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 |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | 32,868 | $68.8 萬 | 0.58% | +994+3.1% | 加碼 |
| Hayek Kallen Investment Management | 32,910 | $68.9 萬 | 0.23% | +2,610+8.6% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 33,173 | $69.4 萬 | 0.23% | +19,609+144.6% | 加碼 |
| Southeast Asset Advisors Inc. | 33,265 | $69.6 萬 | 0.08% | −1,292−3.7% | 減碼 |
| Total Wealth Planning & Management, Inc. | 33,364 | $69.8 萬 | 0.61% | +33,364 | 新進 |
| Volterra Technologies LP | 33,420 | $69.9 萬 | 0.95% | +33,420 | 新進 |
| Quadrant Capital Group LLC | 33,824 | $70.8 萬 | 0.03% | +30,346+872.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 33,989 | $71.1 萬 | 0.00% | +33,989 | 新進 |
| HB Wealth Management, LLC | 34,024 | $71.2 萬 | 0.01% | +4,845+16.6% | 加碼 |
| Parallel Advisors, LLC | 34,038 | $71.2 萬 | 0.01% | +3,801+12.6% | 加碼 |
| D.A. Davidson & Co. | 34,173 | $71.5 萬 | 0.01% | −74,699−68.6% | 減碼 |
| Eventide Asset Management, LLC | 34,309 | $71.6 萬 | 0.01% | +16,654+94.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 34,303 | $71.8 萬 | 0.02% | −609−1.7% | 減碼 |
| TBH Global Asset Management, LLC | 34,476 | $72.2 萬 | 0.15% | −1,799−5.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 34,996 | $73.3 萬 | 0.01% | −363−1.0% | 減碼 |
| Spears Abacus Advisors LLC | 35,198 | $73.7 萬 | 0.01% | +570+1.6% | 加碼 |
| Coldstream Capital Management Inc | 35,314 | $73.9 萬 | 0.01% | +6,032+20.6% | 加碼 |
| Raiffeisen Bank International AG | 35,562 | $75.3 萬 | 0.01% | −3,144−8.1% | 減碼 |
| Everett Harris & Co | 35,971 | $75.3 萬 | 0.01% | −1,000−2.7% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 36,051 | $75.5 萬 | 0.47% | −16,952−32.0% | 減碼 |
| Farther Finance Advisors, LLC | 36,196 | $75.8 萬 | 0.02% | +16,164+80.7% | 加碼 |
| Freestone Grove Partners LP | 36,222 | $75.8 萬 | 0.01% | −306,904−89.4% | 減碼 |
| Independent Advisor Alliance | 36,510 | $76.4 萬 | 0.02% | −13,638−27.2% | 減碼 |
| Sigma Planning Corp | 36,696 | $76.8 萬 | 0.02% | −2,063−5.3% | 減碼 |
| KC Investment Advisors, LLC | 36,711 | $76.8 萬 | 0.26% | −34,591−48.5% | 減碼 |
| United Capital Financial Advisers, LLC | 37,003 | $77.4 萬 | 0.01% | −15,265−29.2% | 減碼 |
| Sterneck Capital Management, LLC | 37,141 | $77.7 萬 | 0.39% | +9,056+32.2% | 加碼 |
| MAI Capital Management | 37,235 | $77.9 萬 | 0.01% | +1,529+4.3% | 加碼 |
| Ardent Capital Management, Inc. | 37,429 | $78.3 萬 | 0.38% | −215−0.6% | 減碼 |
| Bryn Mawr Trust Co | 37,584 | $78.7 萬 | 0.01% | +2,760+7.9% | 加碼 |
| Tyler-Stone Wealth Management | 37,800 | $79.1 萬 | 0.13% | −7,100−15.8% | 減碼 |
| Roundview Capital LLC | 37,820 | $79.2 萬 | 0.05% | −1,952−4.9% | 減碼 |
| Vestcor Inc | 37,855 | $79.2 萬 | 0.02% | +101+0.3% | 加碼 |
| RSM US Wealth Management LLC | 38,650 | $80.9 萬 | 0.01% | +800+2.1% | 加碼 |
| Tudor Investment Corp Et Al | 38,721 | $81.0 萬 | 0.01% | +4,729+13.9% | 加碼 |
| Belpointe Asset Management LLC | 39,202 | $82.0 萬 | 0.03% | −34,459−46.8% | 減碼 |
| Independent Investors Inc | 39,219 | $82.1 萬 | 0.18% | 00.0% | 不變 |
| Highland Capital Management Fund Advisors, L.P. | 39,410 | $82.5 萬 | 0.08% | +39,410 | 新進 |
| Railway Pension Investments Ltd | 40,100 | $83.9 萬 | 0.01% | 00.0% | 不變 |
| Farmers Trust Co | 41,111 | $86.0 萬 | 0.16% | −8,798−17.6% | 減碼 |
| Headinvest, LLC | 41,502 | $86.9 萬 | 0.19% | −1,321−3.1% | 減碼 |
| Mattson Financial Services, LLC | 42,267 | $88.5 萬 | 0.24% | +52+0.1% | 加碼 |
| Verdence Capital Advisors LLC | 42,383 | $88.7 萬 | 0.06% | +286+0.7% | 加碼 |
| Stevens Capital Management LP | 42,438 | $88.8 萬 | 0.24% | +42,438 | 新進 |
| MUFG Securities Americas Inc. | 42,551 | $89.1 萬 | 0.08% | +8,614+25.4% | 加碼 |
| Paragon Capital Management LLC | 42,601 | $89.2 萬 | 0.46% | −761−1.8% | 減碼 |
| Cove Private Wealth, LLC | 42,750 | $89.5 萬 | 0.32% | +76+0.2% | 加碼 |
| Benjamin Edwards Inc | 42,967 | $89.9 萬 | 0.01% | +4,799+12.6% | 加碼 |
| Golden State Equity Partners | 43,299 | $90.6 萬 | 0.17% | +17,559+68.2% | 加碼 |
| Wolverine Trading, LLC | 43,413 | $90.6 萬 | 0.02% | −8,683−16.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 43,500 | $91.0 萬 | 0.05% | −1,300−2.9% | 減碼 |
| Salem Investment Counselors Inc | 43,763 | $91.6 萬 | 0.03% | −651−1.5% | 減碼 |
| Vontobel Holding Ltd. | 44,036 | $92.2 萬 | 0.00% | −1,708−3.7% | 減碼 |
| Security National Bank | 44,094 | $92.3 萬 | 0.16% | +2,123+5.1% | 加碼 |
| Diversify Advisory Services, LLC | 42,401 | $92.9 萬 | 0.04% | +29,418+226.6% | 加碼 |
| Raleigh Capital Management Inc. | 44,516 | $93.2 萬 | 0.39% | +817+1.9% | 加碼 |
| Plato Investment Management Ltd | 44,994 | $93.8 萬 | 0.07% | +1,829+4.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 44,862 | $93.9 萬 | 0.02% | −118−0.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 45,212 | $94.6 萬 | 0.04% | +1,675+3.8% | 加碼 |
| FIL Ltd | 45,255 | $94.7 萬 | 0.00% | +9,923+28.1% | 加碼 |
| Allianz Asset Management GmbH | 45,368 | $95.0 萬 | 0.00% | +1,980+4.6% | 加碼 |
| Everence Capital Management Inc | 45,380 | $95.0 萬 | 0.06% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 45,645 | $95.5 萬 | 0.01% | +29,813+188.3% | 加碼 |
| Tweedy, Browne Co LLC | 45,857 | $96.0 萬 | 0.09% | −1,241−2.6% | 減碼 |
| Lipe & Dalton | 45,866 | $96.0 萬 | 0.52% | −2,917−6.0% | 減碼 |
| YHB Investment Advisors, Inc. | 46,428 | $97.2 萬 | 0.08% | −1,256−2.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 46,537 | $97.4 萬 | 0.05% | −20,199−30.3% | 減碼 |
| Global Retirement Partners, LLC | 46,555 | $97.4 萬 | 0.02% | +46,555 | 新進 |
| Cobblestone Capital Advisors LLC | 47,023 | $98.4 萬 | 0.05% | +380+0.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 47,191 | $98.8 萬 | 0.01% | +25,245+115.0% | 加碼 |
| HighPoint Advisor Group LLC | 47,289 | $99.0 萬 | 0.05% | −13,864−22.7% | 減碼 |
| Flavin Financial Services, Inc. | 48,058 | $100.6 萬 | 0.98% | −1,229−2.5% | 減碼 |
| V-Square Quantitative Management LLC | 48,190 | $100.9 萬 | 0.14% | +4,932+11.4% | 加碼 |
| Concentric Capital Strategies, LP | 48,220 | $100.9 萬 | 0.06% | −107,170−69.0% | 減碼 |
| Verity & Verity, LLC | 48,457 | $101.4 萬 | 0.09% | +5,319+12.3% | 加碼 |
| Patten Group, Inc. | 48,778 | $102.1 萬 | 0.22% | +3,479+7.7% | 加碼 |
| AXA S.A. | 48,892 | $102.3 萬 | 0.00% | +8,524+21.1% | 加碼 |
| Baypointe Partners LLC | 50,000 | $104.7 萬 | 1.23% | +50,000 | 新進 |
| Mark Asset Management LP | 50,000 | $104.7 萬 | 0.13% | +50,000 | 新進 |
| Titleist Asset Management, LLC | 50,161 | $105.0 萬 | 0.10% | −559−1.1% | 減碼 |
| Motley Fool Wealth Management, LLC | 50,387 | $105.5 萬 | 0.06% | −7,231−12.5% | 減碼 |
| Transcend Wealth Collective, LLC | 50,755 | $106.2 萬 | 0.08% | −18,440−26.6% | 減碼 |
| Advisory Services Network, LLC | 49,807 | $106.8 萬 | 0.02% | +983+2.0% | 加碼 |
| Wahed Invest LLC | 51,658 | $108.1 萬 | 0.16% | +1,721+3.4% | 加碼 |
| Clearstead Advisors, LLC | 51,686 | $108.2 萬 | 0.02% | +11,620+29.0% | 加碼 |
| William Allan, LLC | 51,985 | $108.8 萬 | 0.63% | +4,124+8.6% | 加碼 |
| Wealth Alliance | 52,008 | $108.9 萬 | 0.12% | +20,230+63.7% | 加碼 |
| Principal Securities, Inc. | 52,017 | $108.9 萬 | 0.02% | +7,526+16.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 52,077 | $109.0 萬 | 0.08% | −3,610−6.5% | 減碼 |
| White Pine Capital LLC | 53,416 | $111.8 萬 | 0.35% | −1,214−2.2% | 減碼 |
| Blackhawk Capital Partners LLC. | 54,149 | $113.3 萬 | 0.52% | −412−0.8% | 減碼 |
| Harbour Investment Management LLC | 54,539 | $114.2 萬 | 0.49% | −691−1.3% | 減碼 |
| Jump Financial, LLC | 54,823 | $114.7 萬 | 0.01% | +37,170+210.6% | 加碼 |
| LS Investment Advisors, LLC | 55,115 | $115.4 萬 | 0.17% | +2,665+5.1% | 加碼 |
| Jefferies Financial Group Inc. | 55,241 | $115.6 萬 | 0.02% | −18,865−25.5% | 減碼 |
| Drive Wealth Management, LLC | 55,242 | $115.6 萬 | 0.25% | +1,475+2.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 55,369 | $115.9 萬 | 0.06% | +6,745+13.9% | 加碼 |
| Private Advisor Group, LLC | 55,403 | $116.0 萬 | 0.01% | +634+1.2% | 加碼 |
| Shell Asset Management Co | 55,509 | $116.2 萬 | 0.04% | +31,582+132.0% | 加碼 |
| Axq Capital, LP | 55,934 | $117.1 萬 | 0.38% | +45,154+418.9% | 加碼 |