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
- 988
- +58 vs. Q4 2024
- Shares held
- 290.4M
- −598.1K (−0.2%) vs. Q4 2024
- Total value
- $38.0B
- −$234.2M (−0.6%) vs. Q4 2024
- New holders
- 134
- 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 | 1,111 | $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, 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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 3,908 | $511.1K | 0.01% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 4,223 | $509.8K | 0.05% | +125+3.1% | Added |
| Old Point Trust & Financial Services N A | 3,883 | $507.8K | 0.18% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,863 | $505.2K | 0.06% | +29+0.8% | Added |
| Safeguard Financial, LLC | 3,779 | $494.2K | 0.11% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,764 | $492.3K | 0.04% | −1,834−32.8% | Reduced |
| Diversify Advisory Services, LLC | 3,988 | $485.5K | 0.03% | +3,988 | New |
| Hanson & Doremus Investment Management | 3,708 | $485.0K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,695 | $483.2K | 0.01% | +84+2.3% | Added |
| Ancora Advisors, LLC | 3,685 | $481.9K | 0.01% | +200+5.7% | Added |
| Quantitative Investment Management, LLC | 3,648 | $477.0K | 0.04% | −779−17.6% | Reduced |
| Inceptionr LLC | 3,606 | $471.6K | 0.14% | −371−9.3% | Reduced |
| Wedmont Private Capital | 4,031 | $467.4K | 0.02% | +284+7.6% | Added |
| Siemens Fonds Invest GmbH | 3,564 | $466.1K | 0.03% | +259+7.8% | Added |
| Prudent Man Advisors, LLC | 3,560 | $465.6K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,559 | $465.4K | 0.01% | +1,609+82.5% | Added |
| Waterfront Wealth Inc. | 3,475 | $454.5K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,474 | $454.3K | 0.00% | −379−9.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,462 | $452.8K | 0.02% | +114+3.4% | Added |
| Checchi Capital Advisers, LLC | 3,457 | $452.1K | 0.03% | +1,015+41.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 3,455 | $451.8K | 0.16% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 3,444 | $450.4K | 0.06% | −838−19.6% | Reduced |
| Cresset Asset Management, LLC | 3,422 | $447.5K | 0.00% | +187+5.8% | Added |
| Sagespring Wealth Partners, LLC | 3,393 | $443.7K | 0.01% | +930+37.8% | Added |
| United Community Bank | 3,391 | $443.5K | 0.17% | −78−2.2% | Reduced |
| WCM Investment Management, LLC | 3,387 | $438.5K | 0.00% | +1,237+57.5% | Added |
| AXA S.A. | 3,325 | $434.8K | 0.00% | +3,325 | New |
| Clarius Group, LLC | 3,316 | $433.7K | 0.03% | −32−1.0% | Reduced |
| EP Wealth Advisors, LLC | 3,293 | $430.6K | 0.00% | +295+9.8% | Added |
| Gamco Investors, Inc. Et Al | 3,278 | $428.7K | 0.00% | +41+1.3% | Added |
| Logan Capital Management Inc | 3,274 | $428.2K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,254 | $425.6K | 0.00% | +610+23.1% | Added |
| Proficio Capital Partners LLC | 3,253 | $425.4K | 0.03% | +168+5.4% | Added |
| BSW Wealth Partners | 3,217 | $420.7K | 0.06% | +21+0.7% | Added |
| Walleye Capital LLC | 3,167 | $414.2K | 0.00% | +1,800+131.7% | Added |
| Gladstone Institutional Advisory LLC | 3,144 | $411.2K | 0.02% | +3,144 | New |
| Callan Family Office, LLC | 3,132 | $409.6K | 0.03% | +177+6.0% | Added |
| Cigna Investments Inc | 3,104 | $406.0K | 0.08% | −41−1.3% | Reduced |
| Buckingham Strategic Partners | 3,091 | $404.3K | 0.01% | +3,091 | New |
| Transcend Wealth Collective, LLC | 3,089 | $404.0K | 0.03% | −1,191−27.8% | Reduced |
| Commerzbank Aktiengesellschaft | 3,079 | $403.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,070 | $401.5K | 0.36% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,048 | $398.6K | 0.00% | −295−8.8% | Reduced |
| First Citizens Bank & Trust Co | 3,027 | $395.9K | 0.01% | −28,405−90.4% | Reduced |
| Integrated Investment Consultants, LLC | 3,007 | $393.3K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,000 | $392.3K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 2,981 | $389.9K | 0.01% | +341+12.9% | Added |
| Baker Tilly Wealth Management, LLC | 2,973 | $388.8K | 0.15% | +216+7.8% | Added |
| Venturi Wealth Management, LLC | 2,946 | $385.3K | 0.02% | +152+5.4% | Added |
| Ameritas Investment Partners, Inc. | 2,928 | $382.9K | 0.01% | −115−3.8% | Reduced |
| Beck Mack & Oliver LLC | 2,926 | $382.7K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,908 | $380.3K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,123 | $380.2K | 0.02% | −136−4.2% | Reduced |
| Citizens Financial Group Inc | 2,902 | $379.5K | 0.01% | −425−12.8% | Reduced |
| Renaissance Group LLC | 2,897 | $378.9K | 0.02% | −101−3.4% | Reduced |
| Capital CS Group, LLC | 2,873 | $375.7K | 0.64% | +2,873 | New |
| Diversified Trust Co | 2,866 | $374.8K | 0.01% | −6−0.2% | Reduced |
| Burney Co | 2,858 | $373.7K | 0.01% | −12,289−81.1% | Reduced |
| Affinity Investment Advisors, LLC | 2,836 | $370.9K | 0.30% | +2,836 | New |
| SageView Advisory Group, LLC | 2,835 | $370.8K | 0.02% | +2,835 | New |
| Covenant Partners, LLC | 2,825 | $369.5K | 0.12% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,819 | $368.7K | 0.07% | +2,819 | New |
| Umb Bank N A | 2,813 | $367.9K | 0.01% | −648−18.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,797 | $365.5K | 0.02% | 00.0% | Unchanged |
| BCO Wealth Management LLC | 2,785 | $364.2K | 0.29% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,772 | $362.5K | 0.06% | −14−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,742 | $358.6K | 0.02% | +35+1.3% | Added |
| Freestone Capital Holdings, LLC | 2,723 | $356.1K | 0.01% | −858−24.0% | Reduced |
| Wolf Group Capital Advisors | 2,722 | $356.0K | 0.12% | +2,722 | New |
| Bridgewater Advisors Inc. | 2,913 | $354.7K | 0.03% | +2,913 | New |
| Yorktown Management & Research Co Inc | 2,700 | $353.1K | 0.38% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,693 | $352.2K | 0.01% | −2,735−50.4% | Reduced |
| denkapparat Operations GmbH | 2,652 | $346.8K | 0.37% | +2,652 | New |
| Heritage Wealth Advisors | 2,637 | $344.9K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,596 | $340.0K | 0.01% | −392−13.1% | Reduced |
| Smith, Salley & Associates | 2,598 | $339.8K | 0.02% | +942+56.9% | Added |
| MBB Public Markets I LLC | 2,590 | $338.7K | 0.04% | +2,590 | New |
| Accuvest Global Advisors | 2,581 | $338.0K | 0.29% | +2,581 | New |
| Sherbrooke Park Advisers LLC | 2,581 | $337.5K | 0.16% | −1,428−35.6% | Reduced |
| Lindbrook Capital, LLC | 2,566 | $335.6K | 0.03% | +792+44.6% | Added |
| Skopos Labs, Inc. | 2,565 | $335.5K | 0.07% | +1,151+81.4% | Added |
| ICONIQ Capital, LLC | 2,519 | $329.4K | 0.01% | +474+23.2% | Added |
| Ellerson Group Inc | 2,515 | $328.9K | 0.26% | −275−9.9% | Reduced |
| Stevens Capital Management LP | 2,510 | $328.0K | 0.08% | −4,666−65.0% | Reduced |
| First United Bank Trust | 2,481 | $324.5K | 0.12% | +2,481 | New |
| Schechter Investment Advisors, LLC | 2,475 | $323.7K | 0.03% | −438−15.0% | Reduced |
| GHP Investment Advisors, Inc. | 2,456 | $321.2K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 2,433 | $318.2K | 0.00% | +2,433 | New |
| Perigon Wealth Management, LLC | 2,409 | $315.1K | 0.01% | −150−5.9% | Reduced |
| Family Firm, Inc. | 2,402 | $314.1K | 0.07% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,372 | $310.2K | 0.04% | +53+2.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $309.4K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,311 | $302.2K | 0.10% | −32−1.4% | Reduced |
| Evernest Financial Advisors, LLC | 2,291 | $299.6K | 0.11% | −312−12.0% | Reduced |
| Diametric Capital, LP | 2,288 | $299.2K | 0.36% | +2,288 | New |
| ProVise Management Group, LLC | 2,286 | $299.0K | 0.03% | −330−12.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,275 | $297.5K | 0.00% | −176−7.2% | Reduced |
| Trustmark National Bank Trust Department | 2,273 | $297.3K | 0.02% | +238+11.7% | Added |
| Cooper Financial Group | 2,270 | $296.9K | 0.04% | +152+7.2% | Added |
| Old National Bancorp | 2,270 | $296.9K | 0.01% | +516+29.4% | Added |