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 2 季 13F 持有人
Kenvue Inc. 在 2024/6/30 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
- 998
- 較 2024 年第 1 季 +49 家
- 持有股數
- 18.8 億
- 較 2024 年第 1 季 +384.9 萬 (+0.2%)
- 總市值
- $341.6 億
- 較 2024 年第 1 季 −$60.3 億 (−15.0%)
- 新進機構
- 142
- 另有 437 家加碼
- 清倉機構
- 93
- 另有 328 家減碼
另有 13 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 1,606,523 | $2,921 萬 | 0.08% | +627,900+64.2% | 加碼 |
| DnB Asset Management AS | 1,597,085 | $2,904 萬 | 0.14% | +111,135+7.5% | 加碼 |
| Armistice Capital, LLC | 1,588,358 | $2,888 萬 | 0.76% | +145,329+10.1% | 加碼 |
| Toronto Dominion Bank | 1,558,825 | $2,834 萬 | 0.05% | +533,207+52.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 1,541,146 | $2,802 萬 | 0.21% | −50,582−3.2% | 減碼 |
| Crestwood Advisors Group LLC | 1,537,348 | $2,795 萬 | 0.58% | +198,607+14.8% | 加碼 |
| Troy Asset Management Ltd | 1,528,455 | $2,779 萬 | 0.90% | −227,974−13.0% | 減碼 |
| Clearline Capital LP | 1,524,600 | $2,772 萬 | 2.42% | +109,685+7.8% | 加碼 |
| Brown Advisory Inc | 1,524,034 | $2,771 萬 | 0.04% | −31,980−2.1% | 減碼 |
| New York State Teachers Retirement System | 1,493,206 | $2,715 萬 | 0.06% | −40,748−2.7% | 減碼 |
| Glenmede Trust Co NA | 1,468,319 | $2,669 萬 | 0.14% | −253,479−14.7% | 減碼 |
| New York State Common Retirement Fund | 1,414,540 | $2,572 萬 | 0.03% | −951,007−40.2% | 減碼 |
| Stifel Financial Corp | 1,394,831 | $2,536 萬 | 0.03% | +446,008+47.0% | 加碼 |
| Clarkston Capital Partners, LLC | 1,361,794 | $2,476 萬 | 0.47% | +564,873+70.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,357,781 | $2,468 萬 | 0.32% | +214,802+18.8% | 加碼 |
| Kempen Capital Management N.V. | 1,324,067 | $2,407 萬 | 0.27% | +93,559+7.6% | 加碼 |
| Macquarie Group Ltd | 1,315,026 | $2,391 萬 | 0.03% | +584,153+79.9% | 加碼 |
| Woodline Partners LP | 1,312,745 | $2,387 萬 | 0.23% | +1,312,745 | 新進 |
| Rudius Management LP | 1,311,894 | $2,385 萬 | 5.18% | −77,800−5.6% | 減碼 |
| Norges Bank | 1,304,677 | $2,372 萬 | 0.00% | −3,628,016−73.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,300,000 | $2,363 萬 | 0.40% | +80,000+6.6% | 加碼 |
| CORDA Investment Management, LLC. | 1,219,360 | $2,217 萬 | 1.80% | +41,400+3.5% | 加碼 |
| UniSuper Management Pty Ltd | 1,215,796 | $2,210 萬 | 0.18% | −611,538−33.5% | 減碼 |
| Prudential Financial Inc | 1,205,685 | $2,192 萬 | 0.03% | −18,713−1.5% | 減碼 |
| Colony Group, LLC | 1,185,091 | $2,155 萬 | 0.07% | +932,914+369.9% | 加碼 |
| AQR Capital Management LLC | 1,178,988 | $2,143 萬 | 0.03% | +955,283+427.0% | 加碼 |
| Nuance Investments, LLC | 1,158,564 | $2,106 萬 | 0.64% | +389,624+50.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,146,742 | $2,074 萬 | 0.04% | +90,140+8.5% | 加碼 |
| Twinbeech Capital LP | 1,106,022 | $2,011 萬 | 0.40% | +1,106,022 | 新進 |
| RMB Capital Management, LLC | 1,088,797 | $1,979 萬 | 0.47% | −73,564−6.3% | 減碼 |
| Bridgewater Associates, LP | 1,077,440 | $1,959 萬 | 0.10% | −199,251−15.6% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,046,754 | $1,903 萬 | 0.06% | +91,056+9.5% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,034,822 | $1,881 萬 | 2.72% | +86,374+9.1% | 加碼 |
| Saturna Capital CORP | 1,027,821 | $1,869 萬 | 0.25% | +158,982+18.3% | 加碼 |
| State of Tennessee, Treasury Department | 1,024,624 | $1,863 萬 | 0.07% | −3,237−0.3% | 減碼 |
| Alberta Investment Management Corp | 1,010,695 | $1,837 萬 | 0.19% | +537,500+113.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,000,621 | $1,819 萬 | 0.04% | +127,099+14.6% | 加碼 |
| Clark Estates Inc | 1,000,000 | $1,818 萬 | 3.41% | −250,000−20.0% | 減碼 |
| Natixis Advisors, L.P. | 993,280 | $1,806 萬 | 0.04% | −608,182−38.0% | 減碼 |
| AustralianSuper Pty Ltd | 986,136 | $1,793 萬 | 0.10% | +636,379+181.9% | 加碼 |
| Schroder Investment Management Group | 977,936 | $1,778 萬 | 0.02% | +855,404+698.1% | 加碼 |
| Renaissance Capital LLC | 964,523 | $1,754 萬 | 9.79% | +34,684+3.7% | 加碼 |
| Cutter Capital Management, LP | 960,400 | $1,746 萬 | 5.32% | +960,400 | 新進 |
| Zuckerman Investment Group, LLC | 937,910 | $1,705 萬 | 1.97% | +24,302+2.7% | 加碼 |
| Lazard Asset Management LLC | 903,822 | $1,643 萬 | 0.02% | +75,044+9.1% | 加碼 |
| Qube Research & Technologies Ltd | 884,835 | $1,609 萬 | 0.03% | +884,835 | 新進 |
| First Trust Advisors LP | 878,720 | $1,598 萬 | 0.02% | +245,904+38.9% | 加碼 |
| Swedbank AB | 866,976 | $1,576 萬 | 0.02% | −431,081−33.2% | 減碼 |
| Pictet Asset Management Holding SA | 862,505 | $1,568 萬 | 0.02% | +78,177+10.0% | 加碼 |
| Advisors Capital Management, LLC | 861,902 | $1,567 萬 | 0.27% | +59,125+7.4% | 加碼 |
| KLCM Advisors, Inc. | 854,681 | $1,554 萬 | 1.92% | −10,460−1.2% | 減碼 |
| Treasurer of the State of North Carolina | 833,516 | $1,515 萬 | 0.06% | +58,182+7.5% | 加碼 |
| Danske Bank A/S | 826,048 | $1,502 萬 | 0.06% | +42,000+5.4% | 加碼 |
| Victory Capital Management Inc | 799,225 | $1,453 萬 | 0.01% | +283,383+54.9% | 加碼 |
| 1832 Asset Management L.P. | 794,672 | $1,445 萬 | 0.03% | −2,100,410−72.6% | 減碼 |
| Clifford Capital Partners LLC | 788,451 | $1,433 萬 | 3.12% | +138,203+21.3% | 加碼 |
| Gradient Investments LLC | 787,723 | $1,432 萬 | 0.32% | −21,044−2.6% | 減碼 |
| Verition Fund Management LLC | 770,367 | $1,401 萬 | 0.11% | +615,636+397.9% | 加碼 |
| Gotham Asset Management, LLC | 763,373 | $1,388 萬 | 0.18% | +117,057+18.1% | 加碼 |
| Truist Financial Corp | 755,624 | $1,374 萬 | 0.02% | −18,124−2.3% | 減碼 |
| Soapstone Management L.P. | 750,000 | $1,364 萬 | 9.10% | −125,000−14.3% | 減碼 |
| ExodusPoint Capital Management, LP | 744,105 | $1,353 萬 | 0.15% | +744,105 | 新進 |
| Public Employees Retirement System of Ohio | 739,446 | $1,344 萬 | 0.05% | −86,085−10.4% | 減碼 |
| Willis Investment Counsel | 737,677 | $1,341 萬 | 0.93% | +435,515+144.1% | 加碼 |
| Asset Management One Co.,Ltd. | 733,852 | $1,334 萬 | 0.05% | +81,992+12.6% | 加碼 |
| TD Asset Management Inc | 716,950 | $1,303 萬 | 0.01% | −601,274−45.6% | 減碼 |
| Ci Investments Inc. | 706,485 | $1,284 萬 | 0.05% | −21,514−3.0% | 減碼 |
| Rbo & Co LLC | 704,490 | $1,281 萬 | 2.29% | +31,008+4.6% | 加碼 |
| Handelsbanken Fonder AB | 701,911 | $1,276 萬 | 0.06% | +701,911 | 新進 |
| State of New Jersey Common Pension Fund D | 694,607 | $1,263 萬 | 0.06% | −272,017−28.1% | 減碼 |
| Comerica Bank | 685,088 | $1,245 萬 | 0.05% | −13,957−2.0% | 減碼 |
| Ingalls & Snyder LLC | 684,517 | $1,245 萬 | 0.54% | −7,562−1.1% | 減碼 |
| Magnetar Financial LLC | 676,728 | $1,230 萬 | 0.26% | +676,728 | 新進 |
| M&G Plc | 680,442 | $1,225 萬 | 0.07% | +118,402+21.1% | 加碼 |
| Korea Investment CORP | 669,929 | $1,218 萬 | 0.03% | −85,789−11.4% | 減碼 |
| Baird Financial Group, Inc. | 664,888 | $1,209 萬 | 0.03% | +9,601+1.5% | 加碼 |
| Falcon Edge Capital, LP | 663,326 | $1,206 萬 | 4.03% | −135,743−17.0% | 減碼 |
| Man Group plc | 657,735 | $1,196 萬 | 0.03% | −687,481−51.1% | 減碼 |
| Manning & Napier Advisors LLC | 657,351 | $1,195 萬 | 0.13% | +657,351 | 新進 |
| Storebrand Asset Management AS | 654,231 | $1,189 萬 | 0.04% | +328,277+100.7% | 加碼 |
| Thomasville National Bank | 654,137 | $1,189 萬 | 0.95% | +35,447+5.7% | 加碼 |
| Maplelane Capital, LLC | 650,000 | $1,182 萬 | 0.89% | −10,000−1.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 637,337 | $1,161 萬 | 0.07% | +65,556+11.5% | 加碼 |
| Cerity Partners LLC | 608,031 | $1,105 萬 | 0.03% | −30,317−4.7% | 減碼 |
| Easterly Investment Partners LLC | 582,336 | $1,059 萬 | 0.93% | +445,501+325.6% | 加碼 |
| Yousif Capital Management, LLC | 569,084 | $1,035 萬 | 0.12% | +58,519+11.5% | 加碼 |
| Intech Investment Management LLC | 564,279 | $1,026 萬 | 0.13% | +183,451+48.2% | 加碼 |
| Blair William & Co | 563,746 | $1,025 萬 | 0.03% | −747,380−57.0% | 減碼 |
| Cresset Asset Management, LLC | 561,962 | $1,022 萬 | 0.04% | +214,611+61.8% | 加碼 |
| Arizona State Retirement System | 555,048 | $1,009 萬 | 0.07% | +60,463+12.2% | 加碼 |
| Norris Perne & French LLP | 554,009 | $1,007 萬 | 0.73% | −201,558−26.7% | 減碼 |
| South Dakota Investment Council | 547,852 | $996.0 萬 | 0.20% | +17,803+3.4% | 加碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 545,632 | $992.0 萬 | 0.11% | +545,632 | 新進 |
| Isthmus Partners, LLC | 535,540 | $973.6 萬 | 1.15% | +6,274+1.2% | 加碼 |
| Hudson Bay Capital Management LP | 535,150 | $972.9 萬 | 0.07% | −222,888−29.4% | 減碼 |
| Guardian Capital LP | 525,100 | $954.6 萬 | 0.36% | −17,973−3.3% | 減碼 |
| State of Michigan Retirement System | 524,439 | $953.4 萬 | 0.05% | +32,000+6.5% | 加碼 |
| Corebridge Financial, Inc. | 518,124 | $941.9 萬 | 0.05% | +518,124 | 新進 |
| MetLife Investment Management | 510,739 | $928.5 萬 | 0.06% | +82,653+19.3% | 加碼 |
| NS Partners Ltd | 499,835 | $908.7 萬 | 0.41% | −30,000−5.7% | 減碼 |