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 4 季 13F 持有人
KKR & Co. Inc. 在 2025/12/31 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
- 1,403
- 較 2025 年第 3 季 +54 家
- 持有股數
- 5.44 億
- 較 2025 年第 3 季 +1,531 萬 (+2.9%)
- 總市值
- $693.0 億
- 較 2025 年第 3 季 +$5.92 億 (+0.9%)
- 新進機構
- 189
- 另有 513 家加碼
- 清倉機構
- 135
- 另有 514 家減碼
另有 28 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,424 | $30.9 萬 | 0.02% | +75+3.2% | 加碼 |
| Northwest Bancshares, Inc. | 2,425 | $30.9 萬 | 0.06% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 2,426 | $30.9 萬 | 0.04% | +18+0.7% | 加碼 |
| Argent Trust Co | 2,442 | $31.1 萬 | 0.01% | −142−5.5% | 減碼 |
| Fisher Asset Management, LLC | 2,447 | $31.2 萬 | 0.00% | +457+23.0% | 加碼 |
| Simplicity Wealth,LLC | 2,448 | $31.2 萬 | 0.02% | +576+30.8% | 加碼 |
| Jefferies Financial Group Inc. | 2,451 | $31.2 萬 | 0.00% | −614,021−99.6% | 減碼 |
| Kera Capital Partners, Inc. | 2,736 | $31.3 萬 | 0.04% | +159+6.2% | 加碼 |
| Curated Wealth Partners LLC | 2,473 | $31.5 萬 | 0.03% | +2,473 | 新進 |
| Ssi Investment Management LLC | 2,474 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 2,495 | $31.8 萬 | 0.02% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 2,498 | $31.8 萬 | 0.00% | +550+28.2% | 加碼 |
| Portus Wealth Advisors, LLC | 2,517 | $32.1 萬 | 0.30% | +456+22.1% | 加碼 |
| Freestone Capital Holdings, LLC | 2,524 | $32.2 萬 | 0.01% | +53+2.1% | 加碼 |
| Horizon Bancorp Inc | 2,527 | $32.2 萬 | 0.16% | +829+48.8% | 加碼 |
| Partners Capital Investment Group, LLP | 2,529 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 2,534 | $32.3 萬 | 0.00% | +276+12.2% | 加碼 |
| Steel Peak Wealth Management LLC | 2,549 | $32.5 萬 | 0.01% | +80+3.2% | 加碼 |
| Xxi Wealth, LLC | 2,554 | $32.6 萬 | 0.20% | +2,554 | 新進 |
| FourThought Financial Partners, LLC | 2,571 | $32.8 萬 | 0.03% | −858−25.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 2,595 | $33.1 萬 | 0.02% | −15−0.6% | 減碼 |
| iA Global Asset Management Inc. | 2,600 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 2,602 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 2,609 | $33.3 萬 | 0.03% | −440−14.4% | 減碼 |
| Peak Planning Group, LLC | 2,610 | $33.3 萬 | 0.09% | +4+0.2% | 加碼 |
| NFP Retirement, Inc. | 2,615 | $33.3 萬 | 0.02% | −133−4.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,616 | $33.3 萬 | 0.02% | −150−5.4% | 減碼 |
| Middleton & Co Inc | 2,622 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Souders Financial Advisors | 2,623 | $33.4 萬 | 0.04% | +58+2.3% | 加碼 |
| North Capital, Inc. | 2,626 | $33.5 萬 | 0.29% | −119−4.3% | 減碼 |
| Prota Financial, LLC | 2,627 | $33.5 萬 | 0.24% | +2,627 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $33.5 萬 | 0.05% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,639 | $33.6 萬 | 0.05% | +10.0% | 加碼 |
| Washington Trust Bank | 2,644 | $33.7 萬 | 0.02% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,651 | $33.8 萬 | 0.04% | +2,651 | 新進 |
| Exchange Traded Concepts, LLC | 2,698 | $34.4 萬 | 0.00% | −741−21.5% | 減碼 |
| BCS Private Wealth Management, Inc. | 2,705 | $34.5 萬 | 0.12% | −100−3.6% | 減碼 |
| Parsonex Advisory Services, Inc. | 2,722 | $34.7 萬 | 0.22% | −37−1.3% | 減碼 |
| Oak Barrel Wealth Advisory LLC | 2,747 | $35.0 萬 | 0.21% | +2,747 | 新進 |
| Fiduciary Family Office, LLC | 2,748 | $35.0 萬 | 0.10% | −377−12.1% | 減碼 |
| Ballast, Inc. | 2,752 | $35.1 萬 | 0.08% | 00.0% | 不變 |
| Alta Advisers Ltd | 2,763 | $35.2 萬 | 0.13% | −600−17.8% | 減碼 |
| Aprio Wealth Management, LLC | 2,767 | $35.3 萬 | 0.02% | +58+2.1% | 加碼 |
| Quotient Wealth Partners, LLC | 2,780 | $35.4 萬 | 0.01% | −40−1.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 2,794 | $35.6 萬 | 0.04% | −3−0.1% | 減碼 |
| Essex Savings Bank | 2,811 | $35.8 萬 | 0.08% | −13−0.5% | 減碼 |
| Savvy Advisors, Inc. | 2,812 | $35.8 萬 | 0.01% | +311+12.4% | 加碼 |
| Naviter Wealth, LLC | 2,833 | $36.1 萬 | 0.05% | +6+0.2% | 加碼 |
| Paradigm Financial Partners, LLC | 2,847 | $36.3 萬 | 0.04% | −1,133−28.5% | 減碼 |
| LFA - Lugano Financial Advisors SA | 2,850 | $36.3 萬 | 0.19% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 2,852 | $36.4 萬 | 0.02% | +55+2.0% | 加碼 |
| Norway Savings Bank | 2,863 | $36.5 萬 | 0.17% | +2,863 | 新進 |
| Los Angeles Capital Management LLC | 3,109 | $36.7 萬 | 0.00% | +3,109 | 新進 |
| Avestar Capital, LLC | 2,904 | $37.0 萬 | 0.03% | +56+2.0% | 加碼 |
| Integrated Wealth Concepts LLC | 2,914 | $37.1 萬 | 0.00% | +224+8.3% | 加碼 |
| Crawford Investment Counsel Inc | 2,942 | $37.5 萬 | 0.01% | +2,942 | 新進 |
| ZRC Wealth Management, LLC | 2,943 | $37.5 萬 | 0.13% | −506−14.7% | 減碼 |
| Childress Capital Advisors, LLC | 2,958 | $37.7 萬 | 0.06% | −158−5.1% | 減碼 |
| Virtue Capital Management, LLC | 2,931 | $37.8 萬 | 0.06% | −51,411−94.6% | 減碼 |
| Quent Capital, LLC | 2,970 | $37.9 萬 | 0.03% | +2,609+722.7% | 加碼 |
| Klingman & Associates, LLC | 2,994 | $38.2 萬 | 0.02% | +65+2.2% | 加碼 |
| Wellington Shields & Co., LLC | 3,000 | $38.2 萬 | 0.09% | 00.0% | 不變 |
| Banque de Luxembourg S.A. | 3,003 | $38.3 萬 | 0.18% | +894+42.4% | 加碼 |
| AA Financial Advisors, LLC | 3,005 | $38.3 萬 | 0.07% | +152+5.3% | 加碼 |
| Dockside LLC | 3,007 | $38.3 萬 | 0.10% | +3,007 | 新進 |
| Rochester Wealth Strategies, LLC | 3,010 | $38.4 萬 | 0.24% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,010 | $38.4 萬 | 0.01% | +651+27.6% | 加碼 |
| Norden Group LLC | 3,013 | $38.4 萬 | 0.04% | −894−22.9% | 減碼 |
| Cadent Capital Advisors, LLC | 3,020 | $38.5 萬 | 0.10% | −950−23.9% | 減碼 |
| Evoke Wealth, LLC | 3,026 | $38.6 萬 | 0.01% | −237−7.3% | 減碼 |
| Nemes Rush Group LLC | 3,038 | $38.7 萬 | 0.04% | +652+27.3% | 加碼 |
| Foundations Investment Advisors, LLC | 3,039 | $38.7 萬 | 0.01% | −2,068−40.5% | 減碼 |
| Platform Technology Partners | 3,042 | $38.8 萬 | 0.08% | +1,264+71.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,052 | $38.9 萬 | 0.01% | +52+1.7% | 加碼 |
| Americana Partners, LLC | 3,063 | $39.0 萬 | 0.01% | +3,063 | 新進 |
| First Horizon Corp | 3,072 | $39.2 萬 | 0.02% | +1,415+85.4% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,089 | $39.4 萬 | 0.02% | +3,089 | 新進 |
| Genesis Private Wealth, LLC | 3,136 | $40.0 萬 | 0.12% | −1,193−27.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 3,136 | $40.0 萬 | 0.01% | +201+6.8% | 加碼 |
| CX Institutional | 3,146 | $40.1 萬 | 0.01% | +723+29.8% | 加碼 |
| Millennium Capital Advisors, LLC | 3,155 | $40.2 萬 | 0.24% | +185+6.2% | 加碼 |
| Hodges Capital Management Inc. | 3,213 | $41.0 萬 | 0.04% | +4+0.1% | 加碼 |
| Diligent Investors, LLC | 3,245 | $41.4 萬 | 0.10% | −35−1.1% | 減碼 |
| Dana Investment Advisors, Inc. | 3,248 | $41.4 萬 | 0.01% | −416−11.4% | 減碼 |
| Dakota Wealth Management | 3,295 | $42.0 萬 | 0.01% | −327−9.0% | 減碼 |
| Wealth Quarterback LLC | 3,297 | $42.0 萬 | 0.15% | +457+16.1% | 加碼 |
| Conning Inc. | 3,302 | $42.1 萬 | 0.01% | −209−6.0% | 減碼 |
| Spinnaker Investment Group, LLC | 3,308 | $42.2 萬 | 0.08% | −6,306−65.6% | 減碼 |
| Everhart Financial Group, Inc. | 3,310 | $42.2 萬 | 0.04% | +1,545+87.5% | 加碼 |
| Umb Bank N A | 3,314 | $42.2 萬 | 0.01% | −2,779−45.6% | 減碼 |
| Sovereign Financial Group, Inc. | 3,319 | $42.3 萬 | 0.08% | +132+4.1% | 加碼 |
| Conquis Financial LLC | 3,332 | $42.5 萬 | 0.37% | −1,445−30.2% | 減碼 |
| Prosperity Consulting Group, LLC | 3,345 | $42.6 萬 | 0.02% | +655+24.3% | 加碼 |
| Bingham Private Wealth, LLC | 3,348 | $42.7 萬 | 0.37% | +3,348 | 新進 |
| Citizens National Bank Trust Department | 3,350 | $42.7 萬 | 0.07% | −25−0.7% | 減碼 |
| Oxford Financial Group Ltd | 3,358 | $42.8 萬 | 0.02% | −555−14.2% | 減碼 |
| Urban Wealth Management, LLC | 3,378 | $43.1 萬 | 0.40% | +3,378 | 新進 |
| Cypress Wealth Services, LLC | 3,383 | $43.1 萬 | 0.06% | −50−1.5% | 減碼 |
| Cornerstone Advisory, LLC | 3,420 | $43.6 萬 | 0.04% | +231+7.2% | 加碼 |
| L2 Asset Management, LLC | 3,434 | $43.8 萬 | 0.06% | +3,434 | 新進 |