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 4 季 13F 持有人
Carlyle Group Inc. 在 2025/12/31 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
- 627
- 較 2025 年第 3 季 +4 家
- 持有股數
- 2.29 億
- 較 2025 年第 3 季 +179.5 萬 (+0.8%)
- 總市值
- $135.4 億
- 較 2025 年第 3 季 −$7.03 億 (−4.9%)
- 新進機構
- 81
- 另有 203 家加碼
- 清倉機構
- 77
- 另有 227 家減碼
另有 15 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30,696,459 | $18.1 億 | 0.03% | −1,804,963−5.6% | 減碼 |
| Vanguard Group Inc | 26,368,246 | $15.6 億 | 0.02% | +934,237+3.7% | 加碼 |
| Capital World Investors | 19,970,879 | $11.8 億 | 0.16% | −5,0040.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 15,198,269 | $8.98 億 | 1.14% | +4,270,119+39.1% | 加碼 |
| Morgan Stanley | 10,189,948 | $6.02 億 | 0.04% | +84,228+0.8% | 加碼 |
| State Street Corp | 9,545,119 | $5.64 億 | 0.02% | −397,016−4.0% | 減碼 |
| Millennium Management LLC | 8,340,531 | $4.93 億 | 0.35% | +3,410,462+69.2% | 加碼 |
| Massachusetts Financial Services Co | 7,735,298 | $4.57 億 | 0.15% | +117,223+1.5% | 加碼 |
| William Blair Investment Management, LLC | 7,131,902 | $4.22 億 | 1.18% | −1,617,073−18.5% | 減碼 |
| Alkeon Capital Management LLC | 5,941,316 | $3.51 億 | 1.54% | 00.0% | 不變 |
| Boston Partners | 5,533,198 | $3.27 億 | 0.34% | −636,926−10.3% | 減碼 |
| Geode Capital Management, LLC | 4,999,880 | $2.95 億 | 0.02% | +79,134+1.6% | 加碼 |
| Norges Bank | 4,876,621 | $2.88 億 | 0.03% | +4,876,621 | 新進 |
| Ariel Investments, LLC | 3,950,333 | $2.34 億 | 2.52% | −283,053−6.7% | 減碼 |
| Legal & General Group Plc | 3,260,377 | $1.93 億 | 0.04% | +176,777+5.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,176,369 | $1.88 億 | 0.04% | +222,508+7.5% | 加碼 |
| UBS Group AG | 2,536,538 | $1.50 億 | 0.03% | −1,500,719−37.2% | 減碼 |
| Ameriprise Financial Inc | 2,505,449 | $1.48 億 | 0.03% | −134,448−5.1% | 減碼 |
| Northern Trust Corp | 2,483,003 | $1.47 億 | 0.02% | −86,721−3.4% | 減碼 |
| Beutel, Goodman & Co Ltd. | 2,435,137 | $1.44 億 | 0.88% | −187,075−7.1% | 減碼 |
| FMR LLC | 2,366,678 | $1.40 億 | 0.01% | +1,250,996+112.1% | 加碼 |
| Bank of New York Mellon Corp | 2,024,585 | $1.20 億 | 0.02% | −295,371−12.7% | 減碼 |
| Capital International Investors | 1,713,670 | $1.01 億 | 0.02% | +8,152+0.5% | 加碼 |
| Bank of America Corp | 1,490,564 | $8,811 萬 | 0.01% | −468,028−23.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,380,227 | $8,159 萬 | 0.02% | +30,305+2.2% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $7,844 萬 | 0.63% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,240,060 | $7,330 萬 | 0.01% | +40,738+3.4% | 加碼 |
| Invesco Ltd. | 1,116,227 | $6,598 萬 | 0.01% | +399,895+55.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,067,055 | $6,307 萬 | 0.01% | +18,741+1.8% | 加碼 |
| Davis Asset Management, L.P. | 1,000,000 | $5,911 萬 | 2.12% | 00.0% | 不變 |
| JPMorgan Chase & Co | 979,203 | $5,788 萬 | 0.00% | −151,672−13.4% | 減碼 |
| Russell Investments Group, Ltd. | 933,532 | $5,520 萬 | 0.06% | −106,786−10.3% | 減碼 |
| LPL Financial LLC | 929,773 | $5,496 萬 | 0.02% | +83,388+9.9% | 加碼 |
| Algebris (UK) Ltd | 853,254 | $5,046 萬 | 4.00% | +853,254 | 新進 |
| Amundi | 818,535 | $4,838 萬 | 0.01% | +552,724+207.9% | 加碼 |
| Marshall Wace, LLP | 742,257 | $4,387 萬 | 0.04% | +730,666+6,303.7% | 加碼 |
| Franklin Street Advisors Inc | 724,039 | $4,280 萬 | 2.44% | +51,224+7.6% | 加碼 |
| Rhumbline Advisers | 702,878 | $4,155 萬 | 0.03% | −27,989−3.8% | 減碼 |
| Nuveen, LLC | 672,647 | $3,976 萬 | 0.01% | −156,198−18.8% | 減碼 |
| Private Management Group Inc | 663,941 | $3,925 萬 | 1.14% | −4,887−0.7% | 減碼 |
| Argent Capital Management LLC | 602,893 | $3,564 萬 | 1.01% | −22,036−3.5% | 減碼 |
| Deutsche Bank AG | 594,117 | $3,512 萬 | 0.01% | +261,188+78.5% | 加碼 |
| Raymond James Financial Inc | 589,759 | $3,486 萬 | 0.01% | −88,262−13.0% | 減碼 |
| Principal Financial Group Inc | 558,049 | $3,299 萬 | 0.02% | −20,369−3.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 507,574 | $3,000 萬 | 0.02% | −2,537−0.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 507,540 | $3,000 萬 | 0.02% | −27,043−5.1% | 減碼 |
| Frontier Capital Management Co LLC | 498,991 | $2,950 萬 | 0.31% | −1,704,906−77.4% | 減碼 |
| Rockefeller Capital Management L.P. | 480,565 | $2,841 萬 | 0.05% | −3,133−0.6% | 減碼 |
| Assetmark, Inc | 471,035 | $2,784 萬 | 0.06% | −88,253−15.8% | 減碼 |
| California Public Employees Retirement System | 463,613 | $2,740 萬 | 0.02% | +14,924+3.3% | 加碼 |
| Deprince Race & Zollo Inc | 461,245 | $2,726 萬 | 0.52% | +127,681+38.3% | 加碼 |
| Envestnet Asset Management Inc | 459,370 | $2,715 萬 | 0.01% | −164,194−26.3% | 減碼 |
| Freestone Grove Partners LP | 444,142 | $2,625 萬 | 0.19% | +444,142 | 新進 |
| Alliancebernstein L.P. | 443,301 | $2,620 萬 | 0.01% | −3,532−0.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 434,992 | $2,571 萬 | 0.02% | +21,590+5.2% | 加碼 |
| Walleye Capital LLC | 434,290 | $2,567 萬 | 0.15% | +243,709+127.9% | 加碼 |
| Sirios Capital Management L P | 433,852 | $2,564 萬 | 3.19% | +17,712+4.3% | 加碼 |
| Royal Bank of Canada | 409,012 | $2,418 萬 | 0.00% | −1,860,041−82.0% | 減碼 |
| Barclays PLC | 406,735 | $2,404 萬 | 0.01% | −518,049−56.0% | 減碼 |
| Wells Fargo & Company | 390,440 | $2,308 萬 | 0.00% | −2,588−0.7% | 減碼 |
| Great West Life Assurance Co | 360,547 | $2,131 萬 | 0.04% | +13,041+3.8% | 加碼 |
| California State Teachers Retirement System | 330,794 | $1,955 萬 | 0.02% | −12,234−3.6% | 減碼 |
| Natixis Advisors, L.P. | 325,446 | $1,924 萬 | 0.03% | −74,412−18.6% | 減碼 |
| Retirement Systems of Alabama | 311,436 | $1,841 萬 | 0.06% | −3,436−1.1% | 減碼 |
| CSM Advisors, LLC | 308,727 | $1,825 萬 | 0.50% | −30,276−8.9% | 減碼 |
| Kames Capital plc | 306,433 | $1,810 萬 | 0.22% | −55,461−15.3% | 減碼 |
| Sargent Investment Group, LLC | 305,087 | $1,803 萬 | 2.26% | −2,380−0.8% | 減碼 |
| CastleKnight Management LP | 265,376 | $1,569 萬 | 0.89% | +145,100+120.6% | 加碼 |
| Sit Investment Associates Inc | 262,040 | $1,549 萬 | 0.30% | +69,624+36.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 252,313 | $1,491 萬 | 2.24% | +5,124+2.1% | 加碼 |
| DnB Asset Management AS | 242,813 | $1,435 萬 | 0.05% | −21,902−8.3% | 減碼 |
| Balyasny Asset Management LLC | 226,712 | $1,340 萬 | 0.03% | −979,221−81.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 220,132 | $1,340 萬 | 0.01% | +12,000+5.8% | 加碼 |
| Bank of Montreal | 221,428 | $1,309 萬 | 0.01% | +9,765+4.6% | 加碼 |
| Korea Investment CORP | 221,096 | $1,307 萬 | 0.03% | −1,400−0.6% | 減碼 |
| Citadel Advisors LLC | 219,275 | $1,296 萬 | 0.01% | +118,513+117.6% | 加碼 |
| First Trust Advisors LP | 217,844 | $1,288 萬 | 0.01% | −43,790−16.7% | 減碼 |
| Brown Advisory Inc | 212,424 | $1,256 萬 | 0.02% | +2,620+1.2% | 加碼 |
| Price T Rowe Associates Inc | 212,114 | $1,254 萬 | 0.00% | +9,396+4.6% | 加碼 |
| Royal London Asset Management Ltd | 210,864 | $1,246 萬 | 0.03% | −5,656−2.6% | 減碼 |
| National Bank of Canada | 209,592 | $1,237 萬 | 0.01% | +26,478+14.5% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 204,623 | $1,210 萬 | 0.94% | −28,431−12.2% | 減碼 |
| MetLife Investment Management | 197,712 | $1,169 萬 | 0.06% | +63,839+47.7% | 加碼 |
| Oppenheimer & Co Inc | 193,458 | $1,144 萬 | 0.16% | −2,780−1.4% | 減碼 |
| SOL Capital Management CO | 185,934 | $1,099 萬 | 0.99% | −2,305−1.2% | 減碼 |
| PEAK6 LLC | 177,675 | $1,050 萬 | 0.29% | +84,855+91.4% | 加碼 |
| Standard Life Aberdeen plc | 175,708 | $1,039 萬 | 0.02% | −7,502−4.1% | 減碼 |
| Citigroup Inc | 172,826 | $1,022 萬 | 0.01% | +51,320+42.2% | 加碼 |
| AQR Capital Management LLC | 168,598 | $996.6 萬 | 0.01% | +12,800+8.2% | 加碼 |
| Lazard Asset Management LLC | 164,714 | $973.6 萬 | 0.02% | +2,908+1.8% | 加碼 |
| Gator Capital Management, LLC | 164,135 | $970.2 萬 | 2.01% | +1,370+0.8% | 加碼 |
| Forsta Ap-Fonden | 164,100 | $970.0 萬 | 0.06% | +2,500+1.5% | 加碼 |
| Stifel Financial Corp | 162,901 | $962.9 萬 | 0.01% | −11,550−6.6% | 減碼 |
| Channing Capital Management, LLC | 159,229 | $941.2 萬 | 0.24% | −12,526−7.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 158,087 | $934.5 萬 | 0.02% | 00.0% | 不變 |
| Wesbanco Bank Inc | 158,018 | $934.0 萬 | 0.26% | +15,618+11.0% | 加碼 |
| Bamco Inc | 157,000 | $928.0 萬 | 0.03% | −10,076−6.0% | 減碼 |
| River Road Asset Management, LLC | 152,601 | $902.0 萬 | 0.10% | −3,670−2.3% | 減碼 |
| Thrivent Financial for Lutherans | 151,087 | $893.1 萬 | 0.02% | +12,504+9.0% | 加碼 |
| New York State Common Retirement Fund | 148,695 | $878.9 萬 | 0.01% | −58,700−28.3% | 減碼 |