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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 10,077 | $63.2 萬 | 0.01% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 10,354 | $64.9 萬 | 0.09% | +927+9.8% | 加碼 |
| SRS Capital Advisors, Inc. | 10,369 | $65.0 萬 | 0.01% | +9,915+2,183.9% | 加碼 |
| TBH Global Asset Management, LLC | 10,379 | $65.1 萬 | 0.13% | −246−2.3% | 減碼 |
| Tritonpoint Wealth, LLC | 10,513 | $65.9 萬 | 0.06% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,665 | $66.9 萬 | 0.07% | −250−2.3% | 減碼 |
| FJ Capital Management LLC | 10,696 | $67.1 萬 | 0.07% | +6,750+171.1% | 加碼 |
| Bearing Point Capital, LLC | 10,775 | $67.6 萬 | 0.12% | −60−0.6% | 減碼 |
| Fort Sheridan Advisors LLC | 10,800 | $67.7 萬 | 0.09% | 00.0% | 不變 |
| Macquarie Group Ltd | 10,859 | $68.1 萬 | 0.00% | −685−5.9% | 減碼 |
| AXA Investment Managers S.A. | 10,949 | $68.7 萬 | 0.00% | +10,949 | 新進 |
| Catalyst Capital Advisors LLC | 11,000 | $69.0 萬 | 0.01% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 11,023 | $69.1 萬 | 0.01% | +5,314+93.1% | 加碼 |
| ProShare Advisors LLC | 11,076 | $69.4 萬 | 0.00% | +1,623+17.2% | 加碼 |
| North Star Investment Management Corp. | 11,079 | $69.5 萬 | 0.04% | −546−4.7% | 減碼 |
| Warren Averett Asset Management, LLC | 11,228 | $70.4 萬 | 0.01% | +5,855+109.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 11,257 | $70.6 萬 | 0.02% | −464−4.0% | 減碼 |
| Park Avenue Securities LLC | 11,321 | $71.0 萬 | 0.01% | −1,361−10.7% | 減碼 |
| McGowan Group Asset Management, Inc. | 11,469 | $71.9 萬 | 0.09% | +12+0.1% | 加碼 |
| Marshall Wace, LLP | 11,591 | $72.7 萬 | 0.00% | +11,591 | 新進 |
| Storebrand Asset Management AS | 11,594 | $72.7 萬 | 0.00% | +2,654+29.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,598 | $72.7 萬 | 0.01% | +895+8.4% | 加碼 |
| Retireful, LLC | 11,703 | $73.4 萬 | 0.71% | +11,703 | 新進 |
| HB Wealth Management, LLC | 11,916 | $74.7 萬 | 0.01% | +638+5.7% | 加碼 |
| VestGen Advisors, LLC | 11,935 | $74.8 萬 | 0.02% | +11,935 | 新進 |
| Janus Henderson Group PLC | 12,173 | $76.3 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 12,245 | $76.8 萬 | 0.00% | +983+8.7% | 加碼 |
| First Manhattan Co | 12,250 | $76.8 萬 | 0.00% | −1,825−13.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 12,513 | $78.4 萬 | 0.05% | −1,150−8.4% | 減碼 |
| Stiles Financial Services Inc | 12,516 | $78.5 萬 | 0.25% | +342+2.8% | 加碼 |
| Guinness Asset Management LTD | 12,201 | $79.2 萬 | 0.01% | −216−1.7% | 減碼 |
| Empowered Funds, LLC | 12,877 | $80.7 萬 | 0.01% | +5,599+76.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 13,191 | $82.7 萬 | 0.01% | +50.0% | 加碼 |
| Maryland State Retirement & Pension System | 13,486 | $84.6 萬 | 0.02% | +775+6.1% | 加碼 |
| Davenport & Co LLC | 13,525 | $84.8 萬 | 0.00% | +794+6.2% | 加碼 |
| US Bancorp | 13,568 | $85.1 萬 | 0.00% | −156−1.1% | 減碼 |
| CIBC Asset Management Inc | 14,215 | $89.1 萬 | 0.00% | +67+0.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 14,533 | $91.1 萬 | 0.00% | +10,370+249.1% | 加碼 |
| Stablepoint Partners, LLC | 14,562 | $91.3 萬 | 0.14% | +20.0% | 加碼 |
| Waterway Wealth Management, LLC | 14,676 | $92.0 萬 | 0.22% | +14,676 | 新進 |
| Friedenthal Financial | 14,847 | $93.1 萬 | 0.48% | +14,847 | 新進 |
| Nilsine Partners, LLC | 15,134 | $94.9 萬 | 0.09% | +15,134 | 新進 |
| Mackenzie Financial Corp | 15,260 | $95.7 萬 | 0.00% | +15,260 | 新進 |
| Arete Wealth Advisors, LLC | 15,365 | $96.3 萬 | 0.06% | −293−1.9% | 減碼 |
| Avanza Fonder AB | 15,407 | $96.6 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,453 | $96.9 萬 | 0.00% | −2,225−12.6% | 減碼 |
| SummitTX Capital, L.P. | 15,659 | $98.2 萬 | 0.04% | +15,659 | 新進 |
| Clearstead Advisors, LLC | 15,671 | $98.3 萬 | 0.01% | −1,522−8.9% | 減碼 |
| Baldwin Brothers Inc | 15,720 | $98.6 萬 | 0.06% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 15,745 | $98.7 萬 | 0.00% | −1,851−10.5% | 減碼 |
| Stonegate Management LLC | 16,000 | $100.3 萬 | 0.66% | +16,000 | 新進 |
| O'Rourke & Company, Inc | 16,132 | $101.1 萬 | 0.42% | −376−2.3% | 減碼 |
| SMH Capital Advisors Inc | 19,005 | $101.3 萬 | 2.07% | −47−0.2% | 減碼 |
| Sterling Capital Management LLC | 16,170 | $101.4 萬 | 0.01% | −1,239−7.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,248 | $101.9 萬 | 0.04% | −600−3.6% | 減碼 |
| Synovus Financial Corp | 16,330 | $102.4 萬 | 0.01% | −87−0.5% | 減碼 |
| 44 Wealth Management LLC | 16,366 | $102.6 萬 | 0.35% | +154+0.9% | 加碼 |
| TD Private Client Wealth LLC | 16,434 | $103.0 萬 | 0.02% | +954+6.2% | 加碼 |
| Impax Asset Management Group plc | 16,691 | $104.7 萬 | 0.01% | +16,691 | 新進 |
| Creative Planning | 16,827 | $105.5 萬 | 0.00% | −3,149−15.8% | 減碼 |
| TD Waterhouse Canada Inc. | 17,716 | $107.7 萬 | 0.01% | −559−3.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 17,235 | $108.1 萬 | 0.04% | −6,790−28.3% | 減碼 |
| Pathstone Holdings, LLC | 17,887 | $112.1 萬 | 0.00% | +1,528+9.3% | 加碼 |
| Journey Strategic Wealth LLC | 18,002 | $112.9 萬 | 0.03% | −238−1.3% | 減碼 |
| CenterBook Partners LP | 18,210 | $114.2 萬 | 0.06% | +5,206+40.0% | 加碼 |
| Intrepid Capital Management Inc | 18,585 | $116.5 萬 | 0.46% | −660−3.4% | 減碼 |
| Garrison Bradford & Associates Inc | 18,843 | $118.1 萬 | 1.26% | −100−0.5% | 減碼 |
| Arkadios Wealth Advisors | 18,968 | $118.9 萬 | 0.03% | +1,321+7.5% | 加碼 |
| Securian Asset Management, Inc | 19,504 | $122.3 萬 | 0.03% | +3,278+20.2% | 加碼 |
| Captrust Financial Advisors | 19,716 | $123.6 萬 | 0.00% | −7,399−27.3% | 減碼 |
| Daiwa Securities Group Inc. | 19,773 | $124.0 萬 | 0.00% | +600+3.1% | 加碼 |
| Hoertkorn Richard Charles | 20,000 | $125.4 萬 | 0.48% | 00.0% | 不變 |
| Carson Advisory Inc. | 20,026 | $125.6 萬 | 0.68% | −700−3.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $126.0 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 20,111 | $126.1 萬 | 0.01% | +3,000+17.5% | 加碼 |
| Concentric Capital Strategies, LP | 20,206 | $126.7 萬 | 0.06% | +20,206 | 新進 |
| Blair William & Co | 20,259 | $127.0 萬 | 0.00% | +1,080+5.6% | 加碼 |
| Brinker Capital Investments, LLC | 21,202 | $132.9 萬 | 0.01% | +6,180+41.1% | 加碼 |
| Federated Hermes, Inc. | 21,227 | $133.1 萬 | 0.00% | +1,336+6.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 22,011 | $135.6 萬 | 0.00% | +373+1.7% | 加碼 |
| Nordea Investment Management AB | 21,746 | $135.6 萬 | 0.00% | +1,966+9.9% | 加碼 |
| Daymark Wealth Partners, LLC | 21,932 | $137.5 萬 | 0.05% | +3,023+16.0% | 加碼 |
| D.A. Davidson & Co. | 22,132 | $138.8 萬 | 0.01% | −2,740−11.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,358 | $140.2 萬 | 0.01% | −484−2.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 22,534 | $141.3 萬 | 0.01% | +9,985+79.6% | 加碼 |
| Inceptionr LLC | 22,960 | $144.0 萬 | 0.35% | +22,960 | 新進 |
| Mariner, LLC | 23,644 | $148.2 萬 | 0.00% | −9,332−28.3% | 減碼 |
| Zhang Financial LLC | 23,831 | $149.4 萬 | 0.06% | −2,777−10.4% | 減碼 |
| Apollon Wealth Management, LLC | 24,023 | $150.6 萬 | 0.03% | +1,286+5.7% | 加碼 |
| Waterfront Wealth Inc. | 26,063 | $151.1 萬 | 0.31% | 00.0% | 不變 |
| Trexquant Investment LP | 24,173 | $151.6 萬 | 0.02% | −139,469−85.2% | 減碼 |
| ISAM Funds (UK) Ltd | 24,288 | $152.3 萬 | 0.31% | +3,473+16.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $154.4 萬 | 0.01% | −77−0.3% | 減碼 |
| Onyx Bridge Wealth Group LLC | 24,951 | $156.4 萬 | 0.17% | +24,951 | 新進 |
| Maltese Capital Management LLC | 25,000 | $156.8 萬 | 0.24% | +25,000 | 新進 |
| JustInvest LLC | 25,099 | $157.4 萬 | 0.02% | +831+3.4% | 加碼 |
| OP Asset Management Ltd | 25,738 | $161.4 萬 | 0.02% | 00.0% | 不變 |
| Atria Investments LLC | 25,888 | $162.3 萬 | 0.02% | +2,283+9.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 26,246 | $164.6 萬 | 0.02% | −621−2.3% | 減碼 |
| Twin Capital Management Inc | 26,301 | $164.9 萬 | 0.21% | −23,836−47.5% | 減碼 |