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, Q1 2024
Institutional positions in Cbre Group, Inc. as of Mar 31, 2024. 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
- 797
- +45 vs. Q4 2023
- Shares held
- 299.6M
- −1.83M (−0.6%) vs. Q4 2023
- Total value
- $29.1B
- +$1.05B (+3.8%) vs. Q4 2023
- New holders
- 94
- 298 more added
- Sold out
- 49
- 287 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Colonial Trust Advisors | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $681 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $778 | 0.00% | +5+166.7% | Added |
| Wolff Wiese Magana LLC | 10 | $973 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 11 | $1.07K | 0.00% | −99−90.0% | Reduced |
| Venturi Wealth Management, LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.17K | 0.00% | +5+71.4% | Added |
| Harbor Investment Advisory, LLC | 12 | $1.17K | 0.00% | +12 | New |
| North Star Investment Management Corp. | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 17 | $1.65K | 0.00% | +17 | New |
| Fairman Group, LLC | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $2.00K | 0.00% | +6+33.3% | Added |
| First PREMIER Bank | 19 | $2.00K | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.14K | 0.00% | −45−67.2% | Reduced |
| Dunhill Financial, LLC | 24 | $2.34K | 0.00% | +3+14.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $2.43K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $2.53K | 0.00% | +1+4.0% | Added |
| Bellevue Asset Management, LLC | 27 | $2.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.63K | 0.00% | +2+8.0% | Added |
| Pacifica Partners Inc. | 29 | $2.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $3.00K | 0.00% | −7−20.6% | Reduced |
| Aspect Partners, LLC | 31 | $3.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $3.01K | 0.00% | +21+210.0% | Added |
| Sofos Investments, Inc. | 31 | $3.02K | 0.00% | +28+933.3% | Added |
| Hoey Investments, Inc | 32 | $3.11K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 39 | $3.79K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 42 | $4.08K | 0.00% | +42 | New |
| Jackson, Grant Investment Advisers, Inc. | 44 | $4.28K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $4.96K | 0.00% | −11−17.7% | Reduced |
| Trifecta Capital Advisors, LLC | 55 | $5.35K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 56 | $5.45K | 0.00% | +56 | New |
| 1832 Asset Management L.P. | 60 | $5.83K | 0.00% | +60 | New |
| Arlington Trust Co LLC | 61 | $5.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $6.00K | 0.00% | +15+27.3% | Added |
| Main Street Group, LTD | 65 | $6.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 71 | $6.90K | 0.00% | +37+108.8% | Added |
| Coston, McIsaac & Partners | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 76 | $7.39K | 0.00% | +31+68.9% | Added |
| Financial Management Professionals, Inc. | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 85 | $8.27K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 90 | $8.75K | 0.00% | −26−22.4% | Reduced |
| Colonial Trust Co | 94 | $9.10K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 95 | $9.24K | 0.00% | +55+137.5% | Added |
| First Financial Corp | 99 | $9.63K | 0.00% | +99 | New |
| Westside Investment Management, Inc. | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 114 | $9.97K | 0.00% | +114 | New |
| True Wealth Design, LLC | 103 | $10.0K | 0.00% | +97+1,616.7% | Added |
| AdvisorNet Financial, Inc | 103 | $10.0K | 0.00% | −130−55.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 104 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $10.8K | 0.00% | +2+1.8% | Added |
| Gilliland Jeter Wealth Management LLC | 113 | $11.0K | 0.00% | +113 | New |
| Benjamin F. Edwards & Company, Inc. | 113 | $11.0K | 0.00% | +56+98.2% | Added |
| Delos Wealth Advisors, LLC | 122 | $11.9K | 0.01% | +105+617.6% | Added |
| GW&K Investment Management, LLC | 126 | $12.0K | 0.00% | −6−4.5% | Reduced |
| Close Asset Management Ltd | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 124 | $12.1K | 0.01% | +124 | New |
| Exchange Traded Concepts, LLC | 133 | $12.9K | 0.00% | −109−45.0% | Reduced |
| MCF Advisors LLC | 135 | $13.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 137 | $13.3K | 0.01% | −11−7.4% | Reduced |
| Salem Investment Counselors Inc | 137 | $13.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 175 | $15.2K | 0.00% | +5+2.9% | Added |
| Private Wealth Management Group, LLC | 156 | $15.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 168 | $16.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 169 | $16.4K | 0.00% | +7+4.3% | Added |
| CoreCap Advisors, LLC | 175 | $17.0K | 0.00% | +175 | New |
| West Paces Advisors Inc. | 180 | $17.5K | 0.00% | −88−32.8% | Reduced |
| Operose Advisors LLC | 180 | $17.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 184 | $17.9K | 0.02% | −315−63.1% | Reduced |
| Salomon & Ludwin, LLC | 184 | $17.9K | 0.00% | +184 | New |
| CNB Bank | 185 | $18.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 205 | $19.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 205 | $19.9K | 0.01% | +205 | New |
| Fortitude Family Office, LLC | 206 | $20.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 209 | $20.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 224 | $21.0K | 0.01% | +224 | New |
| Canton Hathaway, LLC | 213 | $21.0K | 0.01% | +213 | New |
| Farmers & Merchants Investments Inc | 222 | $21.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 225 | $21.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $21.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 250 | $24.3K | 0.01% | +50+25.0% | Added |
| MV Capital Management, Inc. | 260 | $25.3K | 0.00% | −5−1.9% | Reduced |
| SYSTM Wealth Solutions LLC | 262 | $25.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 265 | $25.8K | 0.00% | +218+463.8% | Added |
| Zions Bancorporation, N.A. | 276 | $26.8K | 0.00% | −40−12.7% | Reduced |
| Resources Management Corp | 290 | $28.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 291 | $28.3K | 0.01% | −34−10.5% | Reduced |
| Bogart Wealth, LLC | 293 | $28.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $29.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 302 | $29.0K | 0.02% | +48+18.9% | Added |
| Crewe Advisors LLC | 311 | $30.2K | 0.00% | +311 | New |
| Headlands Technologies LLC | 328 | $31.9K | 0.01% | −1,158−77.9% | Reduced |
| Spire Wealth Management | 331 | $32.2K | 0.00% | +6+1.8% | Added |
| South State Corp. | 350 | $34.0K | 0.00% | 00.0% | Unchanged |