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Carlyle Group Inc.

CG
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001527166

In the last 90 days, Carlyle Group Inc. insiders filed 0 open-market purchases and 1 sale; 588 institutions reported holding it in 13F filings for Q2 2026, worth $9.27B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.

Other share classesCGABL

13F holders, Q1 2021

Institutional positions in Carlyle Group Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
315
No complete 13F data for Q4 2020
Shares held
128.1M
No complete 13F data for Q4 2020
Total value
$4.71B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 315 institutions
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value heldQ1 2021: $4.71B
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carlyle Group Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vulcan Value Partners, LLC19,666,965$723.0M4.27%––
Capital World Investors17,389,211$639.2M0.12%––
Vanguard Group Inc16,138,666$593.3M0.02%––
Morgan Stanley9,934,949$365.2M0.05%––
BlackRock Inc.6,792,802$249.7M0.01%––
Alkeon Capital Management LLC6,001,348$220.6M0.84%––
Jackson Square Partners, LLC3,226,072$118.6M0.67%––
Samlyn Capital, LLC2,939,385$108.1M1.60%––
Legal & General Group Plc2,589,913$95.2M0.04%––
State Street Corp2,475,177$91.0M0.01%––
Bessemer Group Inc2,025,000$74.4M0.18%––
Geode Capital Management, LLC1,664,023$61.1M0.01%––
Goldman Sachs Group Inc1,473,066$54.1M0.02%––
Northern Trust Corp1,423,026$52.3M0.01%––
Bank of America Corp1,414,227$52.0M0.01%––
Deutsche Bank AG1,391,448$51.2M0.03%––
Capital Research Global Investors1,366,000$50.2M0.01%––
Bank of Nova Scotia1,226,468$45.1M0.09%––
Brown Advisory Inc1,223,817$45.0M0.08%––
Markel Group Inc.SuperinvestorMarkel Group1,222,000$44.9M0.62%––
Norges Bank1,183,020$43.5M0.01%––
First Republic Investment Management, Inc.1,120,875$41.2M0.13%––
Nomura Holdings Inc1,002,400$36.8M0.26%––
Natixis897,438$33.0M0.11%––
LGT Capital Partners Ltd.800,000$29.4M0.96%––
Marshall Wace North America L.P.750,188$27.6M0.11%––
Sumitomo Mitsui Trust Holdings, Inc.679,191$25.0M0.02%––
Credit Suisse AG640,664$23.6M0.02%––
UBS Asset Management Americas Inc633,398$23.3M0.01%––
Partners Group Holding AG611,969$22.5M1.93%––
Charles Schwab Investment Management Inc565,906$20.8M0.01%––
UBS Group AG564,644$20.8M0.01%––
Nuveen Asset Management, LLC551,304$20.3M0.01%––
SEI Investments Co543,293$20.0M0.05%––
FMR LLC519,580$19.1M0.00%––
Renaissance Technologies LLC513,900$18.9M0.02%––
Janus Henderson Group PLC468,034$17.2M0.01%––
Neuberger Berman Group LLC445,692$16.3M0.02%––
Victory Capital Management Inc422,709$15.5M0.02%––
Moore Capital Management, LP422,591$15.5M0.30%––
Bank of New York Mellon Corp403,332$14.8M0.00%––
Oppenheimer & Co Inc326,622$12.0M0.24%––
Prana Capital Management, LP320,410$11.8M0.96%––
Sargent Investment Group, LLC313,325$11.5M3.04%––
Wells Fargo & Company297,021$10.9M0.00%––
California Public Employees Retirement System282,681$10.4M0.01%––
Schonfeld Strategic Advisors LLC277,100$10.2M0.14%––
JPMorgan Chase & Co269,831$9.92M0.00%––
Callodine Capital Management, LP265,000$9.74M4.23%––
Invesco Ltd.250,414$9.21M0.00%––
Robeco Institutional Asset Management B.V.250,000$9.19M0.02%––
Frontier Capital Management Co LLC233,104$8.57M0.06%––
Allianz Asset Management GmbH232,898$8.56M0.01%––
California State Teachers Retirement System231,811$8.52M0.01%––
Maltese Capital Management LLC199,000$7.32M0.96%––
1832 Asset Management L.P.190,000$7.08M0.02%––
Skandinaviska Enskilda Banken AB (publ)181,834$6.68M0.04%––
DnB Asset Management AS175,750$6.46M0.05%––
Moody National Bank Trust Division175,527$6.45M0.15%––
Equitable Trust Co158,037$5.81M0.43%––
Marshall Wace, LLP151,366$5.56M0.03%––
American National Insurance Co150,010$5.51M0.23%––
Healthcare of Ontario Pension Plan Trust Fund150,000$5.51M0.01%––
Royal Bank of Canada148,241$5.45M0.00%––
Andra AP-fonden147,800$5.43M0.12%––
Eaton Vance Management146,709$5.39M0.01%––
SOL Capital Management CO139,635$5.13M1.08%––
Miller Value Partners, LLC135,260$4.97M0.14%––
Caisse de Depot Et Placement du Quebec132,545$4.87M0.01%––
Gillson Capital LP126,692$4.66M0.39%––
Citigroup Inc122,631$4.51M0.00%––
Rhumbline Advisers122,102$4.49M0.01%––
City of London Investment Management Co Ltd122,045$4.49M0.25%––
Hudson Bay Capital Management LP120,000$4.41M0.06%––
Bank of Montreal110,970$4.21M0.00%––
Raymond James & Associates112,551$4.14M0.00%––
New York State Common Retirement Fund111,000$4.08M0.00%––
State of Wisconsin Investment Board110,913$4.08M0.01%––
Compagnie Lombard Odier SCmA107,005$3.93M0.09%––
Full18 Capital LLC119,854$3.87M1.88%––
D. E. Shaw & Co., Inc.104,826$3.85M0.00%––
Sit Investment Associates Inc103,475$3.80M0.10%––
ClariVest Asset Management LLC103,100$3.79M0.13%––
Royce & Associates LP101,720$3.74M0.03%––
Raymond James Financial Services Advisors, Inc.101,611$3.73M0.01%––
Cubist Systematic Strategies, LLC98,533$3.62M0.05%––
HSBC Holdings PLC96,636$3.56M0.00%––
Mitsubishi UFJ Trust & Banking Corp93,024$3.42M0.01%––
State of New Jersey Common Pension Fund D90,828$3.34M0.01%––
Spectrum Management Group, LLC80,697$2.97M0.59%––
Texas Yale Capital Corp.79,005$2.90M0.18%––
Stifel Financial Corp74,871$2.75M0.00%––
Millennium Management LLC74,249$2.73M0.00%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund74,100$2.72M0.02%––
Man Group plc74,108$2.72M0.01%––
Commonwealth Equity Services, LLC73,775$2.71M0.01%––
Coastal Bridge Advisors, LLC71,726$2.64M0.48%––
Sierra Capital LLC71,666$2.63M0.49%––
Asset Management One Co.,Ltd.71,396$2.62M0.01%––
American Century Companies Inc70,764$2.60M0.00%––