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
2026 年第 1 季 13F 持有人
Carlyle Group Inc. 在 2026/3/31 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
- 604
- 較 2025 年第 4 季 −15 家
- 持有股數
- 2.19 億
- 較 2025 年第 4 季 +2,147 萬 (+10.9%)
- 總市值
- $106.0 億
- 較 2025 年第 4 季 −$10.8 億 (−9.2%)
- 新進機構
- 76
- 另有 237 家加碼
- 清倉機構
- 91
- 另有 188 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,024,445 | $15.0 億 | 0.03% | +327,986+1.1% | 加碼 |
| Capital World Investors | 17,827,216 | $8.63 億 | 0.12% | −2,143,663−10.7% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 16,583,907 | $8.02 億 | 1.07% | +1,385,638+9.1% | 加碼 |
| Vanguard Portfolio Management LLC | 11,819,550 | $5.72 億 | 0.03% | +11,819,550 | 新進 |
| Vanguard Capital Management LLC | 11,393,671 | $5.51 億 | 0.01% | +11,393,671 | 新進 |
| Morgan Stanley | 10,172,445 | $4.92 億 | 0.03% | −17,503−0.2% | 減碼 |
| State Street Corp | 9,680,870 | $4.68 億 | 0.02% | +135,751+1.4% | 加碼 |
| Massachusetts Financial Services Co | 7,649,009 | $3.73 億 | 0.13% | −86,289−1.1% | 減碼 |
| Millennium Management LLC | 6,803,055 | $3.29 億 | 0.25% | −1,537,476−18.4% | 減碼 |
| William Blair Investment Management, LLC | 6,301,109 | $3.05 億 | 1.01% | −830,793−11.6% | 減碼 |
| Alkeon Capital Management LLC | 5,941,316 | $2.88 億 | 1.30% | 00.0% | 不變 |
| Geode Capital Management, LLC | 5,149,123 | $2.49 億 | 0.02% | +149,243+3.0% | 加碼 |
| Ariel Investments, LLC | 3,981,757 | $1.93 億 | 2.16% | +31,424+0.8% | 加碼 |
| FMR LLC | 3,704,590 | $1.79 億 | 0.01% | +1,337,912+56.5% | 加碼 |
| Legal & General Group Plc | 3,502,332 | $1.69 億 | 0.04% | +241,955+7.4% | 加碼 |
| Dimensional Fund Advisors LP | 3,045,978 | $1.47 億 | 0.03% | −130,391−4.1% | 減碼 |
| UBS Group AG | 2,902,388 | $1.40 億 | 0.02% | +365,850+14.4% | 加碼 |
| Ameriprise Financial Inc | 2,721,593 | $1.32 億 | 0.03% | +216,144+8.6% | 加碼 |
| Northern Trust Corp | 2,499,796 | $1.21 億 | 0.02% | +16,793+0.7% | 加碼 |
| Bank of New York Mellon Corp | 2,047,650 | $9,909 萬 | 0.02% | +23,065+1.1% | 加碼 |
| Goldman Sachs Group Inc | 1,624,369 | $7,860 萬 | 0.01% | +384,309+31.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,606,839 | $7,775 萬 | 0.02% | +1,606,839 | 新進 |
| Beutel, Goodman & Co Ltd. | 1,518,992 | $7,350 萬 | 0.50% | −916,145−37.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,516,611 | $7,339 萬 | 0.02% | +136,384+9.9% | 加碼 |
| Regents of the University of California | 1,516,016 | $7,336 萬 | 2.44% | +1,516,016 | 新進 |
| Bank of America Corp | 1,338,807 | $6,478 萬 | 0.00% | −151,757−10.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 1,327,000 | $6,421 萬 | 0.54% | 00.0% | 不變 |
| Algebris (UK) Ltd | 1,295,034 | $6,256 萬 | 4.53% | +441,780+51.8% | 加碼 |
| Davis Asset Management, L.P. | 1,131,000 | $5,473 萬 | 1.58% | +131,000+13.1% | 加碼 |
| JPMorgan Chase & Co | 1,176,413 | $5,461 萬 | 0.00% | +197,210+20.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,127,984 | $5,458 萬 | 0.01% | +60,929+5.7% | 加碼 |
| Nuveen, LLC | 959,516 | $4,643 萬 | 0.01% | +286,869+42.6% | 加碼 |
| Russell Investments Group, Ltd. | 936,458 | $4,519 萬 | 0.05% | +2,926+0.3% | 加碼 |
| Royal Bank of Canada | 883,679 | $4,276 萬 | 0.01% | +474,667+116.1% | 加碼 |
| LPL Financial LLC | 809,274 | $3,916 萬 | 0.01% | −120,499−13.0% | 減碼 |
| Deutsche Bank AG | 800,827 | $3,875 萬 | 0.01% | +206,710+34.8% | 加碼 |
| Rhumbline Advisers | 718,651 | $3,478 萬 | 0.03% | +15,773+2.2% | 加碼 |
| Freestone Grove Partners LP | 693,262 | $3,355 萬 | 0.24% | +249,120+56.1% | 加碼 |
| Private Management Group Inc | 691,425 | $3,346 萬 | 0.96% | +27,484+4.1% | 加碼 |
| Invesco Ltd. | 677,750 | $3,280 萬 | 0.00% | −438,477−39.3% | 減碼 |
| Franklin Street Advisors Inc | 663,226 | $3,209 萬 | 1.97% | −60,813−8.4% | 減碼 |
| Amundi | 656,220 | $3,175 萬 | 0.01% | −162,315−19.8% | 減碼 |
| Prana Capital Management, LP | 650,586 | $3,148 萬 | 0.97% | +650,586 | 新進 |
| Principal Financial Group Inc | 579,076 | $2,802 萬 | 0.01% | +21,027+3.8% | 加碼 |
| Sirios Capital Management L P | 542,251 | $2,624 萬 | 3.18% | +108,399+25.0% | 加碼 |
| Deprince Race & Zollo Inc | 527,290 | $2,552 萬 | 0.48% | +66,045+14.3% | 加碼 |
| Rockefeller Capital Management L.P. | 485,958 | $2,352 萬 | 0.04% | +5,393+1.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 483,692 | $2,341 萬 | 0.02% | −23,848−4.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 483,102 | $2,338 萬 | 0.02% | −24,472−4.8% | 減碼 |
| Alyeska Investment Group, L.P. | 480,930 | $2,327 萬 | 0.07% | +460,796+2,288.6% | 加碼 |
| Vanguard Asset Management, Ltd | 474,701 | $2,297 萬 | 0.02% | +474,701 | 新進 |
| CastleKnight Management LP | 472,976 | $2,289 萬 | 1.07% | +207,600+78.2% | 加碼 |
| Envestnet Asset Management Inc | 471,242 | $2,280 萬 | 0.01% | +11,872+2.6% | 加碼 |
| Assetmark, Inc | 465,444 | $2,252 萬 | 0.05% | −5,591−1.2% | 減碼 |
| California Public Employees Retirement System | 464,176 | $2,246 萬 | 0.01% | +563+0.1% | 加碼 |
| Alliancebernstein L.P. | 375,142 | $2,217 萬 | 0.01% | −68,159−15.4% | 減碼 |
| Raymond James Financial Inc | 399,461 | $1,933 萬 | 0.01% | −190,298−32.3% | 減碼 |
| Jane Street Group, LLC | 397,406 | $1,923 萬 | 0.02% | +377,717+1,918.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 389,925 | $1,887 萬 | 0.01% | −45,067−10.4% | 減碼 |
| Wells Fargo & Company | 381,643 | $1,847 萬 | 0.00% | −8,797−2.3% | 減碼 |
| Great West Life Assurance Co | 377,242 | $1,831 萬 | 0.03% | +16,695+4.6% | 加碼 |
| Walleye Capital LLC | 371,955 | $1,800 萬 | 0.11% | −62,335−14.4% | 減碼 |
| Woodline Partners LP | 351,606 | $1,701 萬 | 0.06% | +351,606 | 新進 |
| Frontier Capital Management Co LLC | 332,306 | $1,608 萬 | 0.17% | −166,685−33.4% | 減碼 |
| Natixis Advisors, L.P. | 324,821 | $1,572 萬 | 0.02% | −625−0.2% | 減碼 |
| California State Teachers Retirement System | 319,119 | $1,544 萬 | 0.02% | −11,675−3.5% | 減碼 |
| Retirement Systems of Alabama | 318,127 | $1,539 萬 | 0.05% | +6,691+2.1% | 加碼 |
| Holocene Advisors, LP | 317,967 | $1,539 萬 | 0.04% | +317,967 | 新進 |
| Sargent Investment Group, LLC | 303,683 | $1,470 萬 | 1.94% | −1,404−0.5% | 減碼 |
| Barclays PLC | 295,332 | $1,429 萬 | 0.01% | −111,403−27.4% | 減碼 |
| Argent Capital Management LLC | 287,415 | $1,391 萬 | 0.44% | −315,478−52.3% | 減碼 |
| Cerity Partners LLC | 285,201 | $1,380 萬 | 0.02% | +198,279+228.1% | 加碼 |
| AQR Capital Management LLC | 281,176 | $1,361 萬 | 0.01% | +112,578+66.8% | 加碼 |
| CSM Advisors, LLC | 275,091 | $1,331 萬 | 0.33% | −33,636−10.9% | 減碼 |
| Bank of Montreal | 259,216 | $1,254 萬 | 0.01% | +37,788+17.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 258,736 | $1,252 萬 | 1.80% | +6,423+2.5% | 加碼 |
| Victory Capital Management Inc | 250,022 | $1,210 萬 | 0.01% | +153,957+160.3% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 244,985 | $1,185 萬 | 0.16% | +244,985 | 新進 |
| Van Eck Associates Corp | 243,940 | $1,180 萬 | 0.01% | +119,700+96.3% | 加碼 |
| Jones Financial Companies LLLP | 256,250 | $1,170 萬 | 0.01% | +246,857+2,628.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 239,753 | $1,160 萬 | 0.01% | +19,621+8.9% | 加碼 |
| Brown Advisory Inc | 239,545 | $1,159 萬 | 0.02% | +27,121+12.8% | 加碼 |
| Sit Investment Associates Inc | 239,215 | $1,158 萬 | 0.23% | −22,825−8.7% | 減碼 |
| Price T Rowe Associates Inc | 236,549 | $1,145 萬 | 0.00% | +24,435+11.5% | 加碼 |
| DnB Asset Management AS | 236,261 | $1,143 萬 | 0.04% | −6,552−2.7% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 223,719 | $1,083 萬 | 0.87% | +19,096+9.3% | 加碼 |
| HSBC Holdings PLC | 212,167 | $1,025 萬 | 0.01% | +103,552+95.3% | 加碼 |
| MetLife Investment Management | 208,822 | $1,010 萬 | 0.05% | +11,110+5.6% | 加碼 |
| Royal London Asset Management Ltd | 205,869 | $996.2 萬 | 0.02% | −4,995−2.4% | 減碼 |
| Point72 Asset Management, L.P. | 203,000 | $982.3 萬 | 0.02% | +203,000 | 新進 |
| Gator Capital Management, LLC | 191,195 | $925.2 萬 | 1.97% | +27,060+16.5% | 加碼 |
| Oppenheimer & Co Inc | 191,081 | $924.6 萬 | 0.11% | −2,377−1.2% | 減碼 |
| Fifth Third Bancorp | 182,418 | $882.7 萬 | 0.02% | +65,544+56.1% | 加碼 |
| Standard Life Aberdeen plc | 180,914 | $875.4 萬 | 0.01% | +5,206+3.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 176,712 | $855.1 萬 | 0.07% | +176,712 | 新進 |
| Citigroup Inc | 165,350 | $800.1 萬 | 0.01% | −7,476−4.3% | 減碼 |
| Stifel Financial Corp | 163,766 | $792.5 萬 | 0.01% | +865+0.5% | 加碼 |
| Capital International Inc | 160,648 | $777.4 萬 | 0.06% | +35,228+28.1% | 加碼 |
| Lazard Asset Management LLC | 160,477 | $776.5 萬 | 0.01% | −4,237−2.6% | 減碼 |
| BW Gestao de Investimentos Ltda. | 160,000 | $774.2 萬 | 0.34% | +160,000 | 新進 |