Skip to main content

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
Slow Capital, Inc.62,076$2.28M0.50%––
Janney Montgomery Scott LLC62,621$2.30M0.01%––
Amundi Asset Management US, Inc.62,652$2.30M0.00%––
Great West Life Assurance Co63,319$2.31M0.01%––
Public Employees Retirement System of Ohio63,215$2.32M0.01%––
Alps Advisors Inc63,800$2.35M0.02%––
Alliancebernstein L.P.65,220$2.40M0.00%––
United Capital Financial Advisers, LLC66,752$2.45M0.01%––
LPL Financial LLC67,836$2.49M0.00%––
Kames Capital plc68,751$2.53M0.04%––
Zurcher Kantonalbank (Zurich Cantonalbank)69,241$2.54M0.02%––
Augustine Asset Management Inc69,653$2.56M1.35%––
Poehling Capital Management, LLC70,370$2.59M0.91%––
Voloridge Investment Management, LLC70,395$2.59M0.02%––
American Century Companies Inc70,764$2.60M0.00%––
Wellington Shields Capital Management, LLC70,746$2.60M0.25%––
Asset Management One Co.,Ltd.71,396$2.62M0.01%––
Sierra Capital LLC71,666$2.63M0.49%––
Coastal Bridge Advisors, LLC71,726$2.64M0.48%––
Commonwealth Equity Services, LLC73,775$2.71M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund74,100$2.72M0.02%––
Man Group plc74,108$2.72M0.01%––
Millennium Management LLC74,249$2.73M0.00%––
Stifel Financial Corp74,871$2.75M0.00%––
Texas Yale Capital Corp.79,005$2.90M0.18%––
Spectrum Management Group, LLC80,697$2.97M0.59%––
State of New Jersey Common Pension Fund D90,828$3.34M0.01%––
Mitsubishi UFJ Trust & Banking Corp93,024$3.42M0.01%––
HSBC Holdings PLC96,636$3.56M0.00%––
Cubist Systematic Strategies, LLC98,533$3.62M0.05%––
Raymond James Financial Services Advisors, Inc.101,611$3.73M0.01%––
Royce & Associates LP101,720$3.74M0.03%––
ClariVest Asset Management LLC103,100$3.79M0.13%––
Sit Investment Associates Inc103,475$3.80M0.10%––
D. E. Shaw & Co., Inc.104,826$3.85M0.00%––
Full18 Capital LLC119,854$3.87M1.88%––
Compagnie Lombard Odier SCmA107,005$3.93M0.09%––
State of Wisconsin Investment Board110,913$4.08M0.01%––
New York State Common Retirement Fund111,000$4.08M0.00%––
Raymond James & Associates112,551$4.14M0.00%––
Bank of Montreal110,970$4.21M0.00%––
Hudson Bay Capital Management LP120,000$4.41M0.06%––
City of London Investment Management Co Ltd122,045$4.49M0.25%––
Rhumbline Advisers122,102$4.49M0.01%––
Citigroup Inc122,631$4.51M0.00%––
Gillson Capital LP126,692$4.66M0.39%––
Caisse de Depot Et Placement du Quebec132,545$4.87M0.01%––
Miller Value Partners, LLC135,260$4.97M0.14%––
SOL Capital Management CO139,635$5.13M1.08%––
Eaton Vance Management146,709$5.39M0.01%––
Andra AP-fonden147,800$5.43M0.12%––
Royal Bank of Canada148,241$5.45M0.00%––
American National Insurance Co150,010$5.51M0.23%––
Healthcare of Ontario Pension Plan Trust Fund150,000$5.51M0.01%––
Marshall Wace, LLP151,366$5.56M0.03%––
Equitable Trust Co158,037$5.81M0.43%––
Moody National Bank Trust Division175,527$6.45M0.15%––
DnB Asset Management AS175,750$6.46M0.05%––
Skandinaviska Enskilda Banken AB (publ)181,834$6.68M0.04%––
1832 Asset Management L.P.190,000$7.08M0.02%––
Maltese Capital Management LLC199,000$7.32M0.96%––
California State Teachers Retirement System231,811$8.52M0.01%––
Allianz Asset Management GmbH232,898$8.56M0.01%––
Frontier Capital Management Co LLC233,104$8.57M0.06%––
Robeco Institutional Asset Management B.V.250,000$9.19M0.02%––
Invesco Ltd.250,414$9.21M0.00%––
Callodine Capital Management, LP265,000$9.74M4.23%––
JPMorgan Chase & Co269,831$9.92M0.00%––
Schonfeld Strategic Advisors LLC277,100$10.2M0.14%––
California Public Employees Retirement System282,681$10.4M0.01%––
Wells Fargo & Company297,021$10.9M0.00%––
Sargent Investment Group, LLC313,325$11.5M3.04%––
Prana Capital Management, LP320,410$11.8M0.96%––
Oppenheimer & Co Inc326,622$12.0M0.24%––
Bank of New York Mellon Corp403,332$14.8M0.00%––
Moore Capital Management, LP422,591$15.5M0.30%––
Victory Capital Management Inc422,709$15.5M0.02%––
Neuberger Berman Group LLC445,692$16.3M0.02%––
Janus Henderson Group PLC468,034$17.2M0.01%––
Renaissance Technologies LLC513,900$18.9M0.02%––
FMR LLC519,580$19.1M0.00%––
SEI Investments Co543,293$20.0M0.05%––
Nuveen Asset Management, LLC551,304$20.3M0.01%––
UBS Group AG564,644$20.8M0.01%––
Charles Schwab Investment Management Inc565,906$20.8M0.01%––
Partners Group Holding AG611,969$22.5M1.93%––
UBS Asset Management Americas Inc633,398$23.3M0.01%––
Credit Suisse AG640,664$23.6M0.02%––
Sumitomo Mitsui Trust Holdings, Inc.679,191$25.0M0.02%––
Marshall Wace North America L.P.750,188$27.6M0.11%––
LGT Capital Partners Ltd.800,000$29.4M0.96%––
Natixis897,438$33.0M0.11%––
Nomura Holdings Inc1,002,400$36.8M0.26%––
First Republic Investment Management, Inc.1,120,875$41.2M0.13%––
Norges Bank1,183,020$43.5M0.01%––
Markel Group Inc.SuperinvestorMarkel Group1,222,000$44.9M0.62%––
Brown Advisory Inc1,223,817$45.0M0.08%––
Bank of Nova Scotia1,226,468$45.1M0.09%––
Capital Research Global Investors1,366,000$50.2M0.01%––
Deutsche Bank AG1,391,448$51.2M0.03%––