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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 228,202 | $477.6 萬 | 0.26% | −3,031−1.3% | 減碼 |
| TrueMark Investments, LLC | 229,648 | $480.7 萬 | 1.04% | +18,623+8.8% | 加碼 |
| Intech Investment Management LLC | 229,932 | $481.2 萬 | 0.05% | +87,885+61.9% | 加碼 |
| JustInvest LLC | 230,999 | $484.7 萬 | 0.05% | +9,660+4.4% | 加碼 |
| 13D Management LLC | 235,309 | $492.5 萬 | 4.49% | +48,569+26.0% | 加碼 |
| Boothbay Fund Management, LLC | 236,554 | $495.1 萬 | 0.16% | +178,941+310.6% | 加碼 |
| Ethic Inc. | 237,758 | $496.4 萬 | 0.09% | +17,189+7.8% | 加碼 |
| Nissay Asset Management Corp | 238,270 | $498.7 萬 | 0.03% | +5,829+2.5% | 加碼 |
| Fifth Third Bancorp | 238,928 | $500.1 萬 | 0.02% | +2,053+0.9% | 加碼 |
| Mayar Capital Ltd. | 239,816 | $501.9 萬 | 9.22% | −33,000−12.1% | 減碼 |
| Snowden Capital Advisors LLC | 240,607 | $503.6 萬 | 0.15% | −3,282−1.3% | 減碼 |
| CIBC World Markets Corp | 241,546 | $505.6 萬 | 0.03% | −425,449−63.8% | 減碼 |
| Caisse des Depots Et Consignations | 242,085 | $506.7 萬 | 0.21% | +8,900+3.8% | 加碼 |
| Richard Bernstein Advisors LLC | 243,471 | $509.6 萬 | 0.13% | +243,471 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 244,494 | $511.7 萬 | 0.05% | +23,191+10.5% | 加碼 |
| Country Club Bank | 247,126 | $516.0 萬 | 0.32% | −839−0.3% | 減碼 |
| Slocum, Gordon & Co LLP | 250,440 | $524.2 萬 | 4.22% | −7,373−2.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 250,803 | $524.9 萬 | 0.02% | +248,883+12,962.7% | 加碼 |
| Congress Wealth Management LLC | 252,980 | $529.5 萬 | 0.05% | +110,040+77.0% | 加碼 |
| Guggenheim Capital LLC | 255,061 | $533.8 萬 | 0.04% | +63,736+33.3% | 加碼 |
| Bradley Foster & Sargent Inc | 258,664 | $541.4 萬 | 0.08% | −2,238−0.9% | 減碼 |
| Park Avenue Securities LLC | 258,797 | $541.7 萬 | 0.05% | −6,194−2.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 258,849 | $541.8 萬 | 0.02% | −1,689−0.6% | 減碼 |
| Captrust Financial Advisors | 262,107 | $548.6 萬 | 0.01% | −6,210−2.3% | 減碼 |
| Picton Mahoney Asset Management | 262,294 | $548.8 萬 | 0.08% | +262,294 | 新進 |
| Mackenzie Financial Corp | 267,392 | $559.7 萬 | 0.01% | +41,554+18.4% | 加碼 |
| Empowered Funds, LLC | 268,935 | $562.9 萬 | 0.06% | +43,998+19.6% | 加碼 |
| TD Private Client Wealth LLC | 271,202 | $567.6 萬 | 0.14% | −43,178−13.7% | 減碼 |
| Alpine Woods Capital Investors, LLC | 271,822 | $568.9 萬 | 1.35% | +9,697+3.7% | 加碼 |
| Alley Investment Management Company, LLC | 272,358 | $570.0 萬 | 0.69% | +8,789+3.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 274,375 | $573.9 萬 | 0.05% | +102,683+59.8% | 加碼 |
| Xponance, Inc. | 276,074 | $577.8 萬 | 0.05% | +8,922+3.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 279,682 | $585.4 萬 | 0.26% | +18,604+7.1% | 加碼 |
| Quantinno Capital Management LP | 281,356 | $588.9 萬 | 0.03% | +46,292+19.7% | 加碼 |
| Brown Brothers Harriman & Co | 282,827 | $592.0 萬 | 0.04% | −2,090−0.7% | 減碼 |
| Brinker Capital Investments, LLC | 283,590 | $593.6 萬 | 0.05% | +66,112+30.4% | 加碼 |
| Alpha Omega Wealth Management LLC | 285,761 | $598.1 萬 | 1.07% | −2,789−1.0% | 減碼 |
| Point72 Europe (London) LLP | 287,600 | $601.9 萬 | 0.31% | +287,600 | 新進 |
| New York Life Investment Management LLC | 288,156 | $603.1 萬 | 0.06% | +3,783+1.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 288,730 | $604.3 萬 | 0.06% | +10,572+3.8% | 加碼 |
| Group One Trading, L.P. | 288,777 | $604.4 萬 | 0.20% | +115,243+66.4% | 加碼 |
| Wills Financial Group LLC | 291,469 | $610.0 萬 | 2.65% | +2,248+0.8% | 加碼 |
| Mariner, LLC | 292,288 | $611.7 萬 | 0.01% | −7,028−2.3% | 減碼 |
| Oppenheimer & Co Inc | 295,534 | $618.6 萬 | 0.08% | +123,279+71.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 295,935 | $619.4 萬 | 0.06% | −85,897−22.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 301,231 | $630.5 萬 | 0.02% | +1,895+0.6% | 加碼 |
| British Columbia Investment Management Corp | 301,904 | $631.9 萬 | 0.04% | −64,793−17.7% | 減碼 |
| Woodline Partners LP | 304,205 | $636.7 萬 | 0.03% | −469,661−60.7% | 減碼 |
| Azzad Asset Management Inc | 304,313 | $636.9 萬 | 0.68% | +10,323+3.5% | 加碼 |
| Daiwa Securities Group Inc. | 310,831 | $650.6 萬 | 0.02% | +18,258+6.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 311,880 | $652.8 萬 | 0.00% | +311,880 | 新進 |
| Swiss Life Asset Management Ltd | 311,881 | $652.8 萬 | 0.04% | −7,595−2.4% | 減碼 |
| ASR Vermogensbeheer N.V. | 313,920 | $657.0 萬 | 0.09% | −1,445−0.5% | 減碼 |
| Columbus Macro, LLC | 314,206 | $657.6 萬 | 0.81% | +29,137+10.2% | 加碼 |
| Commonwealth Equity Services, LLC | 314,436 | $658.1 萬 | 0.01% | −11,396−3.5% | 減碼 |
| Utah Retirement Systems | 314,599 | $658.5 萬 | 0.07% | −2,778−0.9% | 減碼 |
| Advisor Group Holdings, Inc. | 319,699 | $673.2 萬 | 0.01% | +32,953+11.5% | 加碼 |
| US Bancorp | 322,735 | $675.5 萬 | 0.01% | −36,862−10.3% | 減碼 |
| CIBC World Markets Inc. | 322,978 | $676.0 萬 | 0.01% | −396,508−55.1% | 減碼 |
| La Banque Postale Asset Management SA | 326,107 | $682.5 萬 | 0.10% | +326,107 | 新進 |
| Cardinal Point Capital Management, ULC | 341,930 | $715.7 萬 | 0.57% | +1,995+0.6% | 加碼 |
| Ensign Peak Advisors, Inc | 354,257 | $741.5 萬 | 0.01% | −25,959−6.8% | 減碼 |
| USS Investment Management Ltd | 355,586 | $743.7 萬 | 0.05% | +11,740+3.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 356,479 | $746.1 萬 | 0.03% | −6,725−1.9% | 減碼 |
| Saybrook Capital | 360,049 | $753.6 萬 | 2.13% | +7,669+2.2% | 加碼 |
| Simplex Trading, LLC | 366,113 | $766.2 萬 | 0.21% | +189,525+107.3% | 加碼 |
| Alerus Financial NA | 372,741 | $780.1 萬 | 0.56% | +71,971+23.9% | 加碼 |
| IFM Investors Pty Ltd | 373,326 | $781.4 萬 | 0.07% | +13,910+3.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 374,907 | $784.7 萬 | 0.10% | +27,118+7.8% | 加碼 |
| XTX Topco Ltd | 375,948 | $786.9 萬 | 0.33% | +375,948 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 376,630 | $788.3 萬 | 0.03% | +5,481+1.5% | 加碼 |
| Amalgamated Bank | 387,762 | $811.6 萬 | 0.06% | +6,720+1.8% | 加碼 |
| DnB Asset Management AS | 388,475 | $813.1 萬 | 0.03% | +6,311+1.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 388,966 | $814.1 萬 | 0.06% | +3,400+0.9% | 加碼 |
| Davenport & Co LLC | 392,019 | $819.6 萬 | 0.05% | +11,122+2.9% | 加碼 |
| Forsta Ap-Fonden | 401,075 | $839.5 萬 | 0.06% | −2,400−0.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 410,610 | $859.4 萬 | 0.52% | +3,519+0.9% | 加碼 |
| CIBC Asset Management Inc | 411,662 | $861.6 萬 | 0.03% | −24,435−5.6% | 減碼 |
| Retirement Systems of Alabama | 411,977 | $862.3 萬 | 0.03% | −200.0% | 減碼 |
| CI Private Wealth, LLC | 413,221 | $864.9 萬 | 0.01% | +4,785+1.2% | 加碼 |
| Twin Tree Management, LP | 424,656 | $888.8 萬 | 0.22% | +424,656 | 新進 |
| Haverford Trust Co | 425,005 | $889.5 萬 | 0.08% | −9,230−2.1% | 減碼 |
| MUFG Securities EMEA plc | 428,648 | $897.2 萬 | 0.41% | +428,648 | 新進 |
| Stansberry Asset Management, LLC | 440,465 | $921.9 萬 | 1.01% | +224,071+103.5% | 加碼 |
| Viking Fund Management LLC | 445,000 | $931.4 萬 | 1.28% | +45,000+11.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 456,597 | $955.7 萬 | 0.02% | +23,132+5.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 460,607 | $964.1 萬 | 0.01% | +6,180+1.4% | 加碼 |
| Natixis | 469,025 | $981.7 萬 | 0.05% | +96,644+26.0% | 加碼 |
| Czech National Bank | 469,294 | $982.2 萬 | 0.08% | +28,930+6.6% | 加碼 |
| Guardian Capital LP | 469,900 | $983.5 萬 | 0.35% | −2,500−0.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 470,869 | $985.5 萬 | 0.05% | +32,417+7.4% | 加碼 |
| RMB Capital Management, LLC | 473,128 | $990.3 萬 | 0.19% | −1,829−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 479,414 | $1,003 萬 | 0.02% | +290,071+153.2% | 加碼 |
| Novare Capital Management LLC | 480,782 | $1,006 萬 | 0.82% | +3,963+0.8% | 加碼 |
| IMC-Chicago, LLC | 482,575 | $1,010 萬 | 0.25% | +416,093+625.9% | 加碼 |
| MetLife Investment Management | 488,871 | $1,023 萬 | 0.06% | −9,057−1.8% | 減碼 |
| NS Partners Ltd | 490,110 | $1,026 萬 | 0.42% | −13,880−2.8% | 減碼 |
| Sanctuary Advisors, LLC | 494,616 | $1,035 萬 | 0.06% | −23,462−4.5% | 減碼 |
| Jones Financial Companies LLLP | 499,892 | $1,044 萬 | 0.01% | +64,387+14.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 505,265 | $1,058 萬 | 0.04% | −71,584−12.4% | 減碼 |