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 2 季 13F 持有人
Carlyle Group Inc. 在 2024/6/30 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
- 516
- 較 2024 年第 1 季 +4 家
- 持有股數
- 2.10 億
- 較 2024 年第 1 季 +150.9 萬 (+0.7%)
- 總市值
- $84.3 億
- 較 2024 年第 1 季 −$13.4 億 (−13.7%)
- 新進機構
- 58
- 另有 185 家加碼
- 清倉機構
- 54
- 另有 185 家減碼
另有 6 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 3,227 | $12.9 萬 | 0.00% | +1,354+72.3% | 加碼 |
| 1832 Asset Management L.P. | 3,220 | $12.9 萬 | 0.00% | +2,045+174.0% | 加碼 |
| Leonteq Securities AG | 3,584 | $14.4 萬 | 0.02% | −2,100−36.9% | 減碼 |
| CWM, LLC | 3,746 | $15.0 萬 | 0.00% | +410+12.3% | 加碼 |
| Hamilton Capital Partners Inc. | 3,800 | $15.3 萬 | 0.02% | +3,800 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $16.1 萬 | 0.05% | +4,008 | 新進 |
| Point72 Hong Kong Ltd | 4,278 | $17.2 萬 | 0.01% | +4,278 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 4,335 | $17.4 萬 | 0.10% | +4,335 | 新進 |
| GAMMA Investing LLC | 4,488 | $18.0 萬 | 0.02% | +3,332+288.2% | 加碼 |
| Credit Agricole S A | 4,500 | $18.1 萬 | 0.00% | +4,500 | 新進 |
| Vestcor Inc | 4,564 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 4,787 | $19.2 萬 | 0.00% | −72−1.5% | 減碼 |
| PGGM Investments | 4,894 | $19.6 萬 | 0.00% | +1,266+34.9% | 加碼 |
| Spire Wealth Management | 4,902 | $19.7 萬 | 0.01% | −210−4.1% | 減碼 |
| Tranquility Partners, LLC | 4,992 | $20.0 萬 | 0.08% | −1,313−20.8% | 減碼 |
| Ci Investments Inc. | 5,002 | $20.1 萬 | 0.00% | +54+1.1% | 加碼 |
| Mission Wealth Management, LP | 5,014 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Slow Capital, Inc. | 5,041 | $20.2 萬 | 0.03% | −3,686−42.2% | 減碼 |
| YHB Investment Advisors, Inc. | 5,065 | $20.3 萬 | 0.02% | +100+2.0% | 加碼 |
| KRS Capital Management, LLC | 5,120 | $20.6 萬 | 0.15% | 00.0% | 不變 |
| Magnetar Financial LLC | 5,129 | $20.6 萬 | 0.00% | +5,129 | 新進 |
| Regatta Capital Group, LLC | 5,144 | $20.7 萬 | 0.04% | 00.0% | 不變 |
| Atria Investments LLC | 5,174 | $20.8 萬 | 0.00% | +5,174 | 新進 |
| M&T Bank Corp | 5,175 | $20.8 萬 | 0.00% | −400−7.2% | 減碼 |
| Investment Management Corp of Ontario | 5,209 | $20.9 萬 | 0.01% | +5,209 | 新進 |
| Vident Advisory, LLC | 5,326 | $21.4 萬 | 0.01% | +5,326 | 新進 |
| Rafferty Asset Management, LLC | 5,328 | $21.4 萬 | 0.00% | +5,328 | 新進 |
| American Trust | 5,377 | $21.6 萬 | 0.02% | −305−5.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 5,423 | $21.8 萬 | 0.01% | −339−5.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,500 | $22.1 萬 | 0.08% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 5,516 | $22.1 萬 | 0.02% | +844+18.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 5,554 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 5,657 | $22.7 萬 | 0.11% | +3,729+193.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,740 | $23.0 萬 | 0.00% | +882+18.2% | 加碼 |
| Intech Investment Management LLC | 5,748 | $23.1 萬 | 0.00% | +16+0.3% | 加碼 |
| Snowden Capital Advisors LLC | 5,781 | $23.2 萬 | 0.01% | −13,459−70.0% | 減碼 |
| Fort Point Capital Partners LLC | 5,870 | $23.6 萬 | 0.03% | −580−9.0% | 減碼 |
| Integrated Wealth Concepts LLC | 5,888 | $23.6 萬 | 0.00% | −10,248−63.5% | 減碼 |
| Profund Advisors LLC | 5,917 | $23.8 萬 | 0.01% | −1,446−19.6% | 減碼 |
| Pictet North America Advisors SA | 5,950 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 5,957 | $23.9 萬 | 0.00% | −14,055−70.2% | 減碼 |
| Catalyst Capital Advisors LLC | 6,000 | $24.1 萬 | 0.01% | +6,000 | 新進 |
| Spirit of America Management Corp | 6,050 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $24.7 萬 | 0.00% | +216+3.6% | 加碼 |
| BFSG, LLC | 6,240 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| Wellington Management Group LLP | 6,265 | $25.2 萬 | 0.00% | +505+8.8% | 加碼 |
| Harbor Investment Advisory, LLC | 6,300 | $25.3 萬 | 0.03% | +300+5.0% | 加碼 |
| UniSuper Management Pty Ltd | 6,300 | $25.3 萬 | 0.00% | +3,200+103.2% | 加碼 |
| Macquarie Group Ltd | 6,304 | $25.3 萬 | 0.00% | −76,075−92.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,377 | $25.6 萬 | 0.00% | −836−11.6% | 減碼 |
| DMG Group, LLC | 6,479 | $26.0 萬 | 0.22% | +61+1.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,509 | $26.1 萬 | 0.02% | +6,509 | 新進 |
| Davenport & Co LLC | 6,657 | $26.7 萬 | 0.00% | +844+14.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 6,662 | $26.7 萬 | 0.00% | +2,148+47.6% | 加碼 |
| Rathbone Brothers plc | 6,716 | $27.0 萬 | 0.00% | −2,300−25.5% | 減碼 |
| Enterprise Financial Services Corp | 6,780 | $27.2 萬 | 0.17% | −160−2.3% | 減碼 |
| FORA Capital, LLC | 6,914 | $27.8 萬 | 0.03% | +6,914 | 新進 |
| Park Avenue Securities LLC | 6,949 | $27.9 萬 | 0.00% | −503−6.7% | 減碼 |
| Triad Wealth Partners, LLC | 6,965 | $28.0 萬 | 0.15% | +6,965 | 新進 |
| SlateStone Wealth, LLC | 7,029 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 7,346 | $29.1 萬 | 0.00% | +7,346 | 新進 |
| Verdence Capital Advisors LLC | 7,442 | $29.9 萬 | 0.03% | +7,442 | 新進 |
| Guggenheim Capital LLC | 7,486 | $30.1 萬 | 0.00% | +2,678+55.7% | 加碼 |
| EdgeRock Capital LLC | 7,491 | $30.1 萬 | 0.23% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 7,549 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 7,640 | $30.7 萬 | 0.17% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 7,653 | $30.7 萬 | 0.02% | +1,275+20.0% | 加碼 |
| Swiss Life Asset Management Ltd | 7,687 | $30.9 萬 | 0.00% | −2,563−25.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,696 | $30.9 萬 | 0.00% | −19,131−71.3% | 減碼 |
| Visionary Wealth Advisors | 7,748 | $31.1 萬 | 0.02% | −97−1.2% | 減碼 |
| NewEdge Wealth, LLC | 7,938 | $31.9 萬 | 0.01% | −10,482−56.9% | 減碼 |
| Principle Wealth Partners LLC | 8,031 | $32.2 萬 | 0.02% | 00.0% | 不變 |
| Northeast Investment Management | 8,128 | $32.6 萬 | 0.02% | +66+0.8% | 加碼 |
| Glenview Trust Co | 8,196 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 8,200 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 8,240 | $33.1 萬 | 0.01% | −105−1.3% | 減碼 |
| Wolverine Trading, LLC | 8,312 | $33.4 萬 | 0.01% | +8,312 | 新進 |
| Fiduciary Group LLC | 8,500 | $34.1 萬 | 0.04% | +100+1.2% | 加碼 |
| Shelton Capital Management | 8,654 | $34.7 萬 | 0.01% | −655−7.0% | 減碼 |
| E&G Advisors, LP | 8,700 | $34.9 萬 | 0.10% | +69+0.8% | 加碼 |
| Janus Henderson Group PLC | 8,794 | $35.3 萬 | 0.00% | −4,991−36.2% | 減碼 |
| Triangle Securities Wealth Management | 9,020 | $36.2 萬 | 0.10% | −75−0.8% | 減碼 |
| Capstone Investment Advisors, LLC | 9,257 | $37.2 萬 | 0.01% | +9,257 | 新進 |
| Kovack Advisors, Inc. | 9,336 | $37.5 萬 | 0.04% | +23+0.2% | 加碼 |
| Cresset Asset Management, LLC | 9,375 | $37.6 萬 | 0.00% | +444+5.0% | 加碼 |
| Capula Management Ltd | 9,945 | $39.9 萬 | 0.00% | +9,945 | 新進 |
| Private Advisor Group, LLC | 9,983 | $40.1 萬 | 0.00% | +1,476+17.4% | 加碼 |
| Raymond James Trust N.A. | 10,057 | $40.4 萬 | 0.01% | −4,856−32.6% | 減碼 |
| Hemington Wealth Management | 10,120 | $40.6 萬 | 0.14% | −8,966−47.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 10,128 | $40.7 萬 | 0.22% | −1,186−10.5% | 減碼 |
| ProShare Advisors LLC | 10,183 | $40.9 萬 | 0.00% | −380−3.6% | 減碼 |
| Pathstone Holdings, LLC | 10,278 | $41.3 萬 | 0.00% | +1,028+11.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,408 | $41.8 萬 | 0.02% | +1,241+13.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,503 | $42.2 萬 | 0.01% | +4,483+74.5% | 加碼 |
| Fort Sheridan Advisors LLC | 10,550 | $42.4 萬 | 0.07% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 10,600 | $42.6 萬 | 0.46% | 00.0% | 不變 |
| Schroder Investment Management Group | 10,692 | $42.9 萬 | 0.00% | +10,692 | 新進 |
| Guinness Asset Management LTD | 10,702 | $43.0 萬 | 0.01% | −899−7.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 10,892 | $43.7 萬 | 0.04% | −1,106−9.2% | 減碼 |