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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 8,453 | $36.8 萬 | 0.01% | +394+4.9% | 加碼 |
| Stonegate Investment Group, LLC | 8,511 | $37.1 萬 | 0.01% | +2,511+41.9% | 加碼 |
| Hamilton Capital Partners Inc. | 8,537 | $37.2 萬 | 0.02% | −245−2.8% | 減碼 |
| E&G Advisors, LP | 8,600 | $37.5 萬 | 0.11% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,791 | $38.3 萬 | 0.00% | −28,097−76.2% | 減碼 |
| ProShare Advisors LLC | 8,992 | $39.2 萬 | 0.00% | −886−9.0% | 減碼 |
| Fiduciary Group LLC | 9,000 | $39.2 萬 | 0.04% | +200+2.3% | 加碼 |
| Stamos Capital Partners, L.P. | 9,089 | $39.6 萬 | 0.10% | +9,089 | 新進 |
| Axq Capital, LP | 9,417 | $41.0 萬 | 0.16% | +9,417 | 新進 |
| 1832 Asset Management L.P. | 9,705 | $42.3 萬 | 0.00% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 9,785 | $42.7 萬 | 0.09% | +215+2.2% | 加碼 |
| Verition Fund Management LLC | 9,796 | $42.7 萬 | 0.00% | −10−0.1% | 減碼 |
| Daymark Wealth Partners, LLC | 10,014 | $43.7 萬 | 0.02% | +5,172+106.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,022 | $43.7 萬 | 0.00% | +2,042+25.6% | 加碼 |
| TD Private Client Wealth LLC | 10,069 | $43.9 萬 | 0.01% | +9,623+2,157.6% | 加碼 |
| Greenwood Capital Associates LLC | 10,223 | $44.6 萬 | 0.06% | +10,223 | 新進 |
| Maryland State Retirement & Pension System | 10,232 | $44.6 萬 | 0.01% | −2,284−18.2% | 減碼 |
| AXA S.A. | 10,443 | $45.5 萬 | 0.00% | −275−2.6% | 減碼 |
| Sterneck Capital Management, LLC | 10,469 | $45.6 萬 | 0.25% | +4,000+61.8% | 加碼 |
| Tritonpoint Wealth, LLC | 10,510 | $45.8 萬 | 0.04% | −670−6.0% | 減碼 |
| CIBC World Markets Corp | 10,579 | $46.1 萬 | 0.00% | +96+0.9% | 加碼 |
| Fort Sheridan Advisors LLC | 10,800 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 10,804 | $47.1 萬 | 0.02% | +2,651+32.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,929 | $47.6 萬 | 0.00% | +5,611+105.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,956 | $47.8 萬 | 0.01% | +5,517+101.4% | 加碼 |
| Catalyst Capital Advisors LLC | 11,000 | $47.9 萬 | 0.01% | +5,000+83.3% | 加碼 |
| McGowan Group Asset Management, Inc. | 11,163 | $48.7 萬 | 0.06% | +15+0.1% | 加碼 |
| Carret Asset Management, LLC | 11,190 | $48.8 萬 | 0.06% | −100−0.9% | 減碼 |
| Intech Investment Management LLC | 11,229 | $48.9 萬 | 0.01% | −1,589−12.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 11,303 | $49.3 萬 | 0.25% | +1,044+10.2% | 加碼 |
| Park Avenue Securities LLC | 11,303 | $49.3 萬 | 0.01% | +3,015+36.4% | 加碼 |
| Verdence Capital Advisors LLC | 11,461 | $50.0 萬 | 0.04% | +3,625+46.3% | 加碼 |
| 44 Wealth Management LLC | 11,520 | $50.2 萬 | 0.19% | +11,520 | 新進 |
| Tower Research Capital LLC (TRC) | 11,531 | $50.3 萬 | 0.01% | −1,574−12.0% | 減碼 |
| Macquarie Group Ltd | 11,544 | $50.3 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 11,678 | $50.9 萬 | 0.00% | +3,262+38.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 11,678 | $50.9 萬 | 0.00% | +3,262+38.8% | 加碼 |
| TBH Global Asset Management, LLC | 11,773 | $51.3 萬 | 0.10% | 00.0% | 不變 |
| North Star Investment Management Corp. | 11,862 | $51.7 萬 | 0.04% | −1,131−8.7% | 減碼 |
| Davenport & Co LLC | 11,973 | $52.2 萬 | 0.00% | +2,607+27.8% | 加碼 |
| HB Wealth Management, LLC | 12,037 | $52.5 萬 | 0.00% | +657+5.8% | 加碼 |
| Stiles Financial Services Inc | 12,126 | $52.9 萬 | 0.20% | +45+0.4% | 加碼 |
| Guinness Asset Management LTD | 12,129 | $52.9 萬 | 0.01% | −1,590−11.6% | 減碼 |
| Sterling Capital Management LLC | 12,172 | $53.1 萬 | 0.01% | −804−6.2% | 減碼 |
| Promethium Advisors,llc | 12,565 | $54.8 萬 | 0.35% | −350−2.7% | 減碼 |
| National Asset Management, Inc. | 12,754 | $55.6 萬 | 0.02% | +422+3.4% | 加碼 |
| Janus Henderson Group PLC | 12,994 | $56.0 萬 | 0.00% | −2,400−15.6% | 減碼 |
| Segall Bryant & Hamill, LLC | 13,000 | $56.7 萬 | 0.01% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 13,004 | $56.7 萬 | 0.02% | +676+5.5% | 加碼 |
| Stablepoint Partners, LLC | 13,177 | $57.4 萬 | 0.10% | −200−1.5% | 減碼 |
| ASR Vermogensbeheer N.V. | 13,225 | $57.6 萬 | 0.01% | +13,225 | 新進 |
| Pacer Advisors, Inc. | 13,314 | $58.0 萬 | 0.00% | −29,115−68.6% | 減碼 |
| United Services Automobile Association | 13,744 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 14,025 | $61.1 萬 | 0.00% | +6,991+99.4% | 加碼 |
| First Manhattan Co | 14,075 | $61.4 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 14,087 | $61.4 萬 | 0.00% | +613+4.5% | 加碼 |
| HRT Financial LP | 14,598 | $63.6 萬 | 0.00% | +14,598 | 新進 |
| Sym Financial Corp | 15,006 | $65.4 萬 | 0.08% | −2,826−15.8% | 減碼 |
| Garrison Bradford & Associates Inc | 15,093 | $65.8 萬 | 0.72% | +13+0.1% | 加碼 |
| Creative Planning | 15,160 | $66.1 萬 | 0.00% | +1,820+13.6% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $68.5 萬 | 0.05% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 15,756 | $68.7 萬 | 0.05% | −232−1.5% | 減碼 |
| Securian Asset Management, Inc | 15,953 | $69.5 萬 | 0.02% | 00.0% | 不變 |
| Synovus Financial Corp | 16,136 | $70.3 萬 | 0.01% | +515+3.3% | 加碼 |
| Avanza Fonder AB | 15,407 | $71.3 萬 | 0.02% | −982−6.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 16,539 | $72.0 萬 | 0.04% | +1,442+9.6% | 加碼 |
| Benjamin Edwards Inc | 16,696 | $72.8 萬 | 0.01% | −6,376−27.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,848 | $73.4 萬 | 0.03% | +5,560+49.3% | 加碼 |
| Nordea Investment Management AB | 17,390 | $73.8 萬 | 0.00% | −1,660−8.7% | 減碼 |
| U S Global Investors Inc | 17,000 | $74.1 萬 | 0.10% | +17,000 | 新進 |
| Tredje AP-fonden | 17,018 | $74.2 萬 | 0.01% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 16,880 | $74.6 萬 | 0.01% | −741−4.2% | 減碼 |
| O'Rourke & Company, Inc | 17,186 | $74.9 萬 | 0.37% | −804−4.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,248 | $75.1 萬 | 0.03% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 17,424 | $76.0 萬 | 0.01% | −668−3.7% | 減碼 |
| Schroder Investment Management Group | 17,757 | $76.6 萬 | 0.00% | −5,370−23.2% | 減碼 |
| Pinebridge Investments, L.P. | 18,040 | $78.6 萬 | 0.01% | −42,727−70.3% | 減碼 |
| Intrepid Capital Management Inc | 18,192 | $79.3 萬 | 0.39% | +2,457+15.6% | 加碼 |
| Arkadios Wealth Advisors | 18,198 | $79.3 萬 | 0.03% | −1,948−9.7% | 減碼 |
| Carson Advisory Inc. | 18,426 | $80.3 萬 | 0.54% | +3,400+22.6% | 加碼 |
| Staley Capital Advisers Inc | 18,650 | $81.3 萬 | 0.04% | +18,650 | 新進 |
| Daiwa Securities Group Inc. | 18,673 | $81.4 萬 | 0.00% | +800+4.5% | 加碼 |
| US Bancorp | 18,736 | $81.7 萬 | 0.00% | −58,966−75.9% | 減碼 |
| Storebrand Asset Management AS | 18,798 | $81.9 萬 | 0.00% | +9,399+100.0% | 加碼 |
| SMH Capital Advisors Inc | 19,426 | $84.7 萬 | 1.97% | +4,322+28.6% | 加碼 |
| Mercer Global Advisors Inc | 19,458 | $84.8 萬 | 0.00% | +2,152+12.4% | 加碼 |
| Impact Partnership Wealth, LLC | 19,775 | $86.2 萬 | 0.18% | +8,100+69.4% | 加碼 |
| Federated Hermes, Inc. | 19,983 | $87.1 萬 | 0.00% | +2,303+13.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $87.6 萬 | 0.00% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 20,148 | $87.8 萬 | 0.02% | +887+4.6% | 加碼 |
| Zhang Financial LLC | 20,332 | $88.6 萬 | 0.05% | +6,499+47.0% | 加碼 |
| JustInvest LLC | 20,530 | $89.5 萬 | 0.01% | −1,008−4.7% | 減碼 |
| Kestra Advisory Services, LLC | 20,728 | $90.4 萬 | 0.00% | −36,138−63.5% | 減碼 |
| QRG Capital Management, Inc. | 20,829 | $90.8 萬 | 0.01% | −1,530−6.8% | 減碼 |
| Blair William & Co | 21,453 | $93.5 萬 | 0.00% | −4,427−17.1% | 減碼 |
| Prudential Financial Inc | 19,466 | $97.0 萬 | 0.00% | +3,530+22.2% | 加碼 |
| Swiss Life Asset Management Ltd | 22,491 | $98.0 萬 | 0.01% | +7,468+49.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,567 | $101.8 萬 | 0.01% | +3,726+18.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 23,707 | $103.3 萬 | 0.02% | +6,343+36.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 23,820 | $103.8 萬 | 0.00% | −291−1.2% | 減碼 |