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, Q1 2023
Institutional positions in Cbre Group, Inc. as of Mar 31, 2023. 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
- 710
- +13 vs. Q4 2022
- Shares held
- 302.9M
- +1.78M (+0.6%) vs. Q4 2022
- Total value
- $22.0B
- −$1.14B (−4.9%) vs. Q4 2022
- New holders
- 79
- 267 more added
- Sold out
- 66
- 248 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 19,600 | $0 | 0.00% | +19,600 | New |
| Grey Fox Wealth Advisors, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4 | $307 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $364 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $437 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $437 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 7 | $510 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8 | $582 | 0.00% | +8 | New |
| Baystate Wealth Management LLC | 10 | $728 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $729 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| North Star Investment Management Corp. | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $1.09K | 0.00% | +15 | New |
| Exchange Traded Concepts, LLC | 16 | $1.17K | 0.00% | −78−83.0% | Reduced |
| Sound Income Strategies, LLC | 16 | $1.17K | 0.00% | −17−51.5% | Reduced |
| Delos Wealth Advisors, LLC | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $1.31K | 0.00% | −30−62.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.46K | 0.00% | −5−20.0% | Reduced |
| Bellevue Asset Management, LLC | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $1.82K | 0.00% | +25 | New |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $2.04K | 0.00% | +1+3.7% | Added |
| Washington Trust Co | 29 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $2.33K | 0.00% | +32 | New |
| Meeder Asset Management Inc | 46 | $3.35K | 0.00% | +46 | New |
| Washington Trust Advisors, Inc. | 46 | $3.35K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $3.64K | 0.00% | +12+31.6% | Added |
| Abound Wealth Management | 54 | $3.93K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 59 | $4.30K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 62 | $4.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $4.66K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 75 | $5.46K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 82 | $5.97K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 90 | $6.55K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 97 | $7.06K | 0.00% | +97 | New |
| Westside Investment Management, Inc. | 100 | $7.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $7.94K | 0.00% | −9−7.6% | Reduced |
| Retirement Group, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 110 | $8.01K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 62 | $8.06K | 0.01% | −14,531−99.6% | Reduced |
| Gladius Capital Management LP | 114 | $8.30K | 0.00% | +114 | New |
| Core Alternative Capital | 123 | $8.96K | 0.00% | +33+36.7% | Added |
| Steward Financial Group LLC | 129 | $9.00K | 0.00% | +53+69.7% | Added |
| Pacifica Partners Inc. | 135 | $9.45K | 0.01% | +106+365.5% | Added |
| Salem Investment Counselors Inc | 137 | $9.97K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 144 | $10.5K | 2.85% | +4+2.9% | Added |
| Sageworth Trust Co | 144 | $10.5K | 0.00% | +144 | New |
| Beacon Capital Management, LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 159 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 163 | $11.9K | 0.01% | +163 | New |
| Riverview Trust Co | 169 | $12.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 175 | $12.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 175 | $12.7K | 0.01% | +175 | New |
| Horan Securities, Inc. | 178 | $13.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 185 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 185 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $14.0K | 0.00% | −41−17.6% | Reduced |
| McIlrath & Eck, LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 209 | $15.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $16.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 221 | $16.4K | 0.00% | −289−56.7% | Reduced |
| Pflug Koory, LLC | 225 | $16.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 225 | $16.4K | 0.00% | +225 | New |
| Avalon Trust Co | 230 | $16.7K | 0.00% | +230 | New |
| Arlington Partners LLC | 235 | $17.1K | 0.00% | +110+88.0% | Added |
| RFP Financial Group LLC | 240 | $17.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 241 | $17.5K | 0.00% | +31+14.8% | Added |
| AdvisorNet Financial, Inc | 257 | $18.7K | 0.00% | −40−13.5% | Reduced |
| Bogart Wealth, LLC | 293 | $21.3K | 0.00% | −410−58.3% | Reduced |
| Zions Bancorporation, N.A. | 301 | $21.9K | 0.00% | −614−67.1% | Reduced |
| Spire Wealth Management | 301 | $21.9K | 0.00% | +34+12.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $22.0K | 0.01% | −215−41.7% | Reduced |
| JJJ Advisors Inc. | 337 | $23.9K | 0.01% | −25−6.9% | Reduced |
| South State Corp. | 350 | $25.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 394 | $29.0K | 0.01% | −6−1.5% | Reduced |
| CVA Family Office, LLC | 405 | $29.5K | 0.01% | +180+80.0% | Added |
| Massmutual Trust Co FSB | 424 | $30.9K | 0.00% | +160+60.6% | Added |
| World Equity Group, Inc. | 31,256 | $31.3K | 0.01% | +31,256 | New |
| Glassman Wealth Services | 432 | $31.5K | 0.01% | +29+7.2% | Added |
| Atticus Wealth Management, LLC | 455 | $33.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 499 | $36.3K | 0.00% | +182+57.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 508 | $37.0K | 0.02% | +14+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $37.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 510 | $37.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 550 | $40.0K | 0.01% | +89+19.3% | Added |
| Cullen/Frost Bankers, Inc. | 552 | $40.2K | 0.00% | +376+213.6% | Added |
| Allworth Financial LP | 559 | $40.7K | 0.00% | +80+16.7% | Added |
| Rosenberg Matthew Hamilton | 577 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 598 | $43.5K | 0.00% | +598 | New |