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 2 季 13F 持有人
Carlyle Group Inc. 在 2026/6/30 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
- 588
- 較 2026 年第 1 季 −9 家
- 持有股數
- 2.20 億
- 較 2026 年第 1 季 +110.9 萬 (+0.5%)
- 總市值
- $92.7 億
- 較 2026 年第 1 季 −$13.3 億 (−12.5%)
- 新進機構
- 68
- 另有 227 家加碼
- 清倉機構
- 77
- 另有 203 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 6,365 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 6,376 | $26.8 萬 | 0.00% | +6,376 | 新進 |
| PFG Investments, LLC | 6,391 | $26.9 萬 | 0.01% | +23+0.4% | 加碼 |
| Triangle Securities Wealth Management | 6,430 | $27.1 萬 | 0.05% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 6,513 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 6,595 | $27.8 萬 | 0.01% | −110−1.6% | 減碼 |
| We Are One Seven, LLC | 6,621 | $27.9 萬 | 0.00% | +83+1.3% | 加碼 |
| Hantz Financial Services, Inc. | 6,707 | $28.2 萬 | 0.00% | −1,339−16.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,715 | $28.3 萬 | 0.00% | −9,791−59.3% | 減碼 |
| BFSG, LLC | 6,751 | $28.4 萬 | 0.03% | +1,485+28.2% | 加碼 |
| Promethium Advisors,llc | 6,754 | $28.4 萬 | 0.14% | −140−2.0% | 減碼 |
| Summit Financial, LLC | 6,761 | $28.5 萬 | 0.00% | +9+0.1% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 6,216 | $28.8 萬 | 0.00% | +1,598+34.6% | 加碼 |
| Diversify Advisory Services, LLC | 6,216 | $28.8 萬 | 0.00% | +6,216 | 新進 |
| Keebeck Wealth Management, LLC | 6,955 | $29.3 萬 | 0.03% | 00.0% | 不變 |
| National Asset Management, Inc. | 7,282 | $29.5 萬 | 0.02% | +13+0.2% | 加碼 |
| Principle Wealth Partners LLC | 7,131 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 7,150 | $30.1 萬 | 0.01% | −319−4.3% | 減碼 |
| Bridgefront Capital, LLC | 7,234 | $30.5 萬 | 0.08% | +7,234 | 新進 |
| Triad Wealth Partners, LLC | 6,272 | $30.7 萬 | 0.02% | +583+10.2% | 加碼 |
| Inceptionr LLC | 7,566 | $31.9 萬 | 0.08% | +7,566 | 新進 |
| Atom Investors LP | 7,571 | $31.9 萬 | 0.03% | +7,571 | 新進 |
| Glenview Trust Co | 7,680 | $32.3 萬 | 0.00% | +539+7.5% | 加碼 |
| Ostrum Asset Management | 7,682 | $32.3 萬 | 0.02% | +2,337+43.7% | 加碼 |
| Magnetar Financial LLC | 7,721 | $32.5 萬 | 0.00% | +7,721 | 新進 |
| GAMMA Investing LLC | 7,778 | $32.8 萬 | 0.01% | −1,284−14.2% | 減碼 |
| North Dakota State Investment Board | 7,778 | $32.8 萬 | 0.01% | +132+1.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,794 | $32.8 萬 | 0.00% | −496−6.0% | 減碼 |
| Leonteq Securities AG | 7,801 | $32.9 萬 | 0.02% | +2,788+55.6% | 加碼 |
| Merit Financial Group, LLC | 7,827 | $33.0 萬 | 0.00% | +810+11.5% | 加碼 |
| Wedmont Private Capital | 7,433 | $33.2 萬 | 0.01% | +295+4.1% | 加碼 |
| Sterling Capital Management LLC | 7,984 | $33.6 萬 | 0.01% | −832−9.4% | 減碼 |
| EdgeRock Capital LLC | 7,987 | $33.6 萬 | 0.08% | −58−0.7% | 減碼 |
| Kovack Advisors, Inc. | 8,029 | $34.0 萬 | 0.02% | +1,641+25.7% | 加碼 |
| Farther Finance Advisors, LLC | 8,115 | $34.1 萬 | 0.00% | +2,900+55.6% | 加碼 |
| First Trust Advisors LP | 8,182 | $34.5 萬 | 0.00% | −44,598−84.5% | 減碼 |
| Segment Wealth Management, LLC | 8,200 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 8,401 | $35.4 萬 | 0.01% | −275−3.2% | 減碼 |
| Vident Advisory, LLC | 8,555 | $36.0 萬 | 0.00% | −815−8.7% | 減碼 |
| E&G Advisors, LP | 8,600 | $36.2 萬 | 0.07% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 8,740 | $36.8 萬 | 0.04% | −119−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,885 | $37.4 萬 | 0.01% | −2,212−19.9% | 減碼 |
| Fiduciary Group LLC | 9,000 | $37.9 萬 | 0.03% | −164−1.8% | 減碼 |
| NewEdge Wealth, LLC | 9,046 | $38.1 萬 | 0.00% | +20.0% | 加碼 |
| Brevan Howard Capital Management LP | 9,206 | $38.8 萬 | 0.01% | −38,926−80.9% | 減碼 |
| Park Avenue Securities LLC | 9,322 | $39.3 萬 | 0.00% | +704+8.2% | 加碼 |
| Kestra Advisory Services, LLC | 9,393 | $39.6 萬 | 0.00% | −5,333−36.2% | 減碼 |
| Fort Sheridan Advisors LLC | 9,400 | $39.6 萬 | 0.04% | −900−8.7% | 減碼 |
| Alps Advisors Inc | 9,616 | $40.5 萬 | 0.00% | +9,616 | 新進 |
| Comprehensive Money Management Services LLC | 9,621 | $40.5 萬 | 0.26% | +3,596+59.7% | 加碼 |
| AlphaGrep UK Ltd | 9,872 | $41.6 萬 | 0.13% | +3,807+62.8% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 9,601 | $41.6 萬 | 0.01% | +9,601 | 新進 |
| PEAK6 LLC | 9,930 | $41.8 萬 | 0.01% | −29,021−74.5% | 減碼 |
| TBH Global Asset Management, LLC | 10,037 | $42.3 萬 | 0.08% | +20.0% | 加碼 |
| Illinois Municipal Retirement Fund | 10,068 | $42.4 萬 | 0.00% | −24,633−71.0% | 減碼 |
| ProShare Advisors LLC | 10,222 | $43.0 萬 | 0.00% | −186−1.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,322 | $43.5 萬 | 0.01% | +972+10.4% | 加碼 |
| Capstone Investment Advisors, LLC | 10,372 | $43.7 萬 | 0.00% | −771−6.9% | 減碼 |
| Tritonpoint Wealth, LLC | 10,455 | $44.0 萬 | 0.04% | −70−0.7% | 減碼 |
| TritonPoint Partners, LLC | 10,455 | $44.0 萬 | 0.04% | +10,455 | 新進 |
| Fox Run Management, L.L.C. | 10,492 | $44.2 萬 | 0.07% | +10,492 | 新進 |
| McGowan Group Asset Management, Inc. | 10,962 | $46.2 萬 | 0.06% | −123−1.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 10,971 | $46.2 萬 | 0.17% | +1,056+10.7% | 加碼 |
| US Bancorp | 10,997 | $46.3 萬 | 0.00% | −582−5.0% | 減碼 |
| Catalyst Capital Advisors LLC | 11,000 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 11,020 | $46.4 萬 | 0.06% | +630+6.1% | 加碼 |
| North Star Investment Management Corp. | 11,181 | $47.1 萬 | 0.03% | −29−0.3% | 減碼 |
| CIBC World Markets Inc. | 11,212 | $47.2 萬 | 0.00% | +11,212 | 新進 |
| Everhart Financial Group, Inc. | 11,369 | $47.9 萬 | 0.03% | +224+2.0% | 加碼 |
| Atria Investments LLC | 11,824 | $49.8 萬 | 0.00% | −12,609−51.6% | 減碼 |
| 44 Wealth Management LLC | 11,829 | $49.8 萬 | 0.16% | −482−3.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 11,867 | $49.9 萬 | 0.02% | −734−5.8% | 減碼 |
| CIBC Bancorp USA Inc. | 11,943 | $50.3 萬 | 0.00% | +128+1.1% | 加碼 |
| Sterneck Capital Management, LLC | 12,144 | $51.1 萬 | 0.22% | +261+2.2% | 加碼 |
| FJ Capital Management LLC | 12,149 | $51.2 萬 | 0.07% | +5,094+72.2% | 加碼 |
| Schroder Investment Management Group | 12,638 | $51.2 萬 | 0.00% | −424−3.2% | 減碼 |
| First Manhattan Co | 12,250 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,648 | $53.3 萬 | 0.00% | −37,347−74.7% | 減碼 |
| Zhang Financial LLC | 12,734 | $53.6 萬 | 0.02% | −9,118−41.7% | 減碼 |
| HB Wealth Management, LLC | 13,083 | $55.1 萬 | 0.00% | −800−5.8% | 減碼 |
| Mercer Global Advisors Inc | 13,101 | $55.2 萬 | 0.00% | −4,466−25.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 13,102 | $55.2 萬 | 0.07% | +100+0.8% | 加碼 |
| EntryPoint Capital, LLC | 13,106 | $55.2 萬 | 0.13% | +8,163+165.1% | 加碼 |
| Guinness Asset Management LTD | 13,143 | $55.3 萬 | 0.01% | −2,321−15.0% | 減碼 |
| TD Private Client Wealth LLC | 13,206 | $55.6 萬 | 0.01% | +474+3.7% | 加碼 |
| Empowered Funds, LLC | 13,208 | $55.6 萬 | 0.00% | −1,991−13.1% | 減碼 |
| Franklin Resources Inc | 13,216 | $55.7 萬 | 0.00% | −124,395−90.4% | 減碼 |
| Maryland State Retirement & Pension System | 13,486 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 13,694 | $57.7 萬 | 0.00% | −131−0.9% | 減碼 |
| Stablepoint Partners, LLC | 14,177 | $59.7 萬 | 0.08% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 14,377 | $60.5 萬 | 0.00% | +4,169+40.8% | 加碼 |
| Rakuten Investment Management, Inc. | 15,066 | $61.0 萬 | 0.00% | +3,328+28.4% | 加碼 |
| Abn Amro Investment Solutions | 14,674 | $61.8 萬 | 0.01% | +6,885+88.4% | 加碼 |
| Warren Averett Asset Management, LLC | 14,811 | $62.4 萬 | 0.00% | −37−0.2% | 減碼 |
| Clearstead Advisors, LLC | 15,078 | $63.5 萬 | 0.01% | −223−1.5% | 減碼 |
| Siemens Fonds Invest GmbH | 15,173 | $63.9 萬 | 0.03% | +4,744+45.5% | 加碼 |
| Arete Wealth Advisors, LLC | 15,254 | $64.2 萬 | 0.04% | +334+2.2% | 加碼 |
| Sagewood Asset Management LP | 15,350 | $64.6 萬 | 0.15% | +9,751+174.2% | 加碼 |
| CIBC Asset Management Inc | 15,493 | $65.2 萬 | 0.00% | +224+1.5% | 加碼 |