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
2022 年第 1 季 13F 持有人
Carlyle Group Inc. 在 2022/3/31 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
- 482
- 較 2021 年第 4 季 +27 家
- 持有股數
- 1.89 億
- 較 2021 年第 4 季 +1,038 萬 (+5.8%)
- 總市值
- $92.2 億
- 較 2021 年第 4 季 −$5.76 億 (−5.9%)
- 新進機構
- 89
- 另有 202 家加碼
- 清倉機構
- 62
- 另有 127 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 4,777 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 4,807 | $23.5 萬 | 0.00% | +4,807 | 新進 |
| Matrix Private Capital Group LLC | 4,900 | $24.0 萬 | 0.12% | 00.0% | 不變 |
| Blair William & Co | 4,920 | $24.1 萬 | 0.00% | −14,747−75.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 4,954 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 4,981 | $24.4 萬 | 0.02% | +4,981 | 新進 |
| Guyasuta Investment Advisors Inc | 5,000 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 5,017 | $24.5 萬 | 0.14% | +300+6.4% | 加碼 |
| Northeast Investment Management | 5,027 | $24.6 萬 | 0.01% | +27+0.5% | 加碼 |
| Diversified Trust Co | 5,096 | $24.9 萬 | 0.01% | −245−4.6% | 減碼 |
| Regatta Capital Group, LLC | 5,144 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Greenwich Investment Management, Inc. | 5,292 | $25.9 萬 | 0.16% | +320+6.4% | 加碼 |
| Sterneck Capital Management, LLC | 5,500 | $26.9 萬 | 0.16% | −2,000−26.7% | 減碼 |
| Triad Financial Advisors, Inc. | 5,580 | $27.3 萬 | 0.15% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,600 | $27.4 萬 | 0.04% | +400+7.7% | 加碼 |
| Lincoln National Corp | 5,676 | $27.8 萬 | 0.01% | +31+0.5% | 加碼 |
| Magnus Financial Group LLC | 5,696 | $27.9 萬 | 0.05% | +13+0.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,800 | $28.4 萬 | 0.12% | +100+1.8% | 加碼 |
| BigSur Wealth Management LLC | 5,822 | $28.5 萬 | 0.11% | 00.0% | 不變 |
| Fiduciary Group LLC | 8,100 | $28.7 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,938 | $29.0 萬 | 0.00% | +3,115+110.3% | 加碼 |
| Quantbot Technologies LP | 5,940 | $29.0 萬 | 0.03% | +5,940 | 新進 |
| Leavell Investment Management, Inc. | 6,000 | $29.3 萬 | 0.02% | −10,750−64.2% | 減碼 |
| Vontobel Holding Ltd. | 6,000 | $29.3 萬 | 0.00% | −769−11.4% | 減碼 |
| Parcion Private Wealth LLC | 6,000 | $29.3 萬 | 0.03% | 00.0% | 不變 |
| Spirit of America Management Corp | 6,050 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 6,183 | $30.2 萬 | 0.17% | +2,877+87.0% | 加碼 |
| Wagner Wealth Management, LLC | 6,166 | $30.2 萬 | 0.21% | +3,373+120.8% | 加碼 |
| Kestra Advisory Services, LLC | 6,224 | $30.4 萬 | 0.00% | +686+12.4% | 加碼 |
| Umb Bank N A | 6,244 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 6,507 | $31.8 萬 | 0.00% | −602−8.5% | 減碼 |
| Acadian Asset Management LLC | 6,682 | $32.6 萬 | 0.00% | −50,099−88.2% | 減碼 |
| Fiduciary Trust Co | 6,657 | $32.6 萬 | 0.01% | +6,657 | 新進 |
| Integrated Wealth Concepts LLC | 6,692 | $32.7 萬 | 0.01% | +104+1.6% | 加碼 |
| Qube Research & Technologies Ltd | 6,862 | $33.6 萬 | 0.00% | −331,679−98.0% | 減碼 |
| Captrust Financial Advisors | 6,876 | $33.6 萬 | 0.00% | +5,587+433.4% | 加碼 |
| Aaron Wealth Advisors | 16,531 | $33.8 萬 | 0.01% | +16,531 | 新進 |
| Federation des caisses Desjardins du Quebec | 6,985 | $34.2 萬 | 0.00% | −100−1.4% | 減碼 |
| Keebeck Wealth Management, LLC | 7,057 | $34.5 萬 | 0.06% | 00.0% | 不變 |
| Csenge Advisory Group | 7,096 | $34.7 萬 | 0.03% | +7,096 | 新進 |
| Mission Wealth Management, LP | 7,176 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 7,200 | $35.2 萬 | 0.04% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 7,435 | $36.4 萬 | 0.01% | +502+7.2% | 加碼 |
| Fort Sheridan Advisors LLC | 7,475 | $36.6 萬 | 0.11% | +975+15.0% | 加碼 |
| Moors & Cabot, Inc. | 7,478 | $36.6 萬 | 0.02% | +1,325+21.5% | 加碼 |
| Glenview Trust Co | 7,500 | $36.7 萬 | 0.01% | +7,500 | 新進 |
| Daiwa Securities Group Inc. | 7,576 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 7,720 | $37.7 萬 | 0.02% | 00.0% | 不變 |
| AE Wealth Management LLC | 7,763 | $38.0 萬 | 0.00% | −2,454−24.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 7,786 | $38.1 萬 | 0.00% | +531+7.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 7,780 | $38.1 萬 | 0.05% | +1,060+15.8% | 加碼 |
| Stonnington Group, LLC | 8,900 | $38.3 萬 | 0.09% | −8,100−47.6% | 減碼 |
| Apollon Wealth Management, LLC | 7,871 | $38.5 萬 | 0.03% | +10+0.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,880 | $38.5 萬 | 0.06% | +22+0.3% | 加碼 |
| Paloma Partners Management Co | 7,900 | $38.6 萬 | 0.03% | −17,259−68.6% | 減碼 |
| Gsa Capital Partners LLP | 8,029 | $39.3 萬 | 0.05% | +8,029 | 新進 |
| Slow Capital, Inc. | 8,108 | $39.7 萬 | 0.07% | −41,148−83.5% | 減碼 |
| Sawtooth Solutions, LLC | 8,146 | $39.8 萬 | 0.05% | −6,806−45.5% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $40.1 萬 | 0.04% | +8,200 | 新進 |
| Manufacturers Life Insurance Company, The | 8,272 | $40.5 萬 | 0.00% | +1,881+29.4% | 加碼 |
| Belpointe Asset Management LLC | 8,395 | $41.1 萬 | 0.02% | +8,395 | 新進 |
| Raymond James Trust N.A. | 8,419 | $41.2 萬 | 0.01% | −579−6.4% | 減碼 |
| M&T Bank Corp | 8,827 | $43.2 萬 | 0.00% | −1,517−14.7% | 減碼 |
| Visionary Wealth Advisors | 8,953 | $43.8 萬 | 0.04% | +3,138+54.0% | 加碼 |
| Kovack Advisors, Inc. | 8,995 | $43.9 萬 | 0.05% | +1,491+19.9% | 加碼 |
| XTX Topco Ltd | 9,227 | $45.1 萬 | 0.20% | +9,227 | 新進 |
| Creative Planning | 9,316 | $45.6 萬 | 0.00% | +1,997+27.3% | 加碼 |
| E&G Advisors, LP | 9,400 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Van Eck Associates Corp | 9,579 | $46.9 萬 | 0.00% | +1,988+26.2% | 加碼 |
| Nordea Investment Management AB | 9,647 | $47.3 萬 | 0.00% | +348+3.7% | 加碼 |
| Roosevelt Investment Group LLC | 10,000 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| National Bank of Canada | 10,249 | $50.9 萬 | 0.00% | −323,579−96.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,562 | $51.7 萬 | 0.00% | +10,562 | 新進 |
| Regentatlantic Capital LLC | 10,757 | $52.6 萬 | 0.01% | +930+9.5% | 加碼 |
| Mercer Global Advisors Inc | 10,810 | $52.9 萬 | 0.00% | +3,053+39.4% | 加碼 |
| Bellwether Advisors, LLC | 10,905 | $53.3 萬 | 0.16% | +54+0.5% | 加碼 |
| Redpoint Investment Management Pty Ltd | 11,031 | $54.0 萬 | 0.05% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 11,240 | $55.0 萬 | 0.00% | +11,240 | 新進 |
| Steel Peak Wealth Management LLC | 11,450 | $56.0 萬 | 0.03% | +11,450 | 新進 |
| Assetmark, Inc | 11,663 | $57.0 萬 | 0.00% | +11,449+5,350.0% | 加碼 |
| ProShare Advisors LLC | 11,834 | $57.8 萬 | 0.00% | −127−1.1% | 減碼 |
| Jane Street Group, LLC | 11,925 | $58.3 萬 | 0.00% | +5,002+72.3% | 加碼 |
| Seeyond | 11,944 | $58.4 萬 | 0.06% | −6,441−35.0% | 減碼 |
| Ethic Inc. | 12,198 | $59.7 萬 | 0.04% | +3,703+43.6% | 加碼 |
| Point72 Hong Kong Ltd | 12,203 | $59.7 萬 | 0.05% | +12,203 | 新進 |
| Mirador Capital Partners LP | 12,320 | $60.3 萬 | 0.12% | +368+3.1% | 加碼 |
| Maryland State Retirement & Pension System | 12,365 | $60.5 萬 | 0.02% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 12,618 | $61.7 萬 | 0.02% | +751+6.3% | 加碼 |
| OneAscent Wealth Management LLC | 12,606 | $61.7 萬 | 0.31% | +12,606 | 新進 |
| Jackson Square Capital, LLC | 12,650 | $61.9 萬 | 0.19% | +12,650 | 新進 |
| TD Asset Management Inc | 12,692 | $62.1 萬 | 0.00% | −194−1.5% | 減碼 |
| Illinois Municipal Retirement Fund | 12,701 | $62.1 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 12,771 | $62.5 萬 | 0.03% | +4,582+56.0% | 加碼 |
| Virginia Retirement Systems Et Al | 12,900 | $63.1 萬 | 0.01% | +1,800+16.2% | 加碼 |
| McGowan Group Asset Management, Inc. | 12,945 | $63.3 萬 | 0.10% | +11+0.1% | 加碼 |
| Fort Point Capital Partners LLC | 12,950 | $63.3 萬 | 0.10% | +2,405+22.8% | 加碼 |
| Affinity Wealth Management LLC | 14,439 | $63.6 萬 | 0.13% | +659+4.8% | 加碼 |
| Cresset Asset Management, LLC | 13,070 | $63.9 萬 | 0.01% | −2,155−14.2% | 減碼 |
| Tranquility Partners, LLC | 13,749 | $67.2 萬 | 0.31% | +176+1.3% | 加碼 |