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。
2026 年第 1 季 13F 持有人
KKR & Co. Inc. 在 2026/3/31 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
- 1,285
- 較 2025 年第 4 季 −98 家
- 持有股數
- 5.29 億
- 較 2025 年第 4 季 +5,972 萬 (+12.7%)
- 總市值
- $489.9 億
- 較 2025 年第 4 季 −$108.7 億 (−18.2%)
- 新進機構
- 155
- 另有 522 家加碼
- 清倉機構
- 253
- 另有 454 家減碼
另有 20 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 760 | $7.03 萬 | 0.00% | −1,310−63.3% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 785 | $7.26 萬 | 0.02% | +785 | 新進 |
| J.Safra Asset Management Corp | 794 | $7.35 萬 | 0.00% | −149−15.8% | 減碼 |
| Capula Management Ltd | 799 | $7.39 萬 | 0.00% | +333+71.5% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 814 | $7.53 萬 | 0.03% | −593−42.1% | 減碼 |
| Harbour Investments, Inc. | 859 | $7.95 萬 | 0.00% | +52+6.4% | 加碼 |
| NBT Bank N A | 866 | $8.01 萬 | 0.01% | +739+581.9% | 加碼 |
| Lodestone Wealth Management LLC | 884 | $8.17 萬 | 0.03% | +233+35.8% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 890 | $8.23 萬 | 0.03% | +220+32.8% | 加碼 |
| Webster Bank, N. A. | 944 | $8.73 萬 | 0.01% | −160−14.5% | 減碼 |
| Harbor Investment Advisory, LLC | 952 | $8.81 萬 | 0.01% | −1,414−59.8% | 減碼 |
| Delta Asset Management LLC | 981 | $9.07 萬 | 0.01% | 00.0% | 不變 |
| 3 Factor Indexing, LLC | 1,000 | $9.25 萬 | 0.09% | +1,000 | 新進 |
| Boreal Capital Management LLC | 1,009 | $9.33 萬 | 0.08% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 1,019 | $9.43 萬 | 0.04% | +12+1.2% | 加碼 |
| Sound Income Strategies, LLC | 1,034 | $9.44 萬 | 0.00% | −50−4.6% | 減碼 |
| Motco | 1,024 | $9.47 萬 | 0.01% | −30−2.8% | 減碼 |
| Hollencrest Capital Management | 1,034 | $9.56 萬 | 0.00% | +844+444.2% | 加碼 |
| CVA Family Office, LLC | 1,039 | $9.61 萬 | 0.01% | +334+47.4% | 加碼 |
| SJS Investment Consulting Inc. | 1,040 | $9.62 萬 | 0.01% | +514+97.7% | 加碼 |
| Oslo Pensjonsforsikring AS | 1,043 | $9.65 萬 | 0.02% | +1,043 | 新進 |
| Essential Partners LLC | 1,062 | $9.82 萬 | 0.03% | +1,032+3,440.0% | 加碼 |
| Signature Equity Partners, LLC | 1,090 | $10.1 萬 | 0.05% | +231+26.9% | 加碼 |
| Financial Perspectives, Inc | 1,120 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,040 | $10.6 萬 | 0.01% | +97+10.3% | 加碼 |
| Harbor Asset Planning, Inc. | 1,197 | $11.1 萬 | 0.09% | 00.0% | 不變 |
| Limestone Investment Advisors LP | 1,200 | $11.1 萬 | 0.05% | +1,140+1,900.0% | 加碼 |
| International Assets Investment Management, LLC | 1,225 | $11.2 萬 | 0.01% | −85−6.5% | 減碼 |
| GF Fund Management Co. Ltd. | 1,218 | $11.3 萬 | 0.00% | +1,218 | 新進 |
| Atlas Capital Advisors LLC | 1,221 | $11.3 萬 | 0.01% | +422+52.8% | 加碼 |
| Parkside Financial Bank & Trust | 1,254 | $11.6 萬 | 0.01% | −103−7.6% | 減碼 |
| Tower View Investment Management & Research LLC | 1,254 | $11.6 萬 | 0.06% | +3+0.2% | 加碼 |
| Hills Bank & Trust Co | 1,293 | $12.0 萬 | 0.01% | −2,274−63.8% | 減碼 |
| MCF Advisors LLC | 1,308 | $12.1 萬 | 0.01% | −55−4.0% | 減碼 |
| Tripletail Wealth Management, LLC | 1,330 | $12.1 萬 | 0.17% | −1,100−45.3% | 減碼 |
| United Community Bank | 1,388 | $12.8 萬 | 0.04% | +70+5.3% | 加碼 |
| Advocate Investing Services LLC | 1,400 | $12.9 萬 | 0.11% | 00.0% | 不變 |
| Hoey Investments, Inc | 1,408 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 1,409 | $13.0 萬 | 0.00% | −261−15.6% | 減碼 |
| Stelac Advisory Services LLC | 1,423 | $13.2 萬 | 0.03% | −40−2.7% | 減碼 |
| Quarry LP | 1,440 | $13.3 萬 | 0.03% | +781+118.5% | 加碼 |
| Cromwell Holdings LLC | 1,443 | $13.3 萬 | 0.08% | −684−32.2% | 減碼 |
| Montag A & Associates Inc | 1,500 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Unison Asset Management LLC | 1,668 | $15.4 萬 | 0.07% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,721 | $15.9 萬 | 0.00% | −252−12.8% | 減碼 |
| Intesa Sanpaolo Wealth Management | 1,721 | $15.9 萬 | 0.04% | +1,680+4,097.6% | 加碼 |
| Golden State Wealth Management, LLC | 1,770 | $16.4 萬 | 0.02% | −1,902−51.8% | 減碼 |
| Rosenberg Matthew Hamilton | 1,778 | $16.4 萬 | 0.03% | −388−17.9% | 減碼 |
| Bogart Wealth, LLC | 1,810 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 1,830 | $16.9 萬 | 0.02% | −49−2.6% | 減碼 |
| Centaurus Financial, Inc. | 1,841 | $17.0 萬 | 0.01% | −6,862−78.8% | 減碼 |
| TFC Financial Management | 1,840 | $17.0 萬 | 0.02% | −375−16.9% | 減碼 |
| Quadrant Capital Group LLC | 1,846 | $17.1 萬 | 0.01% | −12,495−87.1% | 減碼 |
| Onefund, LLC | 1,885 | $17.2 萬 | 0.11% | −67−3.4% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,880 | $17.4 萬 | 0.00% | +1,880 | 新進 |
| Greykasell Wealth Strategies, Inc. | 1,940 | $17.9 萬 | 0.07% | 00.0% | 不變 |
| Quent Capital, LLC | 1,967 | $18.2 萬 | 0.01% | −1,003−33.8% | 減碼 |
| St Germain D J Co Inc | 1,993 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| Granite FO LLC | 2,000 | $18.5 萬 | 0.11% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 2,041 | $18.9 萬 | 0.01% | −6,213−75.3% | 減碼 |
| YANKCOM Partnership | 2,067 | $19.1 萬 | 0.08% | +729+54.5% | 加碼 |
| Camden Capital, LLC | 2,101 | $19.4 萬 | 0.01% | −23,299−91.7% | 減碼 |
| First Horizon Corp | 2,103 | $19.5 萬 | 0.01% | −969−31.5% | 減碼 |
| Miracle Mile Advisors, LLC | 2,166 | $20.0 萬 | 0.00% | −119−5.2% | 減碼 |
| Natural Investments, LLC | 2,174 | $20.1 萬 | 0.05% | 00.0% | 不變 |
| CenterBook Partners LP | 2,178 | $20.1 萬 | 0.01% | −7,082−76.5% | 減碼 |
| Xxi Wealth, LLC | 2,187 | $20.2 萬 | 0.11% | −367−14.4% | 減碼 |
| LVW Advisors, LLC | 2,198 | $20.3 萬 | 0.02% | +2,198 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,212 | $20.5 萬 | 0.05% | +306+16.1% | 加碼 |
| 71 West Capital Partners | 2,217 | $20.5 萬 | 0.01% | +642+40.8% | 加碼 |
| WealthPlan Investment Management, LLC | 2,218 | $20.5 萬 | 0.01% | +2,218 | 新進 |
| Prota Financial, LLC | 2,219 | $20.5 萬 | 0.15% | −408−15.5% | 減碼 |
| Founders Financial Alliance, LLC | 2,220 | $20.5 萬 | 0.04% | +70+3.3% | 加碼 |
| Americana Partners, LLC | 2,226 | $20.6 萬 | 0.01% | −837−27.3% | 減碼 |
| Continuum Advisory, LLC | 2,228 | $20.6 萬 | 0.02% | −1,657−42.7% | 減碼 |
| Stock Yards Bank & Trust Co | 2,228 | $20.6 萬 | 0.01% | +200+9.9% | 加碼 |
| Leo Wealth, LLC | 2,236 | $20.7 萬 | 0.02% | −10,686−82.7% | 減碼 |
| Kingsview Wealth Management, LLC | 2,238 | $20.7 萬 | 0.00% | +146+7.0% | 加碼 |
| Calamos Wealth Management LLC | 2,242 | $20.7 萬 | 0.01% | −50−2.2% | 減碼 |
| Calamos Advisors LLC | 2,242 | $20.7 萬 | 0.00% | +2,242 | 新進 |
| Avidian Wealth Solutions, LLC | 2,249 | $20.8 萬 | 0.01% | +198+9.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,254 | $20.9 萬 | 0.01% | −341−13.1% | 減碼 |
| Millennium Capital Advisors, LLC | 2,255 | $20.9 萬 | 0.13% | −900−28.5% | 減碼 |
| Quotient Wealth Partners, LLC | 2,260 | $20.9 萬 | 0.01% | −520−18.7% | 減碼 |
| Howard Capital Management Inc. | 2,260 | $20.9 萬 | 0.00% | −2,211−49.5% | 減碼 |
| Urban Wealth Management, LLC | 2,275 | $21.0 萬 | 0.22% | −1,103−32.7% | 減碼 |
| Defiance ETFs, LLC | 2,282 | $21.1 萬 | 0.00% | +2,282 | 新進 |
| Aviance Capital Partners, LLC | 2,316 | $21.4 萬 | 0.03% | 00.0% | 不變 |
| PDS Planning, Inc | 2,317 | $21.4 萬 | 0.01% | −107−4.4% | 減碼 |
| First Growth Capital LLC | 2,363 | $21.6 萬 | 0.20% | +10.0% | 加碼 |
| Clark Capital Management Group, Inc. | 2,336 | $21.6 萬 | 0.00% | +406+21.0% | 加碼 |
| Stamos Capital Partners, L.P. | 2,357 | $21.8 萬 | 0.03% | +2,357 | 新進 |
| Perfromance Wealth Partners, LLC | 2,373 | $22.0 萬 | 0.01% | −173,585−98.7% | 減碼 |
| Prosperity Consulting Group, LLC | 2,375 | $22.0 萬 | 0.01% | −970−29.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 2,381 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 2,396 | $22.2 萬 | 0.00% | −51−2.1% | 減碼 |
| D'Orazio & Associates, Inc. | 2,400 | $22.2 萬 | 0.03% | −26−1.1% | 減碼 |
| Banque Pictet & Cie SA | 2,400 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| J. Goldman & Co LP | 2,400 | $22.2 萬 | 0.01% | +2,400 | 新進 |
| Corundum Group, Inc. | 2,410 | $22.3 萬 | 0.07% | +401+20.0% | 加碼 |