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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 10,475 | $33.1 萬 | 0.02% | +2,755+35.7% | 加碼 |
| Sawtooth Solutions, LLC | 10,269 | $32.5 萬 | 0.04% | +2,123+26.1% | 加碼 |
| Transatlantique Private Wealth LLC | 10,189 | $32.3 萬 | 0.22% | +10,189 | 新進 |
| AXA S.A. | 10,099 | $32.0 萬 | 0.00% | −516,901−98.1% | 減碼 |
| Roosevelt Investment Group LLC | 10,000 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 10,012 | $31.7 萬 | 0.00% | +696+7.5% | 加碼 |
| ProShare Advisors LLC | 9,983 | $31.6 萬 | 0.00% | −1,851−15.6% | 減碼 |
| Daiwa Securities Group Inc. | 9,836 | $31.1 萬 | 0.00% | +2,260+29.8% | 加碼 |
| Northeast Investment Management | 9,811 | $31.1 萬 | 0.02% | +4,784+95.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 9,812 | $31.1 萬 | 0.01% | +8,517+657.7% | 加碼 |
| Engineers Gate Manager LP | 9,717 | $30.8 萬 | 0.01% | +9,717 | 新進 |
| Visionary Wealth Advisors | 9,614 | $30.4 萬 | 0.03% | +661+7.4% | 加碼 |
| Van Eck Associates Corp | 9,463 | $30.0 萬 | 0.00% | −116−1.2% | 減碼 |
| Kendall Capital Management | 9,405 | $29.8 萬 | 0.16% | +9,405 | 新進 |
| Ameritas Advisory Services, LLC | 9,285 | $29.4 萬 | 0.02% | +4,845+109.1% | 加碼 |
| Nordea Investment Management AB | 9,312 | $28.7 萬 | 0.00% | −335−3.5% | 減碼 |
| Kovack Advisors, Inc. | 9,061 | $28.7 萬 | 0.04% | +66+0.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 8,915 | $28.2 萬 | 0.05% | +1,035+13.1% | 加碼 |
| Belpointe Asset Management LLC | 8,887 | $28.1 萬 | 0.02% | +492+5.9% | 加碼 |
| Captrust Financial Advisors | 8,855 | $28.0 萬 | 0.00% | +1,979+28.8% | 加碼 |
| E&G Advisors, LP | 8,800 | $27.9 萬 | 0.09% | −600−6.4% | 減碼 |
| Fiduciary Group LLC | 8,100 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 8,478 | $26.8 萬 | 0.02% | +1,000+13.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,424 | $26.7 萬 | 0.00% | +152+1.8% | 加碼 |
| Wellington Management Group LLP | 8,250 | $26.1 萬 | 0.00% | −375,945−97.9% | 減碼 |
| Raymond James Trust N.A. | 8,255 | $26.1 萬 | 0.01% | −164−1.9% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $26.0 萬 | 0.03% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 8,108 | $25.5 萬 | 0.06% | −6,331−43.8% | 減碼 |
| Slow Capital, Inc. | 8,038 | $25.4 萬 | 0.06% | −70−0.9% | 減碼 |
| Apollon Wealth Management, LLC | 7,925 | $25.1 萬 | 0.02% | +54+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 7,904 | $25.0 萬 | 0.03% | +7,904 | 新進 |
| Qtron Investments LLC | 7,873 | $24.9 萬 | 0.05% | −8,197−51.0% | 減碼 |
| M&T Bank Corp | 7,765 | $24.6 萬 | 0.00% | −1,062−12.0% | 減碼 |
| AE Wealth Management LLC | 7,769 | $24.6 萬 | 0.00% | +6+0.1% | 加碼 |
| Fort Sheridan Advisors LLC | 7,750 | $24.5 萬 | 0.08% | +275+3.7% | 加碼 |
| Umb Bank N A | 7,646 | $24.2 萬 | 0.00% | +1,402+22.5% | 加碼 |
| Fiduciary Trust Co | 7,582 | $24.0 萬 | 0.01% | +925+13.9% | 加碼 |
| Glenview Trust Co | 7,500 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 7,500 | $23.7 萬 | 0.31% | +7,500 | 新進 |
| Boothbay Fund Management, LLC | 7,475 | $23.7 萬 | 0.01% | +7,475 | 新進 |
| EdgeRock Capital LLC | 7,491 | $23.7 萬 | 0.16% | +7,491 | 新進 |
| Retirement Planning Co of New England, Inc. | 7,481 | $23.6 萬 | 0.16% | +1,298+21.0% | 加碼 |
| NewEdge Wealth, LLC | 7,339 | $23.2 萬 | 0.01% | −67,090−90.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 7,308 | $23.1 萬 | 0.00% | −127−1.7% | 減碼 |
| Macquarie Group Ltd | 7,183 | $22.7 萬 | 0.00% | +2,406+50.4% | 加碼 |
| Keebeck Wealth Management, LLC | 7,057 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Quantamental Technologies LLC | 7,036 | $22.3 萬 | 0.10% | +7,036 | 新進 |
| Tower Research Capital LLC (TRC) | 6,935 | $22.0 萬 | 0.00% | −7,209−51.0% | 減碼 |
| Harbor Investment Advisory, LLC | 6,950 | $22.0 萬 | 0.04% | +1,350+24.1% | 加碼 |
| Pluribus Labs, LLC | 6,913 | $21.9 萬 | 0.40% | +6,913 | 新進 |
| Jaffetilchin Investment Partners, LLC | 6,563 | $20.8 萬 | 0.02% | +9+0.1% | 加碼 |
| Advisory Services Network, LLC | 6,553 | $20.8 萬 | 0.01% | +6,553 | 新進 |
| Wellington Shields & Co., LLC | 6,505 | $20.6 萬 | 0.05% | +2,000+44.4% | 加碼 |
| Lincoln National Corp | 6,457 | $20.4 萬 | 0.00% | +781+13.8% | 加碼 |
| Trexquant Investment LP | 6,353 | $20.1 萬 | 0.01% | −32,175−83.5% | 減碼 |
| Spirit of America Management Corp | 6,050 | $19.2 萬 | 0.04% | 00.0% | 不變 |
| DuPont Capital Management Corp | 5,966 | $18.9 萬 | 0.01% | −8,405−58.5% | 減碼 |
| HighTower Trust Services, LTA | 16,730 | $16.1 萬 | 0.03% | +16,730 | 新進 |
| Monetary Management Group Inc | 4,750 | $15.0 萬 | 0.05% | 00.0% | 不變 |
| Vestcor Inc | 4,561 | $14.4 萬 | 0.01% | −85,161−94.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 4,467 | $14.1 萬 | 0.02% | +4,467 | 新進 |
| MetLife Investment Management | 4,361 | $13.8 萬 | 0.00% | +1,117+34.4% | 加碼 |
| Storebrand Asset Management AS | 4,337 | $13.7 萬 | 0.00% | −46,308−91.4% | 減碼 |
| Leonteq Securities AG | 4,271 | $13.5 萬 | 0.01% | −237−5.3% | 減碼 |
| Highlander Capital Management, LLC | 4,150 | $13.1 萬 | 0.07% | −400−8.8% | 減碼 |
| Spire Wealth Management | 4,106 | $13.0 萬 | 0.01% | +1,025+33.3% | 加碼 |
| American Portfolios Advisors | 4,055 | $12.8 萬 | 0.01% | +368+10.0% | 加碼 |
| Altshuler Shaham Ltd | 3,719 | $11.8 萬 | 0.00% | +3,719 | 新進 |
| IFP Advisors, Inc | 3,075 | $11.2 萬 | 0.00% | −1,103−26.4% | 減碼 |
| Itau Unibanco Holding S.A. | 3,462 | $11.0 萬 | 0.00% | +3,462 | 新進 |
| KBC Group NV | 3,211 | $10.2 萬 | 0.00% | +971+43.3% | 加碼 |
| Sandy Spring Bank | 2,918 | $9.20 萬 | 0.01% | 00.0% | 不變 |
| Arlington Partners LLC | 2,852 | $9.00 萬 | 0.03% | −645−18.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,744 | $8.70 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 2,714 | $8.60 萬 | 0.00% | +1,000+58.3% | 加碼 |
| Cordasco Financial Network | 2,483 | $7.90 萬 | 0.06% | +21+0.9% | 加碼 |
| Zullo Investment Group, Inc. | 2,425 | $7.70 萬 | 0.05% | +175+7.8% | 加碼 |
| Proequities, Inc. | 2,345 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,185 | $6.90 萬 | 0.00% | −44−2.0% | 減碼 |
| American International Group, Inc. | 2,166 | $6.90 萬 | 0.00% | +468+27.6% | 加碼 |
| Focused Wealth Management, Inc | 2,051 | $6.50 萬 | 0.01% | +5+0.2% | 加碼 |
| Anchor Investment Management, LLC | 2,000 | $6.33 萬 | 0.01% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 2,000 | $6.30 萬 | 0.05% | 00.0% | 不變 |
| Concord Wealth Partners | 2,000 | $6.30 萬 | 0.02% | 00.0% | 不變 |
| Tobam | 1,912 | $6.10 萬 | 0.00% | +1,912 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,731 | $5.50 萬 | 0.00% | −4,207−70.8% | 減碼 |
| CWM, LLC | 1,722 | $5.50 萬 | 0.00% | +299+21.0% | 加碼 |
| Bogart Wealth, LLC | 1,596 | $5.10 萬 | 0.00% | +72+4.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,577 | $5.00 萬 | 0.01% | +1,549+5,532.1% | 加碼 |
| Zions Bancorporation, N.A. | 1,280 | $4.10 萬 | 0.00% | −906−41.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,300 | $4.10 萬 | 0.00% | +1,300 | 新進 |
| Westside Investment Management, Inc. | 1,284 | $4.00 萬 | 0.00% | +694+117.6% | 加碼 |
| State of Wyoming | 1,104 | $3.50 萬 | 0.02% | −2,851−72.1% | 減碼 |
| Denali Advisors LLC | 1,035 | $3.30 萬 | 0.01% | −1,565−60.2% | 減碼 |
| Washington Trust Co | 1,000 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 799 | $2.50 萬 | 0.00% | +56+7.5% | 加碼 |
| Hexagon Capital Partners LLC | 704 | $2.20 萬 | 0.01% | +200+39.7% | 加碼 |
| Ossiam | 622 | $2.00 萬 | 0.00% | −13,424−95.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $1.90 萬 | 0.00% | −900−60.0% | 減碼 |
| Burleson & Company, LLC | 610 | $1.90 萬 | 0.00% | +10+1.7% | 加碼 |