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, Q1 2025
Institutional positions in Cbre Group, Inc. as of Mar 31, 2025. 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
- 989
- +59 vs. Q4 2024
- Shares held
- 290.4M
- −596.6K (−0.2%) vs. Q4 2024
- Total value
- $38.0B
- −$234.0M (−0.6%) vs. Q4 2024
- New holders
- 135
- 347 more added
- Sold out
- 76
- 371 more reduced
15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,540 | $201.4K | 0.07% | +130+9.2% | Added |
| Advus Financial Partners, LLC | 1,544 | $201.9K | 0.06% | +1,544 | New |
| Optas, LLC | 1,561 | $204.2K | 0.04% | +1,561 | New |
| PDS Planning, Inc | 1,565 | $204.7K | 0.02% | +1,565 | New |
| Blackhawk Capital Partners LLC. | 1,569 | $205.2K | 0.11% | +1,569 | New |
| 111 Capital | 1,571 | $205.5K | 0.04% | +1,571 | New |
| Tiaa Trust, National Association | 1,572 | $205.6K | 0.00% | −159−9.2% | Reduced |
| Cim, LLC | 1,577 | $206.2K | 0.03% | −128−7.5% | Reduced |
| Fermata Advisors, LLC | 1,585 | $207.3K | 0.04% | +1,585 | New |
| Triune Financial Partners, LLC | 1,586 | $207.4K | 0.07% | +1+0.1% | Added |
| Abacus Planning Group, Inc. | 1,587 | $207.5K | 0.04% | +3+0.2% | Added |
| Sage Mountain Advisors LLC | 1,598 | $209.0K | 0.02% | −496−23.7% | Reduced |
| Alta Advisers Ltd | 1,598 | $209.0K | 0.09% | +1,598 | New |
| DHJJ Financial Advisors, Ltd. | 1,605 | $209.9K | 0.08% | −3−0.2% | Reduced |
| Farther Finance Advisors, LLC | 1,617 | $211.8K | 0.01% | −2,102−56.5% | Reduced |
| GW Henssler & Associates Ltd | 1,621 | $212.0K | 0.01% | −138−7.8% | Reduced |
| Circle Wealth Management, LLC | 1,622 | $212.1K | 0.00% | +28+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,626 | $212.6K | 0.02% | −415−20.3% | Reduced |
| R Squared Ltd | 1,630 | $213.2K | 0.23% | +903+124.2% | Added |
| Legacy Financial Advisors, Inc. | 1,635 | $213.8K | 0.04% | +1,635 | New |
| MJP Associates Inc | 1,637 | $214.1K | 0.04% | −916−35.9% | Reduced |
| Simon Quick Advisors, LLC | 1,638 | $214.2K | 0.01% | +1,638 | New |
| Meridian Financial Partners LLC | 1,650 | $216.0K | 0.11% | −150−8.3% | Reduced |
| Kathmere Capital Management, LLC | 1,652 | $216.0K | 0.02% | +1,652 | New |
| Wealthstream Advisors, Inc. | 1,677 | $219.3K | 0.04% | −18−1.1% | Reduced |
| Canopy Partners, LLC | 1,690 | $221.0K | 0.09% | +1,690 | New |
| Soltis Investment Advisors LLC | 1,697 | $222.0K | 0.02% | +1,697 | New |
| Leavell Investment Management, Inc. | 1,699 | $222.2K | 0.01% | +1,699 | New |
| Core Wealth Partners LLC | 1,700 | $222.3K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,700 | $222.3K | 0.00% | +77+4.7% | Added |
| Great Valley Advisor Group, Inc. | 1,717 | $224.1K | 0.00% | −17−1.0% | Reduced |
| Drive Wealth Management, LLC | 1,723 | $225.3K | 0.05% | −9−0.5% | Reduced |
| First Affirmative Financial Network | 1,751 | $229.0K | 0.14% | −23−1.3% | Reduced |
| Capital Analysts, LLC | 1,757 | $230.0K | 0.01% | −4−0.2% | Reduced |
| Trust Point Inc. | 1,765 | $230.8K | 0.02% | −2,424−57.9% | Reduced |
| CX Institutional | 1,770 | $231.0K | 0.01% | +1+0.1% | Added |
| Silvercrest Asset Management Group LLC | 1,788 | $233.8K | 0.00% | +1,788 | New |
| Legacy Advisors, LLC | 1,789 | $234.0K | 0.02% | +108+6.4% | Added |
| Private Advisory Group LLC | 1,797 | $235.0K | 0.03% | +127+7.6% | Added |
| Meeder Asset Management Inc | 1,800 | $235.4K | 0.02% | +1,633+977.8% | Added |
| Advisors Capital Management, LLC | 1,809 | $236.7K | 0.00% | +1,809 | New |
| Moody National Bank Trust Division | 1,819 | $237.9K | 0.02% | +61+3.5% | Added |
| Intrua Financial, LLC | 1,821 | $238.2K | 0.04% | +1,821 | New |
| Moneta Group Investment Advisors LLC | 1,829 | $239.2K | 0.00% | +110+6.4% | Added |
| Archer Investment Corp | 1,830 | $239.3K | 0.06% | +1,830 | New |
| Mainstream Capital Management LLC | 1,845 | $241.3K | 0.19% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,846 | $241.4K | 0.00% | −3,429−65.0% | Reduced |
| Integrated Advisors Network LLC | 1,846 | $241.4K | 0.01% | −221−10.7% | Reduced |
| Advisor OS, LLC | 1,858 | $243.0K | 0.03% | −758−29.0% | Reduced |
| GeoWealth Management, LLC | 1,875 | $245.2K | 0.01% | −400−17.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,881 | $246.0K | 0.20% | +70+3.9% | Added |
| Brevan Howard Capital Management LP | 1,895 | $247.8K | 0.01% | +1,895 | New |
| Prospera Financial Services Inc | 1,908 | $249.5K | 0.01% | +77+4.2% | Added |
| Pathway Financial Advisors LLC | 1,918 | $250.8K | 0.05% | 00.0% | Unchanged |
| Graypoint LLC | 1,928 | $252.1K | 0.02% | −100−4.9% | Reduced |
| Gryphon Financial Partners LLC | 1,937 | $253.3K | 0.04% | −60−3.0% | Reduced |
| DRW Securities, LLC | 1,943 | $254.1K | 0.02% | +1,943 | New |
| Sowell Financial Services LLC | 1,958 | $256.1K | 0.01% | +1,958 | New |
| Trillium Asset Management, LLC | 1,979 | $259.0K | 0.01% | −75−3.7% | Reduced |
| Tolleson Wealth Management, Inc. | 2,000 | $261.6K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,014 | $263.3K | 0.00% | +135+7.2% | Added |
| Evermay Wealth Management LLC | 2,017 | $263.8K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,029 | $265.4K | 0.03% | −6−0.3% | Reduced |
| Virtus ETF Advisers LLC | 2,040 | $266.8K | 0.17% | +2,040 | New |
| Parkside Financial Bank & Trust | 2,060 | $269.4K | 0.03% | +68+3.4% | Added |
| Relyea Zuckerberg Hanson LLC | 2,063 | $269.8K | 0.04% | +9+0.4% | Added |
| Wealthspire Advisors, LLC | 2,063 | $269.8K | 0.00% | −61−2.9% | Reduced |
| Marcum Wealth, LLC | 2,065 | $270.1K | 0.02% | −12−0.6% | Reduced |
| Simplicity Wealth,LLC | 2,068 | $270.5K | 0.02% | +176+9.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,069 | $270.6K | 0.04% | +30+1.5% | Added |
| City National Bank of Florida | 2,094 | $273.9K | 0.25% | +202+10.7% | Added |
| Cidel Asset Management Inc | 2,097 | $274.2K | 0.02% | −165−7.3% | Reduced |
| Howard Capital Management Inc. | 2,105 | $275.3K | 0.01% | −293−12.2% | Reduced |
| XTX Topco Ltd | 2,108 | $275.7K | 0.01% | +2,108 | New |
| Evergreen Capital Management LLC | 2,112 | $276.2K | 0.01% | +151+7.7% | Added |
| Sigma Planning Corp | 2,123 | $277.6K | 0.01% | +153+7.8% | Added |
| Wolverine Trading, LLC | 2,162 | $279.9K | 0.01% | +2,162 | New |
| CMC Financial Group | 2,155 | $281.8K | 0.64% | +2,155 | New |
| Independent Advisor Alliance | 2,157 | $282.1K | 0.01% | −60−2.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,160 | $282.5K | 0.07% | +2,160 | New |
| Mesirow Financial Investment Management, Inc. | 2,169 | $283.7K | 0.01% | +114+5.5% | Added |
| Hudson Bay Capital Management LP | 2,180 | $285.1K | 0.00% | +2,180 | New |
| Cornerstone Select Advisors, LLC | 2,188 | $286.1K | 0.27% | +183+9.1% | Added |
| Mission Wealth Management, LP | 2,200 | $287.7K | 0.01% | −12−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 2,217 | $289.9K | 0.01% | +85+4.0% | Added |
| Conning Inc. | 2,238 | $292.7K | 0.01% | +33+1.5% | Added |
| Aaron Wealth Advisors | 2,244 | $293.5K | 0.03% | +108+5.1% | Added |
| Heartland Bank & Trust Co | 2,250 | $294.3K | 0.15% | +347+18.2% | Added |
| Old National Bancorp | 2,270 | $296.9K | 0.01% | +516+29.4% | Added |
| Cooper Financial Group | 2,270 | $296.9K | 0.04% | +152+7.2% | Added |
| Trustmark National Bank Trust Department | 2,273 | $297.3K | 0.02% | +238+11.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,275 | $297.5K | 0.00% | −176−7.2% | Reduced |
| ProVise Management Group, LLC | 2,286 | $299.0K | 0.03% | −330−12.6% | Reduced |
| Diametric Capital, LP | 2,288 | $299.2K | 0.36% | +2,288 | New |
| Evernest Financial Advisors, LLC | 2,291 | $299.6K | 0.11% | −312−12.0% | Reduced |
| Lion Street Advisors, LLC | 2,311 | $302.2K | 0.10% | −32−1.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $309.4K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,372 | $310.2K | 0.04% | +53+2.3% | Added |
| Family Firm, Inc. | 2,402 | $314.1K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,409 | $315.1K | 0.01% | −150−5.9% | Reduced |