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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
Valeo Financial Advisors, LLC5$00.00%––
O'Shaughnessy Asset Management, LLC15$1.00K0.00%––
BerganKDV Wealth Management, LLC35$1.00K0.00%––
Berman Capital Advisors, LLC79$2.00K0.00%––
Larson Financial Group LLC50$2.00K0.00%––
CVA Family Office, LLC50$2.00K0.00%––
Patriot Financial Group Insurance Agency, LLC100$4.00K0.00%––
American Portfolios Advisors130$4.78K0.00%––
American Research & Management Co.150$6.00K0.00%––
RMR Wealth Builders156$6.00K0.00%––
Parallel Advisors, LLC178$7.00K0.00%––
Global Retirement Partners, LLC177$7.00K0.00%––
Lindbrook Capital, LLC216$8.00K0.00%––
Edmond de Rothschild Holding S.A.255$9.00K0.00%––
Benjamin F. Edwards & Company, Inc.283$10.0K0.00%––
Plante Moran Financial Advisors, LLC300$11.0K0.00%––
TSFG, LLC300$11.0K0.01%––
Harbour Investments, Inc.377$14.0K0.00%––
Ameritas Investment Company, LLC406$14.9K0.00%––
Wealthcare Advisory Partners LLC500$18.0K0.00%––
Hexagon Capital Partners LLC571$20.0K0.01%––
Northwestern Mutual Wealth Management Co603$22.0K0.00%––
Geneos Wealth Management Inc.605$25.0K0.00%––
Zions Bancorporation, N.A.906$33.0K0.00%––
Washington Trust Co1,000$37.0K0.00%––
Crescent Capital Consulting, LLC1,000$37.0K0.01%––
Evolution Wealth Advisors, LLC1,005$37.0K0.01%––
Cutler Group LP1,055$38.0K0.00%––
D'Orazio & Associates, Inc.1,028$38.0K0.01%––
Arkadios Wealth Advisors1,055$38.0K0.01%––
Captrust Financial Advisors1,063$39.0K0.00%––
CWM, LLC1,000$46.0K0.00%––
Shell Asset Management Co1,319$48.0K0.00%––
American International Group, Inc.1,529$56.0K0.00%––
STRS Ohio1,598$58.0K0.00%––
US Bancorp1,700$62.0K0.00%––
Anchor Investment Management, LLC2,000$73.5K0.01%––
Highlander Capital Management, LLC2,000$74.0K0.04%––
Concord Wealth Partners2,000$74.0K0.02%––
Fifth Third Bancorp2,244$82.0K0.00%––
Federation des caisses Desjardins du Quebec2,244$82.5K0.00%––
Harvest Fund Management Co., Ltd2,315$85.0K0.01%––
Banque Cantonale Vaudoise2,300$85.0K0.00%––
Focused Wealth Management, Inc2,355$87.0K0.02%––
Cordasco Financial Network2,411$89.0K0.06%––
First Manhattan Co2,700$99.0K0.00%––
Wagner Wealth Management, LLC2,887$106.0K0.08%––
International Assets Investment Management, LLC3,390$107.0K0.01%––
Metropolitan Life Insurance Co2,972$109.3K0.00%––
Leonteq Securities AG3,258$119.8K0.01%––
Panagora Asset Management Inc3,307$122.0K0.00%––
Sandy Spring Bank3,388$125.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt3,600$132.0K0.01%––
FORA Capital, LLC4,857$179.0K0.06%––
First Mercantile Trust Co4,918$181.0K0.02%––
FinTrust Capital Advisors, LLC5,000$184.0K0.05%––
Harbor Investment Advisory, LLC5,200$191.0K0.03%––
Simplex Trading, LLC5,260$193.0K0.01%––
Wellington Shields & Co., LLC5,476$201.0K0.07%––
Proequities, Inc.5,527$203.0K0.01%––
Jane Street Group, LLC5,727$211.0K0.00%––
Westbourne Investment Advisors, Inc.5,800$213.0K0.11%––
BigSur Wealth Management LLC5,822$214.0K0.11%––
Dynamic Technology Lab Private Ltd5,865$216.0K0.02%––
Spire Wealth Management5,948$219.0K0.01%––
Moors & Cabot, Inc.6,028$221.0K0.02%––
Parcion Private Wealth LLC6,000$221.0K0.03%––
Spirit of America Management Corp6,050$222.0K0.05%––
M Holdings Securities, Inc.6,177$227.0K0.02%––
Fort Sheridan Advisors LLC6,200$228.0K0.09%––
Visionary Wealth Advisors6,215$228.0K0.02%––
Diversified Trust Co6,227$229.0K0.01%––
Private Advisor Group, LLC6,398$235.0K0.00%––
Rathbone Brothers plc6,430$236.0K0.00%––
Standard Life Aberdeen plc6,476$238.0K0.00%––
Manufacturers Life Insurance Company, The6,916$254.0K0.00%––
Williams Jones Wealth Management, LLC.6,933$255.0K0.00%––
San Francisco Sentry Investment Group (Ca)6,990$257.0K0.11%––
Keebeck Wealth Management, LLC7,057$259.0K0.04%––
Envestnet Asset Management Inc7,070$260.0K0.00%––
Mission Wealth Management, LP7,176$264.0K0.02%––
Principle Wealth Partners LLC7,200$265.0K0.03%––
Cambridge Investment Research Advisors, Inc.7,244$266.0K0.00%––
SG Americas Securities, LLC7,282$268.0K0.00%––
Lincoln National Corp7,317$269.0K0.01%––
Wetherby Asset Management Inc7,343$270.0K0.02%––
Kovack Advisors, Inc.7,500$276.0K0.04%––
Gotham Asset Management, LLC7,709$283.0K0.01%––
Acadian Asset Management LLC7,734$284.0K0.00%––
Daiwa Securities Group Inc.7,823$288.0K0.00%––
Magnetar Financial LLC8,163$300.0K0.00%––
Tower Research Capital LLC (TRC)8,176$301.0K0.01%––
Blair William & Co8,225$302.0K0.00%––
Sterneck Capital Management, LLC8,207$302.0K0.21%––
XTX Topco Ltd8,286$305.0K0.15%––
Boston Private Wealth LLC8,354$308.0K0.00%––
Caxton Associates LP8,593$316.0K0.03%––
Principal Financial Group Inc8,639$318.0K0.00%––
DekaBank Deutsche Girozentrale8,915$327.0K0.00%––
Fiduciary Group LLC7,700$328.0K0.04%––