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, Q3 2024
Institutional positions in Cbre Group, Inc. as of Sep 30, 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
- 867
- +90 vs. Q2 2024
- Shares held
- 295.6M
- +26.6M (+9.9%) vs. Q2 2024
- Total value
- $36.8B
- +$12.8B (+53.4%) vs. Q2 2024
- New holders
- 138
- 318 more added
- Sold out
- 48
- 299 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 213 | $27.0K | 0.01% | +213 | New |
| Zions Bancorporation, N.A. | 217 | $27.0K | 0.00% | −22−9.2% | Reduced |
| Farmers & Merchants Investments Inc | 217 | $27.0K | 0.00% | −5−2.3% | Reduced |
| Fortitude Family Office, LLC | 218 | $27.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 223 | $27.8K | 0.01% | +18+8.8% | Added |
| American National Bank | 224 | $27.9K | 0.00% | +224 | New |
| Pflug Koory, LLC | 225 | $28.0K | 0.01% | +225 | New |
| Private Wealth Management Group, LLC | 247 | $30.7K | 0.01% | +2+0.8% | Added |
| Rocky Mountain Advisers, LLC | 250 | $31.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 255 | $31.5K | 0.00% | +1+0.4% | Added |
| Manchester Capital Management LLC | 254 | $31.6K | 0.00% | +43+20.4% | Added |
| Geneos Wealth Management Inc. | 255 | $31.7K | 0.00% | +245+2,450.0% | Added |
| Ashton Thomas Securities, LLC | 260 | $32.4K | 0.01% | +260 | New |
| MV Capital Management, Inc. | 264 | $32.9K | 0.00% | +2+0.8% | Added |
| Oarsman Capital, Inc. | 264 | $32.9K | 0.01% | +264 | New |
| Bogart Wealth, LLC | 293 | $36.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 293 | $36.5K | 0.02% | +283+2,830.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 314 | $39.1K | 0.00% | +3+1.0% | Added |
| Covestor Ltd | 324 | $40.0K | 0.03% | −99−23.4% | Reduced |
| Asset Dedication, LLC | 322 | $40.1K | 0.00% | +322 | New |
| South State Corp. | 350 | $43.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 432 | $53.8K | 0.00% | −324−42.9% | Reduced |
| Hemington Wealth Management | 426 | $55.0K | 0.01% | +426 | New |
| Atticus Wealth Management, LLC | 455 | $56.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 461 | $57.4K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 479 | $59.6K | 0.00% | +17+3.7% | Added |
| Planned Solutions, Inc. | 563 | $70.1K | 0.03% | +563 | New |
| Rosenberg Matthew Hamilton | 578 | $71.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 603 | $75.1K | 0.00% | +86+16.6% | Added |
| Bruce G. Allen Investments, LLC | 605 | $75.3K | 0.06% | −4−0.7% | Reduced |
| FinTrust Capital Advisors, LLC | 622 | $77.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 624 | $77.7K | 0.00% | +544+680.0% | Added |
| Park Place Capital Corp | 642 | $79.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 686 | $85.4K | 0.01% | −24−3.4% | Reduced |
| LRI Investments, LLC | 686 | $90.6K | 0.01% | −2,606−79.2% | Reduced |
| Grove Bank & Trust | 733 | $91.2K | 0.01% | +69+10.4% | Added |
| Cromwell Holdings LLC | 776 | $96.6K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 789 | $98.2K | 0.00% | −461−36.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 795 | $99.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 859 | $106.9K | 0.02% | +15+1.8% | Added |
| Quent Capital, LLC | 871 | $108.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 900 | $112.0K | 0.05% | −100−10.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 903 | $112.4K | 0.01% | +903 | New |
| First Horizon Advisors, Inc. | 923 | $114.9K | 0.00% | −18−1.9% | Reduced |
| Rothschild Investment LLC | 938 | $116.8K | 0.01% | +44+4.9% | Added |
| Alta Advisers Ltd | 1,000 | $124.5K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,009 | $125.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,057 | $131.6K | 0.00% | +34+3.3% | Added |
| Bokf, NA | 1,106 | $135.5K | 0.00% | +3+0.3% | Added |
| IFP Advisors, Inc | 1,103 | $137.3K | 0.00% | +57+5.4% | Added |
| Ci Investments Inc. | 1,109 | $138.0K | 0.00% | +182+19.6% | Added |
| Assetmark, Inc | 1,147 | $142.7K | 0.00% | +29+2.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,250 | $155.6K | 0.06% | +460+58.2% | Added |
| Smithfield Trust Co | 1,284 | $159.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,349 | $168.0K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 1,395 | $173.7K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,419 | $176.6K | 0.06% | +1,419 | New |
| Penserra Capital Management LLC | 1,455 | $180.0K | 0.00% | +17+1.2% | Added |
| DHJJ Financial Advisors, Ltd. | 1,608 | $200.2K | 0.08% | −6−0.4% | Reduced |
| Waldron Private Wealth LLC | 1,628 | $202.7K | 0.01% | +1,628 | New |
| Wealthspire Advisors, LLC | 1,641 | $204.3K | 0.00% | +1,641 | New |
| Independent Advisor Alliance | 1,643 | $204.5K | 0.01% | +1,643 | New |
| Wealthstream Advisors, Inc. | 1,661 | $206.8K | 0.04% | +1,661 | New |
| Eqis Capital Management, Inc. | 1,673 | $208.3K | 0.02% | +1,673 | New |
| Integrated Wealth Concepts LLC | 1,674 | $208.4K | 0.00% | +1,674 | New |
| Core Wealth Partners LLC | 1,700 | $211.6K | 0.13% | +1,700 | New |
| Tiaa Trust, National Association | 1,702 | $211.9K | 0.00% | +1,702 | New |
| Mather Group, LLC. | 1,722 | $214.3K | 0.00% | +5+0.3% | Added |
| Drive Wealth Management, LLC | 1,734 | $215.8K | 0.06% | +1,734 | New |
| Capital Analysts, LLC | 1,738 | $216.0K | 0.01% | +203+13.2% | Added |
| Great Valley Advisor Group, Inc. | 1,741 | $217.1K | 0.01% | +1,741 | New |
| Lindbrook Capital, LLC | 1,750 | $217.8K | 0.02% | +79+4.7% | Added |
| Moody National Bank Trust Division | 1,758 | $218.8K | 0.02% | +1,758 | New |
| GW Henssler & Associates Ltd | 1,759 | $219.0K | 0.01% | −2,052−53.8% | Reduced |
| WCM Investment Management, LLC | 1,784 | $219.7K | 0.00% | +1,784 | New |
| Farther Finance Advisors, LLC | 1,771 | $220.4K | 0.01% | +271+18.1% | Added |
| Moneta Group Investment Advisors LLC | 1,786 | $222.3K | 0.00% | +1,786 | New |
| Meridian Financial Partners LLC | 1,800 | $224.0K | 0.11% | +1,800 | New |
| King Luther Capital Management Corp | 1,804 | $224.6K | 0.00% | +1,804 | New |
| Kingsview Wealth Management, LLC | 1,821 | $226.7K | 0.00% | +1,821 | New |
| Graypoint LLC | 1,823 | $226.9K | 0.01% | +1,823 | New |
| Sigma Planning Corp | 1,839 | $228.9K | 0.01% | +1,839 | New |
| Group One Trading, L.P. | 1,842 | $229.3K | 0.01% | +1,842 | New |
| Mainstream Capital Management LLC | 1,845 | $229.7K | 0.20% | +1,845 | New |
| Old National Bancorp | 1,850 | $230.3K | 0.01% | +1,850 | New |
| Edge Capital Group, LLC | 1,857 | $231.2K | 0.01% | +1,857 | New |
| First Affirmative Financial Network | 1,860 | $231.5K | 0.13% | +1,860 | New |
| Aaron Wealth Advisors | 1,862 | $231.8K | 0.03% | +1,862 | New |
| Trust Investment Advisors | 1,883 | $234.4K | 0.15% | +1,883 | New |
| Sage Mountain Advisors LLC | 1,917 | $238.6K | 0.02% | +1,917 | New |
| Pathway Financial Advisors LLC | 1,918 | $238.8K | 0.06% | −500−20.7% | Reduced |
| Smith, Salley & Associates | 1,923 | $239.4K | 0.02% | −674−26.0% | Reduced |
| Evergreen Capital Management LLC | 1,961 | $244.1K | 0.01% | +1,961 | New |
| Valeo Financial Advisors, LLC | 1,964 | $244.5K | 0.01% | +1,964 | New |
| Heartland Bank & Trust Co | 1,975 | $245.8K | 0.13% | +1,975 | New |
| Parkside Financial Bank & Trust | 1,986 | $247.2K | 0.03% | −6−0.3% | Reduced |
| Kerrisdale Advisers, LLC | 1,987 | $247.3K | 0.08% | −7,215−78.4% | Reduced |
| Tolleson Wealth Management, Inc. | 2,000 | $249.0K | 0.05% | +2,000 | New |
| Waterloo Capital, L.P. | 2,004 | $249.5K | 0.03% | +2,004 | New |