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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 828,845 | $5,197 萬 | 0.01% | +420,718+103.1% | 加碼 |
| LPL Financial LLC | 846,385 | $5,307 萬 | 0.02% | +687,105+431.4% | 加碼 |
| Barclays PLC | 924,784 | $5,798 萬 | 0.02% | +257,711+38.6% | 加碼 |
| Davis Asset Management, L.P. | 1,000,000 | $6,270 萬 | 2.23% | −500,000−33.3% | 減碼 |
| Russell Investments Group, Ltd. | 1,040,318 | $6,526 萬 | 0.07% | +616+0.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,048,314 | $6,573 萬 | 0.01% | −426,242−28.9% | 減碼 |
| Azora Capital LP | 1,076,083 | $6,747 萬 | 3.13% | +477,031+79.6% | 加碼 |
| FMR LLC | 1,115,682 | $6,995 萬 | 0.00% | −246,396−18.1% | 減碼 |
| JPMorgan Chase & Co | 1,130,875 | $7,091 萬 | 0.00% | +72,154+6.8% | 加碼 |
| Goldman Sachs Group Inc | 1,199,322 | $7,520 萬 | 0.01% | −996,295−45.4% | 減碼 |
| Balyasny Asset Management LLC | 1,205,933 | $7,561 萬 | 0.15% | +1,205,933 | 新進 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $8,320 萬 | 0.68% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 1,349,922 | $8,464 萬 | 0.02% | −221,273−14.1% | 減碼 |
| Capital International Investors | 1,705,518 | $1.07 億 | 0.02% | −370,256−17.8% | 減碼 |
| Bank of America Corp | 1,958,592 | $1.23 億 | 0.01% | +87,930+4.7% | 加碼 |
| Frontier Capital Management Co LLC | 2,203,897 | $1.38 億 | 1.24% | +316,738+16.8% | 加碼 |
| Royal Bank of Canada | 2,269,053 | $1.42 億 | 0.03% | −1,044,641−31.5% | 減碼 |
| Bank of New York Mellon Corp | 2,319,956 | $1.45 億 | 0.03% | +55,281+2.4% | 加碼 |
| Northern Trust Corp | 2,569,724 | $1.61 億 | 0.02% | +266,077+11.6% | 加碼 |
| Beutel, Goodman & Co Ltd. | 2,622,212 | $1.64 億 | 0.99% | −149,418−5.4% | 減碼 |
| Ameriprise Financial Inc | 2,639,897 | $1.66 億 | 0.04% | −129,734−4.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,953,861 | $1.85 億 | 0.04% | −23,389−0.8% | 減碼 |
| Legal & General Group Plc | 3,083,600 | $1.93 億 | 0.04% | −283,380−8.4% | 減碼 |
| UBS Group AG | 4,037,257 | $2.53 億 | 0.05% | +407,493+11.2% | 加碼 |
| Ariel Investments, LLC | 4,233,386 | $2.65 億 | 2.84% | −472,158−10.0% | 減碼 |
| Geode Capital Management, LLC | 4,920,746 | $3.08 億 | 0.02% | +635,852+14.8% | 加碼 |
| Millennium Management LLC | 4,930,069 | $3.09 億 | 0.24% | +2,938,161+147.5% | 加碼 |
| Alkeon Capital Management LLC | 5,941,316 | $3.73 億 | 1.68% | 00.0% | 不變 |
| Boston Partners | 6,170,124 | $3.87 億 | 0.40% | −621,417−9.1% | 減碼 |
| Massachusetts Financial Services Co | 7,618,075 | $4.78 億 | 0.15% | +479,216+6.7% | 加碼 |
| William Blair Investment Management, LLC | 8,748,975 | $5.49 億 | 1.42% | −1,200,480−12.1% | 減碼 |
| State Street Corp | 9,942,135 | $6.23 億 | 0.02% | +1,720,483+20.9% | 加碼 |
| Morgan Stanley | 10,105,720 | $6.34 億 | 0.04% | +969,946+10.6% | 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 |
| Capital World Investors | 19,975,883 | $12.5 億 | 0.17% | +17,403+0.1% | 加碼 |
| Vanguard Group Inc | 25,434,009 | $15.9 億 | 0.02% | +714,428+2.9% | 加碼 |
| BlackRock, Inc. | 32,501,422 | $20.4 億 | 0.04% | +1,059,335+3.4% | 加碼 |
| Rakuten Investment Management, Inc. | 75,508 | – | – | +75,508 | 新進 |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −764,000−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −549,334−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −544,213−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −495,199−100.0% | 清倉 |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −392,871−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −56,326−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −54,000−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −26,879−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −23,721−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −17,555−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −15,355−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,036−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −10,578−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −9,780−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,908−100.0% | 清倉 |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −5,025−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,013−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,909−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,835−100.0% | 清倉 |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,679−100.0% | 清倉 |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −4,235−100.0% | 清倉 |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −3,528−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −4,008−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,969−100.0% | 清倉 |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,949−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3,825−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,331−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −737−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −667−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −665−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −653−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −647−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −262−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Total Investment Management Inc | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Congress Wealth Management LLC | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Breed's Hill Capital LLC | – | – | – | – | 本季未申報 |
| Iron Horse Wealth Management, LLC | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |