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 4 季 13F 持有人
Carlyle Group Inc. 在 2024/12/31 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
- 565
- 較 2024 年第 3 季 +50 家
- 持有股數
- 2.16 億
- 較 2024 年第 3 季 +726.9 萬 (+3.5%)
- 總市值
- $108.9 億
- 較 2024 年第 3 季 +$19.2 億 (+21.3%)
- 新進機構
- 95
- 另有 191 家加碼
- 清倉機構
- 45
- 另有 187 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1,240 | $6.26 萬 | 0.00% | −10−0.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,300 | $6.56 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,329 | $6.71 萬 | 0.00% | +424+46.9% | 加碼 |
| Proequities, Inc. | 1,227 | $6.95 萬 | 0.00% | +235+23.7% | 加碼 |
| Gold Investment Management Ltd. | 1,382 | $6.98 萬 | 0.03% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,403 | $7.08 萬 | 0.00% | +495+54.5% | 加碼 |
| Quarry LP | 1,408 | $7.11 萬 | 0.01% | +1,408 | 新進 |
| Ostrum Asset Management | 1,508 | $7.61 萬 | 0.01% | −63−4.0% | 減碼 |
| Bogart Wealth, LLC | 1,546 | $7.81 萬 | 0.00% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $8.58 萬 | 0.00% | 00.0% | 不變 |
| R Squared Ltd | 1,780 | $8.99 萬 | 0.09% | +1,780 | 新進 |
| CIBC Private Wealth Group, LLC | 1,850 | $9.68 萬 | 0.00% | −9−0.5% | 減碼 |
| Central Trust Co | 1,920 | $9.69 萬 | 0.00% | +1,920 | 新進 |
| Concord Wealth Partners | 2,000 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,000 | $10.1 萬 | 0.01% | +1,000+100.0% | 加碼 |
| Tower View Investment Management & Research LLC | 2,198 | $11.1 萬 | 0.06% | +12+0.5% | 加碼 |
| Larson Financial Group LLC | 2,274 | $11.5 萬 | 0.01% | +119+5.5% | 加碼 |
| Wellington Shields & Co., LLC | 2,315 | $11.7 萬 | 0.04% | +570+32.7% | 加碼 |
| Sandy Spring Bank | 2,542 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 2,550 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,569 | $13.0 萬 | 0.00% | +2,469+2,469.0% | 加碼 |
| Ramirez Asset Management, Inc. | 2,800 | $14.1 萬 | 0.03% | 00.0% | 不變 |
| Optiver Holding B.V. | 2,935 | $14.8 萬 | 0.00% | +488+19.9% | 加碼 |
| Riggs Asset Managment Co. Inc. | 3,201 | $16.2 萬 | 0.04% | +3,201 | 新進 |
| Ossiam | 3,418 | $17.3 萬 | 0.00% | −21,975−86.5% | 減碼 |
| Leonteq Securities AG | 3,441 | $17.7 萬 | 0.02% | −255−6.9% | 減碼 |
| Western Pacific Wealth Management, LP | 3,613 | $18.2 萬 | 0.15% | +329+10.0% | 加碼 |
| Paradigm Asset Management Co LLC | 3,800 | $19.2 萬 | 0.05% | +3,800 | 新進 |
| Quest Partners LLC | 3,916 | $19.8 萬 | 0.03% | −15,226−79.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,984 | $20.1 萬 | 0.01% | +3,984 | 新進 |
| Breed's Hill Capital LLC | 4,000 | $20.2 萬 | 0.11% | +4,000 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $20.2 萬 | 0.04% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 4,171 | $21.1 萬 | 0.20% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 4,250 | $21.5 萬 | 0.00% | +4,250 | 新進 |
| CWM, LLC | 4,263 | $21.5 萬 | 0.00% | +396+10.2% | 加碼 |
| Colony Group, LLC | 4,265 | $21.5 萬 | 0.00% | +4,265 | 新進 |
| Trust Point Inc. | 4,274 | $21.6 萬 | 0.01% | +4,274 | 新進 |
| MJP Associates Inc | 4,373 | $22.1 萬 | 0.04% | +4,373 | 新進 |
| Wedmont Private Capital | 4,391 | $22.1 萬 | 0.01% | +4,391 | 新進 |
| UniSuper Management Pty Ltd | 4,400 | $22.2 萬 | 0.00% | −1,900−30.2% | 減碼 |
| Cornerstone Select Advisors, LLC | 4,415 | $22.3 萬 | 0.21% | +4,415 | 新進 |
| Allspring Global Investments Holdings, LLC | 4,428 | $22.5 萬 | 0.00% | −57−1.3% | 減碼 |
| Herold Advisors, Inc. | 4,500 | $22.7 萬 | 0.05% | +4,500 | 新進 |
| Ci Investments Inc. | 4,533 | $22.9 萬 | 0.00% | −896−16.5% | 減碼 |
| Vestcor Inc | 4,564 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Tranquility Partners, LLC | 4,628 | $23.4 萬 | 0.09% | −210−4.3% | 減碼 |
| Mirador Capital Partners LP | 4,648 | $23.5 萬 | 0.04% | +4,648 | 新進 |
| Investment Partners Asset Management, Inc. | 4,696 | $23.7 萬 | 0.19% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 4,778 | $24.1 萬 | 0.08% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 4,820 | $24.3 萬 | 0.00% | −28−0.6% | 減碼 |
| Farringdon Capital, Ltd. | 4,827 | $24.4 萬 | 0.10% | +4,827 | 新進 |
| Dynamic Advisor Solutions LLC | 4,833 | $24.4 萬 | 0.01% | −581−10.7% | 減碼 |
| Daymark Wealth Partners, LLC | 4,842 | $24.4 萬 | 0.01% | −75−1.5% | 減碼 |
| Umb Bank N A | 4,868 | $24.6 萬 | 0.00% | −128−2.6% | 減碼 |
| Spire Wealth Management | 4,937 | $24.9 萬 | 0.01% | −4−0.1% | 減碼 |
| Vident Advisory, LLC | 4,958 | $25.0 萬 | 0.00% | −528−9.6% | 減碼 |
| Profund Advisors LLC | 4,972 | $25.1 萬 | 0.01% | −706−12.4% | 減碼 |
| Carnegie Lake Advisors LLC | 5,015 | $25.3 萬 | 0.10% | 00.0% | 不變 |
| Center For Asset Management LLC | 5,033 | $25.4 萬 | 0.16% | +5,033 | 新進 |
| Slow Capital, Inc. | 5,041 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 5,065 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 5,117 | $25.8 萬 | 0.06% | +26+0.5% | 加碼 |
| KRS Capital Management, LLC | 5,120 | $25.9 萬 | 0.18% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,124 | $25.9 萬 | 0.01% | +110+2.2% | 加碼 |
| Regatta Capital Group, LLC | 5,144 | $26.0 萬 | 0.05% | 00.0% | 不變 |
| Toroso Investments, LLC | 5,219 | $26.4 萬 | 0.00% | +306+6.2% | 加碼 |
| Fort Point Capital Partners LLC | 5,225 | $26.4 萬 | 0.03% | −395−7.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,318 | $26.9 萬 | 0.00% | −1,225−18.7% | 減碼 |
| American Trust | 5,320 | $26.9 萬 | 0.02% | +340+6.8% | 加碼 |
| Cary Street Partners Financial LLC | 5,374 | $27.1 萬 | 0.01% | +5,374 | 新進 |
| J.W. Cole Advisors, Inc. | 5,439 | $27.5 萬 | 0.01% | +5,439 | 新進 |
| GAMMA Investing LLC | 5,463 | $27.6 萬 | 0.02% | +509+10.3% | 加碼 |
| Harbor Investment Advisory, LLC | 5,500 | $27.8 萬 | 0.03% | −500−8.3% | 減碼 |
| Advisor OS, LLC | 5,519 | $27.9 萬 | 0.03% | +5,519 | 新進 |
| AQR Capital Management LLC | 5,526 | $27.9 萬 | 0.00% | +5,526 | 新進 |
| Integrated Wealth Concepts LLC | 5,555 | $28.0 萬 | 0.00% | +66+1.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 5,621 | $28.4 萬 | 0.02% | −5−0.1% | 減碼 |
| Cresset Asset Management, LLC | 5,671 | $28.6 萬 | 0.00% | −5,788−50.5% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,700 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Private Advisor Group, LLC | 5,781 | $29.2 萬 | 0.00% | −2,932−33.7% | 減碼 |
| RSM US Wealth Management LLC | 5,849 | $29.5 萬 | 0.00% | −2,935−33.4% | 減碼 |
| Pictet North America Advisors SA | 5,950 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 6,000 | $30.3 萬 | 0.01% | −653−9.8% | 減碼 |
| Stonegate Investment Group, LLC | 6,000 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Spirit of America Management Corp | 6,050 | $30.5 萬 | 0.06% | 00.0% | 不變 |
| M&T Bank Corp | 6,103 | $30.8 萬 | 0.00% | +928+17.9% | 加碼 |
| Lake Street Advisors Group, LLC | 6,112 | $30.9 萬 | 0.01% | −1,147−15.8% | 減碼 |
| Covenant Partners, LLC | 6,129 | $30.9 萬 | 0.10% | +6,129 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 6,312 | $31.9 萬 | 0.04% | −450−6.7% | 減碼 |
| Fieldview Capital Management, LLC | 6,321 | $31.9 萬 | 0.05% | +6,321 | 新進 |
| Investment Management Corp of Ontario | 6,409 | $32.4 萬 | 0.01% | −1,300−16.9% | 減碼 |
| Sterneck Capital Management, LLC | 6,469 | $32.7 萬 | 0.18% | −950−12.8% | 減碼 |
| Forum Financial Management, LP | 6,540 | $33.0 萬 | 0.01% | +6,540 | 新進 |
| Fifth Third Wealth Advisors LLC | 6,563 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Jane Street Group, LLC | 6,640 | $33.5 萬 | 0.00% | −89,817−93.1% | 減碼 |
| Enterprise Financial Services Corp | 6,677 | $33.7 萬 | 0.19% | −53−0.8% | 減碼 |
| Allstate Corp | 6,691 | $33.8 萬 | 0.01% | +6,691 | 新進 |
| Fayez Sarofim & Co | 6,849 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| DMG Group, LLC | 6,932 | $35.0 萬 | 0.28% | +283+4.3% | 加碼 |