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 3 季 13F 持有人
Carlyle Group Inc. 在 2024/9/30 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
- 525
- 較 2024 年第 2 季 +13 家
- 持有股數
- 2.11 億
- 較 2024 年第 2 季 +2,353 萬 (+12.6%)
- 總市值
- $90.9 億
- 較 2024 年第 2 季 +$15.7 億 (+20.9%)
- 新進機構
- 59
- 另有 210 家加碼
- 清倉機構
- 46
- 另有 171 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 12,365 | $53.2 萬 | 0.04% | −79,157−86.5% | 減碼 |
| Stiles Financial Services Inc | 12,213 | $52.6 萬 | 0.19% | +20.0% | 加碼 |
| CIBC Asset Management Inc | 12,183 | $52.5 萬 | 0.00% | +569+4.9% | 加碼 |
| FFT Wealth Management LLC | 12,024 | $51.8 萬 | 0.04% | +859+7.7% | 加碼 |
| Carret Asset Management, LLC | 11,890 | $51.2 萬 | 0.06% | −125−1.0% | 減碼 |
| Journey Strategic Wealth LLC | 11,847 | $51.0 萬 | 0.02% | +11,847 | 新進 |
| TBH Global Asset Management, LLC | 11,773 | $50.7 萬 | 0.11% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 11,459 | $49.3 萬 | 0.00% | +2,084+22.2% | 加碼 |
| Arete Wealth Advisors, LLC | 11,369 | $49.0 萬 | 0.04% | −6,403−36.0% | 減碼 |
| Tritonpoint Wealth, LLC | 11,180 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 11,244 | $48.4 萬 | 0.06% | −144−1.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 10,950 | $47.2 萬 | 0.03% | +58+0.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 10,900 | $46.9 萬 | 0.23% | +772+7.6% | 加碼 |
| Fort Sheridan Advisors LLC | 10,800 | $46.5 萬 | 0.07% | +250+2.4% | 加碼 |
| Raymond James Trust N.A. | 10,765 | $46.4 萬 | 0.01% | +708+7.0% | 加碼 |
| Macquarie Group Ltd | 10,622 | $45.7 萬 | 0.00% | +4,318+68.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,566 | $45.5 萬 | 0.02% | +158+1.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,840 | $42.4 萬 | 0.01% | +7,789+379.8% | 加碼 |
| Pathstone Holdings, LLC | 9,679 | $41.7 萬 | 0.00% | −599−5.8% | 減碼 |
| PFG Investments, LLC | 9,614 | $41.4 萬 | 0.03% | −1,281−11.8% | 減碼 |
| Guinness Asset Management LTD | 9,606 | $41.4 萬 | 0.01% | −1,096−10.2% | 減碼 |
| ProShare Advisors LLC | 9,166 | $39.5 萬 | 0.00% | −1,017−10.0% | 減碼 |
| Kovack Advisors, Inc. | 9,128 | $39.3 萬 | 0.04% | −208−2.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,887 | $38.3 萬 | 0.00% | −4,992−36.0% | 減碼 |
| Entropy Technologies, LP | 8,858 | $38.1 萬 | 0.04% | +8,858 | 新進 |
| RSM US Wealth Management LLC | 8,784 | $37.9 萬 | 0.01% | +1,438+19.6% | 加碼 |
| Private Advisor Group, LLC | 8,713 | $37.5 萬 | 0.00% | −1,270−12.7% | 減碼 |
| E&G Advisors, LP | 8,700 | $37.5 萬 | 0.10% | 00.0% | 不變 |
| Shelton Capital Management | 8,654 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 8,654 | $37.3 萬 | 0.01% | +414+5.0% | 加碼 |
| Moors & Cabot, Inc. | 8,553 | $36.8 萬 | 0.02% | +900+11.8% | 加碼 |
| Fiduciary Group LLC | 8,500 | $36.6 萬 | 0.04% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 8,460 | $36.4 萬 | 0.00% | +1,798+27.0% | 加碼 |
| Glenview Trust Co | 8,391 | $36.1 萬 | 0.01% | +195+2.4% | 加碼 |
| Sterling Capital Management LLC | 8,390 | $36.1 萬 | 0.00% | +8,390 | 新進 |
| Triangle Securities Wealth Management | 8,345 | $35.9 萬 | 0.09% | −675−7.5% | 減碼 |
| Wellington Management Group LLP | 8,320 | $35.8 萬 | 0.00% | +2,055+32.8% | 加碼 |
| HB Wealth Management, LLC | 8,292 | $35.7 萬 | 0.00% | +8,292 | 新進 |
| Segment Wealth Management, LLC | 8,200 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Northeast Investment Management | 8,125 | $35.0 萬 | 0.02% | −30.0% | 減碼 |
| Davenport & Co LLC | 8,094 | $34.9 萬 | 0.00% | +1,437+21.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,077 | $34.8 萬 | 0.01% | −2,426−23.1% | 減碼 |
| Principle Wealth Partners LLC | 8,031 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 8,007 | $34.5 萬 | 0.01% | +69+0.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 7,828 | $33.7 萬 | 0.04% | −33,483−81.1% | 減碼 |
| Verdence Capital Advisors LLC | 7,819 | $33.7 萬 | 0.03% | +377+5.1% | 加碼 |
| Investment Management Corp of Ontario | 7,709 | $33.2 萬 | 0.01% | +2,500+48.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 7,560 | $32.6 萬 | 0.02% | −5,116−40.4% | 減碼 |
| EdgeRock Capital LLC | 7,506 | $32.3 萬 | 0.23% | +15+0.2% | 加碼 |
| Visionary Wealth Advisors | 7,451 | $32.1 萬 | 0.02% | −297−3.8% | 減碼 |
| Sterneck Capital Management, LLC | 7,419 | $31.9 萬 | 0.17% | −221−2.9% | 減碼 |
| Verition Fund Management LLC | 7,329 | $31.6 萬 | 0.00% | +7,329 | 新進 |
| Lake Street Advisors Group, LLC | 7,259 | $31.3 萬 | 0.01% | −290−3.8% | 減碼 |
| Keebeck Wealth Management, LLC | 7,057 | $30.4 萬 | 0.04% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 7,029 | $30.3 萬 | 0.03% | 00.0% | 不變 |
| Captrust Financial Advisors | 6,980 | $30.1 萬 | 0.00% | −5,347−43.4% | 減碼 |
| Fayez Sarofim & Co | 6,849 | $29.5 萬 | 0.00% | +6,849 | 新進 |
| BFSG, LLC | 6,762 | $29.1 萬 | 0.03% | +522+8.4% | 加碼 |
| Park Avenue Securities LLC | 6,767 | $29.1 萬 | 0.00% | −182−2.6% | 減碼 |
| Enterprise Financial Services Corp | 6,730 | $29.0 萬 | 0.17% | −50−0.7% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 6,661 | $28.7 萬 | 0.01% | +1,107+19.9% | 加碼 |
| Catalyst Capital Advisors LLC | 6,653 | $28.6 萬 | 0.01% | +653+10.9% | 加碼 |
| DMG Group, LLC | 6,649 | $28.6 萬 | 0.23% | +170+2.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,563 | $28.3 萬 | 0.02% | +54+0.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,543 | $28.2 萬 | 0.00% | +166+2.6% | 加碼 |
| UniSuper Management Pty Ltd | 6,300 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,469 | $26.6 萬 | 0.00% | −271−4.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $26.5 萬 | 0.00% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 6,150 | $26.5 萬 | 0.00% | +6,150 | 新進 |
| Everhart Financial Group, Inc. | 6,088 | $26.2 萬 | 0.06% | +6,088 | 新進 |
| Spirit of America Management Corp | 6,050 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 6,000 | $25.8 萬 | 0.03% | −300−4.8% | 減碼 |
| Stonegate Investment Group, LLC | 6,000 | $25.8 萬 | 0.01% | +6,000 | 新進 |
| Pictet North America Advisors SA | 5,950 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 5,825 | $25.1 萬 | 0.00% | −132−2.2% | 減碼 |
| Intech Investment Management LLC | 5,748 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 5,700 | $24.5 萬 | 0.09% | +200+3.6% | 加碼 |
| Profund Advisors LLC | 5,678 | $24.4 萬 | 0.01% | −239−4.0% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,626 | $24.2 萬 | 0.02% | +110+2.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,624 | $24.2 萬 | 0.00% | −2,072−26.9% | 減碼 |
| Fort Point Capital Partners LLC | 5,620 | $24.2 萬 | 0.03% | −250−4.3% | 減碼 |
| Hamilton Capital Partners Inc. | 5,600 | $24.1 萬 | 0.02% | +1,800+47.4% | 加碼 |
| Swiss Life Asset Management Ltd | 5,524 | $23.8 萬 | 0.00% | −2,163−28.1% | 減碼 |
| Integrated Wealth Concepts LLC | 5,489 | $23.6 萬 | 0.00% | −399−6.8% | 減碼 |
| Vident Advisory, LLC | 5,486 | $23.6 萬 | 0.01% | +160+3.0% | 加碼 |
| Ci Investments Inc. | 5,429 | $23.4 萬 | 0.00% | +427+8.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,414 | $23.3 萬 | 0.01% | −9−0.2% | 減碼 |
| Ballentine Partners, LLC | 5,401 | $23.3 萬 | 0.00% | +5,401 | 新進 |
| M&T Bank Corp | 5,175 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 5,170 | $22.3 萬 | 0.00% | +670+14.9% | 加碼 |
| Regatta Capital Group, LLC | 5,144 | $22.2 萬 | 0.04% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,120 | $22.0 萬 | 0.16% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 5,091 | $21.9 萬 | 0.05% | +5,091 | 新進 |
| YHB Investment Advisors, Inc. | 5,065 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 5,059 | $21.8 萬 | 0.01% | +5,059 | 新進 |
| Slow Capital, Inc. | 5,041 | $21.7 萬 | 0.03% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 5,015 | $21.6 萬 | 0.09% | +5,015 | 新進 |
| Mission Wealth Management, LP | 5,014 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 4,996 | $21.5 萬 | 0.00% | +209+4.4% | 加碼 |
| American Trust | 4,980 | $21.4 萬 | 0.02% | −397−7.4% | 減碼 |