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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 225,399 | $388.8 萬 | 0.01% | +34,099+17.8% | 加碼 |
| Capital Fund Management S.A. | 223,987 | $386.4 萬 | 0.04% | −1,016,455−81.9% | 減碼 |
| Kennon-Green & Company, LLC | 223,736 | $385.9 萬 | 3.07% | +1,787+0.8% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 223,228 | $385.1 萬 | 1.04% | +9,704+4.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 219,433 | $378.5 萬 | 0.05% | +1000.0% | 加碼 |
| Engineers Gate Manager LP | 218,957 | $377.7 萬 | 0.04% | −925,672−80.9% | 減碼 |
| State of Tennessee, Treasury Department | 212,578 | $369.9 萬 | 0.01% | −5,728−2.6% | 減碼 |
| OP Asset Management Ltd | 214,044 | $369.2 萬 | 0.04% | +6,754+3.3% | 加碼 |
| Scotia Capital Inc. | 213,213 | $367.8 萬 | 0.01% | +942+0.4% | 加碼 |
| Guggenheim Capital LLC | 212,913 | $367.3 萬 | 0.03% | −28,839−11.9% | 減碼 |
| JustInvest LLC | 212,574 | $366.7 萬 | 0.04% | +22,614+11.9% | 加碼 |
| FNY Investment Advisers, LLC | 209,659 | $361.6 萬 | 1.03% | +58,934+39.1% | 加碼 |
| Mutual of America Capital Management LLC | 205,357 | $354.2 萬 | 0.04% | −2,310−1.1% | 減碼 |
| UniSuper Management Pty Ltd | 201,169 | $347.0 萬 | 0.02% | −634,256−75.9% | 減碼 |
| Twin Tree Management, LP | 200,608 | $346.0 萬 | 0.35% | −294,628−59.5% | 減碼 |
| American Assets Investment Management, LLC | 200,000 | $345.0 萬 | 0.24% | +100,000+100.0% | 加碼 |
| Clarkston Capital Partners, LLC | 198,340 | $342.1 萬 | 0.08% | −1,133,313−85.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 196,329 | $338.7 萬 | 0.01% | +22,905+13.2% | 加碼 |
| Bridgewater Associates, LP | 196,115 | $338.3 萬 | 0.01% | +75,162+62.1% | 加碼 |
| Truist Financial Corp | 196,070 | $338.2 萬 | 0.00% | −148,494−43.1% | 減碼 |
| Nine Masts Capital Ltd | 193,863 | $334.4 萬 | 0.58% | +193,863 | 新進 |
| Jain Global LLC | 192,772 | $332.5 萬 | 0.03% | +192,772 | 新進 |
| State of Alaska, Department of Revenue | 191,327 | $330.0 萬 | 0.04% | −15,725−7.6% | 減碼 |
| Nordea Investment Management AB | 190,413 | $329.9 萬 | 0.00% | +2,228+1.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 189,585 | $327.0 萬 | 0.75% | −1,175−0.6% | 減碼 |
| Bradley Foster & Sargent Inc | 189,293 | $326.5 萬 | 0.05% | −56,943−23.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 189,077 | $326.2 萬 | 0.01% | −66,734−26.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 187,853 | $324.0 萬 | 0.07% | +35,327+23.2% | 加碼 |
| Corbyn Investment Management Inc | 185,538 | $320.1 萬 | 0.94% | −11,655−5.9% | 減碼 |
| Jacobs & Co | 183,638 | $316.7 萬 | 0.30% | −69,979−27.6% | 減碼 |
| Itau Unibanco Holding S.A. | 179,600 | $311.2 萬 | 0.08% | +167,030+1,328.8% | 加碼 |
| Aigen Investment Management, LP | 179,042 | $308.8 萬 | 0.71% | +66,052+58.5% | 加碼 |
| Winslow Asset Management Inc | 178,181 | $307.4 萬 | 0.57% | +6,231+3.6% | 加碼 |
| Pacer Advisors, Inc. | 175,320 | $302.4 萬 | 0.01% | +12,338+7.6% | 加碼 |
| Morningstar Investment Management LLC | 174,656 | $301.3 萬 | 0.18% | −694,829−79.9% | 減碼 |
| Marathon Trading Investment Management LLC | 174,088 | $300.3 萬 | 0.36% | +156,188+872.6% | 加碼 |
| Kestra Advisory Services, LLC | 173,807 | $299.8 萬 | 0.01% | +6,998+4.2% | 加碼 |
| Neuberger Berman Group LLC | 172,728 | $298.0 萬 | 0.00% | −1,853,409−91.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 169,489 | $292.4 萬 | 0.03% | −13,424−7.3% | 減碼 |
| Polar Asset Management Partners Inc. | 169,239 | $291.9 萬 | 0.06% | +169,239 | 新進 |
| Generali Asset Management SPA SGR | 164,028 | $282.9 萬 | 0.06% | +7,113+4.5% | 加碼 |
| Snowden Capital Advisors LLC | 163,782 | $282.5 萬 | 0.07% | −38,257−18.9% | 減碼 |
| Investment Management Corp of Ontario | 161,750 | $279.0 萬 | 0.04% | +39,812+32.6% | 加碼 |
| Cumberland Partners Ltd | 161,370 | $278.4 萬 | 0.17% | +161,370 | 新進 |
| Rafferty Asset Management, LLC | 160,446 | $276.8 萬 | 0.01% | −3,104−1.9% | 減碼 |
| Empowered Funds, LLC | 159,445 | $275.0 萬 | 0.05% | −311,652−66.2% | 減碼 |
| Cresset Asset Management, LLC | 158,902 | $274.1 萬 | 0.01% | −12,072−7.1% | 減碼 |
| Carmignac Gestion | 157,574 | $271.8 萬 | 0.04% | +157,574 | 新進 |
| ArrowMark Colorado Holdings LLC | 156,757 | $270.4 萬 | 0.06% | −28,800−15.5% | 減碼 |
| Stephens Inc | 154,779 | $267.0 萬 | 0.03% | −29,261−15.9% | 減碼 |
| Leo Wealth, LLC | 153,995 | $265.6 萬 | 0.19% | +1,749+1.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 152,667 | $263.4 萬 | 0.01% | +14,350+10.4% | 加碼 |
| Greenland Capital Management LP | 151,087 | $260.6 萬 | 0.38% | +151,087 | 新進 |
| Intech Investment Management LLC | 151,071 | $260.6 萬 | 0.02% | −93,148−38.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 150,355 | $259.3 萬 | 0.02% | 00.0% | 不變 |
| Ceera Investments, LLC | 150,249 | $259.2 萬 | 1.00% | +85,205+131.0% | 加碼 |
| Mint Tower Capital Management B.V. | 150,000 | $258.8 萬 | 0.33% | +150,000 | 新進 |
| Murchinson Ltd. | 150,000 | $258.8 萬 | 1.39% | +150,000 | 新進 |
| Slotnik Capital, LLC | 150,000 | $258.8 萬 | 0.71% | +150,000 | 新進 |
| Nisa Investment Advisors, LLC | 149,958 | $258.7 萬 | 0.01% | −8,674−5.5% | 減碼 |
| Rockefeller Capital Management L.P. | 148,932 | $256.9 萬 | 0.00% | −486,217−76.6% | 減碼 |
| Canada Post Corp Registered Pension Plan | 144,761 | $249.7 萬 | 0.10% | +9,705+7.2% | 加碼 |
| Caption Management, LLC | 144,000 | $248.4 萬 | 0.11% | +9,300+6.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 143,160 | $247.0 萬 | 0.00% | −8,146−5.4% | 減碼 |
| Wolverine Asset Management LLC | 142,878 | $246.5 萬 | 0.04% | +142,878 | 新進 |
| Alpha Omega Wealth Management LLC | 142,619 | $246.0 萬 | 0.41% | −167,069−53.9% | 減碼 |
| Cohen Capital Management, Inc. | 141,900 | $244.8 萬 | 0.37% | +141,900 | 新進 |
| GWM Advisors LLC | 141,851 | $244.7 萬 | 0.01% | +32,041+29.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 141,056 | $243.3 萬 | 0.02% | +3,667+2.7% | 加碼 |
| Alley Investment Management Company, LLC | 140,947 | $243.1 萬 | 0.28% | −7,855−5.3% | 減碼 |
| Allstate Corp | 140,900 | $243.1 萬 | 0.03% | +69,944+98.6% | 加碼 |
| West Michigan Advisors, LLC | 140,446 | $242.3 萬 | 0.56% | +6,699+5.0% | 加碼 |
| Mizuho Securities USA LLC | 139,496 | $242.0 萬 | 0.04% | −276−0.2% | 減碼 |
| Brinker Capital Investments, LLC | 138,897 | $239.6 萬 | 0.02% | −20,836−13.0% | 減碼 |
| Nomura Asset Management International Inc. | 136,675 | $235.8 萬 | 0.00% | +136,675 | 新進 |
| Infrastructure Capital Advisors, LLC | 136,259 | $235.0 萬 | 0.26% | +110,819+435.6% | 加碼 |
| Captrust Financial Advisors | 135,684 | $234.1 萬 | 0.00% | −84,002−38.2% | 減碼 |
| Glazer Capital, LLC | 134,427 | $231.9 萬 | 0.06% | +134,427 | 新進 |
| Callahan Advisors, LLC | 134,405 | $231.8 萬 | 0.19% | +53,882+66.9% | 加碼 |
| M&T Bank Corp | 133,296 | $229.9 萬 | 0.01% | +59,311+80.2% | 加碼 |
| Los Angeles Capital Management LLC | 160,814 | $229.0 萬 | 0.01% | +35,263+28.1% | 加碼 |
| Claret Asset Management Corp | 130,727 | $225.5 萬 | 0.26% | −2,810−2.1% | 減碼 |
| Lighthouse Investment Partners, LLC | 129,514 | $223.4 萬 | 0.07% | +129,514 | 新進 |
| Candriam Luxembourg S.C.A. | 128,380 | $221.5 萬 | 0.01% | −18,474−12.6% | 減碼 |
| P Schoenfeld Asset Management LP | 128,200 | $221.1 萬 | 1.08% | +128,200 | 新進 |
| Oppenheimer & Co Inc | 127,811 | $220.5 萬 | 0.03% | −124,355−49.3% | 減碼 |
| Kempner Capital Management Inc. | 125,211 | $215.5 萬 | 2.04% | −8,003−6.0% | 減碼 |
| Mill Creek Capital Advisors, LLC | 124,213 | $214.3 萬 | 0.04% | +701+0.6% | 加碼 |
| CIBRA Capital Ltd | 124,000 | $213.9 萬 | 3.67% | +124,000 | 新進 |
| STRS Ohio | 123,620 | $213.2 萬 | 0.01% | −400,919−76.4% | 減碼 |
| FIL Ltd | 123,424 | $212.9 萬 | 0.00% | +79,649+182.0% | 加碼 |
| Commerce Bank | 122,886 | $212.0 萬 | 0.01% | −8,417−6.4% | 減碼 |
| Credit Industriel Et Commercial | 122,500 | $211.3 萬 | 0.31% | +122,500 | 新進 |
| US Bancorp | 121,937 | $210.3 萬 | 0.00% | −26,503−17.9% | 減碼 |
| Kinloch Capital, LLC | 121,888 | $210.3 萬 | 0.91% | −32,327−21.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 120,452 | $207.8 萬 | 0.01% | +56,612+88.7% | 加碼 |
| Kentucky Retirement Systems | 119,306 | $205.8 萬 | 0.06% | 00.0% | 不變 |
| Park Avenue Securities LLC | 119,278 | $205.8 萬 | 0.02% | −42,913−26.5% | 減碼 |
| Schroder Investment Management Group | 117,109 | $202.9 萬 | 0.00% | −22,784−16.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 117,592 | $202.8 萬 | 0.02% | −11,305−8.8% | 減碼 |