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 4 季 13F 持有人
Carlyle Group Inc. 在 2022/12/31 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
- 429
- 較 2022 年第 3 季 +18 家
- 持有股數
- 2.00 億
- 較 2022 年第 3 季 +656.0 萬 (+3.4%)
- 總市值
- $59.8 億
- 較 2022 年第 3 季 +$9.69 億 (+19.3%)
- 新進機構
- 83
- 另有 165 家加碼
- 清倉機構
- 65
- 另有 120 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 153,948 | $459.4 萬 | 0.00% | −53,071−25.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 151,065 | $450.8 萬 | 0.06% | +25,800+20.6% | 加碼 |
| TD Asset Management Inc | 149,639 | $446.5 萬 | 0.01% | −8,490−5.4% | 減碼 |
| SOL Capital Management CO | 146,330 | $436.6 萬 | 0.77% | +14,370+10.9% | 加碼 |
| Equitable Trust Co | 140,922 | $420.5 萬 | 0.33% | −59,748−29.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 133,192 | $397.4 萬 | 0.02% | +133,192 | 新進 |
| Ensign Peak Advisors, Inc | 131,385 | $392.1 萬 | 0.01% | −3,150−2.3% | 減碼 |
| Callodine Capital Management, LP | 125,000 | $373.0 萬 | 1.13% | +125,000 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 121,224 | $361.7 萬 | 0.01% | +3,792+3.2% | 加碼 |
| State of Wisconsin Investment Board | 118,673 | $354.1 萬 | 0.01% | −2,711−2.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 117,780 | $351.5 萬 | 0.01% | −2,672−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 116,969 | $349.0 萬 | 0.01% | +25,359+27.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 116,854 | $348.7 萬 | 0.03% | −601,145−83.7% | 減碼 |
| Citigroup Inc | 116,748 | $348.4 萬 | 0.00% | −10,928−8.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 115,876 | $345.8 萬 | 0.01% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 115,319 | $344.1 萬 | 0.42% | −197−0.2% | 減碼 |
| Andra AP-fonden | 114,400 | $341.4 萬 | 0.10% | +20,500+21.8% | 加碼 |
| Gillson Capital LP | 112,142 | $334.6 萬 | 0.25% | −35,934−24.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 110,643 | $330.2 萬 | 0.09% | +2,638+2.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 109,316 | $326.2 萬 | 0.01% | +3,664+3.5% | 加碼 |
| Commonwealth Equity Services, LLC | 108,332 | $323.2 萬 | 0.01% | −3,831−3.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 108,168 | $322.8 萬 | 0.01% | −115,287−51.6% | 減碼 |
| Public Employees Retirement System of Ohio | 107,470 | $320.7 萬 | 0.01% | +64+0.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 105,599 | $315.1 萬 | 0.60% | +17,779+20.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 105,212 | $314.0 萬 | 0.01% | +12,160+13.1% | 加碼 |
| Pictet Asset Management SA | 103,340 | $308.3 萬 | 0.00% | +24,471+31.0% | 加碼 |
| Engineers Gate Manager LP | 100,351 | $299.4 萬 | 0.18% | −39,225−28.1% | 減碼 |
| Ameriprise Financial Inc | 100,020 | $298.4 萬 | 0.00% | −54,775−35.4% | 減碼 |
| Stifel Financial Corp | 90,018 | $268.6 萬 | 0.00% | +11,227+14.2% | 加碼 |
| Treasurer of the State of North Carolina | 89,864 | $268.2 萬 | 0.02% | −22,624−20.1% | 減碼 |
| LPL Financial LLC | 85,055 | $253.8 萬 | 0.00% | −11,026−11.5% | 減碼 |
| Toronto Dominion Bank | 84,368 | $251.7 萬 | 0.00% | +6,165+7.9% | 加碼 |
| Texas Yale Capital Corp. | 82,273 | $245.5 萬 | 0.14% | −1,745−2.1% | 減碼 |
| Royce & Associates LP | 82,080 | $244.9 萬 | 0.03% | +75+0.1% | 加碼 |
| Asset Management One Co.,Ltd. | 79,924 | $241.5 萬 | 0.01% | +249+0.3% | 加碼 |
| Jane Street Group, LLC | 80,914 | $241.4 萬 | 0.00% | +36,727+83.1% | 加碼 |
| Gotham Asset Management, LLC | 80,340 | $239.7 萬 | 0.07% | +55,771+227.0% | 加碼 |
| Korea Investment CORP | 79,524 | $237.3 萬 | 0.01% | +7,945+11.1% | 加碼 |
| Sierra Capital LLC | 78,149 | $233.2 萬 | 0.40% | +1,127+1.5% | 加碼 |
| Mesirow Institutional Investment Management, Inc. | 77,475 | $231.2 萬 | 0.30% | +21,785+39.1% | 加碼 |
| Fred Alger Management, LLC | 75,395 | $225.0 萬 | 0.01% | +44,835+146.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 75,094 | $224.1 萬 | 0.64% | −1,503−2.0% | 減碼 |
| Stephens Inc | 73,781 | $220.2 萬 | 0.05% | −1,085−1.4% | 減碼 |
| Russell Investments Group, Ltd. | 71,085 | $213.0 萬 | 0.00% | −14,384−16.8% | 減碼 |
| Macquarie Group Ltd | 70,991 | $211.9 萬 | 0.00% | 00.0% | 不變 |
| Prana Capital Management, LP | 69,995 | $208.9 萬 | 0.16% | −581,964−89.3% | 減碼 |
| Swedbank AB | 66,643 | $198.9 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,063 | $195.1 萬 | 0.01% | +14,000+27.4% | 加碼 |
| Royal London Asset Management Ltd | 64,128 | $191.4 萬 | 0.01% | +20,521+47.1% | 加碼 |
| Teacher Retirement System of Texas | 64,016 | $191.0 萬 | 0.01% | −64,963−50.4% | 減碼 |
| Alaska Permanent Fund Corp | 63,700 | $190.1 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 62,680 | $187.0 萬 | 0.00% | +77+0.1% | 加碼 |
| Augustine Asset Management Inc | 61,307 | $182.9 萬 | 1.01% | −2,373−3.7% | 減碼 |
| Amalgamated Bank | 60,529 | $180.6 萬 | 0.02% | +22,724+60.1% | 加碼 |
| Kames Capital plc | 60,170 | $179.5 萬 | 0.03% | +12,891+27.3% | 加碼 |
| Hennessy Advisors Inc | 59,500 | $177.5 萬 | 0.12% | −3,800−6.0% | 減碼 |
| Achmea Investment Management B.V. | 62,436 | $174.6 萬 | 0.06% | +31,218+100.0% | 加碼 |
| Arizona State Retirement System | 56,251 | $167.9 萬 | 0.02% | +1,635+3.0% | 加碼 |
| US Bancorp | 55,576 | $165.8 萬 | 0.00% | +228+0.4% | 加碼 |
| Wolf Group Capital Advisors | 54,843 | $163.7 萬 | 0.77% | +54,843 | 新進 |
| Capula Management Ltd | 52,200 | $155.8 萬 | 0.16% | +52,200 | 新進 |
| Nomura Asset Management Co Ltd | 51,645 | $154.1 萬 | 0.01% | +3,891+8.1% | 加碼 |
| Janus Henderson Group PLC | 50,780 | $151.5 萬 | 0.00% | +50,780 | 新進 |
| Cerity Partners LLC | 50,067 | $149.4 萬 | 0.01% | −6,694−11.8% | 減碼 |
| Sigma Planning Corp | 49,778 | $148.5 萬 | 0.05% | +274+0.6% | 加碼 |
| First Republic Investment Management, Inc. | 49,730 | $148.4 萬 | 0.00% | −591,449−92.2% | 減碼 |
| Guild Investment Management, Inc. | 49,330 | $147.2 萬 | 2.52% | +49,330 | 新進 |
| Capital Management Associates | 49,232 | $146.9 萬 | 2.18% | +1,822+3.8% | 加碼 |
| Bleakley Financial Group, LLC | 49,064 | $146.4 萬 | 0.05% | +49,064 | 新進 |
| CI Private Wealth, LLC | 48,639 | $145.1 萬 | 0.01% | +48,639 | 新進 |
| Truist Financial Corp | 47,678 | $142.3 萬 | 0.00% | −58,052−54.9% | 減碼 |
| IFM Investors Pty Ltd | 47,385 | $141.4 萬 | 0.02% | +5,250+12.5% | 加碼 |
| KBC Group NV | 47,215 | $140.9 萬 | 0.01% | +44,004+1,370.4% | 加碼 |
| Advisor Group Holdings, Inc. | 46,729 | $139.3 萬 | 0.00% | +6,830+17.1% | 加碼 |
| Alps Advisors Inc | 44,700 | $133.4 萬 | 0.01% | −6,100−12.0% | 減碼 |
| Teza Capital Management LLC | 43,595 | $130.1 萬 | 0.25% | +7,984+22.4% | 加碼 |
| United Capital Financial Advisers, LLC | 43,225 | $129.0 萬 | 0.01% | +659+1.5% | 加碼 |
| STRS Ohio | 43,000 | $128.3 萬 | 0.01% | 00.0% | 不變 |
| Tredje AP-fonden | 40,174 | $119.9 萬 | 0.02% | +5,372+15.4% | 加碼 |
| Mercer Global Advisors Inc | 40,164 | $119.8 萬 | 0.01% | −440−1.1% | 減碼 |
| MMBG Investment Advisors Co. | 40,000 | $119.4 萬 | 0.16% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 39,773 | $118.7 萬 | 0.02% | −2,262−5.4% | 減碼 |
| ExodusPoint Capital Management, LP | 39,754 | $118.6 萬 | 0.02% | +39,754 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,560 | $112.1 萬 | 0.01% | +12,539+50.1% | 加碼 |
| Utah Retirement Systems | 37,100 | $110.7 萬 | 0.02% | 00.0% | 不變 |
| WBI Investments | 36,826 | $109.9 萬 | 0.24% | +36,826 | 新進 |
| Illinois Municipal Retirement Fund | 35,688 | $106.5 萬 | 0.02% | +12,078+51.2% | 加碼 |
| Concentric Capital Strategies, LP | 35,491 | $105.9 萬 | 0.53% | +35,491 | 新進 |
| Susquehanna International Group, LLP | 35,123 | $104.8 萬 | 0.00% | −91,014−72.2% | 減碼 |
| Park Circle Co | 34,765 | $103.7 萬 | 1.01% | +34,765 | 新進 |
| Herbst Group, LLC | 34,651 | $103.4 萬 | 0.84% | −399−1.1% | 減碼 |
| GFG Capital, LLC | 33,542 | $100.1 萬 | 0.23% | −1,087−3.1% | 減碼 |
| D.A. Davidson & Co. | 33,422 | $99.7 萬 | 0.01% | +300+0.9% | 加碼 |
| Mariner, LLC | 33,397 | $99.7 萬 | 0.00% | +24,538+277.0% | 加碼 |
| Stamos Capital Partners, L.P. | 33,180 | $99.0 萬 | 0.31% | +33,180 | 新進 |
| Waterfront Wealth Inc. | 27,840 | $98.6 萬 | 0.34% | −600−2.1% | 減碼 |
| Kendall Capital Management | 31,662 | $94.5 萬 | 0.48% | +6,370+25.2% | 加碼 |
| Epoch Investment Partners, Inc. | 30,865 | $92.1 萬 | 0.01% | −1,118−3.5% | 減碼 |
| Handelsbanken Fonder AB | 30,700 | $91.6 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 30,247 | $90.2 萬 | 0.00% | +30,247 | 新進 |