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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 558,500 | $1,067 萬 | 0.08% | +558,500 | 新進 |
| Arizona State Retirement System | 549,550 | $1,050 萬 | 0.05% | +28,653+5.5% | 加碼 |
| Toroso Investments, LLC | 549,380 | $1,050 萬 | 0.03% | +67,537+14.0% | 加碼 |
| Czech National Bank | 546,508 | $1,044 萬 | 0.06% | +24,690+4.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 541,050 | $1,034 萬 | 0.10% | +43,254+8.7% | 加碼 |
| Public Employees Retirement System of Ohio | 540,457 | $1,033 萬 | 0.03% | −12,661−2.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 539,548 | $1,031 萬 | 0.02% | +56,048+11.6% | 加碼 |
| LPL Financial LLC | 534,836 | $1,022 萬 | 0.00% | −133,845−20.0% | 減碼 |
| Yousif Capital Management, LLC | 533,838 | $1,020 萬 | 0.11% | −18,672−3.4% | 減碼 |
| Susquehanna International Group, LLP | 531,835 | $1,016 萬 | 0.01% | −668,442−55.7% | 減碼 |
| Virtu Financial LLC | 523,858 | $1,001 萬 | 0.32% | +419,710+403.0% | 加碼 |
| Victory Capital Management Inc | 513,924 | $982.1 萬 | 0.01% | −574,066−52.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 511,773 | $978.0 萬 | 0.05% | +71,400+16.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 509,645 | $973.9 萬 | 0.02% | +21,809+4.5% | 加碼 |
| CIBC Asset Management Inc | 507,153 | $969.2 萬 | 0.02% | +9,887+2.0% | 加碼 |
| Colony Group, LLC | 502,643 | $960.6 萬 | 0.01% | +23,659+4.9% | 加碼 |
| State of Michigan Retirement System | 491,639 | $939.5 萬 | 0.04% | −8,900−1.8% | 減碼 |
| Cresset Asset Management, LLC | 488,629 | $933.8 萬 | 0.03% | +19,878+4.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 484,700 | $926.3 萬 | 0.05% | +484,700 | 新進 |
| The PNC Financial Services Group, Inc. | 483,619 | $924.2 萬 | 0.00% | +16,018+3.4% | 加碼 |
| Trajan Wealth LLC | 476,912 | $911.4 萬 | 0.34% | +184,624+63.2% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 460,860 | $880.7 萬 | 0.07% | +42,100+10.1% | 加碼 |
| USS Investment Management Ltd | 459,980 | $878.8 萬 | 0.03% | +64,022+16.2% | 加碼 |
| Baird Financial Group, Inc. | 456,566 | $872.5 萬 | 0.01% | −12,743−2.7% | 減碼 |
| Skye Global Management LP | 456,000 | $871.4 萬 | 0.17% | −336,000−42.4% | 減碼 |
| Brown Advisory Inc | 453,635 | $866.9 萬 | 0.01% | −37,741−7.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 443,373 | $847.3 萬 | 0.02% | +71,378+19.2% | 加碼 |
| SEB Asset Management AB | 441,695 | $844.1 萬 | 0.03% | +3,823+0.9% | 加碼 |
| MetLife Investment Management | 438,858 | $838.7 萬 | 0.04% | −8,580−1.9% | 減碼 |
| Swiss Life Asset Management Ltd | 437,478 | $836.0 萬 | 0.03% | +60,102+15.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 437,187 | $835.4 萬 | 0.03% | −97,949−18.3% | 減碼 |
| IFM Investors Pty Ltd | 434,471 | $830.3 萬 | 0.05% | +37,770+9.5% | 加碼 |
| South Dakota Investment Council | 425,953 | $814.0 萬 | 0.14% | −11,400−2.6% | 減碼 |
| Oak Family Advisors, LLC | 425,699 | $813.5 萬 | 2.35% | −45,540−9.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 424,078 | $810.4 萬 | 0.04% | −22,243−5.0% | 減碼 |
| HighTower Advisors, LLC | 421,529 | $805.5 萬 | 0.01% | −11,813−2.7% | 減碼 |
| Carmignac Gestion | 420,432 | $803.4 萬 | 0.10% | +262,858+166.8% | 加碼 |
| Bleakley Financial Group, LLC | 409,508 | $782.6 萬 | 0.10% | +100,399+32.5% | 加碼 |
| Polar Asset Management Partners Inc. | 405,241 | $774.4 萬 | 0.14% | +310,907+329.6% | 加碼 |
| CI Private Wealth, LLC | 405,061 | $774.1 萬 | 0.01% | −146,133−26.5% | 減碼 |
| Retirement Systems of Alabama | 403,352 | $770.8 萬 | 0.02% | −3,526−0.9% | 減碼 |
| Water Island Capital LLC | 402,042 | $768.3 萬 | 0.81% | −298,558−42.6% | 減碼 |
| TPG GP A, LLC | 400,000 | $764.4 萬 | 0.15% | +100,000+33.3% | 加碼 |
| Wealthfront Advisers LLC | 397,683 | $760.0 萬 | 0.01% | +43,608+12.3% | 加碼 |
| Jupiter Topco LLC | 397,673 | $760.0 萬 | 0.00% | +397,673 | 新進 |
| Natixis Advisors, L.P. | 392,677 | $750.4 萬 | 0.01% | +74,054+23.2% | 加碼 |
| SEI Investments Co | 391,380 | $747.9 萬 | 0.01% | −916−0.2% | 減碼 |
| Prelude Capital Management, LLC | 384,035 | $733.9 萬 | 0.54% | +57,261+17.5% | 加碼 |
| Cerity Partners LLC | 383,448 | $732.8 萬 | 0.01% | +23,244+6.5% | 加碼 |
| Sienna Gestion | 379,064 | $730.9 萬 | 0.43% | −23,327−5.8% | 減碼 |
| TriCert Investment Counsel Inc. | 378,093 | $722.5 萬 | 0.67% | +378,093 | 新進 |
| Voya Investment Management LLC | 376,454 | $719.4 萬 | 0.01% | −832−0.2% | 減碼 |
| Advisor Group Holdings, Inc. | 375,935 | $718.4 萬 | 0.01% | −4,217−1.1% | 減碼 |
| CIBC World Markets Inc. | 375,688 | $717.9 萬 | 0.01% | +12,240+3.4% | 加碼 |
| State of Tennessee, Treasury Department | 374,019 | $714.8 萬 | 0.02% | +70,364+23.2% | 加碼 |
| Pinebridge Investments LLC | 373,514 | $713.8 萬 | 0.06% | +344,032+1,166.9% | 加碼 |
| Azzad Asset Management Inc | 373,490 | $713.7 萬 | 0.63% | +53,019+16.5% | 加碼 |
| Daiwa Securities Group Inc. | 373,319 | $713.4 萬 | 0.02% | +19,828+5.6% | 加碼 |
| Kintayl Capital LP | 371,222 | $709.4 萬 | 3.42% | −240,155−39.3% | 減碼 |
| Saybrook Capital | 357,799 | $683.8 萬 | 1.71% | −19,121−5.1% | 減碼 |
| Glenmede Trust Co NA | 350,128 | $669.1 萬 | 0.03% | −51,557−12.8% | 減碼 |
| Fortress Investment Group LLC | 339,446 | $648.7 萬 | 1.22% | +176,446+108.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 339,163 | $648.1 萬 | 0.04% | +10,789+3.3% | 加碼 |
| Amalgamated Bank | 332,922 | $636.2 萬 | 0.04% | −13,140−3.8% | 減碼 |
| Xponance, Inc. | 321,210 | $613.8 萬 | 0.04% | +1,130+0.4% | 加碼 |
| Rakuten Investment Management, Inc. | 317,059 | $604.6 萬 | 0.02% | +29,269+10.2% | 加碼 |
| NEOS Investment Management LLC | 312,475 | $597.1 萬 | 0.02% | +10,601+3.5% | 加碼 |
| Public Sector Pension Investment Board | 311,572 | $595.4 萬 | 0.02% | +3,114+1.0% | 加碼 |
| Bridgewater Associates, LP | 311,241 | $594.8 萬 | 0.02% | +186,291+149.1% | 加碼 |
| P Schoenfeld Asset Management LP | 306,200 | $585.1 萬 | 3.48% | +50,000+19.5% | 加碼 |
| Omers Administration Corp | 305,233 | $583.3 萬 | 0.03% | −276,160−47.5% | 減碼 |
| Utah Retirement Systems | 287,831 | $550.0 萬 | 0.05% | −21,061−6.8% | 減碼 |
| British Columbia Investment Management Corp | 287,440 | $549.3 萬 | 0.03% | +23,401+8.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 285,317 | $545.2 萬 | 0.04% | −6,033−2.1% | 減碼 |
| Ethic Inc. | 274,684 | $524.9 萬 | 0.07% | +22,714+9.0% | 加碼 |
| Avanza Fonder AB | 271,977 | $519.7 萬 | 0.11% | 00.0% | 不變 |
| Caisse des Depots Et Consignations | 269,300 | $514.6 萬 | 0.09% | +22,293+9.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 265,605 | $507.6 萬 | 0.67% | +18,440+7.5% | 加碼 |
| Great Lakes Advisors, LLC | 262,881 | $502.4 萬 | 0.04% | +702+0.3% | 加碼 |
| Cetera Investment Advisers | 261,235 | $499.2 萬 | 0.00% | +20,046+8.3% | 加碼 |
| HF Advisory Group, LLC | 259,626 | $496.1 萬 | 1.53% | +20,080+8.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 257,120 | $491.4 萬 | 0.03% | 00.0% | 不變 |
| Nissay Asset Management Corp | 256,964 | $491.1 萬 | 0.02% | +9,848+4.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 256,208 | $489.6 萬 | 0.67% | +256,208 | 新進 |
| Advisors Capital Management, LLC | 253,882 | $485.2 萬 | 0.05% | −1,862,707−88.0% | 減碼 |
| Machina Capital S.A.S. | 252,002 | $481.6 萬 | 0.76% | +106,635+73.4% | 加碼 |
| Commonwealth Equity Services, LLC | 249,981 | $477.7 萬 | 0.01% | +2,085+0.8% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 248,588 | $475.1 萬 | 1.18% | +18,627+8.1% | 加碼 |
| Sanctuary Advisors, LLC | 247,012 | $472.0 萬 | 0.02% | −11,055−4.3% | 減碼 |
| Agf Management Ltd | 245,702 | $469.5 萬 | 0.02% | +245,702 | 新進 |
| Wolverine Asset Management LLC | 245,217 | $468.6 萬 | 0.06% | +9,604+4.1% | 加碼 |
| Lido Advisors, LLC | 244,596 | $467.4 萬 | 0.02% | −16,115−6.2% | 減碼 |
| Drystone LLC | 243,012 | $464.4 萬 | 3.82% | +307+0.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 236,033 | $451.1 萬 | 0.05% | +16,600+7.6% | 加碼 |
| Nykredit A/S | 235,332 | $449.7 萬 | 0.02% | +235,332 | 新進 |
| Eurizon Capital SGR S.p.A. | 232,694 | $444.7 萬 | 0.01% | −246,129−51.4% | 減碼 |
| K2 Principal Fund, L.P. | 229,093 | $437.8 萬 | 0.40% | +229,093 | 新進 |
| Macquarie Group Ltd | 227,994 | $435.7 萬 | 0.02% | −1,418−0.6% | 減碼 |
| Pathstone Holdings, LLC | 225,849 | $432.9 萬 | 0.01% | +122,368+118.3% | 加碼 |
| Generali Asset Management SPA SGR | 225,601 | $431.1 萬 | 0.08% | −9,303−4.0% | 減碼 |