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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 12,818 | $64.7 萬 | 0.01% | +7,070+123.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 12,592 | $63.6 萬 | 0.00% | +4,132+48.8% | 加碼 |
| Maryland State Retirement & Pension System | 12,516 | $63.2 萬 | 0.01% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 12,411 | $62.7 萬 | 0.07% | −12,200−49.6% | 減碼 |
| M&G Plc | 12,500 | $62.5 萬 | 0.00% | +12,500 | 新進 |
| National Asset Management, Inc. | 12,332 | $62.3 萬 | 0.02% | −532−4.1% | 減碼 |
| Journey Strategic Wealth LLC | 12,328 | $62.2 萬 | 0.02% | +481+4.1% | 加碼 |
| Stiles Financial Services Inc | 12,081 | $61.0 萬 | 0.22% | −132−1.1% | 減碼 |
| TBH Global Asset Management, LLC | 11,773 | $59.4 萬 | 0.14% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 11,765 | $59.4 萬 | 0.44% | +11,765 | 新進 |
| Impact Partnership Wealth, LLC | 11,675 | $58.9 萬 | 0.12% | +11,675 | 新進 |
| Edgestream Partners, L.P. | 11,568 | $58.4 萬 | 0.02% | −86,936−88.3% | 減碼 |
| Macquarie Group Ltd | 11,544 | $58.3 萬 | 0.00% | +922+8.7% | 加碼 |
| HB Wealth Management, LLC | 11,380 | $57.5 萬 | 0.01% | +3,088+37.2% | 加碼 |
| Carret Asset Management, LLC | 11,290 | $57.0 萬 | 0.06% | −600−5.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 11,288 | $57.0 萬 | 0.02% | +722+6.8% | 加碼 |
| Tritonpoint Wealth, LLC | 11,180 | $56.4 萬 | 0.05% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 11,148 | $56.3 萬 | 0.08% | −96−0.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 10,955 | $55.3 萬 | 0.00% | −32,877−75.0% | 減碼 |
| Fort Sheridan Advisors LLC | 10,800 | $54.5 萬 | 0.08% | 00.0% | 不變 |
| AXA S.A. | 10,718 | $54.1 萬 | 0.00% | +10,718 | 新進 |
| Pathstone Holdings, LLC | 10,579 | $53.4 萬 | 0.00% | +900+9.3% | 加碼 |
| CIBC World Markets Corp | 10,483 | $52.9 萬 | 0.00% | −3,148−23.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 10,259 | $51.8 萬 | 0.25% | −641−5.9% | 減碼 |
| Marshall Wace, LLP | 10,062 | $50.8 萬 | 0.00% | −1,363,105−99.3% | 減碼 |
| ProShare Advisors LLC | 9,878 | $49.9 萬 | 0.00% | +712+7.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,828 | $49.6 萬 | 0.01% | +1,751+21.7% | 加碼 |
| Verition Fund Management LLC | 9,806 | $49.5 萬 | 0.00% | +2,477+33.8% | 加碼 |
| Belpointe Asset Management LLC | 12,230 | $49.1 萬 | 0.03% | +12,230 | 新進 |
| Fortis Capital Advisors, LLC | 12,230 | $49.1 萬 | 0.17% | +12,230 | 新進 |
| 1832 Asset Management L.P. | 9,705 | $49.0 萬 | 0.00% | +9,705 | 新進 |
| Bearing Point Capital, LLC | 9,570 | $48.3 萬 | 0.10% | +9,570 | 新進 |
| Storebrand Asset Management AS | 9,399 | $47.5 萬 | 0.00% | +5,418+136.1% | 加碼 |
| Davenport & Co LLC | 9,366 | $47.3 萬 | 0.00% | +1,272+15.7% | 加碼 |
| GWM Advisors LLC | 9,278 | $46.8 萬 | 0.00% | +4,327+87.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,104 | $46.0 萬 | 0.02% | +450+5.2% | 加碼 |
| Fiduciary Group LLC | 8,800 | $44.4 萬 | 0.04% | +300+3.5% | 加碼 |
| Hamilton Capital Partners Inc. | 8,782 | $44.3 萬 | 0.03% | +3,182+56.8% | 加碼 |
| Wellington Management Group LLP | 8,664 | $43.7 萬 | 0.00% | +344+4.1% | 加碼 |
| E&G Advisors, LP | 8,600 | $43.4 萬 | 0.12% | −100−1.1% | 減碼 |
| Brinker Capital Investments, LLC | 8,416 | $42.5 萬 | 0.00% | +8,416 | 新進 |
| Orion Portfolio Solutions, LLC | 8,416 | $42.5 萬 | 0.00% | +8,416 | 新進 |
| Glenview Trust Co | 8,391 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 8,288 | $41.8 萬 | 0.00% | +1,521+22.5% | 加碼 |
| PFG Investments, LLC | 8,271 | $41.8 萬 | 0.03% | −1,343−14.0% | 減碼 |
| Triad Wealth Partners, LLC | 8,265 | $41.7 萬 | 0.15% | +8,265 | 新進 |
| Segment Wealth Management, LLC | 8,200 | $41.4 萬 | 0.03% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 8,153 | $41.2 萬 | 0.02% | −400−4.7% | 減碼 |
| NewEdge Wealth, LLC | 8,059 | $40.7 萬 | 0.01% | +52+0.6% | 加碼 |
| Principle Wealth Partners LLC | 8,031 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 7,984 | $40.3 萬 | 0.04% | −1,144−12.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,980 | $40.3 萬 | 0.00% | +2,511+45.9% | 加碼 |
| Shelton Capital Management | 7,936 | $40.1 萬 | 0.01% | −718−8.3% | 減碼 |
| Verdence Capital Advisors LLC | 7,836 | $39.6 萬 | 0.03% | +17+0.2% | 加碼 |
| Everence Capital Management Inc | 7,720 | $39.0 萬 | 0.03% | +7,720 | 新進 |
| Triangle Securities Wealth Management | 7,615 | $38.4 萬 | 0.10% | −730−8.7% | 減碼 |
| EdgeRock Capital LLC | 7,506 | $37.9 萬 | 0.25% | 00.0% | 不變 |
| Oak Thistle LLC | 7,361 | $37.2 萬 | 0.11% | +7,361 | 新進 |
| Credit Agricole S A | 7,340 | $37.1 萬 | 0.00% | +2,170+42.0% | 加碼 |
| Visionary Wealth Advisors | 7,153 | $36.1 萬 | 0.02% | −298−4.0% | 減碼 |
| Keebeck Wealth Management, LLC | 7,057 | $35.6 萬 | 0.05% | 00.0% | 不變 |
| Captrust Financial Advisors | 7,034 | $35.5 萬 | 0.00% | +54+0.8% | 加碼 |
| SlateStone Wealth, LLC | 7,029 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 7,015 | $35.4 萬 | 0.01% | +7,015 | 新進 |
| Everhart Financial Group, Inc. | 6,969 | $35.2 萬 | 0.07% | +881+14.5% | 加碼 |
| DMG Group, LLC | 6,932 | $35.0 萬 | 0.28% | +283+4.3% | 加碼 |
| Fayez Sarofim & Co | 6,849 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| Allstate Corp | 6,691 | $33.8 萬 | 0.01% | +6,691 | 新進 |
| Enterprise Financial Services Corp | 6,677 | $33.7 萬 | 0.19% | −53−0.8% | 減碼 |
| Jane Street Group, LLC | 6,640 | $33.5 萬 | 0.00% | −89,817−93.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,563 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,540 | $33.0 萬 | 0.01% | +6,540 | 新進 |
| Sterneck Capital Management, LLC | 6,469 | $32.7 萬 | 0.18% | −950−12.8% | 減碼 |
| Investment Management Corp of Ontario | 6,409 | $32.4 萬 | 0.01% | −1,300−16.9% | 減碼 |
| Fieldview Capital Management, LLC | 6,321 | $31.9 萬 | 0.05% | +6,321 | 新進 |
| BFSG, LLC | 6,312 | $31.9 萬 | 0.04% | −450−6.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| Covenant Partners, LLC | 6,129 | $30.9 萬 | 0.10% | +6,129 | 新進 |
| Lake Street Advisors Group, LLC | 6,112 | $30.9 萬 | 0.01% | −1,147−15.8% | 減碼 |
| M&T Bank Corp | 6,103 | $30.8 萬 | 0.00% | +928+17.9% | 加碼 |
| Spirit of America Management Corp | 6,050 | $30.5 萬 | 0.06% | 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 |
| Pictet North America Advisors SA | 5,950 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,849 | $29.5 萬 | 0.00% | −2,935−33.4% | 減碼 |
| Private Advisor Group, LLC | 5,781 | $29.2 萬 | 0.00% | −2,932−33.7% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,700 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 5,671 | $28.6 萬 | 0.00% | −5,788−50.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,621 | $28.4 萬 | 0.02% | −5−0.1% | 減碼 |
| Integrated Wealth Concepts LLC | 5,555 | $28.0 萬 | 0.00% | +66+1.2% | 加碼 |
| AQR Capital Management LLC | 5,526 | $27.9 萬 | 0.00% | +5,526 | 新進 |
| Advisor OS, LLC | 5,519 | $27.9 萬 | 0.03% | +5,519 | 新進 |
| Harbor Investment Advisory, LLC | 5,500 | $27.8 萬 | 0.03% | −500−8.3% | 減碼 |
| GAMMA Investing LLC | 5,463 | $27.6 萬 | 0.02% | +509+10.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,439 | $27.5 萬 | 0.01% | +5,439 | 新進 |
| Cary Street Partners Financial LLC | 5,374 | $27.1 萬 | 0.01% | +5,374 | 新進 |
| American Trust | 5,320 | $26.9 萬 | 0.02% | +340+6.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,318 | $26.9 萬 | 0.00% | −1,225−18.7% | 減碼 |
| Fort Point Capital Partners LLC | 5,225 | $26.4 萬 | 0.03% | −395−7.0% | 減碼 |
| Toroso Investments, LLC | 5,219 | $26.4 萬 | 0.00% | +306+6.2% | 加碼 |