Carlyle Group Inc.
CG- 交易所
- Nasdaq
- 產業
- Investment Advice
- SEC CIK
- 0001527166
近 90 天，Carlyle Group Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 588 家機構在 13F 申報持有，市值合計 $92.7 億；Oakmark（Harris Associates）、馬克爾集團等 3 位大師持有。
其他股別CGABL
2021 年第 2 季 13F 持有人
Carlyle Group Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 344
- 較 2021 年第 1 季 +31 家
- 持有股數
- 1.41 億
- 較 2021 年第 1 季 +1,274 萬 (+10.0%)
- 總市值
- $65.4 億
- 較 2021 年第 1 季 +$18.4 億 (+39.0%)
- 新進機構
- 55
- 另有 134 家加碼
- 清倉機構
- 24
- 另有 91 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 588 | $92.7 億 |
| 2026 年第 1 季 | 604 | $106.0 億 |
| 2025 年第 4 季 | 627 | $135.4 億 |
| 2025 年第 3 季 | 638 | $142.7 億 |
| 2025 年第 2 季 | 573 | $118.2 億 |
| 2025 年第 1 季 | 527 | $98.5 億 |
| 2024 年第 4 季 | 565 | $108.9 億 |
| 2024 年第 3 季 | 525 | $90.9 億 |
| 2024 年第 2 季 | 516 | $84.3 億 |
| 2024 年第 1 季 | 518 | $98.1 億 |
| 2023 年第 4 季 | 471 | $86.7 億 |
| 2023 年第 3 季 | 413 | $62.2 億 |
| 2023 年第 2 季 | 396 | $65.9 億 |
| 2023 年第 1 季 | 428 | $61.9 億 |
| 2022 年第 4 季 | 429 | $59.8 億 |
| 2022 年第 3 季 | 416 | $50.3 億 |
| 2022 年第 2 季 | 441 | $60.4 億 |
| 2022 年第 1 季 | 482 | $92.2 億 |
| 2021 年第 4 季 | 461 | $98.0 億 |
| 2021 年第 3 季 | 394 | $80.9 億 |
| 2021 年第 2 季 | 344 | $65.4 億 |
| 2021 年第 1 季 | 315 | $47.1 億 |
2021 年第 2 季持有機構
每家機構持有 Carlyle Group Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 7,560 | $35.1 萬 | 0.15% | +7,560 | 新進 |
| Sterneck Capital Management, LLC | 7,707 | $36.2 萬 | 0.22% | −500−6.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 7,799 | $36.2 萬 | 0.00% | +555+7.7% | 加碼 |
| Bridgefront Capital, LLC | 7,784 | $36.2 萬 | 0.14% | +7,784 | 新進 |
| Fiduciary Group LLC | 7,700 | $37.2 萬 | 0.04% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 8,250 | $38.3 萬 | 0.02% | −1,600−16.2% | 減碼 |
| Standard Life Aberdeen plc | 8,276 | $38.5 萬 | 0.00% | +1,800+27.8% | 加碼 |
| Boston Private Wealth LLC | 8,354 | $38.9 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 8,469 | $39.4 萬 | 0.02% | +8,469 | 新進 |
| Jane Street Group, LLC | 8,929 | $41.5 萬 | 0.00% | +3,202+55.9% | 加碼 |
| Gotham Asset Management, LLC | 8,976 | $41.7 萬 | 0.02% | +1,267+16.4% | 加碼 |
| Nordea Investment Management AB | 9,299 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| E&G Advisors, LP | 0 | $43.7 萬 | 0.12% | −9,400−100.0% | 減碼 |
| Sunbelt Securities, Inc. | 10,000 | $44.9 萬 | 0.08% | 00.0% | 不變 |
| Centiva Capital, LP | 9,902 | $46.0 萬 | 0.04% | +9,902 | 新進 |
| Raymond James Trust N.A. | 9,987 | $46.4 萬 | 0.02% | −220−2.2% | 減碼 |
| ProShare Advisors LLC | 9,982 | $46.4 萬 | 0.00% | +319+3.3% | 加碼 |
| Mirador Capital Partners LP | 9,998 | $46.5 萬 | 0.11% | +9,998 | 新進 |
| Elo Mutual Pension Insurance Co | 10,194 | $47.4 萬 | 0.02% | 00.0% | 不變 |
| Winton Group Ltd | 10,357 | $48.1 萬 | 0.03% | +10,357 | 新進 |
| M&T Bank Corp | 10,373 | $48.2 萬 | 0.00% | +553+5.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,596 | $49.2 萬 | 0.01% | +851+8.7% | 加碼 |
| XTX Topco Ltd | 10,587 | $49.2 萬 | 0.17% | +2,301+27.8% | 加碼 |
| FORA Capital, LLC | 10,785 | $50.1 萬 | 0.09% | +5,928+122.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 10,993 | $50.6 萬 | 0.00% | +2,078+23.3% | 加碼 |
| Regentatlantic Capital LLC | 11,057 | $51.4 萬 | 0.02% | −703−6.0% | 減碼 |
| Weik Capital Management | 11,150 | $51.8 萬 | 0.20% | +11,150 | 新進 |
| Arete Wealth Advisors, LLC | 13,849 | $53.9 萬 | 0.08% | −3,275−19.1% | 減碼 |
| Maryland State Retirement & Pension System | 11,408 | $54.1 萬 | 0.02% | +2,008+21.4% | 加碼 |
| Tranquility Partners, LLC | 11,766 | $54.7 萬 | 0.31% | −2,254−16.1% | 減碼 |
| JustInvest LLC | 12,230 | $56.8 萬 | 0.06% | +12,230 | 新進 |
| AE Wealth Management LLC | 12,249 | $56.9 萬 | 0.00% | +15+0.1% | 加碼 |
| McGowan Group Asset Management, Inc. | 12,433 | $57.8 萬 | 0.09% | +26+0.2% | 加碼 |
| San Francisco Sentry Investment Group (Ca) | 12,465 | $57.9 萬 | 0.30% | +5,475+78.3% | 加碼 |
| CIBC Asset Management Inc | 13,153 | $61.1 萬 | 0.00% | +7+0.1% | 加碼 |
| Principal Financial Group Inc | 13,145 | $61.1 萬 | 0.00% | +4,506+52.2% | 加碼 |
| Forsta Ap-Fonden | 13,700 | $63.7 萬 | 0.01% | +13,700 | 新進 |
| Snowden Capital Advisors LLC | 13,813 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Westpac Banking Corp | 13,824 | $64.3 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 13,982 | $65.0 萬 | 0.00% | +6,700+92.0% | 加碼 |
| Versor Investments LP | 14,000 | $65.1 萬 | 0.02% | +14,000 | 新進 |
| Storebrand Asset Management AS | 14,278 | $66.4 萬 | 0.00% | +1,067+8.1% | 加碼 |
| KBC Group NV | 14,339 | $66.6 萬 | 0.00% | 00.0% | 不變 |
| Colony Group LLC | 14,787 | $68.7 萬 | 0.01% | +2,958+25.0% | 加碼 |
| Cresset Asset Management, LLC | 14,803 | $68.8 萬 | 0.01% | +14,803 | 新進 |
| Ossiam | 13,779 | $69.5 萬 | 0.02% | +13,779 | 新進 |
| Baldwin Brothers Inc | 15,900 | $73.9 萬 | 0.08% | 00.0% | 不變 |
| Carret Asset Management, LLC | 16,300 | $75.8 萬 | 0.09% | −300−1.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 16,591 | $77.1 萬 | 0.05% | −179−1.1% | 減碼 |
| TD Asset Management Inc | 15,287 | $77.2 萬 | 0.00% | +3,862+33.8% | 加碼 |
| Spouting Rock Asset Management, LLC | 17,158 | $79.8 萬 | 0.24% | −4,059−19.1% | 減碼 |
| Independent Solutions Wealth Management, LLC | 17,308 | $80.4 萬 | 0.20% | +8,091+87.8% | 加碼 |
| AdvisorNet Financial, Inc | 17,415 | $80.9 萬 | 0.05% | −868−4.7% | 減碼 |
| North Star Investment Management Corp. | 17,500 | $81.3 萬 | 0.06% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 17,593 | $81.8 萬 | 0.02% | 00.0% | 不變 |
| Old Mission Capital LLC | 17,838 | $82.9 萬 | 0.03% | +17,838 | 新進 |
| Nissay Asset Management Corp | 17,878 | $83.1 萬 | 0.01% | +844+5.0% | 加碼 |
| Susquehanna International Group, LLP | 18,086 | $84.1 萬 | 0.00% | −2,997−14.2% | 減碼 |
| Ameriprise Financial Inc | 18,152 | $84.3 萬 | 0.00% | +1,816+11.1% | 加碼 |
| Dividend Assets Capital, LLC | 18,200 | $84.6 萬 | 0.17% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 18,328 | $85.2 萬 | 0.89% | 00.0% | 不變 |
| Seeyond | 18,572 | $86.3 萬 | 0.08% | +84+0.5% | 加碼 |
| Envestnet Asset Management Inc | 18,795 | $87.4 萬 | 0.00% | +11,725+165.8% | 加碼 |
| MD Financial Management Inc. | 18,887 | $87.8 萬 | 0.03% | +18,887 | 新進 |
| Equitable Holdings, Inc. | 19,060 | $88.6 萬 | 0.02% | +300+1.6% | 加碼 |
| Cannon Global Investment Management, LLC | 19,200 | $89.2 萬 | 1.98% | +19,200 | 新進 |
| HighTower Advisors, LLC | 19,315 | $89.9 萬 | 0.00% | +770+4.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $93.4 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 21,544 | $96.1 萬 | 0.03% | −1,657−7.1% | 減碼 |
| Bramshill Investments, LLC | 22,479 | $104.5 萬 | 0.08% | +7,152+46.7% | 加碼 |
| Toronto Dominion Bank | 22,844 | $106.2 萬 | 0.00% | +3,751+19.6% | 加碼 |
| Cipher Capital LP | 23,671 | $110.0 萬 | 0.61% | +23,671 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 24,019 | $111.6 萬 | 0.04% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 24,600 | $114.3 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 24,918 | $115.8 萬 | 0.00% | −3,956−13.7% | 減碼 |
| Banque Pictet & Cie SA | 25,000 | $116.2 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 25,015 | $116.2 萬 | 0.01% | +25,015 | 新進 |
| Unigestion Holding SA | 24,886 | $116.5 萬 | 0.04% | −2,853−10.3% | 減碼 |
| American National Registered Investment Advisor, Inc. | 25,323 | $117.7 萬 | 0.42% | −194−0.8% | 減碼 |
| Jeereddi Investments, LP | 25,746 | $119.7 萬 | 1.01% | −10,781−29.5% | 減碼 |
| Voya Investment Management LLC | 25,878 | $120.3 萬 | 0.00% | +6,906+36.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 26,165 | $121.6 萬 | 0.00% | +324+1.3% | 加碼 |
| Jeppson Wealth Management, LLC | 26,364 | $122.5 萬 | 0.67% | −1,739−6.2% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 26,529 | $123.3 萬 | 0.11% | +26,529 | 新進 |
| Stonnington Group, LLC | 26,450 | $124.6 萬 | 0.28% | −5,000−15.9% | 減碼 |
| Donoghue Forlines LLC | 26,971 | $125.4 萬 | 0.23% | +26,971 | 新進 |
| NN Investment Partners Holdings N.V. | 27,100 | $126.0 萬 | 0.01% | +27,100 | 新進 |
| Oregon Public Employees Retirement Fund | 27,810 | $129.3 萬 | 0.01% | +27,810 | 新進 |
| Emfo, LLC | 28,625 | $133.0 萬 | 1.16% | +28,625 | 新進 |
| Seven Eight Capital, LP | 29,389 | $136.6 萬 | 0.19% | +10,989+59.7% | 加碼 |
| British Columbia Investment Management Corp | 29,453 | $136.9 萬 | 0.01% | +6,359+27.5% | 加碼 |
| Gsa Capital Partners LLP | 29,672 | $137.9 萬 | 0.16% | +29,672 | 新進 |
| Parametric Portfolio Associates LLC | 29,713 | $138.1 萬 | 0.00% | +13,548+83.8% | 加碼 |
| AMP Capital Investors Ltd | 30,232 | $140.6 萬 | 0.01% | −1,356−4.3% | 減碼 |
| Utah Retirement Systems | 30,900 | $143.6 萬 | 0.02% | +8,300+36.7% | 加碼 |
| Amalgamated Bank | 31,012 | $144.1 萬 | 0.01% | +16,523+114.0% | 加碼 |
| Nomura Asset Management Co Ltd | 31,100 | $144.6 萬 | 0.01% | +7,000+29.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 31,928 | $148.4 萬 | 0.03% | +707+2.3% | 加碼 |
| Advisor Group Holdings, Inc. | 34,397 | $159.9 萬 | 0.00% | +915+2.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 34,922 | $162.4 萬 | 0.00% | +14,834+73.8% | 加碼 |