CBRE — Cbre Group Inc Institutional Holders · Q3 2026

Name: Who Owns CBRE? 37 Institutions Hold $56.2M (Q3 2026)
Creator: ko.io

Who owns Cbre Group Inc (CBRE)? 37 institutions reported holding $56.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($28.2M), S.E.E.D. Planning Group LLC ($13.3M), Prosperity Planning, Inc. ($4.9M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$28.2M	219,677	Added
2	S.E.E.D. Planning Group LLC	$13.3M	103,393	Trimmed
3	Prosperity Planning, Inc.	$4.9M	38,501	Hold
4	GAMMA Investing LLC	$2.2M	16,971	Added
5	Wedmont Private Capital	$1.4M	10,943	Added
6	STABLEFORD CAPITAL II LLC	$1.0M	7,934	Trimmed
7	Greenfield Savings Bank	$771,848	6,008	Trimmed
8	Farther Finance Advisors, LLC	$561,211	4,368	Added
9	Silverleafe Capital Partners, LLC	$477,395	3,716	Hold
10	Everhart Financial Group, Inc.	$429,090	3,340	Added
11	BAKER TILLY WEALTH MANAGEMENT, LLC	$410,165	3,193	Trimmed
12	CX Institutional	$341,000	2,654	Added
13	Cooper Financial Group	$300,877	2,342	Added
14	RIVERSEDGE ADVISORS, LLC	$272,228	2,119	New
15	LifeGoal Investments, LLC	$256,298	1,995	New
16	Versant Capital Management, Inc	$211,205	1,644	Added
17	Valeo Financial Advisors, LLC	$205,086	1,596	Trimmed
18	Acropolis Investment Management, LLC	$170,223	1,325	New
19	MassMutual Private Wealth & Trust, FSB	$160,202	1,247	Trimmed
20	Miller Global Investments, LLC	$134,894	1,050	Hold
21	Central Pacific Bank - Trust Division	$125,258	975	Added
22	Grove Bank & Trust	$94,040	732	Trimmed
23	Rosenberg Matthew Hamilton	$74,256	578	Hold
24	CoreCap Advisors, LLC	$16,573	129	Added
25	BURKETT FINANCIAL SERVICES, LLC	$15,930	124	Hold

Source: SEC Form 13F filings · as of 2026-09-30