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 4 季 13F 持有人
Kenvue Inc. 在 2025/12/31 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
- 1,049
- 較 2025 年第 3 季 +3 家
- 持有股數
- 18.1 億
- 較 2025 年第 3 季 −1,263 萬 (−0.7%)
- 總市值
- $312.9 億
- 較 2025 年第 3 季 +$16.5 億 (+5.6%)
- 新進機構
- 195
- 另有 374 家加碼
- 清倉機構
- 192
- 另有 397 家減碼
另有 21 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 1,034,540 | $1,785 萬 | 0.02% | +7,200+0.7% | 加碼 |
| Woodline Partners LP | 1,083,993 | $1,870 萬 | 0.07% | −503,585−31.7% | 減碼 |
| ExodusPoint Capital Management, LP | 1,091,872 | $1,883 萬 | 0.21% | +736,046+206.9% | 加碼 |
| Pictet Asset Management Holding SA | 1,098,669 | $1,895 萬 | 0.02% | −70,627−6.0% | 減碼 |
| Ofi Invest Asset Management | 1,323,336 | $1,946 萬 | 0.28% | +1,323,336 | 新進 |
| Teacher Retirement System of Texas | 1,138,508 | $1,964 萬 | 0.07% | +842,252+284.3% | 加碼 |
| Toronto Dominion Bank | 1,143,182 | $1,972 萬 | 0.03% | −368,042−24.4% | 減碼 |
| Russell Investments Group, Ltd. | 1,164,162 | $2,010 萬 | 0.02% | +172,829+17.4% | 加碼 |
| Korea Investment CORP | 1,173,021 | $2,023 萬 | 0.04% | −1,351,440−53.5% | 減碼 |
| Highbridge Capital Management LLC | 1,174,353 | $2,026 萬 | 0.94% | +1,174,353 | 新進 |
| Ensign Peak Advisors, Inc | 1,178,558 | $2,033 萬 | 0.04% | +880,876+295.9% | 加碼 |
| Danske Bank A/S | 1,189,290 | $2,052 萬 | 0.05% | +46,800+4.1% | 加碼 |
| KLP Kapitalforvaltning AS | 1,222,146 | $2,108 萬 | 0.08% | +293,700+31.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 1,246,246 | $2,150 萬 | 0.29% | +1,246,246 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,254,735 | $2,164 萬 | 0.04% | +1,178,766+1,551.6% | 加碼 |
| Sand Grove Capital Management LLP | 1,270,766 | $2,192 萬 | 7.43% | +1,270,766 | 新進 |
| DekaBank Deutsche Girozentrale | 1,057,490 | $2,208 萬 | 0.04% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 1,280,000 | $2,208 萬 | 0.13% | +541,312+73.3% | 加碼 |
| Franklin Resources Inc | 1,288,332 | $2,222 萬 | 0.01% | −4,968,550−79.4% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,297,059 | $2,237 萬 | 2.51% | −74,827−5.5% | 減碼 |
| Bank of Nova Scotia | 1,298,982 | $2,241 萬 | 0.03% | +766,757+144.1% | 加碼 |
| Sender Co & Partners, Inc. | 1,302,471 | $2,247 萬 | 12.80% | +395,796+43.7% | 加碼 |
| Standard Life Aberdeen plc | 1,403,475 | $2,421 萬 | 0.04% | −7,905−0.6% | 減碼 |
| Credit Agricole S A | 1,436,805 | $2,478 萬 | 0.07% | +733,836+104.4% | 加碼 |
| Sio Capital Management, LLC | 1,465,442 | $2,528 萬 | 4.19% | +621,442+73.6% | 加碼 |
| New York State Teachers Retirement System | 1,465,972 | $2,529 萬 | 0.05% | −52,939−3.5% | 減碼 |
| Alps Advisors Inc | 1,472,224 | $2,540 萬 | 0.15% | +1,447,336+5,815.4% | 加碼 |
| Canyon Capital Advisors LLC | 1,500,000 | $2,588 萬 | 3.40% | +1,500,000 | 新進 |
| Quinn Opportunity Partners LLC | 1,507,627 | $2,601 萬 | 1.13% | +1,389,127+1,172.3% | 加碼 |
| Aviva PLC | 1,535,228 | $2,648 萬 | 0.04% | +41,501+2.8% | 加碼 |
| Ameriprise Financial Inc | 1,572,348 | $2,713 萬 | 0.01% | −1,865,309−54.3% | 減碼 |
| Capital Research Global Investors | 1,592,321 | $2,747 萬 | 0.01% | +14,100+0.9% | 加碼 |
| MUFG Securities EMEA plc | 1,594,763 | $2,751 萬 | 0.32% | +1,481,031+1,302.2% | 加碼 |
| Raymond James Financial Inc | 1,597,391 | $2,755 萬 | 0.01% | −197,746−11.0% | 減碼 |
| Keybank National Association | 1,627,412 | $2,807 萬 | 0.10% | −3,001,527−64.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,658,034 | $2,860 萬 | 0.07% | +1,508,024+1,005.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,656,463 | $2,862 萬 | 0.02% | −303,860−15.5% | 減碼 |
| Alberta Investment Management Corp | 1,661,616 | $2,866 萬 | 0.17% | +554,900+50.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,667,080 | $2,876 萬 | 0.05% | −104,370−5.9% | 減碼 |
| Natixis | 1,673,815 | $2,887 萬 | 0.11% | −3,604,507−68.3% | 減碼 |
| Saturna Capital CORP | 1,676,887 | $2,893 萬 | 0.38% | −41,820−2.4% | 減碼 |
| Compass Rose Asset Management, LP | 1,695,000 | $2,924 萬 | 9.42% | +1,415,000+505.4% | 加碼 |
| Tocqueville Asset Management L.P. | 1,728,143 | $2,981 萬 | 0.44% | +1,487,005+616.7% | 加碼 |
| Empyrean Capital Partners, LP | 1,732,000 | $2,988 萬 | 1.04% | +1,732,000 | 新進 |
| Allianz Asset Management GmbH | 1,814,027 | $3,129 萬 | 0.04% | +1,767,778+3,822.3% | 加碼 |
| Gotham Asset Management, LLC | 1,881,288 | $3,245 萬 | 0.12% | +863,369+84.8% | 加碼 |
| Susquehanna International Group, LLP | 1,892,951 | $3,265 萬 | 0.04% | −10,831,369−85.1% | 減碼 |
| Wells Fargo & Company | 1,898,662 | $3,275 萬 | 0.01% | −445,997−19.0% | 減碼 |
| Advisors Capital Management, LLC | 1,908,171 | $3,292 萬 | 0.39% | +288,604+17.8% | 加碼 |
| Nearwater Capital Markets, Ltd | 1,990,000 | $3,433 萬 | 0.59% | +1,990,000 | 新進 |
| HRT Financial LP | 1,992,957 | $3,438 萬 | 0.11% | +573,555+40.4% | 加碼 |
| Kapitalo Investimentos Ltda | 2,000,000 | $3,450 萬 | 6.60% | +400,000+25.0% | 加碼 |
| Principal Financial Group Inc | 2,128,437 | $3,672 萬 | 0.02% | +47,921+2.3% | 加碼 |
| Alpine Associates Management Inc. | 2,158,626 | $3,724 萬 | 2.51% | +2,158,626 | 新進 |
| BNP Paribas Arbitrage, SA | 2,284,970 | $3,942 萬 | 0.02% | −2,123,204−48.2% | 減碼 |
| Royal London Asset Management Ltd | 2,341,210 | $4,039 萬 | 0.08% | +14,823+0.6% | 加碼 |
| Wellington Management Group LLP | 2,344,087 | $4,044 萬 | 0.01% | −31,441,843−93.1% | 減碼 |
| Public Sector Pension Investment Board | 2,447,367 | $4,222 萬 | 0.14% | +2,281,462+1,375.2% | 加碼 |
| Melqart Asset Management (UK) Ltd | 2,508,632 | $4,327 萬 | 4.33% | +2,508,632 | 新進 |
| HBK Investments L P | 2,535,001 | $4,373 萬 | 0.47% | +2,535,001 | 新進 |
| Citigroup Inc | 2,562,390 | $4,420 萬 | 0.03% | +646,776+33.8% | 加碼 |
| Victory Capital Management Inc | 2,564,661 | $4,424 萬 | 0.02% | +55,085+2.2% | 加碼 |
| Citadel Advisors LLC | 2,580,658 | $4,452 萬 | 0.03% | −15,730,933−85.9% | 減碼 |
| Calamos Advisors LLC | 2,700,000 | $4,658 萬 | 0.19% | +2,700,000 | 新進 |
| Holocene Advisors, LP | 2,793,005 | $4,818 萬 | 0.10% | +2,293,365+459.0% | 加碼 |
| Nuance Investments, LLC | 2,813,985 | $4,854 萬 | 5.35% | +2,100,583+294.4% | 加碼 |
| Man Group plc | 2,835,075 | $4,891 萬 | 0.09% | +1,322,801+87.5% | 加碼 |
| National Pension Service | 2,835,972 | $4,892 萬 | 0.04% | +31,011+1.1% | 加碼 |
| Great West Life Assurance Co | 2,942,873 | $5,085 萬 | 0.09% | −850,076−22.4% | 減碼 |
| SG Americas Securities, LLC | 3,075,723 | $5,306 萬 | 0.07% | +2,998,635+3,889.9% | 加碼 |
| Brandes Investment Partners, LP | 3,094,648 | $5,338 萬 | 0.41% | +632,903+25.7% | 加碼 |
| California State Teachers Retirement System | 3,209,430 | $5,536 萬 | 0.06% | −21,151−0.7% | 減碼 |
| CBOE Vest Financial, LLC | 3,247,344 | $5,602 萬 | 0.71% | +810,358+33.3% | 加碼 |
| Third Point LLC大師第三點資本 | 3,250,000 | $5,606 萬 | 0.77% | −5,750,000−63.9% | 減碼 |
| Verition Fund Management LLC | 3,269,385 | $5,640 萬 | 0.30% | +2,203,127+206.6% | 加碼 |
| Sachem Head Capital Management LP | 3,310,000 | $5,710 萬 | 1.34% | −27,220,000−89.2% | 減碼 |
| First Trust Advisors LP | 3,343,809 | $5,768 萬 | 0.04% | +676,592+25.4% | 加碼 |
| Rhumbline Advisers | 3,377,921 | $5,827 萬 | 0.05% | −139,653−4.0% | 減碼 |
| Skye Global Management LP | 3,400,000 | $5,865 萬 | 1.19% | +1,924,000+130.4% | 加碼 |
| Squarepoint Ops LLC | 3,417,795 | $5,896 萬 | 0.12% | −114,381−3.2% | 減碼 |
| Athos Capital Ltd | 3,457,749 | $5,965 萬 | 24.04% | +957,749+38.3% | 加碼 |
| Nomura Asset Management Co Ltd | 3,491,548 | $6,023 萬 | 0.15% | +618,720+21.5% | 加碼 |
| CNH Partners LLC | 3,502,931 | $6,043 萬 | 1.27% | +3,502,931 | 新進 |
| Envestnet Asset Management Inc | 3,724,271 | $6,424 萬 | 0.02% | −1,582,964−29.8% | 減碼 |
| Canada Pension Plan Investment Board | 3,919,153 | $6,761 萬 | 0.05% | +753,430+23.8% | 加碼 |
| Armistice Capital, LLC | 3,992,196 | $6,887 萬 | 1.69% | +3,992,196 | 新進 |
| California Public Employees Retirement System | 4,060,137 | $7,004 萬 | 0.04% | −319,603−7.3% | 減碼 |
| LMR Partners LLP | 4,186,784 | $7,222 萬 | 0.69% | +4,061,784+3,249.4% | 加碼 |
| Voloridge Investment Management, LLC | 4,300,000 | $7,418 萬 | 0.26% | +4,300,000 | 新進 |
| Assenagon Asset Management S.A. | 4,388,904 | $7,571 萬 | 0.11% | −2,777,353−38.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 4,529,558 | $7,813 萬 | 0.12% | +2,282,500+101.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,606,499 | $7,978 萬 | 0.05% | +174,559+3.9% | 加碼 |
| Weiss Asset Management LP | 4,879,739 | $8,418 萬 | 1.19% | +4,590,923+1,589.6% | 加碼 |
| Royal Bank of Canada | 5,026,852 | $8,671 萬 | 0.02% | −2,390,596−32.2% | 減碼 |
| National Bank of Canada | 5,040,408 | $8,695 萬 | 0.09% | +3,977,403+374.2% | 加碼 |
| Capstone Investment Advisors, LLC | 5,088,765 | $8,778 萬 | 0.71% | +4,988,574+4,979.1% | 加碼 |
| HSBC Holdings PLC | 5,106,368 | $8,823 萬 | 0.05% | +1,230,957+31.8% | 加碼 |
| Lazard Asset Management LLC | 5,211,285 | $8,989 萬 | 0.15% | −3,009,974−36.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,217,558 | $9,000 萬 | 0.05% | +310,958+6.3% | 加碼 |
| Swiss National Bank | 5,258,946 | $9,072 萬 | 0.05% | −275,400−5.0% | 減碼 |