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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 89,929 | $392.0 萬 | 0.01% | +3,233+3.7% | 加碼 |
| Stephens Inc | 90,099 | $392.7 萬 | 0.06% | −683−0.8% | 減碼 |
| Fifth Third Bancorp | 90,480 | $394.4 萬 | 0.01% | +89,518+9,305.4% | 加碼 |
| CastleKnight Management LP | 92,500 | $403.2 萬 | 0.43% | +15,000+19.4% | 加碼 |
| Danske Bank A/S | 93,503 | $407.6 萬 | 0.01% | −5,700−5.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 94,310 | $411.1 萬 | 0.00% | +10,595+12.7% | 加碼 |
| Texas Yale Capital Corp. | 95,794 | $417.6 萬 | 0.17% | +9,905+11.5% | 加碼 |
| Amalgamated Bank | 97,212 | $423.7 萬 | 0.04% | −4,054−4.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 99,791 | $435.0 萬 | 0.01% | −5,278−5.0% | 減碼 |
| Treasurer of the State of North Carolina | 103,171 | $449.7 萬 | 0.02% | +6,900+7.2% | 加碼 |
| HSBC Holdings PLC | 106,016 | $460.6 萬 | 0.00% | +13,719+14.9% | 加碼 |
| Compagnie Lombard Odier SCmA | 107,005 | $466.4 萬 | 0.06% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 108,614 | $473.4 萬 | 0.05% | −2,861−2.6% | 減碼 |
| City of London Investment Management Co Ltd | 108,837 | $474.4 萬 | 0.51% | −16,407−13.1% | 減碼 |
| TD Asset Management Inc | 109,243 | $476.2 萬 | 0.00% | −1,754−1.6% | 減碼 |
| Royal London Asset Management Ltd | 110,975 | $483.7 萬 | 0.01% | +10,832+10.8% | 加碼 |
| Pictet Asset Management Holding SA | 115,191 | $502.1 萬 | 0.01% | +5,141+4.7% | 加碼 |
| Meketa Investment Group Inc | 123,854 | $539.9 萬 | 7.27% | +76,507+161.6% | 加碼 |
| Andra AP-fonden | 125,217 | $545.8 萬 | 0.09% | +51,417+69.7% | 加碼 |
| Winslow Asset Management Inc | 130,049 | $566.9 萬 | 1.25% | −3,972−3.0% | 減碼 |
| Susquehanna International Group, LLP | 130,820 | $570.2 萬 | 0.01% | +105,919+425.4% | 加碼 |
| State of Wisconsin Investment Board | 131,612 | $573.7 萬 | 0.01% | +5,252+4.2% | 加碼 |
| APG Asset Management N.V. | 142,200 | $573.8 萬 | 0.02% | −400−0.3% | 減碼 |
| Great Lakes Advisors, LLC | 132,108 | $575.9 萬 | 0.05% | +132,108 | 新進 |
| Natixis Advisors, L.P. | 139,983 | $610.2 萬 | 0.01% | +86,105+159.8% | 加碼 |
| Standard Life Aberdeen plc | 140,042 | $610.4 萬 | 0.01% | +79,950+133.0% | 加碼 |
| Korea Investment CORP | 142,166 | $619.7 萬 | 0.02% | −23,494−14.2% | 減碼 |
| Lighthouse Investment Partners, LLC | 142,171 | $619.7 萬 | 0.28% | +142,171 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 142,437 | $620.9 萬 | 0.01% | +142,437 | 新進 |
| State Board of Administration of Florida Retirement System | 148,258 | $646.3 萬 | 0.01% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 148,302 | $646.6 萬 | 0.00% | +12,117+8.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 158,494 | $690.5 萬 | 0.03% | +300+0.2% | 加碼 |
| New York State Common Retirement Fund | 160,895 | $701.3 萬 | 0.01% | −12,600−7.3% | 減碼 |
| Gator Capital Management, LLC | 162,135 | $706.7 萬 | 2.70% | 00.0% | 不變 |
| Van Eck Associates Corp | 162,361 | $707.7 萬 | 0.01% | +69,240+74.4% | 加碼 |
| LPL Financial LLC | 173,645 | $756.9 萬 | 0.00% | +8,425+5.1% | 加碼 |
| Channing Capital Management, LLC | 176,413 | $769.0 萬 | 0.23% | −39,557−18.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,852 | $770.9 萬 | 0.01% | +148+0.1% | 加碼 |
| Wesbanco Bank Inc | 177,891 | $775.4 萬 | 0.27% | +37,659+26.9% | 加碼 |
| SOL Capital Management CO | 178,485 | $778.0 萬 | 0.86% | +23,521+15.2% | 加碼 |
| National Bank of Canada | 189,791 | $827.2 萬 | 0.01% | −1,128,975−85.6% | 減碼 |
| Stifel Financial Corp | 189,982 | $828.1 萬 | 0.01% | +7,563+4.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 192,657 | $839.8 萬 | 0.15% | +8,913+4.9% | 加碼 |
| Sit Investment Associates Inc | 207,245 | $903.4 萬 | 0.21% | +13,325+6.9% | 加碼 |
| MetLife Investment Management | 213,879 | $932.3 萬 | 0.05% | +94,780+79.6% | 加碼 |
| Bank of Montreal | 215,148 | $937.8 萬 | 0.01% | −1,482−0.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 218,192 | $951.1 萬 | 0.07% | +218,192 | 新進 |
| Kames Capital plc | 221,411 | $964.7 萬 | 0.14% | −157,653−41.6% | 減碼 |
| Lazard Asset Management LLC | 222,237 | $968.7 萬 | 0.01% | −9,361−4.0% | 減碼 |
| Corebridge Financial, Inc. | 233,146 | $1,016 萬 | 0.06% | −5,697−2.4% | 減碼 |
| SG Americas Securities, LLC | 247,836 | $1,080 萬 | 0.04% | +216,244+684.5% | 加碼 |
| CSM Advisors, LLC | 247,855 | $1,081 萬 | 0.59% | +247,855 | 新進 |
| Comerica Bank | 248,534 | $1,083 萬 | 0.05% | +48,655+24.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 254,041 | $1,107 萬 | 0.01% | −5,030−1.9% | 減碼 |
| Retirement Systems of Alabama | 256,850 | $1,120 萬 | 0.04% | +253+0.1% | 加碼 |
| Victory Capital Management Inc | 260,941 | $1,137 萬 | 0.01% | +185,521+246.0% | 加碼 |
| Great West Life Assurance Co | 271,954 | $1,187 萬 | 0.02% | +1,395+0.5% | 加碼 |
| Oppenheimer & Co Inc | 289,913 | $1,264 萬 | 0.19% | −37,956−11.6% | 減碼 |
| California State Teachers Retirement System | 297,984 | $1,299 萬 | 0.02% | +2,453+0.8% | 加碼 |
| Sargent Investment Group, LLC | 300,050 | $1,308 萬 | 2.09% | −2,335−0.8% | 減碼 |
| Deutsche Bank AG | 302,985 | $1,321 萬 | 0.01% | −738,831−70.9% | 減碼 |
| Brown Advisory Inc | 303,805 | $1,324 萬 | 0.02% | −578,371−65.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 306,361 | $1,335 萬 | 2.17% | +306,361 | 新進 |
| Partners Group Holding AG | 306,496 | $1,336 萬 | 0.56% | −34,027−10.0% | 減碼 |
| DnB Asset Management AS | 323,428 | $1,410 萬 | 0.06% | +6,105+1.9% | 加碼 |
| Royal Bank of Canada | 326,222 | $1,422 萬 | 0.00% | −42,153−11.4% | 減碼 |
| California Public Employees Retirement System | 337,400 | $1,471 萬 | 0.01% | −8,373−2.4% | 減碼 |
| Alliancebernstein L.P. | 367,224 | $1,601 萬 | 0.01% | −36,135−9.0% | 減碼 |
| Thrivent Financial for Lutherans | 379,264 | $1,653 萬 | 0.04% | −11,866−3.0% | 減碼 |
| Assenagon Asset Management S.A. | 386,195 | $1,683 萬 | 0.03% | +148,670+62.6% | 加碼 |
| Wells Fargo & Company | 412,144 | $1,797 萬 | 0.00% | +41,952+11.3% | 加碼 |
| Algebris (UK) Ltd | 482,022 | $1,945 萬 | 3.54% | +228,666+90.3% | 加碼 |
| Assetmark, Inc | 450,651 | $1,964 萬 | 0.05% | −3,616−0.8% | 減碼 |
| Barclays PLC | 451,348 | $1,967 萬 | 0.01% | +5,590+1.3% | 加碼 |
| Deprince Race & Zollo Inc | 460,887 | $2,009 萬 | 0.42% | +58,505+14.5% | 加碼 |
| Holocene Advisors, LP | 465,072 | $2,027 萬 | 0.06% | +274,263+143.7% | 加碼 |
| Sirios Capital Management L P | 467,464 | $2,038 萬 | 3.64% | +40,700+9.5% | 加碼 |
| Nuveen, LLC | 477,020 | $2,079 萬 | 0.01% | +477,020 | 新進 |
| Rockefeller Capital Management L.P. | 484,088 | $2,110 萬 | 0.05% | −9,269−1.9% | 減碼 |
| Principal Financial Group Inc | 485,841 | $2,118 萬 | 0.01% | +1,674+0.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 489,055 | $2,132 萬 | 0.02% | −20,483−4.0% | 減碼 |
| Envestnet Asset Management Inc | 557,575 | $2,430 萬 | 0.01% | +70,156+14.4% | 加碼 |
| Rhumbline Advisers | 603,895 | $2,632 萬 | 0.02% | −1,947−0.3% | 減碼 |
| Citigroup Inc | 623,440 | $2,718 萬 | 0.02% | +516,761+484.4% | 加碼 |
| Polaris Capital Management, LLC | 653,900 | $2,850 萬 | 1.63% | −91,100−12.2% | 減碼 |
| Argent Capital Management LLC | 687,653 | $2,997 萬 | 0.92% | −1,307,456−65.5% | 減碼 |
| Franklin Street Advisors Inc | 692,173 | $3,017 萬 | 2.13% | +342,189+97.8% | 加碼 |
| Invesco Ltd. | 742,934 | $3,238 萬 | 0.01% | +92,199+14.2% | 加碼 |
| Citadel Advisors LLC | 804,369 | $3,506 萬 | 0.03% | +99,832+14.2% | 加碼 |
| LGT Capital Partners Ltd. | 817,000 | $3,561 萬 | 1.58% | +76,000+10.3% | 加碼 |
| Private Management Group Inc | 882,459 | $3,847 萬 | 1.37% | +184,509+26.4% | 加碼 |
| Norges Bank | 959,179 | $4,181 萬 | 0.01% | +77,173+8.7% | 加碼 |
| Russell Investments Group, Ltd. | 1,026,231 | $4,473 萬 | 0.06% | −65,692−6.0% | 減碼 |
| JPMorgan Chase & Co | 1,046,577 | $4,562 萬 | 0.00% | +67,166+6.9% | 加碼 |
| Goldman Sachs Group Inc | 1,144,974 | $4,991 萬 | 0.01% | +332,533+40.9% | 加碼 |
| Amundi | 1,444,156 | $5,590 萬 | 0.02% | −920,075−38.9% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $5,784 萬 | 0.51% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,427,171 | $6,221 萬 | 0.01% | +20,970+1.5% | 加碼 |
| Raymond James Financial Inc | 1,491,522 | $6,502 萬 | 0.02% | −167,891−10.1% | 減碼 |
| Davis Asset Management, L.P. | 1,500,000 | $6,539 萬 | 2.72% | 00.0% | 不變 |