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 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 9,827 | $53.9 萬 | 0.02% | +45+0.5% | 加碼 |
| Sunbelt Securities, Inc. | 10,547 | $52.2 萬 | 0.08% | +547+5.5% | 加碼 |
| Bramshill Investments, LLC | 9,422 | $51.7 萬 | 0.05% | −13,057−58.1% | 減碼 |
| E&G Advisors, LP | 9,400 | $51.6 萬 | 0.13% | 00.0% | 不變 |
| Nordea Investment Management AB | 9,299 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| Oak Thistle LLC | 9,080 | $49.8 萬 | 0.39% | +9,080 | 新進 |
| Raymond James Trust N.A. | 8,998 | $49.4 萬 | 0.01% | −532−5.6% | 減碼 |
| Twin Tree Management, LP | 8,669 | $47.6 萬 | 0.01% | +7,793+889.6% | 加碼 |
| Ethic Inc. | 8,495 | $46.6 萬 | 0.04% | +8,495 | 新進 |
| JustInvest LLC | 8,189 | $45.0 萬 | 0.03% | +2,723+49.8% | 加碼 |
| Fiduciary Group LLC | 8,100 | $44.5 萬 | 0.05% | +100+1.3% | 加碼 |
| Apollon Wealth Management, LLC | 7,861 | $43.2 萬 | 0.03% | +3,553+82.5% | 加碼 |
| NewEdge Wealth, LLC | 7,869 | $43.2 萬 | 0.02% | +7,869 | 新進 |
| Thoroughbred Financial Services, LLC | 7,858 | $43.1 萬 | 0.09% | +17+0.2% | 加碼 |
| Mercer Global Advisors Inc | 7,757 | $42.6 萬 | 0.00% | +1,393+21.9% | 加碼 |
| Standard Life Aberdeen plc | 7,711 | $42.3 萬 | 0.00% | −782−9.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 7,720 | $42.3 萬 | 0.02% | −530−6.4% | 減碼 |
| Van Eck Associates Corp | 7,591 | $41.7 萬 | 0.00% | +7,591 | 新進 |
| Daiwa Securities Group Inc. | 7,576 | $41.6 萬 | 0.00% | +400+5.6% | 加碼 |
| Kovack Advisors, Inc. | 7,504 | $41.2 萬 | 0.04% | −18−0.2% | 減碼 |
| Sterneck Capital Management, LLC | 7,500 | $41.2 萬 | 0.24% | 00.0% | 不變 |
| Creative Planning | 7,319 | $40.2 萬 | 0.00% | −936−11.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 7,255 | $39.8 萬 | 0.00% | +343+5.0% | 加碼 |
| USA Financial Portformulas Corp | 7,227 | $39.7 萬 | 0.34% | −2,120−22.7% | 減碼 |
| Principle Wealth Partners LLC | 7,200 | $39.5 萬 | 0.04% | 00.0% | 不變 |
| Mission Wealth Management, LP | 7,176 | $39.4 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 7,109 | $39.0 萬 | 0.01% | +1,172+19.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 7,085 | $38.9 萬 | 0.00% | −100−1.4% | 減碼 |
| Keebeck Wealth Management, LLC | 7,057 | $38.7 萬 | 0.07% | 00.0% | 不變 |
| Dakota Wealth Management | 7,000 | $38.4 萬 | 0.04% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 6,933 | $38.1 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 6,923 | $38.0 萬 | 0.00% | −1,812,296−99.6% | 減碼 |
| Zhang Financial LLC | 6,911 | $37.9 萬 | 0.07% | +6,911 | 新進 |
| Vontobel Holding Ltd. | 6,769 | $37.2 萬 | 0.00% | +2,520+59.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 6,720 | $36.9 萬 | 0.05% | −940−12.3% | 減碼 |
| Integrated Wealth Concepts LLC | 6,588 | $36.2 萬 | 0.01% | +255+4.0% | 加碼 |
| Fort Sheridan Advisors LLC | 6,500 | $35.7 萬 | 0.10% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 6,391 | $35.1 萬 | 0.00% | −525−7.6% | 減碼 |
| Twinbeech Capital LP | 6,287 | $34.5 萬 | 0.02% | −4,416−41.3% | 減碼 |
| Umb Bank N A | 6,244 | $34.3 萬 | 0.00% | +6,244 | 新進 |
| Moors & Cabot, Inc. | 6,153 | $33.8 萬 | 0.02% | +300+5.1% | 加碼 |
| Spirit of America Management Corp | 6,050 | $33.2 萬 | 0.07% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,000 | $32.9 萬 | 0.03% | +938+18.5% | 加碼 |
| Great Point Wealth Advisors, LLC | 6,000 | $32.9 萬 | 0.10% | +6,000 | 新進 |
| BigSur Wealth Management LLC | 5,822 | $32.0 萬 | 0.13% | 00.0% | 不變 |
| Visionary Wealth Advisors | 5,815 | $31.9 萬 | 0.03% | −200−3.3% | 減碼 |
| Walleye Capital LLC | 5,798 | $31.8 萬 | 0.01% | +820+16.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,700 | $31.3 萬 | 0.12% | 00.0% | 不變 |
| Magnus Financial Group LLC | 5,683 | $31.2 萬 | 0.06% | +785+16.0% | 加碼 |
| Lincoln National Corp | 5,645 | $31.0 萬 | 0.01% | −476−7.8% | 減碼 |
| Parcion Private Wealth LLC | 6,000 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 5,580 | $30.6 萬 | 0.18% | +5,580 | 新進 |
| Kestra Advisory Services, LLC | 5,538 | $30.4 萬 | 0.00% | +18+0.3% | 加碼 |
| Quantamental Technologies LLC | 5,418 | $29.7 萬 | 0.15% | +5,418 | 新進 |
| Diversified Trust Co | 5,341 | $29.3 萬 | 0.01% | −886−14.2% | 減碼 |
| Magnetar Financial LLC | 5,260 | $28.9 萬 | 0.00% | −3,512−40.0% | 減碼 |
| Harbor Investment Advisory, LLC | 5,200 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 5,144 | $28.2 萬 | 0.10% | +5,144 | 新進 |
| Pinebridge Investments, L.P. | 5,091 | $27.9 萬 | 0.00% | +5,091 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 5,053 | $27.7 萬 | 0.02% | +5,053 | 新進 |
| NEXT Financial Group, Inc | 5,017 | $27.5 萬 | 0.02% | −1,793−26.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 5,000 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Northeast Investment Management | 5,000 | $27.4 萬 | 0.01% | +5,000 | 新進 |
| Greenwich Investment Management, Inc. | 4,972 | $27.3 萬 | 0.19% | +4,972 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 4,916 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 4,919 | $27.0 萬 | 0.07% | +40+0.8% | 加碼 |
| Matrix Private Capital Group LLC | 4,900 | $26.9 萬 | 0.13% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 4,954 | $26.9 萬 | 0.00% | +4,954 | 新進 |
| Macquarie Group Ltd | 4,777 | $26.2 萬 | 0.00% | −689−12.6% | 減碼 |
| Meristem Family Wealth, LLC | 4,722 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 4,717 | $25.9 萬 | 0.14% | +4,717 | 新進 |
| Denali Advisors LLC | 4,600 | $25.3 萬 | 0.09% | +4,600 | 新進 |
| Spire Wealth Management | 4,567 | $25.1 萬 | 0.01% | +1,506+49.2% | 加碼 |
| Boothbay Fund Management, LLC | 4,552 | $25.0 萬 | 0.01% | +4,552 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 4,521 | $24.9 萬 | 0.02% | +4,521 | 新進 |
| International Assets Investment Management, LLC | 4,368 | $24.0 萬 | 0.04% | +4,368 | 新進 |
| Redmont Wealth Advisors LLC | 4,260 | $23.4 萬 | 0.26% | +4,260 | 新進 |
| Pictet & Cie (Europe) SA | 4,250 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| Aviva PLC | 4,185 | $23.0 萬 | 0.00% | +4,185 | 新進 |
| Ibex Wealth Advisors | 4,105 | $22.5 萬 | 0.04% | −106−2.5% | 減碼 |
| Capital Investment Advisors, LLC | 4,100 | $22.5 萬 | 0.01% | +4,100 | 新進 |
| American Trust | 4,082 | $22.4 萬 | 0.02% | +4,082 | 新進 |
| Engineers Gate Manager LP | 4,053 | $22.3 萬 | 0.01% | −2,094−34.1% | 減碼 |
| South Street Advisors LLC | 4,000 | $22.0 萬 | 0.04% | +4,000 | 新進 |
| Westover Capital Advisors, LLC | 4,000 | $22.0 萬 | 0.06% | +4,000 | 新進 |
| SeaCrest Wealth Management, LLC | 3,967 | $21.8 萬 | 0.02% | +3,967 | 新進 |
| B. Riley Wealth Management, Inc. | 3,942 | $21.6 萬 | 0.01% | +3,942 | 新進 |
| Wellington Shields & Co., LLC | 3,825 | $21.0 萬 | 0.04% | +3,825 | 新進 |
| Glenmede Trust Co NA | 3,765 | $20.6 萬 | 0.00% | +3,765 | 新進 |
| Personal Capital Advisors Corp | 3,752 | $20.6 萬 | 0.00% | +3,752 | 新進 |
| ExodusPoint Capital Management, LP | 3,669 | $20.1 萬 | 0.00% | −33,064−90.0% | 減碼 |
| Leonteq Securities AG | 3,595 | $19.7 萬 | 0.01% | −475−11.7% | 減碼 |
| KBC Group NV | 3,582 | $19.7 萬 | 0.00% | −10,757−75.0% | 減碼 |
| Arlington Partners LLC | 3,497 | $19.2 萬 | 0.05% | 00.0% | 不變 |
| Sandy Spring Bank | 3,308 | $18.2 萬 | 0.01% | −80−2.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,306 | $18.1 萬 | 0.09% | +3,306 | 新進 |
| Loomis Sayles & Co L P | 3,280 | $18.0 萬 | 0.00% | +212+6.9% | 加碼 |
| Metropolitan Life Insurance Co | 3,236 | $17.8 萬 | 0.00% | +9+0.3% | 加碼 |
| Stelac Advisory Services LLC | 3,198 | $17.6 萬 | 0.05% | −12,599−79.8% | 減碼 |
| Fifth Third Bancorp | 2,964 | $16.3 萬 | 0.00% | +779+35.7% | 加碼 |