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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 5,180 | $47.9 萬 | 0.12% | −692−11.8% | 減碼 |
| Fort Sheridan Advisors LLC | 5,212 | $48.2 萬 | 0.06% | +976+23.0% | 加碼 |
| Perigon Wealth Management, LLC | 5,229 | $48.4 萬 | 0.01% | +52+1.0% | 加碼 |
| Canandaigua National Trust Co of Florida | 5,240 | $48.5 萬 | 0.39% | +5,240 | 新進 |
| Sentinus, LLC | 5,265 | $48.7 萬 | 0.04% | +5,265 | 新進 |
| Z3 Capital Partners, LLC | 5,267 | $48.7 萬 | 0.12% | 00.0% | 不變 |
| Norden Group LLC | 5,269 | $48.7 萬 | 0.05% | +2,256+74.9% | 加碼 |
| Erste Asset Management GmbH | 5,426 | $49.0 萬 | 0.00% | −113,220−95.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,317 | $49.2 萬 | 0.02% | −1,479−21.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,334 | $49.3 萬 | 0.00% | +4,799+897.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 5,340 | $49.4 萬 | 0.03% | −174−3.2% | 減碼 |
| Sigma Planning Corp | 5,343 | $49.4 萬 | 0.01% | +998+23.0% | 加碼 |
| Forefront Wealth Partners, LLC | 5,342 | $49.4 萬 | 0.21% | +1,791+50.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,404 | $50.0 萬 | 0.02% | −295−5.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,426 | $50.2 萬 | 0.00% | −9,884−64.6% | 減碼 |
| National Asset Management, Inc. | 5,564 | $50.3 萬 | 0.03% | +6+0.1% | 加碼 |
| Wealth Preservation Advisors, LLC | 5,450 | $50.4 萬 | 0.42% | +1,450+36.3% | 加碼 |
| Forum Financial Management, LP | 5,462 | $50.5 萬 | 0.01% | −4,349−44.3% | 減碼 |
| XML Financial, LLC | 5,474 | $50.6 萬 | 0.04% | −934−14.6% | 減碼 |
| Drake & Associates, LLC | 5,487 | $50.8 萬 | 0.10% | −1,833−25.0% | 減碼 |
| Marks Group Wealth Management, Inc | 5,493 | $50.8 萬 | 0.05% | −7,338−57.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 5,500 | $50.9 萬 | 0.04% | 00.0% | 不變 |
| Diversified Trust Co | 5,546 | $51.3 萬 | 0.01% | −16−0.3% | 減碼 |
| Elequin Capital LP | 5,547 | $51.3 萬 | 0.05% | +5,403+3,752.1% | 加碼 |
| Cary Street Partners Financial LLC | 5,580 | $51.6 萬 | 0.01% | +630+12.7% | 加碼 |
| Union Bancaire Privee, UBP SA | 6,023 | $51.8 萬 | 0.01% | +2,117+54.2% | 加碼 |
| Knightsbridge Asset Management, LLC | 5,660 | $52.4 萬 | 0.07% | +1,410+33.2% | 加碼 |
| Register Financial Advisors LLC | 5,748 | $53.2 萬 | 0.20% | +1,738+43.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 5,762 | $53.3 萬 | 0.01% | +430+8.1% | 加碼 |
| LexAurum Advisors, LLC | 5,780 | $53.5 萬 | 0.07% | +5,780 | 新進 |
| Welch & Forbes LLC | 5,781 | $53.5 萬 | 0.01% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 5,781 | $53.5 萬 | 0.01% | +1,487+34.6% | 加碼 |
| Pallas Capital Advisors LLC | 5,791 | $53.6 萬 | 0.02% | +5,791 | 新進 |
| Intact Investment Management Inc. | 5,800 | $53.6 萬 | 0.02% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 5,832 | $53.9 萬 | 0.00% | +3,615+163.1% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 5,839 | $54.0 萬 | 0.09% | +2,357+67.7% | 加碼 |
| Sawgrass Asset Management LLC | 5,861 | $54.2 萬 | 0.08% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,890 | $54.5 萬 | 0.01% | −18,805−76.1% | 減碼 |
| Frec Markets, Inc. | 5,959 | $55.1 萬 | 0.09% | +2,323+63.9% | 加碼 |
| Resources Investment Advisors, LLC. | 5,970 | $55.2 萬 | 0.01% | −3,649−37.9% | 減碼 |
| Axiom Investment Management LLC | 6,000 | $55.5 萬 | 0.42% | +6,000 | 新進 |
| Firethorn Wealth Partners, LLC | 6,039 | $55.9 萬 | 0.20% | −421−6.5% | 減碼 |
| Insigneo Advisory Services, LLC | 6,073 | $56.2 萬 | 0.04% | +1,775+41.3% | 加碼 |
| Old National Bancorp | 6,108 | $56.5 萬 | 0.01% | −603−9.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 6,142 | $56.8 萬 | 0.00% | −190,629−96.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,143 | $56.8 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 6,153 | $56.9 萬 | 0.02% | −1,417−18.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 6,223 | $57.6 萬 | 0.00% | −1,715−21.6% | 減碼 |
| RiverFront Investment Group, LLC | 6,247 | $57.8 萬 | 0.01% | +570+10.0% | 加碼 |
| Allianz SE | 6,260 | $57.9 萬 | 0.01% | −1,650−20.9% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,274 | $58.0 萬 | 0.12% | 00.0% | 不變 |
| VELA Investment Management, LLC | 6,310 | $58.4 萬 | 0.15% | −1,570−19.9% | 減碼 |
| Mendel Capital Management LLC | 6,311 | $58.4 萬 | 0.29% | +6,311 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,420 | $58.6 萬 | 0.02% | +4,233+193.6% | 加碼 |
| Cigna Investments Inc | 6,359 | $58.8 萬 | 0.09% | −165−2.5% | 減碼 |
| Fidelis Capital Partners, LLC | 6,416 | $59.3 萬 | 0.04% | −5,769−47.3% | 減碼 |
| Family Management Corp | 6,434 | $59.5 萬 | 0.07% | +1,883+41.4% | 加碼 |
| Golden State Equity Partners | 6,449 | $59.7 萬 | 0.05% | −3,265−33.6% | 減碼 |
| Ossiam | 6,459 | $59.7 萬 | 0.01% | −1,522−19.1% | 減碼 |
| Red Door Wealth Management, LLC | 6,461 | $59.8 萬 | 0.06% | +360+5.9% | 加碼 |
| Douglas Lane & Associates, LLC | 6,481 | $60.0 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 6,613 | $61.2 萬 | 0.02% | −605−8.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,633 | $61.4 萬 | 0.01% | −16,112−70.8% | 減碼 |
| OpenArc Corporate Advisory, LLC | 6,665 | $61.7 萬 | 0.01% | +3,043+84.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $61.7 萬 | 0.05% | 00.0% | 不變 |
| Sagewood Asset Management LP | 6,714 | $62.1 萬 | 0.19% | +2,857+74.1% | 加碼 |
| Investors Research Corp | 6,725 | $62.2 萬 | 0.12% | +6,725 | 新進 |
| Robertson Stephens Wealth Management, LLC | 6,728 | $62.2 萬 | 0.02% | −672−9.1% | 減碼 |
| Ritholtz Wealth Management | 6,735 | $62.3 萬 | 0.01% | −180−2.6% | 減碼 |
| Nalls Sherbakoff Group, LLC | 6,737 | $62.3 萬 | 0.46% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 6,767 | $62.6 萬 | 0.08% | +358+5.6% | 加碼 |
| Evoke Wealth, LLC | 6,799 | $62.9 萬 | 0.01% | +3,773+124.7% | 加碼 |
| Principal Street Partners, LLC | 6,812 | $63.0 萬 | 0.10% | +1,671+32.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,830 | $63.2 萬 | 0.01% | −301−4.2% | 減碼 |
| Westpac Banking Corp | 6,856 | $63.4 萬 | 0.04% | −922−11.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,887 | $63.7 萬 | 0.01% | −4,681−40.5% | 減碼 |
| Moors & Cabot, Inc. | 6,903 | $63.8 萬 | 0.03% | +331+5.0% | 加碼 |
| SRS Capital Advisors, Inc. | 6,900 | $63.9 萬 | 0.02% | +2,120+44.4% | 加碼 |
| Norway Savings Bank | 6,922 | $64.0 萬 | 0.30% | +4,059+141.8% | 加碼 |
| Visionary Wealth Advisors | 6,946 | $64.3 萬 | 0.03% | +31+0.4% | 加碼 |
| ATX Financial Planning, LLC | 6,948 | $64.3 萬 | 0.49% | +624+9.9% | 加碼 |
| Prelude Capital Management, LLC | 6,950 | $64.3 萬 | 0.05% | +4,929+243.9% | 加碼 |
| Aigen Investment Management, LP | 6,957 | $64.4 萬 | 0.17% | +6,957 | 新進 |
| Tradition Wealth Management, LLC | 6,975 | $64.5 萬 | 0.05% | +1,267+22.2% | 加碼 |
| Bramshill Investments, LLC | 7,000 | $64.8 萬 | 0.06% | +7,000 | 新進 |
| Mosaic Financial Group, LLC | 7,011 | $64.9 萬 | 0.46% | +11+0.2% | 加碼 |
| ExodusPoint Capital Management, LP | 7,139 | $66.0 萬 | 0.01% | −52,418−88.0% | 減碼 |
| Guinness Asset Management LTD | 7,147 | $66.1 萬 | 0.01% | −77−1.1% | 減碼 |
| Tred Avon Family Wealth, LLC | 7,191 | $66.5 萬 | 0.22% | −2,733−27.5% | 減碼 |
| Yorktown Management & Research Co Inc | 7,200 | $66.6 萬 | 0.56% | 00.0% | 不變 |
| GTS Securities LLC | 7,248 | $67.0 萬 | 0.02% | −1,853−20.4% | 減碼 |
| Sage Rhino Capital LLC | 7,293 | $67.5 萬 | 0.13% | −14−0.2% | 減碼 |
| One Capital Management, LLC | 7,339 | $67.9 萬 | 0.02% | +73+1.0% | 加碼 |
| Paradigm Asset Management Co LLC | 7,354 | $68.0 萬 | 0.16% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 7,398 | $68.4 萬 | 0.02% | −2,173−22.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 7,417 | $68.6 萬 | 0.02% | +2,946+65.9% | 加碼 |
| Glenmede Trust Co NA | 7,446 | $68.9 萬 | 0.00% | −369−4.7% | 減碼 |
| Bridgewater Associates, LP | 7,489 | $69.3 萬 | 0.00% | −39,945−84.2% | 減碼 |
| Trust Asset Management LLC | 7,496 | $69.3 萬 | 0.05% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 7,510 | $69.5 萬 | 0.07% | −64−0.8% | 減碼 |