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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 105,253 | $252.4 萬 | 0.07% | −3,103−2.9% | 減碼 |
| Modus Advisors, LLC | 105,897 | $253.9 萬 | 0.83% | −6,198−5.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 106,140 | $254.5 萬 | 0.01% | +4,034+4.0% | 加碼 |
| Scott & Selber, Inc. | 106,621 | $255.7 萬 | 0.82% | +475+0.4% | 加碼 |
| Sterling Capital Management LLC | 106,906 | $256.4 萬 | 0.04% | −7,341−6.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 107,753 | $258.4 萬 | 0.23% | +107,753 | 新進 |
| Beech Hill Advisors, Inc. | 108,240 | $259.6 萬 | 1.03% | +1,359+1.3% | 加碼 |
| D.A. Davidson & Co. | 108,872 | $261.1 萬 | 0.02% | −48,375−30.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 110,441 | $264.8 萬 | 0.09% | −35,189−24.2% | 減碼 |
| Valicenti Advisory Services Inc | 112,668 | $270.2 萬 | 0.69% | +4,213+3.9% | 加碼 |
| Parthenon LLC | 112,780 | $270.4 萬 | 0.33% | −2,503−2.2% | 減碼 |
| Pathstone Holdings, LLC | 114,264 | $273.9 萬 | 0.01% | +10,128+9.7% | 加碼 |
| Sender Co & Partners, Inc. | 114,680 | $275.0 萬 | 2.04% | +8,378+7.9% | 加碼 |
| Hartford Investment Management Co | 117,010 | $280.6 萬 | 0.10% | −1,210−1.0% | 減碼 |
| Kanawha Capital Management LLC | 117,211 | $281.1 萬 | 0.22% | −5,444−4.4% | 減碼 |
| M&T Bank Corp | 118,131 | $283.2 萬 | 0.01% | +12,584+11.9% | 加碼 |
| Princeton Global Asset Management LLC | 118,831 | $285.0 萬 | 0.57% | −10,219−7.9% | 減碼 |
| Mill Creek Capital Advisors, LLC | 120,128 | $288.1 萬 | 0.07% | +965+0.8% | 加碼 |
| Fort Sheridan Advisors LLC | 122,179 | $293.0 萬 | 0.44% | −1,218−1.0% | 減碼 |
| Los Angeles Capital Management LLC | 122,450 | $293.6 萬 | 0.01% | −17,234−12.3% | 減碼 |
| HF Advisory Group, LLC | 122,888 | $294.7 萬 | 1.29% | +9,150+8.0% | 加碼 |
| Providence Capital Advisors, LLC | 123,072 | $295.1 萬 | 0.61% | +3,328+2.8% | 加碼 |
| Investment House LLC | 123,631 | $296.5 萬 | 0.17% | +212+0.2% | 加碼 |
| Bridgewater Associates, LP | 123,736 | $296.7 萬 | 0.01% | −105,805−46.1% | 減碼 |
| Bard Financial Services, Inc. | 126,290 | $302.8 萬 | 0.37% | +17,500+16.1% | 加碼 |
| NEOS Investment Management LLC | 128,038 | $307.0 萬 | 0.06% | +24,189+23.3% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 130,060 | $311.9 萬 | 0.41% | −293,000−69.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 130,629 | $313.2 萬 | 0.03% | −848−0.6% | 減碼 |
| Kentucky Retirement Systems | 130,743 | $313.5 萬 | 0.10% | −865−0.7% | 減碼 |
| Rafferty Asset Management, LLC | 132,206 | $317.0 萬 | 0.01% | −34,217−20.6% | 減碼 |
| Birch Hill Investment Advisors LLC | 132,578 | $317.9 萬 | 0.15% | −51,873−28.1% | 減碼 |
| LaFleur & Godfrey LLC | 133,714 | $320.6 萬 | 0.44% | +52,414+64.5% | 加碼 |
| Claret Asset Management Corp | – | $320.9 萬 | 0.46% | – | – |
| Candriam Luxembourg S.C.A. | 135,052 | $323.9 萬 | 0.02% | +22,425+19.9% | 加碼 |
| Commerce Bank | 137,459 | $329.6 萬 | 0.02% | −5,564−3.9% | 減碼 |
| Rodgers Brothers Inc. | 137,927 | $330.7 萬 | 0.44% | +190.0% | 加碼 |
| Intech Investment Management LLC | 142,047 | $340.6 萬 | 0.04% | −83,261−37.0% | 減碼 |
| Congress Wealth Management LLC | 142,940 | $342.4 萬 | 0.04% | +27,991+24.4% | 加碼 |
| Atria Investments LLC | 147,370 | $353.4 萬 | 0.05% | +20,692+16.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 148,009 | $354.9 萬 | 0.03% | +8,351+6.0% | 加碼 |
| Kinloch Capital, LLC | 148,162 | $355.3 萬 | 1.70% | +62,899+73.8% | 加碼 |
| SG Americas Securities, LLC | 149,704 | $359.0 萬 | 0.01% | −126,346−45.8% | 減碼 |
| Schroder Investment Management Group | 152,386 | $361.2 萬 | 0.00% | −7,919−4.9% | 減碼 |
| Mirabella Financial Services LLP | 150,913 | $362.6 萬 | 0.15% | +114,458+314.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 154,599 | $366.3 萬 | 0.04% | +10,544+7.3% | 加碼 |
| GSB Wealth Management, LLC | 152,765 | $366.3 萬 | 0.96% | +3,443+2.3% | 加碼 |
| Leo Wealth, LLC | 152,970 | $366.8 萬 | 0.53% | +1,176+0.8% | 加碼 |
| Mizuho Securities USA LLC | 153,514 | $368.1 萬 | 0.08% | −28,198−15.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 154,447 | $370.4 萬 | 0.06% | +11,427+8.0% | 加碼 |
| Drystone LLC | 154,857 | $371.3 萬 | 3.72% | +58,267+60.3% | 加碼 |
| Concentric Capital Strategies, LP | 155,390 | $372.6 萬 | 0.37% | +155,390 | 新進 |
| Colonial Trust Advisors | 156,694 | $375.8 萬 | 0.33% | +600.0% | 加碼 |
| Squarepoint Ops LLC | 159,386 | $382.2 萬 | 0.01% | +90,913+132.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 159,715 | $383.0 萬 | 0.12% | +159,715 | 新進 |
| GM Advisory Group, Inc. | 160,819 | $385.6 萬 | 0.21% | +10,616+7.1% | 加碼 |
| Stonegate Investment Group, LLC | 161,580 | $387.5 萬 | 0.10% | −4,578−2.8% | 減碼 |
| Avanza Fonder AB | 163,498 | $390.3 萬 | 0.13% | −24,282−12.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 165,746 | $397.5 萬 | 0.08% | +1,400+0.9% | 加碼 |
| Winslow Asset Management Inc | 167,158 | $400.8 萬 | 0.88% | +7,108+4.4% | 加碼 |
| Martin & Co Inc | 167,695 | $402.1 萬 | 0.78% | +611+0.4% | 加碼 |
| Cohen Capital Management, Inc. | 168,144 | $403.2 萬 | 0.69% | +10.0% | 加碼 |
| Corbyn Investment Management Inc | 170,007 | $407.7 萬 | 1.52% | +1,148+0.7% | 加碼 |
| DLK Investment Management, LLC | 170,966 | $410.0 萬 | 1.72% | +170,966 | 新進 |
| Ossiam | 171,042 | $410.2 萬 | 0.06% | +166,333+3,532.2% | 加碼 |
| Hilltop Holdings Inc. | 171,260 | $410.7 萬 | 0.26% | +2,622+1.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 171,692 | $412.3 萬 | 0.04% | +1,755+1.0% | 加碼 |
| Oppenheimer & Co Inc | 172,255 | $413.1 萬 | 0.06% | +8,693+5.3% | 加碼 |
| Group One Trading, L.P. | 173,534 | $416.1 萬 | 0.17% | +148,486+592.8% | 加碼 |
| Brookstone Capital Management | 173,679 | $416.5 萬 | 0.06% | +173,679 | 新進 |
| Rakuten Investment Management, Inc. | 176,448 | $418.2 萬 | 0.02% | +176,448 | 新進 |
| Blair William & Co | 175,299 | $420.4 萬 | 0.01% | −18,951−9.8% | 減碼 |
| Stephens Inc | 175,687 | $421.3 萬 | 0.06% | −3,252−1.8% | 減碼 |
| Simplex Trading, LLC | 176,588 | $423.4 萬 | 0.15% | +176,588 | 新進 |
| Susquehanna Fundamental Investments, LLC | 178,537 | $428.1 萬 | 0.07% | −61,144−25.5% | 減碼 |
| Bahl & Gaynor Inc | 179,729 | $431.0 萬 | 0.02% | −13,077−6.8% | 減碼 |
| Moors & Cabot, Inc. | 183,887 | $441.0 萬 | 0.22% | −641−0.3% | 減碼 |
| Huber Capital Management LLC | 184,300 | $442.0 萬 | 0.83% | +15,000+8.9% | 加碼 |
| Avantax Advisory Services, Inc. | 185,321 | $444.4 萬 | 0.03% | +7,603+4.3% | 加碼 |
| 13D Management LLC | 186,740 | $447.8 萬 | 3.95% | +186,740 | 新進 |
| Ameritas Investment Partners, Inc. | 186,864 | $448.1 萬 | 0.15% | +33,177+21.6% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 188,295 | $451.5 萬 | 1.32% | +2,015+1.1% | 加碼 |
| Rockefeller Capital Management L.P. | 189,343 | $454.0 萬 | 0.01% | +3,971+2.1% | 加碼 |
| Janus Henderson Group PLC | 191,971 | $454.9 萬 | 0.00% | −71,998−27.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 189,999 | $455.6 萬 | 0.10% | −8,391−4.2% | 減碼 |
| Wallington Asset Management, LLC | 191,212 | $458.5 萬 | 0.66% | +1,193+0.6% | 加碼 |
| Guggenheim Capital LLC | 191,325 | $458.8 萬 | 0.04% | −4,803−2.4% | 減碼 |
| Exchange Capital Management, Inc. | 192,852 | $462.5 萬 | 0.75% | +820.0% | 加碼 |
| Jacobs & Co | 193,967 | $465.1 萬 | 0.50% | +2,467+1.3% | 加碼 |
| Kestra Advisory Services, LLC | 196,104 | $470.3 萬 | 0.02% | −15,854−7.5% | 減碼 |
| Bank of Nova Scotia | 200,153 | $480.0 萬 | 0.01% | −55,640−21.8% | 減碼 |
| OP Asset Management Ltd | 200,881 | $481.7 萬 | 0.08% | +200,881 | 新進 |
| Coho Partners, Ltd. | 206,953 | $496.3 萬 | 0.30% | −128,091−38.2% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 207,142 | $496.7 萬 | 1.52% | +2,718+1.3% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 207,190 | $496.8 萬 | 0.94% | +6,223+3.1% | 加碼 |
| Kennon-Green & Company, LLC | 210,148 | $503.9 萬 | 4.11% | +38,613+22.5% | 加碼 |
| TrueMark Investments, LLC | 211,025 | $506.0 萬 | 1.33% | +20,430+10.7% | 加碼 |
| Scotia Capital Inc. | 212,115 | $508.7 萬 | 0.03% | +9,290+4.6% | 加碼 |
| King Luther Capital Management Corp | 213,954 | $513.1 萬 | 0.02% | +6,587+3.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 214,714 | $513.8 萬 | 0.01% | +3,429+1.6% | 加碼 |
| Stansberry Asset Management, LLC | 216,394 | $518.9 萬 | 0.62% | −12,365−5.4% | 減碼 |