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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 13,486 | $79.7 萬 | 0.02% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 13,102 | $77.4 萬 | 0.01% | −89−0.7% | 減碼 |
| Everhart Financial Group, Inc. | 13,051 | $77.1 萬 | 0.07% | +3,910+42.8% | 加碼 |
| Verdence Capital Advisors LLC | 13,032 | $77.0 萬 | 0.05% | +4,280+48.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,853 | $76.0 萬 | 0.02% | +4,479+53.5% | 加碼 |
| QRG Capital Management, Inc. | 12,840 | $75.9 萬 | 0.01% | +4,124+47.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 12,557 | $74.2 萬 | 0.04% | +44+0.4% | 加碼 |
| TD Private Client Wealth LLC | 12,473 | $73.7 萬 | 0.02% | −3,961−24.1% | 減碼 |
| 44 Wealth Management LLC | 12,417 | $73.4 萬 | 0.25% | −3,949−24.1% | 減碼 |
| Stiles Financial Services Inc | 12,388 | $73.2 萬 | 0.23% | −128−1.0% | 減碼 |
| CWM, LLC | 12,349 | $73.0 萬 | 0.00% | +104+0.8% | 加碼 |
| Schroder Investment Management Group | 12,090 | $72.7 萬 | 0.00% | +2,247+22.8% | 加碼 |
| First Manhattan Co | 12,250 | $72.4 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 12,226 | $72.3 萬 | 0.00% | +310+2.6% | 加碼 |
| VestGen Advisors, LLC | 12,071 | $71.4 萬 | 0.03% | +136+1.1% | 加碼 |
| Franklin Resources Inc | 12,049 | $71.2 萬 | 0.00% | −21,940−64.6% | 減碼 |
| US Bancorp | 12,045 | $71.2 萬 | 0.00% | −1,523−11.2% | 減碼 |
| Empowered Funds, LLC | 11,962 | $70.7 萬 | 0.01% | −915−7.1% | 減碼 |
| Warren Averett Asset Management, LLC | 11,792 | $69.7 萬 | 0.01% | +564+5.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 11,683 | $69.1 萬 | 0.10% | +1,329+12.8% | 加碼 |
| McGowan Group Asset Management, Inc. | 11,321 | $66.9 萬 | 0.08% | −148−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,310 | $66.8 萬 | 0.02% | −288−2.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 11,257 | $66.5 萬 | 0.02% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 11,229 | $66.4 萬 | 0.00% | +1,867+19.9% | 加碼 |
| North Star Investment Management Corp. | 11,112 | $65.7 萬 | 0.04% | +33+0.3% | 加碼 |
| Catalyst Capital Advisors LLC | 11,000 | $65.0 萬 | 0.01% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,665 | $63.0 萬 | 0.06% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 10,516 | $62.2 萬 | 0.06% | +30.0% | 加碼 |
| ProShare Advisors LLC | 10,406 | $61.5 萬 | 0.00% | −670−6.0% | 減碼 |
| Siemens Fonds Invest GmbH | 10,177 | $61.2 萬 | 0.03% | +7,049+225.4% | 加碼 |
| Fort Sheridan Advisors LLC | 10,300 | $60.9 萬 | 0.08% | −500−4.6% | 減碼 |
| Rakuten Investment Management, Inc. | 9,960 | $60.1 萬 | 0.00% | −65,548−86.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 9,953 | $58.8 萬 | 0.00% | +4,131+71.0% | 加碼 |
| TBH Global Asset Management, LLC | 9,813 | $58.0 萬 | 0.10% | −566−5.5% | 減碼 |
| Nomura Asset Management International Inc. | 9,600 | $56.7 萬 | 0.00% | +9,600 | 新進 |
| Retirement Planning Co of New England, Inc. | 9,491 | $56.1 萬 | 0.23% | +382+4.2% | 加碼 |
| Moors & Cabot, Inc. | 9,454 | $55.9 萬 | 0.02% | −575−5.7% | 減碼 |
| Skopos Labs, Inc. | 9,229 | $55.7 萬 | 0.03% | +9,229 | 新進 |
| Jones Financial Companies LLLP | 9,393 | $55.5 萬 | 0.00% | +1,726+22.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $55.3 萬 | 0.02% | −7,885−45.7% | 減碼 |
| North Dakota State Investment Board | 9,208 | $54.4 萬 | 0.02% | +9,208 | 新進 |
| Greenwood Capital Associates LLC | 9,178 | $54.3 萬 | 0.06% | +23+0.3% | 加碼 |
| GAMMA Investing LLC | 9,014 | $53.3 萬 | 0.03% | +450+5.3% | 加碼 |
| NewEdge Wealth, LLC | 9,009 | $53.3 萬 | 0.01% | +164+1.9% | 加碼 |
| 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 |
| Forum Financial Management, LP | 8,886 | $52.5 萬 | 0.01% | −22−0.2% | 減碼 |
| Park Avenue Securities LLC | 8,613 | $50.9 萬 | 0.00% | −2,708−23.9% | 減碼 |
| E&G Advisors, LP | 8,600 | $50.8 萬 | 0.11% | 00.0% | 不變 |
| Colony Group, LLC | 8,418 | $49.8 萬 | 0.00% | −1,791−17.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 8,315 | $49.1 萬 | 0.00% | −6,218−42.8% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $48.5 萬 | 0.03% | 00.0% | 不變 |
| CIBC World Markets Corp | 8,158 | $48.2 萬 | 0.00% | +8,158 | 新進 |
| Kovack Advisors, Inc. | 8,061 | $47.6 萬 | 0.02% | +559+7.5% | 加碼 |
| 1832 Asset Management L.P. | 7,970 | $47.1 萬 | 0.00% | +320+4.2% | 加碼 |
| Cynosure Management, LLC | 7,770 | $45.9 萬 | 0.05% | +7,770 | 新進 |
| Teacher Retirement System of Texas | 7,753 | $45.8 萬 | 0.00% | −22,992−74.8% | 減碼 |
| Diversify Advisory Services, LLC | 6,897 | $45.3 萬 | 0.01% | −746−9.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,593 | $44.9 萬 | 0.00% | +7,593 | 新進 |
| EdgeRock Capital LLC | 7,564 | $44.7 萬 | 0.12% | −9−0.1% | 減碼 |
| Shelton Capital Management | 7,560 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 7,550 | $44.6 萬 | 0.01% | +7,550 | 新進 |
| Global Retirement Partners, LLC | 7,485 | $44.2 萬 | 0.01% | +6,574+721.6% | 加碼 |
| Snowden Capital Advisors LLC | 7,466 | $44.1 萬 | 0.01% | −63−0.8% | 減碼 |
| Abn Amro Investment Solutions | 7,367 | $43.5 萬 | 0.01% | +7,367 | 新進 |
| National Asset Management, Inc. | 7,267 | $43.0 萬 | 0.02% | +782+12.1% | 加碼 |
| Promethium Advisors,llc | 7,264 | $42.9 萬 | 0.23% | −1,785−19.7% | 減碼 |
| Principle Wealth Partners LLC | 7,131 | $42.2 萬 | 0.02% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 7,125 | $42.1 萬 | 0.19% | +556+8.5% | 加碼 |
| United Capital Financial Advisers, LLC | 7,114 | $42.0 萬 | 0.00% | +3,352+89.1% | 加碼 |
| Glenview Trust Co | 7,109 | $42.0 萬 | 0.01% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 7,057 | $41.7 萬 | 0.05% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 7,029 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 7,006 | $41.4 萬 | 0.07% | +7,006 | 新進 |
| Blue Rock Wealth Management LLC | 7,000 | $41.4 萬 | 0.26% | 00.0% | 不變 |
| Sagewood Asset Management LP | 6,905 | $40.8 萬 | 0.14% | +6,905 | 新進 |
| Fayez Sarofim & Co | 6,849 | $40.5 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 6,824 | $40.3 萬 | 0.02% | −175−2.5% | 減碼 |
| Vident Advisory, LLC | 6,805 | $40.2 萬 | 0.00% | −156−2.2% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $40.2 萬 | 0.00% | +6,800 | 新進 |
| Summit Financial, LLC | 6,783 | $40.1 萬 | 0.01% | −42−0.6% | 減碼 |
| DMG Group, LLC | 6,762 | $40.0 萬 | 0.27% | +168+2.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,735 | $39.8 萬 | 0.01% | +50+0.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,595 | $39.0 萬 | 0.01% | +199+3.1% | 加碼 |
| SRS Capital Advisors, Inc. | 6,568 | $38.8 萬 | 0.01% | −3,801−36.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,481 | $38.3 萬 | 0.02% | −96−1.5% | 減碼 |
| Wedmont Private Capital | 6,012 | $38.3 萬 | 0.01% | −368−5.8% | 減碼 |
| Triangle Securities Wealth Management | 6,468 | $38.2 萬 | 0.08% | −300−4.4% | 減碼 |
| Equitable Trust Co | 6,397 | $37.8 萬 | 0.02% | −85−1.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $37.6 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 6,265 | $37.0 萬 | 0.00% | +12+0.2% | 加碼 |
| Visionary Wealth Advisors | 6,154 | $36.4 萬 | 0.02% | −107−1.7% | 減碼 |
| Spirit of America Management Corp | 6,050 | $35.8 萬 | 0.08% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 6,043 | $35.7 萬 | 0.01% | +21+0.3% | 加碼 |
| Pictet North America Advisors SA | 5,950 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| We Are One Seven, LLC | 5,893 | $34.8 萬 | 0.01% | −68−1.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,856 | $34.6 萬 | 0.00% | −1,259−17.7% | 減碼 |
| Prentice Wealth Management LLC | 5,824 | $34.4 萬 | 0.08% | +151+2.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,800 | $34.3 萬 | 0.09% | 00.0% | 不變 |
| Credit Agricole S A | 5,700 | $33.7 萬 | 0.00% | −22,575−79.8% | 減碼 |