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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 25,693 | $151.9 萬 | 0.00% | −1,581−5.8% | 減碼 |
| Mariner, LLC | 25,709 | $152.0 萬 | 0.00% | +2,065+8.7% | 加碼 |
| JustInvest LLC | 25,716 | $152.0 萬 | 0.01% | +617+2.5% | 加碼 |
| OP Asset Management Ltd | 25,738 | $152.1 萬 | 0.02% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 26,250 | $155.2 萬 | 0.02% | −1,600−5.7% | 減碼 |
| Jeppson Wealth Management, LLC | 26,295 | $155.4 萬 | 0.49% | −210−0.8% | 減碼 |
| Avanza Fonder AB | 26,357 | $155.8 萬 | 0.04% | +10,950+71.1% | 加碼 |
| Swedbank AB | 26,842 | $158.7 萬 | 0.00% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 26,063 | $159.4 萬 | 0.30% | 00.0% | 不變 |
| FFG Partners, LLC | 27,119 | $160.3 萬 | 0.46% | −196−0.7% | 減碼 |
| Bearing Point Capital, LLC | 27,323 | $161.5 萬 | 0.25% | +16,548+153.6% | 加碼 |
| Quantinno Capital Management LP | 27,595 | $163.1 萬 | 0.00% | −18,069−39.6% | 減碼 |
| Meketa Investment Group Inc | 28,398 | $167.9 萬 | 5.67% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 28,700 | $169.6 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 29,106 | $172.0 萬 | 0.00% | −1,394−4.6% | 減碼 |
| Nissay Asset Management Corp | 30,175 | $178.4 萬 | 0.01% | +296+1.0% | 加碼 |
| Pacer Advisors, Inc. | 31,037 | $183.5 萬 | 0.00% | −3,629−10.5% | 減碼 |
| Amica Mutual Insurance Co | 31,766 | $187.8 萬 | 0.16% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 32,731 | $193.5 萬 | 0.08% | +32,731 | 新進 |
| MML Investors Services, LLC | 32,732 | $193.5 萬 | 0.00% | +1,351+4.3% | 加碼 |
| Bleakley Financial Group, LLC | 32,761 | $193.6 萬 | 0.03% | +2,364+7.8% | 加碼 |
| Simplex Trading, LLC | 33,129 | $195.8 萬 | 0.06% | +33,129 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 33,811 | $199.9 萬 | 0.02% | −1,601−4.5% | 減碼 |
| Pinebridge Investments LLC | 33,977 | $200.8 萬 | 0.01% | +33,977 | 新進 |
| Captrust Financial Advisors | 34,072 | $201.4 萬 | 0.00% | +14,356+72.8% | 加碼 |
| Element Capital Management LLC | 34,476 | $203.8 萬 | 1.05% | +34,476 | 新進 |
| Park Circle Co | 34,765 | $205.5 萬 | 1.85% | 00.0% | 不變 |
| CenterBook Partners LP | 35,199 | $208.1 萬 | 0.10% | +16,989+93.3% | 加碼 |
| Neuberger Berman Group LLC | 35,418 | $209.4 萬 | 0.00% | +74+0.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 42,023 | $210.3 萬 | 0.00% | 00.0% | 不變 |
| Sierra Capital LLC | 35,865 | $212.0 萬 | 0.22% | −3,850−9.7% | 減碼 |
| Hilltop Holdings Inc. | 36,296 | $214.5 萬 | 0.13% | +245+0.7% | 加碼 |
| Empire Financial Management Company, LLC | 36,500 | $215.8 萬 | 0.47% | −39,500−52.0% | 減碼 |
| Sanctuary Advisors, LLC | 37,204 | $219.9 萬 | 0.01% | −2,830−7.1% | 減碼 |
| Xponance, Inc. | 37,622 | $222.4 萬 | 0.02% | −4,847−11.4% | 減碼 |
| Natixis | 37,950 | $224.3 萬 | 0.01% | +37,950 | 新進 |
| Tredje AP-fonden | 39,308 | $232.3 萬 | 0.02% | −6,059−13.4% | 減碼 |
| Miller Value Partners, LLC | 40,000 | $236.4 萬 | 0.83% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 40,006 | $236.5 萬 | 0.01% | −1,440−3.5% | 減碼 |
| Truist Financial Corp | 40,627 | $240.1 萬 | 0.00% | +4,034+11.0% | 加碼 |
| British Columbia Investment Management Corp | 41,593 | $245.9 萬 | 0.01% | +7,850+23.3% | 加碼 |
| Diversified Trust Co | 42,466 | $251.0 萬 | 0.05% | +840+2.0% | 加碼 |
| Utah Retirement Systems | 43,159 | $255.1 萬 | 0.02% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 43,467 | $256.9 萬 | 0.01% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 44,145 | $260.9 萬 | 0.02% | −4,445−9.1% | 減碼 |
| Integrated Advisors Network LLC | 47,434 | $280.4 萬 | 0.12% | −2,242−4.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 47,557 | $281.1 萬 | 0.09% | −1,261−2.6% | 減碼 |
| GFG Capital, LLC | 49,304 | $291.4 萬 | 1.04% | −1,574−3.1% | 減碼 |
| Verition Fund Management LLC | 50,100 | $296.1 萬 | 0.02% | −2,122−4.1% | 減碼 |
| CI Private Wealth, LLC | 50,445 | $298.2 萬 | 0.00% | +7,678+18.0% | 加碼 |
| KBC Group NV | 51,351 | $303.5 萬 | 0.01% | −10,486−17.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 51,586 | $304.9 萬 | 0.04% | −900−1.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,286 | $309.1 萬 | 0.03% | +700+1.4% | 加碼 |
| New Mexico Educational Retirement Board | 53,800 | $318.0 萬 | 0.09% | 00.0% | 不變 |
| Buckland Partners Management Co LLC | 54,400 | $321.6 萬 | 1.78% | +54,400 | 新進 |
| JRM Investment Counsel, LLC | 54,921 | $324.6 萬 | 0.94% | +681+1.3% | 加碼 |
| Toronto Dominion Bank | 55,034 | $325.2 萬 | 0.01% | −87,251−61.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 55,211 | $326.4 萬 | 0.24% | −926−1.6% | 減碼 |
| Commonwealth Equity Services, LLC | 55,224 | $326.4 萬 | 0.00% | −4,969−8.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 56,231 | $332.4 萬 | 0.22% | −196−0.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 56,326 | $332.9 萬 | 0.00% | +20,454+57.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 58,059 | $343.2 萬 | 0.04% | +100.0% | 加碼 |
| Prudential Financial Inc | 58,672 | $346.8 萬 | 0.00% | −20,174−25.6% | 減碼 |
| State of Michigan Retirement System | 61,300 | $362.3 萬 | 0.02% | −700−1.1% | 減碼 |
| Assenagon Asset Management S.A. | 61,998 | $366.5 萬 | 0.01% | +18,669+43.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 62,005 | $366.5 萬 | 0.04% | 00.0% | 不變 |
| Augustine Asset Management Inc | 62,100 | $367.1 萬 | 0.73% | +44+0.1% | 加碼 |
| Woodbridge Co Ltd | 63,000 | $372.4 萬 | 0.01% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 64,865 | $383.4 萬 | 0.49% | −14,771−18.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,936 | $383.8 萬 | 0.02% | −1,902−2.8% | 減碼 |
| Cetera Investment Advisers | 64,957 | $384.0 萬 | 0.00% | −4,491−6.5% | 減碼 |
| Handelsbanken Fonder AB | 66,700 | $394.3 萬 | 0.01% | +15,400+30.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 67,933 | $402.7 萬 | 0.02% | −4,613−6.4% | 減碼 |
| Illinois Municipal Retirement Fund | 68,295 | $403.7 萬 | 0.05% | +20,388+42.6% | 加碼 |
| Louisiana State Employees Retirement System | 71,800 | $424.4 萬 | 0.07% | −700−1.0% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $425.3 萬 | 0.02% | 00.0% | 不變 |
| one8zero8, LLC | 73,830 | $436.4 萬 | 0.95% | −1,250−1.7% | 減碼 |
| Janney Montgomery Scott LLC | 73,881 | $436.7 萬 | 0.01% | +8,251+12.6% | 加碼 |
| SG Americas Securities, LLC | 74,173 | $438.4 萬 | 0.01% | −4,489−5.7% | 減碼 |
| KLP Kapitalforvaltning AS | 76,800 | $454.0 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 78,716 | $465.3 萬 | 0.01% | −2,986−3.7% | 減碼 |
| Nomura Asset Management Co Ltd | 78,849 | $466.1 萬 | 0.01% | −17,348−18.0% | 減碼 |
| Advisor Group Holdings, Inc. | 79,756 | $471.5 萬 | 0.01% | −39,772−33.3% | 減碼 |
| Chicago Partners Investment Group LLC | 77,081 | $472.4 萬 | 0.12% | +392+0.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 80,080 | $473.4 萬 | 0.04% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 81,302 | $480.6 萬 | 0.02% | −1,289−1.6% | 減碼 |
| Arizona State Retirement System | 82,810 | $489.5 萬 | 0.03% | +13,539+19.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 84,370 | $498.7 萬 | 0.73% | +2,098+2.6% | 加碼 |
| Comerica Bank | 85,861 | $507.5 萬 | 0.02% | −100,098−53.8% | 減碼 |
| HighTower Advisors, LLC | 86,043 | $508.6 萬 | 0.01% | +4,588+5.6% | 加碼 |
| Yousif Capital Management, LLC | 82,369 | $509.1 萬 | 0.06% | −1,840−2.2% | 減碼 |
| Kerusso Capital Management LLC | 86,468 | $511.1 萬 | 2.36% | +20,803+31.7% | 加碼 |
| Cerity Partners LLC | 86,922 | $513.8 萬 | 0.01% | +2,812+3.3% | 加碼 |
| La Banque Postale Asset Management SA | 88,075 | $520.6 萬 | 0.06% | −4,454−4.8% | 減碼 |
| Asset Management One Co.,Ltd. | 87,255 | $526.2 萬 | 0.01% | +1,422+1.7% | 加碼 |
| Stephens Inc | 89,394 | $528.4 萬 | 0.07% | −105−0.1% | 減碼 |
| Aviva PLC | 90,420 | $534.5 萬 | 0.01% | +4,019+4.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 91,592 | $541.4 萬 | 0.02% | +91,592 | 新進 |
| Pictet Asset Management Holding SA | 93,300 | $551.7 萬 | 0.01% | −26,295−22.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 94,635 | $559.4 萬 | 0.01% | −20,453−17.8% | 減碼 |