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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 12,601 | $60.9 萬 | 0.04% | +44+0.4% | 加碼 |
| TD Private Client Wealth LLC | 12,732 | $61.6 萬 | 0.01% | +259+2.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 13,002 | $62.9 萬 | 0.09% | +1,319+11.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 13,281 | $64.3 萬 | 0.01% | +179+1.4% | 加碼 |
| Credit Agricole S A | 13,335 | $64.5 萬 | 0.00% | +7,635+133.9% | 加碼 |
| Maryland State Retirement & Pension System | 13,486 | $65.3 萬 | 0.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 13,825 | $66.9 萬 | 0.00% | +9,896+251.9% | 加碼 |
| HB Wealth Management, LLC | 13,883 | $67.2 萬 | 0.00% | +1,657+13.6% | 加碼 |
| Stablepoint Partners, LLC | 14,177 | $68.6 萬 | 0.10% | −10.0% | 減碼 |
| Havemeyer Place LP | 14,236 | $68.9 萬 | 0.08% | +9,591+206.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,260 | $69.0 萬 | 0.00% | −5,462−27.7% | 減碼 |
| Kestra Advisory Services, LLC | 14,726 | $71.3 萬 | 0.00% | −911−5.8% | 減碼 |
| Warren Averett Asset Management, LLC | 14,848 | $71.8 萬 | 0.01% | +3,056+25.9% | 加碼 |
| Arete Wealth Advisors, LLC | 14,920 | $72.2 萬 | 0.05% | −211−1.4% | 減碼 |
| Empowered Funds, LLC | 15,199 | $73.5 萬 | 0.00% | +3,237+27.1% | 加碼 |
| National Pension Service | 15,248 | $73.8 萬 | 0.00% | +1,500+10.9% | 加碼 |
| CIBC Asset Management Inc | 15,269 | $73.9 萬 | 0.00% | +609+4.2% | 加碼 |
| Clearstead Advisors, LLC | 15,301 | $74.0 萬 | 0.01% | −676−4.2% | 減碼 |
| Guinness Asset Management LTD | 15,464 | $74.8 萬 | 0.01% | −167−1.1% | 減碼 |
| CWM, LLC | 15,477 | $74.9 萬 | 0.00% | +3,128+25.3% | 加碼 |
| Benjamin Edwards Inc | 15,503 | $75.0 萬 | 0.01% | −620−3.8% | 減碼 |
| O'Rourke & Company, Inc | 15,512 | $75.1 萬 | 0.30% | +67+0.4% | 加碼 |
| Baldwin Brothers Inc | 15,720 | $76.1 萬 | 0.06% | 00.0% | 不變 |
| Winthrop Partners - WNY, LLC | 16,369 | $79.2 萬 | 0.42% | +58+0.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 16,506 | $79.9 萬 | 0.00% | −865−5.0% | 減碼 |
| Pathstone Holdings, LLC | 16,672 | $80.7 萬 | 0.00% | +776+4.9% | 加碼 |
| QRG Capital Management, Inc. | 16,812 | $81.4 萬 | 0.01% | +3,972+30.9% | 加碼 |
| Investment Management Corp of Ontario | 16,815 | $81.4 萬 | 0.01% | +900+5.7% | 加碼 |
| GM Advisory Group, Inc. | 17,231 | $83.4 萬 | 0.03% | −1,067−5.8% | 減碼 |
| Journey Strategic Wealth LLC | 17,474 | $84.6 萬 | 0.02% | −429−2.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 17,529 | $84.8 萬 | 0.00% | +7,576+76.1% | 加碼 |
| Mercer Global Advisors Inc | 17,567 | $85.0 萬 | 0.00% | −550−3.0% | 減碼 |
| Moody National Bank Trust Division | 17,707 | $85.7 萬 | 0.08% | +259+1.5% | 加碼 |
| Federated Hermes, Inc. | 17,974 | $87.0 萬 | 0.00% | −698−3.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 18,114 | $87.7 萬 | 0.02% | +6,857+60.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 18,236 | $88.2 萬 | 0.03% | +839+4.8% | 加碼 |
| Cordoba Advisory Partners LLC | 18,389 | $88.4 萬 | 0.24% | 00.0% | 不變 |
| Mackenzie Financial Corp | 18,300 | $88.6 萬 | 0.00% | +2,087+12.9% | 加碼 |
| SIH Partners, LLLP | 18,600 | $90.0 萬 | 0.03% | +18,600 | 新進 |
| Arkadios Wealth Advisors | 18,621 | $90.1 萬 | 0.01% | +332+1.8% | 加碼 |
| Intrepid Capital Management Inc | 18,761 | $90.8 萬 | 0.35% | +171+0.9% | 加碼 |
| SMH Capital Advisors Inc | 18,827 | $91.1 萬 | 2.58% | −59−0.3% | 減碼 |
| Waterway Wealth Management, LLC | 19,036 | $92.1 萬 | 0.20% | −6,601−25.7% | 減碼 |
| Voya Investment Management LLC | 19,067 | $92.3 萬 | 0.00% | −6,626−25.8% | 減碼 |
| Ensign Peak Advisors, Inc | 19,092 | $92.4 萬 | 0.00% | +2,350+14.0% | 加碼 |
| Securian Asset Management, Inc | 19,127 | $92.6 萬 | 0.04% | +216+1.1% | 加碼 |
| Carson Advisory Inc. | 19,226 | $93.0 萬 | 0.48% | −600−3.0% | 減碼 |
| Osmosis Investment Management UK Ltd | 19,812 | $95.9 萬 | 0.03% | +19,812 | 新進 |
| Public Employees Retirement Association of Colorado | 20,098 | $97.3 萬 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 20,573 | $99.6 萬 | 0.00% | +800+4.0% | 加碼 |
| Daymark Wealth Partners, LLC | 20,694 | $100.1 萬 | 0.03% | +203+1.0% | 加碼 |
| Davenport & Co LLC | 20,754 | $100.4 萬 | 0.01% | +5,519+36.2% | 加碼 |
| Wellington Management Group LLP | 21,129 | $102.2 萬 | 0.00% | +15,820+298.0% | 加碼 |
| Nordea Investment Management AB | 21,804 | $102.3 萬 | 0.00% | +34+0.2% | 加碼 |
| Janus Henderson Group PLC | 21,573 | $104.4 萬 | 0.00% | 00.0% | 不變 |
| Zhang Financial LLC | 21,852 | $105.7 萬 | 0.04% | −1,966−8.3% | 減碼 |
| D.A. Davidson & Co. | 22,318 | $108.0 萬 | 0.01% | +686+3.2% | 加碼 |
| Garrison Bradford & Associates Inc | 22,643 | $109.6 萬 | 1.24% | −200−0.9% | 減碼 |
| GWM Advisors LLC | 23,290 | $112.7 萬 | 0.00% | +6,658+40.0% | 加碼 |
| Apollon Wealth Management, LLC | 23,379 | $113.1 萬 | 0.02% | −731−3.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,147 | $116.8 萬 | 0.01% | −73−0.3% | 減碼 |
| Quantinno Capital Management LP | 24,202 | $117.1 萬 | 0.00% | −3,393−12.3% | 減碼 |
| Atria Investments LLC | 24,433 | $118.2 萬 | 0.01% | −494−2.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $119.1 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 24,629 | $119.2 萬 | 0.00% | −8,103−24.8% | 減碼 |
| Brinker Capital Investments, LLC | 24,798 | $120.0 萬 | 0.01% | +1,675+7.2% | 加碼 |
| Swiss Life Asset Management Ltd | 24,850 | $120.2 萬 | 0.01% | +4,335+21.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 24,915 | $120.6 萬 | 0.01% | −15,091−37.7% | 減碼 |
| Mariner, LLC | 24,931 | $120.6 萬 | 0.00% | −778−3.0% | 減碼 |
| Onyx Bridge Wealth Group LLC | 24,952 | $120.7 萬 | 0.13% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 25,129 | $121.6 萬 | 0.02% | +3,892+18.3% | 加碼 |
| Creative Planning | 25,378 | $122.8 萬 | 0.00% | +6,557+34.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,480 | $123.3 萬 | 0.00% | −3,626−12.5% | 減碼 |
| State of Alaska, Department of Revenue | 25,647 | $124.1 萬 | 0.01% | 00.0% | 不變 |
| Allstate Corp | 25,694 | $124.3 萬 | 0.01% | +8,650+50.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 25,747 | $124.6 萬 | 0.01% | +3,560+16.0% | 加碼 |
| Hilltop Holdings Inc. | 25,870 | $125.2 萬 | 0.11% | −10,426−28.7% | 減碼 |
| Waterfront Wealth Inc. | 26,063 | $126.1 萬 | 0.23% | 00.0% | 不變 |
| Avanza Fonder AB | 26,357 | $127.5 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 26,399 | $127.7 萬 | 0.00% | −14,228−35.0% | 減碼 |
| Swedbank AB | 26,842 | $129.9 萬 | 0.00% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 27,020 | $130.7 萬 | 0.41% | +725+2.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 28,636 | $133.3 萬 | 0.00% | +6,537+29.6% | 加碼 |
| JustInvest LLC | 28,033 | $135.7 萬 | 0.01% | +2,317+9.0% | 加碼 |
| Banque Pictet & Cie SA | 28,700 | $138.9 萬 | 0.02% | 00.0% | 不變 |
| Diversified Trust Co | 29,077 | $140.7 萬 | 0.03% | −13,389−31.5% | 減碼 |
| Nissay Asset Management Corp | 30,668 | $148.4 萬 | 0.01% | +493+1.6% | 加碼 |
| Pacer Advisors, Inc. | 30,820 | $149.1 萬 | 0.00% | −217−0.7% | 減碼 |
| Sierra Capital LLC | 31,365 | $151.8 萬 | 0.17% | −4,500−12.5% | 減碼 |
| Wesbanco Bank Inc | 31,452 | $152.2 萬 | 0.04% | −126,566−80.1% | 減碼 |
| Amica Mutual Insurance Co | 31,766 | $153.7 萬 | 0.13% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 32,010 | $154.9 萬 | 0.07% | −721−2.2% | 減碼 |
| British Columbia Investment Management Corp | 32,406 | $156.8 萬 | 0.01% | −9,187−22.1% | 減碼 |
| Lighthouse Investment Partners, LLC | 33,699 | $163.1 萬 | 0.06% | +33,699 | 新進 |
| Illinois Municipal Retirement Fund | 34,701 | $167.9 萬 | 0.02% | −33,594−49.2% | 減碼 |
| Neuberger Berman Group LLC | 35,220 | $170.4 萬 | 0.00% | −198−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 36,787 | $178.0 萬 | 0.03% | +4,026+12.3% | 加碼 |
| Korea Investment CORP | 36,905 | $178.6 萬 | 0.00% | −184,191−83.3% | 減碼 |
| Sanctuary Advisors, LLC | 37,971 | $183.7 萬 | 0.01% | +767+2.1% | 加碼 |
| PEAK6 LLC | 38,951 | $188.5 萬 | 0.05% | −138,724−78.1% | 減碼 |