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 4 季 13F 持有人
Carlyle Group Inc. 在 2023/12/31 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
- 471
- 較 2023 年第 3 季 +65 家
- 持有股數
- 2.13 億
- 較 2023 年第 3 季 +672.4 萬 (+3.3%)
- 總市值
- $86.7 億
- 較 2023 年第 3 季 +$24.4 億 (+39.3%)
- 新進機構
- 98
- 另有 156 家加碼
- 清倉機構
- 33
- 另有 159 家減碼
另有 7 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 126,625 | $515.2 萬 | 0.01% | +3,503+2.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 123,591 | $502.9 萬 | 0.04% | +90,764+276.5% | 加碼 |
| KBC Group NV | 122,214 | $497.3 萬 | 0.02% | −21,354−14.9% | 減碼 |
| MetLife Investment Management | 121,957 | $496.2 萬 | 0.04% | +117,774+2,815.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 120,758 | $491.4 萬 | 0.01% | +67+0.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 114,534 | $466.0 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 111,957 | $455.6 萬 | 0.05% | +86,914+347.1% | 加碼 |
| State of Wisconsin Investment Board | 111,532 | $453.8 萬 | 0.01% | −4,072−3.5% | 減碼 |
| Prana Capital Management, LP | 108,023 | $439.5 萬 | 0.26% | +108,023 | 新進 |
| Compagnie Lombard Odier SCmA | 107,005 | $435.4 萬 | 0.08% | 00.0% | 不變 |
| Cinctive Capital Management LP | 106,474 | $433.2 萬 | 0.30% | +106,474 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 105,610 | $429.7 萬 | 0.01% | −13,158−11.1% | 減碼 |
| American Century Companies Inc | 105,556 | $429.5 萬 | 0.00% | −43,327−29.1% | 減碼 |
| Degroof Petercam Asset Management | 104,500 | $425.2 萬 | 0.06% | +104,500 | 新進 |
| Equitable Trust Co | 104,223 | $424.1 萬 | 0.32% | −247−0.2% | 減碼 |
| Yousif Capital Management, LLC | 103,313 | $420.4 萬 | 0.05% | +103,313 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,438 | $411.9 萬 | 0.01% | +20,846+24.6% | 加碼 |
| STRS Ohio | 100,350 | $408.3 萬 | 0.02% | −17,519−14.9% | 減碼 |
| Stanley-Laman Group, Ltd. | 99,336 | $404.2 萬 | 0.62% | −6,134−5.8% | 減碼 |
| Public Employees Retirement System of Ohio | 98,802 | $402.0 萬 | 0.02% | +7,233+7.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,765 | $401.9 萬 | 0.05% | −3,200−3.1% | 減碼 |
| Royce & Associates LP | 97,269 | $395.8 萬 | 0.04% | −110.0% | 減碼 |
| AMG National Trust Bank | 97,133 | $395.2 萬 | 0.12% | −354−0.4% | 減碼 |
| Nwam LLC | 97,090 | $395.1 萬 | 0.32% | −21,620−18.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,047 | $386.7 萬 | 0.01% | +6,276+7.1% | 加碼 |
| LPL Financial LLC | 94,414 | $384.2 萬 | 0.00% | +12,907+15.8% | 加碼 |
| Commonwealth Equity Services, LLC | 94,049 | $382.7 萬 | 0.01% | −15,135−13.9% | 減碼 |
| Nomura Holdings Inc | 93,706 | $381.3 萬 | 0.03% | +93,706 | 新進 |
| Treasurer of the State of North Carolina | 93,564 | $380.7 萬 | 0.02% | +910+1.0% | 加碼 |
| Texas Yale Capital Corp. | 85,484 | $347.8 萬 | 0.17% | +5,545+6.9% | 加碼 |
| Asset Management One Co.,Ltd. | 82,179 | $342.7 萬 | 0.01% | −2,170−2.6% | 減碼 |
| Teza Capital Management LLC | 81,545 | $331.8 萬 | 0.55% | +81,545 | 新進 |
| Janney Montgomery Scott LLC | 80,519 | $327.6 萬 | 0.01% | −15,301−16.0% | 減碼 |
| Stephens Inc | 79,567 | $323.8 萬 | 0.06% | +2,700+3.5% | 加碼 |
| Wolverine Trading, LLC | 78,211 | $318.2 萬 | 0.02% | +67,872+656.5% | 加碼 |
| Pictet Asset Management Holding SA | 78,017 | $317.5 萬 | 0.00% | +9,429+13.7% | 加碼 |
| Groupama Asset Managment | 76,896 | $313.0 萬 | 0.08% | +76,896 | 新進 |
| US Bancorp | 76,190 | $310.0 萬 | 0.00% | −323−0.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 76,000 | $309.2 萬 | 0.03% | +76,000 | 新進 |
| Alaska Permanent Fund Corp | 75,071 | $305.5 萬 | 0.05% | −2,529−3.3% | 減碼 |
| Wellington Shields Capital Management, LLC | 74,420 | $302.8 萬 | 0.38% | +5,845+8.5% | 加碼 |
| Ensign Peak Advisors, Inc | 73,565 | $299.3 萬 | 0.01% | +11,815+19.1% | 加碼 |
| Sierra Capital LLC | 72,753 | $296.0 萬 | 0.43% | −15,171−17.3% | 減碼 |
| Standard Life Aberdeen plc | 72,456 | $294.8 萬 | 0.01% | +36,760+103.0% | 加碼 |
| Advisor Group Holdings, Inc. | 71,107 | $289.4 萬 | 0.01% | −23,198−24.6% | 減碼 |
| Citigroup Inc | 69,945 | $284.6 萬 | 0.00% | −47,630−40.5% | 減碼 |
| Bank of Nova Scotia | 69,931 | $284.5 萬 | 0.01% | −128,428−64.7% | 減碼 |
| Kames Capital plc | 69,159 | $281.4 萬 | 0.04% | +69,159 | 新進 |
| Mesirow Institutional Investment Management, Inc. | 68,761 | $279.8 萬 | 0.26% | −8,591−11.1% | 減碼 |
| HSBC Holdings PLC | 68,664 | $279.4 萬 | 0.00% | −32,893−32.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 68,545 | $278.9 萬 | 0.71% | −1,704−2.4% | 減碼 |
| QRG Capital Management, Inc. | 66,395 | $270.2 萬 | 0.04% | +3,758+6.0% | 加碼 |
| Royal London Asset Management Ltd | 64,513 | $262.5 萬 | 0.01% | +2,089+3.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 64,049 | $260.6 萬 | 0.74% | −17,403−21.4% | 減碼 |
| Mercer Global Advisors Inc | 62,476 | $254.2 萬 | 0.01% | +3,293+5.6% | 加碼 |
| Augustine Asset Management Inc | 61,747 | $251.2 萬 | 1.11% | +2,931+5.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 60,923 | $247.9 萬 | 0.04% | +60,923 | 新進 |
| Louisiana State Employees Retirement System | 60,800 | $247.4 萬 | 0.05% | +60,800 | 新進 |
| Arizona State Retirement System | 59,358 | $241.5 萬 | 0.02% | +82+0.1% | 加碼 |
| Nomura Asset Management Co Ltd | 59,183 | $240.8 萬 | 0.01% | −1,979−3.2% | 減碼 |
| Neuberger Berman Group LLC | 57,199 | $232.7 萬 | 0.00% | +4,374+8.3% | 加碼 |
| Toronto Dominion Bank | 56,870 | $231.4 萬 | 0.00% | −13,731−19.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 55,777 | $227.0 萬 | 0.03% | +5,563+11.1% | 加碼 |
| Sawtooth Solutions, LLC | 55,766 | $226.9 萬 | 0.06% | −817−1.4% | 減碼 |
| Bleakley Financial Group, LLC | 55,766 | $226.9 萬 | 0.07% | −817−1.4% | 減碼 |
| Hemington Wealth Management | 55,716 | $226.7 萬 | 0.87% | −435−0.8% | 減碼 |
| Twin Capital Management Inc | 55,322 | $225.1 萬 | 0.29% | −1,288−2.3% | 減碼 |
| Aviva PLC | 54,352 | $221.2 萬 | 0.01% | +46,434+586.4% | 加碼 |
| Cerity Partners LLC | 54,289 | $220.9 萬 | 0.01% | +54,289 | 新進 |
| Jefferies Financial Group Inc. | 53,990 | $219.7 萬 | 0.03% | +26,835+98.8% | 加碼 |
| Macquarie Group Ltd | 52,682 | $214.4 萬 | 0.00% | −2,659−4.8% | 減碼 |
| State of Michigan Retirement System | 51,900 | $211.2 萬 | 0.01% | +51,900 | 新進 |
| Diversified Trust Co | 51,847 | $211.0 萬 | 0.07% | +51,847 | 新進 |
| Forsta Ap-Fonden | 51,700 | $210.4 萬 | 0.02% | −44,600−46.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 49,740 | $202.4 萬 | 0.02% | +21,045+73.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,159 | $196.0 萬 | 0.05% | +48,159 | 新進 |
| Ameritas Investment Partners, Inc. | 48,084 | $195.7 萬 | 0.07% | +48,084 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,768 | $194.4 萬 | 0.01% | +47,768 | 新進 |
| Mirabaud Asset Management Ltd | 46,824 | $190.5 萬 | 0.82% | +46,824 | 新進 |
| IFM Investors Pty Ltd | 46,536 | $189.4 萬 | 0.02% | −2,995−6.0% | 減碼 |
| Allianz Asset Management GmbH | 46,370 | $188.7 萬 | 0.00% | −620−1.3% | 減碼 |
| Mariner, LLC | 43,888 | $178.6 萬 | 0.00% | −1,121−2.5% | 減碼 |
| Gotham Asset Management, LLC | 43,858 | $178.5 萬 | 0.03% | −7,590−14.8% | 減碼 |
| New Mexico Educational Retirement Board | 43,600 | $177.4 萬 | 0.07% | +43,600 | 新進 |
| Blair William & Co | 43,108 | $175.4 萬 | 0.01% | +9,215+27.2% | 加碼 |
| Korea Investment CORP | 43,039 | $175.1 萬 | 0.00% | −3,716−7.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 42,334 | $172.3 萬 | 0.02% | 00.0% | 不變 |
| Man Group plc | 41,069 | $167.1 萬 | 0.00% | +41,069 | 新進 |
| Northwestern Mutual Wealth Management Co | 41,004 | $166.8 萬 | 0.00% | +10,331+33.7% | 加碼 |
| CI Private Wealth, LLC | 40,930 | $166.5 萬 | 0.00% | −3,167−7.2% | 減碼 |
| Amica Mutual Insurance Co | 40,680 | $165.5 萬 | 0.18% | −15,685−27.8% | 減碼 |
| Kestra Advisory Services, LLC | 40,628 | $165.3 萬 | 0.01% | +33,300+454.4% | 加碼 |
| Wolf Group Capital Advisors | 51,107 | $163.3 萬 | 0.77% | +1,333+2.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 38,965 | $158.5 萬 | 0.15% | +13,884+55.4% | 加碼 |
| Bokf, NA | 38,668 | $157.3 萬 | 0.03% | −2,812−6.8% | 減碼 |
| GFG Capital, LLC | 38,210 | $155.5 萬 | 0.42% | −558−1.4% | 減碼 |
| HighTower Advisors, LLC | 38,133 | $154.9 萬 | 0.00% | +756+2.0% | 加碼 |
| Moody National Bank Trust Division | 37,479 | $152.5 萬 | 0.12% | −20,585−35.5% | 減碼 |
| Achmea Investment Management B.V. | 36,604 | $148.9 萬 | 0.03% | 00.0% | 不變 |
| Utah Retirement Systems | 36,500 | $148.5 萬 | 0.02% | +200+0.6% | 加碼 |