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, Q2 2023
Institutional positions in Cbre Group, Inc. as of Jun 30, 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
- 706
- −3 vs. Q1 2023
- Shares held
- 305.2M
- +2.30M (+0.8%) vs. Q1 2023
- Total value
- $24.6B
- +$2.56B (+11.6%) vs. Q1 2023
- New holders
- 68
- 230 more added
- Sold out
- 71
- 303 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 788 | $63.6K | 0.01% | +47+6.3% | Added |
| TD Waterhouse Canada Inc. | 754 | $63.1K | 0.00% | +54+7.7% | Added |
| GeoWealth Management, LLC | 745 | $60.0K | 0.01% | +80+12.0% | Added |
| Massmutual Trust Co FSB | 734 | $59.2K | 0.00% | +310+73.1% | Added |
| Grove Bank & Trust | 724 | $58.4K | 0.01% | +174+31.6% | Added |
| Leonteq Securities AG | 723 | $58.4K | 0.01% | +119+19.7% | Added |
| Rosenberg Matthew Hamilton | 578 | $46.6K | 0.02% | +1+0.2% | Added |
| IFP Advisors, Inc | 985 | $45.4K | 0.00% | −15−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 524 | $42.3K | 0.02% | +14+2.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $41.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 455 | $36.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 440 | $35.5K | 0.01% | +35+8.6% | Added |
| State of Wyoming | 434 | $35.0K | 0.01% | −1,108−71.9% | Reduced |
| EverSource Wealth Advisors, LLC | 420 | $33.9K | 0.00% | −389−48.1% | Reduced |
| Glassman Wealth Services | 415 | $33.5K | 0.01% | −17−3.9% | Reduced |
| Clear Street Markets LLC | 405 | $33.0K | 0.01% | −214−34.6% | Reduced |
| Column Capital Advisors, LLC | 396 | $32.0K | 0.00% | −256−39.3% | Reduced |
| Front Row Advisors LLC | 388 | $31.0K | 0.01% | −6−1.5% | Reduced |
| South State Corp. | 350 | $28.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 343 | $27.7K | 0.01% | +6+1.8% | Added |
| Resources Management Corp | 320 | $26.0K | 0.00% | −3,060−90.5% | Reduced |
| Zions Bancorporation, N.A. | 311 | $25.1K | 0.00% | +10+3.3% | Added |
| Covestor Ltd | 301 | $25.0K | 0.02% | −1,218−80.2% | Reduced |
| Spire Wealth Management | 309 | $24.9K | 0.00% | +8+2.7% | Added |
| Coppell Advisory Solutions LLC | 300 | $24.1K | 0.01% | +300 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 293 | $23.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 290 | $23.4K | 0.00% | −269−48.1% | Reduced |
| GWM Advisors LLC | 283 | $22.8K | 0.00% | −4,809−94.4% | Reduced |
| AdvisorNet Financial, Inc | 271 | $21.9K | 0.00% | +14+5.4% | Added |
| MV Capital Management, Inc. | 240 | $19.4K | 0.00% | −1−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 225 | $18.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $18.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 220 | $18.0K | 0.01% | +85+63.0% | Added |
| Farmers & Merchants Investments Inc | 222 | $17.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 214 | $17.3K | 0.00% | −7−3.2% | Reduced |
| Delta Asset Management LLC | 209 | $16.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $15.7K | 0.00% | +3+1.6% | Added |
| Riverview Trust Co | 186 | $15.0K | 0.01% | +17+10.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 185 | $14.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 185 | $14.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 183 | $14.8K | 0.01% | +183 | New |
| Rocky Mountain Advisers, LLC | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 178 | $14.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 171 | $13.8K | 0.00% | +81+90.0% | Added |
| Ridgewood Investments LLC | 163 | $13.2K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 161 | $13.0K | 4.20% | +17+11.8% | Added |
| West Paces Advisors Inc. | 159 | $12.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 137 | $11.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 136 | $11.0K | 0.00% | +13+10.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 133 | $10.7K | 0.00% | −375−73.8% | Reduced |
| GW&K Investment Management, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Retirement Group, LLC | 116 | $9.36K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 110 | $8.88K | 0.00% | −125−53.2% | Reduced |
| Sutton Wealth Advisors Inc. | 110 | $8.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $8.80K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $8.39K | 0.00% | −448−81.2% | Reduced |
| Westside Investment Management, Inc. | 100 | $8.07K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 97 | $7.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 94 | $7.55K | 0.00% | +94 | New |
| Financial Management Professionals, Inc. | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 82 | $6.62K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 80 | $6.46K | 0.00% | +80 | New |
| Abound Wealth Management | 70 | $5.65K | 0.00% | +16+29.6% | Added |
| Raffa Wealth Management, LLC | 64 | $5.17K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 59 | $5.00K | 0.00% | +2+3.5% | Added |
| Aspire Private Capital, LLC | 60 | $4.84K | 0.00% | +1+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 55 | $4.44K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 53 | $4.28K | 0.00% | −2,658−98.0% | Reduced |
| Manchester Capital Management LLC | 48 | $3.88K | 0.00% | −864−94.7% | Reduced |
| RFP Financial Group LLC | 45 | $3.63K | 0.00% | −195−81.3% | Reduced |
| KB Financial Partners, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $2.58K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $2.58K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 29 | $2.34K | 0.00% | +11+61.1% | Added |
| Motco | 29 | $2.34K | 0.00% | +29 | New |
| Washington Trust Co | 28 | $2.26K | 0.00% | −1−3.4% | Reduced |
| Disciplined Investments, LLC | 26 | $2.10K | 0.00% | −2−7.1% | Reduced |
| Bollard Group LLC | 30 | $2.00K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 23 | $1.86K | 0.00% | +3+15.0% | Added |
| Prestige Wealth Management Group LLC | 22 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 22 | $1.77K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $1.13K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 10 | $808 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $808 | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 10 | $807 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 81 | $693 | 0.00% | +81 | New |
| Carolinas Wealth Consulting LLC | 7 | $565 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $485 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6 | $485 | 0.00% | +6 | New |