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 4 季 13F 持有人
Kenvue Inc. 在 2023/12/31 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
- 984
- 較 2023 年第 3 季 +82 家
- 持有股數
- 18.7 億
- 較 2023 年第 3 季 +1.71 億 (+10.1%)
- 總市值
- $402.7 億
- 較 2023 年第 3 季 +$61.3 億 (+18.0%)
- 新進機構
- 197
- 另有 409 家加碼
- 清倉機構
- 115
- 另有 309 家減碼
另有 13 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 KVUE 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 | 1,014 | $345.8 億 |
| 2026 年第 1 季 | 1,019 | $301.1 億 |
| 2025 年第 4 季 | 1,049 | $312.9 億 |
| 2025 年第 3 季 | 1,067 | $298.4 億 |
| 2025 年第 2 季 | 1,106 | $400.6 億 |
| 2025 年第 1 季 | 1,085 | $457.7 億 |
| 2024 年第 4 季 | 1,013 | $411.9 億 |
| 2024 年第 3 季 | 1,003 | $440.6 億 |
| 2024 年第 2 季 | 998 | $341.6 億 |
| 2024 年第 1 季 | 962 | $402.6 億 |
| 2023 年第 4 季 | 984 | $402.7 億 |
| 2023 年第 3 季 | 915 | $341.6 億 |
| 2023 年第 2 季 | 161 | $59.4 億 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 1 | $30.6 萬 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 4 季持有機構
每家機構持有 Kenvue Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 1,676,741 | $3,610 萬 | 0.10% | −147,093−8.1% | 減碼 |
| Citigroup Inc | 1,670,268 | $3,596 萬 | 0.05% | +438,510+35.6% | 加碼 |
| Glenmede Trust Co NA | 1,633,517 | $3,517 萬 | 0.18% | +190,936+13.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,629,578 | $3,508 萬 | 0.29% | −1,611,989−49.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,643,469 | $3,468 萬 | 0.07% | +548,318+50.1% | 加碼 |
| SEI Investments Co | 1,600,541 | $3,446 萬 | 0.06% | −113,752−6.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,598,567 | $3,442 萬 | 0.02% | +40,995+2.6% | 加碼 |
| Cooke & Bieler LP | 1,578,903 | $3,399 萬 | 0.30% | −22,012−1.4% | 減碼 |
| Assenagon Asset Management S.A. | 1,543,483 | $3,323 萬 | 0.10% | +1,543,483 | 新進 |
| Falcon Edge Capital, LP | 1,534,256 | $3,303 萬 | 15.93% | +21,522+1.4% | 加碼 |
| New York State Teachers Retirement System | 1,529,201 | $3,292 萬 | 0.07% | −31,995−2.0% | 減碼 |
| Ci Investments Inc. | 1,513,578 | $3,259 萬 | 0.17% | −561,568−27.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 1,505,443 | $3,241 萬 | 0.26% | +106,681+7.6% | 加碼 |
| Osterweis Capital Management Inc | 1,501,498 | $3,233 萬 | 2.05% | +52,872+3.6% | 加碼 |
| Credit Suisse AG | 1,492,627 | $3,214 萬 | 0.03% | +189,682+14.6% | 加碼 |
| Caas Capital Management LP | 1,485,097 | $3,197 萬 | 30.34% | −1,420,820−48.9% | 減碼 |
| VGI Partners Ltd | 1,477,414 | $3,181 萬 | 3.38% | −1,294,000−46.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,462,119 | $3,148 萬 | 0.07% | −73,529−4.8% | 減碼 |
| Brown Advisory Inc | 1,451,794 | $3,126 萬 | 0.04% | +153,590+11.8% | 加碼 |
| Blair William & Co | 1,414,552 | $3,046 萬 | 0.10% | +22,809+1.6% | 加碼 |
| Rudius Management LP | 1,367,894 | $2,945 萬 | 8.39% | +414,155+43.4% | 加碼 |
| CBOE Vest Financial, LLC | 1,341,270 | $2,888 萬 | 1.08% | +1,271,185+1,813.8% | 加碼 |
| Swedbank AB | 1,304,570 | $2,809 萬 | 0.05% | +434,899+50.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,245,837 | $2,682 萬 | 0.37% | −43,300−3.4% | 減碼 |
| Nomura Holdings Inc | 1,236,888 | $2,663 萬 | 0.24% | +472,711+61.9% | 加碼 |
| Prudential Financial Inc | 1,251,795 | $2,661 萬 | 0.04% | −238,092−16.0% | 減碼 |
| TD Asset Management Inc | 1,223,215 | $2,634 萬 | 0.03% | −342,744−21.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,220,000 | $2,627 萬 | 0.47% | −10,000−0.8% | 減碼 |
| Sofinnova Investments, Inc. | 1,206,939 | $2,599 萬 | 1.46% | −595,145−33.0% | 減碼 |
| Kempen Capital Management N.V. | 1,204,737 | $2,594 萬 | 0.36% | +495,384+69.8% | 加碼 |
| Wealth High Governance Capital Ltda | 1,200,000 | $2,584 萬 | 11.12% | +300,000+33.3% | 加碼 |
| Maple Rock Capital Partners Inc. | 1,185,000 | $2,551 萬 | 2.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 1,178,209 | $2,537 萬 | 0.08% | +132,101+12.6% | 加碼 |
| RMB Capital Management, LLC | 1,177,901 | $2,536 萬 | 0.77% | +81,443+7.4% | 加碼 |
| RNC Capital Management LLC | 1,172,166 | $2,524 萬 | 1.51% | −101,504−8.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,121,866 | $2,415 萬 | 0.06% | −234,534−17.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,107,524 | $2,384 萬 | 0.04% | −7,273−0.7% | 減碼 |
| Clark Estates Inc | 1,100,000 | $2,368 萬 | 4.01% | +100,000+10.0% | 加碼 |
| Toronto Dominion Bank | 1,098,692 | $2,365 萬 | 0.03% | +294,946+36.7% | 加碼 |
| Clearline Capital LP | 1,090,654 | $2,348 萬 | 2.62% | −569,233−34.3% | 減碼 |
| Samlyn Capital, LLC | 1,050,445 | $2,262 萬 | 0.49% | −780,176−42.6% | 減碼 |
| State of Wisconsin Investment Board | 1,041,596 | $2,243 萬 | 0.06% | +92,087+9.7% | 加碼 |
| CORDA Investment Management, LLC. | 1,030,186 | $2,218 萬 | 1.86% | +8,662+0.8% | 加碼 |
| State of Tennessee, Treasury Department | 968,727 | $2,086 萬 | 0.08% | −36,100−3.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 966,624 | $2,081 萬 | 0.07% | +93,478+10.7% | 加碼 |
| Crestwood Advisors Group LLC | 963,089 | $2,074 萬 | 0.48% | +37,886+4.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 962,758 | $2,073 萬 | 0.07% | −5,974−0.6% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 937,090 | $2,018 萬 | 2.68% | +87,099+10.2% | 加碼 |
| Point72 Asset Management, L.P. | 918,900 | $1,978 萬 | 0.06% | −7,643,000−89.3% | 減碼 |
| GCM Grosvenor Holdings, LLC | 908,975 | $1,957 萬 | 3.46% | +243,975+36.7% | 加碼 |
| Renaissance Capital LLC | 908,948 | $1,957 萬 | 9.62% | +30,119+3.4% | 加碼 |
| Hudson Bay Capital Management LP | 907,412 | $1,954 萬 | 0.17% | −1,491,843−62.2% | 減碼 |
| InterOcean Capital Group, LLC | 892,398 | $1,921 萬 | 0.52% | +231,534+35.0% | 加碼 |
| Public Employees Retirement System of Ohio | 888,855 | $1,914 萬 | 0.08% | −7,682−0.9% | 減碼 |
| KBC Group NV | 884,791 | $1,905 萬 | 0.07% | +479,046+118.1% | 加碼 |
| Quadrature Capital Ltd | 881,110 | $1,897 萬 | 0.34% | −1,915,252−68.5% | 減碼 |
| Soapstone Management L.P. | 850,000 | $1,830 萬 | 10.01% | +255,000+42.9% | 加碼 |
| Maplelane Capital, LLC | 848,000 | $1,826 萬 | 2.11% | −422,000−33.2% | 減碼 |
| Truist Financial Corp | 833,310 | $1,794 萬 | 0.03% | +297,178+55.4% | 加碼 |
| Segantii Capital Management Ltd | 822,500 | $1,771 萬 | 1.04% | +397,500+93.5% | 加碼 |
| Macquarie Group Ltd | 811,213 | $1,747 萬 | 0.02% | +128,381+18.8% | 加碼 |
| Clarkston Capital Partners, LLC | 785,437 | $1,691 萬 | 0.31% | +785,437 | 新進 |
| Pictet Asset Management Holding SA | 778,560 | $1,676 萬 | 0.02% | −39,784−4.9% | 減碼 |
| Treasurer of the State of North Carolina | 770,034 | $1,658 萬 | 0.08% | +7,520+1.0% | 加碼 |
| Group One Trading, L.P. | 745,975 | $1,606 萬 | 0.50% | +109,646+17.2% | 加碼 |
| Stifel Financial Corp | 745,064 | $1,604 萬 | 0.02% | +280,591+60.4% | 加碼 |
| Holocene Advisors, LP | 744,117 | $1,602 萬 | 0.06% | −13,293,245−94.7% | 減碼 |
| Gradient Investments LLC | 743,399 | $1,601 萬 | 0.39% | +109,478+17.3% | 加碼 |
| Norris Perne & French LLP | 740,008 | $1,593 萬 | 1.23% | −7,615−1.0% | 減碼 |
| Korea Investment CORP | 735,371 | $1,583 萬 | 0.04% | −94,547−11.4% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 727,824 | $1,567 萬 | 1.03% | +59,265+8.9% | 加碼 |
| Gunn & Co Investment Management, Inc. | 727,824 | $1,567 萬 | 1.03% | +675,728+1,297.1% | 加碼 |
| Advisors Capital Management, LLC | 726,989 | $1,565 萬 | 0.32% | +7,479+1.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 717,414 | $1,545 萬 | 0.06% | +156,678+27.9% | 加碼 |
| Asset Management One Co.,Ltd. | 704,351 | $1,512 萬 | 0.06% | +108,354+18.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 692,104 | $1,490 萬 | 0.18% | +692,104 | 新進 |
| National Bank of Canada | 684,979 | $1,476 萬 | 0.03% | +142,773+26.3% | 加碼 |
| Bridgewater Associates, LP | 680,923 | $1,466 萬 | 0.08% | +680,923 | 新進 |
| M&G Investment Management Ltd | 666,373 | $1,466 萬 | 0.09% | +666,373 | 新進 |
| HAP Trading, LLC | 672,413 | $1,448 萬 | 4.25% | +329,846+96.3% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 669,998 | $1,443 萬 | 0.78% | −71,626−9.7% | 減碼 |
| Rbo & Co LLC | 669,042 | $1,440 萬 | 2.47% | +368,468+122.6% | 加碼 |
| Brown Brothers Harriman & Co | 662,272 | $1,426 萬 | 0.12% | −4,159−0.6% | 減碼 |
| Anchor Capital Advisors LLC | 647,078 | $1,393 萬 | 0.37% | −20,223−3.0% | 減碼 |
| Comerica Bank | 643,866 | $1,386 萬 | 0.06% | +118,278+22.5% | 加碼 |
| BW Gestao de Investimentos Ltda. | 625,000 | $1,346 萬 | 1.53% | −475,000−43.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 604,176 | $1,301 萬 | 0.02% | +21,514+3.7% | 加碼 |
| Squarepoint Ops LLC | 596,701 | $1,285 萬 | 0.05% | −102,105−14.6% | 減碼 |
| Readystate Asset Management LP | 580,850 | $1,251 萬 | 0.75% | +580,850 | 新進 |
| TCW Group Inc | 560,386 | $1,207 萬 | 0.13% | +242,923+76.5% | 加碼 |
| Thomasville National Bank | 559,816 | $1,205 萬 | 1.07% | +559,816 | 新進 |
| Greenlight Capital Inc | 554,490 | $1,194 萬 | 0.58% | +554,490 | 新進 |
| Lazard Asset Management LLC | 543,650 | $1,170 萬 | 0.01% | −6,994,519−92.8% | 減碼 |
| Zuckerman Investment Group, LLC | 537,632 | $1,158 萬 | 1.49% | +207,044+62.6% | 加碼 |
| Baird Financial Group, Inc. | 533,596 | $1,149 萬 | 0.03% | +224,316+72.5% | 加碼 |
| NS Partners Ltd | 530,002 | $1,141 萬 | 0.55% | +238,096+81.6% | 加碼 |
| Saturna Capital CORP | 527,078 | $1,135 萬 | 0.18% | +1,741+0.3% | 加碼 |
| Victory Capital Management Inc | 526,301 | $1,133 萬 | 0.01% | +3,014+0.6% | 加碼 |
| First Trust Advisors LP | 522,213 | $1,124 萬 | 0.01% | −158,741−23.3% | 減碼 |
| Isthmus Partners, LLC | 522,169 | $1,124 萬 | 1.46% | +18,432+3.7% | 加碼 |