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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 4,351 | $57.9 萬 | 0.06% | +105+2.5% | 加碼 |
| Howard Capital Management Inc. | 4,310 | $57.3 萬 | 0.01% | +756+21.3% | 加碼 |
| Johnson Investment Counsel Inc | 4,305 | $57.3 萬 | 0.01% | +455+11.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 4,289 | $57.1 萬 | 0.01% | +4,289 | 新進 |
| Westpac Banking Corp | 4,266 | $56.8 萬 | 0.04% | +178+4.4% | 加碼 |
| Intact Investment Management Inc. | 4,200 | $55.9 萬 | 0.02% | +4,200 | 新進 |
| Sigma Planning Corp | 4,197 | $55.8 萬 | 0.02% | −243−5.5% | 減碼 |
| Meridian Wealth Management, LLC | 4,183 | $55.6 萬 | 0.02% | +34+0.8% | 加碼 |
| Watershed Private Wealth LLC | 4,179 | $55.6 萬 | 0.20% | 00.0% | 不變 |
| Spirit of America Management Corp | 4,150 | $55.2 萬 | 0.12% | +1,600+62.7% | 加碼 |
| Banque Cantonale Vaudoise | 4,138 | $55.1 萬 | 0.02% | −1,303−23.9% | 減碼 |
| Union Bancaire Privee, UBP SA | 4,444 | $54.9 萬 | 0.01% | −18,640−80.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,100 | $54.5 萬 | 0.01% | −3−0.1% | 減碼 |
| one8zero8, LLC | 4,100 | $54.5 萬 | 0.13% | 00.0% | 不變 |
| Fjell Capital, LLC | 4,098 | $54.5 萬 | 0.51% | −215−5.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,086 | $54.4 萬 | 0.03% | −7,481−64.7% | 減碼 |
| TAGStone Capital, Inc. | 3,786 | $54.0 萬 | 0.22% | +5+0.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 4,022 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| Aaron Wealth Advisors | 4,006 | $53.3 萬 | 0.05% | +63+1.6% | 加碼 |
| Wealth Preservation Advisors, LLC | 4,000 | $53.2 萬 | 0.33% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 3,999 | $53.2 萬 | 0.06% | −9−0.2% | 減碼 |
| Teza Capital Management LLC | 3,993 | $53.1 萬 | 0.40% | +1,867+87.8% | 加碼 |
| Buckingham Strategic Partners | 3,990 | $53.1 萬 | 0.01% | −7,751−66.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,985 | $53.0 萬 | 0.01% | −4,586−53.5% | 減碼 |
| Oxford Financial Group Ltd | 3,954 | $52.6 萬 | 0.03% | −44−1.1% | 減碼 |
| Fort Sheridan Advisors LLC | 3,929 | $52.3 萬 | 0.07% | −99−2.5% | 減碼 |
| Sunbelt Securities, Inc. | 3,533 | $52.3 萬 | 0.05% | −2−0.1% | 減碼 |
| Parcion Private Wealth LLC | 3,925 | $52.2 萬 | 0.04% | +13+0.3% | 加碼 |
| Haverford Trust Co | 3,884 | $51.7 萬 | 0.00% | +1,010+35.1% | 加碼 |
| S-Bank Fund Management Ltd | 3,850 | $51.2 萬 | 0.08% | −301−7.3% | 減碼 |
| Prospera Financial Services Inc | 3,832 | $51.0 萬 | 0.01% | −244−6.0% | 減碼 |
| Total Clarity Wealth Management, Inc. | 3,810 | $50.7 萬 | 0.15% | −100−2.6% | 減碼 |
| Berkshire Asset Management LLC | 3,806 | $50.6 萬 | 0.02% | +6+0.2% | 加碼 |
| Ade, LLC | 3,805 | $50.6 萬 | 0.27% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 3,813 | $50.5 萬 | 0.30% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 3,788 | $50.4 萬 | 0.02% | +3,788 | 新進 |
| MGB Wealth Management, LLC | 3,763 | $50.1 萬 | 0.17% | −2,049−35.3% | 減碼 |
| Perennial Investment Advisors, LLC | 3,742 | $49.8 萬 | 0.05% | −23−0.6% | 減碼 |
| Shelton Capital Management | 3,735 | $49.7 萬 | 0.01% | −75−2.0% | 減碼 |
| Resurgent Financial Advisors LLC | 3,731 | $49.6 萬 | 0.27% | +6+0.2% | 加碼 |
| Syon Capital LLC | 3,722 | $49.5 萬 | 0.03% | +1,013+37.4% | 加碼 |
| Apella Capital, LLC | 3,642 | $49.4 萬 | 0.01% | +314+9.4% | 加碼 |
| Centiva Capital, LP | 3,700 | $49.2 萬 | 0.03% | +3,700 | 新進 |
| 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 |
| Register Financial Advisors LLC | 3,666 | $48.8 萬 | 0.21% | +67+1.9% | 加碼 |
| Dana Investment Advisors, Inc. | 3,664 | $48.7 萬 | 0.02% | −107−2.8% | 減碼 |
| Leavell Investment Management, Inc. | 3,657 | $48.6 萬 | 0.02% | +490+15.5% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,632 | $48.3 萬 | 0.04% | −285−7.3% | 減碼 |
| Bridgewater Associates, LP | 3,624 | $48.2 萬 | 0.00% | −830−18.6% | 減碼 |
| Nations Financial Group Inc, | 3,616 | $48.1 萬 | 0.03% | +3,616 | 新進 |
| Commerzbank Aktiengesellschaft | 3,598 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| Bingham Private Wealth, LLC | 3,579 | $47.6 萬 | 0.45% | +6+0.2% | 加碼 |
| Dudley Capital Management, LLC | 3,570 | $47.5 萬 | 0.24% | +170+5.0% | 加碼 |
| HHM Wealth Advisors, LLC | 3,566 | $47.4 萬 | 0.06% | +10.0% | 加碼 |
| Cercano Management LLC | 3,560 | $47.4 萬 | 0.01% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,551 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| Panagora Asset Management Inc | 3,532 | $47.0 萬 | 0.00% | −28−0.8% | 減碼 |
| First Horizon Advisors, Inc. | 3,518 | $46.8 萬 | 0.01% | −542−13.3% | 減碼 |
| Catalyst Private Wealth, LLC | 3,516 | $46.8 萬 | 0.21% | +643+22.4% | 加碼 |
| Conning Inc. | 3,511 | $46.7 萬 | 0.02% | +150+4.5% | 加碼 |
| L.M. Kohn & Company | 3,505 | $46.6 萬 | 0.13% | −258−6.9% | 減碼 |
| LM Advisors LLC | 3,500 | $46.6 萬 | 0.06% | +3,500 | 新進 |
| Knightsbridge Asset Management, LLC | 3,488 | $46.4 萬 | 0.10% | +67+2.0% | 加碼 |
| SCS Capital Management LLC | 3,464 | $46.1 萬 | 0.01% | +1,439+71.1% | 加碼 |
| Hamilton Capital Partners Inc. | 3,450 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| Manchester Capital Management LLC | 3,446 | $45.8 萬 | 0.06% | −1,180−25.5% | 減碼 |
| Cadent Capital Advisors, LLC | 3,420 | $45.5 萬 | 0.15% | +20+0.6% | 加碼 |
| Citizens National Bank Trust Department | 3,400 | $45.2 萬 | 0.09% | −155−4.4% | 減碼 |
| Cypress Wealth Services, LLC | 3,390 | $45.1 萬 | 0.08% | −90−2.6% | 減碼 |
| Bayforest Capital Ltd | 3,389 | $45.1 萬 | 0.20% | +2,385+237.5% | 加碼 |
| Alta Advisers Ltd | 3,363 | $44.7 萬 | 0.16% | 00.0% | 不變 |
| 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 |
| Black Swift Group, LLC | 3,350 | $44.6 萬 | 0.09% | −23,000−87.3% | 減碼 |
| GLOBALT Investments LLC | 3,338 | $44.4 萬 | 0.02% | −481−12.6% | 減碼 |
| XTX Topco Ltd | 3,287 | $43.7 萬 | 0.02% | −10,980−77.0% | 減碼 |
| CNB Bank | 3,209 | $42.7 萬 | 0.20% | +654+25.6% | 加碼 |
| Hodges Capital Management Inc. | 3,206 | $42.7 萬 | 0.04% | +3+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 3,190 | $42.4 萬 | 0.09% | +10+0.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 3,178 | $42.3 萬 | 0.01% | −2,180−40.7% | 減碼 |
| SageView Advisory Group, LLC | 2,769 | $42.1 萬 | 0.02% | −44−1.6% | 減碼 |
| Fiduciary Family Office, LLC | 3,139 | $41.8 萬 | 0.14% | +38+1.2% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,124 | $41.6 萬 | 0.19% | −48−1.5% | 減碼 |
| Optimize Financial Inc | 3,117 | $41.5 萬 | 0.25% | −22−0.7% | 減碼 |
| Integrated Wealth Concepts LLC | 3,109 | $41.4 萬 | 0.00% | +150+5.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,104 | $41.3 萬 | 0.00% | +60+2.0% | 加碼 |
| Cornerstone Advisory, LLC | 3,097 | $41.2 萬 | 0.04% | +89+3.0% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 3,066 | $40.8 萬 | 0.10% | +3,066 | 新進 |
| Sweeney & Michel, LLC | 2,862 | $40.4 萬 | 0.14% | −631−18.1% | 減碼 |
| Brighton Jones LLC | 3,034 | $40.4 萬 | 0.01% | −1,665−35.4% | 減碼 |
| Rochester Wealth Strategies, LLC | 3,010 | $40.0 萬 | 0.29% | 00.0% | 不變 |
| Davis R M Inc | 3,005 | $40.0 萬 | 0.01% | −30−1.0% | 減碼 |
| 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 |
| First Commonwealth Financial Corp | 2,969 | $39.5 萬 | 0.09% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 2,920 | $38.8 萬 | 0.01% | −1,610−35.5% | 減碼 |
| Kera Capital Partners, Inc. | 2,908 | $38.7 萬 | 0.08% | +2,908 | 新進 |
| VestGen Advisors, LLC | 2,883 | $38.4 萬 | 0.02% | −295−9.3% | 減碼 |
| BCS Private Wealth Management, Inc. | 2,880 | $38.3 萬 | 0.14% | +2,880 | 新進 |