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 | 1,111 | $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, 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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 3,708 | $487.0K | 0.08% | 00.0% | Unchanged |
| Agf Management Ltd | 3,614 | $474.5K | 0.00% | −8,202−69.4% | Reduced |
| Warren Averett Asset Management, LLC | 3,611 | $474.1K | 0.01% | +1,269+54.2% | Added |
| Freestone Capital Holdings, LLC | 3,581 | $470.1K | 0.02% | −15−0.4% | Reduced |
| Prudent Man Advisors, LLC | 3,560 | $467.4K | 0.17% | −697−16.4% | Reduced |
| Atomi Financial Group, Inc. | 3,533 | $463.8K | 0.02% | +303+9.4% | Added |
| Wedmont Private Capital | 3,747 | $463.4K | 0.02% | +206+5.8% | Added |
| HighPoint Advisor Group LLC | 3,259 | $462.0K | 0.03% | +119+3.8% | Added |
| Ancora Advisors, LLC | 3,485 | $457.5K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 3,475 | $456.2K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 3,469 | $455.4K | 0.18% | +1,155+49.9% | Added |
| Umb Bank N A | 3,461 | $454.4K | 0.01% | +128+3.8% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 3,455 | $453.6K | 0.16% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,416 | $448.5K | 0.01% | −145−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,397 | $446.0K | 0.01% | +2,773+444.4% | Added |
| Clarius Group, LLC | 3,348 | $439.6K | 0.03% | −2−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,348 | $439.6K | 0.02% | +513+18.1% | Added |
| Integrated Wealth Concepts LLC | 3,343 | $438.9K | 0.01% | +1,669+99.7% | Added |
| Citizens Financial Group Inc | 3,327 | $436.8K | 0.01% | +534+19.1% | Added |
| Quadcap Wealth Management, LLC | 3,294 | $432.5K | 0.06% | +3,294 | New |
| Siemens Fonds Invest GmbH | 3,305 | $431.2K | 0.05% | −743−18.4% | Reduced |
| Logan Capital Management Inc | 3,274 | $429.8K | 0.02% | +7+0.2% | Added |
| Waldron Private Wealth LLC | 3,268 | $429.1K | 0.02% | +1,640+100.7% | Added |
| Robertson Stephens Wealth Management, LLC | 3,267 | $428.9K | 0.02% | −9,431−74.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,237 | $425.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,235 | $424.7K | 0.00% | −24,568−88.4% | Reduced |
| TD Private Client Wealth LLC | 3,233 | $424.5K | 0.01% | +338+11.7% | Added |
| Summit Trail Advisors, LLC | 3,214 | $422.0K | 0.02% | +1,020+46.5% | Added |
| BSW Wealth Partners | 3,196 | $419.6K | 0.06% | +59+1.9% | Added |
| Bayesian Capital Management, LP | 3,170 | $416.2K | 0.05% | −12,300−79.5% | Reduced |
| Cigna Investments Inc | 3,145 | $412.0K | 0.07% | −40−1.3% | Reduced |
| Proficio Capital Partners LLC | 3,085 | $405.0K | 0.03% | +3,085 | New |
| Western Pacific Wealth Management, LP | 3,070 | $403.1K | 0.33% | +1,035+50.9% | Added |
| Commerzbank Aktiengesellschaft | 3,079 | $402.0K | 0.01% | +330+12.0% | Added |
| Ameritas Investment Partners, Inc. | 3,043 | $399.5K | 0.01% | −120−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 3,007 | $394.8K | 0.08% | +137+4.8% | Added |
| Northeast Financial Consultants Inc | 3,000 | $393.9K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,998 | $393.6K | 0.00% | −81−2.6% | Reduced |
| Renaissance Group LLC | 2,998 | $393.6K | 0.02% | −95−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 2,988 | $392.0K | 0.01% | +2+0.1% | Added |
| Callan Family Office, LLC | 2,955 | $388.0K | 0.02% | +2,955 | New |
| Beck Mack & Oliver LLC | 2,926 | $384.2K | 0.01% | +2,926 | New |
| Schechter Investment Advisors, LLC | 2,913 | $382.4K | 0.03% | +242+9.1% | Added |
| Cahill Financial Advisors Inc | 2,908 | $381.8K | 0.05% | −77−2.6% | Reduced |
| Diversified Trust Co | 2,872 | $377.1K | 0.01% | −261−8.3% | Reduced |
| Covenant Partners, LLC | 2,825 | $370.9K | 0.11% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,808 | $369.3K | 0.16% | +2,808 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,797 | $367.2K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,794 | $366.8K | 0.02% | +2,587+1,249.8% | Added |
| Ellerson Group Inc | 2,790 | $366.3K | 0.27% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,786 | $365.8K | 0.06% | +169+6.5% | Added |
| BCO Wealth Management LLC | 2,785 | $365.6K | 0.30% | +2,785 | New |
| Baker Tilly Wealth Management, LLC | 2,757 | $362.0K | 0.14% | −35−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,707 | $355.4K | 0.02% | +211+8.5% | Added |
| Yorktown Management & Research Co Inc | 2,700 | $354.5K | 0.34% | −800−22.9% | Reduced |
| Blueshift Asset Management, LLC | 2,698 | $354.2K | 0.13% | −2,276−45.8% | Reduced |
| King Luther Capital Management Corp | 2,644 | $347.1K | 0.00% | +840+46.6% | Added |
| Stephens Inc | 2,640 | $346.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,637 | $346.2K | 0.02% | −43−1.6% | Reduced |
| Perigon Wealth Management, LLC | 2,559 | $344.9K | 0.01% | +364+16.6% | Added |
| 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 |
| Evernest Financial Advisors, LLC | 2,603 | $341.7K | 0.09% | 00.0% | Unchanged |
| 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 |
| MJP Associates Inc | 2,553 | $335.2K | 0.06% | −5,251−67.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,553 | $335.1K | 0.00% | +2,298+901.2% | Added |
| National Asset Management, Inc. | 2,548 | $334.5K | 0.01% | −648−20.3% | Reduced |
| Yeomans Consulting Group, Inc. | 2,533 | $332.6K | 0.12% | +2,533 | New |
| Sagespring Wealth Partners, LLC | 2,463 | $323.4K | 0.01% | +2,463 | New |
| GHP Investment Advisors, Inc. | 2,456 | $322.4K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,451 | $321.8K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,442 | $320.6K | 0.02% | −37−1.5% | Reduced |
| CoreCap Advisors, LLC | 2,422 | $318.0K | 0.01% | +2,422 | New |
| Family Firm, Inc. | 2,402 | $315.4K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,398 | $314.8K | 0.00% | +108+4.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $310.6K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,343 | $307.6K | 0.10% | +2,343 | New |
| Linden Thomas Advisory Services, LLC | 2,319 | $304.5K | 0.04% | −26−1.1% | Reduced |
| GeoWealth Management, LLC | 2,275 | $298.7K | 0.01% | −500−18.0% | Reduced |
| 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 |
| Independent Advisor Alliance | 2,217 | $291.1K | 0.00% | +574+34.9% | Added |
| Mission Wealth Management, LP | 2,212 | $290.4K | 0.01% | −37−1.6% | Reduced |
| Conning Inc. | 2,205 | $289.5K | 0.01% | −58−2.6% | Reduced |
| Petros Family Wealth, LLC | 2,197 | $288.4K | 0.31% | +2,197 | New |
| Penserra Capital Management LLC | 2,191 | $287.0K | 0.01% | +736+50.6% | Added |
| Aaron Wealth Advisors | 2,136 | $280.4K | 0.03% | +274+14.7% | Added |
| WCM Investment Management, LLC | 2,150 | $280.1K | 0.00% | +366+20.5% | Added |
| Valeo Financial Advisors, LLC | 2,132 | $279.9K | 0.01% | +168+8.6% | Added |
| Wealthspire Advisors, LLC | 2,124 | $278.9K | 0.00% | +483+29.4% | Added |
| Cooper Financial Group | 2,118 | $278.1K | 0.03% | −39−1.8% | Reduced |
| Sage Mountain Advisors LLC | 2,094 | $274.9K | 0.02% | +177+9.2% | Added |
| Marcum Wealth, LLC | 2,077 | $272.7K | 0.02% | +16+0.8% | Added |
| Integrated Advisors Network LLC | 2,067 | $271.4K | 0.01% | −4−0.2% | Reduced |
| Trillium Asset Management, LLC | 2,054 | $270.0K | 0.01% | −121−5.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,055 | $269.8K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,054 | $269.7K | 0.04% | +30+1.5% | Added |
| ICONIQ Capital, LLC | 2,045 | $268.5K | 0.00% | +2,045 | New |
| Fukoku Mutual Life Insurance Co | 2,041 | $268.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,040 | $267.8K | 0.21% | 00.0% | Unchanged |