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 3 季 13F 持有人
Carlyle Group Inc. 在 2022/9/30 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
- 416
- 較 2022 年第 2 季 −20 家
- 持有股數
- 1.95 億
- 較 2022 年第 2 季 +517.6 萬 (+2.7%)
- 總市值
- $50.3 億
- 較 2022 年第 2 季 −$9.62 億 (−16.1%)
- 新進機構
- 55
- 另有 181 家加碼
- 清倉機構
- 75
- 另有 124 家減碼
另有 5 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 8,425 | $21.8 萬 | 0.00% | −43,780−83.9% | 減碼 |
| Visionary Wealth Advisors | 8,640 | $22.3 萬 | 0.02% | −974−10.1% | 減碼 |
| E&G Advisors, LP | 8,800 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 8,028 | $22.7 萬 | 0.23% | +8,028 | 新進 |
| Mariner, LLC | 8,859 | $22.9 萬 | 0.00% | +8,859 | 新進 |
| Moors & Cabot, Inc. | 8,903 | $23.0 萬 | 0.02% | +425+5.0% | 加碼 |
| Fort Sheridan Advisors LLC | 9,000 | $23.3 萬 | 0.08% | +1,250+16.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,242 | $23.8 萬 | 0.17% | +1,761+23.5% | 加碼 |
| Apollon Wealth Management, LLC | 9,277 | $24.0 萬 | 0.02% | +1,352+17.1% | 加碼 |
| Wellington Management Group LLP | 9,318 | $24.1 萬 | 0.00% | +1,068+12.9% | 加碼 |
| Fiduciary Group LLC | 8,300 | $24.4 萬 | 0.03% | +200+2.5% | 加碼 |
| Colony Group LLC | 9,645 | $24.9 萬 | 0.00% | −5,020−34.2% | 減碼 |
| Kovack Advisors, Inc. | 9,732 | $25.1 萬 | 0.04% | +671+7.4% | 加碼 |
| Regentatlantic Capital LLC | 9,754 | $25.2 萬 | 0.01% | −959−9.0% | 減碼 |
| Northeast Investment Management | 9,811 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 10,045 | $26.0 萬 | 0.00% | +33+0.3% | 加碼 |
| Captrust Financial Advisors | 10,163 | $26.3 萬 | 0.00% | +1,308+14.8% | 加碼 |
| Ritholtz Wealth Management | 10,171 | $26.3 萬 | 0.01% | +10,171 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 10,294 | $26.6 萬 | 0.00% | −3,410−24.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Capital Fund Management S.A. | 10,490 | $27.1 萬 | 0.01% | −26,114−71.3% | 減碼 |
| Yorktown Management & Research Co Inc | 10,600 | $27.4 萬 | 0.36% | +3,100+41.3% | 加碼 |
| Slow Capital, Inc. | 10,657 | $27.5 萬 | 0.06% | +2,619+32.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,677 | $27.6 萬 | 0.01% | +129+1.2% | 加碼 |
| Van Eck Associates Corp | 10,679 | $27.6 萬 | 0.00% | +1,216+12.9% | 加碼 |
| Assetmark, Inc | 10,713 | $27.7 萬 | 0.00% | −416−3.7% | 減碼 |
| Daiwa Securities Group Inc. | 10,773 | $27.8 萬 | 0.00% | +937+9.5% | 加碼 |
| Natixis Advisors, L.P. | 10,827 | $28.0 萬 | 0.00% | −850−7.3% | 減碼 |
| Ameritas Advisory Services, LLC | 10,935 | $28.3 萬 | 0.02% | +1,650+17.8% | 加碼 |
| Principle Wealth Partners LLC | 11,631 | $30.1 萬 | 0.04% | +300+2.6% | 加碼 |
| Nordea Investment Management AB | 11,574 | $30.3 萬 | 0.00% | +2,262+24.3% | 加碼 |
| Umb Bank N A | 11,770 | $30.4 萬 | 0.01% | +4,124+53.9% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,890 | $30.7 萬 | 0.02% | −16,049−57.4% | 減碼 |
| M&T Bank Corp | 11,974 | $31.0 萬 | 0.00% | +4,209+54.2% | 加碼 |
| Guinness Asset Management LTD | 12,078 | $31.2 萬 | 0.01% | −1,045−8.0% | 減碼 |
| Carret Asset Management, LLC | 12,100 | $31.3 萬 | 0.05% | −5,900−32.8% | 減碼 |
| Mirador Capital Partners LP | 12,128 | $31.3 萬 | 0.08% | −499−4.0% | 減碼 |
| McGowan Group Asset Management, Inc. | 12,731 | $32.9 萬 | 0.06% | −230−1.8% | 減碼 |
| Sawtooth Solutions, LLC | 12,740 | $32.9 萬 | 0.05% | +2,471+24.1% | 加碼 |
| Arete Wealth Advisors, LLC | 12,792 | $33.1 萬 | 0.03% | +12,792 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,684 | $33.2 萬 | 0.01% | +12,684 | 新進 |
| Power Corp of Canada | 12,870 | $33.3 萬 | 0.05% | +12,870 | 新進 |
| Mirabella Financial Services LLP | 12,764 | $33.6 萬 | 0.03% | −18,717−59.5% | 減碼 |
| Prelude Capital Management, LLC | 13,001 | $33.6 萬 | 0.02% | −9,740−42.8% | 減碼 |
| Occudo Quantitative Strategies LP | 13,022 | $33.6 萬 | 0.03% | +13,022 | 新進 |
| Ethic Inc. | 13,348 | $34.5 萬 | 0.02% | −2,769−17.2% | 減碼 |
| Fort Point Capital Partners LLC | 13,660 | $35.3 萬 | 0.07% | +370+2.8% | 加碼 |
| Westpac Banking Corp | 13,824 | $35.7 萬 | 0.01% | 00.0% | 不變 |
| Panagora Asset Management Inc | 14,029 | $36.3 萬 | 0.00% | +123+0.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 14,330 | $37.0 萬 | 0.01% | −99,103−87.4% | 減碼 |
| Donoghue Forlines LLC | 14,337 | $37.0 萬 | 0.13% | +720+5.3% | 加碼 |
| O'Rourke & Company, Inc | 14,386 | $37.2 萬 | 0.32% | +344+2.4% | 加碼 |
| Collective Family Office LLC | 14,400 | $37.2 萬 | 0.19% | +14,400 | 新進 |
| Two Sigma Securities, LLC | 14,452 | $37.3 萬 | 0.05% | +14,452 | 新進 |
| CIBC Asset Management Inc | 14,477 | $37.4 萬 | 0.00% | +14+0.1% | 加碼 |
| ProShare Advisors LLC | 14,554 | $37.6 萬 | 0.00% | +4,571+45.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 14,939 | $38.6 萬 | 0.01% | −431−2.8% | 減碼 |
| First Manhattan Co | 14,950 | $38.6 萬 | 0.00% | 00.0% | 不變 |
| Tranquility Partners, LLC | 14,970 | $38.7 萬 | 0.22% | +821+5.8% | 加碼 |
| TD Waterhouse Canada Inc. | 13,448 | $38.7 萬 | 0.00% | +13,448 | 新進 |
| Snowden Capital Advisors LLC | 15,033 | $38.8 萬 | 0.02% | −7,476−33.2% | 減碼 |
| Roosevelt Investment Group LLC | 15,000 | $38.8 萬 | 0.03% | +5,000+50.0% | 加碼 |
| CSS LLC | 15,000 | $38.8 萬 | 0.02% | +15,000 | 新進 |
| Ameritas Investment Partners, Inc. | 15,500 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 15,520 | $40.1 萬 | 0.28% | +2,500+19.2% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $40.6 萬 | 0.06% | −180−1.1% | 減碼 |
| Kestra Advisory Services, LLC | 15,786 | $40.8 萬 | 0.00% | +15,786 | 新進 |
| Maryland State Retirement & Pension System | 15,934 | $41.2 萬 | 0.03% | 00.0% | 不變 |
| Carson Advisory Inc. | 16,050 | $41.5 萬 | 0.46% | +500+3.2% | 加碼 |
| Toroso Investments, LLC | 16,214 | $41.9 萬 | 0.02% | +2,343+16.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 16,295 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 16,735 | $43.2 萬 | 0.17% | +417+2.6% | 加碼 |
| Steel Peak Wealth Management LLC | 16,960 | $43.8 萬 | 0.03% | +260+1.6% | 加碼 |
| AdvisorNet Financial, Inc | 17,216 | $44.5 萬 | 0.04% | +345+2.0% | 加碼 |
| Cresset Asset Management, LLC | 17,265 | $44.6 萬 | 0.01% | −30−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 17,354 | $44.8 萬 | 0.00% | +4,470+34.7% | 加碼 |
| Gibraltar Capital Management, Inc. | 17,966 | $46.4 萬 | 0.24% | +17,966 | 新進 |
| Dividend Assets Capital, LLC | 18,200 | $47.0 萬 | 0.11% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 18,200 | $47.0 萬 | 0.00% | +18,200 | 新進 |
| SG Americas Securities, LLC | 18,260 | $47.2 萬 | 0.01% | +1,349+8.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,582 | $48.0 萬 | 0.03% | −361−1.9% | 減碼 |
| Zhang Financial LLC | 18,672 | $48.2 萬 | 0.07% | +1,885+11.2% | 加碼 |
| CenterStar Asset Management, LLC | – | $49.2 萬 | 0.86% | – | 新進 |
| Garrison Bradford & Associates Inc | 19,117 | $49.4 萬 | 0.60% | −584−3.0% | 減碼 |
| British Columbia Investment Management Corp | 19,210 | $49.6 萬 | 0.01% | −3,519−15.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 19,231 | $49.7 萬 | 0.01% | −2,000−9.4% | 減碼 |
| FORA Capital, LLC | 19,953 | $51.6 萬 | 0.10% | +6,712+50.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $51.9 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 20,369 | $52.7 萬 | 0.00% | −13,676−40.2% | 減碼 |
| Weik Capital Management | 20,575 | $53.2 萬 | 0.27% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 21,116 | $54.6 萬 | 0.02% | −1,246−5.6% | 減碼 |
| JustInvest LLC | 21,850 | $56.5 萬 | 0.03% | −1,703−7.2% | 減碼 |
| National Asset Management, Inc. | 22,448 | $58.0 萬 | 0.02% | +491+2.2% | 加碼 |
| Kercheville Advisors, LLC | 22,600 | $58.4 萬 | 0.60% | −6,200−21.5% | 減碼 |
| Nissay Asset Management Corp | 22,835 | $59.0 萬 | 0.01% | +1,134+5.2% | 加碼 |
| Principal Financial Group Inc | 22,924 | $59.2 萬 | 0.00% | −3,277−12.5% | 減碼 |
| Prudential Financial Inc | 22,935 | $59.3 萬 | 0.00% | −32,817−58.9% | 減碼 |
| Standard Life Aberdeen plc | 23,187 | $59.9 萬 | 0.00% | +5,152+28.6% | 加碼 |
| Wolverine Trading, LLC | 22,848 | $60.0 萬 | 0.02% | −23,070−50.2% | 減碼 |
| North Star Investment Management Corp. | 23,214 | $60.0 萬 | 0.06% | +2,407+11.6% | 加碼 |