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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 7,529 | $69.6 萬 | 0.01% | −1,544−17.0% | 減碼 |
| CWA Asset Management Group, LLC | 7,572 | $70.0 萬 | 0.02% | −192−2.5% | 減碼 |
| Fusion Capital, LLC | 7,586 | $70.2 萬 | 0.19% | +607+8.7% | 加碼 |
| Polymer Capital Management (US) LLC | 7,588 | $70.2 萬 | 0.10% | −4,103−35.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 7,630 | $70.6 萬 | 0.13% | +120+1.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 7,635 | $70.6 萬 | 0.01% | +317+4.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,649 | $70.8 萬 | 0.02% | +340+4.7% | 加碼 |
| Clearwater Capital Advisors, LLC | 7,680 | $71.0 萬 | 0.06% | +3,021+64.8% | 加碼 |
| Duncan Williams Asset Management, LLC | 7,698 | $71.2 萬 | 0.20% | −2,051−21.0% | 減碼 |
| Gridiron Partners, LLC | 7,716 | $71.4 萬 | 0.44% | 00.0% | 不變 |
| Mutual Advisors, LLC | 7,739 | $71.6 萬 | 0.02% | +976+14.4% | 加碼 |
| James J. Burns & Company, LLC | 7,774 | $71.9 萬 | 0.10% | −10.0% | 減碼 |
| Corsair Capital Management, L.P. | 7,834 | $72.5 萬 | 0.11% | 00.0% | 不變 |
| Capital Counsel LLC | 7,936 | $73.4 萬 | 0.03% | 00.0% | 不變 |
| We Are One Seven, LLC | 7,963 | $73.7 萬 | 0.01% | +1,683+26.8% | 加碼 |
| Huntington National Bank | 8,021 | $74.2 萬 | 0.00% | +1,505+23.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 8,206 | $75.9 萬 | 0.14% | +2,143+35.3% | 加碼 |
| Evolve Private Wealth, LLC | 8,264 | $76.4 萬 | 0.04% | +8,264 | 新進 |
| Consilium Wealth Advisory, LLC | 8,499 | $78.6 萬 | 0.27% | −1,140−11.8% | 減碼 |
| Signaturefd, LLC | 8,502 | $78.6 萬 | 0.01% | −820−8.8% | 減碼 |
| Jessup Wealth Management, Inc | 8,507 | $78.7 萬 | 0.29% | −70,795−89.3% | 減碼 |
| Transcend Wealth Collective, LLC | 8,553 | $79.1 萬 | 0.06% | +1,112+14.9% | 加碼 |
| Gsa Capital Partners LLP | 8,574 | $79.3 萬 | 0.05% | +4,723+122.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $79.5 萬 | 0.00% | +8,600 | 新進 |
| Greenleaf Trust | 8,621 | $79.7 萬 | 0.01% | +361+4.4% | 加碼 |
| Fiduciary Group LLC | 8,800 | $81.4 萬 | 0.07% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 8,800 | $81.4 萬 | 0.09% | +8,800 | 新進 |
| Aries Wealth Management | 8,864 | $82.0 萬 | 0.18% | 00.0% | 不變 |
| American Assets Inc | 5,500 | $82.6 萬 | 0.28% | +5,500 | 新進 |
| RMB Capital Management, LLC | 8,928 | $82.6 萬 | 0.01% | +8,928 | 新進 |
| Moody National Bank Trust Division | 8,968 | $83.0 萬 | 0.08% | +1,008+12.7% | 加碼 |
| Kraematon Investment Advisors, Inc | 8,991 | $83.2 萬 | 0.68% | −245−2.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 9,022 | $83.5 萬 | 0.01% | −880−8.9% | 減碼 |
| Machina Capital S.A.S. | 9,100 | $84.2 萬 | 0.17% | +9,100 | 新進 |
| Trust Co of Toledo NA | 9,118 | $84.3 萬 | 0.08% | +825+9.9% | 加碼 |
| E&G Advisors, LP | 9,186 | $85.0 萬 | 0.19% | +204+2.3% | 加碼 |
| Islay Capital Management, LLC | 9,196 | $85.1 萬 | 0.43% | +399+4.5% | 加碼 |
| Hudson Value Partners, LLC | 9,230 | $85.4 萬 | 0.25% | +1,395+17.8% | 加碼 |
| Krilogy Financial LLC | 8,413 | $85.8 萬 | 0.03% | +8,413 | 新進 |
| Bain Capital Public Equity, LP | 9,296 | $86.0 萬 | 4.79% | +70+0.8% | 加碼 |
| Gateway Investment Advisers LLC | 9,298 | $86.0 萬 | 0.01% | −43,798−82.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 9,373 | $86.7 萬 | 0.06% | +8+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 9,445 | $87.4 萬 | 0.02% | −2,310−19.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,548 | $88.3 萬 | 0.14% | +1,747+22.4% | 加碼 |
| Ethic Inc. | 9,580 | $88.6 萬 | 0.01% | +399+4.3% | 加碼 |
| Hamilton Capital Partners Inc. | 9,581 | $88.6 萬 | 0.03% | −34,836−78.4% | 減碼 |
| Ancora Advisors, LLC | 9,600 | $88.8 萬 | 0.02% | +9,567+28,990.9% | 加碼 |
| Independent Financial Group, LLC | 9,732 | $90.0 萬 | 0.02% | +3,212+49.3% | 加碼 |
| RW Investment Management LLC | 9,762 | $90.3 萬 | 0.09% | +9,762 | 新進 |
| Institute for Wealth Management, LLC. | 9,779 | $90.5 萬 | 0.10% | −481−4.7% | 減碼 |
| Sirios Capital Management L P | 9,784 | $90.5 萬 | 0.11% | −44,215−81.9% | 減碼 |
| Tower Trust & Investment Co | 9,832 | $90.9 萬 | 0.60% | +160+1.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,904 | $91.6 萬 | 0.01% | −3,019−23.4% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 9,928 | $91.8 萬 | 0.09% | +4,559+84.9% | 加碼 |
| Teton Advisors, LLC | 10,000 | $92.5 萬 | 0.65% | −1,000−9.1% | 減碼 |
| Everence Capital Management Inc | 10,006 | $92.6 萬 | 0.06% | 00.0% | 不變 |
| First Bank & Trust | 10,124 | $93.6 萬 | 0.15% | +2,533+33.4% | 加碼 |
| Jacobi Capital Management LLC | 10,216 | $94.5 萬 | 0.05% | +4,788+88.2% | 加碼 |
| Marnell Management LLC | 10,219 | $94.5 萬 | 0.63% | +1,119+12.3% | 加碼 |
| Meeder Advisory Services, Inc. | 10,248 | $94.8 萬 | 0.04% | −208−2.0% | 減碼 |
| Navalign, LLC | 10,443 | $96.6 萬 | 0.24% | +10,443 | 新進 |
| Western Wealth Management, LLC | 10,487 | $97.0 萬 | 0.04% | −1,647−13.6% | 減碼 |
| Gilbert & Cook, Inc. | 10,496 | $97.1 萬 | 0.13% | +933+9.8% | 加碼 |
| Investment Research & Advisory Group, Inc. | 10,652 | $98.7 萬 | 0.35% | +10,652 | 新進 |
| AlTi Global, Inc. | 10,677 | $98.8 萬 | 0.02% | −661−5.8% | 減碼 |
| Private Advisor Group, LLC | 10,779 | $99.7 萬 | 0.00% | −5,561−34.0% | 減碼 |
| Steadtrust LLC | 10,800 | $99.9 萬 | 0.57% | 00.0% | 不變 |
| Avalon Trust Co | 10,801 | $99.9 萬 | 0.07% | −1,500−12.2% | 減碼 |
| Element Pointe Advisors, LLC | 10,805 | $99.9 萬 | 0.19% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 10,873 | $100.6 萬 | 0.39% | −127−1.2% | 減碼 |
| Wernau Asset Management Inc. | 10,877 | $100.6 萬 | 1.05% | +104+1.0% | 加碼 |
| Spire Wealth Management | 10,878 | $100.6 萬 | 0.03% | −259−2.3% | 減碼 |
| Daymark Wealth Partners, LLC | 10,904 | $100.9 萬 | 0.03% | +1,501+16.0% | 加碼 |
| Brown Brothers Harriman & Co | 10,941 | $101.2 萬 | 0.01% | +5,203+90.7% | 加碼 |
| Segment Wealth Management, LLC | 10,994 | $101.7 萬 | 0.06% | +215+2.0% | 加碼 |
| TCW Group Inc | 11,001 | $101.8 萬 | 0.01% | +528+5.0% | 加碼 |
| Sit Investment Associates Inc | 11,050 | $102.2 萬 | 0.02% | +11,050 | 新進 |
| Westover Capital Advisors, LLC | 11,130 | $103.0 萬 | 0.19% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 11,229 | $103.9 萬 | 0.07% | +1,100+10.9% | 加碼 |
| Chemistry Wealth Management LLC | 11,242 | $104.0 萬 | 0.18% | +40.0% | 加碼 |
| QVT Financial LP | 11,245 | $104.0 萬 | 0.08% | +11,245 | 新進 |
| GAMMA Investing LLC | 11,318 | $104.7 萬 | 0.05% | −3,411−23.2% | 減碼 |
| Bradley Foster & Sargent Inc | 11,335 | $104.8 萬 | 0.02% | −1,765−13.5% | 減碼 |
| Portfolio Design Labs, LLC | 11,372 | $105.2 萬 | 0.19% | +1,500+15.2% | 加碼 |
| Winthrop Partners - WNY, LLC | 11,378 | $105.2 萬 | 0.56% | +15+0.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 11,583 | $105.5 萬 | 0.02% | +421+3.8% | 加碼 |
| TownSquare Capital, LLC | 11,577 | $107.1 萬 | 0.24% | +5,270+83.6% | 加碼 |
| Callan Family Office, LLC | 11,874 | $109.8 萬 | 0.02% | −8,086−40.5% | 減碼 |
| Raiffeisen Bank International AG | 12,169 | $110.0 萬 | 0.02% | +3,434+39.3% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 12,000 | $111.0 萬 | 0.16% | 00.0% | 不變 |
| Buckland Partners Management Co LLC | 12,000 | $111.0 萬 | 0.67% | 00.0% | 不變 |
| Cove Private Wealth, LLC | 12,015 | $111.1 萬 | 0.25% | −8,112−40.3% | 減碼 |
| Park Avenue Securities LLC | 12,068 | $111.6 萬 | 0.01% | −16,938−58.4% | 減碼 |
| Independent Advisor Alliance | 12,254 | $113.3 萬 | 0.01% | −4,588−27.2% | 減碼 |
| RSM US Wealth Management LLC | 12,281 | $113.6 萬 | 0.01% | −5,646−31.5% | 減碼 |
| AE Wealth Management LLC | 12,324 | $114.0 萬 | 0.01% | −125,912−91.1% | 減碼 |
| Snowden Capital Advisors LLC | 12,444 | $115.1 萬 | 0.03% | +2,200+21.5% | 加碼 |
| VCI Wealth Management LLC | 12,452 | $115.2 萬 | 0.32% | −6,101−32.9% | 減碼 |
| Linscomb & Williams, Inc. | 12,453 | $115.2 萬 | 0.05% | +5,453+77.9% | 加碼 |
| Ascent Group, LLC | 12,604 | $116.6 萬 | 0.04% | −1,618−11.4% | 減碼 |