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 3 季 13F 持有人
Kenvue Inc. 在 2025/9/30 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
- 1,067
- 較 2025 年第 2 季 −23 家
- 持有股數
- 18.4 億
- 較 2025 年第 2 季 −4,901 萬 (−2.6%)
- 總市值
- $298.4 億
- 較 2025 年第 2 季 −$96.3 億 (−24.4%)
- 新進機構
- 152
- 另有 346 家加碼
- 清倉機構
- 175
- 另有 472 家減碼
另有 16 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 3,437,657 | $5,579 萬 | 0.01% | −918,034−21.1% | 減碼 |
| Rhumbline Advisers | 3,517,574 | $5,709 萬 | 0.05% | −51,126−1.4% | 減碼 |
| Squarepoint Ops LLC | 3,532,176 | $5,733 萬 | 0.12% | +2,727,353+338.9% | 加碼 |
| Great West Life Assurance Co | 3,792,949 | $6,194 萬 | 0.09% | +38,028+1.0% | 加碼 |
| HSBC Holdings PLC | 3,875,411 | $6,291 萬 | 0.04% | +839,203+27.6% | 加碼 |
| Macquarie Group Ltd | 3,908,851 | $6,344 萬 | 0.07% | −2,996,546−43.4% | 減碼 |
| Alliancebernstein L.P. | 4,209,716 | $6,832 萬 | 0.02% | −2,228,757−34.6% | 減碼 |
| California Public Employees Retirement System | 4,379,740 | $7,108 萬 | 0.04% | +1,137,317+35.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,408,174 | $7,154 萬 | 0.06% | +1,143,197+35.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,431,940 | $7,193 萬 | 0.05% | +127,984+3.0% | 加碼 |
| Keybank National Association | 4,628,939 | $7,513 萬 | 0.26% | −256,023−5.2% | 減碼 |
| Thrivent Financial for Lutherans | 4,654,129 | $7,554 萬 | 0.15% | +319,309+7.4% | 加碼 |
| Voya Investment Management LLC | 4,779,594 | $7,757 萬 | 0.08% | −4,911,623−50.7% | 減碼 |
| Mondrian Investment Partners LTD | 4,884,095 | $7,927 萬 | 1.32% | +4,884,095 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,906,600 | $7,963 萬 | 0.05% | +44,946+0.9% | 加碼 |
| Millennium Management LLC | 5,019,565 | $8,147 萬 | 0.06% | +4,213,559+522.8% | 加碼 |
| Equity Investment Corp | 5,164,933 | $8,383 萬 | 1.76% | +268,763+5.5% | 加碼 |
| Barclays PLC | 5,194,690 | $8,431 萬 | 0.03% | −2,935,634−36.1% | 減碼 |
| Natixis | 5,278,322 | $8,567 萬 | 0.46% | +4,809,297+1,025.4% | 加碼 |
| Envestnet Asset Management Inc | 5,307,235 | $8,614 萬 | 0.02% | −5,294,830−49.9% | 減碼 |
| Swiss National Bank | 5,534,346 | $8,982 萬 | 0.05% | −273,700−4.7% | 減碼 |
| Franklin Resources Inc | 6,256,882 | $1.02 億 | 0.03% | −27,012,323−81.2% | 減碼 |
| HighTower Advisors, LLC | 6,659,603 | $1.08 億 | 0.12% | +1,169,383+21.3% | 加碼 |
| Assenagon Asset Management S.A. | 7,166,257 | $1.16 億 | 0.17% | −530,766−6.9% | 減碼 |
| Deutsche Bank AG | 7,294,993 | $1.18 億 | 0.04% | +2,231,431+44.1% | 加碼 |
| Royal Bank of Canada | 7,417,448 | $1.20 億 | 0.02% | +3,295,137+79.9% | 加碼 |
| ProShare Advisors LLC | 7,766,831 | $1.26 億 | 0.26% | +540,182+7.5% | 加碼 |
| M&G Plc | 8,030,140 | $1.28 億 | 0.68% | −143,225−1.8% | 減碼 |
| Yacktman Asset Management LP | 7,939,962 | $1.29 億 | 1.78% | −247,210−3.0% | 減碼 |
| Jane Street Group, LLC | 7,961,272 | $1.29 億 | 0.15% | +6,970,484+703.5% | 加碼 |
| Lazard Asset Management LLC | 8,221,259 | $1.33 億 | 0.18% | +2,880,851+53.9% | 加碼 |
| Burgundy Asset Management Ltd. | 7,030,246 | $1.46 億 | 1.37% | −118,550−1.7% | 減碼 |
| Third Point LLC大師第三點資本 | 9,000,000 | $1.46 億 | 1.74% | +475,000+5.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 12,042,708 | $1.95 億 | 2.62% | +1,634,653+15.7% | 加碼 |
| Susquehanna International Group, LLP | 12,724,320 | $2.07 億 | 0.30% | +7,684,890+152.5% | 加碼 |
| Nuveen, LLC | 13,544,753 | $2.20 億 | 0.06% | −1,262,598−8.5% | 減碼 |
| Goldman Sachs Group Inc | 13,614,042 | $2.21 億 | 0.03% | −3,427,860−20.1% | 減碼 |
| Mizuho Markets Americas LLC | 13,833,398 | $2.25 億 | 4.73% | +13,819,757+101,310.4% | 加碼 |
| Legal & General Group Plc | 14,785,925 | $2.40 億 | 0.05% | +332,870+2.3% | 加碼 |
| Invesco Ltd. | 17,028,340 | $2.76 億 | 0.04% | −790,431−4.4% | 減碼 |
| Amundi | 17,645,761 | $2.77 億 | 0.09% | +3,135,871+21.6% | 加碼 |
| UBS Asset Management Americas Inc | 17,131,145 | $2.78 億 | 0.06% | −3,067,605−15.2% | 減碼 |
| TOMS Capital Investment Management LP | 17,400,000 | $2.82 億 | 25.05% | +1,237,000+7.7% | 加碼 |
| Citadel Advisors LLC | 18,311,591 | $2.97 億 | 0.24% | +5,607,016+44.1% | 加碼 |
| Van Eck Associates Corp | 18,361,581 | $2.98 億 | 0.28% | +9,240,434+101.3% | 加碼 |
| Northern Trust Corp | 19,229,480 | $3.12 億 | 0.04% | −1,264,952−6.2% | 減碼 |
| Morgan Stanley | 19,495,414 | $3.16 億 | 0.02% | +332,458+1.7% | 加碼 |
| JPMorgan Chase & Co | 20,414,854 | $3.31 億 | 0.02% | −473,462−2.3% | 減碼 |
| Starboard Value LP大師Starboard Value | 20,929,938 | $3.40 億 | 6.39% | 00.0% | 不變 |
| Pentwater Capital Management LP | 21,080,000 | $3.42 億 | 3.07% | +20,220,000+2,351.2% | 加碼 |
| Dimensional Fund Advisors LP | 23,127,234 | $3.75 億 | 0.08% | +2,747,952+13.5% | 加碼 |
| UBS Group AG | 24,153,515 | $3.92 億 | 0.08% | −1,872,783−7.2% | 減碼 |
| Charles Schwab Investment Management Inc | 25,048,954 | $4.07 億 | 0.06% | +96,219+0.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 27,405,346 | $4.45 億 | 0.36% | +17,408,165+174.1% | 加碼 |
| Bank of America Corp | 27,622,203 | $4.48 億 | 0.03% | −3,340,055−10.8% | 減碼 |
| Bank of New York Mellon Corp | 30,360,265 | $4.93 億 | 0.09% | −1,254,065−4.0% | 減碼 |
| Sachem Head Capital Management LP | 30,530,000 | $4.96 億 | 14.00% | +20,370,000+200.5% | 加碼 |
| Independent Franchise Partners LLP | 30,802,691 | $5.00 億 | 3.30% | −462,883−1.5% | 減碼 |
| Wellington Management Group LLP | 33,785,930 | $5.48 億 | 0.10% | −12,586,165−27.1% | 減碼 |
| American Century Companies Inc | 37,046,660 | $6.01 億 | 0.31% | +6,781,640+22.4% | 加碼 |
| Geode Capital Management, LLC | 49,491,252 | $8.00 億 | 0.05% | +489,365+1.0% | 加碼 |
| Massachusetts Financial Services Co | 87,352,677 | $14.2 億 | 0.44% | −3,862,828−4.2% | 減碼 |
| FMR LLC | 90,322,373 | $14.7 億 | 0.08% | −9,226,752−9.3% | 減碼 |
| State Street Corp | 114,801,877 | $18.6 億 | 0.06% | −219,341−0.2% | 減碼 |
| Price T Rowe Associates Inc | 115,083,065 | $18.7 億 | 0.20% | −52,958,342−31.5% | 減碼 |
| BlackRock, Inc. | 144,774,301 | $23.5 億 | 0.04% | −2,794,361−1.9% | 減碼 |
| Vanguard Group Inc | 233,347,444 | $37.9 億 | 0.06% | +101,1770.0% | 加碼 |
| Capital World Investors | 0 | $0 | 0.00% | −7,431,490−100.0% | 清倉 |
| Harris Associates L P大師Oakmark（Harris Associates） | 0 | $0 | 0.00% | −5,652,093−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −4,308,207−100.0% | 清倉 |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −2,148,836−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −1,929,941−100.0% | 清倉 |
| CORDA Investment Management, LLC. | 0 | $0 | 0.00% | −1,250,494−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,188,979−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −1,187,447−100.0% | 清倉 |
| Dendur Capital LP | 0 | $0 | 0.00% | −1,095,000−100.0% | 清倉 |
| Clark Estates Inc | 0 | $0 | 0.00% | −900,000−100.0% | 清倉 |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −804,687−100.0% | 清倉 |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −752,500−100.0% | 清倉 |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −655,616−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −578,923−100.0% | 清倉 |
| Richard C. Young & CO., LTD. | 0 | $0 | 0.00% | −517,224−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −366,113−100.0% | 清倉 |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −326,107−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −311,880−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −262,294−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −250,803−100.0% | 清倉 |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −250,440−100.0% | 清倉 |
| 13D Management LLC | 0 | $0 | 0.00% | −235,309−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −229,648−100.0% | 清倉 |
| Kintayl Capital LP | 0 | $0 | 0.00% | −212,112−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −182,171−100.0% | 清倉 |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −165,450−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −144,914−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −108,600−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −100,160−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −96,211−100.0% | 清倉 |
| StrongBox Wealth, LLC | 0 | $0 | 0.00% | −93,497−100.0% | 清倉 |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −87,686−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −84,770−100.0% | 清倉 |