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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 26,945 | $81.3 萬 | 0.01% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 26,500 | $79.9 萬 | 0.23% | −1,700−6.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 26,047 | $78.6 萬 | 0.00% | +152+0.6% | 加碼 |
| Waterfront Wealth Inc. | 27,840 | $77.4 萬 | 0.25% | 00.0% | 不變 |
| Hoertkorn Richard Charles | 25,100 | $75.7 萬 | 0.38% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 25,081 | $75.6 萬 | 0.07% | +25,081 | 新進 |
| SG Americas Securities, LLC | 25,043 | $75.5 萬 | 0.01% | +25,043 | 新進 |
| Epoch Investment Partners, Inc. | 24,455 | $73.8 萬 | 0.00% | +102+0.4% | 加碼 |
| Alps Advisors Inc | 23,950 | $72.2 萬 | 0.01% | −21,350−47.1% | 減碼 |
| Nissay Asset Management Corp | 23,937 | $72.2 萬 | 0.01% | +708+3.0% | 加碼 |
| Qsemble Capital Management, LP | 23,800 | $71.8 萬 | 0.13% | +23,800 | 新進 |
| DekaBank Deutsche Girozentrale | 23,252 | $69.4 萬 | 0.00% | +297+1.3% | 加碼 |
| Sterneck Capital Management, LLC | 22,023 | $66.4 萬 | 0.44% | +5,803+35.8% | 加碼 |
| New York Life Investment Management LLC | 21,455 | $64.7 萬 | 0.01% | +11,328+111.9% | 加碼 |
| Apollon Wealth Management, LLC | 21,431 | $64.6 萬 | 0.03% | +9,988+87.3% | 加碼 |
| Riverwater Partners LLC | 21,379 | $64.5 萬 | 0.59% | +21,379 | 新進 |
| Kendall Capital Management | 20,512 | $61.9 萬 | 0.27% | −6,595−24.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 20,500 | $61.8 萬 | 0.01% | +10,500+105.0% | 加碼 |
| Ethic Inc. | 20,332 | $61.4 萬 | 0.02% | −199−1.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Emfo, LLC | 19,975 | $60.2 萬 | 0.57% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $59.2 萬 | 0.02% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 19,589 | $59.1 萬 | 0.01% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 19,354 | $58.3 萬 | 0.02% | −1,700−8.1% | 減碼 |
| Janus Henderson Group PLC | 19,248 | $58.1 萬 | 0.00% | +6,252+48.1% | 加碼 |
| Capital Management Associates | 19,236 | $58.0 萬 | 0.85% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 18,564 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 18,420 | $55.6 萬 | 0.07% | +781+4.4% | 加碼 |
| Empowered Funds, LLC | 18,248 | $55.0 萬 | 0.02% | +521+2.9% | 加碼 |
| Dividend Assets Capital, LLC | 18,200 | $54.9 萬 | 0.11% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 18,185 | $54.8 萬 | 0.02% | +250+1.4% | 加碼 |
| GTS Securities LLC | 18,141 | $54.7 萬 | 0.01% | +5,656+45.3% | 加碼 |
| TD Waterhouse Canada Inc. | 16,399 | $53.6 萬 | 0.01% | −810−4.7% | 減碼 |
| Captrust Financial Advisors | 17,754 | $53.5 萬 | 0.00% | +381+2.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,711 | $53.4 萬 | 0.00% | +670+3.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 17,575 | $53.0 萬 | 0.01% | +1,874+11.9% | 加碼 |
| Carson Advisory Inc. | 17,509 | $52.8 萬 | 0.46% | −495−2.7% | 減碼 |
| Arete Wealth Advisors, LLC | 17,392 | $52.5 萬 | 0.09% | +3,914+29.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,277 | $52.1 萬 | 0.01% | −36−0.2% | 減碼 |
| Garrison Bradford & Associates Inc | 16,895 | $51.0 萬 | 0.60% | +21+0.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 16,846 | $50.8 萬 | 0.05% | +3,023+21.9% | 加碼 |
| Teacher Retirement System of Texas | 16,797 | $50.7 萬 | 0.00% | +372+2.3% | 加碼 |
| Principal Financial Group Inc | 16,575 | $50.0 萬 | 0.00% | +862+5.5% | 加碼 |
| Snowden Capital Advisors LLC | 16,381 | $49.4 萬 | 0.02% | +96+0.6% | 加碼 |
| Integrated Wealth Concepts LLC | 16,379 | $49.4 萬 | 0.01% | −2,866−14.9% | 減碼 |
| Maryland State Retirement & Pension System | 15,934 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Zhang Financial LLC | 15,923 | $48.0 萬 | 0.05% | −76−0.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 15,743 | $47.5 萬 | 0.03% | +5,268+50.3% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $47.4 萬 | 0.04% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 15,184 | $45.8 萬 | 0.00% | +460+3.1% | 加碼 |
| Capula Management Ltd | 15,100 | $45.5 萬 | 0.03% | −120−0.8% | 減碼 |
| TBH Global Asset Management, LLC | 15,096 | $45.5 萬 | 0.09% | −510−3.3% | 減碼 |
| Capital International Inc | 14,931 | $45.0 萬 | 0.01% | +3,221+27.5% | 加碼 |
| Prudential PLC | 14,920 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 14,920 | $45.0 萬 | 0.08% | +14,920 | 新進 |
| AXA S.A. | 14,878 | $44.9 萬 | 0.00% | −16,076−51.9% | 減碼 |
| National Asset Management, Inc. | 14,829 | $44.7 萬 | 0.01% | −8,681−36.9% | 減碼 |
| Synovus Financial Corp | 14,751 | $44.5 萬 | 0.01% | +14,751 | 新進 |
| La Banque Postale Asset Management SA | 13,941 | $42.0 萬 | 0.01% | +13,941 | 新進 |
| O'Rourke & Company, Inc | 13,746 | $41.5 萬 | 0.30% | −764−5.3% | 減碼 |
| MML Investors Services, LLC | 13,700 | $41.3 萬 | 0.00% | +1,548+12.7% | 加碼 |
| First Manhattan Co | 13,225 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 13,008 | $39.2 萬 | 0.01% | +5,506+73.4% | 加碼 |
| Daiwa Securities Group Inc. | 12,973 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 12,907 | $38.9 萬 | 0.27% | +12,907 | 新進 |
| Van Eck Associates Corp | 12,817 | $38.7 萬 | 0.00% | −16,781−56.7% | 減碼 |
| McGowan Group Asset Management, Inc. | 12,299 | $37.1 萬 | 0.06% | −505−3.9% | 減碼 |
| Nordea Investment Management AB | 11,815 | $36.1 萬 | 0.00% | 00.0% | 不變 |
| Stiles Financial Services Inc | 11,913 | $35.9 萬 | 0.19% | +117+1.0% | 加碼 |
| Carret Asset Management, LLC | 11,800 | $35.6 萬 | 0.05% | +3,450+41.3% | 加碼 |
| Intrepid Capital Management Inc | 11,798 | $35.6 萬 | 0.25% | +5,530+88.2% | 加碼 |
| Glenmede Trust Co NA | 11,131 | $33.6 萬 | 0.00% | +11,131 | 新進 |
| Kovack Advisors, Inc. | 10,936 | $33.0 萬 | 0.05% | +32+0.3% | 加碼 |
| North Star Investment Management Corp. | 10,831 | $32.7 萬 | 0.03% | +810+8.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 10,700 | $32.3 萬 | 0.00% | −3,745−25.9% | 減碼 |
| Yorktown Management & Research Co Inc | 10,600 | $32.0 萬 | 0.36% | 00.0% | 不變 |
| Cetera Investment Advisers | 10,477 | $31.6 萬 | 0.00% | −797−7.1% | 減碼 |
| TD Private Client Wealth LLC | 10,348 | $31.2 萬 | 0.01% | +10,348 | 新進 |
| Wolverine Trading, LLC | 10,339 | $31.2 萬 | 0.00% | +10,339 | 新進 |
| Guinness Asset Management LTD | 10,068 | $30.4 萬 | 0.01% | −1,134−10.1% | 減碼 |
| Slow Capital, Inc. | 10,030 | $30.3 萬 | 0.06% | −16−0.2% | 減碼 |
| Teramo Advisors, LLC | 10,000 | $30.2 萬 | 0.16% | +10,000 | 新進 |
| PFG Investments, LLC | 9,890 | $29.8 萬 | 0.06% | −2,246−18.5% | 減碼 |
| Cetera Advisor Networks LLC | 9,768 | $29.5 萬 | 0.00% | +1,425+17.1% | 加碼 |
| ExodusPoint Capital Management, LP | 9,534 | $28.8 萬 | 0.00% | +9,534 | 新進 |
| Fort Sheridan Advisors LLC | 9,500 | $28.7 萬 | 0.06% | −600−5.9% | 減碼 |
| Glenview Trust Co | 9,414 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| FFT Wealth Management LLC | 9,153 | $27.6 萬 | 0.04% | +663+7.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,790 | $26.5 萬 | 0.02% | +803+10.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 8,770 | $26.4 萬 | 0.15% | −1,388−13.7% | 減碼 |
| E&G Advisors, LP | 8,600 | $25.9 萬 | 0.09% | −100−1.1% | 減碼 |
| Moors & Cabot, Inc. | 8,578 | $25.9 萬 | 0.02% | −175−2.0% | 減碼 |
| Franklin Resources Inc | 8,536 | $25.7 萬 | 0.00% | +29+0.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,520 | $25.7 萬 | 0.09% | +8,520 | 新進 |
| Fiduciary Group LLC | 8,400 | $25.3 萬 | 0.03% | +100+1.2% | 加碼 |
| Collective Family Office LLC | 8,350 | $25.2 萬 | 0.10% | −800−8.7% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $24.7 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 8,141 | $24.6 萬 | 0.00% | −1,025−11.2% | 減碼 |
| Triangle Securities Wealth Management | 8,070 | $24.3 萬 | 0.09% | 00.0% | 不變 |
| M&T Bank Corp | 7,931 | $23.9 萬 | 0.00% | −2,519−24.1% | 減碼 |