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 |
|---|---|---|---|---|---|
| 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 |
| Carson Advisory Inc. | 2,281 | $248.0K | 0.25% | +2,281 | New |
| ProVise Management Group, LLC | 2,280 | $247.0K | 0.02% | −850−27.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,266 | $246.0K | 0.03% | −51−2.2% | Reduced |
| Mather Group, LLC. | 2,239 | $243.0K | 0.00% | +72+3.3% | Added |
| 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 |
| Smithfield Trust Co | 2,195 | $239.0K | 0.01% | −56−2.5% | Reduced |
| Alphasimplex Group, LLC | 2,189 | $238.0K | 0.41% | −1,706−43.8% | Reduced |
| Savant Capital, LLC | 2,185 | $237.0K | 0.01% | +2,185 | New |
| TownSquare Capital, LLC | 2,171 | $236.0K | 0.01% | +2,171 | New |
| 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 |
| Heritage Wealth Advisors | 2,155 | $234.0K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,300 | $233.0K | 0.05% | −142−5.8% | Reduced |
| First National Bank of Hutchinson | 2,120 | $230.0K | 0.13% | +2,120 | New |
| Two Sigma Securities, LLC | 2,085 | $226.0K | 0.04% | +2,085 | New |
| Evernest Financial Advisors, LLC | 2,603 | $225.3K | 0.12% | +2,603 | New |
| 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 |
| Convergence Investment Partners, LLC | 2,035 | $221.0K | 0.11% | +5+0.2% | Added |
| 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 |
| Mission Wealth Management, LP | 2,018 | $219.0K | 0.01% | −718−26.2% | Reduced |
| Circle Wealth Management, LLC | 2,008 | $218.0K | 0.03% | +2,008 | New |
| Tolleson Wealth Management, Inc. | 2,000 | $217.0K | 0.06% | +2,000 | New |
| 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 |
| Harvest Fund Management Co., Ltd | 1,957 | $212.0K | 0.04% | +1,365+230.6% | Added |
| 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 |
| Gateway Investment Advisers LLC | 1,889 | $205.0K | 0.00% | −196−9.4% | 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 |
| West Family Investments, Inc. | 1,854 | $201.0K | 0.06% | −358−16.2% | Reduced |
| Capital Asset Advisory Services LLC | 1,842 | $200.0K | 0.02% | +1,842 | New |
| Crescent Capital Consulting, LLC | 1,800 | $195.0K | 0.03% | +1,800 | New |
| Optimum Investment Advisors | 1,750 | $190.0K | 0.07% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,623 | $176.0K | 0.08% | +1,623 | New |
| 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 |
| Clearstead Advisors, LLC | 1,587 | $172.0K | 0.01% | +587+58.7% | Added |
| State of Wyoming | 1,453 | $158.0K | 0.07% | −888−37.9% | Reduced |
| CWM, LLC | 1,426 | $155.0K | 0.00% | +1,426 | New |
| FinTrust Capital Advisors, LLC | 1,285 | $139.0K | 0.03% | +495+62.7% | Added |
| Umb Bank N A | 1,219 | $133.0K | 0.00% | +1,219 | New |
| Tobam | 1,148 | $125.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,100 | $119.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,025 | $113.1K | 0.00% | +1,025 | New |
| Erste Asset Management GmbH | 994 | $107.9K | 0.00% | −552−35.7% | Reduced |
| Archer Investment Corp | 920 | $99.8K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 903 | $98.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 857 | $93.0K | 0.01% | +857 | New |
| Manchester Capital Management LLC | 828 | $90.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 800 | $87.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 790 | $86.0K | 0.01% | +15+1.9% | Added |
| Quent Capital, LLC | 788 | $86.0K | 0.02% | +788 | 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 |
| 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 |
| Resources Management Corp | 720 | $78.0K | 0.01% | −55−7.1% | Reduced |
| Cutler Group LP | 711 | $77.0K | 0.01% | +711 | New |
| Bogart Wealth, LLC | 703 | $76.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 670 | $73.0K | 0.02% | +670 | New |
| Fortitude Advisory Group L.L.C. | 654 | $71.0K | 0.04% | +654 | New |
| TD Private Client Wealth LLC | 619 | $67.2K | 0.00% | −147−19.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 620 | $67.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 608 | $66.0K | 0.09% | +608 | New |
| Rosenberg Matthew Hamilton | 577 | $63.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 545 | $59.0K | 0.00% | +545 | New |
| TCI Wealth Advisors, Inc. | 522 | $57.0K | 0.01% | +22+4.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 515 | $56.0K | 0.04% | +215+71.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 494 | $54.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 470 | $50.0K | 0.00% | −267−36.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 453 | $49.0K | 0.01% | +427+1,642.3% | Added |
| Capstone Investment Advisors, LLC | 451 | $49.0K | 0.00% | +451 | New |
| Zions Bancorporation, N.A. | 431 | $47.0K | 0.00% | +76+21.4% | Added |
| Farmers & Merchants Investments Inc | 428 | $46.0K | 0.00% | −27−5.9% | Reduced |
| Confluence Wealth Services, Inc. | 429 | $46.0K | 0.01% | +429 | New |
| Seldon Capital LP | 415 | $45.0K | 0.03% | +415 | New |
| Front Row Advisors LLC | 407 | $44.0K | 0.02% | −18−4.2% | Reduced |
| South State Corp. | 387 | $42.0K | 0.00% | +37+10.6% | Added |
| CVA Family Office, LLC | 375 | $41.0K | 0.01% | +375 | New |
| Trustcore Financial Services, LLC | 370 | $40.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 324 | $35.0K | 0.00% | +324 | New |
| Graves-Light Private Wealth Management, Inc. | 314 | $34.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 300 | $33.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 299 | $32.0K | 0.01% | −97−24.5% | Reduced |
| Howe & Rusling Inc | 295 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $30.0K | 0.00% | +79+40.9% | Added |
| Amplius Wealth Advisors, LLC | 266 | $28.0K | 0.00% | +266 | New |
| Systematic Financial Management LP | 249 | $27.0K | 0.00% | −120−32.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 229 | $25.0K | 0.00% | 00.0% | Unchanged |