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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 3,475 | $451.1K | 0.11% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 3,466 | $453.9K | 0.34% | +3,466 | New |
| Wolverine Trading, LLC | 3,694 | $455.0K | 0.01% | −4,327−53.9% | Reduced |
| Hanson & Doremus Investment Management | 3,708 | $462.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,765 | $468.7K | 0.01% | −339−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 3,829 | $476.6K | 0.10% | +3,807+17,304.5% | Added |
| Janney Montgomery Scott LLC | 3,860 | $481.0K | 0.00% | +592+18.1% | Added |
| Safeguard Financial, LLC | 3,872 | $482.0K | 0.11% | −509−11.6% | Reduced |
| Pictet North America Advisors SA | 3,893 | $484.6K | 0.05% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 3,937 | $490.1K | 0.70% | +3,937 | New |
| Coldstream Capital Management Inc | 3,898 | $490.1K | 0.01% | +540+16.1% | Added |
| Fidelis Capital Partners, LLC | 3,994 | $491.7K | 0.06% | +82+2.1% | Added |
| GWM Advisors LLC | 4,036 | $502.4K | 0.00% | +178+4.6% | Added |
| Siemens Fonds Invest GmbH | 4,048 | $503.9K | 0.04% | −858−17.5% | Reduced |
| Horizon Investments, LLC | 4,093 | $509.5K | 0.01% | −140−3.3% | Reduced |
| Beaton Management Co. Inc. | 4,100 | $510.0K | 0.26% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,182 | $520.6K | 0.04% | +20+0.5% | Added |
| Atlas Capital Advisors LLC | 4,197 | $522.4K | 0.08% | +1,970+88.5% | Added |
| Versor Investments LP | 4,200 | $522.8K | 0.08% | +1,400+50.0% | Added |
| Mechanics Bank Trust Department | 4,255 | $529.7K | 0.07% | −778−15.5% | Reduced |
| Prudent Man Advisors, LLC | 4,257 | $529.9K | 0.18% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,286 | $533.5K | 0.01% | +4,286 | New |
| Dark Forest Capital Management LP | 4,325 | $538.4K | 0.07% | +4,325 | New |
| Argent Trust Co | 4,332 | $539.2K | 0.02% | −142−3.2% | Reduced |
| Old Point Trust & Financial Services N A | 4,333 | $539.4K | 0.19% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,400 | $547.7K | 0.03% | −12,364−73.8% | Reduced |
| Meeder Advisory Services, Inc. | 4,430 | $551.5K | 0.04% | +975+28.2% | Added |
| NewEdge Wealth, LLC | 4,499 | $560.0K | 0.01% | −58,034−92.8% | Reduced |
| Menard Financial Group LLC | 4,649 | $578.7K | 0.38% | +44+1.0% | Added |
| GAMMA Investing LLC | 4,740 | $590.0K | 0.06% | +625+15.2% | Added |
| Lake Street Advisors Group, LLC | 4,759 | $592.4K | 0.03% | −357−7.0% | Reduced |
| Levin Capital Strategies, L.P. | 4,763 | $592.9K | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,774 | $594.3K | 0.01% | +446+10.3% | Added |
| Tectonic Advisors LLC | 4,833 | $601.6K | 0.04% | −108−2.2% | Reduced |
| Bleakley Financial Group, LLC | 4,845 | $603.1K | 0.02% | +314+6.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,880 | $607.5K | 0.00% | −465,562−99.0% | Reduced |
| Greenfield Savings Bank | 4,886 | $608.2K | 0.29% | −190−3.7% | Reduced |
| NorthRock Partners, LLC | 4,925 | $613.1K | 0.02% | +148+3.1% | Added |
| Blueshift Asset Management, LLC | 4,974 | $619.2K | 0.15% | −11,504−69.8% | Reduced |
| Signaturefd, LLC | 4,975 | $619.3K | 0.01% | +246+5.2% | Added |
| Neo Ivy Capital Management | 4,992 | $622.0K | 0.20% | +2,752+122.9% | Added |
| Motco | 5,024 | $625.4K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,039 | $627.3K | 0.14% | −11,250−69.1% | Reduced |
| Stevens Capital Management LP | 5,073 | $631.0K | 0.09% | −1,364−21.2% | Reduced |
| Meridian Wealth Management, LLC | 5,121 | $637.5K | 0.03% | +106+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,183 | $645.2K | 0.02% | +181+3.6% | Added |
| Clark Capital Management Group, Inc. | 5,196 | $646.8K | 0.00% | −324−5.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,372 | $668.7K | 0.04% | −546−9.2% | Reduced |
| Gilbert & Cook, Inc. | 5,373 | $668.8K | 0.09% | −18−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,411 | $674.0K | 0.00% | +1,184+28.0% | Added |
| Sawgrass Asset Management LLC | 5,415 | $674.1K | 0.07% | −9−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,494 | $683.9K | 0.04% | −13−0.2% | Reduced |
| Quadrant Capital Group LLC | 5,504 | $685.1K | 0.05% | +16+0.3% | Added |
| Tocqueville Asset Management L.P. | 5,528 | $688.1K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,582 | $694.8K | 0.14% | −1,083−16.2% | Reduced |
| TownSquare Capital, LLC | 5,595 | $696.5K | 0.01% | +2,322+70.9% | Added |
| Studio Investment Management LLC | 5,598 | $696.8K | 0.15% | +52+0.9% | Added |
| Fulton Bank, N.A. | 5,622 | $699.8K | 0.03% | −57−1.0% | Reduced |
| Rehmann Capital Advisory Group | 5,647 | $704.8K | 0.05% | +275+5.1% | Added |
| Smartleaf Asset Management LLC | 5,728 | $705.5K | 0.09% | +1,152+25.2% | Added |
| Advisors Asset Management, Inc. | 5,679 | $706.9K | 0.01% | −2,039−26.4% | Reduced |
| Syon Capital LLC | 5,689 | $708.2K | 0.06% | +6+0.1% | Added |
| Concurrent Investment Advisors, LLC | 5,699 | $709.4K | 0.02% | +2,873+101.7% | Added |
| Savant Capital, LLC | 5,777 | $719.1K | 0.01% | +861+17.5% | Added |
| Capstone Investment Advisors, LLC | 5,881 | $732.1K | 0.01% | −2,248−27.7% | Reduced |
| RSM US Wealth Management LLC | 5,922 | $732.9K | 0.01% | +50+0.9% | Added |
| Stratos Wealth Partners, LTD. | 5,890 | $733.2K | 0.01% | +533+9.9% | Added |
| Marks Group Wealth Management, Inc | 5,919 | $736.8K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,931 | $738.4K | 0.02% | +351+6.3% | Added |
| Harbor Advisors LLC | 6,000 | $746.9K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,014 | $748.6K | 0.02% | +45+0.8% | Added |
| Spire Wealth Management | 6,043 | $752.2K | 0.03% | +5,745+1,927.9% | Added |
| HB Wealth Management, LLC | 6,090 | $758.1K | 0.01% | +923+17.9% | Added |
| Apollon Wealth Management, LLC | 6,116 | $761.3K | 0.02% | +2,219+56.9% | Added |
| Ifrah Financial Services, Inc. | 6,141 | $764.4K | 0.21% | −78−1.3% | Reduced |
| Shufro Rose & Co LLC | 8,765 | $781.0K | 0.06% | 00.0% | Unchanged |
| Prudential PLC | 6,346 | $790.0K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | 8,023 | $801.8K | 0.02% | −3,571−30.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,460 | $804.1K | 0.01% | −1,090−14.4% | Reduced |
| RMB Capital Management, LLC | 6,513 | $810.7K | 0.02% | −30.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,515 | $811.0K | 0.03% | +7+0.1% | Added |
| Friedenthal Financial | 6,596 | $821.1K | 0.48% | +6,596 | New |
| Guggenheim Capital LLC | 6,616 | $823.6K | 0.01% | −3,100−31.9% | Reduced |
| Huntington National Bank | 6,639 | $826.4K | 0.01% | +839+14.5% | Added |
| Ronald Blue Trust, Inc. | 9,385 | $836.2K | 0.01% | −656−6.5% | Reduced |
| Cornerstone Wealth Management, LLC | 6,785 | $844.6K | 0.06% | −143−2.1% | Reduced |
| Vontobel Holding Ltd. | 6,869 | $855.1K | 0.00% | −967−12.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,110 | $885.1K | 0.00% | +3,255+84.4% | Added |
| Ellevest, Inc. | 7,261 | $903.8K | 0.05% | −518−6.7% | Reduced |
| Custom Index Systems, LLC | 7,291 | $907.6K | 0.49% | +2,171+42.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,300 | $909.5K | 0.02% | +7,300 | New |
| Kingswood Wealth Advisors, LLC | 7,331 | $912.6K | 0.07% | −225−3.0% | Reduced |
| Vestcor Inc | 7,367 | $917.0K | 0.03% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 7,446 | $926.9K | 0.53% | +1,484+24.9% | Added |
| Lido Advisors, LLC | 7,458 | $928.5K | 0.01% | +1,446+24.1% | Added |
| Sequoia Financial Advisors, LLC | 7,661 | $953.7K | 0.01% | +20.0% | Added |
| Private Advisor Group, LLC | 7,688 | $957.0K | 0.01% | +90+1.2% | Added |
| CWA Asset Management Group, LLC | 7,772 | $967.5K | 0.05% | +7,772 | New |
| MJP Associates Inc | 7,804 | $971.4K | 0.18% | −1,927−19.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,860 | $978.4K | 0.28% | −7−0.1% | Reduced |