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 |
|---|---|---|---|---|---|
| Carmignac Gestion | 157,574 | $271.8 萬 | 0.04% | +157,574 | 新進 |
| Cresset Asset Management, LLC | 158,902 | $274.1 萬 | 0.01% | −12,072−7.1% | 減碼 |
| Empowered Funds, LLC | 159,445 | $275.0 萬 | 0.05% | −311,652−66.2% | 減碼 |
| Rafferty Asset Management, LLC | 160,446 | $276.8 萬 | 0.01% | −3,104−1.9% | 減碼 |
| Cumberland Partners Ltd | 161,370 | $278.4 萬 | 0.17% | +161,370 | 新進 |
| Investment Management Corp of Ontario | 161,750 | $279.0 萬 | 0.04% | +39,812+32.6% | 加碼 |
| Snowden Capital Advisors LLC | 163,782 | $282.5 萬 | 0.07% | −38,257−18.9% | 減碼 |
| Generali Asset Management SPA SGR | 164,028 | $282.9 萬 | 0.06% | +7,113+4.5% | 加碼 |
| Polar Asset Management Partners Inc. | 169,239 | $291.9 萬 | 0.06% | +169,239 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 169,489 | $292.4 萬 | 0.03% | −13,424−7.3% | 減碼 |
| Neuberger Berman Group LLC | 172,728 | $298.0 萬 | 0.00% | −1,853,409−91.5% | 減碼 |
| Kestra Advisory Services, LLC | 173,807 | $299.8 萬 | 0.01% | +6,998+4.2% | 加碼 |
| Marathon Trading Investment Management LLC | 174,088 | $300.3 萬 | 0.36% | +156,188+872.6% | 加碼 |
| Morningstar Investment Management LLC | 174,656 | $301.3 萬 | 0.18% | −694,829−79.9% | 減碼 |
| Pacer Advisors, Inc. | 175,320 | $302.4 萬 | 0.01% | +12,338+7.6% | 加碼 |
| Winslow Asset Management Inc | 178,181 | $307.4 萬 | 0.57% | +6,231+3.6% | 加碼 |
| Aigen Investment Management, LP | 179,042 | $308.8 萬 | 0.71% | +66,052+58.5% | 加碼 |
| Itau Unibanco Holding S.A. | 179,600 | $311.2 萬 | 0.08% | +167,030+1,328.8% | 加碼 |
| Jacobs & Co | 183,638 | $316.7 萬 | 0.30% | −69,979−27.6% | 減碼 |
| Corbyn Investment Management Inc | 185,538 | $320.1 萬 | 0.94% | −11,655−5.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 187,853 | $324.0 萬 | 0.07% | +35,327+23.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 189,077 | $326.2 萬 | 0.01% | −66,734−26.1% | 減碼 |
| Bradley Foster & Sargent Inc | 189,293 | $326.5 萬 | 0.05% | −56,943−23.1% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 189,585 | $327.0 萬 | 0.75% | −1,175−0.6% | 減碼 |
| Nordea Investment Management AB | 190,413 | $329.9 萬 | 0.00% | +2,228+1.2% | 加碼 |
| State of Alaska, Department of Revenue | 191,327 | $330.0 萬 | 0.04% | −15,725−7.6% | 減碼 |
| Jain Global LLC | 192,772 | $332.5 萬 | 0.03% | +192,772 | 新進 |
| Nine Masts Capital Ltd | 193,863 | $334.4 萬 | 0.58% | +193,863 | 新進 |
| Truist Financial Corp | 196,070 | $338.2 萬 | 0.00% | −148,494−43.1% | 減碼 |
| Bridgewater Associates, LP | 196,115 | $338.3 萬 | 0.01% | +75,162+62.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 196,329 | $338.7 萬 | 0.01% | +22,905+13.2% | 加碼 |
| Clarkston Capital Partners, LLC | 198,340 | $342.1 萬 | 0.08% | −1,133,313−85.1% | 減碼 |
| American Assets Investment Management, LLC | 200,000 | $345.0 萬 | 0.24% | +100,000+100.0% | 加碼 |
| Twin Tree Management, LP | 200,608 | $346.0 萬 | 0.35% | −294,628−59.5% | 減碼 |
| UniSuper Management Pty Ltd | 201,169 | $347.0 萬 | 0.02% | −634,256−75.9% | 減碼 |
| Mutual of America Capital Management LLC | 205,357 | $354.2 萬 | 0.04% | −2,310−1.1% | 減碼 |
| FNY Investment Advisers, LLC | 209,659 | $361.6 萬 | 1.03% | +58,934+39.1% | 加碼 |
| JustInvest LLC | 212,574 | $366.7 萬 | 0.04% | +22,614+11.9% | 加碼 |
| Guggenheim Capital LLC | 212,913 | $367.3 萬 | 0.03% | −28,839−11.9% | 減碼 |
| Scotia Capital Inc. | 213,213 | $367.8 萬 | 0.01% | +942+0.4% | 加碼 |
| OP Asset Management Ltd | 214,044 | $369.2 萬 | 0.04% | +6,754+3.3% | 加碼 |
| State of Tennessee, Treasury Department | 212,578 | $369.9 萬 | 0.01% | −5,728−2.6% | 減碼 |
| Engineers Gate Manager LP | 218,957 | $377.7 萬 | 0.04% | −925,672−80.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 219,433 | $378.5 萬 | 0.05% | +1000.0% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 223,228 | $385.1 萬 | 1.04% | +9,704+4.5% | 加碼 |
| Kennon-Green & Company, LLC | 223,736 | $385.9 萬 | 3.07% | +1,787+0.8% | 加碼 |
| Capital Fund Management S.A. | 223,987 | $386.4 萬 | 0.04% | −1,016,455−81.9% | 減碼 |
| Fifth Third Bancorp | 225,399 | $388.8 萬 | 0.01% | +34,099+17.8% | 加碼 |
| Lido Advisors, LLC | 230,725 | $390.5 萬 | 0.02% | −32,145−12.2% | 減碼 |
| HF Advisory Group, LLC | 230,158 | $397.0 萬 | 1.39% | +74,215+47.6% | 加碼 |
| Avidity Partners Management LP | 232,800 | $401.6 萬 | 1.16% | −32,400−12.2% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 234,664 | $404.8 萬 | 0.57% | +712+0.3% | 加碼 |
| Dark Forest Capital Management LP | 240,654 | $415.1 萬 | 0.19% | +240,654 | 新進 |
| Janus Henderson Group PLC | 241,718 | $417.6 萬 | 0.00% | +108,662+81.7% | 加碼 |
| Commonwealth Equity Services, LLC | 242,916 | $419.0 萬 | 0.01% | −18,440−7.1% | 減碼 |
| Drystone LLC | 243,404 | $419.9 萬 | 3.77% | +1,799+0.7% | 加碼 |
| Cerity Partners LLC | 243,908 | $420.7 萬 | 0.01% | −356,998−59.4% | 減碼 |
| Nissay Asset Management Corp | 244,046 | $421.0 萬 | 0.02% | +3,153+1.3% | 加碼 |
| Woodbridge Co Ltd | 244,977 | $422.6 萬 | 0.01% | +244,977 | 新進 |
| Great Lakes Advisors, LLC | 245,936 | $424.2 萬 | 0.03% | −43,690−15.1% | 減碼 |
| Osmosis Investment Management UK Ltd | 247,669 | $427.2 萬 | 0.11% | +247,669 | 新進 |
| Ethic Inc. | 248,404 | $428.5 萬 | 0.07% | +51,166+25.9% | 加碼 |
| Rakuten Investment Management, Inc. | 255,388 | $439.0 萬 | 0.01% | +220,538+632.8% | 加碼 |
| Trajan Wealth LLC | 255,579 | $440.9 萬 | 0.18% | +21,372+9.1% | 加碼 |
| Motley Fool Wealth Management, LLC | 255,691 | $441.1 萬 | 0.34% | −74,388−22.5% | 減碼 |
| Brookstone Capital Management | 259,703 | $448.0 萬 | 0.05% | +27,307+11.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 263,135 | $453.9 萬 | 0.04% | −36,400−12.2% | 減碼 |
| Toroso Investments, LLC | 263,354 | $454.3 萬 | 0.02% | +12,660+5.0% | 加碼 |
| AQR Capital Management LLC | 265,907 | $458.7 萬 | 0.00% | +208,871+366.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 280,653 | $470.1 萬 | 0.01% | −197,170−41.3% | 減碼 |
| Sanctuary Advisors, LLC | 273,035 | $471.0 萬 | 0.03% | −178,407−39.5% | 減碼 |
| Xponance, Inc. | 275,037 | $474.4 萬 | 0.04% | +12,505+4.8% | 加碼 |
| Avanza Fonder AB | 275,241 | $474.8 萬 | 0.12% | +50,246+22.3% | 加碼 |
| Bleakley Financial Group, LLC | 278,407 | $480.3 萬 | 0.08% | +177,268+175.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 280,000 | $483.0 萬 | 0.04% | +280,000 | 新進 |
| Capricorn Fund Managers Ltd | 282,485 | $487.3 萬 | 1.17% | +282,485 | 新進 |
| NEOS Investment Management LLC | 288,749 | $498.1 萬 | 0.03% | +46,993+19.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 291,350 | $502.6 萬 | 0.04% | −14,492−4.7% | 減碼 |
| Natixis Advisors, L.P. | 296,048 | $510.7 萬 | 0.01% | −659,258−69.0% | 減碼 |
| BW Gestao de Investimentos Ltda. | 300,000 | $517.5 萬 | 0.18% | −520,760−63.4% | 減碼 |
| Huber Capital Management LLC | 300,894 | $519.0 萬 | 0.76% | +57,594+23.7% | 加碼 |
| Cardinal Point Capital Management, ULC | 303,690 | $523.9 萬 | 0.34% | −34,092−10.1% | 減碼 |
| Wealthfront Advisers LLC | 306,713 | $529.1 萬 | 0.01% | +165,868+117.8% | 加碼 |
| ASR Vermogensbeheer N.V. | 308,021 | $531.4 萬 | 0.06% | −3,281−1.1% | 減碼 |
| Utah Retirement Systems | 315,016 | $543.4 萬 | 0.05% | 00.0% | 不變 |
| Azzad Asset Management Inc | 317,249 | $547.3 萬 | 0.54% | +421+0.1% | 加碼 |
| Caisse des Depots Et Consignations | 318,100 | $548.7 萬 | 0.12% | +76,015+31.4% | 加碼 |
| Cetera Investment Advisers | 320,155 | $552.3 萬 | 0.01% | −450,810−58.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 321,278 | $554.2 萬 | 0.04% | +10,592+3.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 331,083 | $571.1 萬 | 0.01% | +331,083 | 新進 |
| Comerica Bank | 332,195 | $573.0 萬 | 0.02% | −76,180−18.7% | 減碼 |
| Daiwa Securities Group Inc. | 337,334 | $581.9 萬 | 0.02% | +7,893+2.4% | 加碼 |
| British Columbia Investment Management Corp | 340,136 | $586.7 萬 | 0.03% | +64,208+23.3% | 加碼 |
| Kerrisdale Advisers, LLC | 343,837 | $593.1 萬 | 2.79% | +179,617+109.4% | 加碼 |
| Mackenzie Financial Corp | 346,787 | $599.8 萬 | 0.01% | +60,712+21.2% | 加碼 |
| Oak Family Advisors, LLC | 348,025 | $600.3 萬 | 1.84% | +348,025 | 新進 |
| Kintayl Capital LP | 352,734 | $608.5 萬 | 3.67% | +352,734 | 新進 |
| Holowesko Partners Ltd. | 358,000 | $617.5 萬 | 2.15% | +358,000 | 新進 |
| Amalgamated Bank | 358,346 | $618.1 萬 | 0.04% | −22,546−5.9% | 減碼 |
| Macquarie Group Ltd | 359,340 | $619.9 萬 | 0.03% | −3,549,511−90.8% | 減碼 |