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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 417 | $38.8K | 0.00% | −9,856−95.9% | Reduced |
| Atticus Wealth Management, LLC | 455 | $42.4K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 486 | $45.2K | 0.01% | +486 | New |
| EntryPoint Capital, LLC | 499 | $46.5K | 0.04% | +499 | New |
| Bruce G. Allen Investments, LLC | 520 | $48.4K | 0.04% | +520 | New |
| Planned Solutions, Inc. | 563 | $52.4K | 0.02% | +563 | New |
| Rosenberg Matthew Hamilton | 578 | $53.8K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 620 | $57.7K | 0.00% | −13,503−95.6% | Reduced |
| West Tower Group, LLC | 627 | $58.4K | 0.12% | +627 | New |
| EdgeRock Capital LLC | 693 | $58.9K | 0.04% | +693 | New |
| Private Trust Co NA | 647 | $60.2K | 0.01% | −14−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 659 | $61.3K | 0.01% | −686−51.0% | Reduced |
| Grove Bank & Trust | 684 | $63.7K | 0.01% | +27+4.1% | Added |
| TD Waterhouse Canada Inc. | 754 | $67.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 726 | $67.6K | 0.01% | +42+6.1% | Added |
| First Horizon Advisors, Inc. | 758 | $70.6K | 0.00% | +70+10.2% | Added |
| Rakuten Investment Management, Inc. | 757 | $71.0K | 0.00% | +757 | New |
| Massmutual Trust Co FSB | 771 | $71.8K | 0.00% | +90+13.2% | Added |
| Whittier Trust Co of Nevada Inc | 795 | $74.0K | 0.00% | −104−11.6% | Reduced |
| Assetmark, Inc | 818 | $76.1K | 0.00% | +18+2.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 820 | $76.3K | 0.04% | +820 | New |
| CVA Family Office, LLC | 835 | $77.7K | 0.02% | +835 | New |
| Spartan Planning & Wealth Management | 841 | $78.3K | 0.08% | +841 | New |
| Ci Investments Inc. | 864 | $80.0K | 0.00% | −37−4.1% | Reduced |
| Quent Capital, LLC | 890 | $82.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 894 | $83.2K | 0.01% | +894 | New |
| Fuller & Thaler Asset Management, Inc. | 895 | $83.3K | 0.00% | +810+952.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 897 | $83.5K | 0.01% | +387+75.9% | Added |
| Anchor Investment Management, LLC | 995 | $92.6K | 0.01% | −125−11.2% | Reduced |
| Optimum Investment Advisors | 1,000 | $93.1K | 0.05% | −100−9.1% | Reduced |
| Alta Advisers Ltd | 1,000 | $93.1K | 0.05% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,043 | $97.1K | 0.12% | +1,043 | New |
| IFP Advisors, Inc | 1,167 | $108.7K | 0.01% | +182+18.5% | Added |
| Capital Analysts, LLC | 1,193 | $111.0K | 0.01% | +75+6.7% | Added |
| Farther Finance Advisors, LLC | 1,276 | $118.8K | 0.01% | +113+9.7% | Added |
| Smithfield Trust Co | 1,284 | $119.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,445 | $134.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,486 | $138.3K | 0.04% | +459+44.7% | Added |
| Lindbrook Capital, LLC | 1,567 | $145.9K | 0.01% | +536+52.0% | Added |
| Bokf, NA | 1,603 | $149.2K | 0.00% | −16−1.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,616 | $150.4K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,621 | $150.9K | 0.06% | −751−31.7% | Reduced |
| Sentry Investment Management LLC | 1,625 | $151.0K | 0.06% | −175−9.7% | Reduced |
| GAMMA Investing LLC | 1,827 | $157.7K | 0.04% | +1,827 | New |
| Western Pacific Wealth Management, LP | 1,975 | $183.9K | 0.13% | +90+4.8% | Added |
| Evermay Wealth Management LLC | 2,021 | $188.1K | 0.03% | +4+0.2% | Added |
| Alpine Global Management, LLC | 2,154 | $200.5K | 0.05% | +2,154 | New |
| Mission Wealth Management, LP | 2,161 | $201.2K | 0.01% | +2,161 | New |
| Gotham Asset Management, LLC | 2,194 | $204.2K | 0.00% | −1,250−36.3% | Reduced |
| Citizens Financial Group Inc | 2,194 | $204.2K | 0.01% | +2,194 | New |
| AJOVista, LLC | 2,238 | $208.3K | 0.26% | +2,238 | New |
| Adviser Investments LLC | 2,286 | $212.8K | 0.00% | +2,286 | New |
| CWA Asset Management Group, LLC | 2,293 | $213.5K | 0.01% | +2,293 | New |
| Conning Inc. | 2,300 | $214.1K | 0.01% | +2,300 | New |
| Umb Bank N A | 2,345 | $218.3K | 0.00% | +8+0.3% | Added |
| Stephens Inc | 2,360 | $219.7K | 0.00% | +2,360 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $220.3K | 0.02% | +2,366 | New |
| Everpar Advisors LLC | 2,375 | $221.1K | 0.10% | +2,375 | New |
| Integrated Advisors Network LLC | 2,418 | $225.1K | 0.01% | +2,418 | New |
| Pathway Financial Advisors LLC | 2,418 | $225.1K | 0.06% | +2,418 | New |
| TownSquare Capital, LLC | 2,423 | $225.6K | 0.00% | −4,869−66.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,419 | $226.0K | 0.03% | −661−21.5% | Reduced |
| Signet Financial Management, LLC | 2,438 | $227.0K | 0.03% | −52,173−95.5% | Reduced |
| Qube Research & Technologies Ltd | 2,448 | $227.9K | 0.00% | −41,739−94.5% | Reduced |
| SageView Advisory Group, LLC | 2,651 | $229.8K | 0.01% | +2,651 | New |
| Bartlett & Co. Wealth Management LLC | 2,451 | $230.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,452 | $230.0K | 0.06% | +2,452 | New |
| Bartlett & Co. LLC | 2,451 | $230.0K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,473 | $230.2K | 0.02% | +2,473 | New |
| GHP Investment Advisors, Inc. | 2,485 | $231.3K | 0.01% | −141−5.4% | Reduced |
| NewEdge Wealth, LLC | 2,485 | $231.3K | 0.01% | +2,485 | New |
| Meeder Advisory Services, Inc. | 2,512 | $233.8K | 0.03% | −358−12.5% | Reduced |
| Madison Asset Management, LLC | 2,513 | $233.9K | 0.00% | +2,513 | New |
| Great Lakes Advisors, LLC | 2,549 | $237.3K | 0.00% | −755−22.9% | Reduced |
| Panagora Asset Management Inc | 2,568 | $239.1K | 0.00% | +2,568 | New |
| GWM Advisors LLC | 2,737 | $239.3K | 0.00% | +2,345+598.2% | Added |
| Gryphon Financial Partners LLC | 2,516 | $239.6K | 0.04% | +2,516 | New |
| Dorsey & Whitney Trust CO LLC | 2,581 | $240.3K | 0.02% | +2,581 | New |
| Trillium Asset Management, LLC | 2,589 | $241.0K | 0.01% | −850−24.7% | Reduced |
| Proequities, Inc. | 2,600 | $242.0K | 0.02% | −88−3.3% | Reduced |
| ProVise Management Group, LLC | 2,616 | $243.5K | 0.02% | +2,616 | New |
| Atlas Capital Advisors LLC | 2,626 | $244.5K | 0.04% | −2,011−43.4% | Reduced |
| Edgestream Partners, L.P. | 2,655 | $247.2K | 0.02% | +2,655 | New |
| Schechter Investment Advisors, LLC | 2,680 | $249.5K | 0.02% | −107−3.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,683 | $249.8K | 0.04% | −804−23.1% | Reduced |
| Geller Advisors LLC | 2,692 | $250.6K | 0.02% | −146−5.1% | Reduced |
| National Asset Management, Inc. | 2,713 | $252.6K | 0.01% | −1,256−31.6% | Reduced |
| Proficio Capital Partners LLC | 2,739 | $255.0K | 0.03% | +2,739 | New |
| Moody National Bank Trust Division | 2,743 | $255.3K | 0.02% | −2,943−51.8% | Reduced |
| Penserra Capital Management LLC | 2,779 | $257.0K | 0.00% | −566−16.9% | Reduced |
| Diversified Trust Co | 2,766 | $257.5K | 0.01% | −752−21.4% | Reduced |
| Occudo Quantitative Strategies LP | 2,767 | $257.6K | 0.03% | +2,767 | New |
| Leonteq Securities AG | 2,769 | $257.8K | 0.03% | +1,873+209.0% | Added |
| Warren Averett Asset Management, LLC | 2,838 | $264.2K | 0.01% | +2,838 | New |
| Kolinsky Wealth Management, LLC | 2,840 | $264.4K | 0.23% | +2,840 | New |
| MONECO Advisors, LLC | 2,841 | $264.5K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,019 | $266.2K | 0.02% | −87−2.8% | Reduced |
| Heritage Wealth Advisors | 2,870 | $267.2K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,871 | $267.3K | 0.01% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,900 | $270.0K | 0.08% | +146+5.3% | Added |