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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 2,039 | $267.7K | 0.04% | −279−12.0% | Reduced |
| 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 |
| Balboa Wealth Partners | 2,030 | $266.5K | 0.06% | +2,030 | New |
| Graypoint LLC | 2,028 | $266.3K | 0.02% | +205+11.2% | Added |
| Evermay Wealth Management LLC | 2,017 | $264.8K | 0.04% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 2,012 | $264.2K | 0.14% | −148−6.9% | Reduced |
| Cornerstone Select Advisors, LLC | 2,005 | $263.2K | 0.25% | +2,005 | New |
| Tolleson Wealth Management, Inc. | 2,000 | $263.0K | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,997 | $262.2K | 0.04% | −36−1.8% | Reduced |
| Parkside Financial Bank & Trust | 1,992 | $261.5K | 0.03% | +6+0.3% | Added |
| Kerrisdale Advisers, LLC | 1,987 | $260.9K | 0.09% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,986 | $260.7K | 0.01% | +129+6.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,858 | $259.0K | 0.04% | +940+10.5% | Added |
| Sigma Planning Corp | 1,970 | $258.6K | 0.01% | +131+7.1% | Added |
| Evergreen Capital Management LLC | 1,961 | $257.5K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,950 | $256.0K | 0.00% | +1,950 | New |
| Eqis Capital Management, Inc. | 1,943 | $255.2K | 0.02% | +270+16.1% | Added |
| Pathway Financial Advisors LLC | 1,918 | $251.8K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,911 | $250.9K | 0.02% | −562−22.7% | Reduced |
| Heartland Bank & Trust Co | 1,903 | $249.8K | 0.14% | −72−3.6% | Reduced |
| 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 |
| Mather Group, LLC. | 1,879 | $246.6K | 0.00% | +157+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 1,857 | $243.8K | 0.00% | −80,147−97.7% | Reduced |
| Mainstream Capital Management LLC | 1,845 | $242.2K | 0.17% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,831 | $240.4K | 0.01% | +1,831 | New |
| Morey & Quinn Wealth Partners, LLC | 1,811 | $237.8K | 0.20% | +1,811 | New |
| Meridian Financial Partners LLC | 1,800 | $236.0K | 0.12% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,784 | $234.2K | 0.15% | −99−5.3% | Reduced |
| First Affirmative Financial Network | 1,774 | $232.9K | 0.13% | −86−4.6% | Reduced |
| Lindbrook Capital, LLC | 1,774 | $232.9K | 0.02% | +24+1.4% | Added |
| CX Institutional | 1,769 | $232.3K | 0.01% | +1,769 | New |
| Capital Analysts, LLC | 1,761 | $231.0K | 0.01% | +23+1.3% | Added |
| Moody National Bank Trust Division | 1,758 | $230.8K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 1,754 | $230.3K | 0.01% | −96−5.2% | Reduced |
| Great Valley Advisor Group, Inc. | 1,734 | $227.8K | 0.01% | −7−0.4% | Reduced |
| Drive Wealth Management, LLC | 1,732 | $227.4K | 0.06% | −2−0.1% | Reduced |
| Tiaa Trust, National Association | 1,731 | $227.3K | 0.00% | +29+1.7% | Added |
| Moneta Group Investment Advisors LLC | 1,719 | $225.7K | 0.00% | −67−3.8% | Reduced |
| Ci Investments Inc. | 1,710 | $225.0K | 0.00% | +601+54.2% | Added |
| Cim, LLC | 1,705 | $223.8K | 0.03% | +1,705 | New |
| Core Wealth Partners LLC | 1,700 | $223.2K | 0.13% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,695 | $222.5K | 0.04% | +34+2.0% | Added |
| Legacy Advisors, LLC | 1,681 | $220.7K | 0.02% | +1,681 | New |
| First Horizon Advisors, Inc. | 1,675 | $219.9K | 0.01% | +752+81.5% | Added |
| Private Advisory Group LLC | 1,670 | $219.3K | 0.02% | +1,670 | New |
| GW Henssler & Associates Ltd | 1,759 | $219.0K | 0.01% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,656 | $217.4K | 0.01% | −267−13.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,623 | $213.1K | 0.00% | +1,623 | New |
| C M Bidwell & Associates Ltd | 1,622 | $213.0K | 0.13% | +1,622 | New |
| DHJJ Financial Advisors, Ltd. | 1,608 | $211.1K | 0.08% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,594 | $209.3K | 0.00% | +1,594 | New |
| Triune Financial Partners, LLC | 1,585 | $208.1K | 0.07% | +1,585 | New |
| Abacus Planning Group, Inc. | 1,584 | $208.0K | 0.04% | +1,584 | New |
| Cable Hill Partners, LLC | 1,582 | $207.7K | 0.02% | +1,582 | New |
| Heritage Wealth Management, Inc. | 1,565 | $205.5K | 0.07% | +1,565 | New |
| GTS Securities LLC | 1,561 | $204.9K | 0.01% | −9,990−86.5% | Reduced |
| Landscape Capital Management, L.L.C. | 1,548 | $203.2K | 0.02% | +1,548 | New |
| West Family Investments, Inc. | 1,542 | $202.4K | 0.07% | +1,542 | New |
| IHT Wealth Management, LLC | 1,531 | $201.0K | 0.01% | +1,531 | New |
| Sandy Spring Bank | 1,512 | $198.5K | 0.01% | +1,425+1,637.9% | Added |
| Assetmark, Inc | 1,441 | $189.2K | 0.00% | +294+25.6% | Added |
| Capital A Wealth Management, LLC | 1,436 | $188.5K | 0.31% | +1,436 | New |
| Skopos Labs, Inc. | 1,414 | $185.6K | 0.06% | −5−0.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,410 | $185.1K | 0.06% | +160+12.8% | Added |
| Paradigm Asset Management Co LLC | 1,400 | $183.8K | 0.05% | −1,000−41.7% | Reduced |
| Walleye Capital LLC | 1,367 | $179.5K | 0.00% | −12,645−90.2% | Reduced |
| Smithfield Trust Co | 1,284 | $170.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,293 | $169.8K | 0.05% | −102−7.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,237 | $162.4K | 0.02% | +1,237 | New |
| IFP Advisors, Inc | 1,203 | $157.9K | 0.01% | +100+9.1% | Added |
| Sentry Investment Management LLC | 1,160 | $152.0K | 0.07% | −189−14.0% | Reduced |
| Private Trust Co NA | 1,087 | $142.7K | 0.01% | +401+58.5% | Added |
| Bokf, NA | 1,130 | $139.7K | 0.00% | +24+2.2% | Added |
| Massmutual Trust Co FSB | 1,041 | $136.7K | 0.00% | −16−1.5% | Reduced |
| Globeflex Capital L P | 1,000 | $131.3K | 0.01% | +1,000 | New |
| Grove Bank & Trust | 987 | $129.6K | 0.02% | +254+34.7% | Added |
| Rothschild Investment LLC | 985 | $129.3K | 0.01% | +47+5.0% | Added |
| Global Retirement Partners, LLC | 982 | $128.9K | 0.00% | +193+24.5% | Added |
| Anchor Investment Management, LLC | 944 | $123.9K | 0.01% | −65−6.4% | Reduced |
| CVA Family Office, LLC | 922 | $121.0K | 0.02% | +63+7.3% | Added |
| Kestra Investment Management, LLC | 907 | $119.1K | 0.00% | +907 | New |
| Quent Capital, LLC | 873 | $114.6K | 0.01% | +2+0.2% | Added |
| Optimum Investment Advisors | 825 | $108.3K | 0.05% | −75−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 795 | $104.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 786 | $103.2K | 0.00% | +183+30.3% | Added |
| Cromwell Holdings LLC | 776 | $101.9K | 0.06% | 00.0% | Unchanged |
| R Squared Ltd | 727 | $95.4K | 0.09% | +727 | New |
| EverSource Wealth Advisors, LLC | 684 | $89.8K | 0.01% | +205+42.8% | Added |
| Allworth Financial LP | 636 | $88.7K | 0.00% | +204+47.2% | Added |
| Park Place Capital Corp | 642 | $84.3K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 633 | $83.9K | 0.07% | +633 | New |
| Bruce G. Allen Investments, LLC | 617 | $81.0K | 0.07% | +12+2.0% | Added |
| LRI Investments, LLC | 609 | $80.0K | 0.01% | −77−11.2% | Reduced |
| Central Pacific Bank - Trust Division | 600 | $78.8K | 0.01% | +600 | New |
| Rosenberg Matthew Hamilton | 578 | $75.9K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 541 | $71.0K | 0.01% | +541 | New |
| Versant Capital Management, Inc | 529 | $69.5K | 0.01% | +516+3,969.2% | Added |
| Central Trust Co | 484 | $63.5K | 0.00% | +302+165.9% | Added |