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 2 季 13F 持有人
Carlyle Group Inc. 在 2025/6/30 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
- 573
- 較 2025 年第 1 季 +51 家
- 持有股數
- 2.30 億
- 較 2025 年第 1 季 +370.9 萬 (+1.6%)
- 總市值
- $118.2 億
- 較 2025 年第 1 季 +$19.7 億 (+20.0%)
- 新進機構
- 91
- 另有 236 家加碼
- 清倉機構
- 40
- 另有 177 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,442,087 | $16.2 億 | 0.03% | +2,180,564+7.5% | 加碼 |
| Vanguard Group Inc | 24,719,581 | $12.7 億 | 0.02% | +426,644+1.8% | 加碼 |
| Capital World Investors | 19,958,480 | $10.3 億 | 0.15% | +2,240,249+12.6% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 11,315,984 | $5.82 億 | 0.95% | +2,528,941+28.8% | 加碼 |
| William Blair Investment Management, LLC | 9,949,455 | $5.11 億 | 1.36% | −2,222,023−18.3% | 減碼 |
| Morgan Stanley | 9,135,774 | $4.70 億 | 0.03% | −825,952−8.3% | 減碼 |
| State Street Corp | 8,221,652 | $4.23 億 | 0.02% | +378,455+4.8% | 加碼 |
| Massachusetts Financial Services Co | 7,138,859 | $3.67 億 | 0.12% | +311,300+4.6% | 加碼 |
| Boston Partners | 6,791,541 | $3.49 億 | 0.39% | −132,525−1.9% | 減碼 |
| Alkeon Capital Management LLC | 5,941,316 | $3.05 億 | 1.48% | +700,000+13.4% | 加碼 |
| Ariel Investments, LLC | 4,705,544 | $2.42 億 | 2.74% | −133,669−2.8% | 減碼 |
| Geode Capital Management, LLC | 4,284,894 | $2.20 億 | 0.02% | +228,484+5.6% | 加碼 |
| UBS Group AG | 3,629,764 | $1.87 億 | 0.04% | −1,140,192−23.9% | 減碼 |
| Legal & General Group Plc | 3,366,980 | $1.73 億 | 0.04% | +248,107+8.0% | 加碼 |
| Royal Bank of Canada | 3,313,694 | $1.70 億 | 0.03% | +2,987,472+915.8% | 加碼 |
| Dimensional Fund Advisors LP | 2,977,250 | $1.53 億 | 0.04% | +611,876+25.9% | 加碼 |
| Norges Bank | 2,920,658 | $1.50 億 | 0.02% | +1,961,479+204.5% | 加碼 |
| Beutel, Goodman & Co Ltd. | 2,771,630 | $1.42 億 | 0.81% | −81,569−2.9% | 減碼 |
| Ameriprise Financial Inc | 2,769,631 | $1.42 億 | 0.04% | +46,894+1.7% | 加碼 |
| Northern Trust Corp | 2,303,647 | $1.18 億 | 0.02% | +108,397+4.9% | 加碼 |
| Bank of New York Mellon Corp | 2,264,675 | $1.16 億 | 0.02% | −11,991−0.5% | 減碼 |
| Goldman Sachs Group Inc | 2,195,617 | $1.13 億 | 0.02% | +1,050,643+91.8% | 加碼 |
| Capital International Investors | 2,075,774 | $1.07 億 | 0.02% | +15,989+0.8% | 加碼 |
| Millennium Management LLC | 1,991,908 | $1.02 億 | 0.09% | −4,899,617−71.1% | 減碼 |
| Frontier Capital Management Co LLC | 1,887,159 | $9,700 萬 | 0.90% | −746,755−28.4% | 減碼 |
| Bank of America Corp | 1,870,662 | $9,615 萬 | 0.01% | +355,942+23.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,571,195 | $8,076 萬 | 0.02% | −33,415−2.1% | 減碼 |
| Davis Asset Management, L.P. | 1,500,000 | $7,710 萬 | 3.00% | 00.0% | 不變 |
| Bamco Inc | 1,492,785 | $7,673 萬 | 0.21% | −94,268−5.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,474,556 | $7,579 萬 | 0.01% | +47,385+3.3% | 加碼 |
| Verition Fund Management LLC | 1,369,376 | $7,039 萬 | 0.41% | +1,359,580+13,878.9% | 加碼 |
| FMR LLC | 1,362,078 | $7,001 萬 | 0.00% | −1,222,703−47.3% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $6,821 萬 | 0.58% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,058,721 | $5,442 萬 | 0.00% | +12,144+1.2% | 加碼 |
| Russell Investments Group, Ltd. | 1,039,702 | $5,344 萬 | 0.07% | +13,471+1.3% | 加碼 |
| Private Management Group Inc | 940,870 | $4,836 萬 | 1.57% | +58,411+6.6% | 加碼 |
| Invesco Ltd. | 798,017 | $4,102 萬 | 0.01% | +55,083+7.4% | 加碼 |
| LGT Capital Partners Ltd. | 764,000 | $3,927 萬 | 1.74% | −53,000−6.5% | 減碼 |
| Raymond James Financial Inc | 692,383 | $3,559 萬 | 0.01% | −799,139−53.6% | 減碼 |
| Barclays PLC | 667,073 | $3,429 萬 | 0.01% | +215,725+47.8% | 加碼 |
| Franklin Street Advisors Inc | 666,362 | $3,425 萬 | 2.12% | −25,811−3.7% | 減碼 |
| Holocene Advisors, LP | 665,876 | $3,423 萬 | 0.08% | +200,804+43.2% | 加碼 |
| Rhumbline Advisers | 656,707 | $3,375 萬 | 0.03% | +52,812+8.7% | 加碼 |
| Envestnet Asset Management Inc | 633,135 | $3,254 萬 | 0.01% | +75,560+13.6% | 加碼 |
| Polaris Capital Management, LLC | 627,700 | $3,226 萬 | 2.15% | −26,200−4.0% | 減碼 |
| Argent Capital Management LLC | 625,786 | $3,217 萬 | 0.92% | −61,867−9.0% | 減碼 |
| Azora Capital LP | 599,052 | $3,079 萬 | 1.39% | +599,052 | 新進 |
| Alyeska Investment Group, L.P. | 549,334 | $2,824 萬 | 0.10% | +549,334 | 新進 |
| Gillson Capital LP | 544,213 | $2,797 萬 | 2.14% | +544,213 | 新進 |
| Assetmark, Inc | 523,748 | $2,692 萬 | 0.06% | +73,097+16.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 523,381 | $2,690 萬 | 0.02% | +34,326+7.0% | 加碼 |
| Deprince Race & Zollo Inc | 505,538 | $2,598 萬 | 0.54% | +44,651+9.7% | 加碼 |
| Weiss Asset Management LP | 495,199 | $2,545 萬 | 0.40% | +495,199 | 新進 |
| Rockefeller Capital Management L.P. | 487,243 | $2,504 萬 | 0.05% | +3,155+0.7% | 加碼 |
| Principal Financial Group Inc | 485,126 | $2,494 萬 | 0.01% | −715−0.1% | 減碼 |
| Sirios Capital Management L P | 460,694 | $2,368 萬 | 3.43% | −6,770−1.4% | 減碼 |
| Walleye Capital LLC | 420,528 | $2,162 萬 | 0.20% | +420,528 | 新進 |
| California Public Employees Retirement System | 408,897 | $2,102 萬 | 0.01% | +71,497+21.2% | 加碼 |
| Nuveen, LLC | 408,127 | $2,098 萬 | 0.01% | −68,893−14.4% | 減碼 |
| Alliancebernstein L.P. | 407,512 | $2,095 萬 | 0.01% | +40,288+11.0% | 加碼 |
| Wells Fargo & Company | 404,186 | $2,078 萬 | 0.00% | −7,958−1.9% | 減碼 |
| Algebris (UK) Ltd | 392,871 | $2,016 萬 | 3.18% | −89,151−18.5% | 減碼 |
| Citadel Advisors LLC | 392,050 | $2,015 萬 | 0.02% | −412,319−51.3% | 減碼 |
| Sargent Investment Group, LLC | 320,037 | $2,013 萬 | 2.72% | +19,987+6.7% | 加碼 |
| Eisler Capital Management Ltd. | 387,187 | $1,991 萬 | 0.68% | +387,187 | 新進 |
| Assenagon Asset Management S.A. | 386,335 | $1,986 萬 | 0.03% | +1400.0% | 加碼 |
| First Trust Advisors LP | 374,773 | $1,926 萬 | 0.02% | +313,662+513.3% | 加碼 |
| California State Teachers Retirement System | 372,519 | $1,915 萬 | 0.02% | +74,535+25.0% | 加碼 |
| Natixis Advisors, L.P. | 369,569 | $1,900 萬 | 0.03% | +229,586+164.0% | 加碼 |
| Prana Capital Management, LP | 337,997 | $1,737 萬 | 0.63% | +337,997 | 新進 |
| CastleKnight Management LP | 327,076 | $1,681 萬 | 1.11% | +234,576+253.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 314,434 | $1,616 萬 | 2.65% | +8,073+2.6% | 加碼 |
| Kames Capital plc | 309,862 | $1,592 萬 | 0.20% | +88,451+39.9% | 加碼 |
| Amundi | 291,215 | $1,586 萬 | 0.01% | −1,152,941−79.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 306,899 | $1,578 萬 | 0.01% | +306,899 | 新進 |
| DnB Asset Management AS | 305,430 | $1,570 萬 | 0.07% | −17,998−5.6% | 減碼 |
| Deutsche Bank AG | 292,260 | $1,502 萬 | 0.01% | −10,725−3.5% | 減碼 |
| Oppenheimer & Co Inc | 282,639 | $1,453 萬 | 0.19% | −7,274−2.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 279,811 | $1,438 萬 | 0.01% | +25,770+10.1% | 加碼 |
| Great West Life Assurance Co | 274,876 | $1,414 萬 | 0.02% | +2,922+1.1% | 加碼 |
| CSM Advisors, LLC | 266,725 | $1,371 萬 | 0.40% | +18,870+7.6% | 加碼 |
| Retirement Systems of Alabama | 260,420 | $1,339 萬 | 0.05% | +3,570+1.4% | 加碼 |
| Brown Advisory Inc | 259,854 | $1,336 萬 | 0.02% | −43,951−14.5% | 減碼 |
| Victory Capital Management Inc | 249,578 | $1,283 萬 | 0.01% | −11,363−4.4% | 減碼 |
| MetLife Investment Management | 221,951 | $1,141 萬 | 0.07% | +8,072+3.8% | 加碼 |
| Korea Investment CORP | 221,196 | $1,137 萬 | 0.03% | +79,030+55.6% | 加碼 |
| Lazard Asset Management LLC | 218,682 | $1,124 萬 | 0.02% | −3,555−1.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 212,902 | $1,094 萬 | 0.08% | −5,290−2.4% | 減碼 |
| Bank of Montreal | 211,607 | $1,088 萬 | 0.01% | −3,541−1.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,132 | $1,070 萬 | 0.01% | +31,280+17.7% | 加碼 |
| Sit Investment Associates Inc | 207,235 | $1,065 萬 | 0.23% | −100.0% | 減碼 |
| Channing Capital Management, LLC | 203,370 | $1,045 萬 | 0.29% | +26,957+15.3% | 加碼 |
| National Bank of Canada | 198,498 | $1,020 萬 | 0.01% | +8,707+4.6% | 加碼 |
| Thrivent Financial for Lutherans | 195,018 | $1,002 萬 | 0.02% | −184,246−48.6% | 減碼 |
| Stifel Financial Corp | 190,250 | $977.9 萬 | 0.01% | +268+0.1% | 加碼 |
| SOL Capital Management CO | 186,570 | $959.0 萬 | 0.93% | +8,085+4.5% | 加碼 |
| Wesbanco Bank Inc | 183,506 | $943.2 萬 | 0.28% | +5,615+3.2% | 加碼 |
| Van Eck Associates Corp | 179,572 | $923.0 萬 | 0.01% | +17,211+10.6% | 加碼 |
| New York State Common Retirement Fund | 178,395 | $917.0 萬 | 0.01% | +17,500+10.9% | 加碼 |
| Jefferies Financial Group Inc. | 175,000 | $899.5 萬 | 0.15% | +175,000 | 新進 |