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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 季與 2024 年第 4 季比較

持有 Carlyle Group Inc. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

CG 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數56510527−28
股數2.16 億65.2 萬2.26 億+1,118 萬 (+5.2%)
市值$108.9 億$3,294 萬$98.5 億−$10.1 億 (−9.3%)

10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（55 家）

2025 年第 1 季季末持有 Carlyle Group Inc.、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 CG 的機構
機構股數市值佔組合 %
Nuveen, LLC477,020$2,079 萬0.01%
Allen Mooney & Barnes Investment Advisors LLC306,361$1,335 萬2.17%
CSM Advisors, LLC247,855$1,081 萬0.59%
Brandywine Global Investment Management, LLC218,192$951.1 萬0.07%
Universal- Beteiligungs- und Servicegesellschaft mbH142,437$620.9 萬0.01%
Lighthouse Investment Partners, LLC142,171$619.7 萬0.28%
Great Lakes Advisors, LLC132,108$575.9 萬0.05%
Teacher Retirement System of Texas33,981$148.1 萬0.01%
Dark Forest Capital Management LP32,188$140.3 萬0.06%
STRS Ohio28,980$126.3 萬0.01%
OP Asset Management Ltd25,738$112.2 萬0.02%
Staley Capital Advisers Inc18,650$81.3 萬0.04%
U S Global Investors Inc17,000$74.1 萬0.10%
HRT Financial LP14,598$63.6 萬0.00%
ASR Vermogensbeheer N.V.13,225$57.6 萬0.01%
44 Wealth Management LLC11,520$50.2 萬0.19%
Greenwood Capital Associates LLC10,223$44.6 萬0.06%
Axq Capital, LP9,417$41.0 萬0.16%
Stamos Capital Partners, L.P.9,089$39.6 萬0.10%
TownSquare Capital, LLC8,357$36.4 萬0.00%
Sowell Financial Services LLC7,628$33.3 萬0.02%
CenterStar Asset Management, LLC6,843$29.8 萬0.43%
Rakuten Investment Management, Inc.6,415$27.7 萬0.00%
Blue Rock Wealth Management LLC6,000$26.2 萬0.22%
Prentice Wealth Management LLC5,820$25.4 萬0.07%
Warren Averett Asset Management, LLC5,171$22.5 萬0.00%
Teza Capital Management LLC4,620$20.1 萬0.09%
Old Point Trust & Financial Services N A3,000$13.1 萬0.05%
North Capital, Inc.2,843$12.4 萬0.12%
Stelac Advisory Services LLC2,578$11.2 萬0.05%
Siemens Fonds Invest GmbH2,514$11.0 萬0.01%
Coldstream Capital Management Inc2,308$10.1 萬0.00%
Optimum Investment Advisors2,200$9.59 萬0.05%
SRS Capital Advisors, Inc.600$2.62 萬0.00%
Rise Advisors, LLC439$1.91 萬0.01%
Wayfinding Financial, LLC342$1.40 萬0.01%
Proathlete Wealth Management LLC297$1.29 萬0.00%
Kestra Investment Management, LLC290$1.26 萬0.00%
Binnacle Investments Inc204$8,8920.01%
Marshall & Sterling Wealth Advisors Inc.117$5,1000.00%
Vision Financial Markets LLC101$4,3900.00%
Saudi Central Bank91$3,9670.02%
Beacon Capital Management, LLC91$3,9670.00%
Hantz Financial Services, Inc.64$3,0000.00%
South State Corp.66$2,8770.00%
S&T Bank63$2,7460.00%
Hughes Financial Services, LLC48$2,1250.00%
Rialto Wealth Management, LLC46$2,0060.00%
Boston Private Wealth LLC30$1,3080.00%
Tobam24$1,0000.00%
Cromwell Holdings LLC18$7850.00%
True Wealth Design, LLC10$4360.00%
HFM Investment Advisors, LLC8$3490.00%
Bay Harbor Wealth Management, LLC5$2170.00%
GPS Wealth Strategies Group, LLC1$440.00%

清倉機構（83 家）

2024 年第 4 季季末持有 Carlyle Group Inc.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 CG 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Balyasny Asset Management LLC1,579,178$7,973 萬
Prana Capital Management, LP467,057$2,358 萬
Soros Fund Management LLC大師索羅斯基金管理459,585$2,320 萬
Walleye Capital LLC383,266$1,935 萬
Jefferies Financial Group Inc.270,612$1,366 萬
Azora Capital LP262,789$1,327 萬
Cinctive Capital Management LP191,405$966.4 萬
Summit Global Investments141,856$716.2 萬
Trexquant Investment LP123,036$621.2 萬
PEAK6 LLC114,944$580.4 萬
Adage Capital Partners GP, L.L.C.89,600$452.4 萬
Aquatic Capital Management LLC75,569$381.5 萬
ExodusPoint Capital Management, LP47,372$239.2 萬
Absolute Gestao de Investimentos Ltda.44,102$222.7 萬
Herbst Group, LLC41,475$209.4 萬
Quantbot Technologies LP41,032$207.2 萬
Pacific Capital Partners Ltd32,074$161.9 萬
Dynamic Technology Lab Private Ltd31,395$158.5 萬
Aster Capital Management (DIFC) Ltd30,687$154.9 萬
Nomura Holdings Inc28,002$141.4 萬
Riverwater Partners LLC22,706$114.6 萬
AMG National Trust Bank20,911$105.6 萬
EntryPoint Capital, LLC19,059$96.2 萬
Jain Global LLC15,975$80.7 萬
Bridgewater Associates, LP14,308$72.2 萬
Capital Management Associates13,659$69.0 萬
Meiji Yasuda Life Insurance Co13,600$68.7 萬
Illinois Municipal Retirement Fund13,317$67.2 萬
Machina Capital S.A.S.13,295$67.1 萬
FFT Wealth Management LLC12,887$65.1 萬
Landscape Capital Management, L.L.C.12,411$62.7 萬
Edgestream Partners, L.P.11,568$58.4 萬
Marshall Wace, LLP10,062$50.8 萬
Belpointe Asset Management LLC12,230$49.1 萬
Fortis Capital Advisors, LLC12,230$49.1 萬
Oak Thistle LLC7,361$37.2 萬
Concurrent Investment Advisors, LLC7,015$35.4 萬
Allstate Corp6,691$33.8 萬
Enterprise Financial Services Corp6,677$33.7 萬
Jane Street Group, LLC6,640$33.5 萬
Fieldview Capital Management, LLC6,321$31.9 萬
Covenant Partners, LLC6,129$30.9 萬
Cresset Asset Management, LLC5,671$28.6 萬
American Trust5,320$26.9 萬
Toroso Investments, LLC5,219$26.4 萬
Cutter & CO Brokerage, Inc.5,117$25.8 萬
YHB Investment Advisors, Inc.5,065$25.6 萬
Slow Capital, Inc.5,041$25.5 萬
Carnegie Lake Advisors LLC5,015$25.3 萬
Farringdon Capital, Ltd.4,827$24.4 萬
Rafferty Asset Management, LLC4,820$24.3 萬
Investment Partners Asset Management, Inc.4,696$23.7 萬
Mirador Capital Partners LP4,648$23.5 萬
Tranquility Partners, LLC4,628$23.4 萬
Herold Advisors, Inc.4,500$22.7 萬
Allspring Global Investments Holdings, LLC4,428$22.5 萬
Cornerstone Select Advisors, LLC4,415$22.3 萬
UniSuper Management Pty Ltd4,400$22.2 萬
Trust Point Inc.4,274$21.6 萬
Pictet & Cie (Europe) SA4,250$21.5 萬
Breed's Hill Capital LLC4,000$20.2 萬
Harvest Fund Management Co., Ltd3,984$20.1 萬
Optiver Holding B.V.2,935$14.8 萬
Concord Wealth Partners2,000$10.1 萬
R Squared Ltd1,780$8.99 萬
Quarry LP1,408$7.11 萬
Proequities, Inc.1,227$6.95 萬
Washington Trust Co1,000$5.05 萬
Oarsman Capital, Inc.916$4.62 萬
LRI Investments, LLC633$3.20 萬
Castleview Partners, LLC432$2.19 萬
Caitong International Asset Management Co., Ltd375$1.89 萬
Evermay Wealth Management LLC248$1.25 萬
Annis Gardner Whiting Capital Advisors, LLC177$8,937
Beaird Harris Wealth Management, LLC131$6,615
Modus Advisors, LLC108$5,453
Decker Retirement Planning Inc.56$2,827
Raleigh Capital Management Inc.55$2,777
Nemes Rush Group LLC48$2,424
Continuum Advisory, LLC32$1,616
GeoWealth Management, LLC21$1,060
New Millennium Group LLC7$353
Kohmann Bosshard Financial Services, LLC6$303

尚未申報 2025 年第 1 季的機構（10 家）

2024 年第 4 季季末持有 Carlyle Group Inc.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 CG、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC483,102$2,439 萬
Mesirow Institutional Investment Management, Inc.81,771$412.9 萬
Phase 2 Partners, LLC63,887$322.6 萬
Swedbank AB15,826$79.9 萬
Lake Street Advisors Group, LLC6,112$30.9 萬
Global Retirement Partners, LLC900$4.54 萬
WR Wealth Planners, LLC705$3.56 萬
Sugarloaf Wealth Management, LLC79$3,989
Oliver Lagore Vanvalin Investment Group65$3,290
Cassady Schiller Wealth Management, LLC28$1,414