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 |
|---|---|---|---|---|---|
| Blair William & Co | 142,477 | $231.2 萬 | 0.01% | −63,910−31.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 146,854 | $238.3 萬 | 0.01% | −11,468−7.2% | 減碼 |
| US Bancorp | 148,440 | $240.9 萬 | 0.00% | −174,295−54.0% | 減碼 |
| Alley Investment Management Company, LLC | 148,802 | $241.5 萬 | 0.28% | −123,556−45.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 150,010 | $243.5 萬 | 0.01% | +116,021+341.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 150,355 | $244.0 萬 | 0.02% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 150,725 | $244.6 萬 | 0.79% | +49,222+48.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 151,306 | $245.6 萬 | 0.00% | +50,684+50.4% | 加碼 |
| Leo Wealth, LLC | 152,246 | $247.1 萬 | 0.32% | −1,146−0.7% | 減碼 |
| Headlands Technologies LLC | 152,380 | $247.3 萬 | 0.20% | +121,418+392.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 152,526 | $247.5 萬 | 0.06% | −16,100−9.5% | 減碼 |
| Kinloch Capital, LLC | 154,215 | $250.3 萬 | 1.10% | +3,040+2.0% | 加碼 |
| Bard Financial Services, Inc. | 155,125 | $251.8 萬 | 0.28% | +23,105+17.5% | 加碼 |
| SummitTX Capital, L.P. | 155,522 | $252.4 萬 | 0.11% | −38,047−19.7% | 減碼 |
| HF Advisory Group, LLC | 155,943 | $253.1 萬 | 0.93% | +22,148+16.6% | 加碼 |
| Vident Advisory, LLC | 156,162 | $253.5 萬 | 0.02% | +57,483+58.3% | 加碼 |
| Generali Asset Management SPA SGR | 156,915 | $254.7 萬 | 0.05% | +5,843+3.9% | 加碼 |
| GM Advisory Group, Inc. | 157,381 | $255.4 萬 | 0.11% | −10.0% | 減碼 |
| Nisa Investment Advisors, LLC | 158,632 | $257.5 萬 | 0.01% | −66,610−29.6% | 減碼 |
| Brinker Capital Investments, LLC | 159,733 | $259.2 萬 | 0.02% | −123,857−43.7% | 減碼 |
| Park Avenue Securities LLC | 162,191 | $263.2 萬 | 0.02% | −96,606−37.3% | 減碼 |
| Pacer Advisors, Inc. | 162,982 | $264.5 萬 | 0.01% | −5,808−3.4% | 減碼 |
| Rafferty Asset Management, LLC | 163,550 | $265.4 萬 | 0.01% | +857+0.5% | 加碼 |
| Kerrisdale Advisers, LLC | 164,220 | $266.5 萬 | 1.38% | +164,220 | 新進 |
| Public Sector Pension Investment Board | 165,905 | $269.3 萬 | 0.01% | +20,370+14.0% | 加碼 |
| Kestra Advisory Services, LLC | 166,809 | $270.7 萬 | 0.01% | −33,488−16.7% | 減碼 |
| DLK Investment Management, LLC | 169,946 | $275.8 萬 | 1.04% | +209+0.1% | 加碼 |
| Martin & Co Inc | 170,640 | $276.9 萬 | 0.49% | +1,612+1.0% | 加碼 |
| Cresset Asset Management, LLC | 170,974 | $277.5 萬 | 0.01% | +1,800+1.1% | 加碼 |
| Winslow Asset Management Inc | 171,950 | $279.1 萬 | 0.52% | +2,843+1.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 173,424 | $281.5 萬 | 0.00% | −39,136−18.4% | 減碼 |
| Mizuho Securities USA LLC | 139,772 | $289.5 萬 | 0.06% | +7,082+5.3% | 加碼 |
| Brevan Howard Capital Management LP | 179,016 | $290.5 萬 | 0.04% | +57,207+47.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 182,913 | $296.9 萬 | 0.04% | +5,388+3.0% | 加碼 |
| Wallington Asset Management, LLC | 183,437 | $297.7 萬 | 0.39% | −7,631−4.0% | 減碼 |
| Stephens Inc | 184,040 | $298.7 萬 | 0.04% | +25,521+16.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 185,557 | $301.2 萬 | 0.06% | +105,600+132.1% | 加碼 |
| Nordea Investment Management AB | 188,185 | $305.0 萬 | 0.00% | +21,790+13.1% | 加碼 |
| King Luther Capital Management Corp | 189,304 | $307.2 萬 | 0.01% | −22,306−10.5% | 減碼 |
| JustInvest LLC | 189,960 | $309.2 萬 | 0.03% | −41,039−17.8% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 190,760 | $309.6 萬 | 0.75% | +3,690+2.0% | 加碼 |
| Fifth Third Bancorp | 191,300 | $310.5 萬 | 0.01% | −47,628−19.9% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 193,853 | $314.6 萬 | 0.05% | +193,853 | 新進 |
| Corbyn Investment Management Inc | 197,193 | $320.0 萬 | 0.94% | +21,257+12.1% | 加碼 |
| Ethic Inc. | 197,238 | $320.1 萬 | 0.05% | −40,520−17.0% | 減碼 |
| Waycross Partners, LLC | 200,000 | $324.6 萬 | 0.28% | +200,000 | 新進 |
| Snowden Capital Advisors LLC | 202,039 | $327.9 萬 | 0.09% | −38,568−16.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 205,461 | $333.5 萬 | 0.00% | +127,645+164.0% | 加碼 |
| Davenport & Co LLC | 205,607 | $334.9 萬 | 0.02% | −186,412−47.6% | 減碼 |
| State of Alaska, Department of Revenue | 207,052 | $336.0 萬 | 0.03% | −8,783−4.1% | 減碼 |
| OP Asset Management Ltd | 207,290 | $336.4 萬 | 0.04% | +8,091+4.1% | 加碼 |
| Mutual of America Capital Management LLC | 207,667 | $337.0 萬 | 0.04% | −12,182−5.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 210,873 | $342.2 萬 | 0.10% | +19,694+10.3% | 加碼 |
| Scotia Capital Inc. | 212,271 | $344.5 萬 | 0.01% | +21,537+11.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 213,203 | $345.8 萬 | 0.03% | −61,172−22.3% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 213,524 | $346.5 萬 | 0.97% | +4,882+2.3% | 加碼 |
| Stansberry Asset Management, LLC | 214,126 | $347.5 萬 | 0.36% | −226,339−51.4% | 減碼 |
| Rakuten Investment Management, Inc. | 34,850 | $349.7 萬 | 0.01% | +34,850 | 新進 |
| Point72 (DIFC) Ltd | 217,419 | $352.9 萬 | 0.25% | +217,419 | 新進 |
| Creative Planning | 218,128 | $354.0 萬 | 0.00% | −9,042−4.0% | 減碼 |
| State of Tennessee, Treasury Department | 218,306 | $354.3 萬 | 0.01% | −562,916−72.1% | 減碼 |
| Point72 Europe (London) LLP | 218,700 | $355.0 萬 | 0.19% | −68,900−24.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 219,333 | $356.0 萬 | 0.05% | +53,387+32.2% | 加碼 |
| Captrust Financial Advisors | 219,686 | $356.6 萬 | 0.01% | −42,421−16.2% | 減碼 |
| Kennon-Green & Company, LLC | 221,949 | $360.2 萬 | 2.80% | +9,305+4.4% | 加碼 |
| Avanza Fonder AB | 224,995 | $365.2 萬 | 0.09% | +37,259+19.8% | 加碼 |
| South Dakota Investment Council | 229,703 | $372.8 萬 | 0.07% | +9,890+4.5% | 加碼 |
| Brookstone Capital Management | 232,396 | $377.2 萬 | 0.05% | +15,340+7.1% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 233,952 | $379.7 萬 | 0.60% | +20,505+9.6% | 加碼 |
| Trajan Wealth LLC | 234,207 | $380.1 萬 | 0.16% | +10,065+4.5% | 加碼 |
| Winton Group Ltd | 238,433 | $387.0 萬 | 0.14% | +238,433 | 新進 |
| Nissay Asset Management Corp | 240,893 | $391.0 萬 | 0.02% | +2,623+1.1% | 加碼 |
| Tocqueville Asset Management L.P. | 241,138 | $391.4 萬 | 0.06% | +241,138 | 新進 |
| Drystone LLC | 241,605 | $392.1 萬 | 3.53% | +83,231+52.6% | 加碼 |
| Guggenheim Capital LLC | 241,752 | $392.4 萬 | 0.03% | −13,309−5.2% | 減碼 |
| NEOS Investment Management LLC | 241,756 | $392.4 萬 | 0.03% | +79,835+49.3% | 加碼 |
| Caisse des Depots Et Consignations | 242,085 | $392.9 萬 | 0.17% | 00.0% | 不變 |
| Huber Capital Management LLC | 243,300 | $394.9 萬 | 0.63% | +58,200+31.4% | 加碼 |
| Intech Investment Management LLC | 244,219 | $396.4 萬 | 0.04% | +14,287+6.2% | 加碼 |
| Ancora Advisors, LLC | 245,440 | $398.3 萬 | 0.08% | −840,725−77.4% | 減碼 |
| Bradley Foster & Sargent Inc | 246,236 | $399.6 萬 | 0.06% | −12,428−4.8% | 減碼 |
| Toroso Investments, LLC | 250,694 | $406.9 萬 | 0.02% | +85,961+52.2% | 加碼 |
| Oppenheimer & Co Inc | 252,166 | $409.3 萬 | 0.05% | −43,368−14.7% | 減碼 |
| Jacobs & Co | 253,617 | $411.6 萬 | 0.39% | +60,585+31.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 255,811 | $415.2 萬 | 0.02% | −3,038−1.2% | 減碼 |
| Boothbay Fund Management, LLC | 258,622 | $419.7 萬 | 0.11% | +22,068+9.3% | 加碼 |
| Commonwealth Equity Services, LLC | 261,356 | $424.2 萬 | 0.01% | −53,080−16.9% | 減碼 |
| Arlington Partners LLC | 262,111 | $425.4 萬 | 1.47% | +161,286+160.0% | 加碼 |
| Xponance, Inc. | 262,532 | $426.1 萬 | 0.03% | −13,542−4.9% | 減碼 |
| Lido Advisors, LLC | 262,870 | $426.6 萬 | 0.02% | +186,728+245.2% | 加碼 |
| Avidity Partners Management LP | 265,200 | $430.4 萬 | 0.98% | +265,200 | 新進 |
| Elo Mutual Pension Insurance Co | 273,599 | $444.1 萬 | 0.07% | +60,818+28.6% | 加碼 |
| British Columbia Investment Management Corp | 275,928 | $447.8 萬 | 0.03% | −25,976−8.6% | 減碼 |
| Compass Rose Asset Management, LP | 280,000 | $454.4 萬 | 1.74% | +280,000 | 新進 |
| New York Life Investment Management LLC | 282,191 | $458.0 萬 | 0.04% | −5,965−2.1% | 減碼 |
| Mackenzie Financial Corp | 286,075 | $464.3 萬 | 0.01% | +18,683+7.0% | 加碼 |
| Weiss Asset Management LP | 288,816 | $468.7 萬 | 0.07% | +187,316+184.5% | 加碼 |
| Great Lakes Advisors, LLC | 289,626 | $470.1 萬 | 0.04% | +85,901+42.2% | 加碼 |
| Wills Financial Group LLC | 290,081 | $470.8 萬 | 1.93% | −1,388−0.5% | 減碼 |
| Teacher Retirement System of Texas | 296,256 | $480.8 萬 | 0.02% | −607,163−67.2% | 減碼 |