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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 471 | $61.0K | 0.02% | +45+10.6% | Added |
| Deseret Mutual Benefit Administrators | 461 | $60.5K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 457 | $60.0K | 0.01% | +457 | New |
| Atticus Wealth Management, LLC | 455 | $59.7K | 0.02% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 440 | $57.8K | 0.05% | +440 | New |
| Leonteq Securities AG | 419 | $55.0K | 0.01% | −1,755−80.7% | Reduced |
| Aventura Private Wealth, LLC | 416 | $54.6K | 0.03% | +416 | New |
| South State Corp. | 404 | $53.0K | 0.00% | +54+15.4% | Added |
| Friedenthal Financial | 389 | $51.1K | 0.03% | −6,207−94.1% | Reduced |
| Catalyst Capital Advisors LLC | 363 | $47.7K | 0.00% | +238+190.4% | Added |
| Bayforest Capital Ltd | 357 | $46.9K | 0.06% | +357 | New |
| Ethos Financial Group, LLC | 343 | $45.0K | 0.01% | −2,608−88.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 343 | $45.0K | 0.04% | +343 | New |
| Larson Financial Group LLC | 327 | $42.9K | 0.00% | +281+610.9% | Added |
| Bogart Wealth, LLC | 323 | $42.4K | 0.00% | +30+10.2% | Added |
| Asset Dedication, LLC | 322 | $42.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 302 | $40.0K | 0.03% | −22−6.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $39.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 293 | $38.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 278 | $36.5K | 0.01% | +180+183.7% | Added |
| Geneos Wealth Management Inc. | 267 | $35.1K | 0.00% | +12+4.7% | Added |
| Oarsman Capital, Inc. | 264 | $34.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 259 | $34.0K | 0.00% | −5−1.9% | Reduced |
| Manchester Capital Management LLC | 252 | $33.1K | 0.00% | −2−0.8% | Reduced |
| Rocky Mountain Advisers, LLC | 250 | $32.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 229 | $30.1K | 0.01% | +229 | New |
| Pflug Koory, LLC | 225 | $29.5K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 222 | $29.1K | 0.01% | +222 | New |
| Fortitude Family Office, LLC | 218 | $28.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 217 | $28.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 217 | $28.5K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 216 | $28.4K | 0.03% | +216 | New |
| Canton Hathaway, LLC | 213 | $28.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 209 | $27.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 209 | $27.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 205 | $26.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 201 | $26.4K | 0.01% | −46−18.6% | Reduced |
| McIlrath & Eck, LLC | 200 | $26.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $25.2K | 0.00% | +4+2.1% | Added |
| SBI Securities Co., Ltd. | 192 | $25.2K | 0.00% | +192 | New |
| Trust Co of Vermont | 189 | $24.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 185 | $24.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 184 | $24.2K | 0.01% | −39−17.5% | Reduced |
| GW&K Investment Management, LLC | 173 | $23.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 170 | $22.3K | 0.02% | +170 | New |
| True Wealth Design, LLC | 169 | $22.2K | 0.01% | +152+894.1% | Added |
| Meeder Asset Management Inc | 167 | $21.9K | 0.00% | −8−4.6% | Reduced |
| Ridgewood Investments LLC | 163 | $21.4K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 154 | $20.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 151 | $19.8K | 0.00% | −50−24.9% | Reduced |
| Washington Trust Co | 151 | $19.8K | 0.00% | −3−1.9% | Reduced |
| Sierra Ocean, LLC | 143 | $18.8K | 0.02% | +143 | New |
| Salem Investment Counselors Inc | 137 | $18.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 137 | $18.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 135 | $17.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 134 | $17.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 129 | $16.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 116 | $16.6K | 0.00% | −13−10.1% | Reduced |
| West Paces Advisors Inc. | 120 | $15.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 117 | $15.4K | 0.00% | +2+1.7% | Added |
| Continuum Advisory, LLC | 117 | $15.4K | 0.00% | +77+192.5% | Added |
| Truvestments Capital LLC | 105 | $13.8K | 0.00% | +24+29.6% | Added |
| Westside Investment Management, Inc. | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $13.1K | 0.00% | −11−9.9% | Reduced |
| First Financial Corp | 99 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $11.2K | 0.00% | +3+3.7% | Added |
| Fairway Wealth LLC | 79 | $10.4K | 0.00% | +79 | New |
| Accredited Wealth Management, LLC | 75 | $9.85K | 0.01% | +75 | New |
| Synergy Investment Management, LLC | 73 | $9.58K | 0.00% | +73 | New |
| Capital Advisors, Ltd. LLC | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 65 | $8.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $8.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 63 | $8.27K | 0.00% | +53+530.0% | Added |
| Quest Partners LLC | 62 | $8.14K | 0.00% | −2,969−98.0% | Reduced |
| Dunhill Financial, LLC | 62 | $8.12K | 0.00% | +16+34.8% | Added |
| Arlington Trust Co LLC | 61 | $8.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 61 | $8.00K | 0.00% | +2+3.4% | Added |
| Retirement Wealth Solutions LLC | 62 | $7.67K | 0.01% | +62 | New |
| Trifecta Capital Advisors, LLC | 55 | $7.22K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 54 | $7.09K | 0.00% | +18+50.0% | Added |
| Transce3nd, LLC | 50 | $6.57K | 0.00% | +50 | New |
| Ruedi Wealth Management, Inc. | 49 | $6.43K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 46 | $6.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $6.04K | 0.00% | +7+17.9% | Added |
| Highline Wealth Partners LLC | 46 | $6.04K | 0.00% | +10+27.8% | Added |
| WealthTrak Capital Management LLC | 45 | $5.91K | 0.00% | +45 | New |
| Jackson, Grant Investment Advisers, Inc. | 44 | $5.78K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 42 | $5.51K | 0.00% | +42 | New |
| FSA Wealth Management LLC | 39 | $5.12K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 36 | $4.73K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $4.33K | 0.00% | +2+6.5% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $4.20K | 0.00% | +1+3.2% | Added |
| Hoey Investments, Inc | 32 | $4.20K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 31 | $4.07K | 0.00% | +31 | New |
| Motco | 29 | $3.81K | 0.00% | −4,995−99.4% | Reduced |
| Pacifica Partners Inc. | 29 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $3.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $3.68K | 0.00% | +28 | New |
| TD Capital Management LLC | 27 | $3.54K | 0.00% | +27 | New |