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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 5,623 | $33.2 萬 | 0.02% | −73−1.3% | 減碼 |
| Private Advisor Group, LLC | 5,566 | $32.9 萬 | 0.00% | −3,186−36.4% | 減碼 |
| Advisor OS, LLC | 5,504 | $32.5 萬 | 0.03% | −468−7.8% | 減碼 |
| Tobam | 5,506 | $32.5 萬 | 0.08% | +5,482+22,841.7% | 加碼 |
| HighPoint Advisor Group LLC | 5,497 | $32.5 萬 | 0.01% | −454−7.6% | 減碼 |
| Profund Advisors LLC | 5,473 | $32.4 萬 | 0.01% | −436−7.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,438 | $32.1 萬 | 0.00% | −1,225−18.4% | 減碼 |
| M&T Bank Corp | 5,385 | $31.8 萬 | 0.00% | +5,385 | 新進 |
| Cassaday & Co Wealth Management LLC | 5,363 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| MJP Associates Inc | 5,343 | $31.6 萬 | 0.04% | −471−8.1% | 減碼 |
| Wellington Management Group LLP | 5,309 | $31.4 萬 | 0.00% | +2,006+60.7% | 加碼 |
| Sym Financial Corp | 5,299 | $31.3 萬 | 0.03% | −1,937−26.8% | 減碼 |
| Cary Street Partners Financial LLC | 5,200 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 5,161 | $30.5 萬 | 0.00% | +212+4.3% | 加碼 |
| Mission Wealth Management, LP | 5,139 | $30.4 萬 | 0.01% | −6−0.1% | 減碼 |
| KRS Capital Management, LLC | 5,120 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 5,059 | $29.9 萬 | 0.00% | +2,227+78.6% | 加碼 |
| Harbor Investment Advisory, LLC | 5,000 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 4,976 | $29.4 萬 | 0.01% | −453−8.3% | 減碼 |
| Tranquility Partners, LLC | 4,933 | $29.2 萬 | 0.11% | −288−5.5% | 減碼 |
| BFSG, LLC | 4,915 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 4,873 | $28.8 萬 | 0.00% | +4,873 | 新進 |
| Triad Wealth Partners, LLC | 4,844 | $28.6 萬 | 0.03% | −2,813−36.7% | 減碼 |
| Macquarie Group Ltd | 4,686 | $27.7 萬 | 0.00% | −6,173−56.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,672 | $27.6 萬 | 0.01% | −145−3.0% | 減碼 |
| Havemeyer Place LP | 4,645 | $27.5 萬 | 0.05% | +4,645 | 新進 |
| Farther Finance Advisors, LLC | 4,586 | $27.1 萬 | 0.00% | +2,797+156.3% | 加碼 |
| Flatrock Wealth Partners LLC | 4,572 | $27.0 萬 | 0.13% | +4,572 | 新進 |
| Vestcor Inc | 4,543 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 4,549 | $26.9 萬 | 0.00% | +4,549 | 新進 |
| Stelac Advisory Services LLC | 4,510 | $26.7 萬 | 0.09% | −176−3.8% | 減碼 |
| Herold Advisors, Inc. | 4,500 | $26.6 萬 | 0.06% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 4,431 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Select Advisors, LLC | 4,415 | $26.1 萬 | 0.18% | 00.0% | 不變 |
| PMG Family Office LLC | 4,409 | $26.1 萬 | 0.30% | 00.0% | 不變 |
| Barrett & Company, Inc. | 4,406 | $26.0 萬 | 0.09% | 00.0% | 不變 |
| Umb Bank N A | 4,385 | $25.9 萬 | 0.00% | +601+15.9% | 加碼 |
| Rafferty Asset Management, LLC | 4,361 | $25.8 萬 | 0.00% | −139−3.1% | 減碼 |
| Atomi Financial Group, Inc. | 4,332 | $25.6 萬 | 0.01% | +178+4.3% | 加碼 |
| Investment Partners Asset Management, Inc. | 4,253 | $25.1 萬 | 0.16% | −275−6.1% | 減碼 |
| Pictet & Cie (Europe) SA | 4,250 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Mirador Capital Partners LP | 4,059 | $24.0 萬 | 0.03% | −64−1.6% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $23.7 萬 | 0.08% | +4,008 | 新進 |
| UniSuper Management Pty Ltd | 4,000 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Fielder Capital Group LLC | 3,984 | $23.5 萬 | 0.05% | +3,984 | 新進 |
| Cresset Asset Management, LLC | 3,929 | $23.2 萬 | 0.00% | +6+0.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,914 | $23.1 萬 | 0.00% | +77+2.0% | 加碼 |
| Vise Technologies, Inc. | 3,874 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 3,839 | $22.7 萬 | 0.00% | +444+13.1% | 加碼 |
| AlphaCore Capital LLC | 3,819 | $22.6 萬 | 0.01% | +3,819 | 新進 |
| David R. Rahn & Associates Inc. | 3,805 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Comprehensive Money Management Services LLC | 3,760 | $22.2 萬 | 0.15% | +3,760 | 新進 |
| International Assets Investment Management, LLC | 3,735 | $22.1 萬 | 0.02% | −723−16.2% | 減碼 |
| Callan Family Office, LLC | 3,712 | $21.9 萬 | 0.00% | +108+3.0% | 加碼 |
| Whetstone Capital Advisors, LLC | 3,696 | $21.8 萬 | 0.07% | +317+9.4% | 加碼 |
| Atlantic Union Bankshares Corp | 3,736 | $21.8 萬 | 0.00% | −10−0.3% | 減碼 |
| Sowell Financial Services LLC | 3,680 | $21.8 萬 | 0.01% | −46−1.2% | 減碼 |
| GW Henssler & Associates Ltd | 3,673 | $21.7 萬 | 0.01% | +217+6.3% | 加碼 |
| Carnegie Lake Advisors LLC | 3,665 | $21.7 萬 | 0.08% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 3,572 | $21.5 萬 | 0.00% | −19−0.5% | 減碼 |
| Toroso Investments, LLC | 3,631 | $21.5 萬 | 0.00% | −2,218−37.9% | 減碼 |
| Larson Financial Group LLC | 3,625 | $21.4 萬 | 0.01% | +142+4.1% | 加碼 |
| Baird Financial Group, Inc. | 3,606 | $21.3 萬 | 0.00% | +3,606 | 新進 |
| Capital Investment Counsel, Inc | 3,600 | $21.3 萬 | 0.03% | 00.0% | 不變 |
| Lido Advisors, LLC | 3,335 | $20.9 萬 | 0.00% | +83+2.6% | 加碼 |
| Equitable Holdings, Inc. | 3,465 | $20.5 萬 | 0.00% | −2,364−40.6% | 減碼 |
| Nisa Investment Advisors, LLC | 3,443 | $20.4 萬 | 0.00% | +3,002+680.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 3,435 | $20.3 萬 | 0.00% | −364−9.6% | 減碼 |
| Stock Yards Bank & Trust Co | 3,425 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 3,422 | $20.2 萬 | 0.03% | +3,422 | 新進 |
| Integrated Wealth Concepts LLC | 3,419 | $20.2 萬 | 0.00% | −4,101−54.5% | 減碼 |
| Brown Miller Wealth Management, LLC | 3,400 | $20.1 萬 | 0.06% | +23+0.7% | 加碼 |
| TCW Group Inc | 3,390 | $20.0 萬 | 0.00% | +3,390 | 新進 |
| Spire Wealth Management | 3,370 | $19.9 萬 | 0.01% | −1,279−27.5% | 減碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $19.6 萬 | 0.15% | +3,312 | 新進 |
| Old Point Trust & Financial Services N A | 3,000 | $17.7 萬 | 0.06% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,949 | $17.4 萬 | 0.00% | +14+0.5% | 加碼 |
| Western Pacific Wealth Management, LP | 2,849 | $16.8 萬 | 0.16% | −507−15.1% | 減碼 |
| Tower View Investment Management & Research LLC | 2,258 | $13.3 萬 | 0.07% | +15+0.7% | 加碼 |
| Leonteq Securities AG | 2,216 | $13.1 萬 | 0.01% | −379−14.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 2,210 | $13.1 萬 | 0.00% | −3,640−62.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,181 | $12.9 萬 | 0.01% | +2,181 | 新進 |
| Ramirez Asset Management, Inc. | 2,100 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 2,098 | $12.4 萬 | 0.03% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,045 | $12.1 萬 | 0.00% | +118+6.1% | 加碼 |
| Tema ETFs LLC | 2,014 | $11.9 萬 | 0.01% | +2,014 | 新進 |
| Quest Partners LLC | 1,940 | $11.5 萬 | 0.01% | +660+51.6% | 加碼 |
| Sunbelt Securities, Inc. | 1,790 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 1,771 | $10.5 萬 | 0.00% | −16−0.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,759 | $10.4 萬 | 0.00% | −495−22.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,665 | $9.80 萬 | 0.00% | +87+5.5% | 加碼 |
| Smartleaf Asset Management LLC | 1,627 | $9.78 萬 | 0.00% | +164+11.2% | 加碼 |
| Bogart Wealth, LLC | 1,571 | $9.29 萬 | 0.00% | −5−0.3% | 減碼 |
| Ancora Advisors, LLC | 1,533 | $9.06 萬 | 0.00% | +1,533 | 新進 |
| Valley National Advisers Inc | 1,520 | $8.90 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,443 | $8.50 萬 | 0.04% | −639−30.7% | 減碼 |
| Parallel Advisors, LLC | 1,403 | $8.29 萬 | 0.00% | +1,010+257.0% | 加碼 |
| Gold Investment Management Ltd. | 1,382 | $8.17 萬 | 0.03% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,377 | $8.14 萬 | 0.00% | +46+3.5% | 加碼 |