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 4 季 13F 持有人
Carlyle Group Inc. 在 2021/12/31 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
- 461
- 較 2021 年第 3 季 +72 家
- 持有股數
- 1.78 億
- 較 2021 年第 3 季 +907.3 萬 (+5.4%)
- 總市值
- $98.0 億
- 較 2021 年第 3 季 +$17.9 億 (+22.4%)
- 新進機構
- 103
- 另有 159 家加碼
- 清倉機構
- 31
- 另有 128 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 28,440 | $156.1 萬 | 0.62% | +28,440 | 新進 |
| British Columbia Investment Management Corp | 28,051 | $154.0 萬 | 0.01% | −1,402−4.8% | 減碼 |
| Banque Pictet & Cie SA | 28,000 | $153.7 萬 | 0.01% | +3,000+12.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,687 | $152.0 萬 | 0.01% | −42,737−60.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,085 | $148.7 萬 | 0.02% | −2,900−9.7% | 減碼 |
| APG Asset Management N.V. | 30,500 | $147.2 萬 | 0.00% | +30,500 | 新進 |
| NN Investment Partners Holdings N.V. | 26,600 | $146.1 萬 | 0.01% | +2,700+11.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 26,181 | $143.6 萬 | 0.00% | −10.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,514 | $140.1 萬 | 0.00% | −641,784−96.2% | 減碼 |
| American National Registered Investment Advisor, Inc. | 25,247 | $138.6 萬 | 0.46% | −30.0% | 減碼 |
| Paloma Partners Management Co | 25,159 | $138.1 萬 | 0.04% | +9,376+59.4% | 加碼 |
| Unigestion Holding SA | 24,886 | $136.6 萬 | 0.06% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 24,772 | $136.0 萬 | 0.66% | −1,102−4.3% | 減碼 |
| State of Alaska, Department of Revenue | 24,391 | $133.9 萬 | 0.01% | +24,391 | 新進 |
| Fred Alger Management, LLC | 24,228 | $133.0 萬 | 0.00% | −1,618−6.3% | 減碼 |
| Truist Financial Corp | 24,156 | $132.6 萬 | 0.00% | −358−1.5% | 減碼 |
| Jeereddi Investments, LP | 23,858 | $131.0 萬 | 1.30% | −1,888−7.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,735 | $130.3 萬 | 0.00% | +7,369+45.0% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 23,719 | $130.2 萬 | 0.05% | −300−1.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,698 | $130.1 萬 | 0.02% | 00.0% | 不變 |
| Ci Investments Inc. | 23,621 | $129.7 萬 | 0.00% | +8,037+51.6% | 加碼 |
| Voya Investment Management LLC | 23,206 | $127.4 萬 | 0.00% | −2,560−9.9% | 減碼 |
| HighTower Advisors, LLC | 22,927 | $125.9 萬 | 0.00% | +2,936+14.7% | 加碼 |
| National Asset Management, Inc. | 22,503 | $123.6 萬 | 0.04% | +305+1.4% | 加碼 |
| Snowden Capital Advisors LLC | 22,248 | $122.1 萬 | 0.06% | +929+4.4% | 加碼 |
| Gofen & Glossberg LLC | 21,150 | $116.1 萬 | 0.03% | +21,150 | 新進 |
| Chapman Investment Management, LLC | 20,200 | $110.9 萬 | 0.51% | 00.0% | 不變 |
| MD Financial Management Inc. | 20,136 | $110.5 萬 | 0.03% | −2,697−11.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $110.3 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 20,055 | $110.1 萬 | 0.00% | −1,191−5.6% | 減碼 |
| Garrison Bradford & Associates Inc | 19,978 | $109.7 萬 | 0.98% | +1,650+9.0% | 加碼 |
| Blair William & Co | 19,667 | $108.0 萬 | 0.00% | +224+1.2% | 加碼 |
| Pearl River Capital, LLC | 19,612 | $107.7 萬 | 0.29% | −25,937−56.9% | 減碼 |
| Guinness Asset Management LTD | 19,100 | $104.9 萬 | 0.04% | +4,000+26.5% | 加碼 |
| Independent Solutions Wealth Management, LLC | 18,698 | $102.7 萬 | 0.24% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 18,471 | $101.4 萬 | 0.02% | +878+5.0% | 加碼 |
| Seeyond | 18,385 | $100.9 萬 | 0.09% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 18,200 | $99.9 萬 | 0.19% | 00.0% | 不變 |
| Nissay Asset Management Corp | 18,135 | $99.6 萬 | 0.01% | −188−1.0% | 減碼 |
| Qtron Investments LLC | 17,913 | $98.3 萬 | 0.22% | +4,150+30.2% | 加碼 |
| North Star Investment Management Corp. | 17,500 | $96.1 萬 | 0.07% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 17,029 | $93.5 萬 | 0.03% | +5,296+45.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 16,803 | $92.2 萬 | 0.04% | +187+1.1% | 加碼 |
| Leavell Investment Management, Inc. | 16,750 | $92.0 萬 | 0.06% | +16,750 | 新進 |
| Achmea Investment Management B.V. | 16,653 | $91.4 萬 | 0.04% | +16,194+3,528.1% | 加碼 |
| Storebrand Asset Management AS | 16,646 | $91.4 萬 | 0.00% | 00.0% | 不變 |
| Carret Asset Management, LLC | 16,300 | $89.5 萬 | 0.10% | 00.0% | 不變 |
| Stonnington Group, LLC | 17,000 | $88.7 萬 | 0.19% | −9,650−36.2% | 減碼 |
| LGT Group Foundation | 16,005 | $87.9 萬 | 0.02% | +16,005 | 新進 |
| First Manhattan Co | 15,950 | $87.5 萬 | 0.00% | +12,550+369.1% | 加碼 |
| Baldwin Brothers Inc | 15,900 | $87.3 萬 | 0.09% | 00.0% | 不變 |
| Simplex Trading, LLC | 15,809 | $86.7 萬 | 0.03% | +15,809 | 新進 |
| AdvisorNet Financial, Inc | 15,767 | $86.6 萬 | 0.05% | −1,372−8.0% | 減碼 |
| Swedbank AB | 15,784 | $85.8 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 15,500 | $85.0 萬 | 0.03% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 15,461 | $84.9 萬 | 0.57% | +15,461 | 新進 |
| Private Advisory Group LLC | 15,335 | $84.2 萬 | 0.17% | +15,335 | 新進 |
| Cresset Asset Management, LLC | 15,225 | $83.6 萬 | 0.01% | +410+2.8% | 加碼 |
| CIBC Asset Management Inc | 15,201 | $83.5 萬 | 0.00% | +884+6.2% | 加碼 |
| Carson Advisory Inc. | 15,200 | $83.4 萬 | 0.85% | +15,200 | 新進 |
| Ashton Thomas Private Wealth, LLC | 15,132 | $83.1 萬 | 0.08% | +15,132 | 新進 |
| Equitable Holdings, Inc. | 15,120 | $83.0 萬 | 0.01% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 14,952 | $82.0 萬 | 0.09% | +14,952 | 新進 |
| Colony Group LLC | 14,787 | $81.2 萬 | 0.01% | 00.0% | 不變 |
| Principal Financial Group Inc | 14,800 | $81.2 萬 | 0.00% | +2,136+16.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 14,796 | $79.2 萬 | 0.00% | +3,522+31.2% | 加碼 |
| Principal Street Partners, LLC | 14,201 | $78.0 萬 | 0.19% | +14,201 | 新進 |
| Old Mission Capital LLC | 14,112 | $77.5 萬 | 0.04% | +14,112 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 14,010 | $76.9 萬 | 0.00% | −13,691−49.4% | 減碼 |
| New York State Teachers Retirement System | 14,000 | $76.9 萬 | 0.00% | +200+1.4% | 加碼 |
| Westpac Banking Corp | 13,824 | $75.9 萬 | 0.01% | 00.0% | 不變 |
| Tranquility Partners, LLC | 13,573 | $74.5 萬 | 0.34% | +56+0.4% | 加碼 |
| SG Americas Securities, LLC | 13,109 | $72.0 萬 | 0.00% | −1,456−10.0% | 減碼 |
| McGowan Group Asset Management, Inc. | 12,934 | $71.0 萬 | 0.12% | +9+0.1% | 加碼 |
| TD Asset Management Inc | 12,886 | $70.7 萬 | 0.00% | −2,501−16.3% | 減碼 |
| Affinity Wealth Management LLC | 13,780 | $70.1 萬 | 0.14% | +6,562+90.9% | 加碼 |
| Braun-Bostich & Associates Inc. | 13,780 | $70.1 萬 | 0.17% | +13,780 | 新進 |
| Prudential Financial Inc | 12,696 | $69.7 萬 | 0.00% | −190−1.5% | 減碼 |
| Illinois Municipal Retirement Fund | 12,701 | $69.7 萬 | 0.02% | 00.0% | 不變 |
| Cutler Group LP | 12,703 | $69.7 萬 | 0.05% | +8,136+178.1% | 加碼 |
| Ossiam | 12,684 | $69.6 萬 | 0.02% | +608+5.0% | 加碼 |
| Maryland State Retirement & Pension System | 12,365 | $67.9 萬 | 0.02% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,961 | $65.7 萬 | 0.00% | +76+0.6% | 加碼 |
| Mirador Capital Partners LP | 11,952 | $65.6 萬 | 0.14% | +1,596+15.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 11,867 | $65.1 萬 | 0.02% | +1,673+16.4% | 加碼 |
| Wolverine Trading, LLC | 11,267 | $61.2 萬 | 0.01% | +2,936+35.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 11,111 | $61.0 萬 | 0.07% | −5,114−31.5% | 減碼 |
| Virginia Retirement Systems Et Al | 11,100 | $60.9 萬 | 0.01% | +11,100 | 新進 |
| Redpoint Investment Management Pty Ltd | 11,031 | $60.6 萬 | 0.05% | +11,031 | 新進 |
| Weik Capital Management | 10,950 | $60.1 萬 | 0.23% | −200−1.8% | 減碼 |
| Bellwether Advisors, LLC | 10,851 | $59.5 萬 | 0.19% | +10,851 | 新進 |
| McDonald Partners LLC | 10,600 | $58.2 萬 | 0.54% | +10,600 | 新進 |
| Absolute Capital Management, LLC | 10,600 | $58.2 萬 | 0.54% | +10,600 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $57.9 萬 | 0.01% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 10,545 | $57.9 萬 | 0.08% | +1,415+15.5% | 加碼 |
| Arete Wealth Advisors, LLC | 10,551 | $57.5 萬 | 0.05% | −2,407−18.6% | 減碼 |
| M&T Bank Corp | 10,344 | $56.8 萬 | 0.00% | −192−1.8% | 減碼 |
| Insight Advisors, LLC | 10,258 | $56.3 萬 | 0.17% | +12+0.1% | 加碼 |
| AE Wealth Management LLC | 10,217 | $56.1 萬 | 0.00% | −844−7.6% | 減碼 |
| Roosevelt Investment Group LLC | 10,000 | $54.9 萬 | 0.03% | +10,000 | 新進 |