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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 127,896 | $397.2 萬 | 0.31% | −13,026−9.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,465 | $383.5 萬 | 0.05% | −27,600−18.3% | 減碼 |
| Citigroup Inc | 114,541 | $355.8 萬 | 0.00% | −2,207−1.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 114,382 | $355.3 萬 | 0.01% | −6,842−5.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 112,975 | $350.9 萬 | 0.01% | +3,659+3.3% | 加碼 |
| State of Wisconsin Investment Board | 112,610 | $349.8 萬 | 0.01% | −6,063−5.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 110,038 | $341.8 萬 | 0.01% | −5,838−5.0% | 減碼 |
| Janney Montgomery Scott LLC | 108,570 | $337.2 萬 | 0.01% | −8,399−7.2% | 減碼 |
| Stanley-Laman Group, Ltd. | 107,835 | $334.9 萬 | 0.60% | +2,236+2.1% | 加碼 |
| Commonwealth Equity Services, LLC | 107,324 | $333.3 萬 | 0.01% | −1,008−0.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 107,005 | $332.4 萬 | 0.08% | −3,638−3.3% | 減碼 |
| Pictet Asset Management SA | 105,467 | $327.6 萬 | 0.00% | +2,127+2.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 105,212 | $326.8 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 105,155 | $326.6 萬 | 0.00% | −1,059,336−91.0% | 減碼 |
| Group One Trading, L.P. | 103,737 | $322.2 萬 | 0.15% | +93,870+951.4% | 加碼 |
| Public Employees Retirement System of Ohio | 102,933 | $319.7 萬 | 0.01% | −4,537−4.2% | 減碼 |
| Alliancebernstein L.P. | 97,541 | $303.0 萬 | 0.00% | −56,407−36.6% | 減碼 |
| Royce & Associates LP | 97,280 | $302.2 萬 | 0.03% | +15,200+18.5% | 加碼 |
| Ensign Peak Advisors, Inc | 95,570 | $296.8 萬 | 0.01% | −35,815−27.3% | 減碼 |
| Stifel Financial Corp | 94,785 | $294.4 萬 | 0.00% | +4,767+5.3% | 加碼 |
| LPL Financial LLC | 94,526 | $293.6 萬 | 0.00% | +9,471+11.1% | 加碼 |
| Treasurer of the State of North Carolina | 90,514 | $281.1 萬 | 0.02% | +650+0.7% | 加碼 |
| Gotham Asset Management, LLC | 88,486 | $274.8 萬 | 0.07% | +8,146+10.1% | 加碼 |
| Macquarie Group Ltd | 82,629 | $256.6 萬 | 0.00% | +11,638+16.4% | 加碼 |
| AXA S.A. | 82,297 | $255.6 萬 | 0.01% | −74,662−47.6% | 減碼 |
| Texas Yale Capital Corp. | 80,977 | $251.5 萬 | 0.13% | −1,296−1.6% | 減碼 |
| Swiss Life Asset Management Ltd | 80,687 | $250.5 萬 | 0.04% | +73,951+1,097.8% | 加碼 |
| Asset Management One Co.,Ltd. | 80,384 | $249.7 萬 | 0.01% | +460+0.6% | 加碼 |
| Toronto Dominion Bank | 79,902 | $248.1 萬 | 0.00% | −4,466−5.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 79,189 | $246.0 萬 | 0.02% | −37,665−32.2% | 減碼 |
| Mesirow Institutional Investment Management, Inc. | 77,475 | $240.6 萬 | 0.26% | 00.0% | 不變 |
| Prospera Financial Services Inc | 77,107 | $239.5 萬 | 0.10% | +77,107 | 新進 |
| STRS Ohio | 77,000 | $239.1 萬 | 0.01% | +34,000+79.1% | 加碼 |
| Prana Capital Management, LP | 76,012 | $236.1 萬 | 0.20% | +6,017+8.6% | 加碼 |
| US Bancorp | 75,793 | $235.4 萬 | 0.00% | +20,217+36.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 74,623 | $231.8 萬 | 0.59% | −471−0.6% | 減碼 |
| Sierra Capital LLC | 72,753 | $226.0 萬 | 0.37% | −5,396−6.9% | 減碼 |
| Stephens Inc | 71,453 | $221.9 萬 | 0.04% | −2,328−3.2% | 減碼 |
| Royal London Asset Management Ltd | 68,496 | $212.7 萬 | 0.01% | +4,368+6.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 68,197 | $211.8 萬 | 0.25% | −47,122−40.9% | 減碼 |
| Gillson Capital LP | 66,881 | $207.7 萬 | 0.17% | −45,261−40.4% | 減碼 |
| Cerity Partners LLC | 66,252 | $205.1 萬 | 0.01% | +16,185+32.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,593 | $203.7 萬 | 0.00% | +530+0.8% | 加碼 |
| GFG Capital, LLC | 41,184 | $200.2 萬 | 0.45% | +7,642+22.8% | 加碼 |
| Augustine Asset Management Inc | 60,589 | $188.2 萬 | 0.93% | −718−1.2% | 減碼 |
| Kames Capital plc | 60,170 | $186.8 萬 | 0.03% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 59,057 | $183.4 萬 | 0.01% | +7,412+14.4% | 加碼 |
| KBC Group NV | 59,045 | $183.4 萬 | 0.01% | +11,830+25.1% | 加碼 |
| Assetmark, Inc | 58,162 | $180.7 萬 | 0.01% | +47,807+461.7% | 加碼 |
| Arizona State Retirement System | 58,141 | $180.6 萬 | 0.02% | +1,890+3.4% | 加碼 |
| Advisor Group Holdings, Inc. | 56,152 | $174.4 萬 | 0.00% | +9,423+20.2% | 加碼 |
| Wolf Group Capital Advisors | 53,450 | $166.0 萬 | 0.83% | −1,393−2.5% | 減碼 |
| Jane Street Group, LLC | 51,874 | $161.1 萬 | 0.00% | −29,040−35.9% | 減碼 |
| Sigma Planning Corp | 50,065 | $155.5 萬 | 0.05% | +287+0.6% | 加碼 |
| Truist Financial Corp | 49,738 | $154.5 萬 | 0.00% | +2,060+4.3% | 加碼 |
| Sawtooth Solutions, LLC | 49,685 | $154.3 萬 | 0.04% | +40,076+417.1% | 加碼 |
| Bleakley Financial Group, LLC | 49,105 | $152.5 萬 | 0.05% | +41+0.1% | 加碼 |
| First Republic Investment Management, Inc. | 48,648 | $151.1 萬 | 0.00% | −1,082−2.2% | 減碼 |
| Mercer Global Advisors Inc | 47,457 | $147.4 萬 | 0.01% | +7,293+18.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 46,822 | $145.4 萬 | 0.02% | +7,049+17.7% | 加碼 |
| Guild Investment Management, Inc. | 46,730 | $145.1 萬 | 2.23% | −2,600−5.3% | 減碼 |
| IFM Investors Pty Ltd | 46,022 | $142.9 萬 | 0.02% | −1,363−2.9% | 減碼 |
| Alps Advisors Inc | 46,000 | $142.9 萬 | 0.01% | +1,300+2.9% | 加碼 |
| Bokf, NA | 45,388 | $141.0 萬 | 0.03% | +45,388 | 新進 |
| CI Private Wealth, LLC | 44,778 | $139.1 萬 | 0.00% | −3,861−7.9% | 減碼 |
| Swedbank AB | 44,214 | $137.3 萬 | 0.00% | −22,429−33.7% | 減碼 |
| Ossiam | 43,909 | $136.4 萬 | 0.03% | +40,174+1,075.6% | 加碼 |
| Tredje AP-fonden | 42,406 | $131.7 萬 | 0.02% | +2,232+5.6% | 加碼 |
| Standard Life Aberdeen plc | 41,302 | $128.3 萬 | 0.00% | +17,457+73.2% | 加碼 |
| SEI Investments Co | 40,706 | $126.4 萬 | 0.00% | +18,149+80.5% | 加碼 |
| MMBG Investment Advisors Co. | 40,000 | $124.2 萬 | 0.16% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 39,315 | $122.1 萬 | 0.01% | −3,910−9.0% | 減碼 |
| Qube Research & Technologies Ltd | 38,713 | $120.2 萬 | 0.01% | +38,713 | 新進 |
| Natixis | 38,269 | $118.9 萬 | 0.01% | −3,829,481−99.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,186 | $118.6 萬 | 0.01% | +626+1.7% | 加碼 |
| Capital Fund Management S.A. | 38,107 | $118.4 萬 | 0.02% | +38,107 | 新進 |
| Alberta Investment Management Corp | 37,800 | $117.4 萬 | 0.01% | +37,800 | 新進 |
| Utah Retirement Systems | 37,300 | $115.9 萬 | 0.02% | +200+0.5% | 加碼 |
| Mariner, LLC | 37,222 | $115.5 萬 | 0.00% | +3,825+11.5% | 加碼 |
| Fred Alger Management, LLC | 36,696 | $114.0 萬 | 0.01% | −38,699−51.3% | 減碼 |
| HRT Financial LP | 36,693 | $113.9 萬 | 0.01% | +36,693 | 新進 |
| Illinois Municipal Retirement Fund | 35,688 | $110.8 萬 | 0.02% | 00.0% | 不變 |
| Park Circle Co | 34,765 | $108.0 萬 | 1.05% | 00.0% | 不變 |
| Herbst Group, LLC | 34,551 | $107.3 萬 | 0.76% | −100−0.3% | 減碼 |
| Vestcor Inc | 33,584 | $104.3 萬 | 0.04% | +28,900+617.0% | 加碼 |
| Two Sigma Investments, LP | 33,500 | $104.1 萬 | 0.00% | +33,500 | 新進 |
| Amalgamated Bank | 33,178 | $103.1 萬 | 0.01% | −27,351−45.2% | 減碼 |
| D.A. Davidson & Co. | 31,722 | $98.5 萬 | 0.01% | −1,700−5.1% | 減碼 |
| Kendall Capital Management | 31,432 | $97.6 萬 | 0.47% | −230−0.7% | 減碼 |
| Achmea Investment Management B.V. | 31,218 | $96.9 萬 | 0.03% | −31,218−50.0% | 減碼 |
| Verition Fund Management LLC | 31,145 | $96.7 萬 | 0.02% | +31,145 | 新進 |
| Handelsbanken Fonder AB | 30,700 | $95.4 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 30,074 | $93.5 萬 | 0.00% | +1,925+6.8% | 加碼 |
| FORA Capital, LLC | 29,708 | $92.3 萬 | 0.09% | +29,708 | 新進 |
| Intech Investment Management LLC | 28,563 | $88.7 萬 | 0.01% | −644−2.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 28,470 | $88.4 萬 | 0.04% | +9,234+48.0% | 加碼 |
| Jeppson Wealth Management, LLC | 28,181 | $87.5 萬 | 0.38% | −65−0.2% | 減碼 |
| Banque Pictet & Cie SA | 28,000 | $87.0 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 27,913 | $86.7 萬 | 0.04% | +10,933+64.4% | 加碼 |
| Waterfront Wealth Inc. | 27,840 | $86.5 萬 | 0.28% | 00.0% | 不變 |