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 | 1,111 | $46.1B |
| Q3 2025 | 1,061 | $44.4B |
| Q2 2025 | 1,014 | $40.2B |
| Q1 2025 | 988 | $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 |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 2,438 | $227.0K | 0.03% | −52,173−95.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,419 | $226.0K | 0.03% | −661−21.5% | Reduced |
| TownSquare Capital, LLC | 2,423 | $225.6K | 0.00% | −4,869−66.8% | Reduced |
| 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 |
| Everpar Advisors LLC | 2,375 | $221.1K | 0.10% | +2,375 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $220.3K | 0.02% | +2,366 | New |
| Stephens Inc | 2,360 | $219.7K | 0.00% | +2,360 | New |
| Umb Bank N A | 2,345 | $218.3K | 0.00% | +8+0.3% | Added |
| Conning Inc. | 2,300 | $214.1K | 0.01% | +2,300 | New |
| CWA Asset Management Group, LLC | 2,293 | $213.5K | 0.01% | +2,293 | New |
| Adviser Investments LLC | 2,286 | $212.8K | 0.00% | +2,286 | New |
| AJOVista, LLC | 2,238 | $208.3K | 0.26% | +2,238 | 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 |
| Mission Wealth Management, LP | 2,161 | $201.2K | 0.01% | +2,161 | New |
| Alpine Global Management, LLC | 2,154 | $200.5K | 0.05% | +2,154 | New |
| Evermay Wealth Management LLC | 2,021 | $188.1K | 0.03% | +4+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,975 | $183.9K | 0.13% | +90+4.8% | Added |
| GAMMA Investing LLC | 1,827 | $157.7K | 0.04% | +1,827 | New |
| Sentry Investment Management LLC | 1,625 | $151.0K | 0.06% | −175−9.7% | Reduced |
| Park Place Capital Corp | 1,621 | $150.9K | 0.06% | −751−31.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,616 | $150.4K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 1,603 | $149.2K | 0.00% | −16−1.0% | Reduced |
| Lindbrook Capital, LLC | 1,567 | $145.9K | 0.01% | +536+52.0% | Added |
| Headlands Technologies LLC | 1,486 | $138.3K | 0.04% | +459+44.7% | Added |
| Brown Brothers Harriman & Co | 1,445 | $134.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,284 | $119.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,276 | $118.8K | 0.01% | +113+9.7% | Added |
| Capital Analysts, LLC | 1,193 | $111.0K | 0.01% | +75+6.7% | Added |
| IFP Advisors, Inc | 1,167 | $108.7K | 0.01% | +182+18.5% | Added |
| Plato Investment Management Ltd | 1,043 | $97.1K | 0.12% | +1,043 | New |
| 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 |
| Anchor Investment Management, LLC | 995 | $92.6K | 0.01% | −125−11.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 897 | $83.5K | 0.01% | +387+75.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 895 | $83.3K | 0.00% | +810+952.9% | Added |
| Rothschild Investment LLC | 894 | $83.2K | 0.01% | +894 | New |
| Quent Capital, LLC | 890 | $82.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 864 | $80.0K | 0.00% | −37−4.1% | Reduced |
| Spartan Planning & Wealth Management | 841 | $78.3K | 0.08% | +841 | New |
| CVA Family Office, LLC | 835 | $77.7K | 0.02% | +835 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 820 | $76.3K | 0.04% | +820 | New |
| Assetmark, Inc | 818 | $76.1K | 0.00% | +18+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 795 | $74.0K | 0.00% | −104−11.6% | Reduced |
| Massmutual Trust Co FSB | 771 | $71.8K | 0.00% | +90+13.2% | Added |
| Rakuten Investment Management, Inc. | 757 | $71.0K | 0.00% | +757 | New |
| First Horizon Advisors, Inc. | 758 | $70.6K | 0.00% | +70+10.2% | Added |
| State of Wyoming | 726 | $67.6K | 0.01% | +42+6.1% | Added |
| TD Waterhouse Canada Inc. | 754 | $67.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 684 | $63.7K | 0.01% | +27+4.1% | Added |
| FinTrust Capital Advisors, LLC | 659 | $61.3K | 0.01% | −686−51.0% | Reduced |
| Private Trust Co NA | 647 | $60.2K | 0.01% | −14−2.1% | Reduced |
| EdgeRock Capital LLC | 693 | $58.9K | 0.04% | +693 | New |
| West Tower Group, LLC | 627 | $58.4K | 0.12% | +627 | New |
| Edmond de Rothschild Holding S.A. | 620 | $57.7K | 0.00% | −13,503−95.6% | Reduced |
| Rosenberg Matthew Hamilton | 578 | $53.8K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 563 | $52.4K | 0.02% | +563 | New |
| Bruce G. Allen Investments, LLC | 520 | $48.4K | 0.04% | +520 | New |
| EntryPoint Capital, LLC | 499 | $46.5K | 0.04% | +499 | New |
| Turtle Creek Wealth Advisors, LLC | 486 | $45.2K | 0.01% | +486 | New |
| Atticus Wealth Management, LLC | 455 | $42.4K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 417 | $38.8K | 0.00% | −9,856−95.9% | Reduced |
| Glassman Wealth Services | 400 | $37.2K | 0.01% | −15−3.6% | Reduced |
| Deseret Mutual Benefit Administrators | 396 | $36.9K | 0.02% | −114−22.4% | Reduced |
| EverSource Wealth Advisors, LLC | 368 | $34.3K | 0.00% | −28−7.1% | Reduced |
| South State Corp. | 350 | $32.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 349 | $32.5K | 0.00% | +320+1,103.4% | Added |
| Allworth Financial LP | 343 | $31.9K | 0.00% | +4+1.2% | Added |
| Global Retirement Partners, LLC | 356 | $30.4K | 0.00% | +80+29.0% | Added |
| JJJ Advisors Inc. | 325 | $30.3K | 0.01% | −18−5.2% | Reduced |
| Zions Bancorporation, N.A. | 316 | $29.4K | 0.00% | +5+1.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 325 | $27.8K | 0.00% | +4+1.2% | Added |
| Bogart Wealth, LLC | 293 | $27.3K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 290 | $27.0K | 0.00% | −30−9.4% | Reduced |
| West Paces Advisors Inc. | 268 | $24.9K | 0.01% | +109+68.6% | Added |
| MV Capital Management, Inc. | 265 | $24.7K | 0.00% | −35−11.7% | Reduced |
| SYSTM Wealth Solutions LLC | 262 | $24.4K | 0.00% | +262 | New |
| Covestor Ltd | 254 | $24.0K | 0.02% | +23+10.0% | Added |
| Exchange Traded Concepts, LLC | 242 | $22.5K | 0.00% | +242 | New |
| AdvisorNet Financial, Inc | 233 | $21.7K | 0.00% | +19+8.9% | Added |
| GPS Wealth Strategies Group, LLC | 225 | $20.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $20.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $20.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 209 | $19.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 206 | $19.2K | 0.01% | +206 | New |
| Sachetta, LLC | 205 | $19.1K | 0.01% | +205 | New |
| Rocky Mountain Advisers, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $18.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $17.6K | 0.00% | +189 | New |
| CNB Bank | 185 | $17.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 180 | $16.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 170 | $15.8K | 0.01% | −10−5.6% | Reduced |
| Central Trust Co | 168 | $15.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 162 | $15.1K | 0.00% | +113+230.6% | Added |
| Private Wealth Management Group, LLC | 156 | $14.5K | 0.01% | +156 | New |
| WealthCollab, LLC | 148 | $13.8K | 0.01% | +148 | New |
| Salem Investment Counselors Inc | 137 | $12.8K | 0.00% | 00.0% | Unchanged |