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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 1,587,578 | $2,577 萬 | 0.12% | +1,283,373+421.9% | 加碼 |
| Capital Research Global Investors | 1,578,221 | $2,561 萬 | 0.00% | +8,940+0.6% | 加碼 |
| New York State Teachers Retirement System | 1,518,911 | $2,465 萬 | 0.05% | −2630.0% | 減碼 |
| Man Group plc | 1,512,274 | $2,454 萬 | 0.05% | +656,994+76.8% | 加碼 |
| Toronto Dominion Bank | 1,511,224 | $2,453 萬 | 0.05% | +681,957+82.2% | 加碼 |
| Aviva PLC | 1,493,727 | $2,424 萬 | 0.04% | +61,250+4.3% | 加碼 |
| Skye Global Management LP | 1,476,000 | $2,396 萬 | 0.48% | +422,000+40.0% | 加碼 |
| Ossiam | 1,468,938 | $2,384 萬 | 0.31% | +136,041+10.2% | 加碼 |
| HRT Financial LP | 1,419,402 | $2,304 萬 | 0.08% | +1,419,402 | 新進 |
| Standard Life Aberdeen plc | 1,411,380 | $2,291 萬 | 0.04% | +644,930+84.1% | 加碼 |
| Zuckerman Investment Group, LLC | 1,380,266 | $2,240 萬 | 2.07% | +425,305+44.5% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,371,886 | $2,227 萬 | 2.56% | +389,704+39.7% | 加碼 |
| Zimmer Partners, LP | 1,369,800 | $2,223 萬 | 0.54% | +1,369,800 | 新進 |
| Storebrand Asset Management AS | 1,359,660 | $2,207 萬 | 0.06% | +27,974+2.1% | 加碼 |
| Bank of Montreal | 1,333,377 | $2,164 萬 | 0.01% | +140,253+11.8% | 加碼 |
| Clarkston Capital Partners, LLC | 1,331,653 | $2,161 萬 | 0.47% | −5,700−0.4% | 減碼 |
| Capital Fund Management S.A. | 1,240,442 | $2,013 萬 | 0.20% | +1,240,442 | 新進 |
| Pictet Asset Management Holding SA | 1,169,296 | $1,898 萬 | 0.02% | +23,983+2.1% | 加碼 |
| SEI Investments Co | 1,156,560 | $1,877 萬 | 0.02% | −426,064−26.9% | 減碼 |
| Sculptor Capital LP | 1,147,000 | $1,862 萬 | 0.26% | +1,147,000 | 新進 |
| Engineers Gate Manager LP | 1,144,629 | $1,858 萬 | 0.21% | +415,144+56.9% | 加碼 |
| Danske Bank A/S | 1,142,490 | $1,854 萬 | 0.05% | +91,300+8.7% | 加碼 |
| Brown Advisory Inc | 1,135,461 | $1,843 萬 | 0.02% | −147,545−11.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,108,358 | $1,799 萬 | 0.03% | −20,959−1.9% | 減碼 |
| Alberta Investment Management Corp | 1,106,716 | $1,796 萬 | 0.13% | +213,000+23.8% | 加碼 |
| Prudential Financial Inc | 1,093,281 | $1,774 萬 | 0.02% | −48,157−4.2% | 減碼 |
| Verition Fund Management LLC | 1,066,258 | $1,731 萬 | 0.10% | −93,105−8.0% | 減碼 |
| National Bank of Canada | 1,063,005 | $1,725 萬 | 0.02% | −381,571−26.4% | 減碼 |
| Walleye Capital LLC | 1,058,530 | $1,718 萬 | 0.14% | +974,205+1,155.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,057,490 | $1,710 萬 | 0.03% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 1,047,208 | $1,700 萬 | 0.04% | −21,659−2.0% | 減碼 |
| Balyasny Asset Management LLC | 1,036,865 | $1,683 萬 | 0.03% | +1,036,865 | 新進 |
| LPL Financial LLC | 1,032,143 | $1,675 萬 | 0.00% | −1,110,698−51.8% | 減碼 |
| New York State Common Retirement Fund | 1,027,340 | $1,667 萬 | 0.02% | −1,017,349−49.8% | 減碼 |
| Gotham Asset Management, LLC | 1,017,919 | $1,652 萬 | 0.07% | +221,726+27.8% | 加碼 |
| Rbo & Co LLC | 1,004,627 | $1,631 萬 | 2.55% | −1,025−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 991,333 | $1,610 萬 | 0.02% | −100,691−9.2% | 減碼 |
| Renaissance Capital LLC | 980,436 | $1,591 萬 | 8.92% | +351,259+55.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 979,395 | $1,590 萬 | 0.04% | −35,692−3.5% | 減碼 |
| Aquatic Capital Management LLC | 956,632 | $1,553 萬 | 0.29% | +956,632 | 新進 |
| APG Asset Management N.V. | 1,122,900 | $1,551 萬 | 0.04% | +53,400+5.0% | 加碼 |
| Natixis Advisors, L.P. | 955,306 | $1,551 萬 | 0.02% | −1,049,599−52.4% | 減碼 |
| Handelsbanken Fonder AB | 933,468 | $1,515 萬 | 0.05% | −715−0.1% | 減碼 |
| Crestwood Advisors Group LLC | 928,777 | $1,507 萬 | 0.26% | −505,567−35.2% | 減碼 |
| KLP Kapitalforvaltning AS | 928,446 | $1,507 萬 | 0.06% | −144,200−13.4% | 減碼 |
| Glenmede Investment Management, LP | 916,523 | $1,488 萬 | 0.07% | −27,106−2.9% | 減碼 |
| Sender Co & Partners, Inc. | 906,675 | $1,472 萬 | 5.69% | +261,278+40.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 900,211 | $1,461 萬 | 0.10% | −1,669−0.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 900,000 | $1,461 萬 | 0.12% | −200,000−18.2% | 減碼 |
| Troy Asset Management Ltd | 892,088 | $1,448 萬 | 0.37% | −9,987−1.1% | 減碼 |
| Marshall Wace, LLP | 882,603 | $1,432 萬 | 0.02% | +818,083+1,268.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 880,000 | $1,428 萬 | 0.22% | +40,000+4.8% | 加碼 |
| Morningstar Investment Management LLC | 869,485 | $1,411 萬 | 0.52% | +856,914+6,816.6% | 加碼 |
| Treasurer of the State of North Carolina | 854,383 | $1,387 萬 | 0.04% | −33,289−3.8% | 減碼 |
| Skba Capital Management LLC | 845,775 | $1,373 萬 | 1.90% | +163,900+24.0% | 加碼 |
| Sio Capital Management, LLC | 844,000 | $1,370 萬 | 3.47% | +844,000 | 新進 |
| UniSuper Management Pty Ltd | 835,425 | $1,356 萬 | 0.08% | −1,103,432−56.9% | 減碼 |
| BW Gestao de Investimentos Ltda. | 820,760 | $1,332 萬 | 1.01% | +820,760 | 新進 |
| Baird Financial Group, Inc. | 809,347 | $1,314 萬 | 0.02% | +28,285+3.6% | 加碼 |
| Asset Management One Co.,Ltd. | 799,597 | $1,298 萬 | 0.04% | +2,173+0.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 795,402 | $1,291 萬 | 0.03% | −29,505−3.6% | 減碼 |
| Cetera Investment Advisers | 770,965 | $1,251 萬 | 0.01% | −96,518−11.1% | 減碼 |
| Alyeska Investment Group, L.P. | 751,127 | $1,219 萬 | 0.04% | −2,525,923−77.1% | 減碼 |
| Hudson Bay Capital Management LP | 738,688 | $1,199 萬 | 0.07% | +738,688 | 新進 |
| Stifel Financial Corp | 735,802 | $1,194 萬 | 0.01% | −53,922−6.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 725,966 | $1,178 萬 | 0.13% | −500,577−40.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 722,929 | $1,173 萬 | 0.03% | −74,073−9.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 719,361 | $1,170 萬 | 0.06% | −24,147−3.2% | 減碼 |
| TD Asset Management Inc | 719,665 | $1,168 萬 | 0.01% | −1,931,369−72.9% | 減碼 |
| Janney Montgomery Scott LLC | 717,041 | $1,164 萬 | 0.03% | −635,312−47.0% | 減碼 |
| Nuance Investments, LLC | 713,402 | $1,158 萬 | 1.18% | +713,402 | 新進 |
| MML Investors Services, LLC | 713,266 | $1,158 萬 | 0.03% | −491,735−40.8% | 減碼 |
| CIBC Bancorp USA Inc. | 709,052 | $1,151 萬 | 0.07% | +709,052 | 新進 |
| Credit Agricole S A | 702,969 | $1,141 萬 | 0.04% | +702,969 | 新進 |
| ING Groep NV | 698,091 | $1,133 萬 | 0.06% | −193,233−21.7% | 減碼 |
| CIBC World Markets Inc. | 684,567 | $1,111 萬 | 0.02% | +361,589+112.0% | 加碼 |
| Villere St Denis J & Co LLC | 681,540 | $1,106 萬 | 1.06% | +681,540 | 新進 |
| Owl Creek Asset Management, L.P. | 680,822 | $1,105 萬 | 1.25% | +680,822 | 新進 |
| KBC Group NV | 670,979 | $1,089 萬 | 0.03% | −499,619−42.7% | 減碼 |
| Prudential PLC | 668,243 | $1,085 萬 | 0.08% | −42,837−6.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 666,703 | $1,082 萬 | 0.04% | +17,201+2.6% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 664,974 | $1,079 萬 | 3.23% | +664,974 | 新進 |
| Cubist Systematic Strategies, LLC | 659,259 | $1,070 萬 | 0.15% | +659,259 | 新進 |
| Willis Investment Counsel | 655,600 | $1,064 萬 | 0.58% | −312,676−32.3% | 減碼 |
| Pinnacle Associates Ltd | 644,768 | $1,046 萬 | 0.14% | −3,495−0.5% | 減碼 |
| Illinois Municipal Retirement Fund | 642,774 | $1,043 萬 | 0.13% | −17,900−2.7% | 減碼 |
| Rockefeller Capital Management L.P. | 635,149 | $1,031 萬 | 0.02% | +155,735+32.5% | 加碼 |
| Colony Group, LLC | 617,863 | $1,003 萬 | 0.02% | −1,468,336−70.4% | 減碼 |
| Viking Fund Management LLC | 605,000 | $981.9 萬 | 1.19% | +160,000+36.0% | 加碼 |
| Cerity Partners LLC | 600,906 | $975.3 萬 | 0.02% | −208,782−25.8% | 減碼 |
| Federated Hermes, Inc. | 598,482 | $971.3 萬 | 0.02% | −8,621,786−93.5% | 減碼 |
| Ingalls & Snyder LLC | 594,989 | $965.7 萬 | 0.32% | −27,677−4.4% | 減碼 |
| Public Employees Retirement System of Ohio | 593,669 | $963.5 萬 | 0.03% | −8,211−1.4% | 減碼 |
| Palliser Capital (UK) Ltd | 589,275 | $956.4 萬 | 7.02% | +589,275 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 586,457 | $951.8 萬 | 0.05% | +694+0.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 581,015 | $943.0 萬 | 1.47% | +13,359+2.4% | 加碼 |
| Jones Financial Companies LLLP | 572,013 | $939.2 萬 | 0.01% | +72,121+14.4% | 加碼 |
| Prospector Partners LLC | 575,738 | $934.4 萬 | 1.13% | +26,460+4.8% | 加碼 |
| Arizona State Retirement System | 561,363 | $911.1 萬 | 0.05% | +448+0.1% | 加碼 |
| Omers Administration Corp | 560,804 | $910.2 萬 | 0.07% | 00.0% | 不變 |