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 |
|---|---|---|---|---|---|
| Adkins Seale Capital Management LLC | 546 | $2.64 萬 | 0.03% | 00.0% | 不變 |
| Main Street Group, LTD | 568 | $2.75 萬 | 0.01% | +568 | 新進 |
| Deseret Mutual Benefit Administrators | 584 | $2.83 萬 | 0.01% | +272+87.2% | 加碼 |
| Central Trust Co | 600 | $2.90 萬 | 0.00% | −7−1.2% | 減碼 |
| Golden State Wealth Management, LLC | 600 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 627 | $3.03 萬 | 0.01% | +25+4.2% | 加碼 |
| Motco | 642 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 704 | $3.41 萬 | 0.00% | +84+13.5% | 加碼 |
| Oakworth Capital, Inc. | 708 | $3.43 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 713 | $3.45 萬 | 0.00% | −303−29.8% | 減碼 |
| Cornerstone Planning Group LLC | 680 | $3.49 萬 | 0.00% | +139+25.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 740 | $3.58 萬 | 0.01% | −215−22.5% | 減碼 |
| Community Bank, N.A. | 772 | $3.73 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 805 | $3.90 萬 | 0.00% | +393+95.4% | 加碼 |
| Harbour Investments, Inc. | 810 | $3.91 萬 | 0.00% | +582+255.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 811 | $4.05 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 882 | $4.27 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 958 | $4.64 萬 | 0.01% | −130−11.9% | 減碼 |
| Bessemer Group Inc | 956 | $4.70 萬 | 0.00% | −709−42.6% | 減碼 |
| Mather Group, LLC. | 1,000 | $4.84 萬 | 0.00% | +1,000 | 新進 |
| CVA Family Office, LLC | 1,003 | $4.85 萬 | 0.01% | +138+16.0% | 加碼 |
| LRI Investments, LLC | 1,035 | $5.01 萬 | 0.00% | +86+9.1% | 加碼 |
| Los Angeles Capital Management LLC | 1,120 | $5.42 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,148 | $5.56 萬 | 0.00% | −1,801−61.1% | 減碼 |
| GHP Investment Advisors, Inc. | 1,186 | $5.74 萬 | 0.00% | +1,186 | 新進 |
| Oslo Pensjonsforsikring AS | 1,199 | $5.80 萬 | 0.01% | +1,199 | 新進 |
| Smartleaf Asset Management LLC | 1,294 | $6.01 萬 | 0.00% | −333−20.5% | 減碼 |
| Keating Financial Advisory Services, Inc. | 1,252 | $6.06 萬 | 0.01% | −31−2.4% | 減碼 |
| Quadrant Capital Group LLC | 1,325 | $6.41 萬 | 0.00% | −2−0.2% | 減碼 |
| Allworth Financial LP | 1,334 | $6.45 萬 | 0.00% | +613+85.0% | 加碼 |
| Gold Investment Management Ltd. | 1,382 | $6.69 萬 | 0.02% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 1,400 | $6.77 萬 | 0.01% | −700−33.3% | 減碼 |
| Parallel Advisors, LLC | 1,447 | $7.00 萬 | 0.00% | +44+3.1% | 加碼 |
| Valley National Advisers Inc | 1,520 | $7.30 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,529 | $7.40 萬 | 0.00% | +152+11.0% | 加碼 |
| Bogart Wealth, LLC | 1,602 | $7.75 萬 | 0.00% | +31+2.0% | 加碼 |
| FIL Ltd | 1,621 | $7.84 萬 | 0.00% | +1,621 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $8.22 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,717 | $8.31 萬 | 0.00% | −328−16.0% | 減碼 |
| Huntington National Bank | 1,771 | $8.57 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,876 | $9.08 萬 | 0.00% | +533+39.7% | 加碼 |
| Wellington Shields & Co., LLC | 1,963 | $9.50 萬 | 0.02% | −135−6.4% | 減碼 |
| Tema ETFs LLC | 2,014 | $9.75 萬 | 0.01% | 00.0% | 不變 |
| Ossiam | 2,015 | $9.75 萬 | 0.00% | +948+88.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,082 | $10.1 萬 | 0.01% | −99−4.5% | 減碼 |
| Tower View Investment Management & Research LLC | 2,273 | $11.0 萬 | 0.06% | +15+0.7% | 加碼 |
| Sunbelt Securities, Inc. | 2,290 | $11.1 萬 | 0.01% | +500+27.9% | 加碼 |
| Advisory Services Network, LLC | 2,490 | $12.1 萬 | 0.00% | +2,490 | 新進 |
| Nisa Investment Advisors, LLC | 2,598 | $12.6 萬 | 0.00% | −845−24.5% | 減碼 |
| Bryn Mawr Trust Co | 2,816 | $13.6 萬 | 0.00% | +2,700+2,327.6% | 加碼 |
| Western Pacific Wealth Management, LP | 2,849 | $13.8 萬 | 0.14% | 00.0% | 不變 |
| Spire Wealth Management | 2,956 | $14.3 萬 | 0.00% | −414−12.3% | 減碼 |
| Old Point Trust & Financial Services N A | 3,000 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $16.0 萬 | 0.12% | 00.0% | 不變 |
| Hoertkorn Richard Charles | 3,500 | $16.9 萬 | 0.14% | −16,100−82.1% | 減碼 |
| Stelac Advisory Services LLC | 3,590 | $17.4 萬 | 0.04% | −920−20.4% | 減碼 |
| Atlantic Union Bankshares Corp | 3,694 | $17.8 萬 | 0.00% | −42−1.1% | 減碼 |
| Umb Bank N A | 3,929 | $19.0 萬 | 0.00% | −456−10.4% | 減碼 |
| Equitable Holdings, Inc. | 3,399 | $20.1 萬 | 0.00% | −66−1.9% | 減碼 |
| SlateStone Wealth, LLC | 4,154 | $20.1 萬 | 0.02% | −2,875−40.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,161 | $20.1 萬 | 0.00% | +4,161 | 新進 |
| Larson Financial Group LLC | 4,240 | $20.5 萬 | 0.01% | +615+17.0% | 加碼 |
| Pictet & Cie (Europe) SA | 4,250 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Investment Partners Asset Management, Inc. | 4,253 | $20.6 萬 | 0.13% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 4,283 | $20.7 萬 | 0.00% | −1,155−21.2% | 減碼 |
| Twin Tree Management, LP | 4,284 | $20.7 萬 | 0.04% | +4,284 | 新進 |
| Glenmede Trust Co NA | 4,316 | $20.9 萬 | 0.00% | −233−5.1% | 減碼 |
| DMG Group, LLC | 4,325 | $20.9 萬 | 0.14% | −2,437−36.0% | 減碼 |
| Stamos Capital Partners, L.P. | 4,382 | $21.2 萬 | 0.03% | +4,382 | 新進 |
| Barrett & Company, Inc. | 4,406 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| Commerce Bank | 4,411 | $21.3 萬 | 0.00% | −750−14.5% | 減碼 |
| Cornerstone Select Advisors, LLC | 4,415 | $21.4 萬 | 0.13% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 4,431 | $21.4 萬 | 0.03% | 00.0% | 不變 |
| PMG Family Office LLC | 4,481 | $21.7 萬 | 0.24% | +72+1.6% | 加碼 |
| Herold Advisors, Inc. | 4,500 | $21.8 萬 | 0.05% | 00.0% | 不變 |
| Storebrand Asset Management AS | 4,520 | $21.9 萬 | 0.00% | −9,052−66.7% | 減碼 |
| Vestcor Inc | 4,543 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Flatrock Wealth Partners LLC | 4,548 | $22.0 萬 | 0.10% | −24−0.5% | 減碼 |
| Diversify Wealth Management, LLC | 4,618 | $22.1 萬 | 0.00% | +4,618 | 新進 |
| Snowden Capital Advisors LLC | 4,581 | $22.2 萬 | 0.01% | −2,885−38.6% | 減碼 |
| United Capital Financial Advisers, LLC | 4,609 | $22.3 萬 | 0.00% | −2,505−35.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,681 | $22.7 萬 | 0.01% | +9+0.2% | 加碼 |
| Macquarie Group Ltd | 4,686 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 4,730 | $22.9 萬 | 0.01% | +398+9.2% | 加碼 |
| Vise Technologies, Inc. | 3,874 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Oasis Advisors, LLC | 4,758 | $23.0 萬 | 0.05% | +4,758 | 新進 |
| Colony Group, LLC | 4,760 | $23.0 萬 | 0.00% | −3,658−43.5% | 減碼 |
| Tranquility Partners, LLC | 4,815 | $23.3 萬 | 0.09% | −118−2.4% | 減碼 |
| EntryPoint Capital, LLC | 4,943 | $23.9 萬 | 0.07% | +4,943 | 新進 |
| Hamilton Capital Partners Inc. | 4,976 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Krilogy Financial LLC | 4,700 | $24.1 萬 | 0.01% | +4,700 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $24.2 萬 | 0.00% | +5,000 | 新進 |
| M&T Bank Corp | 5,001 | $24.2 萬 | 0.00% | −384−7.1% | 減碼 |
| Harbor Investment Advisory, LLC | 5,008 | $24.2 萬 | 0.02% | +8+0.2% | 加碼 |
| Leonteq Securities AG | 5,013 | $24.3 萬 | 0.01% | +2,797+126.2% | 加碼 |
| Farther Finance Advisors, LLC | 5,215 | $24.7 萬 | 0.00% | +629+13.7% | 加碼 |
| KRS Capital Management, LLC | 5,120 | $24.8 萬 | 0.15% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,129 | $24.8 萬 | 0.01% | −10−0.2% | 減碼 |
| BFSG, LLC | 5,266 | $25.5 萬 | 0.02% | +351+7.1% | 加碼 |
| Alpine Global Management, LLC | 5,290 | $25.6 萬 | 0.04% | +5,290 | 新進 |