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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 12,549 | $64.5 萬 | 0.00% | +2,527+25.2% | 加碼 |
| Guinness Asset Management LTD | 12,417 | $63.8 萬 | 0.01% | +288+2.4% | 加碼 |
| Stiles Financial Services Inc | 12,174 | $62.6 萬 | 0.22% | +48+0.4% | 加碼 |
| Janus Henderson Group PLC | 12,173 | $62.6 萬 | 0.00% | −821−6.3% | 減碼 |
| Brevan Howard Capital Management LP | 12,036 | $61.9 萬 | 0.01% | +12,036 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,775 | $60.5 萬 | 0.01% | +2,984+33.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 11,721 | $60.2 萬 | 0.02% | −5,527−32.0% | 減碼 |
| Verdence Capital Advisors LLC | 11,673 | $60.0 萬 | 0.04% | +212+1.8% | 加碼 |
| North Star Investment Management Corp. | 11,625 | $59.8 萬 | 0.04% | −237−2.0% | 減碼 |
| Macquarie Group Ltd | 11,544 | $59.3 萬 | 0.00% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 11,457 | $58.9 萬 | 0.07% | +294+2.6% | 加碼 |
| HB Wealth Management, LLC | 11,278 | $58.0 萬 | 0.00% | −759−6.3% | 減碼 |
| CWM, LLC | 11,262 | $57.9 萬 | 0.00% | +3,833+51.6% | 加碼 |
| Promethium Advisors,llc | 11,223 | $57.7 萬 | 0.35% | −1,342−10.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 11,171 | $57.4 萬 | 0.26% | −132−1.2% | 減碼 |
| Moors & Cabot, Inc. | 11,029 | $56.7 萬 | 0.03% | +225+2.1% | 加碼 |
| Catalyst Capital Advisors LLC | 11,000 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 8,719 | $56.5 萬 | 0.02% | +8,719 | 新進 |
| Carret Asset Management, LLC | 10,915 | $56.1 萬 | 0.06% | −275−2.5% | 減碼 |
| Bearing Point Capital, LLC | 10,835 | $55.7 萬 | 0.10% | +1,050+10.7% | 加碼 |
| Fort Sheridan Advisors LLC | 10,800 | $55.5 萬 | 0.08% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 10,703 | $55.0 萬 | 0.01% | −253−2.3% | 減碼 |
| TBH Global Asset Management, LLC | 10,625 | $54.6 萬 | 0.12% | −1,148−9.8% | 減碼 |
| AXA S.A. | 10,578 | $54.4 萬 | 0.00% | +135+1.3% | 加碼 |
| NewEdge Wealth, LLC | 8,801 | $54.2 萬 | 0.01% | +348+4.1% | 加碼 |
| Tritonpoint Wealth, LLC | 10,513 | $54.0 萬 | 0.05% | +30.0% | 加碼 |
| Sterneck Capital Management, LLC | 10,469 | $53.8 萬 | 0.27% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 10,077 | $51.8 萬 | 0.01% | +1,566+18.4% | 加碼 |
| Greenwood Capital Associates LLC | 10,012 | $51.5 萬 | 0.06% | −211−2.1% | 減碼 |
| Aviva PLC | 9,916 | $51.0 萬 | 0.00% | +1,969+24.8% | 加碼 |
| Old Mission Capital LLC | 9,780 | $50.3 萬 | 0.01% | +9,780 | 新進 |
| CIBC World Markets Corp | 9,777 | $50.3 萬 | 0.00% | −802−7.6% | 減碼 |
| ProShare Advisors LLC | 9,453 | $48.6 萬 | 0.00% | +461+5.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 9,427 | $48.5 萬 | 0.08% | +9,427 | 新進 |
| National Asset Management, Inc. | 9,238 | $47.5 萬 | 0.02% | −3,516−27.6% | 減碼 |
| Kovack Advisors, Inc. | 9,012 | $46.3 萬 | 0.05% | +1,057+13.3% | 加碼 |
| Fiduciary Group LLC | 9,000 | $46.3 萬 | 0.04% | 00.0% | 不變 |
| Storebrand Asset Management AS | 8,940 | $46.0 萬 | 0.00% | −9,858−52.4% | 減碼 |
| E&G Advisors, LP | 8,600 | $44.2 萬 | 0.11% | 00.0% | 不變 |
| SG Americas Securities, LLC | 8,310 | $42.7 萬 | 0.00% | −239,526−96.6% | 減碼 |
| Allianz Asset Management GmbH | 8,283 | $42.6 萬 | 0.00% | −16,717−66.9% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 8,042 | $41.3 萬 | 0.03% | +1,778+28.4% | 加碼 |
| Forum Financial Management, LP | 8,026 | $41.3 萬 | 0.01% | +642+8.7% | 加碼 |
| PFG Investments, LLC | 7,996 | $41.1 萬 | 0.02% | −63−0.8% | 減碼 |
| Two Sigma Securities, LLC | 7,908 | $40.6 萬 | 0.05% | +7,908 | 新進 |
| Everence Capital Management Inc | 7,720 | $39.7 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 7,560 | $38.9 萬 | 0.01% | −185−2.4% | 減碼 |
| EdgeRock Capital LLC | 7,527 | $38.7 萬 | 0.12% | +10.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,422 | $38.1 萬 | 0.00% | +228+3.2% | 加碼 |
| Everhart Financial Group, Inc. | 7,397 | $38.0 萬 | 0.04% | +565+8.3% | 加碼 |
| State of Wyoming | 7,348 | $37.8 萬 | 0.05% | +7,348 | 新進 |
| BFSG, LLC | 7,345 | $37.8 萬 | 0.04% | +215+3.0% | 加碼 |
| Vident Advisory, LLC | 7,309 | $37.6 萬 | 0.00% | +964+15.2% | 加碼 |
| Empowered Funds, LLC | 7,278 | $37.4 萬 | 0.00% | −40,959−84.9% | 減碼 |
| Triangle Securities Wealth Management | 7,270 | $37.4 萬 | 0.09% | −345−4.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,189 | $37.0 萬 | 0.00% | −800−10.0% | 減碼 |
| Summit Financial, LLC | 7,155 | $36.8 萬 | 0.01% | +7,155 | 新進 |
| Principle Wealth Partners LLC | 7,131 | $36.7 萬 | 0.02% | −900−11.2% | 減碼 |
| Glenview Trust Co | 7,109 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $36.3 萬 | 0.05% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 7,029 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 7,007 | $36.0 萬 | 0.07% | −419−5.6% | 減碼 |
| Fayez Sarofim & Co | 6,849 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 6,735 | $34.6 萬 | 0.00% | −2,970−30.6% | 減碼 |
| Advisors Asset Management, Inc. | 6,726 | $34.6 萬 | 0.01% | +6,726 | 新進 |
| Avantax Advisory Services, Inc. | 6,626 | $34.1 萬 | 0.00% | +6,626 | 新進 |
| Advisor OS, LLC | 6,552 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 6,540 | $33.6 萬 | 0.01% | −48−0.7% | 減碼 |
| Equitable Trust Co | 6,482 | $33.3 萬 | 0.02% | −81,579−92.6% | 減碼 |
| Colony Group, LLC | 6,457 | $33.2 萬 | 0.00% | +1,023+18.8% | 加碼 |
| Wedmont Private Capital | 5,831 | $33.2 萬 | 0.01% | +196+3.5% | 加碼 |
| DMG Group, LLC | 6,389 | $32.8 萬 | 0.26% | −1,426−18.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Visionary Wealth Advisors | 6,259 | $32.2 萬 | 0.02% | +30.0% | 加碼 |
| Jones Financial Companies LLLP | 6,149 | $31.5 萬 | 0.00% | +1,077+21.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 6,100 | $31.4 萬 | 0.10% | +400+7.0% | 加碼 |
| Spirit of America Management Corp | 6,050 | $31.1 萬 | 0.06% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 6,000 | $30.8 萬 | 0.21% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 6,000 | $30.8 萬 | 0.01% | +6,000 | 新進 |
| Pictet North America Advisors SA | 5,950 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 5,866 | $30.2 萬 | 0.01% | −2,581−30.6% | 減碼 |
| MJP Associates Inc | 5,864 | $30.1 萬 | 0.04% | +574+10.9% | 加碼 |
| Hamilton Capital Partners Inc. | 5,845 | $30.0 萬 | 0.02% | −2,692−31.5% | 減碼 |
| Investment Management Corp of Ontario | 5,709 | $29.3 萬 | 0.00% | −900−13.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,631 | $28.9 萬 | 0.02% | −35−0.6% | 減碼 |
| Prentice Wealth Management LLC | 5,616 | $28.9 萬 | 0.08% | −204−3.5% | 減碼 |
| GWM Advisors LLC | 5,516 | $28.4 萬 | 0.00% | +2,904+111.2% | 加碼 |
| Spire Wealth Management | 5,460 | $28.1 萬 | 0.01% | +95+1.8% | 加碼 |
| Warren Averett Asset Management, LLC | 5,373 | $27.6 萬 | 0.00% | +202+3.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 5,363 | $27.6 萬 | 0.01% | +5,363 | 新進 |
| Dynamic Advisor Solutions LLC | 5,320 | $27.3 萬 | 0.01% | +173+3.4% | 加碼 |
| Private Advisor Group, LLC | 5,308 | $27.3 萬 | 0.00% | −475−8.2% | 減碼 |
| Cary Street Partners Financial LLC | 5,243 | $26.9 萬 | 0.01% | −20−0.4% | 減碼 |
| Mission Wealth Management, LP | 5,136 | $26.4 萬 | 0.01% | +13+0.3% | 加碼 |
| KRS Capital Management, LLC | 5,120 | $26.3 萬 | 0.18% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 5,025 | $25.8 萬 | 0.03% | −200−3.8% | 減碼 |
| Teza Capital Management LLC | 5,013 | $25.8 萬 | 0.19% | +393+8.5% | 加碼 |
| Harbor Investment Advisory, LLC | 5,000 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Center For Asset Management LLC | 5,033 | $25.4 萬 | 0.16% | +374+8.0% | 加碼 |