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。
2026 年第 1 季 13F 持有人
Kenvue Inc. 在 2026/3/31 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
- 1,019
- 較 2025 年第 4 季 −13 家
- 持有股數
- 17.5 億
- 較 2025 年第 4 季 +2.33 億 (+15.4%)
- 總市值
- $301.1 億
- 較 2025 年第 4 季 +$40.2 億 (+15.4%)
- 新進機構
- 126
- 另有 424 家加碼
- 清倉機構
- 139
- 另有 332 家減碼
另有 17 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Motley Fool Wealth Management, LLC | 187,764 | $323.7 萬 | 0.37% | −67,927−26.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 189,077 | $326.0 萬 | 0.01% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 189,607 | $326.8 萬 | 0.04% | −1,720−0.9% | 減碼 |
| Jane Street Group, LLC | 190,275 | $328.0 萬 | 0.00% | −404,794−68.0% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 191,355 | $329.9 萬 | 0.78% | +1,770+0.9% | 加碼 |
| UniSuper Management Pty Ltd | 195,418 | $336.9 萬 | 0.02% | −5,751−2.9% | 減碼 |
| Nordea Investment Management AB | 198,590 | $337.5 萬 | 0.00% | +8,177+4.3% | 加碼 |
| Levin Capital Strategies, L.P. | 196,036 | $338.0 萬 | 0.26% | +154,279+369.5% | 加碼 |
| Kinloch Capital, LLC | 198,406 | $342.1 萬 | 1.39% | +76,518+62.8% | 加碼 |
| OP Asset Management Ltd | 199,423 | $343.8 萬 | 0.04% | −14,621−6.8% | 減碼 |
| American Assets Investment Management, LLC | 200,000 | $344.8 萬 | 0.23% | 00.0% | 不變 |
| Aequim Alternative Investments LP | 200,000 | $344.8 萬 | 0.07% | +200,000 | 新進 |
| Allstate Corp | 201,020 | $346.6 萬 | 0.04% | +60,120+42.7% | 加碼 |
| Greenland Capital Management LP | 201,087 | $346.7 萬 | 0.69% | +50,000+33.1% | 加碼 |
| Mutual of America Capital Management LLC | 203,422 | $350.7 萬 | 0.04% | −1,935−0.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 204,170 | $352.0 萬 | 0.00% | +7,841+4.0% | 加碼 |
| Itau Unibanco Holding S.A. | 204,600 | $352.7 萬 | 0.08% | +25,000+13.9% | 加碼 |
| Kennon-Green & Company, LLC | 212,291 | $366.0 萬 | 3.00% | −11,445−5.1% | 減碼 |
| Scotia Capital Inc. | 217,433 | $374.9 萬 | 0.02% | +4,220+2.0% | 加碼 |
| Huber Capital Management LLC | 219,000 | $377.6 萬 | 0.58% | −81,894−27.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 219,433 | $378.3 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 220,143 | $379.5 萬 | 0.10% | +56,361+34.4% | 加碼 |
| Glazer Capital, LLC | 223,839 | $385.9 萬 | 0.08% | +89,412+66.5% | 加碼 |
| BTG Pactual Asset Management US LLC | 223,921 | $386.0 萬 | 0.38% | +223,921 | 新進 |
| Guggenheim Capital LLC | 223,940 | $386.1 萬 | 0.03% | +11,027+5.2% | 加碼 |
| Yakira Capital Management, Inc. | 228,684 | $394.3 萬 | 1.15% | +180,827+377.8% | 加碼 |
| JustInvest LLC | 229,372 | $395.4 萬 | 0.04% | +16,798+7.9% | 加碼 |
| Macquarie Group Ltd | 229,412 | $395.5 萬 | 0.02% | −129,928−36.2% | 減碼 |
| Voleon Capital Management LP | 229,885 | $396.3 萬 | 0.09% | +229,885 | 新進 |
| Butensky & Cohen Financial Security, Inc | 229,961 | $396.5 萬 | 1.04% | +6,733+3.0% | 加碼 |
| Generali Asset Management SPA SGR | 234,904 | $405.0 萬 | 0.08% | +70,876+43.2% | 加碼 |
| Wolverine Asset Management LLC | 235,613 | $406.2 萬 | 0.06% | +92,735+64.9% | 加碼 |
| HF Advisory Group, LLC | 239,546 | $413.0 萬 | 1.41% | +9,388+4.1% | 加碼 |
| Cetera Investment Advisers | 241,189 | $415.8 萬 | 0.00% | −78,966−24.7% | 減碼 |
| Drystone LLC | 242,705 | $418.4 萬 | 3.77% | −699−0.3% | 減碼 |
| Caisse des Depots Et Consignations | 247,007 | $425.8 萬 | 0.07% | −71,093−22.3% | 減碼 |
| Nissay Asset Management Corp | 247,116 | $426.0 萬 | 0.02% | +3,070+1.3% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 247,165 | $426.1 萬 | 0.62% | +12,501+5.3% | 加碼 |
| Commonwealth Equity Services, LLC | 247,896 | $427.4 萬 | 0.01% | +4,980+2.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 250,000 | $431.0 萬 | 0.10% | −166,726−40.0% | 減碼 |
| Ethic Inc. | 251,970 | $434.4 萬 | 0.07% | +3,566+1.4% | 加碼 |
| P Schoenfeld Asset Management LP | 256,200 | $441.7 萬 | 3.51% | +128,000+99.8% | 加碼 |
| Cardinal Point Capital Management, ULC | 257,127 | $443.3 萬 | 0.27% | −46,563−15.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 257,120 | $443.3 萬 | 0.03% | −22,880−8.2% | 減碼 |
| Sanctuary Advisors, LLC | 258,067 | $444.9 萬 | 0.02% | −14,968−5.5% | 減碼 |
| Lido Advisors, LLC | 260,711 | $449.5 萬 | 0.02% | +29,986+13.0% | 加碼 |
| Great Lakes Advisors, LLC | 262,179 | $452.0 萬 | 0.04% | +16,243+6.6% | 加碼 |
| British Columbia Investment Management Corp | 264,039 | $455.2 萬 | 0.03% | −76,097−22.4% | 減碼 |
| Avanza Fonder AB | 271,977 | $468.9 萬 | 0.13% | −3,264−1.2% | 減碼 |
| Brookstone Capital Management | 275,470 | $474.9 萬 | 0.05% | +15,767+6.1% | 加碼 |
| Rakuten Investment Management, Inc. | 287,790 | $496.1 萬 | 0.01% | +32,402+12.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 291,350 | $502.3 萬 | 0.04% | 00.0% | 不變 |
| Trajan Wealth LLC | 292,288 | $503.9 萬 | 0.21% | +36,709+14.4% | 加碼 |
| Viking Fund Management LLC | 300,000 | $517.2 萬 | 0.53% | −200,000−40.0% | 減碼 |
| TPG GP A, LLC | 300,000 | $517.2 萬 | 0.14% | +300,000 | 新進 |
| NEOS Investment Management LLC | 301,874 | $520.4 萬 | 0.03% | +13,125+4.5% | 加碼 |
| State of Tennessee, Treasury Department | 303,655 | $523.5 萬 | 0.02% | +91,077+42.8% | 加碼 |
| Public Sector Pension Investment Board | 308,458 | $531.8 萬 | 0.02% | −2,138,909−87.4% | 減碼 |
| Utah Retirement Systems | 308,892 | $532.5 萬 | 0.05% | −6,124−1.9% | 減碼 |
| Bleakley Financial Group, LLC | 309,109 | $532.9 萬 | 0.08% | +30,702+11.0% | 加碼 |
| Natixis Advisors, L.P. | 318,623 | $549.3 萬 | 0.01% | +22,575+7.6% | 加碼 |
| Xponance, Inc. | 320,080 | $551.8 萬 | 0.04% | +45,043+16.4% | 加碼 |
| Azzad Asset Management Inc | 320,471 | $552.5 萬 | 0.56% | +3,222+1.0% | 加碼 |
| Prelude Capital Management, LLC | 326,774 | $563.4 萬 | 0.43% | −34,082−9.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 328,374 | $566.1 萬 | 0.05% | +7,096+2.2% | 加碼 |
| Westchester Capital Management, LLC | 331,350 | $571.2 萬 | 0.28% | +298,150+898.0% | 加碼 |
| Mackenzie Financial Corp | 340,474 | $587.0 萬 | 0.01% | −6,313−1.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 343,571 | $592.3 萬 | 0.07% | +35,550+11.5% | 加碼 |
| Amalgamated Bank | 346,062 | $596.6 萬 | 0.05% | −12,284−3.4% | 減碼 |
| Janus Henderson Group PLC | 351,873 | $606.5 萬 | 0.00% | +110,155+45.6% | 加碼 |
| Daiwa Securities Group Inc. | 353,491 | $609.4 萬 | 0.02% | +16,157+4.8% | 加碼 |
| Wealthfront Advisers LLC | 354,075 | $610.4 萬 | 0.01% | +47,362+15.4% | 加碼 |
| Cerity Partners LLC | 360,204 | $621.0 萬 | 0.01% | +116,296+47.7% | 加碼 |
| CIBC World Markets Inc. | 363,448 | $626.6 萬 | 0.01% | −380,842−51.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 371,995 | $641.3 萬 | 0.01% | +40,912+12.4% | 加碼 |
| Saybrook Capital | 376,920 | $649.8 萬 | 1.75% | −9,768−2.5% | 減碼 |
| Voya Investment Management LLC | 377,286 | $650.4 萬 | 0.01% | −807−0.2% | 減碼 |
| Swiss Life Asset Management Ltd | 377,376 | $650.6 萬 | 0.03% | −58,523−13.4% | 減碼 |
| Advisor Group Holdings, Inc. | 380,152 | $655.4 萬 | 0.01% | −49,124−11.4% | 減碼 |
| ExodusPoint Capital Management, LP | 389,138 | $670.9 萬 | 0.07% | −702,734−64.4% | 減碼 |
| SEI Investments Co | 392,296 | $676.3 萬 | 0.01% | −55,003−12.3% | 減碼 |
| USS Investment Management Ltd | 395,958 | $682.4 萬 | 0.03% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 396,701 | $683.9 萬 | 0.06% | +4,999+1.3% | 加碼 |
| Glenmede Trust Co NA | 401,685 | $692.5 萬 | 0.03% | −53,193−11.7% | 減碼 |
| Sienna Gestion | 402,391 | $698.8 萬 | 0.46% | +402,391 | 新進 |
| Retirement Systems of Alabama | 406,878 | $701.5 萬 | 0.02% | −677−0.2% | 減碼 |
| CIBC Bancorp USA Inc. | 416,478 | $718.0 萬 | 0.01% | +416,478 | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 418,760 | $721.9 萬 | 0.07% | −53,780−11.4% | 減碼 |
| DnB Asset Management AS | 425,061 | $732.8 萬 | 0.03% | +11,460+2.8% | 加碼 |
| HighTower Advisors, LLC | 433,342 | $747.1 萬 | 0.01% | −90,257−17.2% | 減碼 |
| South Dakota Investment Council | 437,353 | $754.0 萬 | 0.14% | 00.0% | 不變 |
| SEB Asset Management AB | 437,872 | $754.9 萬 | 0.03% | +437,872 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 440,373 | $759.2 萬 | 0.04% | +177,238+67.4% | 加碼 |
| Engineers Gate Manager LP | 440,798 | $759.9 萬 | 0.09% | +221,841+101.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 446,321 | $769.5 萬 | 0.04% | +695+0.2% | 加碼 |
| MetLife Investment Management | 447,438 | $771.4 萬 | 0.04% | −11,570−2.5% | 減碼 |
| Point72 Asset Management, L.P. | 461,257 | $795.2 萬 | 0.01% | −318,587−40.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 467,601 | $806.1 萬 | 0.00% | +23,379+5.3% | 加碼 |
| Cresset Asset Management, LLC | 468,751 | $808.1 萬 | 0.03% | +309,849+195.0% | 加碼 |
| Baird Financial Group, Inc. | 469,309 | $809.1 萬 | 0.01% | +64,318+15.9% | 加碼 |