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 |
|---|---|---|---|---|---|
| Creative Planning | 10,045 | $26.0 萬 | 0.00% | +33+0.3% | 加碼 |
| Northeast Investment Management | 9,811 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 9,754 | $25.2 萬 | 0.01% | −959−9.0% | 減碼 |
| Kovack Advisors, Inc. | 9,732 | $25.1 萬 | 0.04% | +671+7.4% | 加碼 |
| Colony Group LLC | 9,645 | $24.9 萬 | 0.00% | −5,020−34.2% | 減碼 |
| Fiduciary Group LLC | 8,300 | $24.4 萬 | 0.03% | +200+2.5% | 加碼 |
| Wellington Management Group LLP | 9,318 | $24.1 萬 | 0.00% | +1,068+12.9% | 加碼 |
| Apollon Wealth Management, LLC | 9,277 | $24.0 萬 | 0.02% | +1,352+17.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,242 | $23.8 萬 | 0.17% | +1,761+23.5% | 加碼 |
| Fort Sheridan Advisors LLC | 9,000 | $23.3 萬 | 0.08% | +1,250+16.1% | 加碼 |
| Moors & Cabot, Inc. | 8,903 | $23.0 萬 | 0.02% | +425+5.0% | 加碼 |
| Mariner, LLC | 8,859 | $22.9 萬 | 0.00% | +8,859 | 新進 |
| 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 |
| Visionary Wealth Advisors | 8,640 | $22.3 萬 | 0.02% | −974−10.1% | 減碼 |
| Private Advisor Group, LLC | 8,425 | $21.8 萬 | 0.00% | −43,780−83.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,279 | $21.4 萬 | 0.00% | −145−1.7% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $21.2 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,136 | $21.0 萬 | 0.00% | +1,201+17.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,988 | $20.6 萬 | 0.00% | −57,512−87.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 7,954 | $20.5 萬 | 0.04% | −961−10.8% | 減碼 |
| EdgeRock Capital LLC | 7,491 | $19.4 萬 | 0.11% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 6,950 | $18.0 萬 | 0.03% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,896 | $17.8 萬 | 0.01% | −1,991−22.4% | 減碼 |
| Acadian Asset Management LLC | 6,682 | $17.2 萬 | 0.00% | +6,682 | 新進 |
| FIL Ltd | 6,421 | $16.6 萬 | 0.00% | +6,421 | 新進 |
| Exos TFP Holdings LLC | 6,204 | $16.0 萬 | 0.07% | +6,204 | 新進 |
| Spirit of America Management Corp | 6,050 | $15.6 萬 | 0.04% | 00.0% | 不變 |
| Leonteq Securities AG | 5,878 | $15.2 萬 | 0.01% | +1,607+37.6% | 加碼 |
| Highlander Capital Management, LLC | 5,400 | $14.0 萬 | 0.08% | +1,250+30.1% | 加碼 |
| American Portfolios Advisors | 4,744 | $12.3 萬 | 0.01% | +689+17.0% | 加碼 |
| Wellington Shields & Co., LLC | 4,690 | $12.1 萬 | 0.05% | −1,815−27.9% | 減碼 |
| Vestcor Inc | 4,684 | $12.1 萬 | 0.00% | +123+2.7% | 加碼 |
| IFP Advisors, Inc | 3,126 | $11.5 萬 | 0.00% | +51+1.7% | 加碼 |
| Ossiam | 4,357 | $11.3 萬 | 0.00% | +3,735+600.5% | 加碼 |
| Storebrand Asset Management AS | 4,337 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 4,258 | $11.0 萬 | 0.00% | −103−2.4% | 減碼 |
| Seeyond | 4,107 | $10.6 萬 | 0.01% | −7,602−64.9% | 減碼 |
| Twin Tree Management, LP | 4,079 | $10.5 萬 | 0.00% | −227,873−98.2% | 減碼 |
| Covestor Ltd | 4,024 | $10.4 萬 | 0.09% | +3,733+1,282.8% | 加碼 |
| Pittenger & Anderson Inc | 4,000 | $10.3 萬 | 0.01% | +4,000 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $10.3 萬 | 0.03% | +4,000 | 新進 |
| Motco | 3,667 | $9.50 萬 | 0.01% | +3,667 | 新進 |
| Altshuler Shaham Ltd | 3,333 | $8.70 萬 | 0.00% | −386−10.4% | 減碼 |
| KBC Group NV | 3,211 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 3,089 | $8.00 萬 | 0.00% | −1,017−24.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,114 | $8.00 萬 | 0.02% | +370+13.5% | 加碼 |
| Sandy Spring Bank | 3,066 | $7.90 萬 | 0.01% | +148+5.1% | 加碼 |
| Arlington Partners LLC | 2,852 | $7.40 萬 | 0.03% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 2,490 | $6.40 萬 | 0.04% | +65+2.7% | 加碼 |
| Larson Financial Group LLC | 2,455 | $6.30 萬 | 0.01% | +2,455 | 新進 |
| Proequities, Inc. | 2,345 | $6.10 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 2,368 | $6.10 萬 | 0.00% | +646+37.5% | 加碼 |
| Banque Cantonale Vaudoise | 2,300 | $5.90 萬 | 0.00% | −16,200−87.6% | 減碼 |
| American International Group, Inc. | 2,172 | $5.60 萬 | 0.00% | +6+0.3% | 加碼 |
| Fifth Third Bancorp | 2,185 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 2,057 | $5.30 萬 | 0.01% | +6+0.3% | 加碼 |
| Tower View Investment Management & Research LLC | 2,019 | $5.20 萬 | 0.04% | +19+1.0% | 加碼 |
| Anchor Investment Management, LLC | 2,000 | $5.17 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,627 | $4.20 萬 | 0.01% | +923+131.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,571 | $4.10 萬 | 0.00% | −160−9.2% | 減碼 |
| Bogart Wealth, LLC | 1,525 | $3.90 萬 | 0.00% | −71−4.4% | 減碼 |
| Ameliora Wealth Management Ltd. | 1,500 | $3.80 萬 | 0.02% | +1,500 | 新進 |
| Edmond de Rothschild Holding S.A. | 1,295 | $3.40 萬 | 0.00% | −8,517−86.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,300 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 1,150 | $2.90 萬 | 0.00% | −134−10.4% | 減碼 |
| Washington Trust Co | 1,000 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,000 | $2.60 萬 | 0.00% | +700+233.3% | 加碼 |
| Denali Advisors LLC | 835 | $2.20 萬 | 0.01% | −200−19.3% | 減碼 |
| Burleson & Company, LLC | 600 | $1.60 萬 | 0.00% | −10−1.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 600 | $1.60 萬 | 0.01% | +600 | 新進 |
| Gould Capital, LLC | 544 | $1.40 萬 | 0.01% | +5+0.9% | 加碼 |
| Bray Capital Advisors | 500 | $1.30 萬 | 0.00% | +500 | 新進 |
| Loomis Sayles & Co L P | 426 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 432 | $1.10 萬 | 0.01% | −856−66.5% | 減碼 |
| Global Retirement Partners, LLC | 346 | $1.00 萬 | 0.00% | +46+15.3% | 加碼 |
| Axiom Investment Management LLC | 400 | $1.00 萬 | 0.02% | +400 | 新進 |
| Riverview Trust Co | 398 | $1.00 萬 | 0.01% | +398 | 新進 |
| Plante Moran Financial Advisors, LLC | 321 | $8,000 | 0.00% | +1+0.3% | 加碼 |
| GHP Investment Advisors, Inc. | 295 | $8,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 300 | $8,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 300 | $8,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 326 | $8,000 | 0.00% | +326 | 新進 |
| Parallel Advisors, LLC | 255 | $7,000 | 0.00% | −52−16.9% | 減碼 |
| CVA Family Office, LLC | 270 | $7,000 | 0.00% | +25+10.2% | 加碼 |
| Credit Agricole S A | 232 | $6,000 | 0.00% | −56,336−99.6% | 減碼 |
| Ellevest, Inc. | 224 | $6,000 | 0.00% | −218−49.3% | 減碼 |
| Meeder Asset Management Inc | 213 | $6,000 | 0.00% | −73−25.5% | 減碼 |
| Johnson Financial Group, Inc. | 219 | $6,000 | 0.00% | +219 | 新進 |
| Glen Eagle Advisors, LLC | 200 | $5,168 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 193 | $5,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 141 | $4,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 101 | $3,000 | 0.00% | −1,476−93.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3,000 | 0.00% | −500−83.3% | 減碼 |
| Parkside Financial Bank & Trust | 87 | $2,000 | 0.00% | +27+45.0% | 加碼 |
| Private Trust Co NA | 64 | $2,000 | 0.00% | +32+100.0% | 加碼 |
| Bell Investment Advisors, Inc | 85 | $2,000 | 0.00% | +50+142.9% | 加碼 |
| Massmutual Trust Co FSB | 82 | $2,000 | 0.00% | +82 | 新進 |