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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

2024 年第 1 季與 2023 年第 4 季比較

持有 Carlyle Group Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

CG 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數4714518+51
股數2.13 億5.85 萬2.09 億−357.2 萬 (−1.7%)
市值$86.7 億$238.2 萬$98.1 億+$11.5 億 (+13.3%)

4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（89 家）

2024 年第 1 季季末持有 Carlyle Group Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 CG 的機構
機構股數市值佔組合 %
Capital International Investors3,037,959$1.43 億0.03%
Boston Partners2,326,293$1.09 億0.13%
Eagle Asset Management Inc1,777,906$8,249 萬0.42%
Point72 Asset Management, L.P.813,481$3,816 萬0.11%
Caisse de Depot Et Placement du Quebec708,657$3,324 萬0.08%
Canada Pension Plan Investment Board500,000$2,346 萬0.02%
SpiderRock Advisors, LLC500,040$2,251 萬0.73%
Sienna Gestion201,805$946.7 萬0.87%
Jessup Wealth Management, Inc162,670$763.1 萬3.27%
Qube Research & Technologies Ltd141,410$663.4 萬0.01%
Winslow Asset Management Inc116,675$547.3 萬1.03%
Point72 Europe (London) LLP113,400$532.0 萬0.50%
Phase 2 Partners, LLC107,830$505.8 萬2.64%
Eisler Capital (UK) Ltd.87,027$408.2 萬0.51%
Integrated Advisors Network LLC79,281$371.9 萬0.19%
HRT Financial LP75,347$353.4 萬0.02%
Twinbeech Capital LP75,204$352.8 萬0.07%
Danske Bank A/S72,303$339.2 萬0.01%
Resona Asset Management Co.,Ltd.70,413$330.3 萬0.02%
Capital Group Private Client Services, Inc.64,391$302.1 萬0.03%
State of Tennessee, Treasury Department43,900$205.9 萬0.01%
Caxton Associates LP42,799$200.8 萬0.14%
Deroy & Devereaux Private Investment Counsel Inc42,385$198.8 萬0.12%
Simplicity Wealth,LLC42,334$198.6 萬0.05%
Bayesian Capital Management, LP25,876$121.4 萬0.12%
XTX Topco Ltd25,208$118.3 萬0.16%
FJ Capital Management LLC24,849$116.6 萬0.12%
Group One Trading, L.P.20,657$96.9 萬0.03%
United Services Automobile Association16,352$76.7 萬0.02%
Concurrent Investment Advisors, LLC13,368$62.7 萬0.03%
Bridgefront Capital, LLC13,329$62.5 萬0.48%
Axq Capital, LP13,300$62.4 萬0.15%
Engineers Gate Manager LP13,196$61.9 萬0.02%
Creative Planning10,794$50.6 萬0.00%
Trexquant Investment LP10,381$48.7 萬0.01%
Parkside Investments, LLC10,350$48.6 萬0.08%
Massachusetts Financial Services Co9,766$45.8 萬0.00%
PEAK6 Investments LLC9,104$42.7 萬0.02%
Rathbone Brothers plc9,016$42.3 萬0.00%
Harvest Fund Management Co., Ltd8,822$41.4 萬0.04%
Capital International Sarl8,410$39.5 萬0.01%
Aigen Investment Management, LP8,360$39.2 萬0.09%
Meiji Yasuda Asset Management Co Ltd.8,345$39.1 萬0.02%
Asahi Life Asset Management Co., Ltd.7,620$35.7 萬0.21%
Monograph Wealth Advisors, LLC7,175$33.7 萬0.05%
Tranquility Partners, LLC6,305$29.6 萬0.11%
Centiva Capital, LP6,266$29.4 萬0.02%
Davenport & Co LLC5,813$27.3 萬0.00%
Intech Investment Management LLC5,732$26.9 萬0.00%
American Trust5,682$26.7 萬0.02%
Oversea-Chinese Banking CORP Ltd5,554$26.1 萬0.01%
Diversify Advisory Services, LLC5,523$25.6 萬0.02%
Aquatic Capital Management LLC5,200$24.4 萬0.01%
Cary Street Partner Investment Advisory LLC5,000$23.5 萬0.01%
Commerce Bank4,944$23.2 萬0.00%
O'Shaughnessy Asset Management, LLC4,858$22.8 萬0.00%
Guggenheim Capital LLC4,808$22.6 萬0.00%
Stock Yards Bank & Trust Co4,800$22.5 萬0.01%
Quest Partners LLC4,734$22.2 萬0.04%
Investment Partners Asset Management, Inc.4,696$22.0 萬0.20%
Daymark Wealth Partners, LLC4,687$22.0 萬0.01%
Jaffetilchin Investment Partners, LLC4,672$21.9 萬0.02%
Mirador Capital Partners LP4,666$21.9 萬0.04%
Everhart Financial Group, Inc.4,607$21.6 萬0.06%
Crossmark Global Holdings, Inc.4,561$21.4 萬0.00%
Envestnet Portfolio Solutions, Inc.4,514$21.2 萬0.00%
Herold Advisors, Inc.4,500$21.1 萬0.05%
Toroso Investments, LLC4,307$20.2 萬0.00%
Atlas Capital Advisors LLC4,125$19.4 萬0.03%
PGGM Investments3,628$17.0 萬0.00%
Annis Gardner Whiting Capital Advisors, LLC2,613$12.3 萬0.04%
Barrett & Company, Inc.2,600$12.2 萬0.06%
Stelac Advisory Services LLC2,543$11.9 萬0.06%
Compass Wealth Management LLC1,215$5.70 萬0.01%
1832 Asset Management L.P.1,175$5.51 萬0.00%
CIBC Private Wealth Group, LLC1,150$5.34 萬0.00%
SYSTM Wealth Solutions LLC719$3.37 萬0.00%
Valley National Advisers Inc239$1.10 萬0.00%
CoreCap Advisors, LLC200$9,3820.00%
Smartleaf Asset Management LLC120$5,6130.00%
Wetzel Investment Advisors, Inc.109$4,7610.00%
WR Wealth Planners, LLC82$3,8470.00%
Wolff Wiese Magana LLC75$3,5190.00%
Raleigh Capital Management Inc.55$2,5800.00%
Continuum Advisory, LLC49$2,0760.00%
Laurel Wealth Advisors LLC17$7980.00%
Valued Wealth Advisors LLC14$6570.00%
Anfield Capital Management, LLC6$2810.00%
MV Capital Management, Inc.1$470.00%

清倉機構（38 家）

2023 年第 4 季季末持有 Carlyle Group Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 CG 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Alyeska Investment Group, L.P.701,494$2,854 萬
SeaTown Holdings Pte. Ltd.480,500$1,955 萬
Connor, Clark & Lunn Investment Management Ltd.380,392$1,548 萬
Squarepoint Ops LLC177,321$721.5 萬
Power Corp of Canada157,277$640.0 萬
Nwam LLC97,090$395.1 萬
Wolverine Trading, LLC78,211$318.2 萬
Groupama Asset Managment76,896$313.0 萬
Bank of Nova Scotia69,931$284.5 萬
Legacy Capital Wealth Partners, LLC64,049$260.6 萬
Y-Intercept (Hong Kong) Ltd38,965$158.5 萬
FORA Capital, LLC35,381$144.0 萬
Bank Julius Baer & Co. Ltd, Zurich22,620$92.0 萬
Epoch Investment Partners, Inc.20,763$84.5 萬
Oak Thistle LLC16,113$65.6 萬
Virtu Financial LLC15,476$63.0 萬
Whalen Wealth Management Inc.14,947$60.8 萬
Prudential PLC14,844$60.4 萬
GTS Securities LLC13,309$54.2 萬
Glenmede Trust Co NA11,331$46.1 萬
Cetera Advisor Networks LLC10,314$42.0 萬
Capula Management Ltd10,200$41.5 萬
Levin Capital Strategies, L.P.10,000$40.7 萬
Teramo Advisors, LLC10,000$40.7 萬
Machina Capital S.A.S.7,255$29.5 萬
Landscape Capital Management, L.L.C.6,168$25.1 萬
Duality Advisers, LP6,011$24.5 萬
Two Sigma Securities, LLC5,694$23.2 萬
Williams Jones Wealth Management, LLC.5,620$22.9 萬
Abel Hall, LLC5,187$21.1 萬
Investment Management Corp of Ontario5,009$20.4 萬
Focused Wealth Management, Inc2,092$8.51 萬
Advisory Services Network, LLC1,168$4.75 萬
Gould Capital, LLC1,000$4.07 萬
Tennessee Valley Asset Management Partners412$1.68 萬
Glassman Wealth Services227$9,237
Newbridge Financial Services Group, Inc.100$4,069
Lazard Asset Management LLC56$2,000

尚未申報 2024 年第 1 季的機構（4 家）

2023 年第 4 季季末持有 Carlyle Group Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 CG、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Sawtooth Solutions, LLC55,766$226.9 萬
Desjardins Global Asset Management Inc.1,605$6.53 萬
Bartlett & Co. LLC1,101$4.60 萬
Baystate Wealth Management LLC45$1,831