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 |
|---|---|---|---|---|---|
| Oak Family Advisors, LLC | 471,239 | $812.4 萬 | 2.50% | +123,214+35.4% | 加碼 |
| Eurizon Capital SGR S.p.A. | 478,823 | $825.6 萬 | 0.03% | −514,625−51.8% | 減碼 |
| Colony Group, LLC | 478,984 | $825.8 萬 | 0.01% | +32,660+7.3% | 加碼 |
| Twin Securities, Inc. | 480,517 | $828.4 萬 | 4.09% | +74,934+18.5% | 加碼 |
| Toroso Investments, LLC | 481,843 | $830.7 萬 | 0.03% | +218,489+83.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 483,500 | $833.6 萬 | 0.02% | +72,626+17.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 487,836 | $841.0 萬 | 0.02% | +8,194+1.7% | 加碼 |
| Brown Advisory Inc | 491,376 | $847.1 萬 | 0.01% | −22,685−4.4% | 減碼 |
| CIBC Asset Management Inc | 497,266 | $857.3 萬 | 0.02% | +5,370+1.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 497,796 | $858.2 萬 | 0.10% | +66,402+15.4% | 加碼 |
| State of Michigan Retirement System | 500,539 | $862.9 萬 | 0.05% | −1,000−0.2% | 減碼 |
| Arizona State Retirement System | 520,897 | $898.0 萬 | 0.05% | −5,605−1.1% | 減碼 |
| Czech National Bank | 521,818 | $899.6 萬 | 0.06% | +16,649+3.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 535,136 | $922.5 萬 | 0.03% | +44,694+9.1% | 加碼 |
| Creative Planning | 541,664 | $933.8 萬 | 0.01% | +138,575+34.4% | 加碼 |
| Credit Industriel Et Commercial | 543,251 | $936.6 萬 | 1.49% | +420,751+343.5% | 加碼 |
| CI Private Wealth, LLC | 551,194 | $947.0 萬 | 0.01% | +79,468+16.8% | 加碼 |
| Yousif Capital Management, LLC | 552,510 | $952.5 萬 | 0.11% | +6,590+1.2% | 加碼 |
| Public Employees Retirement System of Ohio | 553,118 | $953.6 萬 | 0.03% | −18,853−3.3% | 減碼 |
| Quarry LP | 564,819 | $973.7 萬 | 1.96% | +560,428+12,763.1% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 568,560 | $980.2 萬 | 1.18% | 00.0% | 不變 |
| Omers Administration Corp | 581,393 | $1,002 萬 | 0.06% | +20,589+3.7% | 加碼 |
| Korea Investment CORP | 591,872 | $1,020 萬 | 0.02% | −581,149−49.5% | 減碼 |
| Fifth Third Bancorp | 602,532 | $1,039 萬 | 0.02% | +377,133+167.3% | 加碼 |
| Holowesko Partners Ltd. | 607,000 | $1,046 萬 | 2.93% | +249,000+69.6% | 加碼 |
| Kintayl Capital LP | 611,377 | $1,054 萬 | 6.49% | +258,643+73.3% | 加碼 |
| Stifel Financial Corp | 613,885 | $1,058 萬 | 0.01% | +2,379+0.4% | 加碼 |
| Nine Masts Capital Ltd | 614,869 | $1,060 萬 | 1.64% | +421,006+217.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 630,410 | $1,087 萬 | 0.06% | +42,803+7.3% | 加碼 |
| Illinois Municipal Retirement Fund | 643,141 | $1,109 萬 | 0.14% | +72,348+12.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 658,394 | $1,135 萬 | 0.04% | −3,297−0.5% | 減碼 |
| Blue Sparrow, LLC | 662,200 | $1,142 萬 | 0.20% | +662,200 | 新進 |
| LPL Financial LLC | 668,681 | $1,153 萬 | 0.00% | −201,776−23.2% | 減碼 |
| Tredje AP-fonden | 681,587 | $1,175 萬 | 0.06% | +681,587 | 新進 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 683,100 | $1,178 萬 | 0.18% | +155,229+29.4% | 加碼 |
| New York Life Investment Management LLC | 696,678 | $1,201 萬 | 0.10% | +106,315+18.0% | 加碼 |
| Water Island Capital LLC | 700,600 | $1,208 萬 | 1.61% | +10,409+1.5% | 加碼 |
| Prudential PLC | 701,874 | $1,210 萬 | 0.09% | +40,299+6.1% | 加碼 |
| Renaissance Capital LLC | 692,188 | $1,213 萬 | 8.79% | −124,530−15.2% | 減碼 |
| Jones Financial Companies LLLP | 702,697 | $1,231 萬 | 0.01% | −3100.0% | 減碼 |
| Mariner, LLC | 718,259 | $1,238 萬 | 0.01% | +139,590+24.1% | 加碼 |
| Gabelli Funds LLC | 724,635 | $1,249 萬 | 0.08% | +301,350+71.2% | 加碼 |
| Resona Asset Management Co.,Ltd. | 725,531 | $1,251 萬 | 0.06% | −3,834−0.5% | 減碼 |
| Mayar Capital Ltd. | 726,716 | $1,253 萬 | 14.94% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 742,600 | $1,280 萬 | 1.90% | +323,650+77.3% | 加碼 |
| Villere St Denis J & Co LLC | 743,138 | $1,281 萬 | 1.41% | −43,000−5.5% | 減碼 |
| Canyon Capital Advisors LLC | 750,000 | $1,293 萬 | 1.67% | −750,000−50.0% | 減碼 |
| Ingalls & Snyder LLC | 755,032 | $1,302 萬 | 0.46% | +40,028+5.6% | 加碼 |
| TD Asset Management Inc | 760,540 | $1,311 萬 | 0.01% | +31,768+4.4% | 加碼 |
| Skye Global Management LP | 792,000 | $1,365 萬 | 0.29% | −2,608,000−76.7% | 減碼 |
| Asset Management One Co.,Ltd. | 800,529 | $1,380 萬 | 0.04% | −6,503−0.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 801,580 | $1,382 萬 | 0.03% | +17,896+2.3% | 加碼 |
| Janney Montgomery Scott LLC | 805,630 | $1,389 萬 | 0.03% | +101,733+14.5% | 加碼 |
| Troy Asset Management Ltd | 809,454 | $1,395 萬 | 0.42% | −73,031−8.3% | 減碼 |
| Treasurer of the State of North Carolina | 813,540 | $1,403 萬 | 0.04% | +17,330+2.2% | 加碼 |
| APG Asset Management N.V. | 962,108 | $1,440 萬 | 0.05% | −35,712−3.6% | 減碼 |
| Brevan Howard Capital Management LP | 841,248 | $1,450 萬 | 0.15% | +741,482+743.2% | 加碼 |
| Skba Capital Management LLC | 845,115 | $1,457 萬 | 2.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 856,423 | $1,476 萬 | 0.03% | −286,759−25.1% | 減碼 |
| Slotnik Capital, LLC | 860,156 | $1,483 萬 | 4.41% | +710,156+473.4% | 加碼 |
| Stansberry Asset Management, LLC | 865,883 | $1,493 萬 | 1.53% | −1380.0% | 減碼 |
| Royal London Asset Management Ltd | 896,357 | $1,545 萬 | 0.03% | −1,444,853−61.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 900,000 | $1,552 萬 | 0.22% | 00.0% | 不變 |
| Absolute Gestao de Investimentos Ltda. | 923,260 | $1,592 萬 | 1.82% | +923,260 | 新進 |
| Storebrand Asset Management AS | 930,121 | $1,604 萬 | 0.05% | +152,607+19.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 943,910 | $1,627 萬 | 0.05% | −27,396−2.8% | 減碼 |
| Vanguard Investments Australia, Ltd. | 958,747 | $1,653 萬 | 0.05% | +958,747 | 新進 |
| Prudential Financial Inc | 965,498 | $1,665 萬 | 0.02% | +1,094+0.1% | 加碼 |
| KBC Group NV | 977,811 | $1,686 萬 | 0.04% | +484,695+98.3% | 加碼 |
| Rbo & Co LLC | 984,976 | $1,698 萬 | 2.74% | −19,526−1.9% | 減碼 |
| Sender Co & Partners, Inc. | 986,149 | $1,700 萬 | 12.41% | −316,322−24.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 991,383 | $1,712 萬 | 0.03% | +50.0% | 加碼 |
| New York State Common Retirement Fund | 1,028,540 | $1,773 萬 | 0.02% | −6,000−0.6% | 減碼 |
| State of Wisconsin Investment Board | 1,040,747 | $1,794 萬 | 0.04% | +35,903+3.6% | 加碼 |
| Keybank National Association | 1,055,555 | $1,820 萬 | 0.07% | −571,857−35.1% | 減碼 |
| Readystate Asset Management LP | 1,057,316 | $1,823 萬 | 1.06% | +459,192+76.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,057,490 | $1,832 萬 | 0.03% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 1,068,377 | $1,842 萬 | 0.06% | +33,917+3.3% | 加碼 |
| Pictet Asset Management Holding SA | 1,078,659 | $1,860 萬 | 0.02% | −20,010−1.8% | 減碼 |
| Victory Capital Management Inc | 1,087,990 | $1,876 萬 | 0.01% | −1,476,671−57.6% | 減碼 |
| Highbridge Capital Management LLC | 1,174,353 | $2,025 萬 | 1.28% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,184,201 | $2,042 萬 | 0.02% | +20,039+1.7% | 加碼 |
| Susquehanna International Group, LLP | 1,200,277 | $2,069 萬 | 0.03% | −692,674−36.6% | 減碼 |
| Danske Bank A/S | 1,249,367 | $2,154 萬 | 0.05% | +60,077+5.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,251,237 | $2,157 萬 | 0.03% | +252,554+25.3% | 加碼 |
| KLP Kapitalforvaltning AS | 1,272,046 | $2,193 萬 | 0.09% | +49,900+4.1% | 加碼 |
| Holocene Advisors, LP | 1,289,288 | $2,223 萬 | 0.05% | −1,503,717−53.8% | 減碼 |
| Credit Agricole S A | 1,343,551 | $2,316 萬 | 0.08% | −93,254−6.5% | 減碼 |
| Ameriprise Financial Inc | 1,343,886 | $2,318 萬 | 0.01% | −228,462−14.5% | 減碼 |
| Quantinno Capital Management LP | 1,345,956 | $2,320 萬 | 0.04% | +502,024+59.5% | 加碼 |
| Franklin Resources Inc | 1,355,496 | $2,337 萬 | 0.01% | +67,164+5.2% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,359,163 | $2,343 萬 | 2.77% | +62,104+4.8% | 加碼 |
| National Bank of Canada | 1,392,974 | $2,401 萬 | 0.02% | −3,647,434−72.4% | 減碼 |
| Jefferies Financial Group Inc. | 1,400,000 | $2,414 萬 | 0.29% | +1,393,156+20,355.9% | 加碼 |
| Birnam Oak Advisors, LP | 1,412,271 | $2,435 萬 | 6.71% | +1,412,271 | 新進 |
| Standard Life Aberdeen plc | 1,470,240 | $2,535 萬 | 0.04% | +66,765+4.8% | 加碼 |
| New York State Teachers Retirement System | 1,494,099 | $2,576 萬 | 0.05% | +28,127+1.9% | 加碼 |
| Alps Advisors Inc | 1,557,608 | $2,685 萬 | 0.13% | +85,384+5.8% | 加碼 |
| Aviva PLC | 1,580,043 | $2,724 萬 | 0.05% | +44,815+2.9% | 加碼 |
| Ensign Peak Advisors, Inc | 1,585,551 | $2,733 萬 | 0.05% | +406,993+34.5% | 加碼 |