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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4,586 | $27.1 萬 | 0.00% | +2,797+156.3% | 加碼 |
| Havemeyer Place LP | 4,645 | $27.5 萬 | 0.05% | +4,645 | 新進 |
| Dynamic Advisor Solutions LLC | 4,672 | $27.6 萬 | 0.01% | −145−3.0% | 減碼 |
| Macquarie Group Ltd | 4,686 | $27.7 萬 | 0.00% | −6,173−56.8% | 減碼 |
| Triad Wealth Partners, LLC | 4,844 | $28.6 萬 | 0.03% | −2,813−36.7% | 減碼 |
| Jump Financial, LLC | 4,873 | $28.8 萬 | 0.00% | +4,873 | 新進 |
| BFSG, LLC | 4,915 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Tranquility Partners, LLC | 4,933 | $29.2 萬 | 0.11% | −288−5.5% | 減碼 |
| Hamilton Capital Partners Inc. | 4,976 | $29.4 萬 | 0.01% | −453−8.3% | 減碼 |
| Harbor Investment Advisory, LLC | 5,000 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 5,059 | $29.9 萬 | 0.00% | +2,227+78.6% | 加碼 |
| KRS Capital Management, LLC | 5,120 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,139 | $30.4 萬 | 0.01% | −6−0.1% | 減碼 |
| Commerce Bank | 5,161 | $30.5 萬 | 0.00% | +212+4.3% | 加碼 |
| Cary Street Partners Financial LLC | 5,200 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Sym Financial Corp | 5,299 | $31.3 萬 | 0.03% | −1,937−26.8% | 減碼 |
| Wellington Management Group LLP | 5,309 | $31.4 萬 | 0.00% | +2,006+60.7% | 加碼 |
| MJP Associates Inc | 5,343 | $31.6 萬 | 0.04% | −471−8.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,363 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 5,385 | $31.8 萬 | 0.00% | +5,385 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,438 | $32.1 萬 | 0.00% | −1,225−18.4% | 減碼 |
| Profund Advisors LLC | 5,473 | $32.4 萬 | 0.01% | −436−7.4% | 減碼 |
| HighPoint Advisor Group LLC | 5,497 | $32.5 萬 | 0.01% | −454−7.6% | 減碼 |
| Tobam | 5,506 | $32.5 萬 | 0.08% | +5,482+22,841.7% | 加碼 |
| Advisor OS, LLC | 5,504 | $32.5 萬 | 0.03% | −468−7.8% | 減碼 |
| Private Advisor Group, LLC | 5,566 | $32.9 萬 | 0.00% | −3,186−36.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,623 | $33.2 萬 | 0.02% | −73−1.3% | 減碼 |
| Credit Agricole S A | 5,700 | $33.7 萬 | 0.00% | −22,575−79.8% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,800 | $34.3 萬 | 0.09% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 5,824 | $34.4 萬 | 0.08% | +151+2.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,856 | $34.6 萬 | 0.00% | −1,259−17.7% | 減碼 |
| We Are One Seven, LLC | 5,893 | $34.8 萬 | 0.01% | −68−1.1% | 減碼 |
| Pictet North America Advisors SA | 5,950 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 6,043 | $35.7 萬 | 0.01% | +21+0.3% | 加碼 |
| Spirit of America Management Corp | 6,050 | $35.8 萬 | 0.08% | 00.0% | 不變 |
| Visionary Wealth Advisors | 6,154 | $36.4 萬 | 0.02% | −107−1.7% | 減碼 |
| STRS Ohio | 6,265 | $37.0 萬 | 0.00% | +12+0.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $37.6 萬 | 0.00% | 00.0% | 不變 |
| Equitable Trust Co | 6,397 | $37.8 萬 | 0.02% | −85−1.3% | 減碼 |
| Triangle Securities Wealth Management | 6,468 | $38.2 萬 | 0.08% | −300−4.4% | 減碼 |
| Wedmont Private Capital | 6,012 | $38.3 萬 | 0.01% | −368−5.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,481 | $38.3 萬 | 0.02% | −96−1.5% | 減碼 |
| SRS Capital Advisors, Inc. | 6,568 | $38.8 萬 | 0.01% | −3,801−36.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,595 | $39.0 萬 | 0.01% | +199+3.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,735 | $39.8 萬 | 0.01% | +50+0.7% | 加碼 |
| DMG Group, LLC | 6,762 | $40.0 萬 | 0.27% | +168+2.5% | 加碼 |
| Summit Financial, LLC | 6,783 | $40.1 萬 | 0.01% | −42−0.6% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $40.2 萬 | 0.00% | +6,800 | 新進 |
| Vident Advisory, LLC | 6,805 | $40.2 萬 | 0.00% | −156−2.2% | 減碼 |
| PFG Investments, LLC | 6,824 | $40.3 萬 | 0.02% | −175−2.5% | 減碼 |
| Fayez Sarofim & Co | 6,849 | $40.5 萬 | 0.00% | 00.0% | 不變 |
| Sagewood Asset Management LP | 6,905 | $40.8 萬 | 0.14% | +6,905 | 新進 |
| Blue Rock Wealth Management LLC | 7,000 | $41.4 萬 | 0.26% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 7,006 | $41.4 萬 | 0.07% | +7,006 | 新進 |
| SlateStone Wealth, LLC | 7,029 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $41.7 萬 | 0.05% | 00.0% | 不變 |
| Glenview Trust Co | 7,109 | $42.0 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 7,114 | $42.0 萬 | 0.00% | +3,352+89.1% | 加碼 |
| Sterneck Capital Management, LLC | 7,125 | $42.1 萬 | 0.19% | +556+8.5% | 加碼 |
| Principle Wealth Partners LLC | 7,131 | $42.2 萬 | 0.02% | 00.0% | 不變 |
| Promethium Advisors,llc | 7,264 | $42.9 萬 | 0.23% | −1,785−19.7% | 減碼 |
| National Asset Management, Inc. | 7,267 | $43.0 萬 | 0.02% | +782+12.1% | 加碼 |
| Abn Amro Investment Solutions | 7,367 | $43.5 萬 | 0.01% | +7,367 | 新進 |
| Snowden Capital Advisors LLC | 7,466 | $44.1 萬 | 0.01% | −63−0.8% | 減碼 |
| Global Retirement Partners, LLC | 7,485 | $44.2 萬 | 0.01% | +6,574+721.6% | 加碼 |
| Independent Financial Group, LLC | 7,550 | $44.6 萬 | 0.01% | +7,550 | 新進 |
| Shelton Capital Management | 7,560 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| EdgeRock Capital LLC | 7,564 | $44.7 萬 | 0.12% | −9−0.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,593 | $44.9 萬 | 0.00% | +7,593 | 新進 |
| Diversify Advisory Services, LLC | 6,897 | $45.3 萬 | 0.01% | −746−9.8% | 減碼 |
| Teacher Retirement System of Texas | 7,753 | $45.8 萬 | 0.00% | −22,992−74.8% | 減碼 |
| Cynosure Management, LLC | 7,770 | $45.9 萬 | 0.05% | +7,770 | 新進 |
| 1832 Asset Management L.P. | 7,970 | $47.1 萬 | 0.00% | +320+4.2% | 加碼 |
| Kovack Advisors, Inc. | 8,061 | $47.6 萬 | 0.02% | +559+7.5% | 加碼 |
| CIBC World Markets Corp | 8,158 | $48.2 萬 | 0.00% | +8,158 | 新進 |
| Segment Wealth Management, LLC | 8,200 | $48.5 萬 | 0.03% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 8,315 | $49.1 萬 | 0.00% | −6,218−42.8% | 減碼 |
| Colony Group, LLC | 8,418 | $49.8 萬 | 0.00% | −1,791−17.5% | 減碼 |
| E&G Advisors, LP | 8,600 | $50.8 萬 | 0.11% | 00.0% | 不變 |
| Park Avenue Securities LLC | 8,613 | $50.9 萬 | 0.00% | −2,708−23.9% | 減碼 |
| Forum Financial Management, LP | 8,886 | $52.5 萬 | 0.01% | −22−0.2% | 減碼 |
| Jefferies Financial Group Inc. | 9,000 | $53.2 萬 | 0.00% | 00.0% | 不變 |
| Fiduciary Group LLC | 9,000 | $53.2 萬 | 0.04% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 9,009 | $53.3 萬 | 0.01% | +164+1.9% | 加碼 |
| GAMMA Investing LLC | 9,014 | $53.3 萬 | 0.03% | +450+5.3% | 加碼 |
| Greenwood Capital Associates LLC | 9,178 | $54.3 萬 | 0.06% | +23+0.3% | 加碼 |
| North Dakota State Investment Board | 9,208 | $54.4 萬 | 0.02% | +9,208 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $55.3 萬 | 0.02% | −7,885−45.7% | 減碼 |
| Jones Financial Companies LLLP | 9,393 | $55.5 萬 | 0.00% | +1,726+22.5% | 加碼 |
| Skopos Labs, Inc. | 9,229 | $55.7 萬 | 0.03% | +9,229 | 新進 |
| Moors & Cabot, Inc. | 9,454 | $55.9 萬 | 0.02% | −575−5.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,491 | $56.1 萬 | 0.23% | +382+4.2% | 加碼 |
| Nomura Asset Management International Inc. | 9,600 | $56.7 萬 | 0.00% | +9,600 | 新進 |
| TBH Global Asset Management, LLC | 9,813 | $58.0 萬 | 0.10% | −566−5.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 9,953 | $58.8 萬 | 0.00% | +4,131+71.0% | 加碼 |
| Rakuten Investment Management, Inc. | 9,960 | $60.1 萬 | 0.00% | −65,548−86.8% | 減碼 |
| Fort Sheridan Advisors LLC | 10,300 | $60.9 萬 | 0.08% | −500−4.6% | 減碼 |
| Siemens Fonds Invest GmbH | 10,177 | $61.2 萬 | 0.03% | +7,049+225.4% | 加碼 |
| ProShare Advisors LLC | 10,406 | $61.5 萬 | 0.00% | −670−6.0% | 減碼 |
| Tritonpoint Wealth, LLC | 10,516 | $62.2 萬 | 0.06% | +30.0% | 加碼 |