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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 26,505 | $166.2 萬 | 0.53% | −204−0.8% | 減碼 |
| Swedbank AB | 26,842 | $168.3 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 27,274 | $171.0 萬 | 0.00% | −1,945−6.7% | 減碼 |
| FFG Partners, LLC | 27,315 | $171.3 萬 | 0.46% | +27,315 | 新進 |
| Moody National Bank Trust Division | 27,726 | $173.8 萬 | 0.15% | −779−2.7% | 減碼 |
| Tocqueville Asset Management L.P. | 27,850 | $174.6 萬 | 0.03% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 28,086 | $176.1 萬 | 0.01% | +9,918+54.6% | 加碼 |
| State of Alaska, Department of Revenue | 28,162 | $176.5 萬 | 0.02% | +4,212+17.6% | 加碼 |
| Credit Agricole S A | 28,275 | $177.3 萬 | 0.01% | +28,275 | 新進 |
| Meketa Investment Group Inc | 28,398 | $178.1 萬 | 5.84% | −3,471−10.9% | 減碼 |
| Banque Pictet & Cie SA | 28,700 | $179.9 萬 | 0.02% | 00.0% | 不變 |
| Nissay Asset Management Corp | 29,879 | $187.3 萬 | 0.01% | +835+2.9% | 加碼 |
| Bleakley Financial Group, LLC | 30,397 | $190.6 萬 | 0.04% | −7,886−20.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 30,500 | $191.2 萬 | 0.01% | +3,971+15.0% | 加碼 |
| Generali Asset Management SPA SGR | 30,518 | $191.3 萬 | 0.04% | +30,518 | 新進 |
| Wolverine Trading, LLC | 29,611 | $192.1 萬 | 0.04% | −5,872−16.5% | 減碼 |
| Teacher Retirement System of Texas | 30,745 | $192.8 萬 | 0.01% | −4,890−13.7% | 減碼 |
| ExodusPoint Capital Management, LP | 30,989 | $194.3 萬 | 0.03% | +30,989 | 新進 |
| MML Investors Services, LLC | 31,381 | $196.8 萬 | 0.01% | +1,109+3.7% | 加碼 |
| Amica Mutual Insurance Co | 31,766 | $199.2 萬 | 0.18% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 33,743 | $211.6 萬 | 0.01% | −3,191−8.6% | 減碼 |
| Franklin Resources Inc | 33,989 | $213.1 萬 | 0.00% | −18,395−35.1% | 減碼 |
| Pacer Advisors, Inc. | 34,666 | $217.4 萬 | 0.01% | +34,660+577,666.7% | 加碼 |
| Park Circle Co | 34,765 | $218.0 萬 | 1.89% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 35,344 | $221.6 萬 | 0.00% | −12,444−26.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 35,412 | $222.0 萬 | 0.02% | +23,637+200.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 35,872 | $224.9 萬 | 0.00% | +1,709+5.0% | 加碼 |
| Hilltop Holdings Inc. | 36,051 | $226.0 萬 | 0.12% | −1,646−4.4% | 減碼 |
| Truist Financial Corp | 36,593 | $229.4 萬 | 0.00% | −841−2.2% | 減碼 |
| Jane Street Group, LLC | 37,934 | $237.8 萬 | 0.00% | +37,934 | 新進 |
| Sierra Capital LLC | 39,715 | $249.0 萬 | 0.27% | −7,798−16.4% | 減碼 |
| Miller Value Partners, LLC | 40,000 | $250.8 萬 | 0.92% | −30,000−42.9% | 減碼 |
| Sanctuary Advisors, LLC | 40,034 | $251.0 萬 | 0.01% | +1,285+3.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 41,446 | $259.9 萬 | 0.01% | −657−1.6% | 減碼 |
| Diversified Trust Co | 41,626 | $261.0 萬 | 0.05% | +4,280+11.5% | 加碼 |
| Xponance, Inc. | 42,469 | $266.3 萬 | 0.02% | +3,410+8.7% | 加碼 |
| CI Private Wealth, LLC | 42,767 | $268.1 萬 | 0.00% | −6,344−12.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 42,023 | $268.6 萬 | 0.00% | 00.0% | 不變 |
| Utah Retirement Systems | 43,159 | $270.6 萬 | 0.03% | +4,835+12.6% | 加碼 |
| Assenagon Asset Management S.A. | 43,329 | $271.7 萬 | 0.00% | −343,006−88.8% | 減碼 |
| Gotham Asset Management, LLC | 43,467 | $272.5 萬 | 0.01% | −260−0.6% | 減碼 |
| Tredje AP-fonden | 45,367 | $284.5 萬 | 0.02% | +9,360+26.0% | 加碼 |
| Aquatic Capital Management LLC | 45,531 | $285.5 萬 | 0.05% | −19,485−30.0% | 減碼 |
| Quantinno Capital Management LP | 45,664 | $286.3 萬 | 0.01% | +28,463+165.5% | 加碼 |
| Pinebridge Investments, L.P. | 47,256 | $296.3 萬 | 0.02% | +24,410+106.8% | 加碼 |
| Illinois Municipal Retirement Fund | 47,907 | $300.4 萬 | 0.04% | +16,096+50.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 48,818 | $306.1 萬 | 0.09% | +7,296+17.6% | 加碼 |
| IFM Investors Pty Ltd | 48,590 | $310.9 萬 | 0.03% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 49,676 | $311.5 萬 | 0.13% | −4,474−8.3% | 減碼 |
| GFG Capital, LLC | 50,878 | $319.0 萬 | 1.10% | −375−0.7% | 減碼 |
| Handelsbanken Fonder AB | 51,300 | $321.7 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 51,567 | $323.3 萬 | 0.01% | −13,725−21.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,586 | $323.4 萬 | 0.03% | +1,321+2.6% | 加碼 |
| Verition Fund Management LLC | 52,222 | $327.4 萬 | 0.02% | −1,317,154−96.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 52,486 | $329.1 萬 | 0.04% | +8,800+20.1% | 加碼 |
| New Mexico Educational Retirement Board | 53,800 | $337.3 萬 | 0.10% | +10,200+23.4% | 加碼 |
| JRM Investment Counsel, LLC | 54,240 | $340.1 萬 | 1.02% | +54,240 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 55,000 | $344.9 萬 | 0.01% | +55,000 | 新進 |
| Coastal Bridge Advisors, LLC | 56,137 | $352.0 萬 | 0.27% | −2,968−5.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 56,427 | $353.8 萬 | 0.22% | +56,427 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 58,049 | $364.0 萬 | 0.05% | +10,476+22.0% | 加碼 |
| Commonwealth Equity Services, LLC | 60,193 | $377.4 萬 | 0.00% | −15,175−20.1% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 60,635 | $380.2 萬 | 0.19% | −20,550−25.3% | 減碼 |
| KBC Group NV | 61,837 | $387.7 萬 | 0.01% | −21,009−25.4% | 減碼 |
| State of Michigan Retirement System | 62,000 | $388.7 萬 | 0.02% | +10,800+21.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 62,005 | $388.8 萬 | 0.04% | −45,000−42.1% | 減碼 |
| Augustine Asset Management Inc | 62,056 | $389.1 萬 | 0.78% | −1,234−1.9% | 減碼 |
| Woodbridge Co Ltd | 63,000 | $395.0 萬 | 0.01% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 65,002 | $407.6 萬 | 0.15% | −42,037−39.3% | 減碼 |
| Janney Montgomery Scott LLC | 65,630 | $411.5 萬 | 0.01% | −7,400−10.1% | 減碼 |
| Kerusso Capital Management LLC | 65,665 | $411.7 萬 | 2.53% | −3,908−5.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,838 | $419.1 萬 | 0.02% | +12,094+22.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 83,100 | $424.0 萬 | 0.09% | +83,100 | 新進 |
| Arizona State Retirement System | 69,271 | $434.3 萬 | 0.02% | +701+1.0% | 加碼 |
| Cetera Investment Advisers | 69,448 | $435.4 萬 | 0.01% | +7,727+12.5% | 加碼 |
| Chicago Partners Investment Group LLC | 76,689 | $442.6 萬 | 0.12% | −1,718−2.2% | 減碼 |
| Ibex Wealth Advisors | 71,565 | $448.7 萬 | 0.43% | +71,565 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $451.2 萬 | 0.02% | −70−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 72,500 | $454.6 萬 | 0.08% | +12,600+21.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 72,546 | $457.0 萬 | 0.02% | −136−0.2% | 減碼 |
| one8zero8, LLC | 75,080 | $470.8 萬 | 1.02% | −150−0.2% | 減碼 |
| Empire Financial Management Company, LLC | 76,000 | $476.5 萬 | 1.09% | +31,000+68.9% | 加碼 |
| KLP Kapitalforvaltning AS | 76,800 | $481.5 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 78,662 | $493.2 萬 | 0.02% | +70,352+846.6% | 加碼 |
| Prudential Financial Inc | 78,846 | $494.4 萬 | 0.01% | +9,285+13.3% | 加碼 |
| Stanley-Laman Group, Ltd. | 79,636 | $499.3 萬 | 0.71% | −1,402−1.7% | 減碼 |
| Cinctive Capital Management LP | 80,050 | $501.9 萬 | 0.25% | −73,491−47.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 80,080 | $502.1 萬 | 0.04% | +12,500+18.5% | 加碼 |
| HighTower Advisors, LLC | 81,455 | $510.7 萬 | 0.01% | +29,249+56.0% | 加碼 |
| Public Employees Retirement System of Ohio | 81,702 | $512.3 萬 | 0.02% | +507+0.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 82,272 | $515.8 萬 | 0.78% | −7,180−8.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 82,591 | $517.8 萬 | 0.02% | +6,442+8.5% | 加碼 |
| Cerity Partners LLC | 84,110 | $527.4 萬 | 0.01% | −3,127−3.6% | 減碼 |
| Yousif Capital Management, LLC | 84,209 | $528.0 萬 | 0.06% | +9,302+12.4% | 加碼 |
| Asset Management One Co.,Ltd. | 85,833 | $538.2 萬 | 0.02% | −1,768−2.0% | 減碼 |
| Aviva PLC | 86,401 | $541.7 萬 | 0.01% | +76,485+771.3% | 加碼 |
| Sound Income Strategies, LLC | 91,892 | $543.1 萬 | 0.30% | +2,225+2.5% | 加碼 |
| State of Tennessee, Treasury Department | 87,232 | $546.9 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 89,499 | $561.2 萬 | 0.07% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 90,246 | $565.8 萬 | 0.17% | +90,246 | 新進 |