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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 56,549 | $118.4 萬 | 0.01% | +2,581+4.8% | 加碼 |
| Quilter Plc | 56,907 | $119.1 萬 | 0.02% | +1,409+2.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 57,039 | $119.4 萬 | 0.02% | +218+0.4% | 加碼 |
| First National Trust Co | 57,576 | $120.5 萬 | 0.05% | −1,409−2.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 58,032 | $121.5 萬 | 0.04% | −5,135−8.1% | 減碼 |
| SAM Advisors, LLC | 58,192 | $121.8 萬 | 0.42% | +1,724+3.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 58,197 | $121.8 萬 | 0.03% | −94−0.2% | 減碼 |
| Fox Run Management, L.L.C. | 58,836 | $123.1 萬 | 0.21% | +58,836 | 新進 |
| Wesleyan Assurance Society | 58,965 | $123.3 萬 | 0.08% | 00.0% | 不變 |
| Rossmore Private Capital | 59,240 | $124.0 萬 | 0.14% | −744−1.2% | 減碼 |
| Ceera Investments, LLC | 59,442 | $124.4 萬 | 0.38% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 59,659 | $124.9 萬 | 0.34% | −8,958−13.1% | 減碼 |
| Rothschild Investment LLC | 59,832 | $125.2 萬 | 0.08% | −233,469−79.6% | 減碼 |
| Stance Capital LLC | 59,970 | $125.5 萬 | 0.47% | +59,970 | 新進 |
| Banque Cantonale Vaudoise | 60,774 | $127.2 萬 | 0.05% | −25,507−29.6% | 減碼 |
| Saudi Central Bank | 60,789 | $127.2 萬 | 0.05% | +60,035+7,962.2% | 加碼 |
| Aigen Investment Management, LP | 61,591 | $128.9 萬 | 0.18% | +61,591 | 新進 |
| Foyston, Gordon, & Payne Inc | 62,581 | $131.0 萬 | 0.30% | −300.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 62,804 | $131.4 萬 | 0.05% | +4,482+7.7% | 加碼 |
| Clearline Capital LP | 63,000 | $131.9 萬 | 0.12% | +63,000 | 新進 |
| Colonial Trust Co | 63,101 | $132.1 萬 | 0.19% | +5,925+10.4% | 加碼 |
| Byrne Asset Management LLC | 63,806 | $133.5 萬 | 0.90% | +339+0.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 63,967 | $133.9 萬 | 0.04% | 00.0% | 不變 |
| Marshall Wace, LLP | 64,520 | $135.0 萬 | 0.00% | −1,301,876−95.3% | 減碼 |
| Fiduciary Group LLC | 64,890 | $135.8 萬 | 0.13% | −7,605−10.5% | 減碼 |
| Exchange Traded Concepts, LLC | 65,030 | $136.1 萬 | 0.02% | +4,900+8.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 65,950 | $138.0 萬 | 0.02% | +17,016+34.8% | 加碼 |
| Mirabella Financial Services LLP | 66,615 | $138.5 萬 | 0.15% | −84,298−55.9% | 減碼 |
| Merit Financial Group, LLC | 67,052 | $140.3 萬 | 0.02% | +29,571+78.9% | 加碼 |
| Berkeley Capital Partners, LLC | 67,778 | $141.9 萬 | 0.36% | −5,417−7.4% | 減碼 |
| Caption Management, LLC | 70,000 | $146.5 萬 | 0.13% | +70,000 | 新進 |
| Dynasty Wealth Management, LLC | 70,315 | $147.2 萬 | 0.03% | +7,614+12.1% | 加碼 |
| Farmers & Merchants Investments Inc | 70,435 | $147.4 萬 | 0.04% | −3,475−4.7% | 減碼 |
| Fulton Bank, N.A. | 70,816 | $148.2 萬 | 0.05% | −8,072−10.2% | 減碼 |
| Anderson Hoagland & Co | 71,649 | $150.0 萬 | 0.14% | −6,845−8.7% | 減碼 |
| Community Bank, N.A. | 72,181 | $151.1 萬 | 0.20% | −1,372−1.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 72,441 | $151.6 萬 | 0.06% | −87,274−54.6% | 減碼 |
| Mercer Global Advisors Inc | 73,031 | $152.9 萬 | 0.00% | −10,763−12.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 73,203 | $153.2 萬 | 0.01% | +44,173+152.2% | 加碼 |
| AMF Pensionsforsakring AB | 74,290 | $155.5 萬 | 0.01% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 75,683 | $158.4 萬 | 0.08% | +3,427+4.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 75,883 | $158.8 萬 | 0.03% | +17,748+30.5% | 加碼 |
| Lido Advisors, LLC | 76,142 | $159.4 萬 | 0.01% | +52,150+217.4% | 加碼 |
| Kornitzer Capital Management Inc | 76,975 | $161.1 萬 | 0.03% | −670−0.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 77,720 | $162.7 萬 | 0.02% | +7,345+10.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 77,816 | $162.9 萬 | 0.00% | −203−0.3% | 減碼 |
| Investment Management Corp of Ontario | 78,820 | $165.0 萬 | 0.02% | −7,300−8.5% | 減碼 |
| Hancock Whitney Corp | 79,197 | $165.8 萬 | 0.03% | +79,197 | 新進 |
| Wolff Wiese Magana LLC | 79,430 | $166.2 萬 | 1.03% | −710−0.9% | 減碼 |
| ArrowMark Colorado Holdings LLC | 79,957 | $167.3 萬 | 0.03% | +39,125+95.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 80,500 | $168.5 萬 | 0.04% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 80,655 | $168.8 萬 | 0.12% | 00.0% | 不變 |
| Flputnam Investment Management Co | 81,237 | $170.0 萬 | 0.03% | +12,462+18.1% | 加碼 |
| Allen Wealth Management, LLC | 83,569 | $174.9 萬 | 1.22% | −78−0.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 84,134 | $176.1 萬 | 0.15% | +84,134 | 新進 |
| Walleye Capital LLC | 84,325 | $176.5 萬 | 0.02% | +8,703+11.5% | 加碼 |
| Groupama Asset Managment | 84,770 | $177.0 萬 | 0.03% | +84,770 | 新進 |
| Pullen Investment Management, LLC | 85,413 | $178.8 萬 | 1.08% | −481−0.6% | 減碼 |
| Abundance Wealth Counselors | 86,395 | $180.8 萬 | 0.34% | +3,883+4.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 86,990 | $182.4 萬 | 0.00% | −146−0.2% | 減碼 |
| Beech Hill Advisors, Inc. | 87,686 | $183.5 萬 | 0.83% | −20,554−19.0% | 減碼 |
| Parthenon LLC | 88,380 | $185.0 萬 | 0.21% | −24,400−21.6% | 減碼 |
| AQR Capital Management LLC | 88,688 | $185.3 萬 | 0.00% | +26,398+42.4% | 加碼 |
| Metis Global Partners, LLC | 88,721 | $185.7 萬 | 0.05% | −6,217−6.5% | 減碼 |
| Blackhill Capital Inc | 89,200 | $186.7 萬 | 0.11% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 89,581 | $187.5 萬 | 0.06% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 91,600 | $191.7 萬 | 0.01% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 92,242 | $193.1 萬 | 0.17% | 00.0% | 不變 |
| Americana Partners, LLC | 92,248 | $193.1 萬 | 0.07% | −10,373−10.1% | 減碼 |
| Maryland State Retirement & Pension System | 92,360 | $193.3 萬 | 0.04% | +2,841+3.2% | 加碼 |
| StrongBox Wealth, LLC | 93,497 | $195.7 萬 | 0.74% | +6,918+8.0% | 加碼 |
| Taconic Capital Advisors LP | 95,000 | $198.8 萬 | 0.23% | +45,000+90.0% | 加碼 |
| Oak Thistle LLC | 96,211 | $201.4 萬 | 0.30% | +66,901+228.3% | 加碼 |
| First Bank & Trust | 96,329 | $201.6 萬 | 0.36% | +1,177+1.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 97,458 | $203.9 萬 | 0.07% | −12,983−11.8% | 減碼 |
| GWM Advisors LLC | 97,481 | $204.0 萬 | 0.01% | +66,930+219.1% | 加碼 |
| Horizon Investments, LLC | 98,629 | $204.5 萬 | 0.03% | +70,223+247.2% | 加碼 |
| Vident Advisory, LLC | 98,679 | $206.5 萬 | 0.02% | +76,984+354.8% | 加碼 |
| Bleakley Financial Group, LLC | 98,740 | $206.7 萬 | 0.05% | +26,160+36.0% | 加碼 |
| American Assets Investment Management, LLC | 100,000 | $209.3 萬 | 0.17% | 00.0% | 不變 |
| Neo Ivy Capital Management | 100,160 | $209.6 萬 | 0.67% | +100,160 | 新進 |
| Securian Asset Management, Inc | 100,378 | $210.1 萬 | 0.06% | −1,130−1.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 100,622 | $210.6 萬 | 0.00% | −2,469−2.4% | 減碼 |
| Arlington Partners LLC | 100,825 | $211.0 萬 | 0.78% | +100,825 | 新進 |
| Louisiana State Employees Retirement System | 101,300 | $212.0 萬 | 0.04% | −1,800−1.7% | 減碼 |
| FNY Investment Advisers, LLC | 101,503 | $212.4 萬 | 0.90% | +82,243+427.0% | 加碼 |
| Weiss Asset Management LP | 101,500 | $212.4 萬 | 0.03% | +101,500 | 新進 |
| Financial Avengers, Inc. | 101,722 | $212.9 萬 | 0.99% | +9,920+10.8% | 加碼 |
| GoalVest Advisory LLC | 104,023 | $217.7 萬 | 0.54% | +2,207+2.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 104,313 | $218.3 萬 | 0.01% | +12,348+13.4% | 加碼 |
| Modus Advisors, LLC | 105,269 | $220.3 萬 | 0.65% | −628−0.6% | 減碼 |
| HBK Sorce Advisory LLC | 105,281 | $220.4 萬 | 0.06% | +280.0% | 加碼 |
| Scott & Selber, Inc. | 107,566 | $225.1 萬 | 0.63% | +945+0.9% | 加碼 |
| Eisler Capital Management Ltd. | 107,624 | $225.3 萬 | 0.08% | +107,624 | 新進 |
| Steward Partners Investment Advisory, LLC | 107,733 | $225.5 萬 | 0.02% | +62,444+137.9% | 加碼 |
| CastleKnight Management LP | 108,600 | $227.3 萬 | 0.15% | +108,600 | 新進 |
| Bridgewater Associates, LP | 108,827 | $227.8 萬 | 0.01% | −14,909−12.0% | 減碼 |
| Assetmark, Inc | 108,923 | $228.0 萬 | 0.01% | +26,495+32.1% | 加碼 |
| Norinchukin Bank, The | 109,785 | $229.8 萬 | 0.03% | +12,031+12.3% | 加碼 |
| Kanawha Capital Management LLC | 110,032 | $230.3 萬 | 0.17% | −7,179−6.1% | 減碼 |