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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 季與 2025 年第 4 季比較

持有 Carlyle Group Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

CG 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數6278604−15
股數2.29 億3,154 萬2.19 億+2,147 萬 (+10.9%)
市值$135.4 億$18.6 億$106.0 億−$10.8 億 (−9.2%)

8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（76 家）

2026 年第 1 季季末持有 Carlyle Group Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 CG 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC11,819,550$5.72 億0.03%
Vanguard Capital Management LLC11,393,671$5.51 億0.01%
Vanguard Fiduciary Trust Co1,606,839$7,775 萬0.02%
Regents of the University of California1,516,016$7,336 萬2.44%
Prana Capital Management, LP650,586$3,148 萬0.97%
Vanguard Asset Management, Ltd474,701$2,297 萬0.02%
Woodline Partners LP351,606$1,701 萬0.06%
Holocene Advisors, LP317,967$1,539 萬0.04%
Soros Fund Management LLC大師索羅斯基金管理244,985$1,185 萬0.16%
Point72 Asset Management, L.P.203,000$982.3 萬0.02%
Schonfeld Strategic Advisors LLC176,712$855.1 萬0.07%
BW Gestao de Investimentos Ltda.160,000$774.2 萬0.34%
Cinctive Capital Management LP155,284$751.4 萬0.49%
Renaissance Technologies LLC136,700$661.5 萬0.01%
HRT Financial LP129,768$627.9 萬0.02%
Vanguard Global Advisers, LLC127,644$617.7 萬0.00%
Vanguard Investments Australia, Ltd.107,758$521.4 萬0.02%
XTX Topco Ltd102,073$493.9 萬0.09%
Entropy Technologies, LP96,565$467.3 萬0.22%
Twinbeech Capital LP93,488$452.4 萬0.47%
Winton Group Ltd92,262$446.5 萬0.16%
Y-Intercept (Hong Kong) Ltd83,153$402.4 萬0.08%
Polar Asset Management Partners Inc.74,007$358.1 萬0.09%
SEB Asset Management AB50,434$244.1 萬0.01%
Brevan Howard Capital Management LP48,132$232.9 萬0.02%
Lalia Capital, LLC42,000$203.2 萬1.28%
Lighthouse Investment Partners, LLC33,699$163.1 萬0.06%
Osmosis Investment Management UK Ltd19,812$95.9 萬0.03%
SIH Partners, LLLP18,600$90.0 萬0.03%
CIBC Bancorp USA Inc.11,815$57.2 萬0.00%
Capstone Investment Advisors, LLC11,143$53.9 萬0.00%
Evolve Private Wealth, LLC10,341$50.0 萬0.03%
Adage Capital Partners GP, L.L.C.9,901$47.9 萬0.00%
Saudi Central Bank8,678$42.0 萬0.01%
Quantbot Technologies LP8,044$38.9 萬0.02%
FJ Capital Management LLC7,055$34.1 萬0.04%
AlphaGrep UK Ltd6,065$29.3 萬0.09%
AE Wealth Management LLC5,576$27.0 萬0.00%
Gateway Wealth Partners, LLC5,460$26.4 萬0.01%
Alpine Global Management, LLC5,290$25.6 萬0.04%
Bank Julius Baer & Co. Ltd, Zurich5,000$24.2 萬0.00%
Krilogy Financial LLC4,700$24.1 萬0.01%
EntryPoint Capital, LLC4,943$23.9 萬0.07%
Oasis Advisors, LLC4,758$23.0 萬0.05%
Diversify Wealth Management, LLC4,618$22.1 萬0.00%
Stamos Capital Partners, L.P.4,382$21.2 萬0.03%
Twin Tree Management, LP4,284$20.7 萬0.04%
Mount Yale Investment Advisors, LLC4,161$20.1 萬0.00%
Advisory Services Network, LLC2,490$12.1 萬0.00%
FIL Ltd1,621$7.84 萬0.00%
Oslo Pensjonsforsikring AS1,199$5.80 萬0.01%
GHP Investment Advisors, Inc.1,186$5.74 萬0.00%
Mather Group, LLC.1,000$4.84 萬0.00%
Main Street Group, LTD568$2.75 萬0.01%
Intesa Sanpaolo Wealth Management500$2.42 萬0.01%
Owl Creek Wealth Partners LLC365$1.77 萬0.01%
EFG International AG280$1.35 萬0.00%
Twin Peaks Wealth Advisors, LLC276$1.34 萬0.00%
Global X Japan Co., Ltd.198$9,5810.00%
Brown, Lisle/Cummings, Inc.69$3,3390.00%
Tidemark, LLC59$2,8550.00%
Key Capital Management, INC58$2,8070.00%
Bare Financial Services, Inc54$2,6130.00%
Colonial Trust Advisors50$2,4200.00%
Activest Wealth Management48$2,3230.00%
JPL Wealth Management, LLC45$2,1780.00%
Stone House Investment Management, LLC41$1,9840.00%
TopTier Wealth Management, LLC9$4360.00%
Investors Portfolio Services LLC7$3430.00%
Intentional Wealth Strategies, LLC7$3390.00%
Vermillion Wealth Management, Inc.6$2900.00%
Prestige Wealth Management Group LLC3$1460.00%
Raffa Wealth Management, LLC2$970.00%
3 Factor Indexing, LLC2$970.00%
Caitong International Asset Management Co., Ltd1$480.00%
Curio Wealth, LLC1$480.00%

清倉機構（91 家）

2025 年第 4 季季末持有 Carlyle Group Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 CG 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Boston Partners5,533,198$3.27 億
Capital International Investors1,713,670$1.01 億
Marshall Wace, LLP742,257$4,387 萬
Kames Capital plc306,433$1,810 萬
Balyasny Asset Management LLC226,712$1,340 萬
Citadel Advisors LLC219,275$1,296 萬
SOL Capital Management CO185,934$1,099 萬
Channing Capital Management, LLC159,229$941.2 萬
River Road Asset Management, LLC152,601$902.0 萬
Skandinaviska Enskilda Banken AB (publ)130,954$773.9 萬
Worldquant Millennium Advisors LLC91,592$541.4 萬
Woodbridge Co Ltd63,000$372.4 萬
Assenagon Asset Management S.A.61,998$366.5 萬
Landscape Capital Management, L.L.C.56,231$332.4 萬
JRM Investment Counsel, LLC54,921$324.6 萬
Verition Fund Management LLC50,100$296.1 萬
Empire Financial Management Company, LLC36,500$215.8 萬
CenterBook Partners LP35,199$208.1 萬
Park Circle Co34,765$205.5 萬
Element Capital Management LLC34,476$203.8 萬
Pinebridge Investments LLC33,977$200.8 萬
Simplex Trading, LLC33,129$195.8 萬
FFG Partners, LLC27,119$160.3 萬
Tocqueville Asset Management L.P.26,250$155.2 萬
ExodusPoint Capital Management, LP24,646$145.7 萬
Edgestream Partners, L.P.22,113$130.7 萬
Inceptionr LLC21,233$125.5 萬
Massar Capital Management, LP20,075$118.7 萬
Capstone Capital Management Ltd16,554$97.9 萬
Nilsine Partners, LLC16,084$95.1 萬
Verdence Capital Advisors LLC13,032$77.0 萬
Nomura Asset Management International Inc.9,600$56.7 萬
Jefferies Financial Group Inc.9,000$53.2 萬
Forum Financial Management, LP8,886$52.5 萬
Cynosure Management, LLC7,770$45.9 萬
Teacher Retirement System of Texas7,753$45.8 萬
Diversify Advisory Services, LLC6,897$45.3 萬
Fieldview Capital Management, LLC7,006$41.4 萬
SRS Capital Advisors, Inc.6,568$38.8 萬
Advisor OS, LLC5,504$32.5 萬
HighPoint Advisor Group LLC5,497$32.5 萬
MJP Associates Inc5,343$31.6 萬
Jump Financial, LLC4,873$28.8 萬
Rafferty Asset Management, LLC4,361$25.8 萬
Mirador Capital Partners LP4,059$24.0 萬
Thurston, Springer, Miller, Herd & Titak, Inc.4,008$23.7 萬
UniSuper Management Pty Ltd4,000$23.6 萬
Fielder Capital Group LLC3,984$23.5 萬
Crossmark Global Holdings, Inc.3,914$23.1 萬
AlphaCore Capital LLC3,819$22.6 萬
David R. Rahn & Associates Inc.3,805$22.5 萬
International Assets Investment Management, LLC3,735$22.1 萬
Callan Family Office, LLC3,712$21.9 萬
Sowell Financial Services LLC3,680$21.8 萬
GW Henssler & Associates Ltd3,673$21.7 萬
Carnegie Lake Advisors LLC3,665$21.7 萬
RSM US Wealth Management LLC3,572$21.5 萬
Toroso Investments, LLC3,631$21.5 萬
Baird Financial Group, Inc.3,606$21.3 萬
Capital Investment Counsel, Inc3,600$21.3 萬
Lido Advisors, LLC3,335$20.9 萬
Sagespring Wealth Partners, LLC3,435$20.3 萬
Stock Yards Bank & Trust Co3,425$20.2 萬
Brown Miller Wealth Management, LLC3,400$20.1 萬
TCW Group Inc3,390$20.0 萬
Quest Partners LLC1,940$11.5 萬
Ancora Advisors, LLC1,533$9.06 萬
SageView Advisory Group, LLC1,196$7.07 萬
Delos Wealth Advisors, LLC1,003$5.93 萬
Quattro Advisors LLC293$1.73 萬
Cape Investment Advisory, Inc.275$1.63 萬
Bokf, NA274$1.62 萬
Berbice Capital Management LLC200$1.18 萬
Fideuram Asset Management (Ireland) dac199$1.00 萬
Modus Advisors, LLC148$8,748
Vision Financial Markets LLC103$6,073
Meeder Asset Management Inc102$6,029
Battery Global Advisors, LLC65$3,842
Quarry LP64$3,783
United Community Bank63$3,724
Comprehensive Financial Planning, Inc.51$3,014
Turning Point Benefit Group, Inc.21$1,241
Johnson Financial Group, Inc.20$1,183
Valued Wealth Advisors LLC14$828
Manchester Capital Management LLC11$651
Atlantic Private Wealth, LLC10$595
Wealth Watch Advisors, INC8$473
Dogwood Wealth Management LLC8$473
Davis Capital Management7$414
Eastern Bank3$177
Elyxium Wealth, LLC3$177

尚未申報 2026 年第 1 季的機構（8 家）

2025 年第 4 季季末持有 Carlyle Group Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 CG、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc26,368,246$15.6 億
Norges Bank4,876,621$2.88 億
Forsta Ap-Fonden164,100$970.0 萬
Comerica Bank85,861$507.5 萬
Meketa Investment Group Inc28,398$167.9 萬
CIBC World Markets Corp8,158$48.2 萬
Global Retirement Partners, LLC7,485$44.2 萬
CIBC Private Wealth Group, LLC1,759$10.4 萬