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 2 季 13F 持有人
Kenvue Inc. 在 2026/6/30 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
- 1,014
- 較 2026 年第 1 季 +11 家
- 持有股數
- 18.1 億
- 較 2026 年第 1 季 +6,491 萬 (+3.7%)
- 總市值
- $345.8 億
- 較 2026 年第 1 季 +$44.9 億 (+14.9%)
- 新進機構
- 113
- 另有 412 家加碼
- 清倉機構
- 102
- 另有 367 家減碼
另有 16 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,963,208 | $3,752 萬 | 0.08% | +300,947+18.1% | 加碼 |
| Raymond James Financial Inc | 1,944,094 | $3,715 萬 | 0.01% | +149,060+8.3% | 加碼 |
| Teacher Retirement System of Texas | 1,940,682 | $3,709 萬 | 0.10% | +73,068+3.9% | 加碼 |
| Envestnet Asset Management Inc | 1,865,515 | $3,565 萬 | 0.01% | −21,859−1.2% | 減碼 |
| Allianz Asset Management GmbH | 1,818,773 | $3,476 萬 | 0.03% | +3,896+0.2% | 加碼 |
| Franklin Resources Inc | 1,785,947 | $3,413 萬 | 0.01% | +430,451+31.8% | 加碼 |
| Empyrean Capital Partners, LP | 1,732,000 | $3,310 萬 | 1.16% | 00.0% | 不變 |
| Quantinno Capital Management LP | 1,702,855 | $3,254 萬 | 0.04% | +356,899+26.5% | 加碼 |
| Ameriprise Financial Inc | 1,692,816 | $3,235 萬 | 0.01% | +348,930+26.0% | 加碼 |
| Saturna Capital CORP | 1,679,259 | $3,209 萬 | 0.39% | +2,136+0.1% | 加碼 |
| AQR Capital Management LLC | 1,685,088 | $3,208 萬 | 0.01% | −611,557−26.6% | 減碼 |
| Slotnik Capital, LLC | 1,630,515 | $3,116 萬 | 8.67% | +770,359+89.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,612,767 | $3,082 萬 | 0.05% | −50,750−3.1% | 減碼 |
| Tocqueville Asset Management L.P. | 1,585,655 | $3,030 萬 | 0.40% | −29,697−1.8% | 減碼 |
| Ensign Peak Advisors, Inc | 1,585,551 | $3,030 萬 | 0.05% | 00.0% | 不變 |
| Alps Advisors Inc | 1,575,452 | $3,011 萬 | 0.14% | +17,844+1.1% | 加碼 |
| Aviva PLC | 1,567,122 | $2,995 萬 | 0.04% | −12,921−0.8% | 減碼 |
| LMR Partners LLP | 1,505,465 | $2,877 萬 | 0.21% | −3,507,364−70.0% | 減碼 |
| National Bank of Canada | 1,488,604 | $2,845 萬 | 0.02% | +95,630+6.9% | 加碼 |
| American Century Companies Inc | 1,484,856 | $2,838 萬 | 0.01% | −8,055,875−84.4% | 減碼 |
| New York State Teachers Retirement System | 1,461,641 | $2,793 萬 | 0.05% | −32,458−2.2% | 減碼 |
| Nuance Investments, LLC | 1,448,488 | $2,768 萬 | 4.71% | −207,036−12.5% | 減碼 |
| Standard Life Aberdeen plc | 1,433,145 | $2,739 萬 | 0.04% | −37,095−2.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,420,526 | $2,715 萬 | 0.02% | −186,270−11.6% | 減碼 |
| Jefferies Financial Group Inc. | 1,400,048 | $2,675 萬 | 0.25% | +480.0% | 加碼 |
| KLP Kapitalforvaltning AS | 1,367,146 | $2,613 萬 | 0.08% | +95,100+7.5% | 加碼 |
| Korea Investment CORP | 1,356,959 | $2,593 萬 | 0.05% | +765,087+129.3% | 加碼 |
| Readystate Asset Management LP | 1,257,316 | $2,403 萬 | 0.98% | +200,000+18.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,253,725 | $2,396 萬 | 0.02% | +69,524+5.9% | 加碼 |
| ExodusPoint Capital Management, LP | 1,236,134 | $2,362 萬 | 0.22% | +846,996+217.7% | 加碼 |
| Danske Bank A/S | 1,199,267 | $2,292 萬 | 0.05% | −50,100−4.0% | 減碼 |
| KBC Group NV | 1,161,923 | $2,220 萬 | 0.05% | +184,112+18.8% | 加碼 |
| Quarry LP | 1,160,442 | $2,218 萬 | 3.50% | +595,623+105.5% | 加碼 |
| APG Asset Management N.V. | 1,316,617 | $2,201 萬 | 0.05% | +354,509+36.8% | 加碼 |
| Handelsbanken Fonder AB | 1,138,036 | $2,175 萬 | 0.06% | +69,659+6.5% | 加碼 |
| Pictet Asset Management Holding SA | 1,113,273 | $2,127 萬 | 0.02% | +34,614+3.2% | 加碼 |
| New York State Common Retirement Fund | 1,066,540 | $2,038 萬 | 0.03% | +38,000+3.7% | 加碼 |
| Nine Masts Capital Ltd | 1,059,993 | $2,026 萬 | 2.25% | +445,124+72.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,055,367 | $2,017 萬 | 0.40% | +1,055,367 | 新進 |
| State of Wisconsin Investment Board | 1,028,472 | $1,965 萬 | 0.04% | −12,275−1.2% | 減碼 |
| Westchester Capital Management, LLC | 1,022,789 | $1,955 萬 | 0.98% | +691,439+208.7% | 加碼 |
| Tredje AP-fonden | 1,007,074 | $1,925 萬 | 0.09% | +325,487+47.8% | 加碼 |
| Storebrand Asset Management AS | 1,005,594 | $1,922 萬 | 0.05% | +75,473+8.1% | 加碼 |
| Natixis | 991,623 | $1,895 萬 | 0.09% | −928,075−48.3% | 減碼 |
| Sender Co & Partners, Inc. | 990,550 | $1,893 萬 | 7.98% | +4,401+0.4% | 加碼 |
| CIBC Bancorp USA Inc. | 990,295 | $1,892 萬 | 0.02% | +573,817+137.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 981,976 | $1,877 萬 | 0.05% | +23,229+2.4% | 加碼 |
| Prudential Financial Inc | 979,124 | $1,871 萬 | 0.02% | +13,626+1.4% | 加碼 |
| Rbo & Co LLC | 964,551 | $1,843 萬 | 2.93% | −20,425−2.1% | 減碼 |
| DnB Asset Management AS | 954,072 | $1,823 萬 | 0.05% | +529,011+124.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 952,698 | $1,822 萬 | 0.03% | −38,685−3.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 944,336 | $1,805 萬 | 0.02% | −306,901−24.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,057,490 | $1,795 萬 | 0.03% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 927,103 | $1,772 萬 | 0.05% | −16,807−1.8% | 減碼 |
| Absolute Gestao de Investimentos Ltda. | 923,260 | $1,764 萬 | 4.86% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 912,600 | $1,744 萬 | 2.54% | +170,000+22.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 900,000 | $1,720 萬 | 0.23% | 00.0% | 不變 |
| Credit Agricole S A | 899,222 | $1,718 萬 | 0.04% | −444,329−33.1% | 減碼 |
| Royal London Asset Management Ltd | 891,400 | $1,703 萬 | 0.03% | −4,957−0.6% | 減碼 |
| Toronto Dominion Bank | 873,347 | $1,669 萬 | 0.03% | +16,924+2.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 854,213 | $1,632 萬 | 0.04% | +52,633+6.6% | 加碼 |
| Keybank National Association | 850,556 | $1,625 萬 | 0.05% | −204,999−19.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 844,651 | $1,614 萬 | 0.02% | +815,816+2,829.3% | 加碼 |
| Gabelli Funds LLC | 834,635 | $1,595 萬 | 0.10% | +110,000+15.2% | 加碼 |
| Asset Management One Co.,Ltd. | 812,117 | $1,552 萬 | 0.04% | +11,588+1.4% | 加碼 |
| Janney Montgomery Scott LLC | 809,222 | $1,546 萬 | 0.03% | +3,592+0.4% | 加碼 |
| Point72 Asset Management, L.P. | 808,029 | $1,544 萬 | 0.02% | +346,772+75.2% | 加碼 |
| Treasurer of the State of North Carolina | 807,520 | $1,543 萬 | 0.04% | −6,020−0.7% | 減碼 |
| Ingalls & Snyder LLC | 772,266 | $1,476 萬 | 0.40% | +17,234+2.3% | 加碼 |
| Illinois Municipal Retirement Fund | 760,447 | $1,453 萬 | 0.16% | +117,306+18.2% | 加碼 |
| Twin Securities, Inc. | 754,977 | $1,443 萬 | 7.37% | +274,460+57.1% | 加碼 |
| Troy Asset Management Ltd | 749,323 | $1,432 萬 | 0.40% | −60,131−7.4% | 減碼 |
| Brevan Howard Capital Management LP | 744,809 | $1,423 萬 | 0.20% | −96,439−11.5% | 減碼 |
| Mackenzie Financial Corp | 742,279 | $1,418 萬 | 0.01% | +401,805+118.0% | 加碼 |
| Prudential PLC | 739,539 | $1,413 萬 | 0.10% | +37,665+5.4% | 加碼 |
| TD Asset Management Inc | 734,766 | $1,404 萬 | 0.01% | −25,774−3.4% | 減碼 |
| Nearwater Capital Markets, Ltd | 715,800 | $1,368 萬 | 0.24% | +715,800 | 新進 |
| Mariner, LLC | 699,341 | $1,336 萬 | 0.01% | −18,918−2.6% | 減碼 |
| Nomura Holdings Inc | 691,663 | $1,322 萬 | 0.06% | −1,188,529−63.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 690,683 | $1,319 萬 | 0.06% | −34,848−4.8% | 減碼 |
| New York Life Investment Management LLC | 685,871 | $1,311 萬 | 0.09% | −10,807−1.6% | 減碼 |
| Athos Capital Ltd | 682,724 | $1,305 萬 | 4.70% | −1,063,403−60.9% | 減碼 |
| Mayar Capital Ltd. | 676,116 | $1,292 萬 | 14.49% | −50,600−7.0% | 減碼 |
| Blue Sparrow, LLC | 662,200 | $1,265 萬 | 0.12% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 654,829 | $1,253 萬 | 0.01% | −47,868−6.8% | 減碼 |
| Villere St Denis J & Co LLC | 650,518 | $1,243 萬 | 1.48% | −92,620−12.5% | 減碼 |
| Yakira Capital Management, Inc. | 639,341 | $1,222 萬 | 3.60% | +410,657+179.6% | 加碼 |
| Skba Capital Management LLC | 637,615 | $1,218 萬 | 2.01% | −207,500−24.6% | 減碼 |
| Credit Industriel Et Commercial | 626,479 | $1,197 萬 | 1.30% | +83,228+15.3% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 615,933 | $1,177 萬 | 0.27% | −67,167−9.8% | 減碼 |
| Creative Planning | 615,479 | $1,176 萬 | 0.01% | +73,815+13.6% | 加碼 |
| Holowesko Partners Ltd. | 607,000 | $1,160 萬 | 2.94% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 603,605 | $1,153 萬 | 0.04% | −54,789−8.3% | 減碼 |
| MUFG Securities EMEA plc | 587,028 | $1,122 萬 | 0.12% | +431,265+276.9% | 加碼 |
| Fifth Third Bancorp | 583,826 | $1,116 萬 | 0.02% | −18,706−3.1% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 577,107 | $1,103 萬 | 0.05% | −53,303−8.5% | 減碼 |
| Stifel Financial Corp | 575,722 | $1,100 萬 | 0.01% | −38,163−6.2% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 568,560 | $1,087 萬 | 1.19% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 566,327 | $1,082 萬 | 0.19% | −1,557,594−73.3% | 減碼 |
| Voloridge Investment Management, LLC | 559,620 | $1,069 萬 | 0.05% | +559,620 | 新進 |