0.04% | +12+0.2% | 加碼 |
| Pines Wealth Management, LLC | 4,825 | $66.9 萬 | 0.24% | +710+17.3% | 加碼 |
| Trust Co of Toledo NA | 4,987 | $66.3 萬 | 0.07% | +4,987 | 新進 |
| Cary Street Partners Financial LLC | 4,960 | $66.0 萬 | 0.02% | −88−1.7% | 減碼 |
| KCM Investment Advisors LLC | 4,900 | $65.2 萬 | 0.02% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 4,898 | $65.2 萬 | 0.06% | +58+1.2% | 加碼 |
| Bridgewater Advisors Inc. | 4,502 | $64.9 萬 | 0.05% | +157+3.6% | 加碼 |
| ProVise Management Group, LLC | 4,839 | $64.4 萬 | 0.05% | −250−4.9% | 減碼 |
| Voleon Capital Management LP | 4,790 | $63.7 萬 | 0.03% | +4,790 | 新進 |
| Ashton Thomas Private Wealth, LLC | 4,779 | $63.6 萬 | 0.02% | +2,678+127.5% | 加碼 |
| Clarius Group, LLC | 4,778 | $63.6 萬 | 0.04% | +906+23.4% | 加碼 |
| NorthRock Partners, LLC | 4,716 | $62.8 萬 | 0.02% | +2,281+93.7% | 加碼 |
| Duncker Streett & Co Inc | 4,700 | $62.5 萬 | 0.11% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $62.5 萬 | 0.21% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $62.1 萬 | 0.03% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 4,640 | $61.7 萬 | 0.02% | −1,115−19.4% | 減碼 |
| Clearwater Capital Advisors, LLC | 4,637 | $61.7 萬 | 0.06% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 4,613 | $61.4 萬 | 0.01% | +20+0.4% | 加碼 |
| 10Elms LLP | 4,594 | $61.1 萬 | 0.58% | 00.0% | 不變 |
| Evoke Wealth, LLC | 4,571 | $60.8 萬 | 0.01% | −152,402−97.1% | 減碼 |
| Fundamentun, LLC | 4,568 | $60.8 萬 | 0.03% | +324+7.6% | 加碼 |
| Joel Isaacson & Co., LLC | 4,567 | $60.8 萬 | 0.02% | +4,567 | 新進 |
| Family Management Corp | 4,538 | $60.4 萬 | 0.09% | 00.0% | 不變 |
| Genesis Private Wealth, LLC | 4,504 | $59.9 萬 | 0.28% | +376+9.1% | 加碼 |
| Alpha Cubed Investments, LLC | 4,501 | $59.9 萬 | 0.02% | −29−0.6% | 減碼 |
| Wealth Quarterback LLC | 4,439 | $59.0 萬 | 0.28% | +4,439 | 新進 |
| Fountainhead AM, LLC | 4,426 | $58.9 萬 | 0.09% | −87−1.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,370 | $58.1 萬 | 0.04% | +950+27.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,367 | $58.1 萬 | 0.02% | −524−10.7% | 減碼 |