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。
2024 年第 1 季 13F 持有人
Kenvue Inc. 在 2024/3/31 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
- 962
- 較 2023 年第 4 季 −7 家
- 持有股數
- 18.8 億
- 較 2023 年第 4 季 +1,917 萬 (+1.0%)
- 總市值
- $402.6 億
- 較 2023 年第 4 季 +$2.59 億 (+0.6%)
- 新進機構
- 131
- 另有 404 家加碼
- 清倉機構
- 138
- 另有 332 家減碼
另有 15 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 3,599,098 | $7,724 萬 | 0.63% | +2,362,210+191.0% | 加碼 |
| Ameriprise Financial Inc | 3,775,195 | $8,102 萬 | 0.02% | −319,768−7.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,864,575 | $8,293 萬 | 0.06% | +20,943+0.5% | 加碼 |
| Nomura Asset Management Co Ltd | 3,991,510 | $8,566 萬 | 0.31% | −159,457−3.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,094,172 | $8,786 萬 | 0.31% | −1,167,644−22.2% | 減碼 |
| Voya Investment Management LLC | 4,371,590 | $9,381 萬 | 0.09% | −311,422−6.7% | 減碼 |
| Jane Street Group, LLC | 4,618,277 | $9,911 萬 | 0.13% | −8,224,931−64.0% | 減碼 |
| HighTower Advisors, LLC | 4,665,486 | $1.00 億 | 0.16% | +1,970,802+73.1% | 加碼 |
| Royal Bank of Canada | 4,732,127 | $1.02 億 | 0.02% | −3,034,951−39.1% | 減碼 |
| Norges Bank | 4,932,693 | $1.06 億 | 0.02% | −8,169,972−62.4% | 減碼 |
| Samlyn Capital, LLC | 5,015,261 | $1.08 億 | 1.87% | +3,964,816+377.4% | 加碼 |
| Burgundy Asset Management Ltd. | 5,109,035 | $1.10 億 | 1.13% | +785,414+18.2% | 加碼 |
| Swiss National Bank | 5,161,446 | $1.11 億 | 0.08% | −227,600−4.2% | 減碼 |
| Raymond James & Associates | 5,217,735 | $1.12 億 | 0.08% | +1,010,026+24.0% | 加碼 |
| Envestnet Asset Management Inc | 5,345,580 | $1.15 億 | 0.04% | +659,782+14.1% | 加碼 |
| Equity Investment Corp | 5,407,804 | $1.16 億 | 2.90% | +328,934+6.5% | 加碼 |
| Wells Fargo & Company | 5,438,266 | $1.17 億 | 0.03% | −8,367−0.2% | 減碼 |
| Mondrian Investment Partners LTD | 5,573,989 | $1.20 億 | 1.64% | +1,709,487+44.2% | 加碼 |
| UBS Asset Management Americas Inc | 5,579,107 | $1.20 億 | 0.04% | −2,833,316−33.7% | 減碼 |
| Goldman Sachs Group Inc | 5,665,496 | $1.22 億 | 0.03% | −940,158−14.2% | 減碼 |
| Federated Hermes, Inc. | 5,950,332 | $1.28 億 | 0.29% | +2,329,711+64.3% | 加碼 |
| Barclays PLC | 6,037,060 | $1.30 億 | 0.06% | +882,639+17.1% | 加碼 |
| Yacktman Asset Management LP | 6,265,316 | $1.34 億 | 1.21% | +855,859+15.8% | 加碼 |
| Amundi | 6,917,622 | $1.41 億 | 0.06% | −5,430,894−44.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 6,723,911 | $1.44 億 | 3.36% | 00.0% | 不變 |
| Legal & General Group Plc | 6,850,515 | $1.47 億 | 0.04% | +36,479+0.5% | 加碼 |
| Laurion Capital Management LP | 7,051,496 | $1.51 億 | 4.21% | −7,272,543−50.8% | 減碼 |
| Gates Capital Management, Inc. | 7,078,314 | $1.52 億 | 4.47% | +940,470+15.3% | 加碼 |
| ProShare Advisors LLC | 8,541,236 | $1.83 億 | 0.49% | +437,282+5.4% | 加碼 |
| Deutsche Bank AG | 8,975,289 | $1.93 億 | 0.09% | −8,965,781−50.0% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 9,204,720 | $1.98 億 | 0.12% | +49,300+0.5% | 加碼 |
| Cullen Capital Management LLC | 9,677,157 | $2.08 億 | 2.31% | +2,829,322+41.3% | 加碼 |
| Van Eck Associates Corp | 9,727,169 | $2.09 億 | 0.32% | +9,727,169 | 新進 |
| Clearbridge Investments, LLC | 9,813,597 | $2.11 億 | 0.17% | +9,752,836+16,051.1% | 加碼 |
| Southpoint Capital Advisors LP | 10,000,000 | $2.15 億 | 4.25% | +10,000,000 | 新進 |
| Capital World Investors | 10,008,914 | $2.15 億 | 0.04% | −2,555,842−20.3% | 減碼 |
| Nordea Investment Management AB | 11,648,526 | $2.49 億 | 0.29% | −310,303−2.6% | 減碼 |
| Invesco Ltd. | 13,121,194 | $2.82 億 | 0.06% | −2,769,591−17.4% | 減碼 |
| Dimensional Fund Advisors LP | 14,882,268 | $3.19 億 | 0.09% | −129,977−0.9% | 減碼 |
| Nuveen Asset Management, LLC | 15,047,722 | $3.23 億 | 0.10% | −11,555,313−43.4% | 減碼 |
| Northern Trust Corp | 16,015,284 | $3.44 億 | 0.06% | −655,288−3.9% | 減碼 |
| Morgan Stanley | 16,806,377 | $3.61 億 | 0.03% | −18,458,517−52.3% | 減碼 |
| Boston Partners | 17,121,142 | $3.66 億 | 0.44% | −1,794,131−9.5% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 17,654,856 | $3.79 億 | 0.61% | +17,654,856 | 新進 |
| Pacer Advisors, Inc. | 20,574,906 | $4.42 億 | 1.02% | +20,461,221+17,998.2% | 加碼 |
| Charles Schwab Investment Management Inc | 22,009,823 | $4.55 億 | 0.10% | +3,157,617+16.7% | 加碼 |
| American Century Companies Inc | 22,681,947 | $4.87 億 | 0.31% | +9,509,958+72.2% | 加碼 |
| Capital International Investors | 22,864,852 | $4.91 億 | 0.10% | +7,5430.0% | 加碼 |
| Franklin Resources Inc | 27,744,400 | $5.95 億 | 0.19% | +6,928,596+33.3% | 加碼 |
| Geode Capital Management, LLC | 33,701,971 | $7.21 億 | 0.07% | +1,017,410+3.1% | 加碼 |
| Bank of New York Mellon Corp | 35,897,723 | $7.70 億 | 0.15% | +3,438,207+10.6% | 加碼 |
| Bank of America Corp | 64,604,715 | $13.9 億 | 0.14% | +6,453,965+11.1% | 加碼 |
| JPMorgan Chase & Co | 68,319,998 | $14.7 億 | 0.13% | +8,075,111+13.4% | 加碼 |
| Massachusetts Financial Services Co | 72,840,920 | $15.6 億 | 0.47% | +6,175,466+9.3% | 加碼 |
| Wellington Management Group LLP | 92,567,098 | $19.9 億 | 0.35% | +16,065,142+21.0% | 加碼 |
| State Street Corp | 94,948,510 | $20.4 億 | 0.09% | −4,449,483−4.5% | 減碼 |
| BlackRock Inc. | 104,043,551 | $22.3 億 | 0.05% | −1,604,451−1.5% | 減碼 |
| FMR LLC | 120,081,023 | $25.8 億 | 0.17% | +9,148,598+8.2% | 加碼 |
| Price T Rowe Associates Inc | 134,565,333 | $28.9 億 | 0.35% | +25,238,112+23.1% | 加碼 |
| Vanguard Group Inc | 166,789,085 | $35.8 億 | 0.07% | +17,908,497+12.0% | 加碼 |
| Johnson & Johnson | 182,329,550 | $39.1 億 | 88.66% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 5,603 | – | – | +5,603 | 新進 |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −6,827,815−100.0% | 清倉 |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −4,229,950−100.0% | 清倉 |
| Ruffer LLP | 0 | $0 | 0.00% | −3,450,571−100.0% | 清倉 |
| Senator Investment Group LP | 0 | $0 | 0.00% | −1,781,389−100.0% | 清倉 |
| VGI Partners Ltd | 0 | $0 | 0.00% | −1,477,414−100.0% | 清倉 |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,462,119−100.0% | 清倉 |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −1,206,939−100.0% | 清倉 |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −1,200,000−100.0% | 清倉 |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −1,185,000−100.0% | 清倉 |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −908,975−100.0% | 清倉 |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −822,500−100.0% | 清倉 |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −727,824−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −692,104−100.0% | 清倉 |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −669,998−100.0% | 清倉 |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −625,000−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −580,850−100.0% | 清倉 |
| Unisphere Establishment | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −474,972−100.0% | 清倉 |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −455,872−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −438,937−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −426,997−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −407,023−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −400,107−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −396,438−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −350,826−100.0% | 清倉 |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −350,000−100.0% | 清倉 |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −348,925−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −304,296−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −301,790−100.0% | 清倉 |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −282,225−100.0% | 清倉 |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −240,178−100.0% | 清倉 |
| Bancreek Capital Management, LP | 0 | $0 | 0.00% | −219,937−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −212,472−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −209,000−100.0% | 清倉 |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −200,978−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −200,971−100.0% | 清倉 |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −196,975−100.0% | 清倉 |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −183,774−100.0% | 清倉 |