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 2 季 13F 持有人
Kenvue Inc. 在 2025/6/30 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
- 1,106
- 較 2025 年第 1 季 +35 家
- 持有股數
- 19.1 億
- 較 2025 年第 1 季 +1,216 萬 (+0.6%)
- 總市值
- $400.6 億
- 較 2025 年第 1 季 −$55.4 億 (−12.1%)
- 新進機構
- 146
- 另有 457 家加碼
- 清倉機構
- 111
- 另有 404 家減碼
另有 14 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 233,246,267 | $48.8 億 | 0.08% | +4,101,880+1.8% | 加碼 |
| Price T Rowe Associates Inc | 168,041,407 | $35.2 億 | 0.40% | −44,218,016−20.8% | 減碼 |
| BlackRock, Inc. | 147,568,662 | $30.9 億 | 0.06% | +6,378,661+4.5% | 加碼 |
| State Street Corp | 115,021,218 | $24.1 億 | 0.09% | −5,246,055−4.4% | 減碼 |
| FMR LLC | 99,549,125 | $20.8 億 | 0.12% | −14,446,389−12.7% | 減碼 |
| Massachusetts Financial Services Co | 91,215,505 | $19.1 億 | 0.61% | −5,656,226−5.8% | 減碼 |
| Geode Capital Management, LLC | 49,001,887 | $10.2 億 | 0.07% | +604,953+1.2% | 加碼 |
| Wellington Management Group LLP | 46,372,095 | $9.71 億 | 0.18% | −15,097,085−24.6% | 減碼 |
| Franklin Resources Inc | 33,269,205 | $6.96 億 | 0.18% | −5,958,230−15.2% | 減碼 |
| Bank of New York Mellon Corp | 31,614,330 | $6.62 億 | 0.13% | −4,171,871−11.7% | 減碼 |
| Independent Franchise Partners LLP | 31,265,574 | $6.54 億 | 4.35% | +21,886,537+233.4% | 加碼 |
| Bank of America Corp | 30,962,258 | $6.48 億 | 0.05% | +3,384,687+12.3% | 加碼 |
| American Century Companies Inc | 30,265,020 | $6.33 億 | 0.34% | +8,436,166+38.6% | 加碼 |
| UBS Group AG | 26,026,298 | $5.45 億 | 0.11% | +18,413,270+241.9% | 加碼 |
| Norges Bank | 25,676,929 | $5.37 億 | 0.07% | +1,412,061+5.8% | 加碼 |
| Charles Schwab Investment Management Inc | 24,952,735 | $5.22 億 | 0.09% | −653,503−2.6% | 減碼 |
| Starboard Value LP大師Starboard Value | 20,929,938 | $4.38 億 | 7.59% | −1,124,062−5.1% | 減碼 |
| JPMorgan Chase & Co | 20,888,316 | $4.37 億 | 0.03% | −4,023,910−16.2% | 減碼 |
| Northern Trust Corp | 20,494,432 | $4.29 億 | 0.06% | −890,429−4.2% | 減碼 |
| Dimensional Fund Advisors LP | 20,379,282 | $4.27 億 | 0.10% | +522,470+2.6% | 加碼 |
| UBS Asset Management Americas Inc | 20,198,750 | $4.23 億 | 0.09% | +6,055,299+42.8% | 加碼 |
| Morgan Stanley | 19,162,956 | $4.01 億 | 0.03% | −2,046,628−9.6% | 減碼 |
| Invesco Ltd. | 17,818,771 | $3.73 億 | 0.06% | +1,759,065+11.0% | 加碼 |
| Goldman Sachs Group Inc | 17,041,902 | $3.57 億 | 0.06% | +1,895,323+12.5% | 加碼 |
| TOMS Capital Investment Management LP | 16,163,000 | $3.38 億 | 25.07% | +1,748,000+12.1% | 加碼 |
| Nuveen, LLC | 14,807,351 | $3.10 億 | 0.09% | +6,765,692+84.1% | 加碼 |
| Amundi | 14,509,890 | $3.05 億 | 0.11% | +6,559,261+82.5% | 加碼 |
| Legal & General Group Plc | 14,453,055 | $3.03 億 | 0.08% | +519,869+3.7% | 加碼 |
| Citadel Advisors LLC | 12,704,575 | $2.66 億 | 0.23% | −6,656,732−34.4% | 減碼 |
| Boston Partners | 12,638,185 | $2.65 億 | 0.29% | −12,708,268−50.1% | 減碼 |
| Envestnet Asset Management Inc | 10,602,065 | $2.22 億 | 0.06% | +165,211+1.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 10,408,055 | $2.18 億 | 3.34% | +1,941,154+22.9% | 加碼 |
| Sachem Head Capital Management LP | 10,160,000 | $2.13 億 | 6.64% | +10,160,000 | 新進 |
| D. E. Shaw & Co., Inc. | 9,997,181 | $2.09 億 | 0.21% | +6,278,750+168.9% | 加碼 |
| Voya Investment Management LLC | 9,691,217 | $2.02 億 | 0.20% | −2,440,251−20.1% | 減碼 |
| Federated Hermes, Inc. | 9,220,268 | $1.93 億 | 0.36% | +467,505+5.3% | 加碼 |
| Van Eck Associates Corp | 9,121,147 | $1.91 億 | 0.22% | −1,504,571−14.2% | 減碼 |
| Third Point LLC大師第三點資本 | 8,525,000 | $1.78 億 | 2.34% | −375,000−4.2% | 減碼 |
| M&G Plc | 8,173,365 | $1.72 億 | 0.95% | +1,292,711+18.8% | 加碼 |
| Yacktman Asset Management LP | 8,187,172 | $1.71 億 | 2.30% | −83,316−1.0% | 減碼 |
| Barclays PLC | 8,130,324 | $1.70 億 | 0.07% | +2,566,743+46.1% | 加碼 |
| Assenagon Asset Management S.A. | 7,697,023 | $1.61 億 | 0.26% | +6,812,675+770.4% | 加碼 |
| Capital World Investors | 7,431,490 | $1.56 億 | 0.02% | +7,431,490 | 新進 |
| ProShare Advisors LLC | 7,226,649 | $1.51 億 | 0.30% | −1,222,147−14.5% | 減碼 |
| Burgundy Asset Management Ltd. | 7,148,796 | $1.50 億 | 1.46% | +592,854+9.0% | 加碼 |
| Holocene Advisors, LP | 7,071,137 | $1.48 億 | 0.36% | −746,736−9.6% | 減碼 |
| Macquarie Group Ltd | 6,905,397 | $1.45 億 | 0.18% | +5,960,984+631.2% | 加碼 |
| Alliancebernstein L.P. | 6,438,473 | $1.35 億 | 0.04% | +3,456,204+115.9% | 加碼 |
| Swiss National Bank | 5,808,046 | $1.22 億 | 0.07% | +400,700+7.4% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,652,093 | $1.18 億 | 0.19% | −21,229,626−79.0% | 減碼 |
| HighTower Advisors, LLC | 5,490,220 | $1.15 億 | 0.14% | +396,319+7.8% | 加碼 |
| Lazard Asset Management LLC | 5,340,408 | $1.12 億 | 0.15% | +2,601,440+95.0% | 加碼 |
| Deutsche Bank AG | 5,063,562 | $1.06 億 | 0.04% | −213,090−4.0% | 減碼 |
| Susquehanna International Group, LLP | 5,039,430 | $1.05 億 | 0.16% | +4,595,854+1,036.1% | 加碼 |
| Equity Investment Corp | 4,896,170 | $1.02 億 | 2.24% | −627,745−11.4% | 減碼 |
| Keybank National Association | 4,884,962 | $1.02 億 | 0.38% | −88,448−1.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,861,654 | $1.02 億 | 0.06% | +79,724+1.7% | 加碼 |
| Wells Fargo & Company | 4,610,735 | $9,650 萬 | 0.02% | +33,975+0.7% | 加碼 |
| Ameriprise Financial Inc | 4,355,691 | $9,117 萬 | 0.02% | −488,039−10.1% | 減碼 |
| Thrivent Financial for Lutherans | 4,334,820 | $9,073 萬 | 0.20% | +49,427+1.2% | 加碼 |
| Epoch Investment Partners, Inc. | 4,308,207 | $9,017 萬 | 0.47% | −486,365−10.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,303,956 | $9,008 萬 | 0.07% | +240,596+5.9% | 加碼 |
| Citigroup Inc | 4,212,660 | $8,817 萬 | 0.06% | +6,883+0.2% | 加碼 |
| Maplelane Capital, LLC | 4,183,000 | $8,755 萬 | 5.40% | +4,183,000 | 新進 |
| Raymond James Financial Inc | 4,150,778 | $8,688 萬 | 0.03% | +17,389+0.4% | 加碼 |
| Royal Bank of Canada | 4,122,311 | $8,628 萬 | 0.02% | −1,523,845−27.0% | 減碼 |
| Great West Life Assurance Co | 3,754,921 | $7,866 萬 | 0.12% | +389,933+11.6% | 加碼 |
| Rhumbline Advisers | 3,568,700 | $7,469 萬 | 0.06% | +15,534+0.4% | 加碼 |
| Bessemer Group Inc | 3,319,933 | $6,949 萬 | 0.11% | +958,757+40.6% | 加碼 |
| Alyeska Investment Group, L.P. | 3,277,050 | $6,859 萬 | 0.24% | −1,140,509−25.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,264,977 | $6,834 萬 | 0.05% | −191,294−5.5% | 減碼 |
| California Public Employees Retirement System | 3,242,423 | $6,786 萬 | 0.04% | +123,636+4.0% | 加碼 |
| California State Teachers Retirement System | 3,179,536 | $6,655 萬 | 0.07% | +51,391+1.6% | 加碼 |
| HSBC Holdings PLC | 3,036,208 | $6,347 萬 | 0.04% | −208,577−6.4% | 減碼 |
| National Pension Service | 2,777,047 | $5,812 萬 | 0.05% | −108,871−3.8% | 減碼 |
| Nomura Asset Management Co Ltd | 2,775,078 | $5,808 萬 | 0.16% | −1,197,203−30.1% | 減碼 |
| Canada Pension Plan Investment Board | 2,694,498 | $5,640 萬 | 0.05% | +1,674,072+164.1% | 加碼 |
| TD Asset Management Inc | 2,651,034 | $5,549 萬 | 0.05% | −219,680−7.7% | 減碼 |
| Nicholas Company, Inc. | 2,623,637 | $5,491 萬 | 0.92% | −2500.0% | 減碼 |
| Victory Capital Management Inc | 2,616,244 | $5,476 萬 | 0.04% | +970,227+58.9% | 加碼 |
| Empower Advisory Group, LLC | 2,531,016 | $5,297 萬 | 0.16% | +117,841+4.9% | 加碼 |
| Cullen Capital Management LLC | 2,484,940 | $5,201 萬 | 0.59% | −6,565,339−72.5% | 減碼 |
| Twinbeech Capital LP | 2,474,738 | $5,180 萬 | 1.17% | +2,474,738 | 新進 |
| CBOE Vest Financial, LLC | 2,328,506 | $4,874 萬 | 0.69% | −309,773−11.7% | 減碼 |
| Principal Financial Group Inc | 2,169,044 | $4,540 萬 | 0.02% | −151,610−6.5% | 減碼 |
| Candlestick Capital Management LP | 2,148,836 | $4,498 萬 | 1.49% | +2,148,836 | 新進 |
| LPL Financial LLC | 2,142,841 | $4,485 萬 | 0.01% | +70,384+3.4% | 加碼 |
| Royal London Asset Management Ltd | 2,106,550 | $4,409 萬 | 0.10% | −44,002−2.0% | 減碼 |
| Forest Avenue Capital Management LP | 2,099,500 | $4,394 萬 | 3.43% | +2,099,500 | 新進 |
| Colony Group, LLC | 2,086,199 | $4,366 萬 | 0.09% | +204,980+10.9% | 加碼 |
| New York State Common Retirement Fund | 2,044,689 | $4,280 萬 | 0.06% | −402,487−16.4% | 減碼 |
| Natixis Advisors, L.P. | 2,004,905 | $4,196 萬 | 0.07% | +96,758+5.1% | 加碼 |
| UniSuper Management Pty Ltd | 1,938,857 | $4,058 萬 | 0.27% | +691,739+55.5% | 加碼 |
| Scopus Asset Management, L.P. | 1,929,941 | $4,039 萬 | 1.08% | +1,929,941 | 新進 |
| Manufacturers Life Insurance Company, The | 1,873,705 | $3,922 萬 | 0.04% | +10,885+0.6% | 加碼 |
| RNC Capital Management LLC | 1,864,647 | $3,903 萬 | 1.89% | −20,538−1.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,805,547 | $3,779 萬 | 0.07% | +42,119+2.4% | 加碼 |
| Brandes Investment Partners, LP | 1,798,333 | $3,764 萬 | 0.34% | −1,102,082−38.0% | 減碼 |
| Saturna Capital CORP | 1,731,373 | $3,624 萬 | 0.49% | +12,772+0.7% | 加碼 |
| Neuberger Berman Group LLC | 1,689,155 | $3,535 萬 | 0.03% | +752,891+80.4% | 加碼 |