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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 42,103 | $216.4 萬 | 0.02% | −705−1.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 42,023 | $214.3 萬 | 0.00% | +263+0.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 41,522 | $213.4 萬 | 0.07% | 00.0% | 不變 |
| Xponance, Inc. | 39,059 | $200.8 萬 | 0.02% | +2,292+6.2% | 加碼 |
| Sanctuary Advisors, LLC | 38,749 | $199.2 萬 | 0.01% | +994+2.6% | 加碼 |
| Utah Retirement Systems | 38,324 | $197.0 萬 | 0.02% | +2,224+6.2% | 加碼 |
| Bleakley Financial Group, LLC | 38,283 | $196.8 萬 | 0.05% | −1,388−3.5% | 減碼 |
| Hilltop Holdings Inc. | 37,697 | $193.8 萬 | 0.12% | −754−2.0% | 減碼 |
| Truist Financial Corp | 37,434 | $192.4 萬 | 0.00% | −656−1.7% | 減碼 |
| Diversified Trust Co | 37,346 | $192.0 萬 | 0.04% | −2,990−7.4% | 減碼 |
| British Columbia Investment Management Corp | 36,934 | $189.8 萬 | 0.01% | −7,528−16.9% | 減碼 |
| Tredje AP-fonden | 36,007 | $185.1 萬 | 0.01% | +18,989+111.6% | 加碼 |
| Teacher Retirement System of Texas | 35,635 | $183.2 萬 | 0.01% | +1,654+4.9% | 加碼 |
| Wolverine Trading, LLC | 35,483 | $181.6 萬 | 0.05% | +8,079+29.5% | 加碼 |
| Park Circle Co | 34,765 | $178.7 萬 | 1.53% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 34,163 | $175.6 萬 | 0.00% | +4,160+13.9% | 加碼 |
| Mariner, LLC | 32,976 | $169.5 萬 | 0.00% | −7,749−19.0% | 減碼 |
| Meketa Investment Group Inc | 31,869 | $163.8 萬 | 4.96% | −91,985−74.3% | 減碼 |
| Illinois Municipal Retirement Fund | 31,811 | $163.5 萬 | 0.02% | +31,811 | 新進 |
| Amica Mutual Insurance Co | 31,766 | $163.3 萬 | 0.16% | −3,483−9.9% | 減碼 |
| STRS Ohio | 31,570 | $162.3 萬 | 0.01% | +2,590+8.9% | 加碼 |
| MML Investors Services, LLC | 30,272 | $155.6 萬 | 0.00% | +3,454+12.9% | 加碼 |
| Voya Investment Management LLC | 29,219 | $150.2 萬 | 0.00% | +1,883+6.9% | 加碼 |
| Nissay Asset Management Corp | 29,044 | $149.3 萬 | 0.01% | +729+2.6% | 加碼 |
| Banque Pictet & Cie SA | 28,700 | $147.5 萬 | 0.02% | 00.0% | 不變 |
| Moody National Bank Trust Division | 28,505 | $146.5 萬 | 0.13% | +534+1.9% | 加碼 |
| Tocqueville Asset Management L.P. | 27,850 | $143.1 萬 | 0.02% | +27,850 | 新進 |
| Captrust Financial Advisors | 27,115 | $139.4 萬 | 0.00% | +13,090+93.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 26,879 | $138.2 萬 | 0.03% | +1,750+7.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 26,867 | $138.1 萬 | 0.02% | +3,160+13.3% | 加碼 |
| Swedbank AB | 26,842 | $138.0 萬 | 0.00% | +26,842 | 新進 |
| Jeppson Wealth Management, LLC | 26,709 | $137.3 萬 | 0.47% | −413−1.5% | 減碼 |
| Zhang Financial LLC | 26,608 | $136.8 萬 | 0.06% | +6,276+30.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 26,529 | $136.4 萬 | 0.00% | +2,709+11.4% | 加碼 |
| Waterfront Wealth Inc. | 26,063 | $134.0 萬 | 0.30% | 00.0% | 不變 |
| OP Asset Management Ltd | 25,738 | $132.3 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 24,872 | $127.8 萬 | 0.01% | −2,400−8.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,699 | $127.0 萬 | 0.01% | 00.0% | 不變 |
| Bank of Nova Scotia | 24,470 | $125.8 萬 | 0.00% | +24,470 | 新進 |
| JustInvest LLC | 24,268 | $124.7 萬 | 0.01% | +3,738+18.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 24,025 | $123.5 萬 | 0.05% | −6,993−22.5% | 減碼 |
| State of Alaska, Department of Revenue | 23,950 | $123.1 萬 | 0.01% | −770−3.1% | 減碼 |
| New York Life Investment Management LLC | 23,721 | $121.9 萬 | 0.01% | −1,127−4.5% | 減碼 |
| Atria Investments LLC | 23,605 | $121.3 萬 | 0.01% | −2,078−8.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,638 | $120.5 萬 | 0.00% | +10,709+98.0% | 加碼 |
| Pinebridge Investments, L.P. | 22,846 | $117.4 萬 | 0.01% | +4,806+26.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,842 | $117.4 萬 | 0.01% | −725−3.1% | 減碼 |
| Apollon Wealth Management, LLC | 22,737 | $116.9 萬 | 0.02% | +2,589+12.8% | 加碼 |
| ISAM Funds (UK) Ltd | 20,815 | $107.0 萬 | 0.23% | +13,300+177.0% | 加碼 |
| Carson Advisory Inc. | 20,726 | $106.5 萬 | 0.68% | +2,300+12.5% | 加碼 |
| Axq Capital, LP | 20,570 | $105.7 萬 | 0.34% | +11,153+118.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $103.3 萬 | 0.00% | 00.0% | 不變 |
| Hoertkorn Richard Charles | 20,000 | $102.8 萬 | 0.44% | −4,000−16.7% | 減碼 |
| Creative Planning | 19,976 | $102.7 萬 | 0.00% | +4,816+31.8% | 加碼 |
| Federated Hermes, Inc. | 19,891 | $102.2 萬 | 0.00% | −92−0.5% | 減碼 |
| Nordea Investment Management AB | 19,780 | $101.5 萬 | 0.00% | +2,390+13.7% | 加碼 |
| Intrepid Capital Management Inc | 19,245 | $98.9 萬 | 0.40% | +1,053+5.8% | 加碼 |
| Blair William & Co | 19,179 | $98.6 萬 | 0.00% | −2,274−10.6% | 減碼 |
| Daiwa Securities Group Inc. | 19,173 | $98.5 萬 | 0.00% | +500+2.7% | 加碼 |
| SMH Capital Advisors Inc | 19,052 | $97.9 萬 | 2.22% | −374−1.9% | 減碼 |
| Garrison Bradford & Associates Inc | 18,943 | $97.4 萬 | 1.08% | +3,850+25.5% | 加碼 |
| Daymark Wealth Partners, LLC | 18,909 | $97.2 萬 | 0.04% | +8,895+88.8% | 加碼 |
| TD Waterhouse Canada Inc. | 18,275 | $96.5 萬 | 0.01% | +1,395+8.3% | 加碼 |
| QRG Capital Management, Inc. | 18,374 | $94.4 萬 | 0.01% | −2,455−11.8% | 減碼 |
| Journey Strategic Wealth LLC | 18,240 | $93.8 萬 | 0.03% | +5,236+40.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,168 | $93.4 萬 | 0.00% | −10,433−36.5% | 減碼 |
| Kestra Advisory Services, LLC | 17,678 | $90.9 萬 | 0.00% | −3,050−14.7% | 減碼 |
| Arkadios Wealth Advisors | 17,647 | $90.7 萬 | 0.03% | −551−3.0% | 減碼 |
| Mercer Global Advisors Inc | 17,596 | $90.4 萬 | 0.00% | −1,862−9.6% | 減碼 |
| Jain Global LLC | 17,555 | $90.2 萬 | 0.01% | +17,555 | 新進 |
| Sterling Capital Management LLC | 17,409 | $89.5 萬 | 0.01% | +5,237+43.0% | 加碼 |
| Quantinno Capital Management LP | 17,201 | $88.4 萬 | 0.00% | +17,201 | 新進 |
| Clearstead Advisors, LLC | 17,193 | $88.4 萬 | 0.01% | −231−1.3% | 減碼 |
| Benjamin Edwards Inc | 17,111 | $88.0 萬 | 0.01% | +415+2.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 16,848 | $86.6 萬 | 0.03% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 16,508 | $84.9 萬 | 0.40% | −678−3.9% | 減碼 |
| Synovus Financial Corp | 16,417 | $84.4 萬 | 0.01% | +281+1.7% | 加碼 |
| Pathstone Holdings, LLC | 16,359 | $84.1 萬 | 0.00% | +9,441+136.5% | 加碼 |
| Securian Asset Management, Inc | 16,226 | $83.4 萬 | 0.02% | +273+1.7% | 加碼 |
| 44 Wealth Management LLC | 16,212 | $83.3 萬 | 0.30% | +4,692+40.7% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $80.8 萬 | 0.05% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 15,658 | $80.5 萬 | 0.06% | −98−0.6% | 減碼 |
| TD Private Client Wealth LLC | 15,480 | $79.6 萬 | 0.02% | +5,411+53.7% | 加碼 |
| Avanza Fonder AB | 15,407 | $79.2 萬 | 0.02% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 15,355 | $78.9 萬 | 0.18% | +15,355 | 新進 |
| Brinker Capital Investments, LLC | 15,022 | $77.2 萬 | 0.01% | +3,344+28.6% | 加碼 |
| Stamos Capital Partners, L.P. | 14,707 | $75.6 萬 | 0.14% | +5,618+61.8% | 加碼 |
| Stablepoint Partners, LLC | 14,560 | $74.8 萬 | 0.13% | +1,383+10.5% | 加碼 |
| CIBC Asset Management Inc | 14,148 | $72.7 萬 | 0.00% | +61+0.4% | 加碼 |
| First Manhattan Co | 14,075 | $72.3 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 13,724 | $70.5 萬 | 0.00% | −5,012−26.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 13,663 | $70.2 萬 | 0.05% | −2,876−17.4% | 減碼 |
| ASR Vermogensbeheer N.V. | 13,186 | $67.8 萬 | 0.01% | −39−0.3% | 減碼 |
| CenterBook Partners LP | 13,004 | $66.8 萬 | 0.04% | +13,004 | 新進 |
| Segall Bryant & Hamill, LLC | 13,000 | $66.8 萬 | 0.01% | 00.0% | 不變 |
| Sym Financial Corp | 12,985 | $66.7 萬 | 0.07% | −2,021−13.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 12,941 | $66.5 萬 | 0.01% | −179,716−93.3% | 減碼 |
| Davenport & Co LLC | 12,731 | $65.4 萬 | 0.00% | +758+6.3% | 加碼 |
| Maryland State Retirement & Pension System | 12,711 | $65.3 萬 | 0.01% | +2,479+24.2% | 加碼 |
| Park Avenue Securities LLC | 12,682 | $65.2 萬 | 0.01% | +1,379+12.2% | 加碼 |