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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 10,895 | $43.7 萬 | 0.03% | +225+2.1% | 加碼 |
| North Star Investment Management Corp. | 10,953 | $44.0 萬 | 0.03% | −112−1.0% | 減碼 |
| FFT Wealth Management LLC | 11,165 | $44.8 萬 | 0.04% | −448−3.9% | 減碼 |
| Tritonpoint Wealth, LLC | 11,180 | $44.9 萬 | 0.04% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 11,285 | $45.3 萬 | 0.00% | +78+0.7% | 加碼 |
| McGowan Group Asset Management, Inc. | 11,388 | $45.7 萬 | 0.06% | −431−3.6% | 減碼 |
| Bridgefront Capital, LLC | 11,437 | $45.9 萬 | 0.19% | −1,892−14.2% | 減碼 |
| Franklin Resources Inc | 11,487 | $46.1 萬 | 0.00% | −2,731−19.2% | 減碼 |
| CIBC Asset Management Inc | 11,614 | $46.6 萬 | 0.00% | +4,873+72.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 11,753 | $47.2 萬 | 0.01% | −925−7.3% | 減碼 |
| TBH Global Asset Management, LLC | 11,773 | $47.3 萬 | 0.11% | −764−6.1% | 減碼 |
| Creative Planning | 11,905 | $47.8 萬 | 0.00% | +1,111+10.3% | 加碼 |
| Carret Asset Management, LLC | 12,015 | $48.2 萬 | 0.06% | −350−2.8% | 減碼 |
| Achmea Investment Management B.V. | 12,130 | $48.7 萬 | 0.01% | −24,474−66.9% | 減碼 |
| Man Group plc | 12,143 | $48.8 萬 | 0.00% | −110,423−90.1% | 減碼 |
| Stiles Financial Services Inc | 12,211 | $49.0 萬 | 0.19% | +60.0% | 加碼 |
| Captrust Financial Advisors | 12,327 | $49.5 萬 | 0.00% | +603+5.1% | 加碼 |
| National Asset Management, Inc. | 12,369 | $49.7 萬 | 0.01% | −2,460−16.6% | 減碼 |
| CIBC World Markets Corp | 12,651 | $50.8 萬 | 0.00% | +3,788+42.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 12,676 | $50.9 萬 | 0.03% | +12,676 | 新進 |
| Aigen Investment Management, LP | 12,877 | $51.7 萬 | 0.10% | +4,517+54.0% | 加碼 |
| Zhang Financial LLC | 12,939 | $52.0 萬 | 0.04% | +11+0.1% | 加碼 |
| Belpointe Asset Management LLC | 13,319 | $53.5 萬 | 0.04% | +13,319 | 新進 |
| Fortis Capital Advisors, LLC | 13,319 | $53.5 萬 | 0.19% | +13,319 | 新進 |
| Quest Partners LLC | 13,551 | $54.4 萬 | 0.07% | +8,817+186.2% | 加碼 |
| Intrepid Capital Management Inc | 13,735 | $55.1 萬 | 0.35% | +1,252+10.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 13,879 | $55.7 萬 | 0.01% | −712−4.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,237 | $56.8 萬 | 0.00% | +2,138+17.7% | 加碼 |
| First Manhattan Co | 14,725 | $59.1 萬 | 0.00% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 15,000 | $60.2 萬 | 0.04% | +1,901+14.5% | 加碼 |
| Trexquant Investment LP | 15,027 | $60.3 萬 | 0.01% | +4,646+44.8% | 加碼 |
| Synovus Financial Corp | 15,367 | $61.7 萬 | 0.01% | −23−0.1% | 減碼 |
| MML Investors Services, LLC | 15,397 | $61.8 萬 | 0.00% | −2,345−13.2% | 減碼 |
| Natixis Advisors, L.P. | 15,407 | $61.9 萬 | 0.00% | −162,595−91.3% | 減碼 |
| Carson Advisory Inc. | 15,419 | $61.9 萬 | 0.43% | −1,097−6.6% | 減碼 |
| Baldwin Brothers Inc | 15,720 | $63.1 萬 | 0.05% | 00.0% | 不變 |
| Emfo, LLC | 15,725 | $63.1 萬 | 0.57% | −5,000−24.1% | 減碼 |
| Swedbank AB | 15,826 | $63.5 萬 | 0.00% | +42+0.3% | 加碼 |
| Stablepoint Partners, LLC | 13,377 | $63.6 萬 | 0.12% | −69−0.5% | 減碼 |
| SMH Capital Advisors Inc | 15,845 | $63.6 萬 | 1.95% | +15,845 | 新進 |
| Maryland State Retirement & Pension System | 15,934 | $64.0 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 15,973 | $64.1 萬 | 0.00% | +1,500+10.4% | 加碼 |
| Garrison Bradford & Associates Inc | 16,442 | $66.0 萬 | 0.68% | +14+0.1% | 加碼 |
| Capital Management Associates | 16,524 | $66.3 萬 | 0.79% | −1,480−8.2% | 減碼 |
| O'Rourke & Company, Inc | 16,645 | $66.8 萬 | 0.38% | +404+2.5% | 加碼 |
| Aviva PLC | 16,683 | $67.0 萬 | 0.00% | +2,248+15.6% | 加碼 |
| United Services Automobile Association | 16,826 | $67.6 萬 | 0.02% | +474+2.9% | 加碼 |
| Two Sigma Investments, LP | 16,900 | $67.9 萬 | 0.00% | +16,900 | 新進 |
| Securian Asset Management, Inc | 17,222 | $69.1 萬 | 0.02% | −580−3.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,314 | $69.5 萬 | 0.01% | −17−0.1% | 減碼 |
| Nordea Investment Management AB | 17,203 | $69.7 萬 | 0.00% | +1,938+12.7% | 加碼 |
| Prudential Financial Inc | 17,488 | $70.2 萬 | 0.00% | −37,891−68.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,648 | $70.8 萬 | 0.02% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 17,746 | $71.3 萬 | 0.01% | −78,728−81.6% | 減碼 |
| Arete Wealth Advisors, LLC | 17,772 | $71.4 萬 | 0.06% | +359+2.1% | 加碼 |
| MBB Public Markets I LLC | 18,493 | $74.2 萬 | 0.02% | +18,493 | 新進 |
| Kestra Private Wealth Services, LLC | 18,781 | $75.4 萬 | 0.02% | −4,665−19.9% | 減碼 |
| Korea Investment CORP | 19,040 | $76.4 萬 | 0.00% | −29,400−60.7% | 減碼 |
| TD Waterhouse Canada Inc. | 19,530 | $77.3 萬 | 0.01% | +1,007+5.4% | 加碼 |
| Federated Hermes, Inc. | 19,320 | $77.6 萬 | 0.00% | −1,397−6.7% | 減碼 |
| Clearstead Advisors, LLC | 19,862 | $79.7 萬 | 0.01% | +19,862 | 新進 |
| Gamco Investors, Inc. Et Al | 20,000 | $80.3 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 20,098 | $80.7 萬 | 0.00% | 00.0% | 不變 |
| Capital International Sarl | 20,201 | $81.1 萬 | 0.02% | +11,791+140.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 20,578 | $82.6 萬 | 0.02% | +798+4.0% | 加碼 |
| Balyasny Asset Management LLC | 21,023 | $84.4 萬 | 0.00% | −21,022−50.0% | 減碼 |
| Riverwater Partners LLC | 21,622 | $86.8 萬 | 0.64% | −139−0.6% | 減碼 |
| DRW Securities, LLC | 21,675 | $87.0 萬 | 0.05% | +21,675 | 新進 |
| JustInvest LLC | 21,951 | $88.1 萬 | 0.02% | +4,377+24.9% | 加碼 |
| Apollon Wealth Management, LLC | 22,013 | $88.4 萬 | 0.03% | −2,005−8.3% | 減碼 |
| La Banque Postale Asset Management SA | 23,101 | $92.8 萬 | 0.04% | +3,215+16.2% | 加碼 |
| Quadrature Capital Ltd | 23,213 | $93.2 萬 | 0.02% | +23,213 | 新進 |
| State of Alaska, Department of Revenue | 23,485 | $94.2 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 23,607 | $94.8 萬 | 0.08% | −1,601−6.4% | 減碼 |
| Hilltop Holdings Inc. | 24,627 | $98.9 萬 | 0.12% | +3,398+16.0% | 加碼 |
| Hoertkorn Richard Charles | 25,100 | $100.8 萬 | 0.44% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 25,980 | $104.3 萬 | 0.22% | +4,800+22.7% | 加碼 |
| Waterfront Wealth Inc. | 26,265 | $105.5 萬 | 0.29% | −1,400−5.1% | 減碼 |
| New York Life Investment Management LLC | 26,554 | $106.6 萬 | 0.01% | +2,413+10.0% | 加碼 |
| First Trust Advisors LP | 26,916 | $108.1 萬 | 0.00% | −166,793−86.1% | 減碼 |
| Ossiam | 27,403 | $110.0 萬 | 0.02% | +1,863+7.3% | 加碼 |
| Jeppson Wealth Management, LLC | 27,452 | $110.2 萬 | 0.42% | −290−1.0% | 減碼 |
| Nissay Asset Management Corp | 27,635 | $111.0 萬 | 0.01% | +2,722+10.9% | 加碼 |
| Illinois Municipal Retirement Fund | 27,760 | $111.5 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 27,822 | $111.7 萬 | 0.01% | 00.0% | 不變 |
| Sierra Capital LLC | 27,996 | $112.4 萬 | 0.15% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 28,332 | $113.8 萬 | 0.00% | −1,543−5.2% | 減碼 |
| Banque Pictet & Cie SA | 28,700 | $115.2 萬 | 0.01% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 28,997 | $116.4 萬 | 0.22% | +2,877+11.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 29,003 | $116.4 萬 | 0.00% | +239+0.8% | 加碼 |
| Empowered Funds, LLC | 29,030 | $116.6 萬 | 0.02% | +2,053+7.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 29,378 | $118.0 萬 | 0.30% | +29,378 | 新進 |
| Andra AP-fonden | 30,200 | $121.3 萬 | 0.02% | −28,007−48.1% | 減碼 |
| GWM Advisors LLC | 30,632 | $123.0 萬 | 0.01% | +18,304+148.5% | 加碼 |
| Public Sector Pension Investment Board | 30,772 | $123.5 萬 | 0.01% | +1,735+6.0% | 加碼 |
| Voya Investment Management LLC | 30,865 | $123.9 萬 | 0.00% | +2,466+8.7% | 加碼 |
| Amica Mutual Insurance Co | 31,202 | $125.3 萬 | 0.12% | −9,478−23.3% | 減碼 |
| Pacer Advisors, Inc. | 32,366 | $129.9 萬 | 0.00% | −324−1.0% | 減碼 |
| Cetera Investment Advisers | 33,065 | $132.8 萬 | 0.00% | −495−1.5% | 減碼 |
| Herbst Group, LLC | 33,625 | $135.0 萬 | 0.82% | +625+1.9% | 加碼 |