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 2 季 13F 持有人
Carlyle Group Inc. 在 2023/6/30 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
- 396
- 較 2023 年第 1 季 −29 家
- 持有股數
- 2.06 億
- 較 2023 年第 1 季 +722.1 萬 (+3.6%)
- 總市值
- $65.9 億
- 較 2023 年第 1 季 +$3.98 億 (+6.4%)
- 新進機構
- 37
- 另有 148 家加碼
- 清倉機構
- 66
- 另有 138 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 7,502 | $24.0 萬 | 0.01% | +88+1.2% | 加碼 |
| Putnam Investments LLC | 7,570 | $24.2 萬 | 0.00% | −472,243−98.4% | 減碼 |
| NewEdge Wealth, LLC | 7,639 | $24.4 萬 | 0.01% | +97+1.3% | 加碼 |
| Citadel Advisors LLC | 7,674 | $24.5 萬 | 0.00% | −97,481−92.7% | 減碼 |
| JustInvest LLC | 7,814 | $25.0 萬 | 0.01% | −5,783−42.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,987 | $25.5 萬 | 0.02% | +676+9.2% | 加碼 |
| Principle Wealth Partners LLC | 8,031 | $25.7 萬 | 0.03% | +700+9.5% | 加碼 |
| Aviva PLC | 8,051 | $25.7 萬 | 0.00% | −492,928−98.4% | 減碼 |
| Triangle Securities Wealth Management | 8,070 | $25.8 萬 | 0.09% | −125−1.5% | 減碼 |
| Visionary Wealth Advisors | 8,190 | $26.2 萬 | 0.02% | −700−7.9% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Colony Group LLC | 8,187 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 7,622 | $26.2 萬 | 0.10% | +7,622 | 新進 |
| Sherbrooke Park Advisers LLC | 8,300 | $26.5 萬 | 0.14% | −200−2.4% | 減碼 |
| Fiduciary Group LLC | 8,300 | $26.5 萬 | 0.03% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 8,343 | $26.7 萬 | 0.00% | +214+2.6% | 加碼 |
| Carret Asset Management, LLC | 8,350 | $26.7 萬 | 0.04% | +550+7.1% | 加碼 |
| FFT Wealth Management LLC | 8,490 | $27.1 萬 | 0.03% | +8,490 | 新進 |
| Franklin Resources Inc | 8,507 | $27.2 萬 | 0.00% | −2,314−21.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,600 | $27.5 萬 | 0.01% | +7,864+1,068.5% | 加碼 |
| E&G Advisors, LP | 8,700 | $27.8 萬 | 0.10% | −200−2.2% | 減碼 |
| Moors & Cabot, Inc. | 8,753 | $28.0 萬 | 0.02% | +625+7.7% | 加碼 |
| Mirador Capital Partners LP | 9,084 | $29.0 萬 | 0.07% | −286−3.1% | 減碼 |
| Collective Family Office LLC | 9,150 | $29.2 萬 | 0.11% | −3,100−25.3% | 減碼 |
| Creative Planning | 9,166 | $29.3 萬 | 0.00% | +73+0.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,291 | $29.7 萬 | 0.01% | +518+5.9% | 加碼 |
| Glenview Trust Co | 9,414 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 9,890 | $31.6 萬 | 0.00% | +9,890 | 新進 |
| Gamco Investors, Inc. Et Al | 10,000 | $31.9 萬 | 0.00% | +10,000 | 新進 |
| North Star Investment Management Corp. | 10,021 | $32.0 萬 | 0.03% | −2,753−21.6% | 減碼 |
| Slow Capital, Inc. | 10,046 | $32.1 萬 | 0.06% | +82+0.8% | 加碼 |
| Fort Sheridan Advisors LLC | 10,100 | $32.3 萬 | 0.07% | 00.0% | 不變 |
| New York Life Investment Management LLC | 10,127 | $32.4 萬 | 0.00% | +10,127 | 新進 |
| Retirement Planning Co of New England, Inc. | 10,158 | $32.5 萬 | 0.19% | +370+3.8% | 加碼 |
| M&T Bank Corp | 10,450 | $33.4 萬 | 0.00% | −3,642−25.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 10,600 | $33.9 萬 | 0.36% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,904 | $34.8 萬 | 0.04% | +1,363+14.3% | 加碼 |
| Guinness Asset Management LTD | 11,202 | $35.8 萬 | 0.01% | −1,991−15.1% | 減碼 |
| Cetera Investment Advisers | 11,274 | $36.0 萬 | 0.00% | +874+8.4% | 加碼 |
| Fort Point Capital Partners LLC | 11,360 | $36.3 萬 | 0.05% | −3,050−21.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 11,412 | $36.5 萬 | 0.00% | +103+0.9% | 加碼 |
| Apollon Wealth Management, LLC | 11,443 | $36.6 萬 | 0.02% | −698−5.7% | 減碼 |
| Panagora Asset Management Inc | 11,482 | $36.7 萬 | 0.00% | −209−1.8% | 減碼 |
| Capital International Inc | 11,710 | $37.4 萬 | 0.01% | +11,710 | 新進 |
| Stiles Financial Services Inc | 11,796 | $37.7 萬 | 0.19% | +623+5.6% | 加碼 |
| Nordea Investment Management AB | 11,815 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 12,136 | $38.8 萬 | 0.07% | +3,186+35.6% | 加碼 |
| MML Investors Services, LLC | 12,152 | $38.8 萬 | 0.00% | +3,200+35.7% | 加碼 |
| Intech Investment Management LLC | 12,461 | $39.8 萬 | 0.00% | −16,102−56.4% | 減碼 |
| GTS Securities LLC | 12,485 | $39.9 萬 | 0.01% | +12,485 | 新進 |
| McGowan Group Asset Management, Inc. | 12,804 | $40.9 萬 | 0.06% | +33+0.3% | 加碼 |
| Daiwa Securities Group Inc. | 12,973 | $41.4 萬 | 0.00% | +1,100+9.3% | 加碼 |
| Janus Henderson Group PLC | 12,996 | $41.5 萬 | 0.00% | −545−4.0% | 減碼 |
| First Manhattan Co | 13,225 | $42.3 萬 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 13,478 | $43.1 萬 | 0.04% | +340+2.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 13,823 | $44.1 萬 | 0.06% | −638−4.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 14,445 | $46.2 萬 | 0.00% | −1,381−8.7% | 減碼 |
| O'Rourke & Company, Inc | 14,510 | $46.4 萬 | 0.33% | +433+3.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 14,724 | $47.0 萬 | 0.00% | +7,224+96.3% | 加碼 |
| Prudential PLC | 14,920 | $47.7 萬 | 0.01% | +4,914+49.1% | 加碼 |
| Capula Management Ltd | 15,220 | $48.6 萬 | 0.06% | +260+1.7% | 加碼 |
| TBH Global Asset Management, LLC | 15,606 | $49.9 萬 | 0.10% | +141+0.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,701 | $50.2 萬 | 0.01% | +970+6.6% | 加碼 |
| Principal Financial Group Inc | 15,713 | $50.2 萬 | 0.00% | −6,967−30.7% | 減碼 |
| Baldwin Brothers Inc | 15,720 | $50.2 萬 | 0.04% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 15,934 | $50.9 萬 | 0.01% | 00.0% | 不變 |
| Zhang Financial LLC | 15,999 | $51.1 萬 | 0.05% | +67+0.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 16,107 | $51.5 萬 | 0.00% | +7,714+91.9% | 加碼 |
| Sterneck Capital Management, LLC | 16,220 | $51.8 萬 | 0.32% | +700+4.5% | 加碼 |
| Snowden Capital Advisors LLC | 16,285 | $52.0 萬 | 0.02% | +500+3.2% | 加碼 |
| Teacher Retirement System of Texas | 16,425 | $52.5 萬 | 0.00% | −5,818−26.2% | 減碼 |
| Garrison Bradford & Associates Inc | 16,874 | $53.9 萬 | 0.65% | +22+0.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,041 | $54.4 萬 | 0.00% | +1,400+9.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,313 | $55.3 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 17,373 | $55.5 萬 | 0.00% | +6,253+56.2% | 加碼 |
| Hilltop Holdings Inc. | 17,639 | $56.4 萬 | 0.07% | +17,639 | 新進 |
| Empowered Funds, LLC | 17,727 | $56.6 萬 | 0.02% | +585+3.4% | 加碼 |
| EA Series Trust | 17,727 | $56.6 萬 | 0.02% | +17,727 | 新進 |
| Elo Mutual Pension Insurance Co | 17,935 | $57.3 萬 | 0.02% | +1,893+11.8% | 加碼 |
| Carson Advisory Inc. | 18,004 | $57.5 萬 | 0.49% | +2,669+17.4% | 加碼 |
| Dividend Assets Capital, LLC | 18,200 | $58.1 萬 | 0.12% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 17,209 | $58.8 萬 | 0.01% | +1,113+6.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 18,564 | $59.3 萬 | 0.01% | +885+5.0% | 加碼 |
| Blair William & Co | 19,094 | $61.0 萬 | 0.00% | +4,433+30.2% | 加碼 |
| Capital Management Associates | 19,236 | $61.5 萬 | 0.90% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 19,245 | $61.5 萬 | 0.01% | +10,793+127.7% | 加碼 |
| British Columbia Investment Management Corp | 19,589 | $62.6 萬 | 0.01% | +2,046+11.7% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $62.7 萬 | 0.02% | −230−1.2% | 減碼 |
| Susquehanna International Group, LLP | 19,729 | $63.0 萬 | 0.00% | −242,684−92.5% | 減碼 |
| Emfo, LLC | 19,975 | $63.8 萬 | 0.58% | −5,000−20.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $64.2 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 20,531 | $65.4 萬 | 0.02% | −7,382−26.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 21,054 | $67.2 萬 | 0.02% | −2,644−11.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 22,955 | $72.1 萬 | 0.00% | +4,829+26.6% | 加碼 |
| Nissay Asset Management Corp | 23,229 | $74.2 萬 | 0.01% | +1,371+6.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,331 | $74.8 萬 | 0.01% | +10,400+80.4% | 加碼 |
| National Asset Management, Inc. | 23,510 | $75.1 萬 | 0.02% | +453+2.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 23,551 | $75.2 萬 | 0.00% | +4,715+25.0% | 加碼 |
| Epoch Investment Partners, Inc. | 24,353 | $77.8 萬 | 0.00% | +5,974+32.5% | 加碼 |