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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 4,500 | $28.2 萬 | 0.00% | +4,500 | 新進 |
| Investment Partners Asset Management, Inc. | 4,528 | $28.4 萬 | 0.19% | 00.0% | 不變 |
| Vestcor Inc | 4,543 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| Center For Asset Management LLC | 4,586 | $28.8 萬 | 0.15% | −447−8.9% | 減碼 |
| Spire Wealth Management | 4,649 | $29.1 萬 | 0.01% | −811−14.9% | 減碼 |
| Stelac Advisory Services LLC | 4,686 | $29.4 萬 | 0.10% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 4,817 | $30.2 萬 | 0.01% | −503−9.5% | 減碼 |
| BFSG, LLC | 4,915 | $30.8 萬 | 0.03% | −2,430−33.1% | 減碼 |
| Commerce Bank | 4,949 | $31.0 萬 | 0.00% | +4,949 | 新進 |
| Harbor Investment Advisory, LLC | 5,000 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,120 | $32.1 萬 | 0.19% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,145 | $32.3 萬 | 0.01% | +9+0.2% | 加碼 |
| Cary Street Partners Financial LLC | 5,200 | $32.6 萬 | 0.01% | −43−0.8% | 減碼 |
| Tranquility Partners, LLC | 5,221 | $32.7 萬 | 0.11% | +979+23.1% | 加碼 |
| Cassaday & Co Wealth Management LLC | 5,363 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 5,429 | $34.0 萬 | 0.01% | −416−7.1% | 減碼 |
| Volterra Technologies LP | 5,528 | $34.7 萬 | 0.23% | +5,528 | 新進 |
| NorthRock Partners, LLC | 5,634 | $35.3 萬 | 0.01% | +5,634 | 新進 |
| Prentice Wealth Management LLC | 5,673 | $35.6 萬 | 0.09% | +57+1.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 5,696 | $35.7 萬 | 0.02% | +65+1.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,800 | $36.4 萬 | 0.10% | −300−4.9% | 減碼 |
| MJP Associates Inc | 5,814 | $36.5 萬 | 0.05% | −50−0.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,822 | $36.5 萬 | 0.00% | +5,822 | 新進 |
| Equitable Holdings, Inc. | 5,829 | $36.5 萬 | 0.00% | +5,829 | 新進 |
| Toroso Investments, LLC | 5,849 | $36.7 萬 | 0.00% | +5,849 | 新進 |
| Edmond de Rothschild Holding S.A. | 5,850 | $36.7 萬 | 0.01% | −7,091−54.8% | 減碼 |
| Profund Advisors LLC | 5,909 | $37.0 萬 | 0.01% | +1,381+30.5% | 加碼 |
| Pictet North America Advisors SA | 5,950 | $37.3 萬 | 0.03% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 5,951 | $37.3 萬 | 0.02% | +5,951 | 新進 |
| We Are One Seven, LLC | 5,961 | $37.4 萬 | 0.01% | +1,236+26.2% | 加碼 |
| Advisor OS, LLC | 5,972 | $37.4 萬 | 0.03% | −580−8.9% | 減碼 |
| GWM Advisors LLC | 5,981 | $37.5 萬 | 0.00% | +465+8.4% | 加碼 |
| Pallas Capital Advisors LLC | 6,022 | $37.8 萬 | 0.01% | +22+0.4% | 加碼 |
| Spirit of America Management Corp | 6,050 | $37.9 萬 | 0.08% | 00.0% | 不變 |
| STRS Ohio | 6,253 | $39.2 萬 | 0.00% | −25,317−80.2% | 減碼 |
| Visionary Wealth Advisors | 6,261 | $39.3 萬 | 0.02% | +20.0% | 加碼 |
| Wedmont Private Capital | 6,380 | $39.3 萬 | 0.01% | +549+9.4% | 加碼 |
| Diversify Advisory Services, LLC | 7,643 | $39.6 萬 | 0.01% | −1,076−12.3% | 減碼 |
| Bank of Nova Scotia | 6,348 | $39.9 萬 | 0.00% | −18,122−74.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 6,396 | $40.1 萬 | 0.01% | +1,647+34.7% | 加碼 |
| Equitable Trust Co | 6,482 | $40.6 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 6,485 | $40.7 萬 | 0.02% | −2,753−29.8% | 減碼 |
| Sterneck Capital Management, LLC | 6,569 | $41.2 萬 | 0.19% | −3,900−37.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,577 | $41.2 萬 | 0.02% | +711+12.1% | 加碼 |
| DMG Group, LLC | 6,594 | $41.3 萬 | 0.29% | +205+3.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 6,663 | $41.8 萬 | 0.00% | −759−10.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,685 | $41.9 萬 | 0.02% | +145+2.2% | 加碼 |
| Triangle Securities Wealth Management | 6,768 | $42.4 萬 | 0.10% | −502−6.9% | 減碼 |
| Summit Financial, LLC | 6,825 | $42.8 萬 | 0.01% | −330−4.6% | 減碼 |
| Fayez Sarofim & Co | 6,849 | $42.9 萬 | 0.00% | 00.0% | 不變 |
| Vident Advisory, LLC | 6,961 | $43.6 萬 | 0.00% | −348−4.8% | 減碼 |
| PFG Investments, LLC | 6,999 | $43.9 萬 | 0.02% | −997−12.5% | 減碼 |
| Blue Rock Wealth Management LLC | 7,000 | $43.9 萬 | 0.27% | +1,000+16.7% | 加碼 |
| SlateStone Wealth, LLC | 7,029 | $44.1 萬 | 0.04% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Glenview Trust Co | 7,109 | $44.6 萬 | 0.01% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 7,115 | $44.6 萬 | 0.00% | −74−1.0% | 減碼 |
| Principle Wealth Partners LLC | 7,131 | $44.7 萬 | 0.03% | 00.0% | 不變 |
| Sym Financial Corp | 7,236 | $45.4 萬 | 0.05% | −5,749−44.3% | 減碼 |
| Oak Thistle LLC | 7,325 | $45.9 萬 | 0.07% | +7,325 | 新進 |
| NewEdge Wealth, LLC | 8,845 | $46.0 萬 | 0.01% | +44+0.5% | 加碼 |
| Kovack Advisors, Inc. | 7,502 | $47.0 萬 | 0.04% | −1,510−16.8% | 減碼 |
| Integrated Wealth Concepts LLC | 7,520 | $47.2 萬 | 0.00% | +3,101+70.2% | 加碼 |
| Snowden Capital Advisors LLC | 7,529 | $47.2 萬 | 0.01% | +3,126+71.0% | 加碼 |
| Shelton Capital Management | 7,560 | $47.4 萬 | 0.01% | 00.0% | 不變 |
| EdgeRock Capital LLC | 7,573 | $47.5 萬 | 0.13% | +46+0.6% | 加碼 |
| 1832 Asset Management L.P. | 7,650 | $48.0 萬 | 0.00% | +915+13.6% | 加碼 |
| Triad Wealth Partners, LLC | 7,657 | $48.0 萬 | 0.06% | +650+9.3% | 加碼 |
| Everence Capital Management Inc | 7,720 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Intech Investment Management LLC | 7,740 | $48.5 萬 | 0.00% | +7,740 | 新進 |
| National Pension Service | 7,810 | $49.0 萬 | 0.00% | +3,982+104.0% | 加碼 |
| Jones Financial Companies LLLP | 7,667 | $49.0 萬 | 0.00% | +1,518+24.7% | 加碼 |
| Axq Capital, LP | 7,927 | $49.7 萬 | 0.19% | −12,643−61.5% | 減碼 |
| EntryPoint Capital, LLC | 7,936 | $49.8 萬 | 0.19% | +3,484+78.3% | 加碼 |
| Verdence Capital Advisors LLC | 8,752 | $51.0 萬 | 0.03% | −2,921−25.0% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,374 | $52.5 萬 | 0.01% | +4,013+92.0% | 加碼 |
| CIBC Bancorp USA Inc. | 8,417 | $52.8 萬 | 0.00% | +8,417 | 新進 |
| GAMMA Investing LLC | 8,564 | $53.7 萬 | 0.03% | +522+6.5% | 加碼 |
| E&G Advisors, LP | 8,600 | $53.9 萬 | 0.13% | 00.0% | 不變 |
| Winton Group Ltd | 8,601 | $53.9 萬 | 0.02% | +8,601 | 新進 |
| Colony Group, LLC | 10,209 | $54.1 萬 | 0.00% | +3,752+58.1% | 加碼 |
| QRG Capital Management, Inc. | 8,716 | $54.7 萬 | 0.01% | −9,658−52.6% | 減碼 |
| Private Advisor Group, LLC | 8,752 | $54.9 萬 | 0.00% | +3,444+64.9% | 加碼 |
| Allstate Corp | 8,765 | $55.0 萬 | 0.01% | +8,765 | 新進 |
| Forum Financial Management, LP | 8,908 | $55.9 萬 | 0.01% | +882+11.0% | 加碼 |
| Jefferies Financial Group Inc. | 9,000 | $56.4 萬 | 0.01% | −166,000−94.9% | 減碼 |
| Fiduciary Group LLC | 9,000 | $56.4 萬 | 0.05% | 00.0% | 不變 |
| Promethium Advisors,llc | 9,049 | $56.7 萬 | 0.33% | −2,174−19.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,109 | $57.1 萬 | 0.23% | −2,062−18.5% | 減碼 |
| Ritholtz Wealth Management | 9,125 | $57.2 萬 | 0.01% | +9,125 | 新進 |
| Everhart Financial Group, Inc. | 9,141 | $57.3 萬 | 0.06% | +1,744+23.6% | 加碼 |
| Greenwood Capital Associates LLC | 9,155 | $57.4 萬 | 0.07% | −857−8.6% | 減碼 |
| Allianz Asset Management GmbH | 9,362 | $58.7 萬 | 0.00% | +1,079+13.0% | 加碼 |
| Virginia Retirement Systems Et Al | 9,400 | $58.9 萬 | 0.00% | +9,400 | 新進 |
| Schonfeld Strategic Advisors LLC | 9,759 | $61.2 萬 | 0.00% | −61,577−86.3% | 減碼 |
| Schroder Investment Management Group | 9,843 | $61.7 萬 | 0.00% | +5,357+119.4% | 加碼 |
| Advisors Asset Management, Inc. | 9,990 | $62.6 萬 | 0.01% | +3,264+48.5% | 加碼 |
| Moors & Cabot, Inc. | 10,029 | $62.9 萬 | 0.03% | −1,000−9.1% | 減碼 |