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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 661 | $48.8K | 0.01% | −127−16.1% | Reduced |
| Grove Bank & Trust | 657 | $48.5K | 0.01% | −67−9.3% | Reduced |
| Headinvest, LLC | 600 | $43.8K | 0.01% | +600 | New |
| Rosenberg Matthew Hamilton | 578 | $42.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 510 | $37.7K | 0.02% | −14−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $37.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 497 | $36.7K | 0.00% | +326+190.6% | Added |
| Atticus Wealth Management, LLC | 455 | $33.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 415 | $30.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 396 | $29.2K | 0.00% | −24−5.7% | Reduced |
| GWM Advisors LLC | 392 | $29.0K | 0.00% | +109+38.5% | Added |
| Column Capital Advisors, LLC | 387 | $28.6K | 0.00% | −9−2.3% | Reduced |
| Front Row Advisors LLC | 382 | $28.2K | 0.01% | −6−1.5% | Reduced |
| South State Corp. | 350 | $25.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 343 | $25.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 339 | $25.0K | 0.00% | +49+16.9% | Added |
| Resources Management Corp | 320 | $24.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 321 | $23.7K | 0.00% | +12+3.9% | Added |
| Coppell Advisory Solutions LLC | 300 | $23.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 311 | $23.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $22.2K | 0.00% | +60+25.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 293 | $21.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $19.6K | 0.00% | +62+29.0% | Added |
| Covestor Ltd | 231 | $17.0K | 0.01% | −70−23.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 225 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $16.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $16.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 214 | $15.8K | 0.00% | −57−21.0% | Reduced |
| Delta Asset Management LLC | 209 | $15.4K | 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 |
| Bell Investment Advisors, Inc | 195 | $14.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 186 | $13.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 185 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 180 | $13.3K | 0.01% | −3−1.6% | Reduced |
| Operose Advisors LLC | 180 | $13.3K | 0.01% | +180 | New |
| Central Trust Co | 168 | $12.4K | 0.00% | +168 | New |
| Beacon Capital Management, LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 169 | $12.0K | 0.00% | −830−83.1% | Reduced |
| West Paces Advisors Inc. | 159 | $11.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 137 | $10.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 136 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 133 | $9.82K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 118 | $8.71K | 0.00% | +8+7.3% | Added |
| Retirement Group, LLC | 116 | $8.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $8.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 94 | $7.99K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $7.68K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $7.39K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 97 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 82 | $6.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 89 | $6.57K | 0.00% | +19+27.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 85 | $6.28K | 0.00% | −100−54.1% | Reduced |
| Financial Management Professionals, Inc. | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 85 | $6.00K | 0.00% | +85 | New |
| Coston, McIsaac & Partners | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $4.73K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 62 | $4.58K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4.21K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 55 | $4.06K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $3.62K | 0.00% | +1+2.1% | Added |
| Group One Trading, L.P. | 47 | $3.47K | 0.00% | +47 | New |
| RFP Financial Group LLC | 45 | $3.32K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 34 | $2.51K | 0.00% | +34 | New |
| Washington Trust Co | 34 | $2.51K | 0.00% | +6+21.4% | Added |
| Hoey Investments, Inc | 32 | $2.36K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 30 | $2.21K | 0.00% | −40,949−99.9% | Reduced |
| Harbour Investments, Inc. | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Motco | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 29 | $2.10K | 0.00% | −191−86.8% | Reduced |
| SJS Investment Consulting Inc. | 28 | $2.07K | 0.00% | +5+21.7% | Added |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $1.99K | 0.00% | +5+22.7% | Added |
| Gradient Investments LLC | 23 | $1.70K | 0.00% | −9−28.1% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $1.33K | 0.00% | +18 | New |
| Sound Income Strategies, LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raleigh Capital Management Inc. | 10 | $737 | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 7 | $485 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $444 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $369 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $223 | 0.00% | −78−96.3% | Reduced |
| Perkins Coie Trust Co | 3 | $221 | 0.00% | +3 | New |
| Colonial Trust Advisors | 2 | $148 | 0.00% | +2 | New |
| Quilter Plc | 250 | – | – | 00.0% | Unchanged |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −367,598−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −254,091−100.0% | Sold out |