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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 5,263,903 | $9,080 萬 | 0.89% | +5,263,903 | 新進 |
| Mondrian Investment Partners LTD | 5,773,258 | $9,959 萬 | 1.64% | +889,163+18.2% | 加碼 |
| Marshall Wace, LLP | 5,826,776 | $1.01 億 | 0.10% | +4,944,173+560.2% | 加碼 |
| Equity Investment Corp | 6,820,350 | $1.18 億 | 2.38% | +1,655,417+32.1% | 加碼 |
| Tudor Investment Corp Et Al | 6,837,583 | $1.18 億 | 0.65% | +6,791,481+14,731.4% | 加碼 |
| Yacktman Asset Management LP | 7,857,496 | $1.36 億 | 1.90% | −82,466−1.0% | 減碼 |
| M&G Plc | 8,135,231 | $1.38 億 | 0.71% | +105,091+1.3% | 加碼 |
| Deutsche Bank AG | 8,228,595 | $1.42 億 | 0.05% | +933,602+12.8% | 加碼 |
| Bessemer Group Inc | 8,491,343 | $1.46 億 | 0.22% | +5,177,404+156.2% | 加碼 |
| JPMorgan Chase & Co | 8,610,444 | $1.49 億 | 0.01% | −11,804,410−57.8% | 減碼 |
| Nuveen, LLC | 9,086,035 | $1.57 億 | 0.04% | −4,458,718−32.9% | 減碼 |
| Alliancebernstein L.P. | 9,325,500 | $1.61 億 | 0.05% | +5,115,784+121.5% | 加碼 |
| Bank of Montreal | 9,384,200 | $1.62 億 | 0.07% | +8,050,823+603.8% | 加碼 |
| CIBC World Markets Corp | 9,402,473 | $1.62 億 | 0.81% | +9,402,473 | 新進 |
| ING Groep NV | 9,856,090 | $1.70 億 | 1.03% | +9,157,999+1,311.9% | 加碼 |
| ProShare Advisors LLC | 10,803,027 | $1.86 億 | 0.33% | +3,036,196+39.1% | 加碼 |
| Capitolis Liquid Global Markets LLC | 10,950,999 | $1.89 億 | 1.13% | +10,050,999+1,116.8% | 加碼 |
| Bank of New York Mellon Corp | 11,088,034 | $1.91 億 | 0.03% | −19,272,231−63.5% | 減碼 |
| Sculptor Capital LP | 12,886,328 | $2.22 億 | 2.65% | +11,739,328+1,023.5% | 加碼 |
| Bank of America Corp | 12,953,346 | $2.23 億 | 0.02% | −14,668,857−53.1% | 減碼 |
| Charles Schwab Investment Management Inc | 12,963,663 | $2.24 億 | 0.03% | −12,085,291−48.2% | 減碼 |
| Mizuho Markets Americas LLC | 14,153,935 | $2.44 億 | 5.24% | +320,537+2.3% | 加碼 |
| Legal & General Group Plc | 14,324,238 | $2.47 億 | 0.05% | −461,687−3.1% | 減碼 |
| Amundi | 15,881,928 | $2.74 億 | 0.07% | −1,763,833−10.0% | 減碼 |
| Goldman Sachs Group Inc | 16,125,957 | $2.78 億 | 0.04% | +2,511,915+18.5% | 加碼 |
| UBS Asset Management Americas Inc | 17,141,211 | $2.96 億 | 0.06% | +10,066+0.1% | 加碼 |
| Morgan Stanley | 17,228,962 | $2.97 億 | 0.02% | −2,266,452−11.6% | 減碼 |
| Invesco Ltd. | 17,551,036 | $3.03 億 | 0.03% | +522,696+3.1% | 加碼 |
| Northern Trust Corp | 19,420,240 | $3.35 億 | 0.04% | +190,760+1.0% | 加碼 |
| Price T Rowe Associates Inc | 19,751,964 | $3.41 億 | 0.04% | −95,331,101−82.8% | 減碼 |
| Van Eck Associates Corp | 20,968,087 | $3.62 億 | 0.30% | +2,606,506+14.2% | 加碼 |
| Millennium Management LLC | 21,800,563 | $3.76 億 | 0.27% | +16,780,998+334.3% | 加碼 |
| Dimensional Fund Advisors LP | 22,073,194 | $3.81 億 | 0.08% | −1,054,040−4.6% | 減碼 |
| Balyasny Asset Management LLC | 24,220,839 | $4.18 億 | 0.78% | +23,183,974+2,236.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 26,432,352 | $4.56 億 | 0.35% | −972,994−3.6% | 減碼 |
| American Century Companies Inc | 26,737,523 | $4.61 億 | 0.23% | −10,309,137−27.8% | 減碼 |
| Starboard Value LP大師Starboard Value | 27,307,632 | $4.71 億 | 8.92% | +6,377,694+30.5% | 加碼 |
| Barclays PLC | 31,747,636 | $5.48 億 | 0.22% | +26,552,946+511.2% | 加碼 |
| UBS Group AG | 41,751,972 | $7.20 億 | 0.14% | +17,598,457+72.9% | 加碼 |
| Norges Bank | 43,876,034 | $7.57 億 | 0.08% | +43,876,034 | 新進 |
| Independent Franchise Partners LLP | 48,146,476 | $8.31 億 | 5.28% | +17,343,785+56.3% | 加碼 |
| Geode Capital Management, LLC | 49,862,574 | $8.57 億 | 0.05% | +371,322+0.8% | 加碼 |
| Pentwater Capital Management LP | 56,720,600 | $9.78 億 | 7.08% | +35,640,600+169.1% | 加碼 |
| Massachusetts Financial Services Co | 68,486,378 | $11.8 億 | 0.38% | −18,866,299−21.6% | 減碼 |
| FMR LLC | 94,112,610 | $16.2 億 | 0.08% | +3,790,237+4.2% | 加碼 |
| State Street Corp | 118,865,134 | $20.5 億 | 0.07% | +4,063,257+3.5% | 加碼 |
| BlackRock, Inc. | 159,550,592 | $27.5 億 | 0.05% | +14,776,291+10.2% | 加碼 |
| Vanguard Group Inc | 234,951,484 | $40.5 億 | 0.06% | +1,604,040+0.7% | 加碼 |
| Richardson Financial Services Inc. | 33 | – | – | 00.0% | 不變 |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −17,400,000−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −12,042,708−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −3,296,653−100.0% | 清倉 |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −2,623,637−100.0% | 清倉 |
| Mason Capital Management LLC | 0 | $0 | 0.00% | −2,595,000−100.0% | 清倉 |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −2,378,300−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,967,031−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −1,915,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,640,188−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −956,632−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −900,211−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −751,127−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −725,966−100.0% | 清倉 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −680,822−100.0% | 清倉 |
| Boyer & Corporon Wealth Management, LLC | 0 | $0 | 0.00% | −664,974−100.0% | 清倉 |
| Palliser Capital (UK) Ltd | 0 | $0 | 0.00% | −589,275−100.0% | 清倉 |
| Allen Mooney & Barnes Investment Advisors LLC | 0 | $0 | 0.00% | −581,015−100.0% | 清倉 |
| Prospector Partners LLC | 0 | $0 | 0.00% | −575,738−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −547,686−100.0% | 清倉 |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −537,435−100.0% | 清倉 |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −531,799−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −521,513−100.0% | 清倉 |
| NS Partners Ltd | 0 | $0 | 0.00% | −505,762−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −483,928−100.0% | 清倉 |
| Guardian Capital LP | 0 | $0 | 0.00% | −469,900−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −423,166−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −393,909−100.0% | 清倉 |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −325,000−100.0% | 清倉 |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −303,419−100.0% | 清倉 |
| Wills Financial Group LLC | 0 | $0 | 0.00% | −290,081−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −273,599−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −262,111−100.0% | 清倉 |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Wallington Asset Management, LLC | 0 | $0 | 0.00% | −183,437−100.0% | 清倉 |
| Martin & Co Inc | 0 | $0 | 0.00% | −170,640−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −155,522−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −152,380−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −132,086−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −131,295−100.0% | 清倉 |
| Scoggin Management LP | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −121,522−100.0% | 清倉 |
| Valicenti Advisory Services Inc | 0 | $0 | 0.00% | −117,412−100.0% | 清倉 |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −117,254−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −109,925−100.0% | 清倉 |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −106,438−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −104,623−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −95,566−100.0% | 清倉 |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −95,563−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −91,600−100.0% | 清倉 |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −90,615−100.0% | 清倉 |
| Blackhill Capital Inc | 0 | $0 | 0.00% | −86,184−100.0% | 清倉 |