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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
Independent Solutions Wealth Management, LLC9,217$338.8K0.09%––
Nordea Investment Management AB9,299$346.0K0.00%––
E&G Advisors, LP9,400$346.0K0.10%––
Maryland State Retirement & Pension System9,400$346.0K0.01%––
ProShare Advisors LLC9,663$355.0K0.00%––
Sumitomo Mitsui DS Asset Management Company, Ltd9,745$358.0K0.01%––
M&T Bank Corp9,820$361.0K0.00%––
Hennion & Walsh Asset Management, Inc.9,850$362.0K0.02%––
Sunbelt Securities, Inc.10,000$368.0K0.07%––
Raymond James Trust N.A.10,207$375.0K0.01%––
Elo Mutual Pension Insurance Co10,194$375.0K0.01%––
Verition Fund Management LLC10,648$391.0K0.01%––
Pearl River Capital, LLC10,905$401.0K0.13%––
TD Asset Management Inc11,425$420.0K0.00%––
Regentatlantic Capital LLC11,760$432.0K0.01%––
Colony Group LLC11,829$435.0K0.01%––
ExodusPoint Capital Management, LP11,937$439.0K0.01%––
AE Wealth Management LLC12,234$450.0K0.00%––
McGowan Group Asset Management, Inc.12,407$456.0K0.07%––
CIBC Asset Management Inc13,146$483.0K0.00%––
Storebrand Asset Management AS13,211$485.6K0.00%––
PEAK6 Investments LLC13,217$486.0K0.01%––
Snowden Capital Advisors LLC13,813$507.8K0.03%––
Westpac Banking Corp13,824$508.2K0.01%––
Interval Partners, LP14,016$515.0K0.03%––
Tranquility Partners, LLC14,020$515.0K0.32%––
KBC Group NV14,339$527.0K0.00%––
Amalgamated Bank14,489$533.0K0.02%––
Bramshill Investments, LLC15,327$563.0K0.04%––
Seven Eight Capital, LP18,400$578.0K0.13%––
Quantitative Systematic Strategies LLC15,736$578.0K0.09%––
Baldwin Brothers Inc15,900$584.0K0.07%––
Stephens Inc15,954$586.0K0.01%––
Parametric Portfolio Associates LLC16,165$594.0K0.00%––
Ameriprise Financial Inc16,336$601.0K0.00%––
Carret Asset Management, LLC16,600$610.0K0.08%––
Kestra Private Wealth Services, LLC16,770$616.0K0.04%––
Arete Wealth Advisors, LLC17,124$618.0K0.08%––
Nissay Asset Management Corp17,034$626.0K0.01%––
North Star Investment Management Corp.17,500$643.0K0.06%––
IFM Investors Pty Ltd17,593$647.0K0.02%––
Dividend Assets Capital, LLC18,200$669.0K0.13%––
AdvisorNet Financial, Inc18,283$672.0K0.05%––
Garrison Bradford & Associates Inc18,328$674.0K0.75%––
Seeyond18,488$679.0K0.07%––
HighTower Advisors, LLC18,545$680.0K0.00%––
Equitable Holdings, Inc.18,760$690.0K0.01%––
Voya Investment Management LLC18,972$697.0K0.00%––
Toronto Dominion Bank19,093$702.0K0.00%––
Mirae Asset Global Investments Co., Ltd.20,088$738.0K0.00%––
Public Employees Retirement Association of Colorado20,098$739.0K0.00%––
Susquehanna International Group, LLP21,083$775.0K0.00%––
Spouting Rock Asset Management, LLC21,217$780.0K0.24%––
National Asset Management, Inc.23,201$831.0K0.03%––
Utah Retirement Systems22,600$831.0K0.01%––
British Columbia Investment Management Corp23,094$849.0K0.01%––
Wilbanks Smith & Thomas Asset Management LLC24,019$883.0K0.04%––
Nomura Asset Management Co Ltd24,100$885.9K0.01%––
First Trust Advisors LP24,518$901.0K0.00%––
Mirabella Financial Services LLP24,585$904.0K0.28%––
Gulf International Bank (UK) Ltd24,600$904.0K0.01%––
Banque Pictet & Cie SA25,000$919.0K0.01%––
Korea Investment CORP25,300$930.0K0.00%––
Russell Investments Group, Ltd.25,261$935.0K0.00%––
American National Registered Investment Advisor, Inc.25,517$938.0K0.36%––
The PNC Financial Services Group, Inc.25,841$949.0K0.00%––
Unigestion Holding SA27,739$1.02M0.04%––
Jeppson Wealth Management, LLC28,103$1.03M0.61%––
Truist Financial Corp28,874$1.06M0.00%––
Teacher Retirement System of Texas30,435$1.12M0.01%––
Handelsbanken Fonder AB30,500$1.12M0.01%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH31,214$1.15M0.12%––
Steward Partners Investment Advisory, LLC31,221$1.15M0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.31,498$1.16M0.01%––
AMP Capital Investors Ltd31,588$1.16M0.01%––
Advisor Group Holdings, Inc.33,482$1.23M0.00%––
Creative Planning34,461$1.27M0.00%––
Stonnington Group, LLC31,450$1.31M0.32%––
Fred Alger Management, LLC35,981$1.32M0.00%––
Jeereddi Investments, LP36,527$1.34M0.99%––
Banco Bilbao Vizcaya Argentaria, S.A.37,985$1.40M0.03%––
Arizona State Retirement System40,743$1.50M0.01%––
Price T Rowe Associates Inc41,356$1.52M0.00%––
Treasurer of the State of North Carolina43,310$1.59M0.01%––
Citadel Advisors LLC43,359$1.59M0.00%––
Stelac Advisory Services LLC43,490$1.60M0.59%––
Rockefeller Capital Management L.P.43,545$1.60M0.01%––
Elevated Capital Advisors, LLC40,879$1.61M0.62%––
D.A. Davidson & Co.44,150$1.62M0.02%––
SeaBridge Investment Advisors LLC44,465$1.64M0.54%––
Capital Management Associates45,067$1.66M1.71%––
IFP Advisors, Inc46,992$1.73M0.03%––
Knights of Columbus Asset Advisors LLC48,266$1.77M0.17%––
State Board of Administration of Florida Retirement System49,084$1.80M0.00%––
Macquarie Group Ltd49,504$1.82M0.00%––
McKinley Capital Management LLC /Delaware50,237$1.85M0.14%––
Sigma Planning Corp54,535$2.00M0.06%––
Rafferty Asset Management, LLC59,509$2.19M0.02%––
Arrowstreet Capital, Limited Partnership60,742$2.23M0.00%––
Pictet Asset Management Ltd61,561$2.26M0.00%––