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 |
|---|---|---|---|---|---|
| Aviva PLC | 7,918 | $23.9 萬 | 0.00% | −133−1.7% | 減碼 |
| JustInvest LLC | 7,917 | $23.9 萬 | 0.01% | +103+1.3% | 加碼 |
| Visionary Wealth Advisors | 7,890 | $23.8 萬 | 0.02% | −300−3.7% | 減碼 |
| NewEdge Wealth, LLC | 7,857 | $23.7 萬 | 0.01% | +218+2.9% | 加碼 |
| Fort Point Capital Partners LLC | 7,800 | $23.5 萬 | 0.04% | −3,560−31.3% | 減碼 |
| Centiva Capital, LP | 7,643 | $23.1 萬 | 0.01% | +7,643 | 新進 |
| Xponance, Inc. | 7,616 | $23.0 萬 | 0.00% | +272+3.7% | 加碼 |
| Colony Group LLC | 7,592 | $22.9 萬 | 0.00% | −595−7.3% | 減碼 |
| Ancora Advisors, LLC | 7,500 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 7,493 | $22.6 萬 | 0.02% | +583+8.4% | 加碼 |
| EdgeRock Capital LLC | 7,491 | $22.6 萬 | 0.14% | 00.0% | 不變 |
| CWM, LLC | 7,451 | $22.5 萬 | 0.00% | +5,180+228.1% | 加碼 |
| Ossiam | 7,328 | $22.1 萬 | 0.00% | −27,424−78.9% | 減碼 |
| Kestra Advisory Services, LLC | 7,328 | $22.1 萬 | 0.00% | +7,328 | 新進 |
| Enterprise Financial Services Corp | 7,312 | $22.1 萬 | 0.15% | −20−0.3% | 減碼 |
| CIBC Asset Management Inc | 7,298 | $22.0 萬 | 0.00% | +789+12.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,042 | $21.5 萬 | 0.00% | −16,289−69.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,070 | $21.3 萬 | 0.00% | +7,070 | 新進 |
| Amica Retiree Medical Trust | 7,066 | $21.3 萬 | 0.25% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $21.3 萬 | 0.04% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 7,031 | $21.2 萬 | 0.02% | −1,000−12.5% | 減碼 |
| Pathstone Family Office, LLC | 6,969 | $21.0 萬 | 0.00% | +6,969 | 新進 |
| KRS Capital Management, LLC | 6,950 | $21.0 萬 | 0.22% | +6,950 | 新進 |
| BFSG, LLC | 6,810 | $20.5 萬 | 0.03% | +6,810 | 新進 |
| Cresset Asset Management, LLC | 6,726 | $20.3 萬 | 0.00% | −140−2.0% | 減碼 |
| Nisa Investment Advisors, LLC | 6,200 | $18.7 萬 | 0.00% | +6,200 | 新進 |
| Highlander Capital Management, LLC | 6,115 | $18.4 萬 | 0.07% | +190+3.2% | 加碼 |
| Spirit of America Management Corp | 6,050 | $18.2 萬 | 0.04% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 6,000 | $18.1 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 5,927 | $17.9 萬 | 0.00% | −122−2.0% | 減碼 |
| Spire Wealth Management | 5,155 | $15.6 萬 | 0.01% | +12+0.2% | 加碼 |
| Vestcor Inc | 4,684 | $14.1 萬 | 0.01% | −28,900−86.1% | 減碼 |
| Storebrand Asset Management AS | 4,337 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 4,183 | $12.6 萬 | 0.00% | +5+0.1% | 加碼 |
| Ci Investments Inc. | 4,146 | $12.5 萬 | 0.00% | −9−0.2% | 減碼 |
| Cutler Group LP | 4,097 | $12.3 萬 | 0.02% | +1,500+57.8% | 加碼 |
| GWM Advisors LLC | 3,121 | $9.41 萬 | 0.00% | −2−0.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,027 | $9.13 萬 | 0.00% | −3,960−56.7% | 減碼 |
| Banque Cantonale Vaudoise | 2,893 | $8.70 萬 | 0.00% | +593+25.8% | 加碼 |
| Carmel Capital Partners, LLC | 2,847 | $8.59 萬 | 0.04% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 2,800 | $8.44 萬 | 0.02% | +2,800 | 新進 |
| Sandy Spring Bank | 2,648 | $7.99 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 2,528 | $7.62 萬 | 0.02% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,494 | $7.52 萬 | 0.17% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,344 | $7.07 萬 | 0.00% | −400−14.6% | 減碼 |
| Larson Financial Group LLC | 2,155 | $6.50 萬 | 0.01% | −300−12.2% | 減碼 |
| Tower View Investment Management & Research LLC | 2,111 | $6.40 萬 | 0.04% | +24+1.1% | 加碼 |
| Focused Wealth Management, Inc | 2,086 | $6.29 萬 | 0.01% | +8+0.4% | 加碼 |
| Concord Wealth Partners | 2,000 | $6.03 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 1,779 | $5.37 萬 | 0.00% | −101−5.4% | 減碼 |
| Fifth Third Bancorp | 1,745 | $5.26 萬 | 0.00% | −459−20.8% | 減碼 |
| Western Pacific Wealth Management, LP | 1,743 | $5.26 萬 | 0.04% | +135+8.4% | 加碼 |
| Ostrum Asset Management | 1,665 | $5.02 萬 | 0.00% | −12−0.7% | 減碼 |
| Clear Street Markets LLC | 1,652 | $5.00 萬 | 0.04% | +1,652 | 新進 |
| Bogart Wealth, LLC | 1,597 | $4.82 萬 | 0.00% | +72+4.7% | 加碼 |
| Desjardins Global Asset Management Inc. | 1,583 | $4.77 萬 | 0.01% | +1,583 | 新進 |
| UniSuper Management Pty Ltd | 1,400 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,300 | $3.92 萬 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,154 | $3.48 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,145 | $3.45 萬 | 0.01% | −46−3.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,101 | $3.32 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,101 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 1,040 | $3.14 萬 | 0.00% | −255−19.7% | 減碼 |
| Sunbelt Securities, Inc. | 1,010 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 1,000 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| Gould Capital, LLC | 1,000 | $3.01 萬 | 0.02% | −102−9.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 943 | $2.84 萬 | 0.00% | +265+39.1% | 加碼 |
| Denali Advisors LLC | 927 | $2.80 萬 | 0.01% | +88+10.5% | 加碼 |
| Proequities, Inc. | 920 | $2.77 萬 | 0.00% | +20+2.2% | 加碼 |
| AdvisorNet Financial, Inc | 814 | $2.46 萬 | 0.00% | +453+125.5% | 加碼 |
| Covestor Ltd | 773 | $2.30 萬 | 0.02% | −414−34.9% | 減碼 |
| Acadian Asset Management LLC | 727 | $2.10 萬 | 0.00% | −5,033−87.4% | 減碼 |
| Massmutual Trust Co FSB | 609 | $1.84 萬 | 0.00% | +580+2,000.0% | 加碼 |
| Benjamin Edwards Inc | 498 | $1.50 萬 | 0.00% | +212+74.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 475 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 458 | $1.37 萬 | 0.00% | −12−2.6% | 減碼 |
| Cornerstone Planning Group LLC | 449 | $1.35 萬 | 0.01% | −71−13.7% | 減碼 |
| Castleview Partners, LLC | 432 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Optimum Investment Advisors | 400 | $1.21 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 355 | $1.07 萬 | 0.00% | +355 | 新進 |
| Evermay Wealth Management LLC | 308 | $9,290 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 300 | $9,048 | 0.00% | −300−50.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 300 | $9,048 | 0.00% | 00.0% | 不變 |
| AM Squared Ltd | 300 | $9,048 | 0.01% | 00.0% | 不變 |
| TSFG, LLC | 300 | $9,000 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 295 | $8,626 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 283 | $8,535 | 0.00% | +51+22.0% | 加碼 |
| Parallel Advisors, LLC | 255 | $7,691 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 252 | $7,597 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 250 | $7,540 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 232 | $6,997 | 0.00% | +232 | 新進 |
| Farther Finance Advisors, LLC | 204 | $6,153 | 0.00% | +157+334.0% | 加碼 |
| Glen Eagle Advisors, LLC | 200 | $6,032 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 186 | $5,610 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 167 | $5,037 | 0.00% | −342−67.2% | 減碼 |
| First Horizon Advisors, Inc. | 156 | $4,705 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 147 | $4,434 | 0.00% | +21+16.7% | 加碼 |
| Ronald Blue Trust, Inc. | 118 | $4,000 | 0.00% | +111+1,585.7% | 加碼 |
| JFS Wealth Advisors, LLC | 107 | $3,228 | 0.00% | +60+127.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3,016 | 0.00% | 00.0% | 不變 |