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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 季與 2025 年第 2 季比較

持有 Carlyle Group Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

CG 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數5739638+74
股數2.30 億303.3 萬2.28 億+91.1 萬 (+0.4%)
市值$118.2 億$1.56 億$142.7 億+$26.1 億 (+22.4%)

9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(118 家)

2025 年第 3 季季末持有 Carlyle Group Inc.、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 118 家。

2025 年第 3 季新進 CG 的機構
機構股數市值佔組合 %
Balyasny Asset Management LLC1,205,933$7,561 萬0.15%
Moore Capital Management, LP670,080$4,201 萬0.84%
River Road Asset Management, LLC156,271$979.8 萬0.11%
Edgestream Partners, L.P.90,246$565.8 萬0.17%
Ibex Wealth Advisors71,565$448.7 萬0.43%
Union Bancaire Privee, UBP SA83,100$424.0 萬0.09%
Landscape Capital Management, L.L.C.56,427$353.8 萬0.22%
Healthcare of Ontario Pension Plan Trust Fund55,000$344.9 萬0.01%
JRM Investment Counsel, LLC54,240$340.1 萬1.02%
Jane Street Group, LLC37,934$237.8 萬0.00%
ExodusPoint Capital Management, LP30,989$194.3 萬0.03%
Generali Asset Management SPA SGR30,518$191.3 萬0.04%
Credit Agricole S A28,275$177.3 萬0.01%
FFG Partners, LLC27,315$171.3 萬0.46%
Maltese Capital Management LLC25,000$156.8 萬0.24%
Onyx Bridge Wealth Group LLC24,951$156.4 萬0.17%
Inceptionr LLC22,960$144.0 萬0.35%
Concentric Capital Strategies, LP20,206$126.7 萬0.06%
Impax Asset Management Group plc16,691$104.7 萬0.01%
Stonegate Management LLC16,000$100.3 萬0.66%
SummitTX Capital, L.P.15,659$98.2 萬0.04%
Mackenzie Financial Corp15,260$95.7 萬0.00%
Nilsine Partners, LLC15,134$94.9 萬0.09%
Friedenthal Financial14,847$93.1 萬0.48%
Waterway Wealth Management, LLC14,676$92.0 萬0.22%
VestGen Advisors, LLC11,935$74.8 萬0.02%
Retireful, LLC11,703$73.4 萬0.71%
Marshall Wace, LLP11,591$72.7 萬0.00%
AXA Investment Managers S.A.10,949$68.7 萬0.00%
Virginia Retirement Systems Et Al9,400$58.9 萬0.00%
Ritholtz Wealth Management9,125$57.2 萬0.01%
Allstate Corp8,765$55.0 萬0.01%
Winton Group Ltd8,601$53.9 萬0.02%
CIBC Bancorp USA Inc.8,417$52.8 萬0.00%
Intech Investment Management LLC7,740$48.5 萬0.00%
Oak Thistle LLC7,325$45.9 萬0.07%
HighPoint Advisor Group LLC5,951$37.3 萬0.02%
Toroso Investments, LLC5,849$36.7 萬0.00%
Equitable Holdings, Inc.5,829$36.5 萬0.00%
D. E. Shaw & Co., Inc.5,822$36.5 萬0.00%
NorthRock Partners, LLC5,634$35.3 萬0.01%
Volterra Technologies LP5,528$34.7 萬0.23%
Commerce Bank4,949$31.0 萬0.00%
Rafferty Asset Management, LLC4,500$28.2 萬0.00%
Edgemoor Investment Advisors, Inc.4,414$27.7 萬0.02%
PMG Family Office LLC4,409$27.6 萬0.31%
Glenmede Investment Management, LP4,285$26.9 萬0.00%
Atomi Financial Group, Inc.4,154$26.0 萬0.01%
FORA Capital, LLC4,077$25.6 萬0.05%
Monument Capital Management3,974$24.9 萬0.06%
Cresset Asset Management, LLC3,923$24.6 萬0.00%
Vise Technologies, Inc.3,874$24.3 萬0.01%
Crossmark Global Holdings, Inc.3,837$24.1 萬0.00%
David R. Rahn & Associates Inc.3,805$23.9 萬0.06%
Sagespring Wealth Partners, LLC3,799$23.8 萬0.00%
United Capital Financial Advisers, LLC3,762$23.6 萬0.00%
Sowell Financial Services LLC3,726$23.4 萬0.01%
SPC Financial, Inc.3,718$23.3 萬0.02%
Carnegie Lake Advisors LLC3,665$23.0 萬0.09%
Sig Brokerage, LP3,656$22.9 萬0.06%
Callan Family Office, LLC3,604$22.6 萬0.01%
Capital Investment Counsel, Inc3,600$22.6 萬0.03%
RSM US Wealth Management LLC3,591$22.5 萬0.00%
Vinva Investment Management Ltd3,469$22.5 萬0.00%
Private Wealth Partners, LLC3,500$21.9 萬0.02%
GW Henssler & Associates Ltd3,456$21.7 萬0.01%
Stock Yards Bank & Trust Co3,425$21.5 萬0.01%
Brown Miller Wealth Management, LLC3,377$21.2 萬0.06%
Guardian Financial Partners, LLC3,323$20.8 萬0.09%
Wellington Management Group LLP3,303$20.7 萬0.00%
Beckerman Institutional, LLC3,291$20.6 萬0.12%
Fortress Financial Solutions, LLC3,285$20.6 萬0.22%
Lido Advisors, LLC3,252$20.4 萬0.00%
Longboard Asset Management, LP3,250$20.4 萬0.33%
GTS Securities LLC3,230$20.3 萬0.01%
Lafayette Investments, Inc.3,200$20.1 萬0.04%
Perigon Wealth Management, LLC3,190$20.0 萬0.00%
Advisory Services Network, LLC2,284$14.3 萬0.00%
Mirae Asset Global ETFs Holdings Ltd.1,927$12.1 萬0.00%
Quadrant Capital Group LLC1,322$8.29 萬0.00%
Mather Group, LLC.1,011$6.34 萬0.00%
Community Bank, N.A.772$4.84 萬0.01%
Oakworth Capital, Inc.708$4.44 萬0.00%
Root Financial Partners, LLC702$4.40 萬0.00%
Brown Brothers Harriman & Co647$4.06 萬0.00%
Motco642$4.03 萬0.00%
Quarry LP519$3.25 萬0.01%
Wealthspire Advisors, LLC347$2.18 萬0.00%
Bokf, NA276$1.73 萬0.00%
Albion Financial Group273$1.71 萬0.00%
Raiffeisen Bank International AG262$1.70 萬0.00%
Financial Consulate, Inc261$1.64 萬0.00%
High Note Wealth, LLC258$1.62 萬0.00%
Clayton Financial Group LLC210$1.32 萬0.01%
Deseret Mutual Benefit Administrators175$1.10 萬0.00%
Cape Investment Advisory, Inc.114$7,1480.01%
First Horizon Corp111$6,9590.00%
JPL Wealth Management, LLC110$6,8970.00%
Meeder Asset Management Inc107$6,7090.00%
Teachers Insurance & Annuity Association of America101$6,3330.01%

清倉機構(44 家)

2025 年第 2 季季末持有 Carlyle Group Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 CG 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
LGT Capital Partners Ltd.764,000$3,927 萬
Alyeska Investment Group, L.P.549,334$2,824 萬
Gillson Capital LP544,213$2,797 萬
Weiss Asset Management LP495,199$2,545 萬
Algebris (UK) Ltd392,871$2,016 萬
Dark Forest Capital Management LP56,326$289.5 萬
Andra AP-fonden54,000$277.6 萬
Elo Mutual Pension Insurance Co26,879$138.2 萬
New York Life Investment Management LLC23,721$121.9 萬
Jain Global LLC17,555$90.2 萬
Aster Capital Management (DIFC) Ltd15,355$78.9 萬
Segall Bryant & Hamill, LLC13,000$66.8 萬
Brevan Howard Capital Management LP12,036$61.9 萬
AXA S.A.10,578$54.4 萬
Old Mission Capital LLC9,780$50.3 萬
Two Sigma Securities, LLC7,908$40.6 萬
Fort Point Capital Partners LLC5,025$25.8 萬
Teza Capital Management LLC5,013$25.8 萬
Twin Tree Management, LP4,909$25.2 萬
M&T Bank Corp4,835$24.9 萬
Meiji Yasuda Life Insurance Co4,679$24.1 萬
Absolute Gestao de Investimentos Ltda.4,235$21.8 萬
Revisor Wealth Management LLC3,528$20.6 萬
Thurston, Springer, Miller, Herd & Titak, Inc.4,008$20.6 萬
Guggenheim Capital LLC3,969$20.4 萬
Baltimore-Washington Financial Advisors, Inc.3,949$20.3 萬
Skopos Labs, Inc.3,825$19.7 萬
Bryn Mawr Trust Co1,331$6.84 萬
Ameritas Advisory Services, LLC737$3.79 萬
NewSquare Capital LLC667$3.43 萬
Geneos Wealth Management Inc.665$3.42 萬
Raffa Wealth Management, LLC653$3.36 萬
Kestra Investment Management, LLC647$3.10 萬
Twin Peaks Wealth Advisors, LLC292$1.89 萬
Signaturefd, LLC262$1.35 萬
Atticus Wealth Management, LLC250$1.28 萬
Acadian Asset Management LLC237$1.20 萬
Riggs Asset Managment Co. Inc.182$9,355
Mount Yale Investment Advisors, LLC65$3,341
Trifecta Capital Advisors, LLC34$1,748
WealthTrak Capital Management LLC15$771
Total Investment Management Inc11$565
Whipplewood Advisors, LLC11$565
Stephens Consulting, LLC1$52

尚未申報 2025 年第 3 季的機構(9 家)

2025 年第 2 季季末持有 Carlyle Group Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 CG、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank2,920,658$1.50 億
Congress Wealth Management LLC89,608$460.6 萬
CIBC World Markets Corp9,777$50.3 萬
Avantax Advisory Services, Inc.6,626$34.1 萬
Breed's Hill Capital LLC4,000$20.6 萬
Iron Horse Wealth Management, LLC1,664$8.55 萬
First Horizon Advisors, Inc.385$1.98 萬
Oliver Lagore Vanvalin Investment Group66$2,860
Parkworth Wealth Management, Inc.15$771