# CBRE GROUP INC (CBRE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CBRE/

- Reporting holders: 35
- Reported value: $55.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $28.2M | 219,677 | 0.3% | 7 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $13.3M | 103,393 | 3.3% | 21 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $4.9M | 38,501 | 1.1% | 15 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.2M | 16,971 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.4M | 10,943 | 0.0% | 16 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.0M | 7,934 | 0.4% | 6 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $771.8K | 6,008 | 0.3% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $561.2K | 4,368 | 0.0% | 16 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $477.4K | 3,716 | 0.1% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $429.1K | 3,340 | 0.0% | 5 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $410.2K | 3,193 | 0.1% | 24 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $300.9K | 2,342 | 0.0% | 9 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $272.2K | 2,119 | 0.0% | 1 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $256.3K | 1,995 | 0.1% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $211.2K | 1,644 | 0.0% | 10 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $205.1K | 1,596 | 0.0% | 9 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $170.2K | 1,325 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $160.2K | 1,247 | 0.0% | 24 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $134.9K | 1,050 | 0.1% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $125.3K | 975 | 0.0% | 8 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $94.0K | 732 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $74.3K | 578 | 0.0% | 26 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $16.6K | 129 | 0.0% | 8 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $8.2K | 64 | 0.0% | 8 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $8.0K | 62 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 35 | $55.8M |
| Q2 2026 | 1,073 | $41.4B |
| Q1 2026 | 1,079 | $38.5B |
| Q4 2025 | 1,115 | $46.3B |
| Q3 2025 | 1,064 | $45.2B |
| Q2 2025 | 1,017 | $40.4B |
| Q1 2025 | 996 | $38.3B |
| Q4 2024 | 953 | $38.8B |
| Q3 2024 | 870 | $37.2B |
| Q2 2024 | 790 | $27.1B |
| Q1 2024 | 798 | $30.2B |
| Q4 2023 | 775 | $28.9B |