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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 1,635,838 | $3,424 萬 | 0.47% | +106,677+7.0% | 加碼 |
| SEI Investments Co | 1,582,624 | $3,312 萬 | 0.04% | −706,101−30.9% | 減碼 |
| Capital Research Global Investors | 1,569,281 | $3,285 萬 | 0.01% | −581,709−27.0% | 減碼 |
| New York State Teachers Retirement System | 1,519,174 | $3,180 萬 | 0.07% | +4290.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,518,958 | $3,179 萬 | 0.05% | −130,800−7.9% | 減碼 |
| National Bank of Canada | 1,444,576 | $3,023 萬 | 0.03% | +632,457+77.9% | 加碼 |
| Crestwood Advisors Group LLC | 1,434,344 | $3,002 萬 | 0.54% | −25,287−1.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,432,579 | $2,998 萬 | 0.85% | −115,542−7.5% | 減碼 |
| Aviva PLC | 1,432,477 | $2,998 萬 | 0.06% | +91,744+6.8% | 加碼 |
| Janney Montgomery Scott LLC | 1,352,353 | $2,831 萬 | 0.07% | −113,114−7.7% | 減碼 |
| Clarkston Capital Partners, LLC | 1,337,353 | $2,799 萬 | 0.59% | −33,050−2.4% | 減碼 |
| Ossiam | 1,332,897 | $2,790 萬 | 0.31% | +1,161,855+679.3% | 加碼 |
| Storebrand Asset Management AS | 1,331,686 | $2,787 萬 | 0.08% | +111,319+9.1% | 加碼 |
| Brown Advisory Inc | 1,283,006 | $2,685 萬 | 0.04% | −114,055−8.2% | 減碼 |
| Petrus Trust Company, LTA | 1,251,000 | $2,618 萬 | 2.72% | +1,251,000 | 新進 |
| CORDA Investment Management, LLC. | 1,250,494 | $2,617 萬 | 1.93% | +8,465+0.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,226,543 | $2,567 萬 | 0.29% | −114,511−8.5% | 減碼 |
| MML Investors Services, LLC | 1,205,001 | $2,522 萬 | 0.07% | +59,349+5.2% | 加碼 |
| Bank of Montreal | 1,193,124 | $2,497 萬 | 0.01% | −685,651−36.5% | 減碼 |
| Walleye Trading LLC | 1,188,979 | $2,489 萬 | 0.61% | +1,188,979 | 新進 |
| Davidson Kempner Capital Management LP | 1,187,447 | $2,485 萬 | 0.38% | +1,187,447 | 新進 |
| STRS Ohio | 1,176,074 | $2,462 萬 | 0.09% | −1,216,070−50.8% | 減碼 |
| KBC Group NV | 1,170,598 | $2,450 萬 | 0.07% | −1,008,587−46.3% | 減碼 |
| Verition Fund Management LLC | 1,159,363 | $2,427 萬 | 0.14% | +401,015+52.9% | 加碼 |
| Pictet Asset Management Holding SA | 1,145,313 | $2,397 萬 | 0.02% | +3,819+0.3% | 加碼 |
| Prudential Financial Inc | 1,141,438 | $2,389 萬 | 0.03% | +109,762+10.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,129,317 | $2,364 萬 | 0.04% | −76,192−6.3% | 減碼 |
| Capitolis Liquid Global Markets LLC | 1,100,000 | $2,302 萬 | 0.17% | +855,180+349.3% | 加碼 |
| Dendur Capital LP | 1,095,000 | $2,292 萬 | 2.17% | +1,095,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,093,969 | $2,290 萬 | 0.02% | +1,093,969 | 新進 |
| Russell Investments Group, Ltd. | 1,092,024 | $2,285 萬 | 0.03% | −351,674−24.4% | 減碼 |
| Ancora Advisors, LLC | 1,086,165 | $2,273 萬 | 0.47% | +279,823+34.7% | 加碼 |
| KLP Kapitalforvaltning AS | 1,072,646 | $2,245 萬 | 0.10% | +188,100+21.3% | 加碼 |
| State of Wisconsin Investment Board | 1,068,867 | $2,237 萬 | 0.05% | −204,824−16.1% | 減碼 |
| Korea Investment CORP | 1,054,166 | $2,206 萬 | 0.05% | −200,633−16.0% | 減碼 |
| Skye Global Management LP | 1,054,000 | $2,206 萬 | 0.47% | +400,000+61.2% | 加碼 |
| Danske Bank A/S | 1,051,190 | $2,200 萬 | 0.05% | +89,042+9.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,057,490 | $2,178 萬 | 0.04% | +888+0.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 1,015,087 | $2,125 萬 | 0.06% | +7,990+0.8% | 加碼 |
| Rbo & Co LLC | 1,005,652 | $2,105 萬 | 3.37% | +5,011+0.5% | 加碼 |
| Jane Street Group, LLC | 990,788 | $2,074 萬 | 0.03% | +990,788 | 新進 |
| Eubel Brady & Suttman Asset Management Inc | 982,182 | $2,056 萬 | 2.60% | +12,540+1.3% | 加碼 |
| Willis Investment Counsel | 968,276 | $2,027 萬 | 1.19% | +80,129+9.0% | 加碼 |
| Zuckerman Investment Group, LLC | 954,961 | $1,999 萬 | 1.94% | −136,080−12.5% | 減碼 |
| Troluce Capital Advisors LLC | 950,000 | $1,988 萬 | 10.12% | +950,000 | 新進 |
| Glenmede Investment Management, LP | 943,629 | $1,975 萬 | 0.10% | +943,629 | 新進 |
| Handelsbanken Fonder AB | 934,183 | $1,955 萬 | 0.07% | +226,392+32.0% | 加碼 |
| APG Asset Management N.V. | 1,069,500 | $1,907 萬 | 0.06% | +1,069,500 | 新進 |
| Teacher Retirement System of Texas | 903,419 | $1,891 萬 | 0.08% | +401,971+80.2% | 加碼 |
| Troy Asset Management Ltd | 902,075 | $1,888 萬 | 0.52% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 901,880 | $1,888 萬 | 0.13% | −26,981−2.9% | 減碼 |
| Clark Estates Inc | 900,000 | $1,884 萬 | 4.23% | +50,000+5.9% | 加碼 |
| Alberta Investment Management Corp | 893,716 | $1,871 萬 | 0.15% | +226,500+33.9% | 加碼 |
| ING Groep NV | 891,324 | $1,866 萬 | 0.11% | +891,324 | 新進 |
| First Trust Advisors LP | 888,742 | $1,860 萬 | 0.01% | −401,896−31.1% | 減碼 |
| Treasurer of the State of North Carolina | 887,672 | $1,858 萬 | 0.06% | +11,246+1.3% | 加碼 |
| Cetera Investment Advisers | 867,483 | $1,816 萬 | 0.03% | +54,630+6.7% | 加碼 |
| Pentwater Capital Management LP | 860,000 | $1,800 萬 | 0.23% | +560,000+186.7% | 加碼 |
| Man Group plc | 855,280 | $1,790 萬 | 0.04% | +810,636+1,815.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 840,000 | $1,758 萬 | 0.28% | −90,000−9.7% | 減碼 |
| Toronto Dominion Bank | 829,267 | $1,736 萬 | 0.04% | +155,285+23.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 824,907 | $1,727 萬 | 0.04% | −87,565−9.6% | 減碼 |
| Cerity Partners LLC | 809,688 | $1,695 萬 | 0.03% | +15,060+1.9% | 加碼 |
| Millennium Management LLC | 806,006 | $1,687 萬 | 0.02% | −1,275,670−61.3% | 減碼 |
| Squarepoint Ops LLC | 804,823 | $1,684 萬 | 0.04% | +645,437+405.0% | 加碼 |
| Clifford Capital Partners LLC | 804,687 | $1,684 萬 | 3.21% | −100,278−11.1% | 減碼 |
| Asset Management One Co.,Ltd. | 797,424 | $1,669 萬 | 0.05% | −3,952−0.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 797,002 | $1,668 萬 | 0.04% | −45,810−5.4% | 減碼 |
| Gotham Asset Management, LLC | 796,193 | $1,666 萬 | 0.10% | +560,781+238.2% | 加碼 |
| Stifel Financial Corp | 789,724 | $1,653 萬 | 0.02% | −45,204−5.4% | 減碼 |
| Truist Financial Corp | 786,456 | $1,646 萬 | 0.02% | −61,614−7.3% | 減碼 |
| State of Tennessee, Treasury Department | 781,222 | $1,635 萬 | 0.06% | +14,393+1.9% | 加碼 |
| Baird Financial Group, Inc. | 781,062 | $1,635 萬 | 0.03% | +75,088+10.6% | 加碼 |
| Standard Life Aberdeen plc | 766,450 | $1,601 萬 | 0.03% | +100,403+15.1% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 752,500 | $1,575 萬 | 0.56% | 00.0% | 不變 |
| Thomasville National Bank | 747,307 | $1,564 萬 | 1.07% | +5,710+0.8% | 加碼 |
| Resona Asset Management Co.,Ltd. | 743,508 | $1,555 萬 | 0.08% | +26,435+3.7% | 加碼 |
| Engineers Gate Manager LP | 729,485 | $1,527 萬 | 0.19% | +729,485 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 718,982 | $1,505 萬 | 0.03% | +696,124+3,045.4% | 加碼 |
| Prudential PLC | 711,080 | $1,488 萬 | 0.09% | +15,264+2.2% | 加碼 |
| Norris Perne & French LLP | 710,414 | $1,487 萬 | 1.04% | −3,168−0.4% | 減碼 |
| Skba Capital Management LLC | 681,875 | $1,427 萬 | 2.05% | +19,200+2.9% | 加碼 |
| Bank of Nova Scotia | 660,715 | $1,383 萬 | 0.03% | +460,562+230.1% | 加碼 |
| Illinois Municipal Retirement Fund | 660,674 | $1,383 萬 | 0.19% | +308,155+87.4% | 加碼 |
| Kempen Capital Management N.V. | 655,616 | $1,372 萬 | 0.13% | −124,387−15.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 649,502 | $1,359 萬 | 0.05% | −1,826−0.3% | 減碼 |
| Pinnacle Associates Ltd | 648,263 | $1,357 萬 | 0.20% | +1410.0% | 加碼 |
| Sender Co & Partners, Inc. | 645,397 | $1,351 萬 | 3.82% | +530,717+462.8% | 加碼 |
| Renaissance Capital LLC | 629,177 | $1,317 萬 | 9.18% | +48,267+8.3% | 加碼 |
| Ingalls & Snyder LLC | 622,666 | $1,303 萬 | 0.46% | −4,685−0.7% | 減碼 |
| Public Employees Retirement System of Ohio | 601,880 | $1,260 萬 | 0.04% | −6,309−1.0% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 585,763 | $1,226 萬 | 0.07% | −30,329−4.9% | 減碼 |
| Gradient Investments LLC | 578,923 | $1,212 萬 | 0.22% | −4,347−0.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 567,656 | $1,188 萬 | 1.95% | +3,158+0.6% | 加碼 |
| Comerica Bank | 562,331 | $1,177 萬 | 0.05% | −84,538−13.1% | 減碼 |
| Arizona State Retirement System | 560,915 | $1,174 萬 | 0.07% | −1,748−0.3% | 減碼 |
| Omers Administration Corp | 560,804 | $1,174 萬 | 0.09% | −128,300−18.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 555,314 | $1,169 萬 | 0.02% | −64,738−10.4% | 減碼 |
| Prospector Partners LLC | 549,278 | $1,150 萬 | 1.33% | −28,695−5.0% | 減碼 |
| KLCM Advisors, Inc. | 547,834 | $1,147 萬 | 1.22% | −18,071−3.2% | 減碼 |