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。
2025 年第 1 季 13F 持有人
Kenvue Inc. 在 2025/3/31 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
- 1,085
- 較 2024 年第 4 季 +89 家
- 持有股數
- 19.1 億
- 較 2024 年第 4 季 −817.9 萬 (−0.4%)
- 總市值
- $457.7 億
- 較 2024 年第 4 季 +$48.4 億 (+11.8%)
- 新進機構
- 159
- 另有 463 家加碼
- 清倉機構
- 70
- 另有 371 家減碼
另有 17 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 229,144,387 | $54.9 億 | 0.10% | +10,600,682+4.9% | 加碼 |
| Price T Rowe Associates Inc | 212,259,423 | $50.9 億 | 0.63% | −33,626,495−13.7% | 減碼 |
| BlackRock, Inc. | 141,190,001 | $33.9 億 | 0.07% | +4,640,599+3.4% | 加碼 |
| State Street Corp | 120,267,273 | $28.8 億 | 0.12% | −134,231−0.1% | 減碼 |
| FMR LLC | 113,995,514 | $27.3 億 | 0.17% | −14,977,305−11.6% | 減碼 |
| Massachusetts Financial Services Co | 96,871,731 | $23.2 億 | 0.77% | −789,613−0.8% | 減碼 |
| Wellington Management Group LLP | 61,469,180 | $14.7 億 | 0.28% | −6,894,254−10.1% | 減碼 |
| Geode Capital Management, LLC | 48,396,934 | $11.6 億 | 0.09% | +2,328,003+5.1% | 加碼 |
| Franklin Resources Inc | 39,227,435 | $9.41 億 | 0.27% | −3,491,942−8.2% | 減碼 |
| Bank of New York Mellon Corp | 35,786,201 | $8.58 億 | 0.17% | −5,465,449−13.2% | 減碼 |
| Bank of America Corp | 27,577,571 | $6.61 億 | 0.06% | −10,952,617−28.4% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 26,881,719 | $6.45 億 | 1.08% | −4,636,560−14.7% | 減碼 |
| Charles Schwab Investment Management Inc | 25,606,238 | $6.14 億 | 0.12% | +633,461+2.5% | 加碼 |
| Boston Partners | 25,346,453 | $6.07 億 | 0.73% | +1,750,490+7.4% | 加碼 |
| JPMorgan Chase & Co | 24,912,226 | $5.97 億 | 0.05% | +2,597,920+11.6% | 加碼 |
| Norges Bank | 24,264,868 | $5.82 億 | 0.08% | −154,239−0.6% | 減碼 |
| Starboard Value LP大師Starboard Value | 22,054,000 | $5.29 億 | 9.62% | +140,000+0.6% | 加碼 |
| American Century Companies Inc | 21,828,854 | $5.23 億 | 0.32% | +2,961,716+15.7% | 加碼 |
| Northern Trust Corp | 21,384,861 | $5.13 億 | 0.08% | +436,157+2.1% | 加碼 |
| Morgan Stanley | 21,209,584 | $5.09 億 | 0.04% | +3,116,200+17.2% | 加碼 |
| Dimensional Fund Advisors LP | 19,856,812 | $4.76 億 | 0.12% | +932,633+4.9% | 加碼 |
| Citadel Advisors LLC | 19,361,307 | $4.64 億 | 0.45% | +12,512,989+182.7% | 加碼 |
| Invesco Ltd. | 16,059,706 | $3.85 億 | 0.07% | −926,566−5.5% | 減碼 |
| Goldman Sachs Group Inc | 15,146,579 | $3.63 億 | 0.07% | +487,831+3.3% | 加碼 |
| TOMS Capital Investment Management LP | 14,415,000 | $3.46 億 | 25.59% | +14,415,000 | 新進 |
| UBS Asset Management Americas Inc | 14,143,451 | $3.39 億 | 0.09% | +1,862,258+15.2% | 加碼 |
| Legal & General Group Plc | 13,933,186 | $3.34 億 | 0.09% | +770,158+5.9% | 加碼 |
| Voya Investment Management LLC | 12,131,468 | $2.91 億 | 0.32% | +6,886,784+131.3% | 加碼 |
| Van Eck Associates Corp | 10,625,718 | $2.55 億 | 0.33% | −9,443,520−47.1% | 減碼 |
| Envestnet Asset Management Inc | 10,436,854 | $2.50 億 | 0.08% | +212,798+2.1% | 加碼 |
| Independent Franchise Partners LLP | 9,379,037 | $2.25 億 | 1.60% | +5,761,288+159.3% | 加碼 |
| Cullen Capital Management LLC | 9,050,279 | $2.17 億 | 2.51% | −50,217−0.6% | 減碼 |
| Third Point LLC大師第三點資本 | 8,900,000 | $2.13 億 | 3.35% | +8,900,000 | 新進 |
| Federated Hermes, Inc. | 8,752,763 | $2.10 億 | 0.45% | +332,125+3.9% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 8,466,901 | $2.03 億 | 3.66% | +8,466,901 | 新進 |
| ProShare Advisors LLC | 8,448,796 | $2.03 億 | 0.46% | +14,938+0.2% | 加碼 |
| Yacktman Asset Management LP | 8,270,488 | $1.98 億 | 2.61% | −36,184−0.4% | 減碼 |
| Amundi | 7,950,629 | $1.88 億 | 0.07% | +444,376+5.9% | 加碼 |
| Holocene Advisors, LP | 7,817,873 | $1.87 億 | 0.55% | −2,775,925−26.2% | 減碼 |
| Nuveen, LLC | 8,041,659 | $1.87 億 | 0.06% | +8,041,659 | 新進 |
| UBS Group AG | 7,613,028 | $1.83 億 | 0.04% | −5,296,241−41.0% | 減碼 |
| M&G Plc | 6,880,654 | $1.65 億 | 0.79% | +1,168,794+20.5% | 加碼 |
| Burgundy Asset Management Ltd. | 6,555,942 | $1.57 億 | 1.63% | +533,528+8.9% | 加碼 |
| Royal Bank of Canada | 5,646,156 | $1.35 億 | 0.03% | −710,749−11.2% | 減碼 |
| Barclays PLC | 5,563,581 | $1.33 億 | 0.06% | +1,727,244+45.0% | 加碼 |
| Equity Investment Corp | 5,523,915 | $1.32 億 | 2.96% | −893,724−13.9% | 減碼 |
| Swiss National Bank | 5,407,346 | $1.30 億 | 0.09% | −3,000−0.1% | 減碼 |
| Deutsche Bank AG | 5,276,652 | $1.27 億 | 0.05% | −5,417,300−50.7% | 減碼 |
| HighTower Advisors, LLC | 5,093,901 | $1.22 億 | 0.17% | +402,709+8.6% | 加碼 |
| Keybank National Association | 4,973,410 | $1.19 億 | 0.48% | +297,683+6.4% | 加碼 |
| Ameriprise Financial Inc | 4,843,730 | $1.16 億 | 0.03% | −166,652−3.3% | 減碼 |
| Epoch Investment Partners, Inc. | 4,794,572 | $1.15 億 | 0.60% | +1,660,329+53.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,781,930 | $1.15 億 | 0.08% | +14,310+0.3% | 加碼 |
| Wells Fargo & Company | 4,576,760 | $1.10 億 | 0.03% | +196,378+4.5% | 加碼 |
| Mondrian Investment Partners LTD | 4,471,693 | $1.07 億 | 1.83% | −847,394−15.9% | 減碼 |
| Alyeska Investment Group, L.P. | 4,417,559 | $1.06 億 | 0.42% | −1,403,254−24.1% | 減碼 |
| Thrivent Financial for Lutherans | 4,285,393 | $1.03 億 | 0.23% | +226,660+5.6% | 加碼 |
| Citigroup Inc | 4,205,777 | $1.01 億 | 0.08% | +2,867,363+214.2% | 加碼 |
| Raymond James Financial Inc | 4,133,389 | $9,912 萬 | 0.04% | −500,164−10.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,063,360 | $9,744 萬 | 0.09% | +454,148+12.6% | 加碼 |
| Nomura Asset Management Co Ltd | 3,972,281 | $9,526 萬 | 0.29% | +16,798+0.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,718,431 | $8,917 萬 | 0.11% | +3,718,431 | 新進 |
| Rhumbline Advisers | 3,553,166 | $8,520 萬 | 0.08% | +215,188+6.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,456,271 | $8,288 萬 | 0.06% | +86,676+2.6% | 加碼 |
| Great West Life Assurance Co | 3,364,988 | $8,086 萬 | 0.14% | −503,486−13.0% | 減碼 |
| HSBC Holdings PLC | 3,244,785 | $7,758 萬 | 0.05% | −124,921−3.7% | 減碼 |
| California State Teachers Retirement System | 3,128,145 | $7,501 萬 | 0.09% | −20,867−0.7% | 減碼 |
| California Public Employees Retirement System | 3,118,787 | $7,479 萬 | 0.05% | +174,256+5.9% | 加碼 |
| Alliancebernstein L.P. | 2,982,269 | $7,151 萬 | 0.03% | +395,785+15.3% | 加碼 |
| Brandes Investment Partners, LP | 2,900,415 | $6,955 萬 | 0.71% | −40,297−1.4% | 減碼 |
| National Pension Service | 2,885,918 | $6,920 萬 | 0.07% | +64,762+2.3% | 加碼 |
| TD Asset Management Inc | 2,870,714 | $6,884 萬 | 0.06% | +802,945+38.8% | 加碼 |
| Nordea Investment Management AB | 2,787,112 | $6,668 萬 | 0.07% | −3,831,787−57.9% | 減碼 |
| Lazard Asset Management LLC | 2,738,968 | $6,568 萬 | 0.10% | +520,743+23.5% | 加碼 |
| CBOE Vest Financial, LLC | 2,638,279 | $6,327 萬 | 0.98% | +167,265+6.8% | 加碼 |
| Nicholas Company, Inc. | 2,623,887 | $6,292 萬 | 1.09% | 00.0% | 不變 |
| New York State Common Retirement Fund | 2,447,176 | $5,868 萬 | 0.09% | −364,567−13.0% | 減碼 |
| Empower Advisory Group, LLC | 2,413,175 | $5,787 萬 | 0.19% | +153,111+6.8% | 加碼 |
| STRS Ohio | 2,392,144 | $5,736 萬 | 0.24% | −450,494−15.8% | 減碼 |
| Bessemer Group Inc | 2,361,176 | $5,662 萬 | 0.10% | −79,922−3.3% | 減碼 |
| Principal Financial Group Inc | 2,320,654 | $5,565 萬 | 0.03% | −10,719−0.5% | 減碼 |
| SEI Investments Co | 2,288,725 | $5,488 萬 | 0.07% | +81,665+3.7% | 加碼 |
| KBC Group NV | 2,179,185 | $5,226 萬 | 0.16% | +1,645,519+308.3% | 加碼 |
| Capital Research Global Investors | 2,150,990 | $5,158 萬 | 0.01% | +9,390+0.4% | 加碼 |
| Royal London Asset Management Ltd | 2,150,552 | $5,157 萬 | 0.12% | −183,881−7.9% | 減碼 |
| Millennium Management LLC | 2,081,676 | $4,992 萬 | 0.05% | +2,050,490+6,575.0% | 加碼 |
| LPL Financial LLC | 2,072,457 | $4,970 萬 | 0.02% | +8,052+0.4% | 加碼 |
| Natixis Advisors, L.P. | 1,908,147 | $4,576 萬 | 0.08% | +65,501+3.6% | 加碼 |
| RNC Capital Management LLC | 1,885,185 | $4,521 萬 | 2.31% | −1,381−0.1% | 減碼 |
| Colony Group, LLC | 1,881,219 | $4,511 萬 | 0.11% | +316,651+20.2% | 加碼 |
| Bank of Montreal | 1,878,775 | $4,505 萬 | 0.02% | −1,031,360−35.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,862,820 | $4,467 萬 | 0.04% | −372,296−16.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,763,428 | $4,229 萬 | 0.08% | +10,380+0.6% | 加碼 |
| Saturna Capital CORP | 1,718,601 | $4,121 萬 | 0.62% | +7,577+0.4% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,649,758 | $3,956 萬 | 0.07% | +966,500+141.5% | 加碼 |
| Victory Capital Management Inc | 1,646,017 | $3,947 萬 | 0.04% | +9,079+0.6% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,548,121 | $3,712 萬 | 1.09% | −84,463−5.2% | 減碼 |
| Advisors Capital Management, LLC | 1,529,161 | $3,667 萬 | 0.57% | +597,396+64.1% | 加碼 |
| New York State Teachers Retirement System | 1,518,745 | $3,642 萬 | 0.08% | −43,676−2.8% | 減碼 |
| Janney Montgomery Scott LLC | 1,465,467 | $3,514 萬 | 0.10% | −72,739−4.7% | 減碼 |