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 | 1,111 | $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, 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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 1,673 | $208.3K | 0.02% | +1,673 | New |
| Wealthstream Advisors, Inc. | 1,661 | $206.8K | 0.04% | +1,661 | New |
| Independent Advisor Alliance | 1,643 | $204.5K | 0.01% | +1,643 | New |
| Wealthspire Advisors, LLC | 1,641 | $204.3K | 0.00% | +1,641 | New |
| Waldron Private Wealth LLC | 1,628 | $202.7K | 0.01% | +1,628 | New |
| DHJJ Financial Advisors, Ltd. | 1,608 | $200.2K | 0.08% | −6−0.4% | Reduced |
| Penserra Capital Management LLC | 1,455 | $180.0K | 0.00% | +17+1.2% | Added |
| Skopos Labs, Inc. | 1,419 | $176.6K | 0.06% | +1,419 | New |
| Hilltop National Bank | 1,395 | $173.7K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,349 | $168.0K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,284 | $159.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,250 | $155.6K | 0.06% | +460+58.2% | Added |
| Assetmark, Inc | 1,147 | $142.7K | 0.00% | +29+2.6% | Added |
| Ci Investments Inc. | 1,109 | $138.0K | 0.00% | +182+19.6% | Added |
| IFP Advisors, Inc | 1,103 | $137.3K | 0.00% | +57+5.4% | Added |
| Bokf, NA | 1,106 | $135.5K | 0.00% | +3+0.3% | Added |
| Massmutual Trust Co FSB | 1,057 | $131.6K | 0.00% | +34+3.3% | Added |
| Anchor Investment Management, LLC | 1,009 | $125.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $124.5K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 938 | $116.8K | 0.01% | +44+4.9% | Added |
| First Horizon Advisors, Inc. | 923 | $114.9K | 0.00% | −18−1.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 903 | $112.4K | 0.01% | +903 | New |
| Optimum Investment Advisors | 900 | $112.0K | 0.05% | −100−10.0% | Reduced |
| Quent Capital, LLC | 871 | $108.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 859 | $106.9K | 0.02% | +15+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 795 | $99.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 789 | $98.2K | 0.00% | −461−36.9% | Reduced |
| Cromwell Holdings LLC | 776 | $96.6K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 733 | $91.2K | 0.01% | +69+10.4% | Added |
| LRI Investments, LLC | 686 | $90.6K | 0.01% | −2,606−79.2% | Reduced |
| Private Trust Co NA | 686 | $85.4K | 0.01% | −24−3.4% | Reduced |
| Park Place Capital Corp | 642 | $79.9K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 624 | $77.7K | 0.00% | +544+680.0% | Added |
| FinTrust Capital Advisors, LLC | 622 | $77.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 605 | $75.3K | 0.06% | −4−0.7% | Reduced |
| Harbour Investments, Inc. | 603 | $75.1K | 0.00% | +86+16.6% | Added |
| Rosenberg Matthew Hamilton | 578 | $71.9K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 563 | $70.1K | 0.03% | +563 | New |
| EverSource Wealth Advisors, LLC | 479 | $59.6K | 0.00% | +17+3.7% | Added |
| Deseret Mutual Benefit Administrators | 461 | $57.4K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 455 | $56.6K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 426 | $55.0K | 0.01% | +426 | New |
| Allworth Financial LP | 432 | $53.8K | 0.00% | −324−42.9% | Reduced |
| South State Corp. | 350 | $43.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 322 | $40.1K | 0.00% | +322 | New |
| Covestor Ltd | 324 | $40.0K | 0.03% | −99−23.4% | Reduced |
| Crewe Advisors LLC | 314 | $39.1K | 0.00% | +3+1.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| MV Capital Management, Inc. | 264 | $32.9K | 0.00% | +2+0.8% | Added |
| Oarsman Capital, Inc. | 264 | $32.9K | 0.01% | +264 | New |
| Ashton Thomas Securities, LLC | 260 | $32.4K | 0.01% | +260 | New |
| Geneos Wealth Management Inc. | 255 | $31.7K | 0.00% | +245+2,450.0% | Added |
| Manchester Capital Management LLC | 254 | $31.6K | 0.00% | +43+20.4% | Added |
| TD Waterhouse Canada Inc. | 255 | $31.5K | 0.00% | +1+0.4% | Added |
| Rocky Mountain Advisers, LLC | 250 | $31.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 247 | $30.7K | 0.01% | +2+0.8% | Added |
| Pflug Koory, LLC | 225 | $28.0K | 0.01% | +225 | New |
| American National Bank | 224 | $27.9K | 0.00% | +224 | New |
| Sachetta, LLC | 223 | $27.8K | 0.01% | +18+8.8% | Added |
| Fortitude Family Office, LLC | 218 | $27.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Canton Hathaway, LLC | 213 | $27.0K | 0.01% | +213 | New |
| Delta Asset Management LLC | 209 | $26.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 209 | $26.0K | 0.00% | +25+13.6% | Added |
| Venturi Wealth Management, LLC | 207 | $25.8K | 0.00% | +23+12.5% | Added |
| Rise Advisors, LLC | 205 | $25.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 201 | $25.0K | 0.01% | −320−61.4% | Reduced |
| McIlrath & Eck, LLC | 200 | $24.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $23.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 188 | $23.4K | 0.00% | −7−3.6% | Reduced |
| CNB Bank | 185 | $23.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 182 | $22.7K | 0.00% | +14+8.3% | Added |
| Operose Advisors LLC | 180 | $22.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 173 | $22.0K | 0.00% | +27+18.5% | Added |
| Meeder Asset Management Inc | 175 | $21.8K | 0.00% | −1−0.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 171 | $21.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 163 | $20.3K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 154 | $19.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 154 | $19.2K | 0.00% | +4+2.7% | Added |
| Salem Investment Counselors Inc | 137 | $17.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 137 | $17.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 129 | $16.9K | 0.00% | −38−22.8% | Reduced |
| MCF Advisors LLC | 135 | $16.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 134 | $16.7K | 0.01% | +134 | New |
| Capital Performance Advisors LLP | 131 | $16.3K | 0.00% | +131 | New |
| Raleigh Capital Management Inc. | 129 | $16.1K | 0.01% | +7+5.7% | Added |
| Catalyst Capital Advisors LLC | 125 | $15.6K | 0.00% | +125 | New |
| West Paces Advisors Inc. | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 115 | $14.3K | 0.00% | +4+3.6% | Added |
| Abound Wealth Management | 111 | $13.8K | 0.00% | +30+37.0% | Added |
| Westside Investment Management, Inc. | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 99 | $12.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 98 | $12.1K | 0.00% | +4+4.3% | Added |
| AdvisorNet Financial, Inc | 95 | $11.9K | 0.00% | +2+2.2% | Added |
| Stephenson National Bank & Trust | 91 | $11.3K | 0.00% | +91 | New |
| Sandy Spring Bank | 87 | $10.8K | 0.00% | +50+135.1% | Added |
| Truvestments Capital LLC | 81 | $10.1K | 0.00% | +81 | New |