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 2 季 13F 持有人
Carlyle Group Inc. 在 2022/6/30 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
- 441
- 較 2022 年第 1 季 −30 家
- 持有股數
- 1.91 億
- 較 2022 年第 1 季 +329.3 萬 (+1.8%)
- 總市值
- $60.4 億
- 較 2022 年第 1 季 −$31.3 億 (−34.1%)
- 新進機構
- 58
- 另有 203 家加碼
- 清倉機構
- 88
- 另有 129 家減碼
另有 11 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gofen & Glossberg LLC | 30,250 | $95.8 萬 | 0.03% | +4,000+15.2% | 加碼 |
| Estate Counselors, LLC | 30,243 | $95.7 萬 | 0.14% | +30,243 | 新進 |
| Mercer Global Advisors Inc | 29,952 | $94.8 萬 | 0.01% | +19,142+177.1% | 加碼 |
| Aigen Investment Management, LP | 28,895 | $91.5 萬 | 0.15% | +28,895 | 新進 |
| Kercheville Advisors, LLC | 28,800 | $91.2 萬 | 0.60% | −7,900−21.5% | 減碼 |
| Waterfront Wealth Inc. | 28,440 | $90.0 萬 | 0.36% | 00.0% | 不變 |
| Emfo, LLC | 28,225 | $89.4 萬 | 0.91% | +500+1.8% | 加碼 |
| Banque Pictet & Cie SA | 28,000 | $88.6 萬 | 0.01% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 27,939 | $88.5 萬 | 0.05% | −38,870−58.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,806 | $88.0 萬 | 0.00% | −247−0.9% | 減碼 |
| Principal Financial Group Inc | 26,201 | $83.0 萬 | 0.00% | −11,394−30.3% | 減碼 |
| HighTower Advisors, LLC | 26,142 | $82.9 萬 | 0.00% | +3,297+14.4% | 加碼 |
| Jeppson Wealth Management, LLC | 26,164 | $82.8 萬 | 0.36% | +877+3.5% | 加碼 |
| Parkside Investments, LLC | 26,000 | $82.3 萬 | 0.17% | +25,000+2,500.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 25,660 | $81.2 萬 | 0.09% | −24,690−49.0% | 減碼 |
| Fred Alger Management, LLC | 25,311 | $80.1 萬 | 0.00% | +746+3.0% | 加碼 |
| Bayesian Capital Management, LP | 24,938 | $79.0 萬 | 0.15% | +24,938 | 新進 |
| Moody National Bank Trust Division | 24,744 | $78.3 萬 | 0.08% | −26,160−51.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 24,187 | $77.1 萬 | 0.00% | −1,566,083−98.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,698 | $76.9 萬 | 0.01% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 23,610 | $74.7 萬 | 0.02% | +10,909+85.9% | 加碼 |
| Equitable Holdings, Inc. | 23,572 | $74.6 萬 | 0.01% | +7,152+43.6% | 加碼 |
| JustInvest LLC | 23,553 | $74.6 萬 | 0.03% | +10,782+84.4% | 加碼 |
| British Columbia Investment Management Corp | 22,729 | $72.0 萬 | 0.01% | −2,038−8.2% | 減碼 |
| Prelude Capital Management, LLC | 22,741 | $72.0 萬 | 0.04% | +22,741 | 新進 |
| Snowden Capital Advisors LLC | 22,509 | $71.2 萬 | 0.03% | −740−3.2% | 減碼 |
| Caption Management, LLC | 22,500 | $71.2 萬 | 0.06% | +22,500 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 22,362 | $70.8 萬 | 0.03% | −1,357−5.7% | 減碼 |
| National Asset Management, Inc. | 21,957 | $69.6 萬 | 0.03% | −1,990−8.3% | 減碼 |
| Nissay Asset Management Corp | 21,701 | $68.7 萬 | 0.01% | +3,259+17.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 21,231 | $67.2 萬 | 0.01% | +16,424+341.7% | 加碼 |
| North Star Investment Management Corp. | 20,807 | $65.9 萬 | 0.06% | +2,607+14.3% | 加碼 |
| Weik Capital Management | 20,575 | $65.1 萬 | 0.30% | +4,465+27.7% | 加碼 |
| Chapman Investment Management, LLC | 20,200 | $64.0 萬 | 0.44% | 00.0% | 不變 |
| Capitolis Advisors LLC | 20,105 | $63.7 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 20,098 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 19,701 | $62.4 萬 | 0.71% | +14+0.1% | 加碼 |
| Paloma Partners Management Co | 19,400 | $61.4 萬 | 0.06% | +11,500+145.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,943 | $60.0 萬 | 0.03% | +453+2.4% | 加碼 |
| 1832 Asset Management L.P. | 18,888 | $59.8 萬 | 0.00% | −2,862−13.2% | 減碼 |
| Banque Cantonale Vaudoise | 18,500 | $58.6 萬 | 0.03% | −1,200−6.1% | 減碼 |
| Dividend Assets Capital, LLC | 18,200 | $57.6 萬 | 0.12% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 18,035 | $57.3 萬 | 0.00% | −383−2.1% | 減碼 |
| Carret Asset Management, LLC | 18,000 | $57.0 萬 | 0.08% | +1,700+10.4% | 加碼 |
| Maven Securities LTD | 17,466 | $55.3 萬 | 0.10% | −1,300−6.9% | 減碼 |
| Cresset Asset Management, LLC | 17,295 | $54.7 萬 | 0.01% | +4,225+32.3% | 加碼 |
| SG Americas Securities, LLC | 16,911 | $53.5 萬 | 0.01% | −514−2.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,893 | $53.5 萬 | 0.00% | −128−0.8% | 減碼 |
| AdvisorNet Financial, Inc | 16,871 | $53.4 萬 | 0.05% | +789+4.9% | 加碼 |
| Zhang Financial LLC | 16,787 | $53.1 萬 | 0.09% | +971+6.1% | 加碼 |
| Steel Peak Wealth Management LLC | 16,700 | $52.9 萬 | 0.04% | +5,250+45.9% | 加碼 |
| OneAscent Financial Services LLC | 16,318 | $51.7 萬 | 0.23% | +16,318 | 新進 |
| Federation des caisses Desjardins du Quebec | 16,295 | $51.6 萬 | 0.01% | +9,310+133.3% | 加碼 |
| Ethic Inc. | 16,117 | $51.0 萬 | 0.04% | +3,919+32.1% | 加碼 |
| Maryland State Retirement & Pension System | 15,934 | $50.4 萬 | 0.02% | +3,569+28.9% | 加碼 |
| Baldwin Brothers Inc | 15,900 | $50.3 萬 | 0.07% | 00.0% | 不變 |
| TD Asset Management Inc | 15,592 | $49.4 萬 | 0.00% | +2,900+22.8% | 加碼 |
| Carson Advisory Inc. | 15,550 | $49.2 萬 | 0.55% | +350+2.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,500 | $49.0 萬 | 0.02% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 15,370 | $48.7 萬 | 0.02% | +2,752+21.8% | 加碼 |
| Jump Financial, LLC | 15,200 | $48.1 萬 | 0.02% | +15,200 | 新進 |
| Principal Street Partners, LLC | 15,120 | $47.9 萬 | 0.12% | +658+4.5% | 加碼 |
| Intech Investment Management LLC | 15,020 | $47.6 萬 | 0.00% | +15,020 | 新進 |
| First Manhattan Co | 14,950 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Colony Group LLC | 14,665 | $46.4 萬 | 0.01% | −122−0.8% | 減碼 |
| CIBC Asset Management Inc | 14,463 | $45.8 萬 | 0.00% | −26,926−65.1% | 減碼 |
| New York State Teachers Retirement System | 14,400 | $45.6 萬 | 0.00% | +100+0.7% | 加碼 |
| Tranquility Partners, LLC | 14,149 | $44.8 萬 | 0.23% | +400+2.9% | 加碼 |
| O'Rourke & Company, Inc | 14,042 | $44.5 萬 | 0.38% | −1,430−9.2% | 減碼 |
| Panagora Asset Management Inc | 13,906 | $44.0 萬 | 0.00% | +13,906 | 新進 |
| Redpoint Investment Management Pty Ltd | 13,873 | $43.9 萬 | 0.05% | +2,842+25.8% | 加碼 |
| Toroso Investments, LLC | 13,871 | $43.9 萬 | 0.02% | +13,871 | 新進 |
| Westpac Banking Corp | 13,824 | $43.8 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 13,704 | $43.4 萬 | 0.00% | +13,704 | 新進 |
| Donoghue Forlines LLC | 13,617 | $43.1 萬 | 0.11% | −25,629−65.3% | 減碼 |
| Fort Point Capital Partners LLC | 13,290 | $42.1 萬 | 0.08% | +340+2.6% | 加碼 |
| FORA Capital, LLC | 13,241 | $41.9 萬 | 0.08% | +13,241 | 新進 |
| Arrowstreet Capital, Limited Partnership | 13,150 | $41.6 萬 | 0.00% | −1,416−9.7% | 減碼 |
| Guinness Asset Management LTD | 13,123 | $41.5 萬 | 0.02% | −3,120−19.2% | 減碼 |
| Sterneck Capital Management, LLC | 13,020 | $41.2 萬 | 0.28% | +7,520+136.7% | 加碼 |
| McGowan Group Asset Management, Inc. | 12,961 | $41.0 萬 | 0.07% | +16+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,884 | $40.8 萬 | 0.00% | +5,098+65.5% | 加碼 |
| Vontobel Holding Ltd. | 12,367 | $40.2 萬 | 0.00% | +6,367+106.1% | 加碼 |
| Mirador Capital Partners LP | 12,627 | $40.0 萬 | 0.09% | +307+2.5% | 加碼 |
| MML Investors Services, LLC | 12,598 | $39.9 萬 | 0.00% | +2,036+19.3% | 加碼 |
| Walleye Trading LLC | 12,109 | $38.3 萬 | 0.01% | +12,109 | 新進 |
| Cetera Advisor Networks LLC | 12,066 | $38.2 萬 | 0.00% | +7,985+195.7% | 加碼 |
| Janus Henderson Group PLC | 12,026 | $38.1 萬 | 0.00% | −208,083−94.5% | 減碼 |
| Gotham Asset Management, LLC | 12,041 | $38.1 萬 | 0.01% | −3,206−21.0% | 減碼 |
| USS Investment Management Ltd | 11,869 | $37.6 萬 | 0.00% | −2,284−16.1% | 減碼 |
| Natixis Advisors, L.P. | 11,677 | $37.0 萬 | 0.00% | −8,126−41.0% | 減碼 |
| Seeyond | 11,709 | $37.0 萬 | 0.04% | −235−2.0% | 減碼 |
| Echo Street Capital Management LLC | 11,634 | $36.8 萬 | 0.00% | −4,199−26.5% | 減碼 |
| Principle Wealth Partners LLC | 11,331 | $35.9 萬 | 0.04% | +4,131+57.4% | 加碼 |
| Assetmark, Inc | 11,129 | $35.2 萬 | 0.00% | −534−4.6% | 減碼 |
| Schroder Investment Management Group | 10,855 | $35.2 萬 | 0.00% | +10,855 | 新進 |
| Foster & Motley Inc | 11,023 | $34.9 萬 | 0.03% | +11,023 | 新進 |
| Allstate Corp | 10,694 | $33.9 萬 | 0.01% | −34,173−76.2% | 減碼 |
| Regentatlantic Capital LLC | 10,713 | $33.9 萬 | 0.01% | −44−0.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $33.4 萬 | 0.01% | 00.0% | 不變 |