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 3 季 13F 持有人
Carlyle Group Inc. 在 2023/9/30 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
- 413
- 較 2023 年第 2 季 +21 家
- 持有股數
- 2.06 億
- 較 2023 年第 2 季 +7.70 萬 (0.0%)
- 總市值
- $62.2 億
- 較 2023 年第 2 季 −$3.55 億 (−5.4%)
- 新進機構
- 52
- 另有 143 家加碼
- 清倉機構
- 31
- 另有 140 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sterneck Capital Management, LLC | 22,023 | $66.4 萬 | 0.44% | +5,803+35.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 23,252 | $69.4 萬 | 0.00% | +297+1.3% | 加碼 |
| Qsemble Capital Management, LP | 23,800 | $71.8 萬 | 0.13% | +23,800 | 新進 |
| Nissay Asset Management Corp | 23,937 | $72.2 萬 | 0.01% | +708+3.0% | 加碼 |
| Alps Advisors Inc | 23,950 | $72.2 萬 | 0.01% | −21,350−47.1% | 減碼 |
| Epoch Investment Partners, Inc. | 24,455 | $73.8 萬 | 0.00% | +102+0.4% | 加碼 |
| SG Americas Securities, LLC | 25,043 | $75.5 萬 | 0.01% | +25,043 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 25,081 | $75.6 萬 | 0.07% | +25,081 | 新進 |
| Hoertkorn Richard Charles | 25,100 | $75.7 萬 | 0.38% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 27,840 | $77.4 萬 | 0.25% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 26,047 | $78.6 萬 | 0.00% | +152+0.6% | 加碼 |
| Paradigm Asset Management Co LLC | 26,500 | $79.9 萬 | 0.23% | −1,700−6.0% | 減碼 |
| Public Sector Pension Investment Board | 26,945 | $81.3 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 26,962 | $81.3 萬 | 0.00% | −6,441−19.3% | 減碼 |
| Jefferies Financial Group Inc. | 27,155 | $81.9 萬 | 0.02% | +27,155 | 新進 |
| Voya Investment Management LLC | 27,324 | $82.4 萬 | 0.00% | −156−0.6% | 減碼 |
| Banque Pictet & Cie SA | 28,000 | $84.4 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 28,695 | $86.5 萬 | 0.03% | +20,095+233.7% | 加碼 |
| Jeppson Wealth Management, LLC | 28,789 | $86.8 萬 | 0.40% | −105−0.4% | 減碼 |
| Pacific Capital Partners Ltd | 30,404 | $91.7 萬 | 0.55% | +30,404 | 新進 |
| Walleye Trading LLC | 30,566 | $92.2 萬 | 0.02% | −13,525−30.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 30,673 | $92.5 萬 | 0.00% | +14,566+90.4% | 加碼 |
| Handelsbanken Fonder AB | 30,700 | $92.6 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 31,222 | $94.2 萬 | 0.01% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 32,167 | $97.0 萬 | 0.00% | +32,167 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 32,215 | $97.2 萬 | 0.00% | +8,664+36.8% | 加碼 |
| Herbst Group, LLC | 32,400 | $97.7 萬 | 0.70% | −1,900−5.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 32,827 | $99.0 萬 | 0.01% | +32,827 | 新進 |
| Blair William & Co | 33,893 | $102.2 萬 | 0.00% | +14,799+77.5% | 加碼 |
| Amalgamated Bank | 34,361 | $103.6 萬 | 0.01% | +2,787+8.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 34,601 | $104.4 萬 | 0.03% | +5,473+18.8% | 加碼 |
| Park Circle Co | 34,765 | $104.9 萬 | 0.99% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 35,688 | $107.6 萬 | 0.02% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 35,696 | $107.7 萬 | 0.00% | −855−2.3% | 減碼 |
| Tredje AP-fonden | 35,862 | $108.2 萬 | 0.02% | −3,874−9.7% | 減碼 |
| Utah Retirement Systems | 36,300 | $109.5 萬 | 0.02% | +300+0.8% | 加碼 |
| Achmea Investment Management B.V. | 36,604 | $110.4 萬 | 0.02% | −459−1.2% | 減碼 |
| Fred Alger Management, LLC | 36,696 | $110.7 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 36,790 | $111.0 萬 | 0.01% | −2,435−6.2% | 減碼 |
| HighTower Advisors, LLC | 37,377 | $112.1 萬 | 0.00% | +4,534+13.8% | 加碼 |
| Bokf, NA | 41,480 | $114.2 萬 | 0.03% | −3,494−7.8% | 減碼 |
| Truist Financial Corp | 37,896 | $114.3 萬 | 0.00% | +2,980+8.5% | 加碼 |
| GFG Capital, LLC | 38,768 | $116.9 萬 | 0.38% | +306+0.8% | 加碼 |
| Comerica Bank | 40,467 | $122.0 萬 | 0.01% | −364,659−90.0% | 減碼 |
| SEI Investments Co | 41,819 | $126.0 萬 | 0.00% | −876−2.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 42,334 | $127.7 萬 | 0.02% | +42,334 | 新進 |
| First Republic Investment Management, Inc. | 42,966 | $129.6 萬 | 0.00% | +707+1.7% | 加碼 |
| CI Private Wealth, LLC | 44,097 | $133.0 萬 | 0.00% | +1,960+4.7% | 加碼 |
| Swedbank AB | 44,214 | $133.3 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 44,393 | $133.9 萬 | 0.05% | −3,496−7.3% | 減碼 |
| Mariner, LLC | 45,009 | $135.7 萬 | 0.00% | +2,437+5.7% | 加碼 |
| Korea Investment CORP | 46,755 | $141.0 萬 | 0.00% | +8,606+22.6% | 加碼 |
| Allianz Asset Management GmbH | 46,990 | $141.7 萬 | 0.00% | −93,863−66.6% | 減碼 |
| IFM Investors Pty Ltd | 49,531 | $149.4 萬 | 0.02% | 00.0% | 不變 |
| Wolf Group Capital Advisors | 49,774 | $150.1 萬 | 0.71% | −1,496−2.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 50,214 | $151.4 萬 | 0.02% | +2,316+4.8% | 加碼 |
| Gotham Asset Management, LLC | 51,448 | $155.2 萬 | 0.03% | −748−1.4% | 減碼 |
| Neuberger Berman Group LLC | 52,825 | $159.3 萬 | 0.00% | +1,368+2.7% | 加碼 |
| Macquarie Group Ltd | 55,341 | $166.9 萬 | 0.00% | −25,310−31.4% | 減碼 |
| Hemington Wealth Management | 56,151 | $169.3 萬 | 0.80% | −49,742−47.0% | 減碼 |
| Amica Mutual Insurance Co | 56,365 | $170.0 萬 | 0.20% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 56,583 | $170.7 萬 | 0.06% | +5,240+10.2% | 加碼 |
| Sawtooth Solutions, LLC | 56,583 | $170.7 萬 | 0.05% | +5,248+10.2% | 加碼 |
| Twin Capital Management Inc | 56,610 | $170.7 萬 | 0.25% | +56,610 | 新進 |
| Moody National Bank Trust Division | 58,064 | $175.1 萬 | 0.11% | +30,917+113.9% | 加碼 |
| Augustine Asset Management Inc | 58,816 | $177.4 萬 | 0.82% | −1,516−2.5% | 減碼 |
| Mercer Global Advisors Inc | 59,183 | $178.5 萬 | 0.01% | +9,187+18.4% | 加碼 |
| Arizona State Retirement System | 59,276 | $178.8 萬 | 0.02% | −90.0% | 減碼 |
| Citadel Advisors LLC | 59,739 | $180.2 萬 | 0.00% | +52,065+678.5% | 加碼 |
| Nomura Asset Management Co Ltd | 61,162 | $184.5 萬 | 0.01% | +8,406+15.9% | 加碼 |
| Ensign Peak Advisors, Inc | 61,750 | $186.2 萬 | 0.00% | +1,000+1.6% | 加碼 |
| Royal London Asset Management Ltd | 62,424 | $188.3 萬 | 0.01% | +973+1.6% | 加碼 |
| QRG Capital Management, Inc. | 62,637 | $188.9 萬 | 0.03% | +62,637 | 新進 |
| Swiss Life Asset Management Ltd | 63,041 | $190.2 萬 | 0.03% | −17,646−21.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 68,575 | $206.8 萬 | 0.27% | −354−0.5% | 減碼 |
| Pictet Asset Management Holding SA | 68,588 | $206.9 萬 | 0.00% | +68,588 | 新進 |
| Coastal Bridge Advisors, LLC | 70,249 | $211.9 萬 | 0.57% | −153−0.2% | 減碼 |
| Toronto Dominion Bank | 70,601 | $212.9 萬 | 0.00% | −6,269−8.2% | 減碼 |
| Prospera Financial Services Inc | 72,936 | $220.0 萬 | 0.09% | −2,938−3.9% | 減碼 |
| US Bancorp | 76,513 | $230.8 萬 | 0.00% | +1,029+1.4% | 加碼 |
| Stephens Inc | 76,867 | $231.8 萬 | 0.04% | +3,284+4.5% | 加碼 |
| Mesirow Institutional Investment Management, Inc. | 77,352 | $233.3 萬 | 0.24% | −8,908−10.3% | 減碼 |
| Alaska Permanent Fund Corp | 77,600 | $234.0 萬 | 0.04% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 77,993 | $235.2 萬 | 0.33% | +77,993 | 新進 |
| Natixis | 78,546 | $236.9 萬 | 0.02% | −47,463−37.7% | 減碼 |
| Texas Yale Capital Corp. | 79,939 | $241.1 萬 | 0.11% | −1,203−1.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 81,452 | $245.7 萬 | 0.67% | −1,009−1.2% | 減碼 |
| LPL Financial LLC | 81,507 | $245.8 萬 | 0.00% | −6,952−7.9% | 減碼 |
| Asset Management One Co.,Ltd. | 84,349 | $254.4 萬 | 0.01% | +10,317+13.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84,592 | $255.1 萬 | 0.01% | +125+0.1% | 加碼 |
| Sierra Capital LLC | 87,924 | $265.2 萬 | 0.43% | +15,171+20.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,771 | $267.7 萬 | 0.01% | +3,884+4.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 89,203 | $269.0 萬 | 0.01% | +89,203 | 新進 |
| Public Employees Retirement System of Ohio | 91,569 | $276.2 萬 | 0.01% | −7,851−7.9% | 減碼 |
| Treasurer of the State of North Carolina | 92,654 | $279.4 萬 | 0.02% | +470+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 94,305 | $284.5 萬 | 0.00% | +31,892+51.1% | 加碼 |
| Janney Montgomery Scott LLC | 95,820 | $289.0 萬 | 0.01% | −2,048−2.1% | 減碼 |
| Forsta Ap-Fonden | 96,300 | $290.4 萬 | 0.03% | +96,300 | 新進 |
| Royce & Associates LP | 97,280 | $293.4 萬 | 0.03% | 00.0% | 不變 |
| AMG National Trust Bank | 97,487 | $294.0 萬 | 0.10% | +97,487 | 新進 |