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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 9,531 | $28.4 萬 | 0.03% | −2,100−18.1% | 減碼 |
| Kovack Advisors, Inc. | 9,519 | $28.4 萬 | 0.04% | −213−2.2% | 減碼 |
| Capital Investment Counsel, Inc | 9,350 | $27.9 萬 | 0.07% | +9,350 | 新進 |
| Acadian Asset Management LLC | 9,333 | $27.8 萬 | 0.00% | +2,651+39.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 9,164 | $27.3 萬 | 0.18% | −78−0.8% | 減碼 |
| Visionary Wealth Advisors | 8,840 | $26.4 萬 | 0.02% | +200+2.3% | 加碼 |
| Creative Planning | 8,816 | $26.3 萬 | 0.00% | −1,229−12.2% | 減碼 |
| E&G Advisors, LP | 8,800 | $26.3 萬 | 0.10% | 00.0% | 不變 |
| Private Advisor Group, LLC | 14,833 | $26.1 萬 | 0.01% | +6,408+76.1% | 加碼 |
| Moors & Cabot, Inc. | 8,678 | $25.9 萬 | 0.02% | −225−2.5% | 減碼 |
| Bayesian Capital Management, LP | 8,632 | $25.8 萬 | 0.04% | +8,632 | 新進 |
| Colony Group LLC | 8,520 | $25.4 萬 | 0.00% | −1,125−11.7% | 減碼 |
| Fiduciary Group LLC | 8,300 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 8,217 | $24.5 萬 | 0.00% | −62−0.7% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 7,995 | $23.9 萬 | 0.09% | +7,995 | 新進 |
| Global Assets Advisory, LLC | 7,869 | $23.5 萬 | 0.25% | −159−2.0% | 減碼 |
| Cetera Investment Advisers | 7,824 | $23.3 萬 | 0.00% | +7,824 | 新進 |
| AE Wealth Management LLC | 7,773 | $23.2 萬 | 0.00% | +7,773 | 新進 |
| Northwestern Mutual Wealth Management Co | 7,599 | $22.7 萬 | 0.00% | +6,028+383.7% | 加碼 |
| EdgeRock Capital LLC | 7,491 | $22.4 萬 | 0.12% | 00.0% | 不變 |
| Glenview Trust Co | 7,500 | $22.4 萬 | 0.01% | +7,500 | 新進 |
| Raymond James Trust N.A. | 7,467 | $22.3 萬 | 0.01% | +7,467 | 新進 |
| NewEdge Wealth, LLC | 7,472 | $22.3 萬 | 0.01% | +7,472 | 新進 |
| Williams Jones Wealth Management, LLC. | 7,308 | $21.8 萬 | 0.00% | +7,308 | 新進 |
| Xponance, Inc. | 7,296 | $21.8 萬 | 0.00% | +7,296 | 新進 |
| Exos TFP Holdings LLC | 7,147 | $21.3 萬 | 0.06% | +943+15.2% | 加碼 |
| Keebeck Wealth Management, LLC | 7,065 | $21.1 萬 | 0.04% | +7,065 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 7,057 | $21.1 萬 | 0.00% | +7,057 | 新進 |
| SMH Capital Advisors Inc | 6,864 | $20.5 萬 | 0.30% | +6,864 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 6,856 | $20.5 萬 | 0.18% | +6,856 | 新進 |
| Twin Tree Management, LP | 6,812 | $20.3 萬 | 0.01% | +2,733+67.0% | 加碼 |
| Swiss Life Asset Management Ltd | 6,736 | $20.2 萬 | 0.00% | +6,736 | 新進 |
| Harbor Investment Advisory, LLC | 6,750 | $20.1 萬 | 0.03% | −200−2.9% | 減碼 |
| FJ Capital Management LLC | 6,733 | $20.1 萬 | 0.02% | −45,267−87.1% | 減碼 |
| Leonteq Securities AG | 6,623 | $19.8 萬 | 0.01% | +745+12.7% | 加碼 |
| Spirit of America Management Corp | 6,050 | $18.1 萬 | 0.04% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 5,400 | $16.1 萬 | 0.08% | 00.0% | 不變 |
| Umb Bank N A | 5,054 | $15.1 萬 | 0.00% | −6,716−57.1% | 減碼 |
| Pittenger & Anderson Inc | 5,000 | $14.9 萬 | 0.01% | +1,000+25.0% | 加碼 |
| IFP Advisors, Inc | 4,227 | $14.1 萬 | 0.00% | +1,101+35.2% | 加碼 |
| Vestcor Inc | 4,684 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Storebrand Asset Management AS | 4,337 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 4,278 | $12.8 萬 | 0.00% | +20+0.5% | 加碼 |
| Altshuler Shaham Ltd | 3,775 | $11.3 萬 | 0.00% | +442+13.3% | 加碼 |
| Covestor Ltd | 3,766 | $11.2 萬 | 0.09% | −258−6.4% | 減碼 |
| Ci Investments Inc. | 3,768 | $11.2 萬 | 0.00% | +3,754+26,814.3% | 加碼 |
| Ossiam | 3,735 | $11.1 萬 | 0.00% | −622−14.3% | 減碼 |
| Walleye Trading LLC | 3,720 | $11.1 萬 | 0.00% | +3,720 | 新進 |
| Wellington Shields & Co., LLC | 3,685 | $11.0 萬 | 0.02% | −1,005−21.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 3,620 | $10.8 萬 | 0.01% | +3,620 | 新進 |
| CWM, LLC | 3,575 | $10.7 萬 | 0.00% | +1,207+51.0% | 加碼 |
| Belpointe Asset Management LLC | 3,498 | $10.4 萬 | 0.01% | −3,398−49.3% | 減碼 |
| Spire Wealth Management | 3,101 | $9.30 萬 | 0.01% | +12+0.4% | 加碼 |
| Sandy Spring Bank | 3,066 | $9.15 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 3,000 | $9.00 萬 | 0.00% | +3,000 | 新進 |
| Arlington Partners LLC | 2,852 | $8.51 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,829 | $8.44 萬 | 0.00% | +2,829 | 新進 |
| Zions Bancorporation, N.A. | 2,515 | $7.50 萬 | 0.01% | +2,515 | 新進 |
| Gould Capital, LLC | 2,460 | $7.34 萬 | 0.06% | +1,916+352.2% | 加碼 |
| Larson Financial Group LLC | 2,455 | $7.33 萬 | 0.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 2,300 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,185 | $6.52 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 2,129 | $6.35 萬 | 0.00% | −43−2.0% | 減碼 |
| Cutler Group LP | 2,124 | $6.30 萬 | 0.01% | +2,124 | 新進 |
| Focused Wealth Management, Inc | 2,064 | $6.16 萬 | 0.01% | +7+0.3% | 加碼 |
| Tower View Investment Management & Research LLC | 2,041 | $6.10 萬 | 0.04% | +22+1.1% | 加碼 |
| Zullo Investment Group, Inc. | 2,035 | $6.07 萬 | 0.04% | −455−18.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,015 | $6.00 萬 | 0.00% | −6,121−75.2% | 減碼 |
| Concord Wealth Partners | 2,000 | $5.97 萬 | 0.02% | +2,000 | 新進 |
| Seeyond | 1,994 | $5.95 萬 | 0.01% | −2,113−51.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,746 | $5.21 萬 | 0.01% | +1,645+1,628.7% | 加碼 |
| Hexagon Capital Partners LLC | 1,728 | $5.16 萬 | 0.01% | +101+6.2% | 加碼 |
| CoreCap Advisors, LLC | 1,556 | $4.64 萬 | 0.00% | +1,556 | 新進 |
| Bogart Wealth, LLC | 1,525 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,345 | $4.01 萬 | 0.00% | −1,000−42.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,300 | $3.88 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 1,295 | $3.86 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,154 | $3.44 萬 | 0.01% | +954+477.0% | 加碼 |
| Loomis Sayles & Co L P | 1,101 | $3.30 萬 | 0.00% | +675+158.5% | 加碼 |
| Freedom Wealth Alliance, LLC | 1,053 | $3.14 萬 | 0.04% | +1,053 | 新進 |
| Washington Trust Co | 1,000 | $2.98 萬 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 890 | $2.66 萬 | 0.01% | +620+229.6% | 加碼 |
| Denali Advisors LLC | 835 | $2.49 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 768 | $2.29 萬 | 0.03% | +768 | 新進 |
| Clear Street Markets LLC | 701 | $2.10 萬 | 0.00% | −299−29.9% | 減碼 |
| Burleson & Company, LLC | 600 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 600 | $1.79 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 598 | $1.78 萬 | 0.00% | +598 | 新進 |
| Global Retirement Partners, LLC | 478 | $1.43 萬 | 0.00% | +132+38.2% | 加碼 |
| Elequin Capital LP | 438 | $1.31 萬 | 0.00% | +438 | 新進 |
| Castleview Partners, LLC | 432 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 400 | $1.20 萬 | 0.00% | +400 | 新進 |
| AdvisorNet Financial, Inc | 376 | $1.12 萬 | 0.00% | −16,840−97.8% | 減碼 |
| Steward Financial Group LLC | 355 | $1.00 萬 | 0.00% | +355 | 新進 |
| Hollencrest Capital Management | 333 | $9,950 | 0.00% | +333 | 新進 |
| Credit Agricole S A | 333 | $9,937 | 0.00% | +101+43.5% | 加碼 |
| Phocas Financial Corp. | 325 | $9,698 | 0.00% | +325 | 新進 |
| Bell Investment Advisors, Inc | 321 | $9,579 | 0.00% | +236+277.6% | 加碼 |
| Plante Moran Financial Advisors, LLC | 321 | $9,572 | 0.00% | 00.0% | 不變 |