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
2023 年第 1 季 13F 持有人
Carlyle Group Inc. 在 2023/3/31 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
- 428
- 較 2022 年第 4 季 +7 家
- 持有股數
- 1.99 億
- 較 2022 年第 4 季 −98.7 萬 (−0.5%)
- 總市值
- $61.9 億
- 較 2022 年第 4 季 +$2.11 億 (+3.5%)
- 新進機構
- 69
- 另有 142 家加碼
- 清倉機構
- 62
- 另有 156 家減碼
另有 8 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 7,311 | $22.7 萬 | 0.02% | +7,311 | 新進 |
| Principle Wealth Partners LLC | 7,331 | $22.8 萬 | 0.02% | −2,200−23.1% | 減碼 |
| Xponance, Inc. | 7,360 | $22.9 萬 | 0.00% | +64+0.9% | 加碼 |
| Raymond James Trust N.A. | 7,414 | $23.0 萬 | 0.01% | −53−0.7% | 減碼 |
| EdgeRock Capital LLC | 7,491 | $23.3 萬 | 0.12% | 00.0% | 不變 |
| Aspen Investment Management Inc | 7,515 | $23.3 萬 | 0.15% | +7,515 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 7,500 | $23.3 萬 | 0.00% | +7,500 | 新進 |
| NewEdge Wealth, LLC | 7,542 | $23.4 萬 | 0.01% | +70+0.9% | 加碼 |
| Sowell Financial Services LLC | 7,631 | $23.7 萬 | 0.02% | +7,631 | 新進 |
| Carret Asset Management, LLC | 7,800 | $24.2 萬 | 0.03% | −5,700−42.2% | 減碼 |
| AE Wealth Management LLC | 7,837 | $24.3 萬 | 0.00% | +64+0.8% | 加碼 |
| Moors & Cabot, Inc. | 8,128 | $25.2 萬 | 0.02% | −550−6.3% | 減碼 |
| Cetera Advisor Networks LLC | 8,129 | $25.2 萬 | 0.00% | +8,129 | 新進 |
| Leonteq Securities AG | 8,132 | $25.3 萬 | 0.02% | +1,509+22.8% | 加碼 |
| Voloridge Investment Management, LLC | 8,147 | $25.3 萬 | 0.00% | +8,147 | 新進 |
| Colony Group LLC | 8,187 | $25.4 萬 | 0.00% | −333−3.9% | 減碼 |
| Triangle Securities Wealth Management | 8,195 | $25.5 萬 | 0.09% | +200+2.5% | 加碼 |
| Segment Wealth Management, LLC | 8,200 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Group LLC | 8,300 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 8,362 | $26.0 萬 | 0.06% | −10,565−55.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,393 | $26.1 萬 | 0.00% | +794+10.4% | 加碼 |
| Integrated Wealth Concepts LLC | 8,452 | $26.3 萬 | 0.01% | +8,452 | 新進 |
| Sherbrooke Park Advisers LLC | 8,500 | $26.4 萬 | 0.40% | +8,500 | 新進 |
| Enterprise Financial Services Corp | 8,678 | $27.0 萬 | 0.18% | +8,678 | 新進 |
| Moneta Group Investment Advisors LLC | 8,773 | $27.2 萬 | 0.01% | +8,773 | 新進 |
| Visionary Wealth Advisors | 8,890 | $27.6 萬 | 0.02% | +50+0.6% | 加碼 |
| E&G Advisors, LP | 8,900 | $27.6 萬 | 0.10% | +100+1.1% | 加碼 |
| PFG Investments, LLC | 8,950 | $27.8 萬 | 0.06% | +8,950 | 新進 |
| MML Investors Services, LLC | 8,952 | $27.8 萬 | 0.00% | +8,952 | 新進 |
| Creative Planning | 9,093 | $28.2 萬 | 0.00% | +277+3.1% | 加碼 |
| Mirador Capital Partners LP | 9,370 | $29.1 萬 | 0.07% | −541−5.5% | 減碼 |
| Glenview Trust Co | 9,414 | $29.2 萬 | 0.01% | +1,914+25.5% | 加碼 |
| Kovack Advisors, Inc. | 9,541 | $29.6 萬 | 0.04% | +22+0.2% | 加碼 |
| Leuthold Group, LLC | 9,619 | $29.9 萬 | 0.04% | +9,619 | 新進 |
| Retirement Planning Co of New England, Inc. | 9,788 | $30.4 萬 | 0.18% | +624+6.8% | 加碼 |
| Northeast Investment Management | 9,811 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Stonnington Group, LLC | 10,000 | $30.7 萬 | 0.08% | +10,000 | 新進 |
| Slow Capital, Inc. | 9,964 | $30.9 萬 | 0.06% | −693−6.5% | 減碼 |
| Prudential PLC | 10,006 | $31.1 萬 | 0.00% | −4,172−29.4% | 減碼 |
| Fort Sheridan Advisors LLC | 10,100 | $31.4 萬 | 0.08% | −700−6.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 11,265 | $32.2 萬 | 0.00% | +11,265 | 新進 |
| Cetera Investment Advisers | 10,400 | $32.3 萬 | 0.00% | +2,576+32.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 10,573 | $32.8 萬 | 0.01% | −6,845−39.3% | 減碼 |
| Yorktown Management & Research Co Inc | 10,600 | $32.9 萬 | 0.36% | 00.0% | 不變 |
| Franklin Resources Inc | 10,821 | $33.6 萬 | 0.00% | −191,091−94.6% | 減碼 |
| Captrust Financial Advisors | 11,120 | $34.5 萬 | 0.00% | +751+7.2% | 加碼 |
| Stiles Financial Services Inc | 11,173 | $34.7 萬 | 0.19% | +1,277+12.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 11,206 | $34.8 萬 | 0.01% | −3,523−23.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 11,309 | $35.1 萬 | 0.00% | +3,092+37.6% | 加碼 |
| Nordea Investment Management AB | 11,815 | $36.0 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 11,691 | $36.3 萬 | 0.00% | −606,334−98.1% | 減碼 |
| Daiwa Securities Group Inc. | 11,873 | $36.9 萬 | 0.00% | +500+4.4% | 加碼 |
| Viawealth, LLC | 11,918 | $37.0 萬 | 0.29% | −3,293−21.6% | 減碼 |
| Apollon Wealth Management, LLC | 12,141 | $37.7 萬 | 0.02% | −1,094−8.3% | 減碼 |
| Collective Family Office LLC | 12,250 | $38.0 萬 | 0.16% | +850+7.5% | 加碼 |
| McGowan Group Asset Management, Inc. | 12,771 | $39.7 萬 | 0.06% | +18+0.1% | 加碼 |
| North Star Investment Management Corp. | 12,774 | $39.7 萬 | 0.03% | −5,966−31.8% | 減碼 |
| Jefferies Financial Group Inc. | 12,777 | $39.7 萬 | 0.01% | +12,777 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,931 | $40.0 萬 | 0.00% | +2,147+19.9% | 加碼 |
| Symphony Financial, Ltd. Co. | 13,484 | $40.8 萬 | 0.11% | +13,484 | 新進 |
| Arete Wealth Advisors, LLC | 13,138 | $40.8 萬 | 0.03% | −191−1.4% | 減碼 |
| Donoghue Forlines LLC | 13,191 | $41.0 萬 | 0.15% | +13,191 | 新進 |
| Guinness Asset Management LTD | 13,193 | $41.0 萬 | 0.01% | +1,115+9.2% | 加碼 |
| First Manhattan Co | 13,225 | $41.1 萬 | 0.00% | −1,075−7.5% | 減碼 |
| Janus Henderson Group PLC | 13,541 | $42.1 萬 | 0.00% | −37,239−73.3% | 減碼 |
| JustInvest LLC | 13,597 | $42.2 萬 | 0.01% | −1,519−10.0% | 減碼 |
| SG Americas Securities, LLC | 13,617 | $42.3 萬 | 0.01% | +13,617 | 新進 |
| Oak Thistle LLC | 13,704 | $42.6 萬 | 0.25% | +13,704 | 新進 |
| Westpac Banking Corp | 13,824 | $42.9 萬 | 0.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 13,832 | $43.0 萬 | 0.01% | −3,452−20.0% | 減碼 |
| World Equity Group, Inc. | 29,709 | $43.3 萬 | 0.07% | +29,709 | 新進 |
| O'Rourke & Company, Inc | 14,077 | $43.7 萬 | 0.33% | −193−1.4% | 減碼 |
| M&T Bank Corp | 14,092 | $43.8 萬 | 0.00% | −515−3.5% | 減碼 |
| Exos TFP Holdings LLC | 14,172 | $44.0 萬 | 0.11% | +7,025+98.3% | 加碼 |
| Fort Point Capital Partners LLC | 14,410 | $44.8 萬 | 0.07% | +150+1.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 14,461 | $44.9 萬 | 0.07% | +4,736+48.7% | 加碼 |
| Qsemble Capital Management, LP | 14,500 | $45.0 萬 | 0.30% | +14,500 | 新進 |
| Blair William & Co | 14,661 | $45.5 萬 | 0.00% | +1,425+10.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,731 | $45.8 萬 | 0.01% | −2,970−16.8% | 減碼 |
| Capula Management Ltd | 14,960 | $46.5 萬 | 0.04% | −37,240−71.3% | 減碼 |
| Carson Advisory Inc. | 15,335 | $47.6 萬 | 0.42% | −600−3.8% | 減碼 |
| TBH Global Asset Management, LLC | 15,465 | $48.0 萬 | 0.10% | +15,465 | 新進 |
| Sterneck Capital Management, LLC | 15,520 | $48.2 萬 | 0.30% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,641 | $48.6 萬 | 0.00% | +913+6.2% | 加碼 |
| Wolverine Trading, LLC | 16,074 | $48.6 萬 | 0.01% | +16,074 | 新進 |
| Baldwin Brothers Inc | 15,720 | $48.8 萬 | 0.04% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 15,785 | $49.0 萬 | 0.02% | +42+0.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 15,826 | $49.2 萬 | 0.00% | −101,954−86.6% | 減碼 |
| Zhang Financial LLC | 15,932 | $49.5 萬 | 0.06% | −3,043−16.0% | 減碼 |
| Maryland State Retirement & Pension System | 15,934 | $49.5 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 15,970 | $49.6 萬 | 0.02% | −548−3.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 16,042 | $49.8 萬 | 0.02% | +1,103+7.4% | 加碼 |
| Garrison Bradford & Associates Inc | 16,852 | $52.3 萬 | 0.65% | +16+0.1% | 加碼 |
| TD Waterhouse Canada Inc. | 16,096 | $52.7 萬 | 0.01% | +1,580+10.9% | 加碼 |
| Empowered Funds, LLC | 17,142 | $53.2 萬 | 0.03% | +17,142 | 新進 |
| Virginia Retirement Systems Et Al | 17,181 | $53.4 萬 | 0.01% | −6,319−26.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 18,126 | $53.6 萬 | 0.00% | −8,750−32.6% | 減碼 |
| Virtu Financial LLC | 17,264 | $53.6 萬 | 0.06% | +17,264 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,313 | $53.8 萬 | 0.01% | +6,636+62.2% | 加碼 |