Cbre Group, Inc.
CBRE- Exchange
- NYSE
- Industry
- Real Estate
- SEC CIK
- 0001138118
In the last 90 days, Cbre Group, Inc. insiders filed 0 open-market purchases and 3 sales; 1,076 institutions reported holding it in 13F filings for Q2 2026, worth $38.1B in total; superinvestors Harris Associates (Oakmark) and ValueAct Capital hold it.
13F holders, Q4 2021
Institutional positions in Cbre Group, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 782
- +107 vs. Q3 2021
- Shares held
- 320.6M
- +518.5K (+0.2%) vs. Q3 2021
- Total value
- $34.7B
- +$3.58B (+11.5%) vs. Q3 2021
- New holders
- 144
- 289 more added
- Sold out
- 37
- 249 more reduced
11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,076 | $38.1B |
| Q1 2026 | 1,082 | $38.1B |
| Q4 2025 | 1,112 | $46.1B |
| Q3 2025 | 1,062 | $44.4B |
| Q2 2025 | 1,014 | $40.2B |
| Q1 2025 | 989 | $38.0B |
| Q4 2024 | 945 | $38.6B |
| Q3 2024 | 867 | $36.8B |
| Q2 2024 | 783 | $26.6B |
| Q1 2024 | 797 | $29.1B |
| Q4 2023 | 763 | $28.1B |
| Q3 2023 | 698 | $22.0B |
| Q2 2023 | 706 | $24.6B |
| Q1 2023 | 710 | $22.0B |
| Q4 2022 | 705 | $23.2B |
| Q3 2022 | 701 | $20.7B |
| Q2 2022 | 700 | $22.8B |
| Q1 2022 | 762 | $28.7B |
| Q4 2021 | 782 | $34.7B |
| Q3 2021 | 686 | $31.2B |
| Q2 2021 | 671 | $27.6B |
| Q1 2021 | 634 | $25.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 451 | $49.0K | 0.00% | +451 | New |
| Carroll Financial Associates, Inc. | 470 | $50.0K | 0.00% | −267−36.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 494 | $54.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 515 | $56.0K | 0.04% | +215+71.7% | Added |
| TCI Wealth Advisors, Inc. | 522 | $57.0K | 0.01% | +22+4.4% | Added |
| TD Ameritrade Investment Management, LLC | 545 | $59.0K | 0.00% | +545 | New |
| Rosenberg Matthew Hamilton | 577 | $63.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 608 | $66.0K | 0.09% | +608 | New |
| Brewin Dolphin Wealth Management Ltd | 620 | $67.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 619 | $67.2K | 0.00% | −147−19.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 654 | $71.0K | 0.04% | +654 | New |
| EverSource Wealth Advisors, LLC | 670 | $73.0K | 0.02% | +670 | New |
| Bogart Wealth, LLC | 703 | $76.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 711 | $77.0K | 0.01% | +711 | New |
| Resources Management Corp | 720 | $78.0K | 0.01% | −55−7.1% | Reduced |
| Neo Ivy Capital Management | 757 | $82.0K | 0.12% | −14,512−95.0% | Reduced |
| Itau Unibanco Holding S.A. | 752 | $82.0K | 0.00% | +752 | New |
| Lindbrook Capital, LLC | 786 | $85.0K | 0.01% | −11−1.4% | Reduced |
| Barrett Asset Management, LLC | 779 | $85.0K | 0.00% | +14+1.8% | Added |
| IFP Advisors, Inc | 774 | $85.0K | 0.00% | +44+6.0% | Added |
| AdvisorNet Financial, Inc | 790 | $86.0K | 0.01% | +15+1.9% | Added |
| Quent Capital, LLC | 788 | $86.0K | 0.02% | +788 | New |
| Assetmark, Inc | 800 | $87.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 828 | $90.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 857 | $93.0K | 0.01% | +857 | New |
| Patriot Financial Group Insurance Agency, LLC | 903 | $98.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 920 | $99.8K | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 994 | $107.9K | 0.00% | −552−35.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,025 | $113.1K | 0.00% | +1,025 | New |
| Deseret Mutual Benefit Administrators | 1,100 | $119.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,148 | $125.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,219 | $133.0K | 0.00% | +1,219 | New |
| FinTrust Capital Advisors, LLC | 1,285 | $139.0K | 0.03% | +495+62.7% | Added |
| CWM, LLC | 1,426 | $155.0K | 0.00% | +1,426 | New |
| State of Wyoming | 1,453 | $158.0K | 0.07% | −888−37.9% | Reduced |
| Clearstead Advisors, LLC | 1,587 | $172.0K | 0.01% | +587+58.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,606 | $174.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,616 | $174.0K | 0.01% | +64+4.1% | Added |
| GraniteShares Advisors LLC | 1,623 | $176.0K | 0.08% | +1,623 | New |
| Optimum Investment Advisors | 1,750 | $190.0K | 0.07% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,800 | $195.0K | 0.03% | +1,800 | New |
| Capital Asset Advisory Services LLC | 1,842 | $200.0K | 0.02% | +1,842 | New |
| West Family Investments, Inc. | 1,854 | $201.0K | 0.06% | −358−16.2% | Reduced |
| R. W. Roge & Company, Inc. | 2,000 | $203.0K | 0.16% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,873 | $203.0K | 0.09% | +1,873 | New |
| Gateway Investment Advisers LLC | 1,889 | $205.0K | 0.00% | −196−9.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,918 | $208.0K | 0.13% | −65−3.3% | Reduced |
| Change Path, LLC | 1,913 | $208.0K | 0.01% | +1,913 | New |
| Harvest Fund Management Co., Ltd | 1,957 | $212.0K | 0.04% | +1,365+230.6% | Added |
| Brighton Jones LLC | 1,974 | $214.0K | 0.01% | +1,974 | New |
| Abacus Planning Group, Inc. | 1,976 | $214.0K | 0.06% | +1,976 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,973 | $214.0K | 0.04% | +1,973 | New |
| Marcum Wealth, LLC | 1,974 | $214.0K | 0.03% | +1,974 | New |
| Cary Street Partners Asset Management LLC | 1,968 | $214.0K | 0.05% | +1,968 | New |
| Tolleson Wealth Management, Inc. | 2,000 | $217.0K | 0.06% | +2,000 | New |
| Circle Wealth Management, LLC | 2,008 | $218.0K | 0.03% | +2,008 | New |
| Mission Wealth Management, LP | 2,018 | $219.0K | 0.01% | −718−26.2% | Reduced |
| Family Firm, Inc. | 2,025 | $220.0K | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,031 | $220.0K | 0.00% | +2,031 | New |
| CWA Asset Management Group, LLC | 2,030 | $220.0K | 0.02% | +2,030 | New |
| Convergence Investment Partners, LLC | 2,035 | $221.0K | 0.11% | +5+0.2% | Added |
| One Wealth Advisors, LLC | 2,069 | $225.0K | 0.06% | −197−8.7% | Reduced |
| S.E.E.D. Planning Group LLC | 2,078 | $225.0K | 0.10% | −22−1.0% | Reduced |
| Evernest Financial Advisors, LLC | 2,603 | $225.3K | 0.12% | +2,603 | New |
| Two Sigma Securities, LLC | 2,085 | $226.0K | 0.04% | +2,085 | New |
| First National Bank of Hutchinson | 2,120 | $230.0K | 0.13% | +2,120 | New |
| 180 Wealth Advisors, LLC | 2,300 | $233.0K | 0.05% | −142−5.8% | Reduced |
| Heritage Wealth Advisors | 2,155 | $234.0K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 2,164 | $235.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,165 | $235.0K | 0.01% | +31+1.5% | Added |
| TownSquare Capital, LLC | 2,171 | $236.0K | 0.01% | +2,171 | New |
| Savant Capital, LLC | 2,185 | $237.0K | 0.01% | +2,185 | New |
| Alphasimplex Group, LLC | 2,189 | $238.0K | 0.41% | −1,706−43.8% | Reduced |
| Smithfield Trust Co | 2,195 | $239.0K | 0.01% | −56−2.5% | Reduced |
| Minot Wealth Management LLC | 2,224 | $241.0K | 0.05% | −5−0.2% | Reduced |
| MBB Public Markets I LLC | 2,222 | $241.0K | 0.00% | +2,222 | New |
| Mather Group, LLC. | 2,239 | $243.0K | 0.00% | +72+3.3% | Added |
| Checchi Capital Advisers, LLC | 2,266 | $246.0K | 0.03% | −51−2.2% | Reduced |
| ProVise Management Group, LLC | 2,280 | $247.0K | 0.02% | −850−27.2% | Reduced |
| Carson Advisory Inc. | 2,281 | $248.0K | 0.25% | +2,281 | New |
| Regentatlantic Capital LLC | 2,299 | $249.0K | 0.01% | +33+1.5% | Added |
| Cerity Partners LLC | 2,252 | $249.0K | 0.00% | +2,252 | New |
| Engine No. 1 LLC | 2,291 | $249.0K | 0.05% | +2,291 | New |
| Mirova | 2,310 | $250.0K | 0.03% | +2,310 | New |
| Stephens Inc | 2,330 | $253.0K | 0.00% | −77−3.2% | Reduced |
| Meeder Asset Management Inc | 2,359 | $256.0K | 0.03% | +107+4.8% | Added |
| V Wealth Advisors LLC | 2,389 | $259.0K | 0.04% | +25+1.1% | Added |
| Graham Capital Management, L.P. | 2,407 | $261.0K | 0.01% | +2,407 | New |
| Prudent Man Advisors, LLC | 2,411 | $262.0K | 0.10% | −612−20.2% | Reduced |
| Coldstream Capital Management Inc | 2,413 | $262.0K | 0.01% | +2,413 | New |
| AlphaStar Capital Management, LLC | 2,526 | $262.0K | 0.02% | +2,526 | New |
| Harbor Investment Advisory, LLC | 2,421 | $263.0K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,420 | $263.0K | 0.04% | +103+4.4% | Added |
| Personal Cfo Solutions, LLC | 2,423 | $263.0K | 0.05% | +2,423 | New |
| Renasant Bank | 2,443 | $265.0K | 0.18% | +179+7.9% | Added |
| Delphia (USA) Inc. | 2,565 | $278.0K | 0.30% | +2,565 | New |
| Cutter & CO Brokerage, Inc. | 2,584 | $280.0K | 0.08% | −175−6.3% | Reduced |
| Ninepoint Partners LP | 2,739 | $297.0K | 0.11% | +2,739 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,745 | $298.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,751 | $298.5K | 0.01% | 00.0% | Unchanged |