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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 13,824 | $67.6 萬 | 0.01% | 00.0% | 不變 |
| Ossiam | 14,046 | $68.7 萬 | 0.02% | +1,362+10.7% | 加碼 |
| USS Investment Management Ltd | 14,153 | $69.2 萬 | 0.01% | −20,863−59.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,144 | $69.2 萬 | 0.01% | +11,940+541.7% | 加碼 |
| New York State Teachers Retirement System | 14,300 | $69.9 萬 | 0.00% | +300+2.1% | 加碼 |
| DuPont Capital Management Corp | 14,371 | $70.3 萬 | 0.03% | +14,371 | 新進 |
| Principal Street Partners, LLC | 14,462 | $70.7 萬 | 0.16% | +261+1.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 14,566 | $71.2 萬 | 0.00% | −1,172,194−98.8% | 減碼 |
| Colony Group LLC | 14,787 | $72.3 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 14,950 | $73.1 萬 | 0.00% | −1,000−6.3% | 減碼 |
| Carson Advisory Inc. | 15,200 | $74.3 萬 | 0.74% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 15,247 | $74.6 萬 | 0.02% | −1,782−10.5% | 減碼 |
| O'Rourke & Company, Inc | 15,472 | $75.7 萬 | 0.52% | +11+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,500 | $75.8 萬 | 0.03% | 00.0% | 不變 |
| Swedbank AB | 15,784 | $77.2 萬 | 0.00% | 00.0% | 不變 |
| Zhang Financial LLC | 15,816 | $77.4 萬 | 0.13% | +8,905+128.9% | 加碼 |
| Echo Street Capital Management LLC | 15,833 | $77.4 萬 | 0.01% | +15,833 | 新進 |
| Baldwin Brothers Inc | 15,900 | $77.8 萬 | 0.08% | 00.0% | 不變 |
| Teza Capital Management LLC | 16,028 | $78.4 萬 | 0.29% | +16,028 | 新進 |
| Crossmark Global Holdings, Inc. | 16,050 | $78.5 萬 | 0.02% | +16,050 | 新進 |
| Qtron Investments LLC | 16,070 | $78.6 萬 | 0.18% | −1,843−10.3% | 減碼 |
| AdvisorNet Financial, Inc | 16,082 | $78.7 萬 | 0.05% | +315+2.0% | 加碼 |
| Weik Capital Management | 16,110 | $78.8 萬 | 0.31% | +5,160+47.1% | 加碼 |
| Guinness Asset Management LTD | 16,243 | $79.4 萬 | 0.03% | −2,857−15.0% | 減碼 |
| Carret Asset Management, LLC | 16,300 | $79.7 萬 | 0.09% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 16,420 | $80.3 萬 | 0.01% | +1,300+8.6% | 加碼 |
| Holocene Advisors, LP | 16,495 | $80.7 萬 | 0.00% | +16,495 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,021 | $83.2 萬 | 0.00% | −10,666−38.5% | 減碼 |
| SG Americas Securities, LLC | 17,425 | $85.2 萬 | 0.01% | +4,316+32.9% | 加碼 |
| Dividend Assets Capital, LLC | 18,200 | $89.0 萬 | 0.17% | 00.0% | 不變 |
| North Star Investment Management Corp. | 18,200 | $89.0 萬 | 0.07% | +700+4.0% | 加碼 |
| Nissay Asset Management Corp | 18,442 | $90.2 萬 | 0.01% | +307+1.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,490 | $90.4 萬 | 0.04% | +1,687+10.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 18,524 | $90.6 萬 | 0.23% | −174−0.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 23,719 | $91.6 萬 | 0.04% | 00.0% | 不變 |
| Maven Securities LTD | 18,766 | $91.8 萬 | 0.19% | −23,100−55.2% | 減碼 |
| Standard Life Aberdeen plc | 18,418 | $91.8 萬 | 0.00% | +10,707+138.9% | 加碼 |
| Garrison Bradford & Associates Inc | 19,687 | $96.3 萬 | 0.94% | −291−1.5% | 減碼 |
| Banque Cantonale Vaudoise | 19,700 | $96.3 萬 | 0.04% | +17,400+756.5% | 加碼 |
| Natixis Advisors, L.P. | 19,803 | $96.9 萬 | 0.00% | −252−1.3% | 減碼 |
| Capitolis Advisors LLC | 20,105 | $98.3 萬 | 0.05% | −86,584−81.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $98.3 萬 | 0.00% | 00.0% | 不變 |
| Chapman Investment Management, LLC | 20,200 | $98.8 萬 | 0.53% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 20,561 | $100.6 萬 | 0.02% | +20,561 | 新進 |
| U S Global Investors Inc | 21,000 | $102.7 萬 | 0.03% | +21,000 | 新進 |
| Stamos Capital Partners, L.P. | 21,300 | $104.2 萬 | 0.35% | +21,300 | 新進 |
| 1832 Asset Management L.P. | 21,750 | $104.9 萬 | 0.00% | −231,050−91.4% | 減碼 |
| IFM Investors Pty Ltd | 22,240 | $108.8 萬 | 0.02% | +3,769+20.4% | 加碼 |
| Elevated Capital Advisors, LLC | 22,716 | $111.1 萬 | 0.37% | +22,716 | 新進 |
| HighTower Advisors, LLC | 22,845 | $112.0 萬 | 0.00% | −82−0.4% | 減碼 |
| Voya Investment Management LLC | 23,209 | $113.6 萬 | 0.00% | +30.0% | 加碼 |
| Snowden Capital Advisors LLC | 23,249 | $113.7 萬 | 0.05% | +1,001+4.5% | 加碼 |
| Loomis Sayles & Co L P | 23,659 | $115.8 萬 | 0.00% | +20,379+621.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 23,698 | $115.9 萬 | 0.02% | 00.0% | 不變 |
| Unigestion Holding SA | 24,886 | $116.2 萬 | 0.05% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 23,789 | $116.3 萬 | 0.01% | −602−2.5% | 減碼 |
| Jeereddi Investments, LP | 23,858 | $116.7 萬 | 1.34% | 00.0% | 不變 |
| National Asset Management, Inc. | 23,947 | $117.2 萬 | 0.04% | +1,444+6.4% | 加碼 |
| Fred Alger Management, LLC | 24,565 | $120.1 萬 | 0.00% | +337+1.4% | 加碼 |
| American National Registered Investment Advisor, Inc. | 24,589 | $120.3 萬 | 0.43% | −658−2.6% | 減碼 |
| British Columbia Investment Management Corp | 24,767 | $121.1 萬 | 0.01% | −3,284−11.7% | 減碼 |
| Jeppson Wealth Management, LLC | 25,287 | $123.6 萬 | 0.58% | +515+2.1% | 加碼 |
| Mirabella Financial Services LLP | 25,449 | $124.5 萬 | 0.14% | −21,250−45.5% | 減碼 |
| Canada Pension Plan Investment Board | 25,886 | $126.6 萬 | 0.00% | +25,058+3,026.3% | 加碼 |
| Waterfront Wealth Inc. | 28,440 | $126.7 萬 | 0.45% | 00.0% | 不變 |
| GFG Capital, LLC | 25,932 | $126.8 萬 | 0.38% | +25,932 | 新進 |
| American National Insurance Co | 26,160 | $127.9 萬 | 0.35% | −5,015−16.1% | 減碼 |
| Gofen & Glossberg LLC | 26,250 | $128.4 萬 | 0.03% | +5,100+24.1% | 加碼 |
| Guggenheim Capital LLC | 26,512 | $129.7 萬 | 0.01% | −11,599−30.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,585 | $134.9 萬 | 0.01% | +500+1.8% | 加碼 |
| Emfo, LLC | 27,725 | $135.6 萬 | 1.23% | −900−3.1% | 減碼 |
| Banque Pictet & Cie SA | 28,000 | $136.9 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 28,053 | $137.1 萬 | 0.00% | +1,872+7.2% | 加碼 |
| LGT Fund Management Co Ltd. | 28,058 | $138.7 萬 | 0.18% | +28,058 | 新進 |
| Utah Retirement Systems | 28,900 | $141.4 萬 | 0.02% | −500−1.7% | 減碼 |
| Amalgamated Bank | 28,991 | $141.8 萬 | 0.01% | −315−1.1% | 減碼 |
| Amalgamated Financial Corp. | 28,991 | $141.8 萬 | 0.01% | +28,991 | 新進 |
| Handelsbanken Fonder AB | 30,700 | $150.2 萬 | 0.01% | −5,300−14.7% | 減碼 |
| Graham Capital Management, L.P. | 30,767 | $150.4 萬 | 0.07% | +30,767 | 新進 |
| D.A. Davidson & Co. | 31,022 | $151.7 萬 | 0.02% | −4,978−13.8% | 減碼 |
| Achmea Investment Management B.V. | 31,218 | $152.7 萬 | 0.04% | +14,565+87.5% | 加碼 |
| Nomura Asset Management Co Ltd | 31,746 | $155.3 萬 | 0.01% | +646+2.1% | 加碼 |
| Wolverine Trading, LLC | 34,574 | $161.4 萬 | 0.05% | +23,307+206.9% | 加碼 |
| Herbst Group, LLC | 34,205 | $167.3 萬 | 1.11% | +3,705+12.1% | 加碼 |
| FJ Capital Management LLC | 34,575 | $169.1 萬 | 0.15% | +34,575 | 新進 |
| Toronto Dominion Bank | 35,772 | $174.9 萬 | 0.00% | +2,907+8.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 36,536 | $178.7 萬 | 0.03% | +2,344+6.9% | 加碼 |
| Kercheville Advisors, LLC | 36,700 | $179.5 萬 | 0.85% | +1,700+4.9% | 加碼 |
| Squarepoint Ops LLC | 37,024 | $181.1 萬 | 0.01% | +37,024 | 新進 |
| Principal Financial Group Inc | 37,595 | $183.9 萬 | 0.00% | +22,795+154.0% | 加碼 |
| Strategic Global Advisors, LLC | 37,756 | $184.7 萬 | 0.27% | +1,471+4.1% | 加碼 |
| Trexquant Investment LP | 38,528 | $188.4 萬 | 0.09% | +38,528 | 新進 |
| Capital Management Associates | 38,910 | $190.3 萬 | 2.04% | −225−0.6% | 減碼 |
| Donoghue Forlines LLC | 39,246 | $192.0 萬 | 0.42% | −13,284−25.3% | 減碼 |
| MMBG Investment Advisors Co. | 40,000 | $195.6 萬 | 0.20% | 00.0% | 不變 |
| LGT Group Foundation | 40,038 | $197.9 萬 | 0.05% | +24,033+150.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,615 | $198.6 萬 | 0.01% | −1,091−2.6% | 減碼 |
| Capital Fund Management S.A. | 41,042 | $200.7 萬 | 0.05% | +41,042 | 新進 |
| CIBC Asset Management Inc | 41,389 | $202.4 萬 | 0.01% | +26,188+172.3% | 加碼 |
| Rockefeller Capital Management L.P. | 41,724 | $204.0 萬 | 0.01% | +2,770+7.1% | 加碼 |