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, Q4 2024
Institutional positions in Cbre Group, Inc. as of Dec 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
- 945
- +89 vs. Q3 2024
- Shares held
- 293.9M
- −1.24M (−0.4%) vs. Q3 2024
- Total value
- $38.6B
- +$1.86B (+5.1%) vs. Q3 2024
- New holders
- 155
- 342 more added
- Sold out
- 66
- 327 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthstream Advisors, Inc. | 1,695 | $222.5K | 0.04% | +34+2.0% | Added |
| Core Wealth Partners LLC | 1,700 | $223.2K | 0.13% | 00.0% | Unchanged |
| Cim, LLC | 1,705 | $223.8K | 0.03% | +1,705 | New |
| Ci Investments Inc. | 1,710 | $225.0K | 0.00% | +601+54.2% | Added |
| Moneta Group Investment Advisors LLC | 1,719 | $225.7K | 0.00% | −67−3.8% | Reduced |
| Tiaa Trust, National Association | 1,731 | $227.3K | 0.00% | +29+1.7% | Added |
| Drive Wealth Management, LLC | 1,732 | $227.4K | 0.06% | −2−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 1,734 | $227.8K | 0.01% | −7−0.4% | Reduced |
| Old National Bancorp | 1,754 | $230.3K | 0.01% | −96−5.2% | Reduced |
| Moody National Bank Trust Division | 1,758 | $230.8K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,761 | $231.0K | 0.01% | +23+1.3% | Added |
| CX Institutional | 1,769 | $232.3K | 0.01% | +1,769 | New |
| Lindbrook Capital, LLC | 1,774 | $232.9K | 0.02% | +24+1.4% | Added |
| First Affirmative Financial Network | 1,774 | $232.9K | 0.13% | −86−4.6% | Reduced |
| Trust Investment Advisors | 1,784 | $234.2K | 0.15% | −99−5.3% | Reduced |
| Meridian Financial Partners LLC | 1,800 | $236.0K | 0.12% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 1,811 | $237.8K | 0.20% | +1,811 | New |
| Prospera Financial Services Inc | 1,831 | $240.4K | 0.01% | +1,831 | New |
| Mainstream Capital Management LLC | 1,845 | $242.2K | 0.17% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,857 | $243.8K | 0.00% | −80,147−97.7% | Reduced |
| Mather Group, LLC. | 1,879 | $246.6K | 0.00% | +157+9.1% | Added |
| City National Bank of Florida | 1,892 | $248.4K | 0.23% | +1,892 | New |
| Simplicity Wealth,LLC | 1,892 | $248.4K | 0.05% | +1,892 | New |
| Heartland Bank & Trust Co | 1,903 | $249.8K | 0.14% | −72−3.6% | Reduced |
| Geller Advisors LLC | 1,911 | $250.9K | 0.02% | −562−22.7% | Reduced |
| Pathway Financial Advisors LLC | 1,918 | $251.8K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,943 | $255.2K | 0.02% | +270+16.1% | Added |
| Merit Financial Group, LLC | 1,950 | $256.0K | 0.00% | +1,950 | New |
| Evergreen Capital Management LLC | 1,961 | $257.5K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,970 | $258.6K | 0.01% | +131+7.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,858 | $259.0K | 0.04% | +940+10.5% | Added |
| Edge Capital Group, LLC | 1,986 | $260.7K | 0.01% | +129+6.9% | Added |
| Kerrisdale Advisers, LLC | 1,987 | $260.9K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,992 | $261.5K | 0.03% | +6+0.3% | Added |
| Gryphon Financial Partners LLC | 1,997 | $262.2K | 0.04% | −36−1.8% | Reduced |
| Tolleson Wealth Management, Inc. | 2,000 | $263.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 2,005 | $263.2K | 0.25% | +2,005 | New |
| IMPACTfolio, LLC | 2,012 | $264.2K | 0.14% | −148−6.9% | Reduced |
| Evermay Wealth Management LLC | 2,017 | $264.8K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 2,028 | $266.3K | 0.02% | +205+11.2% | Added |
| Balboa Wealth Partners | 2,030 | $266.5K | 0.06% | +2,030 | New |
| Trustmark National Bank Trust Department | 2,035 | $267.2K | 0.02% | +2,035 | New |
| Avestar Capital, LLC | 2,035 | $267.2K | 0.02% | +2,035 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,039 | $267.7K | 0.04% | −279−12.0% | Reduced |
| Virtus Investment Advisers, Inc. | 2,040 | $267.8K | 0.21% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,041 | $268.0K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,045 | $268.5K | 0.00% | +2,045 | New |
| Relyea Zuckerberg Hanson LLC | 2,054 | $269.7K | 0.04% | +30+1.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,055 | $269.8K | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,054 | $270.0K | 0.01% | −121−5.6% | Reduced |
| Integrated Advisors Network LLC | 2,067 | $271.4K | 0.01% | −4−0.2% | Reduced |
| Marcum Wealth, LLC | 2,077 | $272.7K | 0.02% | +16+0.8% | Added |
| Sage Mountain Advisors LLC | 2,094 | $274.9K | 0.02% | +177+9.2% | Added |
| Cooper Financial Group | 2,118 | $278.1K | 0.03% | −39−1.8% | Reduced |
| Wealthspire Advisors, LLC | 2,124 | $278.9K | 0.00% | +483+29.4% | Added |
| Valeo Financial Advisors, LLC | 2,132 | $279.9K | 0.01% | +168+8.6% | Added |
| WCM Investment Management, LLC | 2,150 | $280.1K | 0.00% | +366+20.5% | Added |
| Aaron Wealth Advisors | 2,136 | $280.4K | 0.03% | +274+14.7% | Added |
| Penserra Capital Management LLC | 2,191 | $287.0K | 0.01% | +736+50.6% | Added |
| Petros Family Wealth, LLC | 2,197 | $288.4K | 0.31% | +2,197 | New |
| Conning Inc. | 2,205 | $289.5K | 0.01% | −58−2.6% | Reduced |
| Mission Wealth Management, LP | 2,212 | $290.4K | 0.01% | −37−1.6% | Reduced |
| Independent Advisor Alliance | 2,217 | $291.1K | 0.00% | +574+34.9% | Added |
| Cidel Asset Management Inc | 2,262 | $297.0K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,262 | $297.0K | 0.02% | +2,262 | New |
| GeoWealth Management, LLC | 2,275 | $298.7K | 0.01% | −500−18.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,319 | $304.5K | 0.04% | −26−1.1% | Reduced |
| Lion Street Advisors, LLC | 2,343 | $307.6K | 0.10% | +2,343 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $310.6K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,398 | $314.8K | 0.00% | +108+4.7% | Added |
| Family Firm, Inc. | 2,402 | $315.4K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,422 | $318.0K | 0.01% | +2,422 | New |
| Checchi Capital Advisers, LLC | 2,442 | $320.6K | 0.02% | −37−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,451 | $321.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,456 | $322.4K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,463 | $323.4K | 0.01% | +2,463 | New |
| Yeomans Consulting Group, Inc. | 2,533 | $332.6K | 0.12% | +2,533 | New |
| National Asset Management, Inc. | 2,548 | $334.5K | 0.01% | −648−20.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,553 | $335.1K | 0.00% | +2,298+901.2% | Added |
| MJP Associates Inc | 2,553 | $335.2K | 0.06% | −5,251−67.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,600 | $341.4K | 0.01% | +2,600 | New |
| Evernest Financial Advisors, LLC | 2,603 | $341.7K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,616 | $343.5K | 0.04% | −15,810−85.8% | Reduced |
| ProVise Management Group, LLC | 2,616 | $343.5K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,559 | $344.9K | 0.01% | +364+16.6% | Added |
| Heritage Wealth Advisors | 2,637 | $346.2K | 0.02% | −43−1.6% | Reduced |
| Stephens Inc | 2,640 | $346.6K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,644 | $347.1K | 0.00% | +840+46.6% | Added |
| Blueshift Asset Management, LLC | 2,698 | $354.2K | 0.13% | −2,276−45.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,700 | $354.5K | 0.34% | −800−22.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,707 | $355.4K | 0.02% | +211+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,757 | $362.0K | 0.14% | −35−1.3% | Reduced |
| BCO Wealth Management LLC | 2,785 | $365.6K | 0.30% | +2,785 | New |
| Premier Path Wealth Partners, LLC | 2,786 | $365.8K | 0.06% | +169+6.5% | Added |
| Ellerson Group Inc | 2,790 | $366.3K | 0.27% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,794 | $366.8K | 0.02% | +2,587+1,249.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,797 | $367.2K | 0.02% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,808 | $369.3K | 0.16% | +2,808 | New |
| Covenant Partners, LLC | 2,825 | $370.9K | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 2,872 | $377.1K | 0.01% | −261−8.3% | Reduced |