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 13F 持有人
Carlyle Group Inc. 在 2024/3/31 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
- 518
- 較 2023 年第 4 季 +51 家
- 持有股數
- 2.09 億
- 較 2023 年第 4 季 −357.2 萬 (−1.7%)
- 總市值
- $98.1 億
- 較 2023 年第 4 季 +$11.5 億 (+13.3%)
- 新進機構
- 89
- 另有 183 家加碼
- 清倉機構
- 38
- 另有 158 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vestcor Inc | 4,564 | $21.4 萬 | 0.01% | −32−0.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,561 | $21.4 萬 | 0.00% | +4,561 | 新進 |
| Everhart Financial Group, Inc. | 4,607 | $21.6 萬 | 0.06% | +4,607 | 新進 |
| Mirador Capital Partners LP | 4,666 | $21.9 萬 | 0.04% | +4,666 | 新進 |
| Jaffetilchin Investment Partners, LLC | 4,672 | $21.9 萬 | 0.02% | +4,672 | 新進 |
| Daymark Wealth Partners, LLC | 4,687 | $22.0 萬 | 0.01% | +4,687 | 新進 |
| Investment Partners Asset Management, Inc. | 4,696 | $22.0 萬 | 0.20% | +4,696 | 新進 |
| Quest Partners LLC | 4,734 | $22.2 萬 | 0.04% | +4,734 | 新進 |
| Stock Yards Bank & Trust Co | 4,800 | $22.5 萬 | 0.01% | +4,800 | 新進 |
| Guggenheim Capital LLC | 4,808 | $22.6 萬 | 0.00% | +4,808 | 新進 |
| O'Shaughnessy Asset Management, LLC | 4,858 | $22.8 萬 | 0.00% | +4,858 | 新進 |
| Umb Bank N A | 4,859 | $22.8 萬 | 0.00% | +32+0.7% | 加碼 |
| Colony Group, LLC | 4,851 | $22.8 萬 | 0.00% | −1,927−28.4% | 減碼 |
| Commerce Bank | 4,944 | $23.2 萬 | 0.00% | +4,944 | 新進 |
| Ci Investments Inc. | 4,948 | $23.2 萬 | 0.00% | +955+23.9% | 加碼 |
| YHB Investment Advisors, Inc. | 4,965 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Symmetry Partners, LLC | 4,972 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 5,000 | $23.5 萬 | 0.01% | +5,000 | 新進 |
| Mission Wealth Management, LP | 5,014 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 5,015 | $23.5 萬 | 0.08% | −750−13.0% | 減碼 |
| Spire Wealth Management | 5,112 | $24.0 萬 | 0.01% | +17+0.3% | 加碼 |
| KRS Capital Management, LLC | 5,120 | $24.0 萬 | 0.19% | −1,660−24.5% | 減碼 |
| Regatta Capital Group, LLC | 5,144 | $24.1 萬 | 0.05% | 00.0% | 不變 |
| Kendall Capital Management | 5,170 | $24.3 萬 | 0.08% | −8,057−60.9% | 減碼 |
| Aquatic Capital Management LLC | 5,200 | $24.4 萬 | 0.01% | +5,200 | 新進 |
| Diversify Advisory Services, LLC | 5,523 | $25.6 萬 | 0.02% | +5,523 | 新進 |
| Teacher Retirement System of Texas | 5,503 | $25.8 萬 | 0.00% | −4,485−44.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,500 | $25.8 萬 | 0.09% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 5,554 | $26.1 萬 | 0.01% | +5,554 | 新進 |
| M&T Bank Corp | 5,575 | $26.2 萬 | 0.00% | −198−3.4% | 減碼 |
| American Trust | 5,682 | $26.7 萬 | 0.02% | +5,682 | 新進 |
| Leonteq Securities AG | 5,684 | $26.7 萬 | 0.04% | +314+5.8% | 加碼 |
| Intech Investment Management LLC | 5,732 | $26.9 萬 | 0.00% | +5,732 | 新進 |
| Wellington Management Group LLP | 5,760 | $27.0 萬 | 0.00% | +536+10.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,762 | $27.0 萬 | 0.01% | +339+6.3% | 加碼 |
| Davenport & Co LLC | 5,813 | $27.3 萬 | 0.00% | +5,813 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 5,934 | $27.8 萬 | 0.00% | −36,400−86.0% | 減碼 |
| Pictet North America Advisors SA | 5,950 | $27.9 萬 | 0.03% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 6,000 | $28.1 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,020 | $28.2 萬 | 0.00% | −1,534−20.3% | 減碼 |
| Spirit of America Management Corp | 6,050 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 6,104 | $28.6 萬 | 0.01% | −47,886−88.7% | 減碼 |
| BFSG, LLC | 6,240 | $29.3 萬 | 0.04% | −90−1.4% | 減碼 |
| Centiva Capital, LP | 6,266 | $29.4 萬 | 0.02% | +6,266 | 新進 |
| Tranquility Partners, LLC | 6,305 | $29.6 萬 | 0.11% | +6,305 | 新進 |
| Moors & Cabot, Inc. | 6,378 | $29.9 萬 | 0.02% | −1,400−18.0% | 減碼 |
| DMG Group, LLC | 6,418 | $30.1 萬 | 0.26% | +114+1.8% | 加碼 |
| Fort Point Capital Partners LLC | 6,450 | $30.3 萬 | 0.04% | −800−11.0% | 減碼 |
| CIBC Asset Management Inc | 6,741 | $31.6 萬 | 0.00% | +14+0.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,828 | $32.0 萬 | 0.03% | −2,267−24.9% | 減碼 |
| Enterprise Financial Services Corp | 6,940 | $32.6 萬 | 0.20% | −252−3.5% | 減碼 |
| SlateStone Wealth, LLC | 7,029 | $33.0 萬 | 0.03% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 7,175 | $33.7 萬 | 0.05% | +7,175 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 7,213 | $33.8 萬 | 0.00% | −639−8.1% | 減碼 |
| Profund Advisors LLC | 7,363 | $34.5 萬 | 0.01% | +867+13.3% | 加碼 |
| Park Avenue Securities LLC | 7,452 | $35.0 萬 | 0.00% | +911+13.9% | 加碼 |
| EdgeRock Capital LLC | 7,491 | $35.1 萬 | 0.28% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 7,549 | $35.4 萬 | 0.02% | −151−2.0% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 7,620 | $35.7 萬 | 0.21% | +7,620 | 新進 |
| Sterneck Capital Management, LLC | 7,640 | $35.8 萬 | 0.21% | −7,600−49.9% | 減碼 |
| Visionary Wealth Advisors | 7,845 | $36.8 萬 | 0.02% | 00.0% | 不變 |
| Handelsinvest Investeringsforvaltning | 7,999 | $37.5 萬 | 0.18% | −4,153−34.2% | 減碼 |
| Principle Wealth Partners LLC | 8,031 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Northeast Investment Management | 8,062 | $37.8 萬 | 0.02% | +1,562+24.0% | 加碼 |
| Glenview Trust Co | 8,196 | $38.4 萬 | 0.01% | −1,218−12.9% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $38.5 萬 | 0.03% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 8,345 | $39.1 萬 | 0.02% | +8,345 | 新進 |
| Aigen Investment Management, LP | 8,360 | $39.2 萬 | 0.09% | +8,360 | 新進 |
| Fiduciary Group LLC | 8,400 | $39.4 萬 | 0.04% | 00.0% | 不變 |
| Capital International Sarl | 8,410 | $39.5 萬 | 0.01% | +8,410 | 新進 |
| Private Advisor Group, LLC | 8,507 | $39.9 萬 | 0.00% | +2,593+43.8% | 加碼 |
| E&G Advisors, LP | 8,631 | $40.5 萬 | 0.13% | −100−1.1% | 減碼 |
| Slow Capital, Inc. | 8,727 | $40.9 萬 | 0.07% | −705−7.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,822 | $41.4 萬 | 0.04% | +8,822 | 新進 |
| CIBC World Markets Corp | 8,863 | $41.6 萬 | 0.00% | +2,846+47.3% | 加碼 |
| Cresset Asset Management, LLC | 8,931 | $41.9 萬 | 0.00% | −596−6.3% | 減碼 |
| Rathbone Brothers plc | 9,016 | $42.3 萬 | 0.00% | +9,016 | 新進 |
| Triangle Securities Wealth Management | 9,095 | $42.7 萬 | 0.12% | −75−0.8% | 減碼 |
| PEAK6 Investments LLC | 9,104 | $42.7 萬 | 0.02% | +9,104 | 新進 |
| Tokio Marine Asset Management Co Ltd | 9,167 | $43.0 萬 | 0.02% | −8−0.1% | 減碼 |
| Pathstone Holdings, LLC | 9,250 | $43.4 萬 | 0.00% | −2,673−22.4% | 減碼 |
| Shelton Capital Management | 9,309 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 9,313 | $43.7 萬 | 0.05% | −1,541−14.2% | 減碼 |
| National Asset Management, Inc. | 14,829 | $44.7 萬 | 0.01% | +2,363+19.0% | 加碼 |
| Tritonpoint Wealth, LLC | 11,180 | $45.5 萬 | 0.05% | −6,000−34.9% | 減碼 |
| Massachusetts Financial Services Co | 9,766 | $45.8 萬 | 0.00% | +9,766 | 新進 |
| SG Americas Securities, LLC | 10,083 | $47.3 萬 | 0.00% | −101,874−91.0% | 減碼 |
| Swiss Life Asset Management Ltd | 10,250 | $48.1 萬 | 0.01% | −3,260−24.1% | 減碼 |
| Parkside Investments, LLC | 10,350 | $48.6 萬 | 0.08% | +10,350 | 新進 |
| Trexquant Investment LP | 10,381 | $48.7 萬 | 0.01% | +10,381 | 新進 |
| Fort Sheridan Advisors LLC | 10,550 | $49.5 萬 | 0.09% | +1,050+11.1% | 加碼 |
| ProShare Advisors LLC | 10,563 | $49.6 萬 | 0.00% | −823−7.2% | 減碼 |
| Yorktown Management & Research Co Inc | 10,600 | $49.7 萬 | 0.47% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 10,616 | $49.8 萬 | 0.02% | +437+4.3% | 加碼 |
| PFG Investments, LLC | 10,670 | $50.1 萬 | 0.03% | −57−0.5% | 減碼 |
| Creative Planning | 10,794 | $50.6 萬 | 0.00% | +10,794 | 新進 |
| Degroof Petercam Asset Management | 10,800 | $50.7 萬 | 0.01% | −93,700−89.7% | 減碼 |
| North Star Investment Management Corp. | 11,065 | $51.9 萬 | 0.04% | +186+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 11,207 | $52.6 萬 | 0.00% | +507+4.7% | 加碼 |