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Who Owns CBRE Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in CBRE Group Inc.

Who crossed 5% of CBRE →
Managers holding
30
as of 2026-09-30
Reported value
$55M
summed across filings
Shares held
427.7K
Added vs trimmed
12 / 9
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM219.7K shadded$28.2M
S.E.E.D. Planning Group LLCCL A103.4K shtrimmed$13.3M
Prosperity Planning, Inc.CL A38.5K shheld$4.9M
GAMMA Investing LLCCommon Stock17K shadded$2.2M
Wedmont Private CapitalCL A10.9K shadded$1.4M
STABLEFORD CAPITAL II LLCCL A7.9K shtrimmed$1M
Greenfield Savings BankCL A6K shtrimmed$771.8K
Farther Finance Advisors, LLCStock4.4K shadded$561.2K
Everhart Financial Group, Inc.CL A3.3K shadded$429.1K
BAKER TILLY WEALTH MANAGEMENT, LLCCL A3.2K shtrimmed$410.2K
Cooper Financial GroupCL A2.3K shadded$300.9K
RIVERSEDGE ADVISORS, LLCCL A2.1K sh—$272.2K
LifeGoal Investments, LLCCL A2K sh—$256.3K
Valeo Financial Advisors, LLCStock1.6K shtrimmed$205.1K
Acropolis Investment Management, LLCCL A1.3K sh—$170.2K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.2K shtrimmed$160.2K
Central Pacific Bank - Trust DivisionCL A975 shadded$125.3K
Grove Bank & TrustCL A732 shtrimmed$94K
Rosenberg Matthew HamiltonStock578 shheld$74.3K
CoreCap Advisors, LLCStock129 shadded$16.6K
Retirement Wealth Solutions LLCCL A64 shadded$8.2K
EASTERN BANKCL A62 shadded$8K
AMERICAN NATIONAL BANK & TRUSTCL A56 shtrimmed$7.2K
Marquette Asset Management, LLCCL A42 shheld$5.4K
GILPIN WEALTH MANAGEMENT, LLCCL A32 shadded$4.1K
MJT & Associates Financial Advisory Group, Inc.Stock30 shheld$3.9K
ARMSTRONG ADVISORY GROUP, INCCL A20 shheld$2.6K
ELEVATION WEALTH PARTNERS, LLCCL A9 shtrimmed$1.2K
TOTH FINANCIAL ADVISORY CORPCL A8 shadded$1K
Davis Capital ManagementStock6 shheld$771

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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