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 |
|---|---|---|---|---|---|
| Hoertkorn Richard Charles | 25,100 | $80.2 萬 | 0.39% | −200−0.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 25,895 | $82.7 萬 | 0.00% | −797−3.0% | 減碼 |
| Public Sector Pension Investment Board | 26,945 | $86.1 萬 | 0.01% | +2,400+9.8% | 加碼 |
| Kendall Capital Management | 27,107 | $86.6 萬 | 0.38% | −4,325−13.8% | 減碼 |
| Moody National Bank Trust Division | 27,147 | $86.7 萬 | 0.06% | +2,598+10.6% | 加碼 |
| Voya Investment Management LLC | 27,480 | $87.8 萬 | 0.00% | +201+0.7% | 加碼 |
| Banque Pictet & Cie SA | 28,000 | $89.5 萬 | 0.01% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 28,200 | $90.1 萬 | 0.24% | +28,200 | 新進 |
| Jeppson Wealth Management, LLC | 28,894 | $92.3 萬 | 0.40% | +713+2.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 29,128 | $93.1 萬 | 0.03% | +658+2.3% | 加碼 |
| Van Eck Associates Corp | 29,598 | $94.6 萬 | 0.00% | +8,734+41.9% | 加碼 |
| Nwam LLC | 30,032 | $96.0 萬 | 0.08% | +30,032 | 新進 |
| Waterfront Wealth Inc. | 27,840 | $97.2 萬 | 0.29% | 00.0% | 不變 |
| Teza Capital Management LLC | 30,459 | $97.3 萬 | 0.16% | +30,459 | 新進 |
| Handelsbanken Fonder AB | 30,700 | $98.1 萬 | 0.01% | 00.0% | 不變 |
| AXA S.A. | 30,954 | $98.9 萬 | 0.00% | −51,343−62.4% | 減碼 |
| D.A. Davidson & Co. | 31,222 | $99.8 萬 | 0.01% | −500−1.6% | 減碼 |
| Amalgamated Bank | 31,574 | $100.9 萬 | 0.01% | −1,604−4.8% | 減碼 |
| HighTower Advisors, LLC | 32,843 | $104.5 萬 | 0.00% | +2,769+9.2% | 加碼 |
| Prudential Financial Inc | 33,403 | $106.7 萬 | 0.00% | −414,186−92.5% | 減碼 |
| Vestcor Inc | 33,584 | $107.3 萬 | 0.04% | 00.0% | 不變 |
| Herbst Group, LLC | 34,300 | $109.6 萬 | 0.76% | −251−0.7% | 減碼 |
| Ossiam | 34,752 | $111.0 萬 | 0.02% | −9,157−20.9% | 減碼 |
| Park Circle Co | 34,765 | $111.1 萬 | 1.05% | 00.0% | 不變 |
| Truist Financial Corp | 34,916 | $111.6 萬 | 0.00% | −14,822−29.8% | 減碼 |
| Illinois Municipal Retirement Fund | 35,688 | $114.0 萬 | 0.02% | 00.0% | 不變 |
| Utah Retirement Systems | 36,000 | $115.0 萬 | 0.02% | −1,300−3.5% | 減碼 |
| Standard Life Aberdeen plc | 36,551 | $116.8 萬 | 0.00% | −4,751−11.5% | 減碼 |
| Fred Alger Management, LLC | 36,696 | $117.2 萬 | 0.01% | 00.0% | 不變 |
| HRT Financial LP | 36,735 | $117.3 萬 | 0.01% | +42+0.1% | 加碼 |
| Achmea Investment Management B.V. | 37,063 | $118.4 萬 | 0.02% | +5,845+18.7% | 加碼 |
| Alberta Investment Management Corp | 37,800 | $120.8 萬 | 0.01% | 00.0% | 不變 |
| Korea Investment CORP | 38,149 | $121.9 萬 | 0.00% | +15,253+66.6% | 加碼 |
| United Capital Financial Advisers, LLC | 39,225 | $125.3 萬 | 0.01% | −90−0.2% | 減碼 |
| Tredje AP-fonden | 39,736 | $127.0 萬 | 0.02% | −2,670−6.3% | 減碼 |
| CI Private Wealth, LLC | 42,137 | $134.6 萬 | 0.00% | −2,641−5.9% | 減碼 |
| First Republic Investment Management, Inc. | 42,259 | $135.0 萬 | 0.01% | −6,389−13.1% | 減碼 |
| Mariner, LLC | 42,572 | $136.0 萬 | 0.00% | +5,350+14.4% | 加碼 |
| SEI Investments Co | 42,695 | $136.4 萬 | 0.00% | +1,989+4.9% | 加碼 |
| BFT Financial Group, LLC | 43,386 | $138.6 萬 | 0.16% | +43,386 | 新進 |
| Walleye Trading LLC | 44,091 | $140.9 萬 | 0.07% | +44,091 | 新進 |
| Swedbank AB | 44,214 | $141.3 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 44,974 | $143.7 萬 | 0.03% | −414−0.9% | 減碼 |
| Wolf Group Capital Advisors | 51,270 | $144.0 萬 | 0.72% | −2,180−4.1% | 減碼 |
| Alps Advisors Inc | 45,300 | $144.7 萬 | 0.01% | −700−1.5% | 減碼 |
| Jane Street Group, LLC | 46,012 | $147.0 萬 | 0.00% | −5,862−11.3% | 減碼 |
| Sigma Planning Corp | 47,889 | $153.0 萬 | 0.05% | −2,176−4.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 47,898 | $153.0 萬 | 0.02% | +1,076+2.3% | 加碼 |
| IFM Investors Pty Ltd | 49,531 | $158.3 萬 | 0.02% | +3,509+7.6% | 加碼 |
| Mercer Global Advisors Inc | 49,996 | $159.7 萬 | 0.01% | +2,539+5.4% | 加碼 |
| Sawtooth Solutions, LLC | 51,335 | $164.0 萬 | 0.04% | +1,650+3.3% | 加碼 |
| Bleakley Financial Group, LLC | 51,343 | $164.0 萬 | 0.05% | +2,238+4.6% | 加碼 |
| Neuberger Berman Group LLC | 51,457 | $164.4 萬 | 0.00% | −422,206−89.1% | 減碼 |
| Gotham Asset Management, LLC | 52,196 | $166.8 萬 | 0.04% | −36,290−41.0% | 減碼 |
| Nomura Asset Management Co Ltd | 52,756 | $168.6 萬 | 0.01% | −6,301−10.7% | 減碼 |
| Amica Mutual Insurance Co | 56,365 | $180.1 萬 | 0.20% | +56,365 | 新進 |
| Arizona State Retirement System | 59,285 | $189.4 萬 | 0.02% | +1,144+2.0% | 加碼 |
| Augustine Asset Management Inc | 60,332 | $192.8 萬 | 0.89% | −257−0.4% | 減碼 |
| Ensign Peak Advisors, Inc | 60,750 | $194.1 萬 | 0.00% | −34,820−36.4% | 減碼 |
| Royal London Asset Management Ltd | 61,451 | $196.4 萬 | 0.01% | −7,045−10.3% | 減碼 |
| Advisor Group Holdings, Inc. | 62,413 | $199.5 萬 | 0.00% | +6,261+11.2% | 加碼 |
| Pictet Asset Management SA | 64,572 | $206.3 萬 | 0.00% | −40,895−38.8% | 減碼 |
| Cerity Partners LLC | 66,514 | $212.5 萬 | 0.01% | +262+0.4% | 加碼 |
| Gillson Capital LP | 67,149 | $214.5 萬 | 0.19% | +268+0.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 68,929 | $220.2 萬 | 0.27% | +732+1.1% | 加碼 |
| Twin Tree Management, LP | 69,281 | $221.4 萬 | 0.05% | +68,635+10,624.6% | 加碼 |
| Coastal Bridge Advisors, LLC | 70,402 | $224.9 萬 | 0.55% | −4,221−5.7% | 減碼 |
| Sierra Capital LLC | 72,753 | $232.4 萬 | 0.37% | 00.0% | 不變 |
| Kames Capital plc | 73,547 | $235.0 萬 | 0.04% | +13,377+22.2% | 加碼 |
| Stephens Inc | 73,583 | $235.1 萬 | 0.04% | +2,130+3.0% | 加碼 |
| Asset Management One Co.,Ltd. | 74,032 | $236.5 萬 | 0.01% | −6,352−7.9% | 減碼 |
| GFG Capital, LLC | 38,462 | $241.0 萬 | 0.45% | −2,722−6.6% | 減碼 |
| US Bancorp | 75,484 | $241.2 萬 | 0.00% | −309−0.4% | 減碼 |
| Prospera Financial Services Inc | 75,874 | $242.4 萬 | 0.09% | −1,233−1.6% | 減碼 |
| Toronto Dominion Bank | 76,870 | $245.5 萬 | 0.00% | −3,032−3.8% | 減碼 |
| STRS Ohio | 77,000 | $246.0 萬 | 0.01% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 77,600 | $247.9 萬 | 0.05% | +77,600 | 新進 |
| Macquarie Group Ltd | 80,651 | $257.7 萬 | 0.00% | −1,978−2.4% | 減碼 |
| Swiss Life Asset Management Ltd | 80,687 | $257.8 萬 | 0.04% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 81,142 | $259.2 萬 | 0.12% | +165+0.2% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 82,355 | $263.1 萬 | 0.06% | +82,355 | 新進 |
| Legacy Capital Wealth Partners, LLC | 82,461 | $263.5 萬 | 2.19% | +82,461 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84,467 | $269.9 萬 | 0.01% | +18,874+28.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,887 | $271.2 萬 | 0.01% | +46,701+122.3% | 加碼 |
| Mesirow Institutional Investment Management, Inc. | 86,260 | $275.6 萬 | 0.28% | +8,785+11.3% | 加碼 |
| Assetmark, Inc | 87,647 | $280.0 萬 | 0.01% | +29,485+50.7% | 加碼 |
| LPL Financial LLC | 88,459 | $282.6 萬 | 0.00% | −6,067−6.4% | 減碼 |
| Treasurer of the State of North Carolina | 92,184 | $294.5 萬 | 0.02% | +1,670+1.8% | 加碼 |
| Royce & Associates LP | 97,280 | $310.8 萬 | 0.03% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 97,868 | $312.7 萬 | 0.01% | −10,702−9.9% | 減碼 |
| Public Employees Retirement System of Ohio | 99,420 | $317.6 萬 | 0.01% | −3,513−3.4% | 減碼 |
| Equitable Trust Co | 104,563 | $334.1 萬 | 0.26% | −23,333−18.2% | 減碼 |
| Stifel Financial Corp | 104,986 | $335.4 萬 | 0.00% | +10,201+10.8% | 加碼 |
| Hemington Wealth Management | 105,893 | $338.3 萬 | 1.37% | +105,893 | 新進 |
| Compagnie Lombard Odier SCmA | 107,005 | $341.9 萬 | 0.10% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 108,097 | $345.4 萬 | 0.57% | +262+0.2% | 加碼 |
| Commonwealth Equity Services, LLC | 108,363 | $346.2 萬 | 0.01% | +1,039+1.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 110,038 | $351.6 萬 | 0.01% | 00.0% | 不變 |
| Alliancebernstein L.P. | 111,921 | $357.6 萬 | 0.00% | +14,380+14.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 114,965 | $367.3 萬 | 0.05% | −8,500−6.9% | 減碼 |