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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 110,893 | $232.1 萬 | 0.01% | −3,371−3.0% | 減碼 |
| Graham Capital Management, L.P. | 110,961 | $232.2 萬 | 0.07% | +110,961 | 新進 |
| Hartford Investment Management Co | 115,842 | $242.5 萬 | 0.08% | −1,168−1.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 115,853 | $242.5 萬 | 0.01% | +9,713+9.2% | 加碼 |
| Valicenti Advisory Services Inc | 116,432 | $243.7 萬 | 0.57% | +3,764+3.3% | 加碼 |
| Princeton Global Asset Management LLC | 117,562 | $246.1 萬 | 0.45% | −1,269−1.1% | 減碼 |
| Fort Sheridan Advisors LLC | 117,598 | $246.1 萬 | 0.35% | −4,581−3.7% | 減碼 |
| M&T Bank Corp | 118,327 | $247.6 萬 | 0.01% | +196+0.2% | 加碼 |
| Mill Creek Capital Advisors, LLC | 119,194 | $249.5 萬 | 0.06% | −934−0.8% | 減碼 |
| Bridgefront Capital, LLC | 120,872 | $253.0 萬 | 0.67% | +120,872 | 新進 |
| Machina Capital S.A.S. | 121,431 | $254.2 萬 | 0.53% | +106,195+697.0% | 加碼 |
| Brevan Howard Capital Management LP | 121,809 | $254.9 萬 | 0.03% | +105,383+641.6% | 加碼 |
| Kentucky Retirement Systems | 122,703 | $256.8 萬 | 0.08% | −8,040−6.1% | 減碼 |
| Fieldview Capital Management, LLC | 123,105 | $257.7 萬 | 0.39% | +123,105 | 新進 |
| Investment House LLC | 123,681 | $258.9 萬 | 0.13% | +500.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 123,752 | $259.0 萬 | 0.02% | −6,877−5.3% | 減碼 |
| Scoggin Management LP | 125,000 | $261.6 萬 | 1.21% | +125,000 | 新進 |
| Providence Capital Advisors, LLC | 128,174 | $268.3 萬 | 0.49% | +5,102+4.1% | 加碼 |
| Sterling Capital Management LLC | 128,582 | $269.1 萬 | 0.04% | +21,676+20.3% | 加碼 |
| Bard Financial Services, Inc. | 132,020 | $276.3 萬 | 0.33% | +5,730+4.5% | 加碼 |
| Schroder Investment Management Group | 132,346 | $277.0 萬 | 0.00% | −20,040−13.2% | 減碼 |
| Mizuho Securities USA LLC | 132,690 | $277.7 萬 | 0.06% | +132,690 | 新進 |
| Claret Asset Management Corp | 133,537 | $279.5 萬 | 0.36% | – | – |
| Nomura Holdings Inc | 133,554 | $279.5 萬 | 0.02% | +57,954+76.7% | 加碼 |
| HF Advisory Group, LLC | 133,795 | $280.0 萬 | 1.11% | +10,907+8.9% | 加碼 |
| Virtu Financial LLC | 134,900 | $282.3 萬 | 0.14% | +134,900 | 新進 |
| Commerce Bank | 136,370 | $285.4 萬 | 0.02% | −1,089−0.8% | 減碼 |
| Rodgers Brothers Inc. | 140,145 | $293.3 萬 | 0.37% | +2,218+1.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 142,410 | $298.1 萬 | 0.08% | −36,127−20.2% | 減碼 |
| Los Angeles Capital Management LLC | 144,698 | $302.9 萬 | 0.01% | +22,248+18.2% | 加碼 |
| Quantbot Technologies LP | 144,914 | $303.3 萬 | 0.08% | +144,914 | 新進 |
| Public Sector Pension Investment Board | 145,535 | $304.6 萬 | 0.01% | −114,881−44.1% | 減碼 |
| Birch Hill Investment Advisors LLC | 145,971 | $305.5 萬 | 0.14% | +13,393+10.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 150,355 | $314.7 萬 | 0.03% | +2,346+1.6% | 加碼 |
| Janus Henderson Group PLC | 150,608 | $315.0 萬 | 0.00% | −41,363−21.5% | 減碼 |
| Generali Asset Management SPA SGR | 151,072 | $316.2 萬 | 0.07% | +84,133+125.7% | 加碼 |
| Kinloch Capital, LLC | 151,175 | $316.4 萬 | 1.47% | +3,013+2.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 151,625 | $317.2 萬 | 0.02% | −2,974−1.9% | 減碼 |
| GSB Wealth Management, LLC | 152,869 | $320.0 萬 | 0.78% | +104+0.1% | 加碼 |
| Leo Wealth, LLC | 153,392 | $321.0 萬 | 0.25% | +422+0.3% | 加碼 |
| Stonegate Investment Group, LLC | 154,980 | $324.4 萬 | 0.08% | −6,600−4.1% | 減碼 |
| GM Advisory Group, Inc. | 157,382 | $329.4 萬 | 0.16% | −3,437−2.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 158,322 | $331.4 萬 | 0.02% | +23,270+17.2% | 加碼 |
| Drystone LLC | 158,374 | $331.5 萬 | 3.04% | +3,517+2.3% | 加碼 |
| Stephens Inc | 158,519 | $331.8 萬 | 0.05% | −17,168−9.8% | 減碼 |
| NEOS Investment Management LLC | 161,921 | $338.9 萬 | 0.04% | +33,883+26.5% | 加碼 |
| Rafferty Asset Management, LLC | 162,693 | $340.5 萬 | 0.01% | +30,487+23.1% | 加碼 |
| Wealthfront Advisers LLC | 162,853 | $340.9 萬 | 0.01% | +108,620+200.3% | 加碼 |
| Toroso Investments, LLC | 164,733 | $344.8 萬 | 0.02% | +61,120+59.0% | 加碼 |
| LaFleur & Godfrey LLC | 165,450 | $346.3 萬 | 0.43% | +31,736+23.7% | 加碼 |
| Nordea Investment Management AB | 166,395 | $347.2 萬 | 0.00% | −2,620,717−94.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 165,946 | $347.3 萬 | 0.06% | +200+0.1% | 加碼 |
| Bahl & Gaynor Inc | 167,710 | $351.0 萬 | 0.02% | −12,019−6.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 168,626 | $352.9 萬 | 0.09% | +168,626 | 新進 |
| Pacer Advisors, Inc. | 168,790 | $353.3 萬 | 0.01% | +70,871+72.4% | 加碼 |
| Martin & Co Inc | 169,028 | $353.8 萬 | 0.65% | +1,333+0.8% | 加碼 |
| Winslow Asset Management Inc | 169,107 | $353.9 萬 | 0.71% | +1,949+1.2% | 加碼 |
| Cresset Asset Management, LLC | 169,174 | $354.1 萬 | 0.02% | −80,047−32.1% | 減碼 |
| DLK Investment Management, LLC | 169,737 | $355.3 萬 | 1.34% | −1,229−0.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 170,281 | $356.4 萬 | 0.03% | +129,401+316.5% | 加碼 |
| Colonial Trust Advisors | 170,579 | $357.0 萬 | 0.29% | +13,885+8.9% | 加碼 |
| Hilltop Holdings Inc. | 174,381 | $365.0 萬 | 0.23% | +3,121+1.8% | 加碼 |
| SG Americas Securities, LLC | 174,800 | $365.9 萬 | 0.02% | +25,096+16.8% | 加碼 |
| Shay Capital LLC | 175,000 | $366.3 萬 | 0.83% | +157,000+872.2% | 加碼 |
| Corbyn Investment Management Inc | 175,936 | $368.2 萬 | 1.24% | +5,929+3.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 177,525 | $371.6 萬 | 0.06% | +23,078+14.9% | 加碼 |
| Sandler Capital Management | 182,171 | $381.3 萬 | 1.32% | +182,171 | 新進 |
| Atria Investments LLC | 183,176 | $383.4 萬 | 0.05% | +35,806+24.3% | 加碼 |
| Coho Partners, Ltd. | 185,008 | $387.2 萬 | 0.29% | −21,945−10.6% | 減碼 |
| Huber Capital Management LLC | 185,100 | $387.4 萬 | 0.66% | +800+0.4% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 187,070 | $391.5 萬 | 1.02% | −1,225−0.7% | 減碼 |
| Exchange Capital Management, Inc. | 187,366 | $392.2 萬 | 0.59% | −5,486−2.8% | 減碼 |
| Moors & Cabot, Inc. | 187,605 | $392.7 萬 | 0.18% | +3,718+2.0% | 加碼 |
| Avanza Fonder AB | 187,736 | $392.9 萬 | 0.12% | +24,238+14.8% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 190,060 | $397.8 萬 | 0.50% | +60,000+46.1% | 加碼 |
| Scotia Capital Inc. | 190,734 | $399.2 萬 | 0.02% | −21,381−10.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 191,179 | $399.9 萬 | 0.13% | +4,315+2.3% | 加碼 |
| Wallington Asset Management, LLC | 191,068 | $399.9 萬 | 0.56% | −144−0.1% | 減碼 |
| Jacobs & Co | 193,032 | $404.0 萬 | 0.40% | −935−0.5% | 減碼 |
| SummitTX Capital, L.P. | 193,569 | $405.1 萬 | 0.18% | +142,042+275.7% | 加碼 |
| OP Asset Management Ltd | 199,199 | $416.9 萬 | 0.06% | −1,682−0.8% | 減碼 |
| Kestra Advisory Services, LLC | 200,297 | $419.2 萬 | 0.02% | +4,193+2.1% | 加碼 |
| Great Lakes Advisors, LLC | 203,725 | $426.4 萬 | 0.04% | +168,005+470.3% | 加碼 |
| Blair William & Co | 206,387 | $432.0 萬 | 0.01% | +31,088+17.7% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 208,642 | $436.7 萬 | 1.30% | +1,500+0.7% | 加碼 |
| King Luther Capital Management Corp | 211,610 | $442.9 萬 | 0.02% | −2,344−1.1% | 減碼 |
| Kintayl Capital LP | 212,112 | $444.0 萬 | 2.78% | +212,112 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 212,560 | $444.7 萬 | 0.01% | −2,154−1.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 212,781 | $445.4 萬 | 0.09% | +22,782+12.0% | 加碼 |
| Kennon-Green & Company, LLC | 212,644 | $445.9 萬 | 3.57% | +2,496+1.2% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 213,447 | $446.7 萬 | 0.77% | +6,257+3.0% | 加碼 |
| Avantax Advisory Services, Inc. | 213,735 | $447.3 萬 | 0.02% | +28,414+15.3% | 加碼 |
| State of Alaska, Department of Revenue | 215,835 | $451.7 萬 | 0.05% | −8,665−3.9% | 減碼 |
| Brookstone Capital Management | 217,056 | $454.3 萬 | 0.06% | +43,377+25.0% | 加碼 |
| Westpac Banking Corp | 218,283 | $456.9 萬 | 0.31% | −41,252−15.9% | 減碼 |
| South Dakota Investment Council | 219,813 | $460.1 萬 | 0.09% | −115,553−34.5% | 減碼 |
| Mutual of America Capital Management LLC | 219,849 | $460.1 萬 | 0.05% | −73,973−25.2% | 減碼 |
| Trajan Wealth LLC | 224,142 | $469.1 萬 | 0.23% | −226,054−50.2% | 減碼 |
| Nisa Investment Advisors, LLC | 225,242 | $471.4 萬 | 0.02% | −13,168−5.5% | 減碼 |
| Creative Planning | 227,170 | $475.5 萬 | 0.00% | −152,803−40.2% | 減碼 |