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 |
|---|---|---|---|---|---|
| Kinloch Capital, LLC | 223,159 | $426.5 萬 | 1.56% | +24,753+12.5% | 加碼 |
| Snowden Capital Advisors LLC | 219,420 | $419.3 萬 | 0.10% | −723−0.3% | 減碼 |
| Huber Capital Management LLC | 219,000 | $418.5 萬 | 0.62% | 00.0% | 不變 |
| Scotia Capital Inc. | 217,576 | $415.8 萬 | 0.02% | +143+0.1% | 加碼 |
| Nisa Investment Advisors, LLC | 217,064 | $414.8 萬 | 0.01% | +49,061+29.2% | 加碼 |
| UniSuper Management Pty Ltd | 216,954 | $414.6 萬 | 0.02% | +21,536+11.0% | 加碼 |
| Algert Global LLC | 212,065 | $405.3 萬 | 0.05% | +212,065 | 新進 |
| JustInvest LLC | 211,224 | $403.6 萬 | 0.03% | −18,148−7.9% | 減碼 |
| Andra AP-fonden | 210,900 | $403.0 萬 | 0.05% | +210,900 | 新進 |
| Nordea Investment Management AB | 211,091 | $400.4 萬 | 0.00% | +12,501+6.3% | 加碼 |
| OP Asset Management Ltd | 209,164 | $399.7 萬 | 0.04% | +9,741+4.9% | 加碼 |
| Kennon-Green & Company, LLC | 206,001 | $393.7 萬 | 3.07% | −6,290−3.0% | 減碼 |
| Allstate Corp | 204,619 | $391.0 萬 | 0.04% | +3,599+1.8% | 加碼 |
| Empowered Funds, LLC | 203,609 | $389.1 萬 | 0.02% | +31,637+18.4% | 加碼 |
| Greenland Capital Management LP | 201,087 | $384.3 萬 | 0.73% | 00.0% | 不變 |
| American Assets Investment Management, LLC | 200,000 | $382.2 萬 | 0.23% | 00.0% | 不變 |
| Aequim Alternative Investments LP | 200,000 | $382.2 萬 | 0.06% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 197,244 | $376.9 萬 | 0.04% | −6,178−3.0% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 197,165 | $376.8 萬 | 0.77% | +5,810+3.0% | 加碼 |
| State of Alaska, Department of Revenue | 188,125 | $359.5 萬 | 0.04% | −1,482−0.8% | 減碼 |
| Two Sigma Investments, LP | 187,937 | $359.1 萬 | 0.00% | +187,937 | 新進 |
| Ieq Capital, LLC | 185,732 | $354.9 萬 | 0.02% | +185,732 | 新進 |
| Apollon Wealth Management, LLC | 185,277 | $354.1 萬 | 0.04% | +101,032+119.9% | 加碼 |
| Brinker Capital Investments, LLC | 184,914 | $353.4 萬 | 0.03% | +20,576+12.5% | 加碼 |
| Schroder Investment Management Group | 184,540 | $351.9 萬 | 0.00% | +51,810+39.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 182,910 | $349.5 萬 | 0.01% | −6,167−3.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 182,582 | $348.9 萬 | 0.03% | +9,504+5.5% | 加碼 |
| Guggenheim Capital LLC | 180,745 | $345.4 萬 | 0.02% | −43,195−19.3% | 減碼 |
| Wealth Effects LLC | 177,130 | $338.5 萬 | 0.91% | +34,672+24.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 175,000 | $334.4 萬 | 0.13% | −75,000−30.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 173,991 | $332.5 萬 | 0.03% | +81,982+89.1% | 加碼 |
| Leelyn Smith, LLC | 172,113 | $328.9 萬 | 0.40% | +172,113 | 新進 |
| Levin Capital Strategies, L.P. | 171,931 | $328.6 萬 | 0.22% | −24,105−12.3% | 減碼 |
| Rafferty Asset Management, LLC | 171,511 | $327.8 萬 | 0.01% | +56,831+49.6% | 加碼 |
| Kerrisdale Advisers, LLC | 170,807 | $326.4 萬 | 0.82% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 165,719 | $322.8 萬 | 0.01% | −13,328−7.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 166,662 | $318.5 萬 | 0.00% | −37,508−18.4% | 減碼 |
| BTG Pactual Asset Management US LLC | 165,088 | $315.5 萬 | 0.24% | −58,833−26.3% | 減碼 |
| Bradley Foster & Sargent Inc | 163,639 | $312.7 萬 | 0.04% | −11,789−6.7% | 減碼 |
| Winslow Asset Management Inc | 163,531 | $312.5 萬 | 0.54% | −3,059−1.8% | 減碼 |
| Intech Investment Management LLC | 162,562 | $310.7 萬 | 0.03% | +8,477+5.5% | 加碼 |
| Rockefeller Capital Management L.P. | 161,054 | $307.8 萬 | 0.00% | −10,795−6.3% | 減碼 |
| Kestra Advisory Services, LLC | 160,657 | $307.0 萬 | 0.01% | −14,535−8.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 160,048 | $305.9 萬 | 0.00% | +4,093+2.6% | 加碼 |
| Cumberland Partners Ltd | 159,280 | $304.4 萬 | 0.20% | −2,090−1.3% | 減碼 |
| Canada Post Corp Registered Pension Plan | 158,168 | $302.3 萬 | 0.11% | −1,499−0.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 157,892 | $301.7 萬 | 0.46% | +3,789+2.5% | 加碼 |
| Stephens Inc | 156,453 | $299.0 萬 | 0.03% | −1,682−1.1% | 減碼 |
| Ceera Investments, LLC | 155,122 | $296.4 萬 | 1.26% | −1,752−1.1% | 減碼 |
| Investment Management Corp of Ontario | 154,150 | $294.6 萬 | 0.04% | −14,800−8.8% | 減碼 |
| Mizuho Securities USA LLC | 150,998 | $288.6 萬 | 0.05% | +35,167+30.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 150,355 | $287.3 萬 | 0.02% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 148,712 | $284.2 萬 | 0.02% | +4,673+3.2% | 加碼 |
| Captrust Financial Advisors | 145,803 | $278.6 萬 | 0.00% | −2,976−2.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 145,782 | $278.5 萬 | 0.05% | −2,211−1.5% | 減碼 |
| Pacer Advisors, Inc. | 143,070 | $273.4 萬 | 0.01% | −24,691−14.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 139,015 | $265.7 萬 | 0.12% | +11,670+9.2% | 加碼 |
| Oppenheimer & Co Inc | 138,473 | $264.6 萬 | 0.03% | −240−0.2% | 減碼 |
| Voleon Capital Management LP | 138,300 | $264.3 萬 | 0.05% | −91,585−39.8% | 減碼 |
| Gateway Investment Advisers LLC | 138,255 | $264.2 萬 | 0.03% | +77,696+128.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 134,745 | $257.5 萬 | 0.01% | −5,920−4.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 134,736 | $257.2 萬 | 0.01% | 00.0% | 不變 |
| Callahan Advisors, LLC | 134,405 | $256.8 萬 | 0.19% | 00.0% | 不變 |
| Saudi Central Bank | 134,172 | $256.4 萬 | 0.03% | +63,450+89.7% | 加碼 |
| Alerus Financial NA | 130,796 | $250.0 萬 | 0.11% | +66,540+103.6% | 加碼 |
| Norinchukin Bank, The | 130,741 | $249.8 萬 | 0.02% | +15,768+13.7% | 加碼 |
| Commerce Bank | 128,840 | $246.2 萬 | 0.01% | +6,046+4.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 128,470 | $245.5 萬 | 0.10% | −24,887−16.2% | 減碼 |
| Wedmont Private Capital | 123,879 | $241.3 萬 | 0.07% | +25,030+25.3% | 加碼 |
| Abn Amro Investment Solutions | 124,685 | $238.3 萬 | 0.02% | +34,546+38.3% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 130,992 | $236.1 萬 | 0.05% | −7,728−5.6% | 減碼 |
| Abundance Wealth Counselors | 123,402 | $235.8 萬 | 0.15% | +62,100+101.3% | 加碼 |
| AE Wealth Management LLC | 123,372 | $235.8 萬 | 0.01% | +6,289+5.4% | 加碼 |
| Round Hill Asset Management | 123,046 | $235.1 萬 | 1.48% | −190−0.2% | 減碼 |
| Institute for Wealth Management, LLC. | 122,571 | $234.2 萬 | 0.21% | +20.0% | 加碼 |
| Mercer Global Advisors Inc | 122,360 | $233.8 萬 | 0.00% | −17,828−12.7% | 減碼 |
| STRS Ohio | 122,330 | $233.8 萬 | 0.01% | −1,222−1.0% | 減碼 |
| Easterly Investment Partners LLC | 121,340 | $231.9 萬 | 0.12% | +19,000+18.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 120,727 | $230.7 萬 | 0.02% | +7,862+7.0% | 加碼 |
| Kentucky Retirement Systems | 119,963 | $229.2 萬 | 0.06% | +119,963 | 新進 |
| Lazard Asset Management LLC | 116,957 | $223.5 萬 | 0.00% | −4,169,078−97.3% | 減碼 |
| Hancock Whitney Corp | 115,939 | $221.6 萬 | 0.04% | +45,841+65.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 115,806 | $221.5 萬 | 0.01% | +11,700+11.2% | 加碼 |
| M&T Bank Corp | 115,709 | $221.1 萬 | 0.01% | −23,056−16.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 115,412 | $220.6 萬 | 0.03% | +986+0.9% | 加碼 |
| CWM Advisors, LLC | 114,480 | $218.8 萬 | 0.09% | +114,480 | 新進 |
| GWM Advisors LLC | 113,377 | $216.7 萬 | 0.01% | −6,671−5.6% | 減碼 |
| Greenwood Capital Associates LLC | 111,521 | $213.1 萬 | 0.21% | −896−0.8% | 減碼 |
| Nomura Asset Management International Inc. | 111,304 | $212.7 萬 | 0.00% | −10,677−8.8% | 減碼 |
| FNY Investment Advisers, LLC | 111,350 | $212.7 萬 | 0.78% | −4,521−3.9% | 減碼 |
| US Bancorp | 110,237 | $210.7 萬 | 0.00% | +21,501+24.2% | 加碼 |
| Capital Fund Management S.A. | 108,190 | $206.8 萬 | 0.01% | −25,081−18.8% | 減碼 |
| Truist Financial Corp | 107,696 | $205.8 萬 | 0.00% | −24,428−18.5% | 減碼 |
| Financial Avengers, Inc. | 107,372 | $205.2 萬 | 0.85% | +178+0.2% | 加碼 |
| Hartford Investment Management Co | 106,201 | $203.0 萬 | 0.06% | −3,410−3.1% | 減碼 |
| Vident Advisory, LLC | 106,035 | $202.6 萬 | 0.02% | −7,838−6.9% | 減碼 |
| Fort Sheridan Advisors LLC | 103,657 | $198.1 萬 | 0.21% | −6,126−5.6% | 減碼 |
| CWC Advisors, LLC. | 100,047 | $191.2 萬 | 0.85% | −5,068−4.8% | 減碼 |
| Maryland State Retirement & Pension System | 99,666 | $190.5 萬 | 0.03% | +4,606+4.8% | 加碼 |
| Vivaldi Asset Management, LLC | 99,270 | $189.7 萬 | 0.11% | +99,270 | 新進 |