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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 377 | $36.7K | 0.01% | +377 | New |
| Allworth Financial LP | 415 | $40.4K | 0.00% | +72+21.0% | Added |
| Global Retirement Partners, LLC | 420 | $40.8K | 0.00% | +64+18.0% | Added |
| Raffa Wealth Management, LLC | 438 | $42.6K | 0.01% | +374+584.4% | Added |
| Atticus Wealth Management, LLC | 455 | $44.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 461 | $44.8K | 0.02% | +65+16.4% | Added |
| EverSource Wealth Advisors, LLC | 533 | $46.3K | 0.00% | +165+44.8% | Added |
| Quarry LP | 483 | $47.0K | 0.02% | +440+1,023.3% | Added |
| Harbour Investments, Inc. | 488 | $47.5K | 0.00% | +139+39.8% | Added |
| Transamerica Financial Advisors, Inc. | 498 | $49.0K | 0.00% | −1,921−79.4% | Reduced |
| FinTrust Capital Advisors, LLC | 550 | $53.5K | 0.01% | −109−16.5% | Reduced |
| Bruce G. Allen Investments, LLC | 552 | $53.7K | 0.04% | +32+6.2% | Added |
| Rosenberg Matthew Hamilton | 578 | $54.9K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 612 | $59.5K | 0.01% | −114−15.7% | Reduced |
| Private Trust Co NA | 627 | $61.0K | 0.01% | −20−3.1% | Reduced |
| Grove Bank & Trust | 684 | $66.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 754 | $72.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 795 | $77.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 797 | $77.5K | 0.00% | +39+5.1% | Added |
| Assetmark, Inc | 806 | $78.3K | 0.00% | −12−1.5% | Reduced |
| IFP Advisors, Inc | 810 | $78.8K | 0.00% | −357−30.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 820 | $79.7K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 840 | $81.7K | 0.01% | +5+0.6% | Added |
| Massmutual Trust Co FSB | 867 | $84.3K | 0.00% | +96+12.5% | Added |
| Quent Capital, LLC | 871 | $84.7K | 0.01% | −19−2.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 895 | $87.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 897 | $87.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 923 | $89.8K | 0.03% | −698−43.1% | Reduced |
| Rothschild Investment LLC | 944 | $91.8K | 0.01% | +50+5.6% | Added |
| Optimum Investment Advisors | 1,000 | $97.2K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $97.2K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,009 | $98.1K | 0.01% | +14+1.4% | Added |
| Ci Investments Inc. | 1,016 | $99.0K | 0.00% | +152+17.6% | Added |
| Hilltop National Bank | 1,232 | $119.8K | 0.04% | +1,232 | New |
| Smithfield Trust Co | 1,321 | $130.0K | 0.01% | +37+2.9% | Added |
| Farther Finance Advisors, LLC | 1,420 | $134.9K | 0.01% | +144+11.3% | Added |
| Penserra Capital Management LLC | 1,445 | $140.0K | 0.00% | −1,334−48.0% | Reduced |
| Mather Group, LLC. | 1,579 | $146.9K | 0.00% | +1,579 | New |
| Bokf, NA | 1,580 | $150.1K | 0.00% | −23−1.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,616 | $157.1K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,625 | $158.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,649 | $160.3K | 0.02% | +82+5.2% | Added |
| Capital Analysts, LLC | 1,675 | $163.0K | 0.01% | +482+40.4% | Added |
| PEAK6 Investments LLC | 1,851 | $180.0K | 0.01% | +1,851 | New |
| Evermay Wealth Management LLC | 2,017 | $196.1K | 0.03% | −4−0.2% | Reduced |
| Western Pacific Wealth Management, LP | 2,035 | $197.9K | 0.14% | +60+3.0% | Added |
| Mesirow Financial Investment Management, Inc. | 2,060 | $200.3K | 0.00% | +2,060 | New |
| Marcum Wealth, LLC | 2,078 | $202.1K | 0.02% | +2,078 | New |
| Adviser Investments LLC | 2,095 | $203.7K | 0.00% | −191−8.4% | Reduced |
| IMPACTfolio, LLC | 2,109 | $205.1K | 0.12% | −856−28.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,122 | $206.3K | 0.03% | +2,122 | New |
| TD Private Client Wealth LLC | 2,126 | $206.7K | 0.01% | −2,221−51.1% | Reduced |
| Mission Wealth Management, LP | 2,165 | $210.5K | 0.01% | +4+0.2% | Added |
| Corton Capital Inc. | 2,181 | $212.1K | 0.08% | +2,181 | New |
| Commerzbank Aktiengesellschaft | 2,187 | $213.0K | 0.01% | +2,187 | New |
| Gryphon Financial Partners LLC | 2,195 | $213.4K | 0.04% | −321−12.8% | Reduced |
| GAMMA Investing LLC | 2,197 | $213.6K | 0.04% | +370+20.3% | Added |
| Atlas Capital Advisors LLC | 2,227 | $216.6K | 0.03% | −399−15.2% | Reduced |
| Eqis Capital Management, Inc. | 2,231 | $216.9K | 0.02% | +2,231 | New |
| AJOVista, LLC | 2,238 | $217.6K | 0.59% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,251 | $218.9K | 0.01% | +57+2.6% | Added |
| Smith, Salley & Associates | 2,258 | $219.6K | 0.02% | −847−27.3% | Reduced |
| CWA Asset Management Group, LLC | 2,260 | $219.8K | 0.01% | −33−1.4% | Reduced |
| Cidel Asset Management Inc | 2,262 | $220.0K | 0.02% | +2,262 | New |
| Evernest Financial Advisors, LLC | 2,603 | $221.0K | 0.10% | −2,291−46.8% | Reduced |
| Trillium Asset Management, LLC | 2,275 | $221.0K | 0.01% | −314−12.1% | Reduced |
| Integrated Advisors Network LLC | 2,299 | $223.6K | 0.01% | −119−4.9% | Reduced |
| Conning Inc. | 2,300 | $223.7K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,318 | $225.4K | 0.01% | +2,318 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $230.1K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,374 | $230.8K | 0.00% | −51,729−95.6% | Reduced |
| Old National Bancorp | 2,403 | $233.7K | 0.01% | −1,096−31.3% | Reduced |
| Pathway Financial Advisors LLC | 2,418 | $235.1K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,441 | $237.4K | 0.02% | −32−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,457 | $238.9K | 0.00% | +6+0.2% | Added |
| GHP Investment Advisors, Inc. | 2,485 | $241.6K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,492 | $242.3K | 0.02% | −20−0.8% | Reduced |
| MQS Management LLC | 2,506 | $243.7K | 0.14% | −1,149−31.4% | Reduced |
| Madison Asset Management, LLC | 2,513 | $244.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,560 | $248.9K | 0.00% | +200+8.5% | Added |
| Panagora Asset Management Inc | 2,568 | $249.7K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,600 | $252.8K | 0.06% | −900−25.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,601 | $252.9K | 0.02% | +20+0.8% | Added |
| ProVise Management Group, LLC | 2,616 | $254.4K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,624 | $255.2K | 0.02% | −56−2.1% | Reduced |
| Humankind Investments LLC | 2,632 | $255.9K | 0.07% | −268−9.2% | Reduced |
| Warren Averett Asset Management, LLC | 2,633 | $256.0K | 0.01% | −205−7.2% | Reduced |
| Clearstead Advisors, LLC | 2,958 | $260.7K | 0.01% | −59−2.0% | Reduced |
| Geller Advisors LLC | 2,739 | $266.3K | 0.02% | +47+1.7% | Added |
| Moody National Bank Trust Division | 2,743 | $266.7K | 0.02% | 00.0% | Unchanged |
| Ellerson Group Inc | 2,790 | $271.3K | 0.21% | −125−4.3% | Reduced |
| Kolinsky Wealth Management, LLC | 2,809 | $273.1K | 0.21% | −31−1.1% | Reduced |
| HighPoint Advisor Group LLC | 3,108 | $274.0K | 0.02% | +93+3.1% | Added |
| Covenant Partners, LLC | 2,825 | $274.7K | 0.08% | −160−5.4% | Reduced |
| Parkside Financial Bank & Trust | 2,829 | $275.1K | 0.04% | −114−3.9% | Reduced |
| MONECO Advisors, LLC | 2,841 | $276.3K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 2,850 | $277.1K | 0.00% | +505+21.5% | Added |
| Heritage Wealth Advisors | 2,870 | $279.1K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,871 | $279.2K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 2,875 | $279.6K | 0.01% | +109+3.9% | Added |