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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 11,163 | $48.7 萬 | 0.06% | +15+0.1% | 加碼 |
| Catalyst Capital Advisors LLC | 11,000 | $47.9 萬 | 0.01% | +5,000+83.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,956 | $47.8 萬 | 0.01% | +5,517+101.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,929 | $47.6 萬 | 0.00% | +5,611+105.5% | 加碼 |
| Moors & Cabot, Inc. | 10,804 | $47.1 萬 | 0.02% | +2,651+32.5% | 加碼 |
| Fort Sheridan Advisors LLC | 10,800 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| CIBC World Markets Corp | 10,579 | $46.1 萬 | 0.00% | +96+0.9% | 加碼 |
| Tritonpoint Wealth, LLC | 10,510 | $45.8 萬 | 0.04% | −670−6.0% | 減碼 |
| Sterneck Capital Management, LLC | 10,469 | $45.6 萬 | 0.25% | +4,000+61.8% | 加碼 |
| AXA S.A. | 10,443 | $45.5 萬 | 0.00% | −275−2.6% | 減碼 |
| Maryland State Retirement & Pension System | 10,232 | $44.6 萬 | 0.01% | −2,284−18.2% | 減碼 |
| Greenwood Capital Associates LLC | 10,223 | $44.6 萬 | 0.06% | +10,223 | 新進 |
| TD Private Client Wealth LLC | 10,069 | $43.9 萬 | 0.01% | +9,623+2,157.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,022 | $43.7 萬 | 0.00% | +2,042+25.6% | 加碼 |
| Daymark Wealth Partners, LLC | 10,014 | $43.7 萬 | 0.02% | +5,172+106.8% | 加碼 |
| Verition Fund Management LLC | 9,796 | $42.7 萬 | 0.00% | −10−0.1% | 減碼 |
| Bearing Point Capital, LLC | 9,785 | $42.7 萬 | 0.09% | +215+2.2% | 加碼 |
| 1832 Asset Management L.P. | 9,705 | $42.3 萬 | 0.00% | 00.0% | 不變 |
| Axq Capital, LP | 9,417 | $41.0 萬 | 0.16% | +9,417 | 新進 |
| Stamos Capital Partners, L.P. | 9,089 | $39.6 萬 | 0.10% | +9,089 | 新進 |
| Fiduciary Group LLC | 9,000 | $39.2 萬 | 0.04% | +200+2.3% | 加碼 |
| ProShare Advisors LLC | 8,992 | $39.2 萬 | 0.00% | −886−9.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,791 | $38.3 萬 | 0.00% | −28,097−76.2% | 減碼 |
| E&G Advisors, LP | 8,600 | $37.5 萬 | 0.11% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 8,537 | $37.2 萬 | 0.02% | −245−2.8% | 減碼 |
| Stonegate Investment Group, LLC | 8,511 | $37.1 萬 | 0.01% | +2,511+41.9% | 加碼 |
| NewEdge Wealth, LLC | 8,453 | $36.8 萬 | 0.01% | +394+4.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,447 | $36.8 萬 | 0.01% | −657−7.2% | 減碼 |
| TownSquare Capital, LLC | 8,357 | $36.4 萬 | 0.00% | +8,357 | 新進 |
| Segment Wealth Management, LLC | 8,200 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| PFG Investments, LLC | 8,059 | $35.1 萬 | 0.02% | −212−2.6% | 減碼 |
| Principle Wealth Partners LLC | 8,031 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 7,989 | $34.8 萬 | 0.00% | −1,839−18.7% | 減碼 |
| Kovack Advisors, Inc. | 7,955 | $34.7 萬 | 0.04% | −29−0.4% | 減碼 |
| Aviva PLC | 7,947 | $34.6 萬 | 0.00% | −9,461−54.3% | 減碼 |
| DMG Group, LLC | 7,815 | $34.1 萬 | 0.28% | +883+12.7% | 加碼 |
| Shelton Capital Management | 7,745 | $33.8 萬 | 0.01% | −191−2.4% | 減碼 |
| Everence Capital Management Inc | 7,720 | $33.7 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 7,628 | $33.3 萬 | 0.02% | +7,628 | 新進 |
| Triangle Securities Wealth Management | 7,615 | $33.2 萬 | 0.09% | 00.0% | 不變 |
| EdgeRock Capital LLC | 7,526 | $32.8 萬 | 0.23% | +20+0.3% | 加碼 |
| ISAM Funds (UK) Ltd | 7,515 | $32.8 萬 | 0.16% | −4,250−36.1% | 減碼 |
| CWM, LLC | 7,429 | $32.4 萬 | 0.00% | +3,166+74.3% | 加碼 |
| Triad Wealth Partners, LLC | 7,426 | $32.4 萬 | 0.10% | −839−10.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,410 | $32.3 萬 | 0.00% | −3,545−32.4% | 減碼 |
| Forum Financial Management, LP | 7,384 | $32.2 萬 | 0.01% | +844+12.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,194 | $31.4 萬 | 0.00% | −5,398−42.9% | 減碼 |
| BFSG, LLC | 7,130 | $31.1 萬 | 0.04% | +818+13.0% | 加碼 |
| Glenview Trust Co | 7,109 | $31.0 萬 | 0.01% | −1,282−15.3% | 減碼 |
| Keebeck Wealth Management, LLC | 7,057 | $30.8 萬 | 0.05% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 7,029 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 6,918 | $30.2 萬 | 0.00% | −3,661−34.6% | 減碼 |
| Fayez Sarofim & Co | 6,849 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | 6,843 | $29.8 萬 | 0.43% | +6,843 | 新進 |
| Everhart Financial Group, Inc. | 6,832 | $29.8 萬 | 0.04% | −137−2.0% | 減碼 |
| Investment Management Corp of Ontario | 6,609 | $28.8 萬 | 0.01% | +200+3.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,588 | $28.7 萬 | 0.01% | +25+0.4% | 加碼 |
| Advisor OS, LLC | 6,552 | $28.6 萬 | 0.03% | +1,033+18.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $27.7 萬 | 0.00% | +215+3.5% | 加碼 |
| Rakuten Investment Management, Inc. | 6,415 | $27.7 萬 | 0.00% | +6,415 | 新進 |
| Vident Advisory, LLC | 6,345 | $27.7 萬 | 0.00% | +1,387+28.0% | 加碼 |
| GAMMA Investing LLC | 6,264 | $27.3 萬 | 0.02% | +801+14.7% | 加碼 |
| Visionary Wealth Advisors | 6,256 | $27.3 萬 | 0.02% | −897−12.5% | 減碼 |
| Spirit of America Management Corp | 6,050 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 6,000 | $26.2 萬 | 0.22% | +6,000 | 新進 |
| Pictet North America Advisors SA | 5,950 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 5,820 | $25.4 萬 | 0.07% | +5,820 | 新進 |
| Private Advisor Group, LLC | 5,783 | $25.2 萬 | 0.00% | +20.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,700 | $24.8 萬 | 0.09% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 5,666 | $24.7 萬 | 0.02% | +45+0.8% | 加碼 |
| Integrated Wealth Concepts LLC | 5,573 | $24.3 萬 | 0.00% | +18+0.3% | 加碼 |
| RSM US Wealth Management LLC | 5,540 | $24.1 萬 | 0.00% | −309−5.3% | 減碼 |
| Colony Group, LLC | 5,434 | $23.7 萬 | 0.00% | +1,169+27.4% | 加碼 |
| Spire Wealth Management | 5,365 | $23.4 萬 | 0.01% | +428+8.7% | 加碼 |
| MJP Associates Inc | 5,290 | $23.1 萬 | 0.04% | +917+21.0% | 加碼 |
| Cary Street Partners Financial LLC | 5,263 | $22.9 萬 | 0.01% | −111−2.1% | 減碼 |
| Fort Point Capital Partners LLC | 5,225 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Wellington Management Group LLP | 5,224 | $22.8 萬 | 0.00% | −3,440−39.7% | 減碼 |
| M&T Bank Corp | 5,185 | $22.6 萬 | 0.00% | −918−15.0% | 減碼 |
| Warren Averett Asset Management, LLC | 5,171 | $22.5 萬 | 0.00% | +5,171 | 新進 |
| Credit Agricole S A | 5,171 | $22.5 萬 | 0.00% | −2,169−29.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 5,147 | $22.4 萬 | 0.01% | +314+6.5% | 加碼 |
| Regatta Capital Group, LLC | 5,144 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,123 | $22.3 萬 | 0.01% | −10.0% | 減碼 |
| KRS Capital Management, LLC | 5,120 | $22.3 萬 | 0.18% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,072 | $21.9 萬 | 0.00% | +2,503+97.4% | 加碼 |
| Harbor Investment Advisory, LLC | 5,000 | $21.8 萬 | 0.02% | −500−9.1% | 減碼 |
| Profund Advisors LLC | 4,786 | $20.9 萬 | 0.01% | −186−3.7% | 減碼 |
| David R. Rahn & Associates Inc. | 4,778 | $20.8 萬 | 0.06% | 00.0% | 不變 |
| Wedmont Private Capital | 5,635 | $20.4 萬 | 0.01% | +1,244+28.3% | 加碼 |
| Ci Investments Inc. | 4,677 | $20.4 萬 | 0.00% | +144+3.2% | 加碼 |
| Center For Asset Management LLC | 4,659 | $20.3 萬 | 0.12% | −374−7.4% | 減碼 |
| Teza Capital Management LLC | 4,620 | $20.1 萬 | 0.09% | +4,620 | 新進 |
| Vestcor Inc | 4,564 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 4,406 | $19.2 萬 | 0.08% | +1,856+72.8% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $17.5 萬 | 0.03% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 3,800 | $16.6 萬 | 0.04% | 00.0% | 不變 |
| Leonteq Securities AG | 3,673 | $15.8 萬 | 0.01% | +232+6.7% | 加碼 |
| Amica Retiree Medical Trust | 3,542 | $15.4 萬 | 0.24% | −629−15.1% | 減碼 |
| Umb Bank N A | 3,445 | $15.0 萬 | 0.00% | −1,423−29.2% | 減碼 |