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 | 1,111 | $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, 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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 311 | $30.2K | 0.00% | +311 | New |
| 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 |
| Bogart Wealth, LLC | 293 | $28.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 291 | $28.3K | 0.01% | −34−10.5% | Reduced |
| Resources Management Corp | 290 | $28.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 276 | $26.8K | 0.00% | −40−12.7% | Reduced |
| Jones Financial Companies LLLP | 265 | $25.8K | 0.00% | +218+463.8% | Added |
| SYSTM Wealth Solutions LLC | 262 | $25.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 260 | $25.3K | 0.00% | −5−1.9% | Reduced |
| Rocky Mountain Advisers, LLC | 250 | $24.3K | 0.01% | +50+25.0% | Added |
| GPS Wealth Strategies Group, LLC | 225 | $21.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 225 | $21.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $21.6K | 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 |
| Delta Asset Management LLC | 209 | $20.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 206 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 205 | $19.9K | 0.01% | +205 | New |
| McIlrath & Eck, LLC | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 205 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $18.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 185 | $18.0K | 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 |
| West Paces Advisors Inc. | 180 | $17.5K | 0.00% | −88−32.8% | Reduced |
| Operose Advisors LLC | 180 | $17.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 175 | $17.0K | 0.00% | +175 | New |
| Manchester Capital Management LLC | 169 | $16.4K | 0.00% | +7+4.3% | Added |
| Central Trust Co | 168 | $16.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 156 | $15.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 175 | $15.2K | 0.00% | +5+2.9% | Added |
| Beacon Capital Management, LLC | 150 | $14.6K | 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 |
| MCF Advisors LLC | 135 | $13.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 133 | $12.9K | 0.00% | −109−45.0% | Reduced |
| New Covenant Trust Company, N.A. | 124 | $12.1K | 0.01% | +124 | New |
| 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 |
| Delos Wealth Advisors, LLC | 122 | $11.9K | 0.01% | +105+617.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 113 | $11.0K | 0.00% | +56+98.2% | Added |
| Gilliland Jeter Wealth Management LLC | 113 | $11.0K | 0.00% | +113 | New |
| JFS Wealth Advisors, LLC | 111 | $10.8K | 0.00% | +2+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 104 | $10.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 103 | $10.0K | 0.00% | −130−55.8% | Reduced |
| True Wealth Design, LLC | 103 | $10.0K | 0.00% | +97+1,616.7% | Added |
| Continuum Advisory, LLC | 114 | $9.97K | 0.00% | +114 | New |
| Westside Investment Management, Inc. | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 99 | $9.63K | 0.00% | +99 | New |
| Raleigh Capital Management Inc. | 95 | $9.24K | 0.00% | +55+137.5% | Added |
| Colonial Trust Co | 94 | $9.10K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 90 | $8.75K | 0.00% | −26−22.4% | Reduced |
| Abound Wealth Management | 85 | $8.27K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 76 | $7.39K | 0.00% | +31+68.9% | Added |
| Coston, McIsaac & Partners | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 71 | $6.90K | 0.00% | +37+108.8% | Added |
| Main Street Group, LTD | 65 | $6.17K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $6.00K | 0.00% | +15+27.3% | Added |
| Arlington Trust Co LLC | 61 | $5.93K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 60 | $5.83K | 0.00% | +60 | New |
| Pacific Capital Wealth Advisors, Inc | 56 | $5.45K | 0.00% | +56 | New |
| Trifecta Capital Advisors, LLC | 55 | $5.35K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $4.96K | 0.00% | −11−17.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 44 | $4.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 42 | $4.08K | 0.00% | +42 | New |
| FSA Wealth Management LLC | 39 | $3.79K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $3.02K | 0.00% | +28+933.3% | Added |
| Aspect Partners, LLC | 31 | $3.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $3.01K | 0.00% | +21+210.0% | Added |
| Avion Wealth | 27 | $3.00K | 0.00% | −7−20.6% | Reduced |
| Pacifica Partners Inc. | 29 | $2.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.63K | 0.00% | +2+8.0% | Added |
| Bellevue Asset Management, LLC | 27 | $2.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.53K | 0.00% | +1+4.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $2.43K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 24 | $2.34K | 0.00% | +3+14.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.14K | 0.00% | −45−67.2% | Reduced |
| Capital Advisors, Ltd. LLC | 24 | $2.00K | 0.00% | +6+33.3% | Added |
| First PREMIER Bank | 19 | $2.00K | 0.00% | +19 | New |
| Armstrong Advisory Group, Inc | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 17 | $1.65K | 0.00% | +17 | New |
| Sound Income Strategies, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| 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 |
| Core Alternative Capital | 11 | $1.07K | 0.00% | −99−90.0% | Reduced |
| Wolff Wiese Magana LLC | 10 | $973 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $778 | 0.00% | +5+166.7% | Added |
| Rakuten Securities, Inc. | 7 | $681 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −592,644−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −557,201−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −357,077−100.0% | Sold out |