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, Q3 2023
Institutional positions in Cbre Group, Inc. as of Sep 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
- 698
- −2 vs. Q2 2023
- Shares held
- 297.7M
- −7.23M (−2.4%) vs. Q2 2023
- Total value
- $22.0B
- −$2.58B (−10.5%) vs. Q2 2023
- New holders
- 62
- 233 more added
- Sold out
- 64
- 281 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 2 | $148 | 0.00% | +2 | New |
| Perkins Coie Trust Co | 3 | $221 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $223 | 0.00% | −78−96.3% | Reduced |
| Versant Capital Management, Inc | 4 | $295 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $369 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $444 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $485 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $737 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $739 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $739 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $739 | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | −6−30.0% | Reduced |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $1.33K | 0.00% | +18 | New |
| Delos Wealth Advisors, LLC | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $1.70K | 0.00% | −9−28.1% | Reduced |
| Bellevue Asset Management, LLC | 27 | $1.99K | 0.00% | +5+22.7% | Added |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.07K | 0.00% | +5+21.7% | Added |
| Pacifica Partners Inc. | 29 | $2.10K | 0.00% | −191−86.8% | Reduced |
| Harbour Investments, Inc. | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Motco | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 30 | $2.21K | 0.00% | −40,949−99.9% | Reduced |
| Hoey Investments, Inc | 32 | $2.36K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 34 | $2.51K | 0.00% | +6+21.4% | Added |
| Addison Advisors LLC | 34 | $2.51K | 0.00% | +34 | New |
| RFP Financial Group LLC | 45 | $3.32K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 47 | $3.47K | 0.00% | +47 | New |
| Manchester Capital Management LLC | 49 | $3.62K | 0.00% | +1+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 55 | $4.06K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4.21K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 62 | $4.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $4.73K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 85 | $6.00K | 0.00% | +85 | New |
| Fuller & Thaler Asset Management, Inc. | 85 | $6.28K | 0.00% | −100−54.1% | Reduced |
| Abound Wealth Management | 89 | $6.57K | 0.00% | +19+27.1% | Added |
| Rational Advisors LLC | 82 | $6.62K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 97 | $7.16K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $7.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 94 | $7.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $8.05K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 116 | $8.57K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 118 | $8.71K | 0.00% | +8+7.3% | Added |
| GW&K Investment Management, LLC | 128 | $9.00K | 0.00% | +3+2.4% | Added |
| Close Asset Management Ltd | 125 | $9.00K | 0.00% | +125 | New |
| Jackson, Grant Investment Advisers, Inc. | 133 | $9.82K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 136 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 137 | $10.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 159 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 169 | $12.0K | 0.00% | −830−83.1% | Reduced |
| Beacon Capital Management, LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 168 | $12.4K | 0.00% | +168 | New |
| Cornerstone Planning Group LLC | 180 | $13.3K | 0.01% | −3−1.6% | Reduced |
| Operose Advisors LLC | 180 | $13.3K | 0.01% | +180 | New |
| CNB Bank | 185 | $13.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 186 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $14.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 209 | $15.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 214 | $15.8K | 0.00% | −57−21.0% | Reduced |
| Farmers & Merchants Investments Inc | 222 | $16.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 225 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $16.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 231 | $17.0K | 0.01% | −70−23.3% | Reduced |
| Global Retirement Partners, LLC | 276 | $19.6K | 0.00% | +62+29.0% | Added |
| Bogart Wealth, LLC | 293 | $21.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $22.2K | 0.00% | +60+25.0% | Added |
| Zions Bancorporation, N.A. | 311 | $23.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 300 | $23.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 321 | $23.7K | 0.00% | +12+3.9% | Added |
| Resources Management Corp | 320 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 339 | $25.0K | 0.00% | +49+16.9% | Added |
| JJJ Advisors Inc. | 343 | $25.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 350 | $25.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 382 | $28.2K | 0.01% | −6−1.5% | Reduced |
| Column Capital Advisors, LLC | 387 | $28.6K | 0.00% | −9−2.3% | Reduced |
| GWM Advisors LLC | 392 | $29.0K | 0.00% | +109+38.5% | Added |
| EverSource Wealth Advisors, LLC | 396 | $29.2K | 0.00% | −24−5.7% | Reduced |
| Glassman Wealth Services | 415 | $30.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 455 | $33.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 497 | $36.7K | 0.00% | +326+190.6% | Added |
| Deseret Mutual Benefit Administrators | 510 | $37.7K | 0.02% | −14−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $37.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 578 | $42.7K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 600 | $43.8K | 0.01% | +600 | New |
| Grove Bank & Trust | 657 | $48.5K | 0.01% | −67−9.3% | Reduced |
| Private Trust Co NA | 661 | $48.8K | 0.01% | −127−16.1% | Reduced |
| Massmutual Trust Co FSB | 681 | $50.3K | 0.00% | −53−7.2% | Reduced |
| State of Wyoming | 684 | $50.5K | 0.01% | +250+57.6% | Added |
| First Horizon Advisors, Inc. | 688 | $50.8K | 0.00% | −229−25.0% | Reduced |