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
2025 年第 1 季 13F 持有人
Carlyle Group Inc. 在 2025/3/31 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
- 527
- 較 2024 年第 4 季 −28 家
- 持有股數
- 2.26 億
- 較 2024 年第 4 季 +1,118 萬 (+5.2%)
- 總市值
- $98.5 億
- 較 2024 年第 4 季 −$10.1 億 (−9.3%)
- 新進機構
- 55
- 另有 222 家加碼
- 清倉機構
- 83
- 另有 162 家減碼
另有 10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,261,523 | $12.8 億 | 0.03% | +5,248,003+21.9% | 加碼 |
| Vanguard Group Inc | 24,292,937 | $10.6 億 | 0.02% | +1,131,514+4.9% | 加碼 |
| Capital World Investors | 17,718,231 | $7.72 億 | 0.13% | −2,060,127−10.4% | 減碼 |
| William Blair Investment Management, LLC | 12,171,478 | $5.31 億 | 1.49% | −1,078,463−8.1% | 減碼 |
| Morgan Stanley | 9,961,726 | $4.34 億 | 0.03% | −1,382,526−12.2% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 8,787,043 | $3.83 億 | 0.64% | +5,600,300+175.7% | 加碼 |
| State Street Corp | 7,843,197 | $3.42 億 | 0.01% | +57,504+0.7% | 加碼 |
| Boston Partners | 6,924,066 | $3.02 億 | 0.36% | −178,019−2.5% | 減碼 |
| Millennium Management LLC | 6,891,525 | $3.00 億 | 0.29% | +5,398,358+361.5% | 加碼 |
| Massachusetts Financial Services Co | 6,827,559 | $2.98 億 | 0.10% | +476,127+7.5% | 加碼 |
| Alkeon Capital Management LLC | 5,241,316 | $2.28 億 | 1.35% | −3,139−0.1% | 減碼 |
| Vulcan Value Partners, LLC | 5,180,438 | $2.26 億 | 4.24% | −153,158−2.9% | 減碼 |
| Ariel Investments, LLC | 4,839,213 | $2.11 億 | 2.48% | −71,523−1.5% | 減碼 |
| UBS Group AG | 4,769,956 | $2.08 億 | 0.05% | +1,568,523+49.0% | 加碼 |
| Geode Capital Management, LLC | 4,056,410 | $1.76 億 | 0.01% | +167,888+4.3% | 加碼 |
| Legal & General Group Plc | 3,118,873 | $1.36 億 | 0.04% | −238,044−7.1% | 減碼 |
| Beutel, Goodman & Co Ltd. | 2,853,199 | $1.24 億 | 0.72% | +12,127+0.4% | 加碼 |
| Ameriprise Financial Inc | 2,722,737 | $1.19 億 | 0.03% | +485,488+21.7% | 加碼 |
| Frontier Capital Management Co LLC | 2,633,914 | $1.15 億 | 1.26% | +177,951+7.2% | 加碼 |
| FMR LLC | 2,584,781 | $1.13 億 | 0.01% | +28,349+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 2,365,374 | $1.03 億 | 0.03% | +104,869+4.6% | 加碼 |
| Bank of New York Mellon Corp | 2,276,666 | $9,924 萬 | 0.02% | −73,572−3.1% | 減碼 |
| Northern Trust Corp | 2,195,250 | $9,569 萬 | 0.01% | −9,931−0.5% | 減碼 |
| Capital International Investors | 2,059,785 | $8,979 萬 | 0.02% | +6,321+0.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,604,610 | $6,994 萬 | 0.02% | +441,276+37.9% | 加碼 |
| Bamco Inc | 1,587,053 | $6,918 萬 | 0.20% | −280,200−15.0% | 減碼 |
| Bank of America Corp | 1,514,720 | $6,603 萬 | 0.01% | +750,326+98.2% | 加碼 |
| Davis Asset Management, L.P. | 1,500,000 | $6,539 萬 | 2.72% | 00.0% | 不變 |
| Raymond James Financial Inc | 1,491,522 | $6,502 萬 | 0.02% | −167,891−10.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,427,171 | $6,221 萬 | 0.01% | +20,970+1.5% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $5,784 萬 | 0.51% | 00.0% | 不變 |
| Amundi | 1,444,156 | $5,590 萬 | 0.02% | −920,075−38.9% | 減碼 |
| Goldman Sachs Group Inc | 1,144,974 | $4,991 萬 | 0.01% | +332,533+40.9% | 加碼 |
| JPMorgan Chase & Co | 1,046,577 | $4,562 萬 | 0.00% | +67,166+6.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,026,231 | $4,473 萬 | 0.06% | −65,692−6.0% | 減碼 |
| Norges Bank | 959,179 | $4,181 萬 | 0.01% | +77,173+8.7% | 加碼 |
| Private Management Group Inc | 882,459 | $3,847 萬 | 1.37% | +184,509+26.4% | 加碼 |
| LGT Capital Partners Ltd. | 817,000 | $3,561 萬 | 1.58% | +76,000+10.3% | 加碼 |
| Citadel Advisors LLC | 804,369 | $3,506 萬 | 0.03% | +99,832+14.2% | 加碼 |
| Invesco Ltd. | 742,934 | $3,238 萬 | 0.01% | +92,199+14.2% | 加碼 |
| Franklin Street Advisors Inc | 692,173 | $3,017 萬 | 2.13% | +342,189+97.8% | 加碼 |
| Argent Capital Management LLC | 687,653 | $2,997 萬 | 0.92% | −1,307,456−65.5% | 減碼 |
| Polaris Capital Management, LLC | 653,900 | $2,850 萬 | 1.63% | −91,100−12.2% | 減碼 |
| Citigroup Inc | 623,440 | $2,718 萬 | 0.02% | +516,761+484.4% | 加碼 |
| Rhumbline Advisers | 603,895 | $2,632 萬 | 0.02% | −1,947−0.3% | 減碼 |
| Envestnet Asset Management Inc | 557,575 | $2,430 萬 | 0.01% | +70,156+14.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 489,055 | $2,132 萬 | 0.02% | −20,483−4.0% | 減碼 |
| Principal Financial Group Inc | 485,841 | $2,118 萬 | 0.01% | +1,674+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 484,088 | $2,110 萬 | 0.05% | −9,269−1.9% | 減碼 |
| Nuveen, LLC | 477,020 | $2,079 萬 | 0.01% | +477,020 | 新進 |
| Sirios Capital Management L P | 467,464 | $2,038 萬 | 3.64% | +40,700+9.5% | 加碼 |
| Holocene Advisors, LP | 465,072 | $2,027 萬 | 0.06% | +274,263+143.7% | 加碼 |
| Deprince Race & Zollo Inc | 460,887 | $2,009 萬 | 0.42% | +58,505+14.5% | 加碼 |
| Barclays PLC | 451,348 | $1,967 萬 | 0.01% | +5,590+1.3% | 加碼 |
| Assetmark, Inc | 450,651 | $1,964 萬 | 0.05% | −3,616−0.8% | 減碼 |
| Algebris (UK) Ltd | 482,022 | $1,945 萬 | 3.54% | +228,666+90.3% | 加碼 |
| Wells Fargo & Company | 412,144 | $1,797 萬 | 0.00% | +41,952+11.3% | 加碼 |
| Assenagon Asset Management S.A. | 386,195 | $1,683 萬 | 0.03% | +148,670+62.6% | 加碼 |
| Thrivent Financial for Lutherans | 379,264 | $1,653 萬 | 0.04% | −11,866−3.0% | 減碼 |
| Alliancebernstein L.P. | 367,224 | $1,601 萬 | 0.01% | −36,135−9.0% | 減碼 |
| California Public Employees Retirement System | 337,400 | $1,471 萬 | 0.01% | −8,373−2.4% | 減碼 |
| Royal Bank of Canada | 326,222 | $1,422 萬 | 0.00% | −42,153−11.4% | 減碼 |
| DnB Asset Management AS | 323,428 | $1,410 萬 | 0.06% | +6,105+1.9% | 加碼 |
| Partners Group Holding AG | 306,496 | $1,336 萬 | 0.56% | −34,027−10.0% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 306,361 | $1,335 萬 | 2.17% | +306,361 | 新進 |
| Brown Advisory Inc | 303,805 | $1,324 萬 | 0.02% | −578,371−65.6% | 減碼 |
| Deutsche Bank AG | 302,985 | $1,321 萬 | 0.01% | −738,831−70.9% | 減碼 |
| Sargent Investment Group, LLC | 300,050 | $1,308 萬 | 2.09% | −2,335−0.8% | 減碼 |
| California State Teachers Retirement System | 297,984 | $1,299 萬 | 0.02% | +2,453+0.8% | 加碼 |
| Oppenheimer & Co Inc | 289,913 | $1,264 萬 | 0.19% | −37,956−11.6% | 減碼 |
| Great West Life Assurance Co | 271,954 | $1,187 萬 | 0.02% | +1,395+0.5% | 加碼 |
| Victory Capital Management Inc | 260,941 | $1,137 萬 | 0.01% | +185,521+246.0% | 加碼 |
| Retirement Systems of Alabama | 256,850 | $1,120 萬 | 0.04% | +253+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 254,041 | $1,107 萬 | 0.01% | −5,030−1.9% | 減碼 |
| Comerica Bank | 248,534 | $1,083 萬 | 0.05% | +48,655+24.3% | 加碼 |
| CSM Advisors, LLC | 247,855 | $1,081 萬 | 0.59% | +247,855 | 新進 |
| SG Americas Securities, LLC | 247,836 | $1,080 萬 | 0.04% | +216,244+684.5% | 加碼 |
| Corebridge Financial, Inc. | 233,146 | $1,016 萬 | 0.06% | −5,697−2.4% | 減碼 |
| Lazard Asset Management LLC | 222,237 | $968.7 萬 | 0.01% | −9,361−4.0% | 減碼 |
| Kames Capital plc | 221,411 | $964.7 萬 | 0.14% | −157,653−41.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 218,192 | $951.1 萬 | 0.07% | +218,192 | 新進 |
| Bank of Montreal | 215,148 | $937.8 萬 | 0.01% | −1,482−0.7% | 減碼 |
| MetLife Investment Management | 213,879 | $932.3 萬 | 0.05% | +94,780+79.6% | 加碼 |
| Sit Investment Associates Inc | 207,245 | $903.4 萬 | 0.21% | +13,325+6.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 192,657 | $839.8 萬 | 0.15% | +8,913+4.9% | 加碼 |
| Stifel Financial Corp | 189,982 | $828.1 萬 | 0.01% | +7,563+4.1% | 加碼 |
| National Bank of Canada | 189,791 | $827.2 萬 | 0.01% | −1,128,975−85.6% | 減碼 |
| SOL Capital Management CO | 178,485 | $778.0 萬 | 0.86% | +23,521+15.2% | 加碼 |
| Wesbanco Bank Inc | 177,891 | $775.4 萬 | 0.27% | +37,659+26.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,852 | $770.9 萬 | 0.01% | +148+0.1% | 加碼 |
| Channing Capital Management, LLC | 176,413 | $769.0 萬 | 0.23% | −39,557−18.3% | 減碼 |
| LPL Financial LLC | 173,645 | $756.9 萬 | 0.00% | +8,425+5.1% | 加碼 |
| Van Eck Associates Corp | 162,361 | $707.7 萬 | 0.01% | +69,240+74.4% | 加碼 |
| Gator Capital Management, LLC | 162,135 | $706.7 萬 | 2.70% | 00.0% | 不變 |
| New York State Common Retirement Fund | 160,895 | $701.3 萬 | 0.01% | −12,600−7.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 158,494 | $690.5 萬 | 0.03% | +300+0.2% | 加碼 |
| Price T Rowe Associates Inc | 148,302 | $646.6 萬 | 0.00% | +12,117+8.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 148,258 | $646.3 萬 | 0.01% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 142,437 | $620.9 萬 | 0.01% | +142,437 | 新進 |
| Lighthouse Investment Partners, LLC | 142,171 | $619.7 萬 | 0.28% | +142,171 | 新進 |