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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 11,980 | $48.7 萬 | 0.13% | +11,980 | 新進 |
| Guinness Asset Management LTD | 11,956 | $48.6 萬 | 0.01% | +1,888+18.8% | 加碼 |
| Pathstone Holdings, LLC | 11,923 | $48.5 萬 | 0.00% | +11,923 | 新進 |
| McGowan Group Asset Management, Inc. | 11,803 | $48.0 萬 | 0.08% | −496−4.0% | 減碼 |
| ProShare Advisors LLC | 11,386 | $46.3 萬 | 0.00% | +11,386 | 新進 |
| Glenmede Trust Co NA | 11,331 | $46.1 萬 | 0.00% | +200+1.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 11,205 | $45.6 萬 | 0.01% | +10,730+2,258.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 11,043 | $44.9 萬 | 0.20% | +2,273+25.9% | 加碼 |
| JustInvest LLC | 10,897 | $44.3 萬 | 0.01% | +2,980+37.6% | 加碼 |
| North Star Investment Management Corp. | 10,879 | $44.3 萬 | 0.03% | +48+0.4% | 加碼 |
| Kovack Advisors, Inc. | 10,854 | $44.2 萬 | 0.05% | −82−0.7% | 減碼 |
| Qsemble Capital Management, LP | 10,847 | $44.1 萬 | 0.11% | −12,953−54.4% | 減碼 |
| PFG Investments, LLC | 10,727 | $43.6 萬 | 0.08% | +837+8.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 10,700 | $43.5 萬 | 0.00% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 10,600 | $43.1 萬 | 0.45% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 10,314 | $42.0 萬 | 0.00% | +546+5.6% | 加碼 |
| Capula Management Ltd | 10,200 | $41.5 萬 | 0.03% | −4,900−32.5% | 減碼 |
| TD Private Client Wealth LLC | 10,179 | $41.4 萬 | 0.01% | −169−1.6% | 減碼 |
| FFT Wealth Management LLC | 10,075 | $41.0 萬 | 0.04% | +922+10.1% | 加碼 |
| Teramo Advisors, LLC | 10,000 | $40.7 萬 | 0.22% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 10,000 | $40.7 萬 | 0.05% | +10,000 | 新進 |
| Teacher Retirement System of Texas | 9,988 | $40.6 萬 | 0.00% | −6,809−40.5% | 減碼 |
| Cresset Asset Management, LLC | 9,527 | $38.8 萬 | 0.00% | +2,801+41.6% | 加碼 |
| Fort Sheridan Advisors LLC | 9,500 | $38.7 萬 | 0.08% | 00.0% | 不變 |
| Slow Capital, Inc. | 9,432 | $38.4 萬 | 0.07% | −598−6.0% | 減碼 |
| Glenview Trust Co | 9,414 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Shelton Capital Management | 9,309 | $37.9 萬 | 0.01% | +9,309 | 新進 |
| Sigma Planning Corp | 9,205 | $37.5 萬 | 0.03% | −35,188−79.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,175 | $37.3 萬 | 0.02% | +385+4.4% | 加碼 |
| Triangle Securities Wealth Management | 9,170 | $37.3 萬 | 0.12% | +1,100+13.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 9,095 | $37.0 萬 | 0.04% | +9,095 | 新進 |
| E&G Advisors, LP | 8,731 | $35.5 萬 | 0.13% | +131+1.5% | 加碼 |
| Cetera Investment Advisers | 8,558 | $34.8 萬 | 0.00% | −1,919−18.3% | 減碼 |
| Ethic Inc. | 8,440 | $34.3 萬 | 0.01% | −11,892−58.5% | 減碼 |
| Fiduciary Group LLC | 8,400 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 8,200 | $33.4 萬 | 0.03% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 8,031 | $32.7 萬 | 0.03% | +1,000+14.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,852 | $32.0 萬 | 0.00% | +782+11.1% | 加碼 |
| Visionary Wealth Advisors | 7,845 | $31.9 萬 | 0.02% | −45−0.6% | 減碼 |
| NewEdge Wealth, LLC | 7,813 | $31.8 萬 | 0.01% | −44−0.6% | 減碼 |
| Moors & Cabot, Inc. | 7,778 | $31.6 萬 | 0.02% | −800−9.3% | 減碼 |
| Lake Street Advisors Group, LLC | 7,700 | $31.3 萬 | 0.02% | +7,700 | 新進 |
| Moneta Group Investment Advisors LLC | 7,554 | $30.7 萬 | 0.01% | +7,554 | 新進 |
| EdgeRock Capital LLC | 7,491 | $30.7 萬 | 0.22% | 00.0% | 不變 |
| Ossiam | 7,328 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Machina Capital S.A.S. | 7,255 | $29.5 萬 | 0.19% | +7,255 | 新進 |
| Fort Point Capital Partners LLC | 7,250 | $29.5 萬 | 0.05% | −550−7.1% | 減碼 |
| Enterprise Financial Services Corp | 7,192 | $29.3 萬 | 0.18% | −120−1.6% | 減碼 |
| Keebeck Wealth Management, LLC | 7,057 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 7,029 | $28.6 萬 | 0.04% | +7,029 | 新進 |
| Colony Group, LLC | 6,778 | $27.6 萬 | 0.00% | +6,778 | 新進 |
| KRS Capital Management, LLC | 6,780 | $27.6 萬 | 0.26% | −170−2.4% | 減碼 |
| CIBC Asset Management Inc | 6,727 | $27.4 萬 | 0.00% | −571−7.8% | 減碼 |
| Park Avenue Securities LLC | 6,541 | $26.6 萬 | 0.00% | +6,541 | 新進 |
| Northeast Investment Management | 6,500 | $26.4 萬 | 0.01% | +6,500 | 新進 |
| Profund Advisors LLC | 6,496 | $26.4 萬 | 0.01% | +6,496 | 新進 |
| BFSG, LLC | 6,330 | $25.8 萬 | 0.04% | −480−7.0% | 減碼 |
| DMG Group, LLC | 6,304 | $25.7 萬 | 0.24% | +6,304 | 新進 |
| Landscape Capital Management, L.L.C. | 6,168 | $25.1 萬 | 0.02% | +6,168 | 新進 |
| Spirit of America Management Corp | 6,050 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| CIBC World Markets Corp | 6,017 | $24.5 萬 | 0.00% | +6,017 | 新進 |
| Duality Advisers, LP | 6,011 | $24.5 萬 | 0.03% | +6,011 | 新進 |
| Harbor Investment Advisory, LLC | 6,000 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| Pictet North America Advisors SA | 5,950 | $24.2 萬 | 0.03% | +5,950 | 新進 |
| Private Advisor Group, LLC | 5,914 | $24.1 萬 | 0.00% | +5,914 | 新進 |
| M&T Bank Corp | 5,773 | $23.5 萬 | 0.00% | −2,158−27.2% | 減碼 |
| Highlander Capital Management, LLC | 5,765 | $23.5 萬 | 0.08% | −350−5.7% | 減碼 |
| Two Sigma Securities, LLC | 5,694 | $23.2 萬 | 0.01% | +5,694 | 新進 |
| Williams Jones Wealth Management, LLC. | 5,620 | $22.9 萬 | 0.00% | +5,620 | 新進 |
| Westbourne Investment Advisors, Inc. | 5,500 | $22.4 萬 | 0.09% | +5,500 | 新進 |
| Leonteq Securities AG | 5,370 | $21.9 萬 | 0.03% | −2,123−28.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 5,423 | $21.3 萬 | 0.01% | +5,423 | 新進 |
| Wellington Management Group LLP | 5,224 | $21.3 萬 | 0.00% | +5,224 | 新進 |
| Abel Hall, LLC | 5,187 | $21.1 萬 | 0.18% | +5,187 | 新進 |
| Regatta Capital Group, LLC | 5,144 | $20.9 萬 | 0.06% | +5,144 | 新進 |
| Symmetry Partners, LLC | 4,972 | $20.7 萬 | 0.01% | +4,972 | 新進 |
| Mission Wealth Management, LP | 5,014 | $20.4 萬 | 0.01% | +5,014 | 新進 |
| Investment Management Corp of Ontario | 5,009 | $20.4 萬 | 0.00% | +5,009 | 新進 |
| Spire Wealth Management | 5,095 | $20.2 萬 | 0.01% | −60−1.2% | 減碼 |
| YHB Investment Advisors, Inc. | 4,965 | $20.2 萬 | 0.02% | +4,965 | 新進 |
| Umb Bank N A | 4,827 | $19.6 萬 | 0.00% | −1,100−18.6% | 減碼 |
| Vestcor Inc | 4,596 | $18.7 萬 | 0.01% | −88−1.9% | 減碼 |
| Ci Investments Inc. | 3,993 | $16.2 萬 | 0.00% | −153−3.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,857 | $11.6 萬 | 0.01% | +1,914+203.0% | 加碼 |
| Ramirez Asset Management, Inc. | 2,800 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 2,731 | $11.1 萬 | 0.00% | −4,720−63.3% | 減碼 |
| Sandy Spring Bank | 2,690 | $10.8 萬 | 0.01% | +42+1.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,547 | $10.4 萬 | 0.00% | −480−15.9% | 減碼 |
| Wellington Shields & Co., LLC | 2,528 | $10.3 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,191 | $8.92 萬 | 0.00% | +446+25.6% | 加碼 |
| Larson Financial Group LLC | 2,155 | $8.77 萬 | 0.01% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 2,134 | $8.70 萬 | 0.05% | +23+1.1% | 加碼 |
| Western Pacific Wealth Management, LP | 2,134 | $8.68 萬 | 0.06% | +391+22.4% | 加碼 |
| Focused Wealth Management, Inc | 2,092 | $8.51 萬 | 0.01% | +6+0.3% | 加碼 |
| Concord Wealth Partners | 2,000 | $8.14 萬 | 0.02% | 00.0% | 不變 |
| Ostrum Asset Management | 1,672 | $6.80 萬 | 0.01% | +7+0.4% | 加碼 |
| Desjardins Global Asset Management Inc. | 1,605 | $6.53 萬 | 0.01% | +22+1.4% | 加碼 |
| Bogart Wealth, LLC | 1,544 | $6.28 萬 | 0.00% | −53−3.3% | 減碼 |
| UniSuper Management Pty Ltd | 1,400 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 1,382 | $5.62 萬 | 0.02% | +1,382 | 新進 |