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 3 季 13F 持有人
Carlyle Group Inc. 在 2025/9/30 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
- 638
- 較 2025 年第 2 季 +74 家
- 持有股數
- 2.28 億
- 較 2025 年第 2 季 +91.1 萬 (+0.4%)
- 總市值
- $142.7 億
- 較 2025 年第 2 季 +$26.1 億 (+22.4%)
- 新進機構
- 118
- 另有 221 家加碼
- 清倉機構
- 44
- 另有 190 家減碼
另有 9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,501,422 | $20.4 億 | 0.04% | +1,059,335+3.4% | 加碼 |
| Vanguard Group Inc | 25,434,009 | $15.9 億 | 0.02% | +714,428+2.9% | 加碼 |
| Capital World Investors | 19,975,883 | $12.5 億 | 0.17% | +17,403+0.1% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 10,928,150 | $6.85 億 | 1.10% | −387,834−3.4% | 減碼 |
| Morgan Stanley | 10,105,720 | $6.34 億 | 0.04% | +969,946+10.6% | 加碼 |
| State Street Corp | 9,942,135 | $6.23 億 | 0.02% | +1,720,483+20.9% | 加碼 |
| William Blair Investment Management, LLC | 8,748,975 | $5.49 億 | 1.42% | −1,200,480−12.1% | 減碼 |
| Massachusetts Financial Services Co | 7,618,075 | $4.78 億 | 0.15% | +479,216+6.7% | 加碼 |
| Boston Partners | 6,170,124 | $3.87 億 | 0.40% | −621,417−9.1% | 減碼 |
| Alkeon Capital Management LLC | 5,941,316 | $3.73 億 | 1.68% | 00.0% | 不變 |
| Millennium Management LLC | 4,930,069 | $3.09 億 | 0.24% | +2,938,161+147.5% | 加碼 |
| Geode Capital Management, LLC | 4,920,746 | $3.08 億 | 0.02% | +635,852+14.8% | 加碼 |
| Ariel Investments, LLC | 4,233,386 | $2.65 億 | 2.84% | −472,158−10.0% | 減碼 |
| UBS Group AG | 4,037,257 | $2.53 億 | 0.05% | +407,493+11.2% | 加碼 |
| Legal & General Group Plc | 3,083,600 | $1.93 億 | 0.04% | −283,380−8.4% | 減碼 |
| Dimensional Fund Advisors LP | 2,953,861 | $1.85 億 | 0.04% | −23,389−0.8% | 減碼 |
| Ameriprise Financial Inc | 2,639,897 | $1.66 億 | 0.04% | −129,734−4.7% | 減碼 |
| Beutel, Goodman & Co Ltd. | 2,622,212 | $1.64 億 | 0.99% | −149,418−5.4% | 減碼 |
| Northern Trust Corp | 2,569,724 | $1.61 億 | 0.02% | +266,077+11.6% | 加碼 |
| Bank of New York Mellon Corp | 2,319,956 | $1.45 億 | 0.03% | +55,281+2.4% | 加碼 |
| Royal Bank of Canada | 2,269,053 | $1.42 億 | 0.03% | −1,044,641−31.5% | 減碼 |
| Frontier Capital Management Co LLC | 2,203,897 | $1.38 億 | 1.24% | +316,738+16.8% | 加碼 |
| Bank of America Corp | 1,958,592 | $1.23 億 | 0.01% | +87,930+4.7% | 加碼 |
| Capital International Investors | 1,705,518 | $1.07 億 | 0.02% | −370,256−17.8% | 減碼 |
| UBS Asset Management Americas Inc | 1,349,922 | $8,464 萬 | 0.02% | −221,273−14.1% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $8,320 萬 | 0.68% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 1,205,933 | $7,561 萬 | 0.15% | +1,205,933 | 新進 |
| Goldman Sachs Group Inc | 1,199,322 | $7,520 萬 | 0.01% | −996,295−45.4% | 減碼 |
| JPMorgan Chase & Co | 1,130,875 | $7,091 萬 | 0.00% | +72,154+6.8% | 加碼 |
| FMR LLC | 1,115,682 | $6,995 萬 | 0.00% | −246,396−18.1% | 減碼 |
| Azora Capital LP | 1,076,083 | $6,747 萬 | 3.13% | +477,031+79.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,048,314 | $6,573 萬 | 0.01% | −426,242−28.9% | 減碼 |
| Russell Investments Group, Ltd. | 1,040,318 | $6,526 萬 | 0.07% | +616+0.1% | 加碼 |
| Davis Asset Management, L.P. | 1,000,000 | $6,270 萬 | 2.23% | −500,000−33.3% | 減碼 |
| Barclays PLC | 924,784 | $5,798 萬 | 0.02% | +257,711+38.6% | 加碼 |
| LPL Financial LLC | 846,385 | $5,307 萬 | 0.02% | +687,105+431.4% | 加碼 |
| Nuveen, LLC | 828,845 | $5,197 萬 | 0.01% | +420,718+103.1% | 加碼 |
| Rhumbline Advisers | 730,867 | $4,583 萬 | 0.04% | +74,160+11.3% | 加碼 |
| Holocene Advisors, LP | 718,562 | $4,505 萬 | 0.10% | +52,686+7.9% | 加碼 |
| Invesco Ltd. | 716,332 | $4,491 萬 | 0.01% | −81,685−10.2% | 減碼 |
| Raymond James Financial Inc | 678,021 | $4,251 萬 | 0.01% | −14,362−2.1% | 減碼 |
| Franklin Street Advisors Inc | 672,815 | $4,219 萬 | 2.43% | +6,453+1.0% | 加碼 |
| Moore Capital Management, LP | 670,080 | $4,201 萬 | 0.84% | +670,080 | 新進 |
| Private Management Group Inc | 668,828 | $4,194 萬 | 1.25% | −272,042−28.9% | 減碼 |
| Argent Capital Management LLC | 624,929 | $3,918 萬 | 1.07% | −857−0.1% | 減碼 |
| Envestnet Asset Management Inc | 623,564 | $3,910 萬 | 0.01% | −9,571−1.5% | 減碼 |
| Polaris Capital Management, LLC | 578,600 | $3,628 萬 | 2.38% | −49,100−7.8% | 減碼 |
| Principal Financial Group Inc | 578,418 | $3,627 萬 | 0.02% | +93,292+19.2% | 加碼 |
| Assetmark, Inc | 559,288 | $3,507 萬 | 0.08% | +35,540+6.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 534,583 | $3,352 萬 | 0.02% | +11,202+2.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 510,111 | $3,198 萬 | 0.03% | +230,300+82.3% | 加碼 |
| Rockefeller Capital Management L.P. | 483,698 | $3,033 萬 | 0.06% | −3,545−0.7% | 減碼 |
| California Public Employees Retirement System | 448,689 | $2,813 萬 | 0.02% | +39,792+9.7% | 加碼 |
| Alliancebernstein L.P. | 446,833 | $2,802 萬 | 0.01% | +39,321+9.6% | 加碼 |
| Sirios Capital Management L P | 416,140 | $2,609 萬 | 3.40% | −44,554−9.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 413,402 | $2,592 萬 | 0.02% | +106,503+34.7% | 加碼 |
| Natixis Advisors, L.P. | 399,858 | $2,507 萬 | 0.04% | +30,289+8.2% | 加碼 |
| Wells Fargo & Company | 393,028 | $2,464 萬 | 0.01% | −11,158−2.8% | 減碼 |
| Kames Capital plc | 361,894 | $2,268 萬 | 0.27% | +52,032+16.8% | 加碼 |
| Great West Life Assurance Co | 347,506 | $2,255 萬 | 0.03% | +72,630+26.4% | 加碼 |
| American Century Companies Inc | 347,698 | $2,180 萬 | 0.01% | +206,630+146.5% | 加碼 |
| California State Teachers Retirement System | 343,028 | $2,151 萬 | 0.02% | −29,491−7.9% | 減碼 |
| CSM Advisors, LLC | 339,003 | $2,126 萬 | 0.59% | +72,278+27.1% | 加碼 |
| Deprince Race & Zollo Inc | 333,564 | $2,091 萬 | 0.42% | −171,974−34.0% | 減碼 |
| Deutsche Bank AG | 332,929 | $2,087 萬 | 0.01% | +40,669+13.9% | 加碼 |
| Retirement Systems of Alabama | 314,872 | $1,974 萬 | 0.07% | +54,452+20.9% | 加碼 |
| Sargent Investment Group, LLC | 307,467 | $1,928 萬 | 2.75% | −12,570−3.9% | 減碼 |
| Amundi | 265,811 | $1,684 萬 | 0.01% | −25,404−8.7% | 減碼 |
| DnB Asset Management AS | 264,715 | $1,660 萬 | 0.06% | −40,715−13.3% | 減碼 |
| First Trust Advisors LP | 261,634 | $1,640 萬 | 0.01% | −113,139−30.2% | 減碼 |
| Susquehanna International Group, LLP | 260,371 | $1,633 萬 | 0.02% | +186,569+252.8% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 247,189 | $1,550 萬 | 2.41% | −67,245−21.4% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 233,054 | $1,461 萬 | 1.19% | +82,094+54.4% | 加碼 |
| Korea Investment CORP | 222,496 | $1,395 萬 | 0.03% | +1,300+0.6% | 加碼 |
| Royal London Asset Management Ltd | 216,520 | $1,358 萬 | 0.03% | +109,057+101.5% | 加碼 |
| Point72 Europe (London) LLP | 215,490 | $1,351 萬 | 0.73% | +137,690+177.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 212,622 | $1,333 萬 | 0.09% | −280−0.1% | 減碼 |
| Bank of Montreal | 211,663 | $1,327 萬 | 0.01% | +560.0% | 加碼 |
| Brown Advisory Inc | 209,804 | $1,315 萬 | 0.02% | −50,050−19.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,132 | $1,305 萬 | 0.01% | 00.0% | 不變 |
| New York State Common Retirement Fund | 207,395 | $1,300 萬 | 0.02% | +29,000+16.3% | 加碼 |
| Price T Rowe Associates Inc | 202,718 | $1,271 萬 | 0.00% | +34,353+20.4% | 加碼 |
| Oppenheimer & Co Inc | 196,238 | $1,230 萬 | 0.15% | −86,401−30.6% | 減碼 |
| Sit Investment Associates Inc | 192,416 | $1,206 萬 | 0.24% | −14,819−7.2% | 減碼 |
| Walleye Capital LLC | 190,581 | $1,195 萬 | 0.10% | −229,947−54.7% | 減碼 |
| SOL Capital Management CO | 188,239 | $1,180 萬 | 1.06% | +1,669+0.9% | 加碼 |
| Comerica Bank | 185,959 | $1,166 萬 | 0.04% | +26,457+16.6% | 加碼 |
| Standard Life Aberdeen plc | 183,210 | $1,149 萬 | 0.02% | +28,317+18.3% | 加碼 |
| National Bank of Canada | 183,114 | $1,148 萬 | 0.01% | −15,384−7.8% | 減碼 |
| Stifel Financial Corp | 174,451 | $1,094 萬 | 0.01% | −15,799−8.3% | 減碼 |
| Channing Capital Management, LLC | 171,755 | $1,077 萬 | 0.28% | −31,615−15.5% | 減碼 |
| Bamco Inc | 167,076 | $1,048 萬 | 0.03% | −1,325,709−88.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 165,789 | $1,040 萬 | 0.04% | +5,788+3.6% | 加碼 |
| Gator Capital Management, LLC | 162,765 | $1,021 萬 | 2.62% | +1,230+0.8% | 加碼 |
| Lazard Asset Management LLC | 161,806 | $1,015 萬 | 0.01% | −56,876−26.0% | 減碼 |
| Forsta Ap-Fonden | 161,600 | $1,013 萬 | 0.06% | +66,900+70.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 158,087 | $991.2 萬 | 0.02% | +7,589+5.0% | 加碼 |
| River Road Asset Management, LLC | 156,271 | $979.8 萬 | 0.11% | +156,271 | 新進 |
| AQR Capital Management LLC | 155,798 | $976.9 萬 | 0.01% | +6,390+4.3% | 加碼 |
| Van Eck Associates Corp | 152,538 | $956.4 萬 | 0.01% | −27,034−15.1% | 減碼 |