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 |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 5,312 | $25.7 萬 | 0.10% | +1,616+43.7% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 5,317 | $25.7 萬 | 0.02% | −306−5.4% | 減碼 |
| Ostrum Asset Management | 5,345 | $25.9 萬 | 0.01% | +4,326+424.5% | 加碼 |
| Sym Financial Corp | 5,382 | $26.0 萬 | 0.03% | +83+1.6% | 加碼 |
| Fayez Sarofim & Co | 5,399 | $26.1 萬 | 0.00% | −1,450−21.2% | 減碼 |
| Profund Advisors LLC | 5,409 | $26.2 萬 | 0.01% | −64−1.2% | 減碼 |
| Gateway Wealth Partners, LLC | 5,460 | $26.4 萬 | 0.01% | +5,460 | 新進 |
| Westbourne Investment Advisors, Inc. | 5,500 | $26.6 萬 | 0.08% | −300−5.2% | 減碼 |
| AE Wealth Management LLC | 5,576 | $27.0 萬 | 0.00% | +5,576 | 新進 |
| Sagewood Asset Management LP | 5,599 | $27.1 萬 | 0.08% | −1,306−18.9% | 減碼 |
| Integrated Advisors Network LLC | 5,617 | $27.2 萬 | 0.01% | −41,817−88.2% | 減碼 |
| Triad Wealth Partners, LLC | 5,689 | $27.5 萬 | 0.02% | +845+17.4% | 加碼 |
| 1832 Asset Management L.P. | 5,735 | $27.8 萬 | 0.00% | −2,235−28.0% | 減碼 |
| Independent Financial Group, LLC | 5,750 | $27.8 萬 | 0.01% | −1,800−23.8% | 減碼 |
| Visionary Wealth Advisors | 5,856 | $28.3 萬 | 0.01% | −298−4.8% | 減碼 |
| Prentice Wealth Management LLC | 5,870 | $28.4 萬 | 0.06% | +46+0.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 5,906 | $28.6 萬 | 0.00% | −17,358−74.6% | 減碼 |
| Pictet North America Advisors SA | 5,950 | $28.8 萬 | 0.03% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,012 | $29.1 萬 | 0.00% | +156+2.7% | 加碼 |
| Comprehensive Money Management Services LLC | 6,025 | $29.2 萬 | 0.19% | +2,265+60.2% | 加碼 |
| Spirit of America Management Corp | 6,050 | $29.3 萬 | 0.06% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 6,065 | $29.3 萬 | 0.09% | +6,065 | 新進 |
| Pallas Capital Advisors LLC | 6,129 | $29.7 萬 | 0.01% | +86+1.4% | 加碼 |
| Equitable Trust Co | 6,235 | $30.2 萬 | 0.01% | −162−2.5% | 減碼 |
| STRS Ohio | 6,255 | $30.3 萬 | 0.00% | −10−0.2% | 減碼 |
| Kovack Advisors, Inc. | 6,388 | $30.3 萬 | 0.02% | −1,673−20.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 6,368 | $30.8 萬 | 0.01% | −456−6.7% | 減碼 |
| Private Advisor Group, LLC | 6,429 | $31.1 萬 | 0.00% | +863+15.5% | 加碼 |
| Triangle Securities Wealth Management | 6,430 | $31.1 萬 | 0.07% | −38−0.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,513 | $31.5 萬 | 0.02% | +32+0.5% | 加碼 |
| We Are One Seven, LLC | 6,538 | $31.6 萬 | 0.01% | +645+10.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,595 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 6,705 | $32.4 萬 | 0.01% | +1,505+28.9% | 加碼 |
| Summit Financial, LLC | 6,752 | $32.7 萬 | 0.00% | −31−0.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Promethium Advisors,llc | 6,894 | $33.4 萬 | 0.17% | −370−5.1% | 減碼 |
| Keebeck Wealth Management, LLC | 6,955 | $33.7 萬 | 0.04% | −102−1.4% | 減碼 |
| National Asset Management, Inc. | 7,269 | $33.7 萬 | 0.02% | +20.0% | 加碼 |
| Blue Rock Wealth Management LLC | 7,000 | $33.9 萬 | 0.22% | 00.0% | 不變 |
| Merit Financial Group, LLC | 7,017 | $34.0 萬 | 0.00% | +3,178+82.8% | 加碼 |
| FJ Capital Management LLC | 7,055 | $34.1 萬 | 0.04% | +7,055 | 新進 |
| Wedmont Private Capital | 7,138 | $34.4 萬 | 0.01% | +1,126+18.7% | 加碼 |
| Principle Wealth Partners LLC | 7,131 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Glenview Trust Co | 7,141 | $34.6 萬 | 0.01% | +32+0.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,469 | $36.1 萬 | 0.01% | +734+10.9% | 加碼 |
| North Dakota State Investment Board | 7,646 | $37.0 萬 | 0.02% | −1,562−17.0% | 減碼 |
| Abn Amro Investment Solutions | 7,789 | $37.7 萬 | 0.00% | +422+5.7% | 加碼 |
| VestGen Advisors, LLC | 7,576 | $37.9 萬 | 0.01% | −4,495−37.2% | 減碼 |
| Hantz Financial Services, Inc. | 8,046 | $38.9 萬 | 0.01% | +2,987+59.0% | 加碼 |
| Quantbot Technologies LP | 8,044 | $38.9 萬 | 0.02% | +8,044 | 新進 |
| EdgeRock Capital LLC | 8,045 | $38.9 萬 | 0.11% | +481+6.4% | 加碼 |
| Segment Wealth Management, LLC | 8,200 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,263 | $40.0 萬 | 0.00% | +4,844+141.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 8,290 | $40.1 萬 | 0.00% | +697+9.2% | 加碼 |
| Legato Capital Management LLC | 8,340 | $40.4 萬 | 0.04% | −5,539−39.9% | 減碼 |
| Cassaday & Co Wealth Management LLC | 8,363 | $40.5 萬 | 0.01% | +3,000+55.9% | 加碼 |
| E&G Advisors, LP | 8,600 | $41.6 萬 | 0.09% | 00.0% | 不變 |
| Park Avenue Securities LLC | 8,618 | $41.7 萬 | 0.00% | +5+0.1% | 加碼 |
| Shelton Capital Management | 8,676 | $42.0 萬 | 0.01% | +1,116+14.8% | 加碼 |
| Saudi Central Bank | 8,678 | $42.0 萬 | 0.01% | +8,678 | 新進 |
| Sterling Capital Management LLC | 8,816 | $42.7 萬 | 0.01% | −6,689−43.1% | 減碼 |
| Greenwood Capital Associates LLC | 8,859 | $42.9 萬 | 0.05% | −319−3.5% | 減碼 |
| NewEdge Wealth, LLC | 9,044 | $43.8 萬 | 0.01% | +35+0.4% | 加碼 |
| GAMMA Investing LLC | 9,062 | $43.9 萬 | 0.02% | +48+0.5% | 加碼 |
| Fiduciary Group LLC | 9,164 | $44.3 萬 | 0.04% | +164+1.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| Vident Advisory, LLC | 9,370 | $45.3 萬 | 0.00% | +2,565+37.7% | 加碼 |
| Two Sigma Securities, LLC | 9,575 | $46.3 萬 | 0.05% | +6,153+179.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 9,901 | $47.9 萬 | 0.00% | +9,901 | 新進 |
| Retirement Planning Co of New England, Inc. | 9,915 | $48.0 萬 | 0.20% | +424+4.5% | 加碼 |
| TBH Global Asset Management, LLC | 10,035 | $48.6 萬 | 0.10% | +222+2.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,208 | $49.4 萬 | 0.00% | +1,893+22.8% | 加碼 |
| Fort Sheridan Advisors LLC | 10,300 | $49.8 萬 | 0.06% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 10,341 | $50.0 萬 | 0.03% | +10,341 | 新進 |
| Bearing Point Capital, LLC | 10,390 | $50.3 萬 | 0.08% | −16,933−62.0% | 減碼 |
| ProShare Advisors LLC | 10,408 | $50.4 萬 | 0.00% | +20.0% | 加碼 |
| Siemens Fonds Invest GmbH | 10,429 | $50.5 萬 | 0.03% | +252+2.5% | 加碼 |
| Tritonpoint Wealth, LLC | 10,525 | $50.9 萬 | 0.05% | +9+0.1% | 加碼 |
| Moors & Cabot, Inc. | 10,879 | $52.6 萬 | 0.02% | +1,425+15.1% | 加碼 |
| Catalyst Capital Advisors LLC | 11,000 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 11,085 | $53.6 萬 | 0.07% | −236−2.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,097 | $53.7 萬 | 0.02% | −213−1.9% | 減碼 |
| Tobam | 11,116 | $53.8 萬 | 0.14% | +5,610+101.9% | 加碼 |
| Capstone Investment Advisors, LLC | 11,143 | $53.9 萬 | 0.00% | +11,143 | 新進 |
| Everhart Financial Group, Inc. | 11,145 | $53.9 萬 | 0.05% | −1,906−14.6% | 減碼 |
| North Star Investment Management Corp. | 11,210 | $54.2 萬 | 0.03% | +98+0.9% | 加碼 |
| Rakuten Investment Management, Inc. | 11,738 | $54.5 萬 | 0.00% | +1,778+17.9% | 加碼 |
| US Bancorp | 11,579 | $56.0 萬 | 0.00% | −466−3.9% | 減碼 |
| Carret Asset Management, LLC | 11,640 | $56.3 萬 | 0.06% | +975+9.1% | 加碼 |
| Skopos Labs, Inc. | 11,795 | $57.1 萬 | 0.02% | +2,566+27.8% | 加碼 |
| CIBC Bancorp USA Inc. | 11,815 | $57.2 萬 | 0.00% | +11,815 | 新進 |
| Sterneck Capital Management, LLC | 11,883 | $57.5 萬 | 0.26% | +4,758+66.8% | 加碼 |
| Polymer Capital Management (US) LLC | 12,122 | $58.7 萬 | 0.09% | −6,232−34.0% | 減碼 |
| Blair William & Co | 12,237 | $59.2 萬 | 0.00% | −5,011−29.1% | 減碼 |
| First Manhattan Co | 12,250 | $59.3 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,275 | $59.4 萬 | 0.02% | −578−4.5% | 減碼 |
| 44 Wealth Management LLC | 12,311 | $59.6 萬 | 0.21% | −106−0.9% | 減碼 |
| Stiles Financial Services Inc | 12,439 | $60.2 萬 | 0.18% | +51+0.4% | 加碼 |
| Schroder Investment Management Group | 13,062 | $60.6 萬 | 0.00% | +972+8.0% | 加碼 |