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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 15,720 | $66.2 萬 | 0.04% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 15,831 | $66.7 萬 | 0.02% | −4,863−23.5% | 減碼 |
| National Pension Service | 15,875 | $66.8 萬 | 0.00% | +627+4.1% | 加碼 |
| O'Rourke & Company, Inc | 15,943 | $67.1 萬 | 0.23% | +431+2.8% | 加碼 |
| FORA Capital, LLC | 16,129 | $67.9 萬 | 0.05% | +16,129 | 新進 |
| Stiles Financial Services Inc | 16,137 | $68.0 萬 | 0.17% | +3,698+29.7% | 加碼 |
| Polymer Capital Management (US) LLC | 16,382 | $69.0 萬 | 0.10% | +4,260+35.1% | 加碼 |
| Pathstone Holdings, LLC | 16,658 | $70.1 萬 | 0.00% | −14−0.1% | 減碼 |
| Investment Management Corp of Ontario | 16,715 | $70.4 萬 | 0.01% | −100−0.6% | 減碼 |
| QRG Capital Management, Inc. | 16,835 | $70.9 萬 | 0.01% | +23+0.1% | 加碼 |
| Winthrop Partners - WNY, LLC | 16,936 | $71.3 萬 | 0.35% | +567+3.5% | 加碼 |
| Federated Hermes, Inc. | 17,041 | $71.8 萬 | 0.00% | −933−5.2% | 減碼 |
| Jupiter Topco LLC | 17,173 | $72.3 萬 | 0.00% | +17,173 | 新進 |
| Moody National Bank Trust Division | 17,840 | $75.1 萬 | 0.06% | +133+0.8% | 加碼 |
| Wealthspire Advisors, LLC | 17,843 | $75.1 萬 | 0.00% | +17,843 | 新進 |
| Blair William & Co | 17,893 | $75.3 萬 | 0.00% | +5,656+46.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,961 | $75.6 萬 | 0.01% | −153−0.8% | 減碼 |
| Cordoba Advisory Partners LLC | 18,103 | $75.7 萬 | 0.16% | −286−1.6% | 減碼 |
| Carret Asset Management, LLC | 18,040 | $76.0 萬 | 0.07% | +6,400+55.0% | 加碼 |
| Ensign Peak Advisors, Inc | 18,042 | $76.0 萬 | 0.00% | −1,050−5.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 18,241 | $76.8 萬 | 0.00% | −6,674−26.8% | 減碼 |
| Mackenzie Financial Corp | 18,251 | $76.9 萬 | 0.00% | −49−0.3% | 減碼 |
| Saudi Central Bank | 18,330 | $77.2 萬 | 0.01% | +9,652+111.2% | 加碼 |
| SRS Capital Advisors, Inc. | 18,419 | $77.6 萬 | 0.01% | +18,419 | 新進 |
| Carson Advisory Inc. | 18,526 | $78.0 萬 | 0.36% | −700−3.6% | 減碼 |
| SMH Capital Advisors Inc | 18,627 | $78.4 萬 | 3.07% | −200−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 18,709 | $78.8 萬 | 0.00% | −6,771−26.6% | 減碼 |
| Benjamin Edwards Inc | 18,752 | $79.0 萬 | 0.01% | +3,249+21.0% | 加碼 |
| Credit Industriel Et Commercial | 19,195 | $80.8 萬 | 0.09% | +19,195 | 新進 |
| Tokio Marine Asset Management Co Ltd | 19,266 | $81.1 萬 | 0.03% | +1,030+5.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,098 | $84.6 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 20,111 | $84.7 萬 | 0.01% | +1,490+8.0% | 加碼 |
| Voya Investment Management LLC | 20,306 | $85.5 萬 | 0.00% | +1,239+6.5% | 加碼 |
| D.A. Davidson & Co. | 20,348 | $85.7 萬 | 0.00% | −1,970−8.8% | 減碼 |
| Securian Asset Management, Inc | 19,151 | $88.2 萬 | 0.03% | +24+0.1% | 加碼 |
| JustInvest LLC | 21,093 | $88.8 萬 | 0.01% | −6,940−24.8% | 減碼 |
| Wesbanco Bank Inc | 21,353 | $89.9 萬 | 0.02% | −10,099−32.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 21,423 | $90.2 萬 | 0.02% | +9,148+74.5% | 加碼 |
| Quantinno Capital Management LP | 21,872 | $92.1 萬 | 0.00% | −2,330−9.6% | 減碼 |
| Wellington Management Group LLP | 22,169 | $93.4 萬 | 0.00% | +1,040+4.9% | 加碼 |
| Creative Planning | 22,333 | $94.0 萬 | 0.00% | −3,045−12.0% | 減碼 |
| Hilltop Holdings Inc. | 22,531 | $94.9 萬 | 0.08% | −3,339−12.9% | 減碼 |
| Garrison Bradford & Associates Inc | 22,543 | $94.9 萬 | 1.03% | −100−0.4% | 減碼 |
| Credit Agricole S A | 22,577 | $95.1 萬 | 0.00% | +9,242+69.3% | 加碼 |
| GWM Advisors LLC | 22,792 | $96.0 萬 | 0.00% | −498−2.1% | 減碼 |
| Apollon Wealth Management, LLC | 22,853 | $96.2 萬 | 0.01% | −526−2.2% | 減碼 |
| Group One Trading, L.P. | 23,952 | $100.9 萬 | 0.03% | +23,952 | 新進 |
| Kestra Private Wealth Services, LLC | 23,969 | $100.9 萬 | 0.01% | −178−0.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $103.7 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 24,673 | $103.9 萬 | 0.00% | +4,100+19.9% | 加碼 |
| Brinker Capital Investments, LLC | 24,838 | $104.6 萬 | 0.01% | +40+0.2% | 加碼 |
| Onyx Bridge Wealth Group LLC | 24,969 | $105.1 萬 | 0.09% | +17+0.1% | 加碼 |
| Davenport & Co LLC | 25,082 | $105.6 萬 | 0.01% | +4,328+20.9% | 加碼 |
| State of Alaska, Department of Revenue | 25,395 | $106.9 萬 | 0.01% | −252−1.0% | 減碼 |
| Simplex Trading, LLC | 25,415 | $107.0 萬 | 0.03% | +25,415 | 新進 |
| Nordea Investment Management AB | 25,763 | $107.3 萬 | 0.00% | +3,959+18.2% | 加碼 |
| Jeppson Wealth Management, LLC | 25,846 | $108.8 萬 | 0.32% | −1,174−4.3% | 減碼 |
| Truist Financial Corp | 26,237 | $110.5 萬 | 0.00% | −162−0.6% | 減碼 |
| Avanza Fonder AB | 26,357 | $111.0 萬 | 0.02% | 00.0% | 不變 |
| Swedbank AB | 26,842 | $113.0 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 27,287 | $114.9 萬 | 0.00% | −102,481−79.0% | 減碼 |
| Waterfront Wealth Inc. | 25,908 | $115.8 萬 | 0.18% | −155−0.6% | 減碼 |
| Cercano Management LLC | 27,589 | $116.2 萬 | 0.15% | +27,589 | 新進 |
| New Age Alpha Advisors, LLC | 27,631 | $116.4 萬 | 0.05% | −4,379−13.7% | 減碼 |
| United Capital Financial Advisers, LLC | 28,640 | $120.6 萬 | 0.01% | +24,031+521.4% | 加碼 |
| Banque Pictet & Cie SA | 28,700 | $120.9 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 28,780 | $121.2 萬 | 0.02% | +3,651+14.5% | 加碼 |
| Diversified Trust Co | 29,133 | $122.7 萬 | 0.02% | +56+0.2% | 加碼 |
| Pacer Advisors, Inc. | 29,182 | $122.9 萬 | 0.00% | −1,638−5.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 27,579 | $123.3 萬 | 0.00% | −1,057−3.7% | 減碼 |
| Entropy Technologies, LP | 29,373 | $123.7 萬 | 0.05% | −67,192−69.6% | 減碼 |
| Allstate Corp | 29,476 | $124.1 萬 | 0.01% | +3,782+14.7% | 加碼 |
| Swiss Life Asset Management Ltd | 29,666 | $124.9 萬 | 0.01% | +4,816+19.4% | 加碼 |
| OP Asset Management Ltd | 30,532 | $128.6 萬 | 0.01% | −11,419−27.2% | 減碼 |
| Neuberger Berman Group LLC | 31,242 | $131.6 萬 | 0.00% | −3,978−11.3% | 減碼 |
| Sierra Capital LLC | 31,365 | $132.1 萬 | 0.13% | 00.0% | 不變 |
| MML Investors Services, LLC | 31,479 | $132.6 萬 | 0.00% | +6,850+27.8% | 加碼 |
| Private Advisor Group, LLC | 31,616 | $133.1 萬 | 0.01% | +25,187+391.8% | 加碼 |
| Intrepid Capital Management Inc | 31,894 | $134.3 萬 | 0.48% | +13,133+70.0% | 加碼 |
| Qsemble Capital Management, LP | 32,140 | $135.3 萬 | 0.17% | +32,140 | 新進 |
| Amica Mutual Insurance Co | 33,903 | $142.8 萬 | 0.12% | +2,137+6.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,667 | $146.0 萬 | 0.00% | +20,407+143.1% | 加碼 |
| Quantbot Technologies LP | 34,974 | $147.3 萬 | 0.06% | +26,930+334.8% | 加碼 |
| Nissay Asset Management Corp | 35,295 | $148.6 萬 | 0.01% | +4,627+15.1% | 加碼 |
| Bleakley Financial Group, LLC | 35,987 | $151.5 萬 | 0.02% | −800−2.2% | 減碼 |
| Korea Investment CORP | 36,905 | $155.4 萬 | 0.00% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 37,073 | $156.1 萬 | 0.01% | −898−2.4% | 減碼 |
| Sirios Capital Management L P | 37,123 | $156.3 萬 | 0.19% | −505,128−93.2% | 減碼 |
| British Columbia Investment Management Corp | 39,248 | $165.3 萬 | 0.01% | +6,842+21.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 39,273 | $165.4 萬 | 0.09% | +39,273 | 新進 |
| Gateway Investment Advisers LLC | 39,812 | $167.6 萬 | 0.02% | +39,812 | 新進 |
| Miller Value Partners, LLC | 40,000 | $168.4 萬 | 0.40% | 00.0% | 不變 |
| Utah Retirement Systems | 40,267 | $169.6 萬 | 0.02% | −2,186−5.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 41,367 | $172.5 萬 | 0.01% | +15,620+60.7% | 加碼 |
| Twinbeech Capital LP | 41,385 | $174.3 萬 | 0.32% | −52,103−55.7% | 減碼 |
| La Banque Postale Asset Management SA | 41,398 | $174.3 萬 | 0.02% | +1,521+3.8% | 加碼 |
| Gotham Asset Management, LLC | 43,139 | $181.7 萬 | 0.00% | −328−0.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 43,381 | $182.0 萬 | 0.00% | +1,616+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 44,061 | $185.5 萬 | 0.00% | +1,057+2.5% | 加碼 |
| HighTower Advisors, LLC | 45,719 | $192.5 萬 | 0.00% | −21,046−31.5% | 減碼 |