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 2023
Institutional positions in Cbre Group, Inc. as of Dec 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
- 763
- +75 vs. Q3 2023
- Shares held
- 302.2M
- +4.66M (+1.6%) vs. Q3 2023
- Total value
- $28.1B
- +$6.13B (+27.9%) vs. Q3 2023
- New holders
- 125
- 236 more added
- Sold out
- 50
- 295 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| Caitlin John, LLC | 1 | $93 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $222 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $305 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $372 | 0.00% | +4 | New |
| True Wealth Design, LLC | 6 | $559 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $652 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $652 | 0.00% | +7 | New |
| Ables, Iannone, Moore & Associates, Inc. | 8 | $745 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $931 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $931 | 0.00% | +10 | New |
| Venturi Wealth Management, LLC | 12 | $1.12K | 0.00% | +12 | New |
| North Star Investment Management Corp. | 14 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $1.61K | 0.00% | +7+70.0% | Added |
| Fairman Group, LLC | 19 | $1.77K | 0.00% | +19 | New |
| Armstrong Advisory Group, Inc | 20 | $1.86K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 21 | $1.97K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 22 | $2.05K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $2.14K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 25 | $2.33K | 0.00% | −3−10.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $2.33K | 0.00% | +25 | New |
| Pacifica Partners Inc. | 29 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $2.51K | 0.00% | 00.0% | Unchanged |
| Motco | 29 | $2.70K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $2.89K | 0.00% | +31 | New |
| Hoey Investments, Inc | 32 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 34 | $3.00K | 0.00% | +20+142.9% | Added |
| Washington Trust Co | 34 | $3.17K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 34 | $3.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 40 | $3.72K | 0.00% | +30+300.0% | Added |
| FSA Wealth Management LLC | 39 | $4.00K | 0.00% | +39 | New |
| Quarry LP | 43 | $4.00K | 0.00% | +43 | New |
| Jackson, Grant Investment Advisers, Inc. | 44 | $4.10K | 0.00% | −89−66.9% | Reduced |
| Pineridge Advisors LLC | 44 | $4.10K | 0.00% | +44 | New |
| RFP Financial Group LLC | 45 | $4.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 47 | $4.38K | 0.00% | +29+161.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 57 | $5.00K | 0.00% | −2−3.4% | Reduced |
| Valley National Advisers Inc | 55 | $5.00K | 0.00% | +55 | New |
| Trifecta Capital Advisors, LLC | 55 | $5.12K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 61 | $5.68K | 0.00% | +61 | New |
| Carmichael Hill & Associates, Inc. | 62 | $5.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $5.96K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 65 | $6.05K | 0.00% | +65 | New |
| Kayne Anderson Rudnick Investment Management LLC | 67 | $6.24K | 0.00% | +10+17.5% | Added |
| Abound Wealth Management | 85 | $7.91K | 0.00% | −4−4.5% | Reduced |
| Financial Management Professionals, Inc. | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 94 | $8.82K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $9.31K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $9.68K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 110 | $10.0K | 0.00% | −25,920−99.6% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $10.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 110 | $10.2K | 0.00% | −26−19.1% | Reduced |
| Retirement Group, LLC | 116 | $10.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 132 | $12.0K | 0.00% | +4+3.1% | Added |
| Close Asset Management Ltd | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 135 | $12.6K | 0.00% | +135 | New |
| Salem Investment Counselors Inc | 137 | $12.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 148 | $13.8K | 0.01% | +148 | New |
| Private Wealth Management Group, LLC | 156 | $14.5K | 0.01% | +156 | New |
| Manchester Capital Management LLC | 162 | $15.1K | 0.00% | +113+230.6% | Added |
| Central Trust Co | 168 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 170 | $15.8K | 0.01% | −10−5.6% | Reduced |
| Operose Advisors LLC | 180 | $16.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 185 | $17.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $17.6K | 0.00% | +189 | New |
| Bell Investment Advisors, Inc | 195 | $18.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 205 | $19.1K | 0.01% | +205 | New |
| Fortitude Family Office, LLC | 206 | $19.2K | 0.01% | +206 | New |
| Delta Asset Management LLC | 209 | $19.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $20.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 225 | $20.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $20.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 233 | $21.7K | 0.00% | +19+8.9% | Added |
| Exchange Traded Concepts, LLC | 242 | $22.5K | 0.00% | +242 | New |
| Covestor Ltd | 254 | $24.0K | 0.02% | +23+10.0% | Added |
| SYSTM Wealth Solutions LLC | 262 | $24.4K | 0.00% | +262 | New |
| MV Capital Management, Inc. | 265 | $24.7K | 0.00% | −35−11.7% | Reduced |
| West Paces Advisors Inc. | 268 | $24.9K | 0.01% | +109+68.6% | Added |
| Resources Management Corp | 290 | $27.0K | 0.00% | −30−9.4% | Reduced |
| Bogart Wealth, LLC | 293 | $27.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 325 | $27.8K | 0.00% | +4+1.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 316 | $29.4K | 0.00% | +5+1.6% | Added |
| JJJ Advisors Inc. | 325 | $30.3K | 0.01% | −18−5.2% | Reduced |
| Global Retirement Partners, LLC | 356 | $30.4K | 0.00% | +80+29.0% | Added |
| Allworth Financial LP | 343 | $31.9K | 0.00% | +4+1.2% | Added |
| Harbour Investments, Inc. | 349 | $32.5K | 0.00% | +320+1,103.4% | Added |
| South State Corp. | 350 | $32.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 368 | $34.3K | 0.00% | −28−7.1% | Reduced |
| Deseret Mutual Benefit Administrators | 396 | $36.9K | 0.02% | −114−22.4% | Reduced |
| Glassman Wealth Services | 400 | $37.2K | 0.01% | −15−3.6% | Reduced |