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 |
|---|---|---|---|---|---|
| Park Circle Co | 34,765 | $205.5 萬 | 1.85% | 00.0% | 不變 |
| Element Capital Management LLC | 34,476 | $203.8 萬 | 1.05% | +34,476 | 新進 |
| Captrust Financial Advisors | 34,072 | $201.4 萬 | 0.00% | +14,356+72.8% | 加碼 |
| Pinebridge Investments LLC | 33,977 | $200.8 萬 | 0.01% | +33,977 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 33,811 | $199.9 萬 | 0.02% | −1,601−4.5% | 減碼 |
| Simplex Trading, LLC | 33,129 | $195.8 萬 | 0.06% | +33,129 | 新進 |
| Bleakley Financial Group, LLC | 32,761 | $193.6 萬 | 0.03% | +2,364+7.8% | 加碼 |
| MML Investors Services, LLC | 32,732 | $193.5 萬 | 0.00% | +1,351+4.3% | 加碼 |
| New Age Alpha Advisors, LLC | 32,731 | $193.5 萬 | 0.08% | +32,731 | 新進 |
| Amica Mutual Insurance Co | 31,766 | $187.8 萬 | 0.16% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 31,037 | $183.5 萬 | 0.00% | −3,629−10.5% | 減碼 |
| Nissay Asset Management Corp | 30,175 | $178.4 萬 | 0.01% | +296+1.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 29,106 | $172.0 萬 | 0.00% | −1,394−4.6% | 減碼 |
| Banque Pictet & Cie SA | 28,700 | $169.6 萬 | 0.02% | 00.0% | 不變 |
| Meketa Investment Group Inc | 28,398 | $167.9 萬 | 5.67% | 00.0% | 不變 |
| Quantinno Capital Management LP | 27,595 | $163.1 萬 | 0.00% | −18,069−39.6% | 減碼 |
| Bearing Point Capital, LLC | 27,323 | $161.5 萬 | 0.25% | +16,548+153.6% | 加碼 |
| FFG Partners, LLC | 27,119 | $160.3 萬 | 0.46% | −196−0.7% | 減碼 |
| Waterfront Wealth Inc. | 26,063 | $159.4 萬 | 0.30% | 00.0% | 不變 |
| Swedbank AB | 26,842 | $158.7 萬 | 0.00% | 00.0% | 不變 |
| Avanza Fonder AB | 26,357 | $155.8 萬 | 0.04% | +10,950+71.1% | 加碼 |
| Jeppson Wealth Management, LLC | 26,295 | $155.4 萬 | 0.49% | −210−0.8% | 減碼 |
| Tocqueville Asset Management L.P. | 26,250 | $155.2 萬 | 0.02% | −1,600−5.7% | 減碼 |
| OP Asset Management Ltd | 25,738 | $152.1 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 25,716 | $152.0 萬 | 0.01% | +617+2.5% | 加碼 |
| Mariner, LLC | 25,709 | $152.0 萬 | 0.00% | +2,065+8.7% | 加碼 |
| Voya Investment Management LLC | 25,693 | $151.9 萬 | 0.00% | −1,581−5.8% | 減碼 |
| Waterway Wealth Management, LLC | 25,637 | $151.5 萬 | 0.34% | +10,961+74.7% | 加碼 |
| State of Alaska, Department of Revenue | 25,647 | $151.5 萬 | 0.02% | −2,515−8.9% | 減碼 |
| Onyx Bridge Wealth Group LLC | 24,952 | $147.5 萬 | 0.16% | +10.0% | 加碼 |
| Atria Investments LLC | 24,927 | $147.3 萬 | 0.02% | −961−3.7% | 減碼 |
| ExodusPoint Capital Management, LP | 24,646 | $145.7 萬 | 0.02% | −6,343−20.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $145.5 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 22,099 | $145.1 萬 | 0.00% | +88+0.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 24,220 | $143.2 萬 | 0.02% | −2,026−7.7% | 減碼 |
| Apollon Wealth Management, LLC | 24,110 | $142.5 萬 | 0.02% | +87+0.4% | 加碼 |
| Zhang Financial LLC | 23,818 | $140.8 萬 | 0.05% | −13−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,264 | $137.5 萬 | 0.00% | −4,822−17.2% | 減碼 |
| Brinker Capital Investments, LLC | 23,123 | $136.7 萬 | 0.01% | +1,921+9.1% | 加碼 |
| Garrison Bradford & Associates Inc | 22,843 | $135.0 萬 | 1.47% | +4,000+21.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,187 | $131.1 萬 | 0.01% | −171−0.8% | 減碼 |
| Edgestream Partners, L.P. | 22,113 | $130.7 萬 | 0.04% | −68,133−75.5% | 減碼 |
| Nordea Investment Management AB | 21,770 | $129.7 萬 | 0.00% | +24+0.1% | 加碼 |
| D.A. Davidson & Co. | 21,632 | $127.9 萬 | 0.01% | −500−2.3% | 減碼 |
| Janus Henderson Group PLC | 21,573 | $127.5 萬 | 0.00% | +9,400+77.2% | 加碼 |
| Advisors Asset Management, Inc. | 21,237 | $125.5 萬 | 0.02% | +11,247+112.6% | 加碼 |
| Inceptionr LLC | 21,233 | $125.5 萬 | 0.35% | −1,727−7.5% | 減碼 |
| Susquehanna International Group, LLP | 20,661 | $122.1 萬 | 0.00% | −239,710−92.1% | 減碼 |
| Swiss Life Asset Management Ltd | 20,515 | $121.3 萬 | 0.01% | −99,392−82.9% | 減碼 |
| Daymark Wealth Partners, LLC | 20,491 | $121.1 萬 | 0.04% | −1,441−6.6% | 減碼 |
| Alyeska Investment Group, L.P. | 20,134 | $119.0 萬 | 0.00% | +20,134 | 新進 |
| Public Employees Retirement Association of Colorado | 20,098 | $118.8 萬 | 0.00% | 00.0% | 不變 |
| Massar Capital Management, LP | 20,075 | $118.7 萬 | 0.23% | +20,075 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,722 | $117.3 萬 | 0.00% | +15,717+392.4% | 加碼 |
| Carson Advisory Inc. | 19,826 | $117.2 萬 | 0.61% | −200−1.0% | 減碼 |
| Daiwa Securities Group Inc. | 19,773 | $116.9 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 19,689 | $116.4 萬 | 0.00% | −18,245−48.1% | 減碼 |
| Hoertkorn Richard Charles | 19,600 | $115.9 萬 | 0.45% | −400−2.0% | 減碼 |
| Securian Asset Management, Inc | 18,911 | $111.8 萬 | 0.04% | −593−3.0% | 減碼 |
| SMH Capital Advisors Inc | 18,886 | $111.6 萬 | 2.27% | −119−0.6% | 減碼 |
| Creative Planning | 18,821 | $111.3 萬 | 0.00% | +1,994+11.9% | 加碼 |
| Federated Hermes, Inc. | 18,672 | $110.4 萬 | 0.00% | −2,555−12.0% | 減碼 |
| Intrepid Capital Management Inc | 18,590 | $109.9 萬 | 0.43% | +50.0% | 加碼 |
| Cordoba Advisory Partners LLC | 18,389 | $109.0 萬 | 0.27% | +18,389 | 新進 |
| Polymer Capital Management (US) LLC | 18,354 | $108.5 萬 | 0.14% | +18,354 | 新進 |
| GM Advisory Group, Inc. | 18,298 | $108.2 萬 | 0.04% | +18,298 | 新進 |
| Arkadios Wealth Advisors | 18,289 | $108.1 萬 | 0.02% | −679−3.6% | 減碼 |
| Mercer Global Advisors Inc | 18,117 | $107.1 萬 | 0.00% | +2,372+15.1% | 加碼 |
| Journey Strategic Wealth LLC | 17,903 | $105.8 萬 | 0.03% | −99−0.5% | 減碼 |
| Moody National Bank Trust Division | 17,448 | $103.1 萬 | 0.10% | −10,278−37.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 17,397 | $102.8 萬 | 0.04% | +1,149+7.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 17,371 | $102.7 萬 | 0.01% | −5,163−22.9% | 減碼 |
| Blair William & Co | 17,248 | $102.0 萬 | 0.00% | −3,011−14.9% | 減碼 |
| Allstate Corp | 17,044 | $100.7 萬 | 0.01% | +8,279+94.5% | 加碼 |
| Bank of Nova Scotia | 17,000 | $100.5 萬 | 0.00% | +10,652+167.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 16,977 | $100.4 萬 | 0.03% | +16,977 | 新進 |
| Ensign Peak Advisors, Inc | 16,742 | $99.0 萬 | 0.00% | −34,825−67.5% | 減碼 |
| GWM Advisors LLC | 16,632 | $98.3 萬 | 0.00% | +10,651+178.1% | 加碼 |
| Capstone Capital Management Ltd | 16,554 | $97.9 萬 | 0.94% | +16,554 | 新進 |
| Mackenzie Financial Corp | 16,213 | $97.3 萬 | 0.00% | +953+6.2% | 加碼 |
| Winthrop Partners - WNY, LLC | 16,311 | $96.4 萬 | 0.52% | +16,311 | 新進 |
| Benjamin Edwards Inc | 16,123 | $95.3 萬 | 0.01% | −3,988−19.8% | 減碼 |
| Nilsine Partners, LLC | 16,084 | $95.1 萬 | 0.08% | +950+6.3% | 加碼 |
| Clearstead Advisors, LLC | 15,977 | $94.4 萬 | 0.01% | +306+2.0% | 加碼 |
| Guinness Asset Management LTD | 15,631 | $94.3 萬 | 0.02% | +3,430+28.1% | 加碼 |
| Investment Management Corp of Ontario | 15,915 | $94.1 萬 | 0.01% | +4,892+44.4% | 加碼 |
| Pathstone Holdings, LLC | 15,896 | $94.0 萬 | 0.00% | −1,991−11.1% | 減碼 |
| Baldwin Brothers Inc | 15,720 | $92.9 萬 | 0.06% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,637 | $92.4 萬 | 0.00% | +184+1.2% | 加碼 |
| Sterling Capital Management LLC | 15,505 | $91.7 萬 | 0.01% | −665−4.1% | 減碼 |
| O'Rourke & Company, Inc | 15,445 | $91.3 萬 | 0.36% | −687−4.3% | 減碼 |
| Eurizon Capital SGR S.p.A. | 15,262 | $90.5 萬 | 0.00% | +15,262 | 新進 |
| Davenport & Co LLC | 15,235 | $90.1 萬 | 0.00% | +1,710+12.6% | 加碼 |
| Arete Wealth Advisors, LLC | 15,131 | $89.4 萬 | 0.06% | −234−1.5% | 減碼 |
| CIBC Asset Management Inc | 14,660 | $86.7 萬 | 0.00% | +445+3.1% | 加碼 |
| Stablepoint Partners, LLC | 14,178 | $83.8 萬 | 0.13% | −384−2.6% | 減碼 |
| TD Waterhouse Canada Inc. | 14,066 | $83.1 萬 | 0.01% | −3,650−20.6% | 減碼 |
| Legato Capital Management LLC | 13,879 | $82.0 萬 | 0.07% | +13,879 | 新進 |
| National Pension Service | 13,748 | $81.3 萬 | 0.00% | +5,938+76.0% | 加碼 |
| Storebrand Asset Management AS | 13,572 | $80.2 萬 | 0.00% | +1,978+17.1% | 加碼 |