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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 41,530 | $209.7 萬 | 0.00% | +7,649+22.6% | 加碼 |
| Herbst Group, LLC | 41,475 | $209.4 萬 | 1.31% | +1,950+4.9% | 加碼 |
| Quantbot Technologies LP | 41,032 | $207.2 萬 | 0.08% | −29,532−41.9% | 減碼 |
| Truist Financial Corp | 40,687 | $205.4 萬 | 0.00% | +2,316+6.0% | 加碼 |
| Diversified Trust Co | 40,564 | $204.8 萬 | 0.05% | −19,014−31.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,565 | $204.8 萬 | 0.02% | −33,600−45.3% | 減碼 |
| Bleakley Financial Group, LLC | 40,190 | $202.9 萬 | 0.06% | −1,552−3.7% | 減碼 |
| Sanctuary Advisors, LLC | 35,600 | $200.5 萬 | 0.01% | +2,240+6.7% | 加碼 |
| Mariner, LLC | 38,689 | $195.3 萬 | 0.00% | +1,129+3.0% | 加碼 |
| Hilltop Holdings Inc. | 38,463 | $194.2 萬 | 0.12% | −3,708−8.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 36,888 | $186.2 萬 | 0.02% | +27,048+274.9% | 加碼 |
| Xponance, Inc. | 36,373 | $183.6 萬 | 0.02% | +2,221+6.5% | 加碼 |
| Utah Retirement Systems | 36,100 | $182.3 萬 | 0.02% | 00.0% | 不變 |
| Walleye Trading LLC | 35,889 | $181.2 萬 | 0.04% | −29,126−44.8% | 減碼 |
| Amica Mutual Insurance Co | 35,249 | $178.0 萬 | 0.18% | 00.0% | 不變 |
| Park Circle Co | 34,765 | $175.5 萬 | 1.60% | 00.0% | 不變 |
| Wolf Group Capital Advisors | 51,107 | $163.3 萬 | 0.80% | 00.0% | 不變 |
| Pacific Capital Partners Ltd | 32,074 | $161.9 萬 | 0.95% | −6,000−15.8% | 減碼 |
| SG Americas Securities, LLC | 31,592 | $159.5 萬 | 0.01% | −3,865−10.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 31,395 | $158.5 萬 | 0.25% | +23,567+301.1% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 30,687 | $154.9 萬 | 0.59% | +30,558+23,688.4% | 加碼 |
| Banque Pictet & Cie SA | 28,700 | $144.9 萬 | 0.01% | 00.0% | 不變 |
| Moody National Bank Trust Division | 28,409 | $143.4 萬 | 0.15% | −1,914−6.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 28,393 | $143.4 萬 | 0.00% | −200−0.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 28,257 | $142.8 萬 | 0.01% | +8,326+41.8% | 加碼 |
| Nissay Asset Management Corp | 28,026 | $142.6 萬 | 0.01% | −296−1.0% | 減碼 |
| D.A. Davidson & Co. | 28,072 | $141.7 萬 | 0.01% | +750+2.7% | 加碼 |
| Nomura Holdings Inc | 28,002 | $141.4 萬 | 0.01% | +28,002 | 新進 |
| Voya Investment Management LLC | 26,623 | $134.4 萬 | 0.00% | −1,839−6.5% | 減碼 |
| Jeppson Wealth Management, LLC | 26,619 | $134.4 萬 | 0.49% | −720−2.6% | 減碼 |
| Wolverine Trading, LLC | 26,341 | $133.1 萬 | 0.03% | +26,341 | 新進 |
| MML Investors Services, LLC | 26,097 | $131.8 萬 | 0.00% | +9,012+52.7% | 加碼 |
| Waterfront Wealth Inc. | 26,065 | $131.6 萬 | 0.32% | −200−0.8% | 減碼 |
| Blair William & Co | 25,880 | $130.7 萬 | 0.00% | −18,552−41.8% | 減碼 |
| Hoertkorn Richard Charles | 25,000 | $126.2 萬 | 0.52% | −100−0.4% | 減碼 |
| Susquehanna International Group, LLP | 24,901 | $125.7 萬 | 0.00% | −5,283−17.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,853 | $125.5 萬 | 0.01% | +7,539+43.5% | 加碼 |
| New York Life Investment Management LLC | 24,262 | $122.5 萬 | 0.01% | −1,165−4.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 24,111 | $121.7 萬 | 0.00% | −635−2.6% | 減碼 |
| State of Alaska, Department of Revenue | 24,060 | $121.4 萬 | 0.01% | −365−1.5% | 減碼 |
| Schroder Investment Management Group | 23,127 | $116.8 萬 | 0.00% | +1,257+5.7% | 加碼 |
| Benjamin Edwards Inc | 23,072 | $116.5 萬 | 0.02% | +5,061+28.1% | 加碼 |
| Franklin Resources Inc | 23,004 | $116.1 萬 | 0.00% | −5,206−18.5% | 減碼 |
| Riverwater Partners LLC | 22,706 | $114.6 萬 | 0.56% | +575+2.6% | 加碼 |
| QRG Capital Management, Inc. | 22,359 | $112.9 萬 | 0.01% | −2,086−8.5% | 減碼 |
| JustInvest LLC | 21,538 | $108.7 萬 | 0.02% | +3,957+22.5% | 加碼 |
| AMG National Trust Bank | 20,911 | $105.6 萬 | 0.03% | −38,337−64.7% | 減碼 |
| Atria Investments LLC | 20,923 | $105.6 萬 | 0.01% | +1,062+5.3% | 加碼 |
| Arkadios Wealth Advisors | 20,146 | $101.7 萬 | 0.06% | +20,146 | 新進 |
| Public Employees Retirement Association of Colorado | 20,098 | $101.5 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 19,841 | $101.0 萬 | 0.01% | +2,363+13.5% | 加碼 |
| Apollon Wealth Management, LLC | 19,261 | $97.2 萬 | 0.02% | −3,716−16.2% | 減碼 |
| Nordea Investment Management AB | 19,050 | $96.7 萬 | 0.00% | +124+0.7% | 加碼 |
| EntryPoint Capital, LLC | 19,059 | $96.2 萬 | 0.40% | +5,705+42.7% | 加碼 |
| Clearstead Advisors, LLC | 18,092 | $91.3 萬 | 0.01% | −312−1.7% | 減碼 |
| O'Rourke & Company, Inc | 17,990 | $90.8 萬 | 0.44% | +266+1.5% | 加碼 |
| Daiwa Securities Group Inc. | 17,873 | $90.2 萬 | 0.00% | 00.0% | 不變 |
| Sym Financial Corp | 17,832 | $90.0 萬 | 0.12% | +17,832 | 新進 |
| Federated Hermes, Inc. | 17,680 | $89.3 萬 | 0.00% | −3,794−17.7% | 減碼 |
| TD Waterhouse Canada Inc. | 17,621 | $89.0 萬 | 0.01% | −4,715−21.1% | 減碼 |
| Aviva PLC | 17,408 | $87.9 萬 | 0.00% | +227+1.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,364 | $87.7 萬 | 0.01% | −1,863−9.7% | 減碼 |
| Mercer Global Advisors Inc | 17,306 | $87.4 萬 | 0.00% | −9,310−35.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,248 | $87.0 萬 | 0.02% | 00.0% | 不變 |
| Tredje AP-fonden | 17,018 | $85.9 萬 | 0.01% | −17,017−50.0% | 減碼 |
| Avanza Fonder AB | 16,389 | $82.7 萬 | 0.02% | +16,389 | 新進 |
| Elo Mutual Pension Insurance Co | 16,182 | $81.7 萬 | 0.02% | −4,596−22.1% | 減碼 |
| Arete Wealth Advisors, LLC | 15,988 | $80.7 萬 | 0.06% | +4,619+40.6% | 加碼 |
| Jain Global LLC | 15,975 | $80.7 萬 | 0.02% | +15,975 | 新進 |
| Securian Asset Management, Inc | 15,953 | $80.5 萬 | 0.02% | −397−2.4% | 減碼 |
| Prudential Financial Inc | 15,936 | $80.4 萬 | 0.00% | −1,765−10.0% | 減碼 |
| Swedbank AB | 15,826 | $79.9 萬 | 0.00% | 00.0% | 不變 |
| Intrepid Capital Management Inc | 15,735 | $79.4 萬 | 0.40% | +717+4.8% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $79.4 萬 | 0.05% | 00.0% | 不變 |
| Synovus Financial Corp | 15,621 | $78.9 萬 | 0.01% | +912+6.2% | 加碼 |
| Janus Henderson Group PLC | 15,394 | $77.7 萬 | 0.00% | −3,600−19.0% | 減碼 |
| SMH Capital Advisors Inc | 15,104 | $76.3 萬 | 1.84% | −848−5.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 15,097 | $76.2 萬 | 0.05% | +42+0.3% | 加碼 |
| Garrison Bradford & Associates Inc | 15,080 | $76.1 萬 | 0.80% | −988−6.1% | 減碼 |
| Carson Advisory Inc. | 15,026 | $75.9 萬 | 0.53% | −197−1.3% | 減碼 |
| Swiss Life Asset Management Ltd | 15,023 | $75.7 萬 | 0.01% | +9,499+172.0% | 加碼 |
| Bridgewater Associates, LP | 14,308 | $72.2 萬 | 0.00% | +14,308 | 新進 |
| First Manhattan Co | 14,075 | $71.1 萬 | 0.00% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 14,063 | $71.0 萬 | 0.00% | −15,166−51.9% | 減碼 |
| Zhang Financial LLC | 13,833 | $69.8 萬 | 0.04% | +1,035+8.1% | 加碼 |
| United Services Automobile Association | 13,744 | $69.4 萬 | 0.02% | 00.0% | 不變 |
| Guinness Asset Management LTD | 13,719 | $69.3 萬 | 0.01% | +4,113+42.8% | 加碼 |
| Capital Management Associates | 13,659 | $69.0 萬 | 0.81% | −2,865−17.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 13,600 | $68.7 萬 | 0.01% | +13,600 | 新進 |
| CIBC Asset Management Inc | 13,474 | $68.0 萬 | 0.00% | +1,291+10.6% | 加碼 |
| Stablepoint Partners, LLC | 13,377 | $67.5 萬 | 0.12% | 00.0% | 不變 |
| Creative Planning | 13,340 | $67.4 萬 | 0.00% | +553+4.3% | 加碼 |
| Illinois Municipal Retirement Fund | 13,317 | $67.2 萬 | 0.01% | 00.0% | 不變 |
| Machina Capital S.A.S. | 13,295 | $67.1 萬 | 0.28% | +13,295 | 新進 |
| Tower Research Capital LLC (TRC) | 13,105 | $66.2 萬 | 0.01% | −8,352−38.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 13,000 | $65.6 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 12,993 | $65.6 萬 | 0.05% | +541+4.3% | 加碼 |
| Sterling Capital Management LLC | 12,976 | $65.5 萬 | 0.01% | +4,586+54.7% | 加碼 |
| Promethium Advisors,llc | 12,915 | $65.2 萬 | 0.45% | −250−1.9% | 減碼 |
| FFT Wealth Management LLC | 12,887 | $65.1 萬 | 0.05% | +863+7.2% | 加碼 |