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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,898,662 | $3,275 萬 | 0.01% | −445,997−19.0% | 減碼 |
| Susquehanna International Group, LLP | 1,892,951 | $3,265 萬 | 0.04% | −10,831,369−85.1% | 減碼 |
| Gotham Asset Management, LLC | 1,881,288 | $3,245 萬 | 0.12% | +863,369+84.8% | 加碼 |
| Allianz Asset Management GmbH | 1,814,027 | $3,129 萬 | 0.04% | +1,767,778+3,822.3% | 加碼 |
| Empyrean Capital Partners, LP | 1,732,000 | $2,988 萬 | 1.04% | +1,732,000 | 新進 |
| Tocqueville Asset Management L.P. | 1,728,143 | $2,981 萬 | 0.44% | +1,487,005+616.7% | 加碼 |
| Compass Rose Asset Management, LP | 1,695,000 | $2,924 萬 | 9.42% | +1,415,000+505.4% | 加碼 |
| Saturna Capital CORP | 1,676,887 | $2,893 萬 | 0.38% | −41,820−2.4% | 減碼 |
| Natixis | 1,673,815 | $2,887 萬 | 0.11% | −3,604,507−68.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,667,080 | $2,876 萬 | 0.05% | −104,370−5.9% | 減碼 |
| Alberta Investment Management Corp | 1,661,616 | $2,866 萬 | 0.17% | +554,900+50.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,656,463 | $2,862 萬 | 0.02% | −303,860−15.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,658,034 | $2,860 萬 | 0.07% | +1,508,024+1,005.3% | 加碼 |
| Keybank National Association | 1,627,412 | $2,807 萬 | 0.10% | −3,001,527−64.8% | 減碼 |
| Raymond James Financial Inc | 1,597,391 | $2,755 萬 | 0.01% | −197,746−11.0% | 減碼 |
| MUFG Securities EMEA plc | 1,594,763 | $2,751 萬 | 0.32% | +1,481,031+1,302.2% | 加碼 |
| Capital Research Global Investors | 1,592,321 | $2,747 萬 | 0.01% | +14,100+0.9% | 加碼 |
| Ameriprise Financial Inc | 1,572,348 | $2,713 萬 | 0.01% | −1,865,309−54.3% | 減碼 |
| Aviva PLC | 1,535,228 | $2,648 萬 | 0.04% | +41,501+2.8% | 加碼 |
| Quinn Opportunity Partners LLC | 1,507,627 | $2,601 萬 | 1.13% | +1,389,127+1,172.3% | 加碼 |
| Canyon Capital Advisors LLC | 1,500,000 | $2,588 萬 | 3.40% | +1,500,000 | 新進 |
| Alps Advisors Inc | 1,472,224 | $2,540 萬 | 0.15% | +1,447,336+5,815.4% | 加碼 |
| New York State Teachers Retirement System | 1,465,972 | $2,529 萬 | 0.05% | −52,939−3.5% | 減碼 |
| Sio Capital Management, LLC | 1,465,442 | $2,528 萬 | 4.19% | +621,442+73.6% | 加碼 |
| Credit Agricole S A | 1,436,805 | $2,478 萬 | 0.07% | +733,836+104.4% | 加碼 |
| Standard Life Aberdeen plc | 1,403,475 | $2,421 萬 | 0.04% | −7,905−0.6% | 減碼 |
| Sender Co & Partners, Inc. | 1,302,471 | $2,247 萬 | 12.80% | +395,796+43.7% | 加碼 |
| Bank of Nova Scotia | 1,298,982 | $2,241 萬 | 0.03% | +766,757+144.1% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,297,059 | $2,237 萬 | 2.51% | −74,827−5.5% | 減碼 |
| Franklin Resources Inc | 1,288,332 | $2,222 萬 | 0.01% | −4,968,550−79.4% | 減碼 |
| 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 |
| Sand Grove Capital Management LLP | 1,270,766 | $2,192 萬 | 7.43% | +1,270,766 | 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 |
| 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 |
| KLP Kapitalforvaltning AS | 1,222,146 | $2,108 萬 | 0.08% | +293,700+31.6% | 加碼 |
| Danske Bank A/S | 1,189,290 | $2,052 萬 | 0.05% | +46,800+4.1% | 加碼 |
| Ensign Peak Advisors, Inc | 1,178,558 | $2,033 萬 | 0.04% | +880,876+295.9% | 加碼 |
| Highbridge Capital Management LLC | 1,174,353 | $2,026 萬 | 0.94% | +1,174,353 | 新進 |
| Korea Investment CORP | 1,173,021 | $2,023 萬 | 0.04% | −1,351,440−53.5% | 減碼 |
| Russell Investments Group, Ltd. | 1,164,162 | $2,010 萬 | 0.02% | +172,829+17.4% | 加碼 |
| Toronto Dominion Bank | 1,143,182 | $1,972 萬 | 0.03% | −368,042−24.4% | 減碼 |
| Teacher Retirement System of Texas | 1,138,508 | $1,964 萬 | 0.07% | +842,252+284.3% | 加碼 |
| Ofi Invest Asset Management | 1,323,336 | $1,946 萬 | 0.28% | +1,323,336 | 新進 |
| Pictet Asset Management Holding SA | 1,098,669 | $1,895 萬 | 0.02% | −70,627−6.0% | 減碼 |
| ExodusPoint Capital Management, LP | 1,091,872 | $1,883 萬 | 0.21% | +736,046+206.9% | 加碼 |
| Woodline Partners LP | 1,083,993 | $1,870 萬 | 0.07% | −503,585−31.7% | 減碼 |
| New York State Common Retirement Fund | 1,034,540 | $1,785 萬 | 0.02% | +7,200+0.7% | 加碼 |
| Handelsbanken Fonder AB | 1,034,460 | $1,784 萬 | 0.05% | +100,992+10.8% | 加碼 |
| State of Wisconsin Investment Board | 1,004,844 | $1,733 萬 | 0.04% | −42,364−4.0% | 減碼 |
| Rbo & Co LLC | 1,004,502 | $1,733 萬 | 2.76% | −1250.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 998,683 | $1,723 萬 | 0.02% | +275,754+38.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 991,378 | $1,715 萬 | 0.03% | −116,980−10.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 993,448 | $1,714 萬 | 0.05% | +993,448 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 971,306 | $1,676 萬 | 0.05% | −8,089−0.8% | 減碼 |
| TIG Advisors, LLC | 966,502 | $1,667 萬 | 0.80% | +966,502 | 新進 |
| Prudential Financial Inc | 964,404 | $1,664 萬 | 0.02% | −128,877−11.8% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 944,278 | $1,636 萬 | 0.05% | +944,278 | 新進 |
| Capula Management Ltd | 945,618 | $1,631 萬 | 0.11% | +945,618 | 新進 |
| Zuckerman Investment Group, LLC | 936,091 | $1,615 萬 | 1.44% | −444,175−32.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 907,987 | $1,570 萬 | 0.11% | +694,784+325.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 900,000 | $1,553 萬 | 0.22% | +20,000+2.3% | 加碼 |
| Troy Asset Management Ltd | 882,485 | $1,522 萬 | 0.39% | −9,603−1.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 875,000 | $1,509 萬 | 0.03% | +833,000+1,983.3% | 加碼 |
| LPL Financial LLC | 870,457 | $1,502 萬 | 0.00% | −161,686−15.7% | 減碼 |
| Stansberry Asset Management, LLC | 866,021 | $1,494 萬 | 1.51% | +651,895+304.4% | 加碼 |
| APG Asset Management N.V. | 997,820 | $1,466 萬 | 0.04% | −125,080−11.1% | 減碼 |
| Skba Capital Management LLC | 845,115 | $1,458 萬 | 2.07% | −660−0.1% | 減碼 |
| Quantinno Capital Management LP | 843,932 | $1,456 萬 | 0.03% | +400,946+90.5% | 加碼 |
| Nomura Holdings Inc | 829,579 | $1,431 萬 | 0.04% | +402,894+94.4% | 加碼 |
| Renaissance Capital LLC | 816,718 | $1,409 萬 | 10.15% | −163,718−16.7% | 減碼 |
| Asset Management One Co.,Ltd. | 807,032 | $1,387 萬 | 0.04% | +7,435+0.9% | 加碼 |
| Treasurer of the State of North Carolina | 796,210 | $1,374 萬 | 0.04% | −58,173−6.8% | 減碼 |
| Villere St Denis J & Co LLC | 786,138 | $1,356 萬 | 1.36% | +104,598+15.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 783,684 | $1,352 萬 | 0.03% | −11,718−1.5% | 減碼 |
| Point72 Asset Management, L.P. | 779,844 | $1,345 萬 | 0.02% | +643,271+471.0% | 加碼 |
| Storebrand Asset Management AS | 777,514 | $1,341 萬 | 0.04% | −582,146−42.8% | 減碼 |
| CIBC World Markets Inc. | 744,290 | $1,284 萬 | 0.02% | +59,723+8.7% | 加碼 |
| TD Asset Management Inc | 728,772 | $1,257 萬 | 0.01% | +9,107+1.3% | 加碼 |
| Resona Asset Management Co.,Ltd. | 729,365 | $1,257 萬 | 0.06% | +10,004+1.4% | 加碼 |
| Mayar Capital Ltd. | 726,716 | $1,254 萬 | 17.02% | +262,000+56.4% | 加碼 |
| Ingalls & Snyder LLC | 715,004 | $1,233 萬 | 0.45% | +120,015+20.2% | 加碼 |
| Janney Montgomery Scott LLC | 703,897 | $1,214 萬 | 0.03% | −13,144−1.8% | 減碼 |
| Jones Financial Companies LLLP | 703,007 | $1,213 萬 | 0.01% | +130,994+22.9% | 加碼 |
| Water Island Capital LLC | 690,191 | $1,191 萬 | 1.45% | +690,191 | 新進 |
| State of New Jersey Common Pension Fund D | 661,691 | $1,141 萬 | 0.04% | −5,012−0.8% | 減碼 |
| Prudential PLC | 661,575 | $1,141 萬 | 0.09% | −6,668−1.0% | 減碼 |
| Willis Investment Counsel | 655,600 | $1,131 萬 | 0.58% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 628,333 | $1,084 萬 | 0.14% | −16,435−2.5% | 減碼 |
| Stifel Financial Corp | 611,506 | $1,055 萬 | 0.01% | −124,296−16.9% | 減碼 |
| Petrus Trust Company, LTA | 599,912 | $1,035 萬 | 1.05% | −1,250,000−67.6% | 減碼 |
| Readystate Asset Management LP | 598,124 | $1,032 萬 | 0.46% | +598,124 | 新進 |
| MML Investors Services, LLC | 596,145 | $1,028 萬 | 0.03% | −117,121−16.4% | 減碼 |
| Jane Street Group, LLC | 595,069 | $1,026 萬 | 0.01% | −7,366,203−92.5% | 減碼 |
| New York Life Investment Management LLC | 590,363 | $1,018 萬 | 0.09% | +308,172+109.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 587,607 | $1,014 萬 | 0.05% | +1,150+0.2% | 加碼 |
| Mariner, LLC | 578,669 | $998.2 萬 | 0.01% | +265,048+84.5% | 加碼 |
| Public Employees Retirement System of Ohio | 571,971 | $986.6 萬 | 0.03% | −21,698−3.7% | 減碼 |
| Illinois Municipal Retirement Fund | 570,793 | $984.6 萬 | 0.12% | −71,981−11.2% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 568,560 | $980.8 萬 | 1.15% | +116,500+25.8% | 加碼 |