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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 11,241 | $52.7 萬 | 0.01% | −9,314−45.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 11,314 | $53.1 萬 | 0.29% | +271+2.5% | 加碼 |
| Guinness Asset Management LTD | 11,601 | $54.4 萬 | 0.01% | −355−3.0% | 減碼 |
| FFT Wealth Management LLC | 11,613 | $54.5 萬 | 0.05% | +1,538+15.3% | 加碼 |
| Captrust Financial Advisors | 11,724 | $55.0 萬 | 0.00% | −5,352−31.3% | 減碼 |
| McGowan Group Asset Management, Inc. | 11,819 | $55.4 萬 | 0.08% | +16+0.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 11,998 | $56.3 萬 | 0.06% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 12,099 | $56.8 萬 | 0.00% | −2,581−17.6% | 減碼 |
| Stiles Financial Services Inc | 12,205 | $57.3 萬 | 0.23% | −268−2.1% | 減碼 |
| GWM Advisors LLC | 12,328 | $57.8 萬 | 0.01% | +11,179+972.9% | 加碼 |
| Carret Asset Management, LLC | 12,365 | $58.0 萬 | 0.07% | −100−0.8% | 減碼 |
| Intrepid Capital Management Inc | 12,483 | $58.6 萬 | 0.38% | +380+3.1% | 加碼 |
| TBH Global Asset Management, LLC | 12,537 | $58.8 萬 | 0.12% | −226−1.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 12,678 | $59.5 萬 | 0.01% | +1,473+13.1% | 加碼 |
| Zhang Financial LLC | 12,928 | $60.6 萬 | 0.04% | −1,314−9.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 13,099 | $61.4 萬 | 0.06% | −3,113−19.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 13,192 | $61.9 萬 | 0.01% | −36,548−73.5% | 減碼 |
| Engineers Gate Manager LP | 13,196 | $61.9 萬 | 0.02% | +13,196 | 新進 |
| Axq Capital, LP | 13,300 | $62.4 萬 | 0.15% | +13,300 | 新進 |
| Bridgefront Capital, LLC | 13,329 | $62.5 萬 | 0.48% | +13,329 | 新進 |
| Concurrent Investment Advisors, LLC | 13,368 | $62.7 萬 | 0.03% | +13,368 | 新進 |
| Stablepoint Partners, LLC | 13,446 | $63.1 萬 | 0.13% | 00.0% | 不變 |
| Janus Henderson Group PLC | 13,785 | $64.6 萬 | 0.00% | −5,264−27.6% | 減碼 |
| Franklin Resources Inc | 14,218 | $66.7 萬 | 0.00% | +734+5.4% | 加碼 |
| Aviva PLC | 14,435 | $67.7 萬 | 0.00% | −39,917−73.4% | 減碼 |
| Daiwa Securities Group Inc. | 14,473 | $67.9 萬 | 0.00% | +800+5.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,591 | $68.4 萬 | 0.01% | −3,794−20.6% | 減碼 |
| First Manhattan Co | 14,725 | $69.1 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 14,913 | $70.0 萬 | 0.02% | +730+5.1% | 加碼 |
| AXA S.A. | 14,969 | $70.2 萬 | 0.00% | +70.0% | 加碼 |
| Maryland State Retirement & Pension System | 15,934 | $71.1 萬 | 0.01% | 00.0% | 不變 |
| Nordea Investment Management AB | 15,265 | $72.1 萬 | 0.00% | 00.0% | 不變 |
| Synovus Financial Corp | 15,390 | $72.2 萬 | 0.01% | −150−1.0% | 減碼 |
| Baldwin Brothers Inc | 15,720 | $73.7 萬 | 0.06% | 00.0% | 不變 |
| Swedbank AB | 15,784 | $74.0 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 18,420 | $74.7 萬 | 0.02% | +10,607+135.8% | 加碼 |
| Integrated Wealth Concepts LLC | 16,136 | $75.7 萬 | 0.01% | +937+6.2% | 加碼 |
| Friedenthal Financial | 16,178 | $75.9 萬 | 0.47% | −2,373−12.8% | 減碼 |
| O'Rourke & Company, Inc | 16,241 | $76.2 萬 | 0.44% | +1,599+10.9% | 加碼 |
| United Services Automobile Association | 16,352 | $76.7 萬 | 0.02% | +16,352 | 新進 |
| Garrison Bradford & Associates Inc | 16,428 | $77.1 萬 | 0.80% | +14+0.1% | 加碼 |
| Carson Advisory Inc. | 16,516 | $77.5 萬 | 0.54% | −497−2.9% | 減碼 |
| Van Eck Associates Corp | 16,967 | $79.6 萬 | 0.00% | +1,035+6.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,331 | $81.3 萬 | 0.01% | +54+0.3% | 加碼 |
| Arete Wealth Advisors, LLC | 17,413 | $81.6 萬 | 0.08% | +9+0.1% | 加碼 |
| JustInvest LLC | 17,574 | $82.4 萬 | 0.02% | +6,677+61.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,648 | $82.7 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 17,742 | $83.2 萬 | 0.00% | +734+4.3% | 加碼 |
| Securian Asset Management, Inc | 17,802 | $83.5 萬 | 0.02% | −428−2.3% | 減碼 |
| Capital Management Associates | 18,004 | $84.5 萬 | 1.01% | −1,302−6.7% | 減碼 |
| Hemington Wealth Management | 19,086 | $89.6 萬 | 0.32% | −36,630−65.7% | 減碼 |
| Snowden Capital Advisors LLC | 19,240 | $90.3 萬 | 0.03% | +3,388+21.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 19,412 | $91.1 萬 | 0.03% | −220−1.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,780 | $92.8 萬 | 0.02% | +925+4.9% | 加碼 |
| TD Waterhouse Canada Inc. | 18,523 | $92.9 萬 | 0.01% | +725+4.1% | 加碼 |
| La Banque Postale Asset Management SA | 19,886 | $93.3 萬 | 0.04% | +5,945+42.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 20,000 | $93.8 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 20,012 | $93.9 萬 | 0.01% | −1,157−5.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $94.3 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 20,219 | $94.8 萬 | 0.01% | −73,487−78.4% | 減碼 |
| Group One Trading, L.P. | 20,657 | $96.9 萬 | 0.03% | +20,657 | 新進 |
| Federated Hermes, Inc. | 20,717 | $97.2 萬 | 0.00% | −5,371−20.6% | 減碼 |
| Emfo, LLC | 20,725 | $97.2 萬 | 0.89% | +4,500+27.7% | 加碼 |
| Stamos Capital Partners, L.P. | 21,180 | $99.4 萬 | 0.23% | +9,200+76.8% | 加碼 |
| Hilltop Holdings Inc. | 21,229 | $99.6 萬 | 0.11% | +1,221+6.1% | 加碼 |
| Riverwater Partners LLC | 21,761 | $102.1 萬 | 0.75% | +228+1.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 23,446 | $110.0 萬 | 0.02% | −9,165−28.1% | 減碼 |
| State of Alaska, Department of Revenue | 23,485 | $110.1 萬 | 0.01% | +105+0.4% | 加碼 |
| Apollon Wealth Management, LLC | 24,018 | $112.7 萬 | 0.04% | +363+1.5% | 加碼 |
| New York Life Investment Management LLC | 24,141 | $113.2 萬 | 0.01% | +2,293+10.5% | 加碼 |
| Citadel Advisors LLC | 24,506 | $115.0 萬 | 0.00% | +1,246+5.4% | 加碼 |
| FJ Capital Management LLC | 24,849 | $116.6 萬 | 0.12% | +24,849 | 新進 |
| Nissay Asset Management Corp | 24,913 | $116.9 萬 | 0.01% | +432+1.8% | 加碼 |
| Hoertkorn Richard Charles | 25,100 | $117.7 萬 | 0.51% | 00.0% | 不變 |
| XTX Topco Ltd | 25,208 | $118.3 萬 | 0.16% | +25,208 | 新進 |
| Ethic Inc. | 25,315 | $118.7 萬 | 0.03% | +16,875+199.9% | 加碼 |
| Ossiam | 25,540 | $119.8 萬 | 0.02% | +18,212+248.5% | 加碼 |
| Paradigm Asset Management Co LLC | 25,700 | $120.6 萬 | 0.31% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 25,824 | $121.1 萬 | 0.01% | +969+3.9% | 加碼 |
| Bayesian Capital Management, LP | 25,876 | $121.4 萬 | 0.12% | +25,876 | 新進 |
| Qsemble Capital Management, LP | 26,120 | $122.5 萬 | 0.27% | +15,273+140.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,827 | $125.8 萬 | 0.00% | −1,098−3.9% | 減碼 |
| Waterfront Wealth Inc. | 27,665 | $126.4 萬 | 0.35% | −250−0.9% | 減碼 |
| Empowered Funds, LLC | 26,977 | $126.5 萬 | 0.02% | +3,015+12.6% | 加碼 |
| Jeppson Wealth Management, LLC | 27,742 | $130.1 萬 | 0.50% | −697−2.5% | 減碼 |
| Illinois Municipal Retirement Fund | 27,760 | $130.2 萬 | 0.02% | −7,928−22.2% | 減碼 |
| D.A. Davidson & Co. | 27,822 | $130.5 萬 | 0.01% | −900−3.1% | 減碼 |
| Sierra Capital LLC | 27,996 | $131.3 萬 | 0.17% | −44,757−61.5% | 減碼 |
| Voya Investment Management LLC | 28,399 | $133.2 萬 | 0.00% | −2,238−7.3% | 減碼 |
| Banque Pictet & Cie SA | 28,700 | $134.6 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 28,764 | $134.9 萬 | 0.00% | −428−1.5% | 減碼 |
| Public Sector Pension Investment Board | 29,037 | $136.2 萬 | 0.01% | +200+0.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 29,875 | $140.1 萬 | 0.01% | −3,481−10.4% | 減碼 |
| Handelsbanken Fonder AB | 30,700 | $144.0 萬 | 0.01% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 32,690 | $153.3 萬 | 0.00% | +150+0.5% | 加碼 |
| Herbst Group, LLC | 33,000 | $154.8 萬 | 0.96% | +100+0.3% | 加碼 |
| Cetera Investment Advisers | 33,560 | $157.4 萬 | 0.00% | +25,002+292.1% | 加碼 |
| Teza Capital Management LLC | 33,912 | $159.1 萬 | 0.21% | −47,633−58.4% | 減碼 |
| Sigma Planning Corp | 34,045 | $159.7 萬 | 0.05% | +24,840+269.9% | 加碼 |
| Allianz Asset Management GmbH | 34,083 | $159.9 萬 | 0.00% | −12,287−26.5% | 減碼 |