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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 29,207 | $87.2 萬 | 0.01% | −124−0.4% | 減碼 |
| Emfo, LLC | 28,725 | $85.7 萬 | 0.86% | +500+1.8% | 加碼 |
| HighTower Advisors, LLC | 28,149 | $84.3 萬 | 0.00% | +3,051+12.2% | 加碼 |
| Jeppson Wealth Management, LLC | 28,246 | $84.3 萬 | 0.35% | −199−0.7% | 減碼 |
| Banque Pictet & Cie SA | 28,000 | $83.6 萬 | 0.01% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 26,876 | $82.9 萬 | 0.00% | −496−1.8% | 減碼 |
| Voya Investment Management LLC | 27,616 | $82.4 萬 | 0.00% | −3,820−12.2% | 減碼 |
| Pinebridge Investments, L.P. | 26,636 | $79.5 萬 | 0.01% | +26,636 | 新進 |
| The PNC Financial Services Group, Inc. | 26,318 | $78.5 萬 | 0.00% | −2,053−7.2% | 減碼 |
| Alpha Paradigm Partners, LLC | 25,750 | $76.8 萬 | 0.32% | +25,750 | 新進 |
| Hoertkorn Richard Charles | 25,300 | $75.5 萬 | 0.40% | +25,300 | 新進 |
| 1832 Asset Management L.P. | 25,251 | $75.3 萬 | 0.00% | −3,542−12.3% | 減碼 |
| Moody National Bank Trust Division | 24,599 | $73.4 萬 | 0.06% | −145−0.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,483 | $73.1 萬 | 0.11% | +24,483 | 新進 |
| Gofen & Glossberg LLC | 24,400 | $72.8 萬 | 0.02% | −13,350−35.4% | 減碼 |
| Standard Life Aberdeen plc | 23,845 | $71.2 萬 | 0.00% | +658+2.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 23,698 | $70.7 萬 | 0.01% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 23,500 | $70.1 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 23,122 | $69.0 萬 | 0.02% | +674+3.0% | 加碼 |
| SEI Investments Co | 22,557 | $67.4 萬 | 0.00% | +2,188+10.7% | 加碼 |
| Nissay Asset Management Corp | 21,922 | $65.4 萬 | 0.01% | −913−4.0% | 減碼 |
| Burns Matteson Capital Management, LLC | 21,462 | $64.0 萬 | 0.42% | +21,462 | 新進 |
| Public Sector Pension Investment Board | 21,341 | $63.7 萬 | 0.01% | +3,141+17.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 20,984 | $62.6 萬 | 0.00% | +3,630+20.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 20,088 | $59.9 萬 | 0.25% | +20,088 | 新進 |
| Levin Capital Strategies, L.P. | 20,000 | $59.7 萬 | 0.08% | +20,000 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 19,862 | $59.3 萬 | 0.02% | −1,254−5.9% | 減碼 |
| Principal Financial Group Inc | 19,709 | $58.8 萬 | 0.00% | −3,215−14.0% | 減碼 |
| Weik Capital Management | 19,660 | $58.7 萬 | 0.27% | −915−4.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 19,236 | $57.4 萬 | 0.03% | +654+3.5% | 加碼 |
| Gibraltar Capital Management, Inc. | 19,209 | $57.3 萬 | 0.27% | +1,243+6.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 19,069 | $56.9 萬 | 0.00% | +8,775+85.2% | 加碼 |
| Zhang Financial LLC | 18,975 | $56.6 萬 | 0.07% | +303+1.6% | 加碼 |
| Dark Forest Capital Management LP | 18,927 | $56.5 萬 | 0.14% | +18,927 | 新進 |
| North Star Investment Management Corp. | 18,740 | $55.9 萬 | 0.05% | −4,474−19.3% | 減碼 |
| Dividend Assets Capital, LLC | 18,200 | $54.3 萬 | 0.12% | 00.0% | 不變 |
| Magnetar Financial LLC | 18,008 | $53.7 萬 | 0.01% | −11,963−39.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 17,701 | $52.8 萬 | 0.01% | −1,530−8.0% | 減碼 |
| Van Eck Associates Corp | 17,678 | $52.7 萬 | 0.00% | +6,999+65.5% | 加碼 |
| British Columbia Investment Management Corp | 17,543 | $52.3 萬 | 0.01% | −1,667−8.7% | 減碼 |
| Vident Investment Advisory, LLC | 17,418 | $52.0 萬 | 0.02% | +17,418 | 新進 |
| Ethic Inc. | 16,980 | $50.7 萬 | 0.03% | +3,632+27.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 16,898 | $50.4 萬 | 0.00% | −198,844−92.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,876 | $50.4 萬 | 0.01% | +16,876 | 新進 |
| Garrison Bradford & Associates Inc | 16,836 | $50.2 萬 | 0.61% | −2,281−11.9% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 16,702 | $49.8 萬 | 0.06% | +16,702 | 新進 |
| ProShare Advisors LLC | 16,671 | $49.7 萬 | 0.00% | +2,117+14.5% | 加碼 |
| Viawealth, LLC | 15,211 | $49.4 萬 | 0.41% | +15,211 | 新進 |
| Toroso Investments, LLC | 16,518 | $49.3 萬 | 0.02% | +304+1.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 16,295 | $48.6 萬 | 0.01% | 00.0% | 不變 |
| Carson Advisory Inc. | 15,935 | $47.5 萬 | 0.46% | −115−0.7% | 減碼 |
| Maryland State Retirement & Pension System | 15,934 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 14,516 | $47.0 萬 | 0.01% | +1,068+7.9% | 加碼 |
| Snowden Capital Advisors LLC | 15,743 | $47.0 萬 | 0.02% | +710+4.7% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 15,520 | $46.3 萬 | 0.31% | 00.0% | 不變 |
| JustInvest LLC | 15,116 | $45.1 萬 | 0.02% | −6,734−30.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 14,939 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 14,729 | $44.0 萬 | 0.01% | +399+2.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,728 | $43.9 萬 | 0.00% | +6,740+84.4% | 加碼 |
| M&T Bank Corp | 14,607 | $43.6 萬 | 0.00% | +2,633+22.0% | 加碼 |
| First Manhattan Co | 14,300 | $42.7 萬 | 0.00% | −650−4.3% | 減碼 |
| O'Rourke & Company, Inc | 14,270 | $42.6 萬 | 0.34% | −116−0.8% | 減碼 |
| Fort Point Capital Partners LLC | 14,260 | $42.6 萬 | 0.07% | +600+4.4% | 加碼 |
| Prudential PLC | 14,178 | $42.3 萬 | 0.01% | +14,178 | 新進 |
| Westpac Banking Corp | 13,824 | $41.3 萬 | 0.01% | 00.0% | 不變 |
| Carret Asset Management, LLC | 13,500 | $40.3 萬 | 0.06% | +1,400+11.6% | 加碼 |
| Arete Wealth Advisors, LLC | 13,329 | $39.8 萬 | 0.04% | +537+4.2% | 加碼 |
| Blair William & Co | 13,236 | $39.5 萬 | 0.00% | +13,236 | 新進 |
| Apollon Wealth Management, LLC | 13,235 | $39.5 萬 | 0.03% | +3,958+42.7% | 加碼 |
| Duality Advisers, LP | 13,078 | $39.0 萬 | 0.04% | +13,078 | 新進 |
| Power Corp of Canada | 12,870 | $38.4 萬 | 0.07% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 12,753 | $38.1 萬 | 0.06% | +22+0.2% | 加碼 |
| Cresset Asset Management, LLC | 17,284 | $37.5 萬 | 0.00% | +19+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 12,505 | $37.3 萬 | 0.00% | −3,281−20.8% | 減碼 |
| Guinness Asset Management LTD | 12,078 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,890 | $35.5 萬 | 0.02% | 00.0% | 不變 |
| Nordea Investment Management AB | 11,815 | $35.4 萬 | 0.00% | +241+2.1% | 加碼 |
| Ameritas Advisory Services, LLC | 11,664 | $34.8 萬 | 0.02% | +729+6.7% | 加碼 |
| Collective Family Office LLC | 11,400 | $34.0 萬 | 0.15% | −3,000−20.8% | 減碼 |
| Daiwa Securities Group Inc. | 11,373 | $33.9 萬 | 0.00% | +600+5.6% | 加碼 |
| Allstate Corp | 11,005 | $32.8 萬 | 0.01% | +11,005 | 新進 |
| Allstate Investment Management Co | 11,005 | $32.8 萬 | 0.01% | +11,005 | 新進 |
| Fort Sheridan Advisors LLC | 10,800 | $32.2 萬 | 0.10% | +1,800+20.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,784 | $32.2 萬 | 0.00% | −1,900−15.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,677 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Slow Capital, Inc. | 10,657 | $31.8 萬 | 0.07% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 10,600 | $31.6 萬 | 0.39% | 00.0% | 不變 |
| CIBC Asset Management Inc | 10,557 | $31.5 萬 | 0.00% | −3,920−27.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $31.3 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 10,369 | $30.9 萬 | 0.00% | +206+2.0% | 加碼 |
| Assetmark, Inc | 10,355 | $30.9 萬 | 0.00% | −358−3.3% | 減碼 |
| Maltese Capital Management LLC | 10,000 | $29.8 萬 | 0.08% | +10,000 | 新進 |
| Mirador Capital Partners LP | 9,911 | $29.6 萬 | 0.07% | −2,217−18.3% | 減碼 |
| Stiles Financial Services Inc | 9,896 | $29.5 萬 | 0.17% | +9,896 | 新進 |
| Group One Trading, L.P. | 9,867 | $29.4 萬 | 0.01% | +9,867 | 新進 |
| Northeast Investment Management | 9,811 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 9,725 | $29.0 萬 | 0.05% | +1,771+22.3% | 加碼 |
| Sawtooth Solutions, LLC | 9,609 | $28.7 萬 | 0.04% | −3,131−24.6% | 減碼 |