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Kenvue Inc.

KVUE
交易所
NYSE
產業
Perfumes, Cosmetics & Other Toilet Preparations
SEC CIK
0001944048

近 90 天，Kenvue Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,014 家機構在 13F 申報持有，市值合計 $345.8 億；Starboard Value、索羅斯基金管理等 3 位大師持有。

2023 年第 3 季與 2023 年第 2 季比較

持有 Kenvue Inc. 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

KVUE 的 13F 持有人：2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數1612915+756
股數2.25 億1,00517.0 億+14.8 億 (+655.3%)
市值$59.4 億$2.66 萬$341.6 億+$282.1 億 (+474.5%)

2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（776 家）

2023 年第 3 季季末持有 Kenvue Inc.、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 776 家。

2023 年第 3 季新進 KVUE 的機構
機構股數市值佔組合 %
Vanguard Group Inc146,654,198$29.4 億0.07%
State Street Corp74,647,339$15.0 億0.08%
Geode Capital Management, LLC32,873,626$6.59 億0.08%
Dimensional Fund Advisors LP17,128,393$3.44 億0.11%
Charles Schwab Investment Management Inc16,965,289$3.34 億0.10%
Amundi14,174,156$2.75 億0.13%
Nordea Investment Management AB12,708,208$2.55 億0.35%
Southpoint Capital Advisors LP11,000,000$2.21 億4.93%
Cullen Capital Management LLC10,354,907$2.08 億2.43%
Fiera Capital Corp8,894,432$1.79 億0.57%
UBS Asset Management Americas Inc8,680,819$1.74 億0.08%
Gates Capital Management, Inc.7,851,062$1.58 億5.11%
Mawer Investment Management Ltd.6,909,202$1.39 億0.74%
Ceredex Value Advisors LLC5,349,501$1.07 億1.89%
Swiss National Bank4,927,446$9,894 萬0.08%
Legal & General Group Plc4,682,762$9,403 萬0.03%
Public Sector Pension Investment Board4,532,696$9,102 萬0.67%
Bessemer Group Inc4,178,458$8,390 萬0.18%
HSBC Holdings PLC4,158,787$8,385 萬0.09%
Canoe Financial LP3,055,681$8,334 萬2.33%
Yacktman Asset Management LP3,774,062$7,578 萬0.75%
Voya Investment Management LLC3,189,814$6,405 萬0.07%
Rhumbline Advisers3,131,012$6,287 萬0.07%
StonePine Asset Management Inc.3,071,230$6,167 萬0.89%
Canada Pension Plan Investment Board3,023,052$6,070 萬0.09%
Ruffer LLP2,923,675$5,877 萬3.26%
VGI Partners Ltd2,771,414$5,565 萬12.42%
Bank of Nova Scotia2,730,664$5,483 萬0.14%
Nomura Asset Management Co Ltd2,721,346$5,464 萬0.26%
Locust Wood Capital Advisers, LLC2,467,788$4,955 萬2.37%
J. Goldman & Co LP2,406,949$4,833 萬2.42%
Equity Investment Corp2,404,577$4,828 萬1.50%
HighTower Advisors, LLC2,393,764$4,800 萬0.09%
California State Teachers Retirement System2,293,996$4,606 萬0.07%
New York State Common Retirement Fund2,274,651$4,567 萬0.07%
Thrivent Financial for Lutherans2,254,203$4,527 萬0.11%
Stonegate Investment Group, LLC2,228,751$4,475 萬1.63%
Keybank National Association2,161,713$4,341 萬0.21%
STRS Ohio2,159,326$4,336 萬0.19%
AustralianSuper Pty Ltd2,067,146$4,151 萬0.27%
Mondrian Investment Partners LTD2,026,321$4,069 萬0.84%
ING Groep NV1,990,367$3,997 萬0.35%
Principal Financial Group Inc1,918,965$3,853 萬0.03%
Empyrean Capital Partners, LP1,915,000$3,845 萬2.37%
National Pension Service1,859,900$3,839 萬0.06%
Centiva Capital, LP1,899,338$3,814 萬1.90%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,857,745$3,730 萬0.08%
Samlyn Capital, LLC1,830,621$3,676 萬0.65%
Natixis Advisors, L.P.1,823,834$3,662 萬0.11%
Sofinnova Investments, Inc.1,802,084$3,619 萬2.51%
UniSuper Management Pty Ltd1,770,138$3,554 萬0.44%
Troluce Capital Advisors LLC1,736,858$3,502 萬21.14%
Great West Life Assurance Co1,734,143$3,480 萬0.08%
Clearline Capital LP1,659,887$3,333 萬3.30%
Cooke & Bieler LP1,600,915$3,215 萬0.31%
Barclays PLC1,579,460$3,172 萬0.02%
New York State Teachers Retirement System1,561,196$3,135 萬0.08%
State Board of Administration of Florida Retirement System1,535,648$3,084 萬0.07%
Renaissance Technologies LLC1,531,612$3,076 萬0.05%
Falcon Edge Capital, LP1,512,734$3,038 萬19.20%
DnB Asset Management AS1,501,210$3,014 萬0.18%
Prudential Financial Inc1,489,887$2,992 萬0.05%
HBK Investments L P1,475,000$2,962 萬0.66%
Osterweis Capital Management Inc1,448,626$2,909 萬2.13%
Glenmede Trust Co NA1,442,581$2,897 萬0.17%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,406,267$2,824 萬0.04%
Brandywine Global Investment Management, LLC1,398,762$2,809 萬0.25%
Blair William & Co1,391,743$2,795 萬0.11%
Dendur Capital LP1,375,000$2,761 萬3.90%
Mitsubishi UFJ Trust & Banking Corp1,356,400$2,724 萬0.07%
Credit Suisse AG1,302,945$2,616 萬0.03%
LMR Partners LLP1,302,171$2,615 萬0.59%
Brown Advisory Inc1,298,204$2,607 萬0.04%
Oppenheimer Asset Management Inc.1,289,137$2,589 萬0.40%
RNC Capital Management LLC1,273,670$2,558 萬1.59%
Maplelane Capital, LLC1,270,000$2,550 萬2.71%
Russell Investments Group, Ltd.1,258,764$2,528 萬0.05%
Edmond de Rothschild Holding S.A.1,230,000$2,470 萬0.50%
Maple Rock Capital Partners Inc.1,185,000$2,379 萬2.77%
Royal London Asset Management Ltd1,179,727$2,369 萬0.08%
Robeco Institutional Asset Management B.V.1,169,707$2,349 萬0.06%
Scharf Investments, LLC1,165,950$2,341 萬0.70%
Allspring Global Investments Holdings, LLC1,114,797$2,239 萬0.04%
BW Gestao de Investimentos Ltda.1,100,000$2,209 萬2.73%
RMB Capital Management, LLC1,096,458$2,202 萬0.75%
Cannell Peter B & Co Inc1,085,942$2,181 萬0.75%
Interval Partners, LP1,085,692$2,180 萬0.89%
Aviva PLC1,056,477$2,121 萬0.09%
Janney Montgomery Scott LLC1,046,108$2,101 萬0.08%
Davenport & Co LLC1,035,174$2,079 萬0.16%
CORDA Investment Management, LLC.1,021,524$2,051 萬1.86%
Janus Henderson Group PLC1,017,402$2,043 萬0.01%
State of Tennessee, Treasury Department1,004,827$2,018 萬0.08%
Clark Estates Inc1,000,000$2,008 萬3.65%
Scopus Asset Management, L.P.1,000,000$2,008 萬0.76%
Chevy Chase Trust Holdings, Inc.968,732$1,945 萬0.08%
Rudius Management LP953,739$1,915 萬10.46%
State of Wisconsin Investment Board949,509$1,907 萬0.06%
Crestwood Advisors Group LLC925,203$1,858 萬0.49%
Wealth High Governance Capital Ltda900,000$1,807 萬6.28%

清倉機構（20 家）

2023 年第 2 季季末持有 Kenvue Inc.、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 KVUE 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Viking Global Investors LP大師維京全球投資3,141,799$8,301 萬
Candlestick Capital Management LP1,650,000$4,359 萬
Blackstone Group Inc.1,600,000$4,227 萬
Dragoneer Investment Group, LLC1,600,000$4,227 萬
Discovery Capital Management, LLC932,800$2,464 萬
Rokos Capital Management LLP600,000$1,580 萬
Brookfield Asset Management Inc.520,543$1,375 萬
Seven Grand Managers, LLC496,554$1,312 萬
Weiss Asset Management LP400,000$1,057 萬
Armistice Capital, LLC300,000$792.6 萬
Engle Capital Management, L.P.235,000$620.9 萬
Maven Securities LTD200,000$528.4 萬
Picton Mahoney Asset Management175,986$464.8 萬
Teachers Retirement System of the State of Kentucky160,500$424.0 萬
Hood River Capital Management LLC106,239$280.7 萬
D. E. Shaw & Co., Inc.30,379$80.3 萬
Alpine Global Management, LLC25,000$66.0 萬
Columbus Hill Capital Management, L.P.5,000$13.2 萬
Fairfield, Bush & Co.2,500$6.61 萬
Tamarack Advisers, LP1,000$2.64 萬

尚未申報 2023 年第 3 季的機構（2 家）

2023 年第 2 季季末持有 Kenvue Inc.、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 2 季持有 KVUE、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Kistler-Tiffany Companies, LLC1,000$2.64 萬
First Capital Advisors Group, LLC.5$132