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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 360,856 | $622.5 萬 | 0.46% | +360,856 | 新進 |
| Zimmer Partners, LP | 375,000 | $646.9 萬 | 0.17% | −994,800−72.6% | 減碼 |
| Voya Investment Management LLC | 378,093 | $652.2 萬 | 0.01% | −4,401,501−92.1% | 減碼 |
| IMC-Chicago, LLC | 382,930 | $660.6 萬 | 0.12% | −177,407−31.7% | 減碼 |
| Saybrook Capital | 386,688 | $667.0 萬 | 1.66% | −92,616−19.3% | 減碼 |
| IFM Investors Pty Ltd | 391,702 | $675.7 萬 | 0.06% | +17,068+4.6% | 加碼 |
| USS Investment Management Ltd | 395,958 | $684.0 萬 | 0.03% | +40,372+11.4% | 加碼 |
| Creative Planning | 403,089 | $695.3 萬 | 0.00% | +184,961+84.8% | 加碼 |
| Baird Financial Group, Inc. | 404,991 | $698.6 萬 | 0.01% | −404,356−50.0% | 減碼 |
| Twin Securities, Inc. | 405,583 | $699.6 萬 | 2.68% | +405,583 | 新進 |
| Retirement Systems of Alabama | 407,555 | $703.0 萬 | 0.02% | −1,820−0.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 408,412 | $704.5 萬 | 0.29% | −58,696−12.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 410,874 | $708.8 萬 | 0.02% | +84,219+25.8% | 加碼 |
| DnB Asset Management AS | 413,601 | $713.5 萬 | 0.02% | +17,035+4.3% | 加碼 |
| Boussard & Gavaudan Investment Management LLP | 412,844 | $715.5 萬 | 0.54% | +412,844 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 416,726 | $718.9 萬 | 0.03% | +59,715+16.7% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 418,950 | $722.7 萬 | 1.09% | +418,950 | 新進 |
| Gabelli Funds LLC | 423,285 | $730.2 萬 | 0.05% | +423,285 | 新進 |
| Advisor Group Holdings, Inc. | 429,276 | $741.0 萬 | 0.01% | −51,133−10.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 431,394 | $744.2 萬 | 0.08% | +71,591+19.9% | 加碼 |
| Swiss Life Asset Management Ltd | 435,899 | $751.9 萬 | 0.04% | +69,887+19.1% | 加碼 |
| Forsta Ap-Fonden | 436,875 | $753.6 萬 | 0.04% | +8,200+1.9% | 加碼 |
| South Dakota Investment Council | 437,353 | $754.4 萬 | 0.14% | +207,650+90.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 444,222 | $766.3 萬 | 0.00% | +65,099+17.2% | 加碼 |
| Walleye Capital LLC | 444,717 | $767.1 萬 | 0.04% | −613,813−58.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 445,626 | $768.7 萬 | 0.04% | −15,213−3.3% | 減碼 |
| Colony Group, LLC | 446,324 | $769.2 萬 | 0.01% | −171,539−27.8% | 減碼 |
| SEI Investments Co | 447,299 | $771.6 萬 | 0.01% | −709,261−61.3% | 減碼 |
| Glenmede Trust Co NA | 454,878 | $784.7 萬 | 0.04% | +454,878 | 新進 |
| MetLife Investment Management | 459,008 | $791.8 萬 | 0.04% | −16,833−3.5% | 減碼 |
| CI Private Wealth, LLC | 471,726 | $815.1 萬 | 0.01% | −31,416−6.2% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 472,540 | $815.1 萬 | 0.07% | +472,540 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 479,642 | $827.4 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 490,442 | $846.1 萬 | 0.03% | +81,700+20.0% | 加碼 |
| CIBC Asset Management Inc | 491,896 | $848.5 萬 | 0.02% | +173,725+54.6% | 加碼 |
| KBC Group NV | 493,116 | $850.6 萬 | 0.02% | −177,863−26.5% | 減碼 |
| Viking Fund Management LLC | 500,000 | $862.5 萬 | 1.00% | −105,000−17.4% | 減碼 |
| State of Michigan Retirement System | 501,539 | $865.2 萬 | 0.04% | −17,500−3.4% | 減碼 |
| Czech National Bank | 505,169 | $871.4 萬 | 0.06% | +17,765+3.6% | 加碼 |
| Omni Event Management Ltd | 508,463 | $877.1 萬 | 0.68% | +508,463 | 新進 |
| Brown Advisory Inc | 514,061 | $886.8 萬 | 0.01% | −621,400−54.7% | 減碼 |
| HighTower Advisors, LLC | 523,599 | $903.2 萬 | 0.01% | −6,136,004−92.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 524,905 | $905.5 萬 | 0.51% | +59,245+12.7% | 加碼 |
| Arizona State Retirement System | 526,502 | $908.2 萬 | 0.05% | −34,861−6.2% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 527,871 | $910.6 萬 | 0.13% | +527,871 | 新進 |
| Swedbank AB | 544,111 | $938.6 萬 | 0.01% | +7,916+1.5% | 加碼 |
| Yousif Capital Management, LLC | 545,920 | $960.3 萬 | 0.11% | +17,762+3.4% | 加碼 |
| Omers Administration Corp | 560,804 | $967.4 萬 | 0.07% | 00.0% | 不變 |
| ICICI Prudential Asset Management Co Ltd | 568,560 | $980.8 萬 | 1.15% | +116,500+25.8% | 加碼 |
| Illinois Municipal Retirement Fund | 570,793 | $984.6 萬 | 0.12% | −71,981−11.2% | 減碼 |
| Public Employees Retirement System of Ohio | 571,971 | $986.6 萬 | 0.03% | −21,698−3.7% | 減碼 |
| Mariner, LLC | 578,669 | $998.2 萬 | 0.01% | +265,048+84.5% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 587,607 | $1,014 萬 | 0.05% | +1,150+0.2% | 加碼 |
| New York Life Investment Management LLC | 590,363 | $1,018 萬 | 0.09% | +308,172+109.2% | 加碼 |
| Jane Street Group, LLC | 595,069 | $1,026 萬 | 0.01% | −7,366,203−92.5% | 減碼 |
| MML Investors Services, LLC | 596,145 | $1,028 萬 | 0.03% | −117,121−16.4% | 減碼 |
| Readystate Asset Management LP | 598,124 | $1,032 萬 | 0.46% | +598,124 | 新進 |
| Petrus Trust Company, LTA | 599,912 | $1,035 萬 | 1.05% | −1,250,000−67.6% | 減碼 |
| Stifel Financial Corp | 611,506 | $1,055 萬 | 0.01% | −124,296−16.9% | 減碼 |
| Pinnacle Associates Ltd | 628,333 | $1,084 萬 | 0.14% | −16,435−2.5% | 減碼 |
| Willis Investment Counsel | 655,600 | $1,131 萬 | 0.58% | 00.0% | 不變 |
| Prudential PLC | 661,575 | $1,141 萬 | 0.09% | −6,668−1.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 661,691 | $1,141 萬 | 0.04% | −5,012−0.8% | 減碼 |
| Water Island Capital LLC | 690,191 | $1,191 萬 | 1.45% | +690,191 | 新進 |
| Jones Financial Companies LLLP | 703,007 | $1,213 萬 | 0.01% | +130,994+22.9% | 加碼 |
| Janney Montgomery Scott LLC | 703,897 | $1,214 萬 | 0.03% | −13,144−1.8% | 減碼 |
| Ingalls & Snyder LLC | 715,004 | $1,233 萬 | 0.45% | +120,015+20.2% | 加碼 |
| Mayar Capital Ltd. | 726,716 | $1,254 萬 | 17.02% | +262,000+56.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 729,365 | $1,257 萬 | 0.06% | +10,004+1.4% | 加碼 |
| TD Asset Management Inc | 728,772 | $1,257 萬 | 0.01% | +9,107+1.3% | 加碼 |
| CIBC World Markets Inc. | 744,290 | $1,284 萬 | 0.02% | +59,723+8.7% | 加碼 |
| Storebrand Asset Management AS | 777,514 | $1,341 萬 | 0.04% | −582,146−42.8% | 減碼 |
| Point72 Asset Management, L.P. | 779,844 | $1,345 萬 | 0.02% | +643,271+471.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 783,684 | $1,352 萬 | 0.03% | −11,718−1.5% | 減碼 |
| Villere St Denis J & Co LLC | 786,138 | $1,356 萬 | 1.36% | +104,598+15.3% | 加碼 |
| Treasurer of the State of North Carolina | 796,210 | $1,374 萬 | 0.04% | −58,173−6.8% | 減碼 |
| Asset Management One Co.,Ltd. | 807,032 | $1,387 萬 | 0.04% | +7,435+0.9% | 加碼 |
| Renaissance Capital LLC | 816,718 | $1,409 萬 | 10.15% | −163,718−16.7% | 減碼 |
| Nomura Holdings Inc | 829,579 | $1,431 萬 | 0.04% | +402,894+94.4% | 加碼 |
| Quantinno Capital Management LP | 843,932 | $1,456 萬 | 0.03% | +400,946+90.5% | 加碼 |
| Skba Capital Management LLC | 845,115 | $1,458 萬 | 2.07% | −660−0.1% | 減碼 |
| APG Asset Management N.V. | 997,820 | $1,466 萬 | 0.04% | −125,080−11.1% | 減碼 |
| Stansberry Asset Management, LLC | 866,021 | $1,494 萬 | 1.51% | +651,895+304.4% | 加碼 |
| LPL Financial LLC | 870,457 | $1,502 萬 | 0.00% | −161,686−15.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 875,000 | $1,509 萬 | 0.03% | +833,000+1,983.3% | 加碼 |
| Troy Asset Management Ltd | 882,485 | $1,522 萬 | 0.39% | −9,603−1.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 900,000 | $1,553 萬 | 0.22% | +20,000+2.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 907,987 | $1,570 萬 | 0.11% | +694,784+325.9% | 加碼 |
| Zuckerman Investment Group, LLC | 936,091 | $1,615 萬 | 1.44% | −444,175−32.2% | 減碼 |
| Capula Management Ltd | 945,618 | $1,631 萬 | 0.11% | +945,618 | 新進 |
| PFA Pension, Forsikringsaktieselskab | 944,278 | $1,636 萬 | 0.05% | +944,278 | 新進 |
| Prudential Financial Inc | 964,404 | $1,664 萬 | 0.02% | −128,877−11.8% | 減碼 |
| TIG Advisors, LLC | 966,502 | $1,667 萬 | 0.80% | +966,502 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 971,306 | $1,676 萬 | 0.05% | −8,089−0.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 993,448 | $1,714 萬 | 0.05% | +993,448 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 991,378 | $1,715 萬 | 0.03% | −116,980−10.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 998,683 | $1,723 萬 | 0.02% | +275,754+38.1% | 加碼 |
| Rbo & Co LLC | 1,004,502 | $1,733 萬 | 2.76% | −1250.0% | 減碼 |
| State of Wisconsin Investment Board | 1,004,844 | $1,733 萬 | 0.04% | −42,364−4.0% | 減碼 |
| Handelsbanken Fonder AB | 1,034,460 | $1,784 萬 | 0.05% | +100,992+10.8% | 加碼 |