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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
Wellington Shields Capital Management, LLC70,746$2.60M0.25%––
Voloridge Investment Management, LLC70,395$2.59M0.02%––
Poehling Capital Management, LLC70,370$2.59M0.91%––
Augustine Asset Management Inc69,653$2.56M1.35%––
Zurcher Kantonalbank (Zurich Cantonalbank)69,241$2.54M0.02%––
Kames Capital plc68,751$2.53M0.04%––
LPL Financial LLC67,836$2.49M0.00%––
United Capital Financial Advisers, LLC66,752$2.45M0.01%––
Alliancebernstein L.P.65,220$2.40M0.00%––
Alps Advisors Inc63,800$2.35M0.02%––
Public Employees Retirement System of Ohio63,215$2.32M0.01%––
Great West Life Assurance Co63,319$2.31M0.01%––
Amundi Asset Management US, Inc.62,652$2.30M0.00%––
Janney Montgomery Scott LLC62,621$2.30M0.01%––
Slow Capital, Inc.62,076$2.28M0.50%––
Pictet Asset Management Ltd61,561$2.26M0.00%––
Arrowstreet Capital, Limited Partnership60,742$2.23M0.00%––
Rafferty Asset Management, LLC59,509$2.19M0.02%––
Sigma Planning Corp54,535$2.00M0.06%––
McKinley Capital Management LLC /Delaware50,237$1.85M0.14%––
Macquarie Group Ltd49,504$1.82M0.00%––
State Board of Administration of Florida Retirement System49,084$1.80M0.00%––
Knights of Columbus Asset Advisors LLC48,266$1.77M0.17%––
IFP Advisors, Inc46,992$1.73M0.03%––
Capital Management Associates45,067$1.66M1.71%––
SeaBridge Investment Advisors LLC44,465$1.64M0.54%––
D.A. Davidson & Co.44,150$1.62M0.02%––
Elevated Capital Advisors, LLC40,879$1.61M0.62%––
Rockefeller Capital Management L.P.43,545$1.60M0.01%––
Stelac Advisory Services LLC43,490$1.60M0.59%––
Citadel Advisors LLC43,359$1.59M0.00%––
Treasurer of the State of North Carolina43,310$1.59M0.01%––
Price T Rowe Associates Inc41,356$1.52M0.00%––
Arizona State Retirement System40,743$1.50M0.01%––
Banco Bilbao Vizcaya Argentaria, S.A.37,985$1.40M0.03%––
Jeereddi Investments, LP36,527$1.34M0.99%––
Fred Alger Management, LLC35,981$1.32M0.00%––
Stonnington Group, LLC31,450$1.31M0.32%––
Creative Planning34,461$1.27M0.00%––
Advisor Group Holdings, Inc.33,482$1.23M0.00%––
AMP Capital Investors Ltd31,588$1.16M0.01%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.31,498$1.16M0.01%––
Steward Partners Investment Advisory, LLC31,221$1.15M0.02%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH31,214$1.15M0.12%––
Handelsbanken Fonder AB30,500$1.12M0.01%––
Teacher Retirement System of Texas30,435$1.12M0.01%––
Truist Financial Corp28,874$1.06M0.00%––
Jeppson Wealth Management, LLC28,103$1.03M0.61%––
Unigestion Holding SA27,739$1.02M0.04%––
The PNC Financial Services Group, Inc.25,841$949.0K0.00%––
American National Registered Investment Advisor, Inc.25,517$938.0K0.36%––
Russell Investments Group, Ltd.25,261$935.0K0.00%––
Korea Investment CORP25,300$930.0K0.00%––
Banque Pictet & Cie SA25,000$919.0K0.01%––
Mirabella Financial Services LLP24,585$904.0K0.28%––
Gulf International Bank (UK) Ltd24,600$904.0K0.01%––
First Trust Advisors LP24,518$901.0K0.00%––
Nomura Asset Management Co Ltd24,100$885.9K0.01%––
Wilbanks Smith & Thomas Asset Management LLC24,019$883.0K0.04%––
British Columbia Investment Management Corp23,094$849.0K0.01%––
National Asset Management, Inc.23,201$831.0K0.03%––
Utah Retirement Systems22,600$831.0K0.01%––
Spouting Rock Asset Management, LLC21,217$780.0K0.24%––
Susquehanna International Group, LLP21,083$775.0K0.00%––
Public Employees Retirement Association of Colorado20,098$739.0K0.00%––
Mirae Asset Global Investments Co., Ltd.20,088$738.0K0.00%––
Toronto Dominion Bank19,093$702.0K0.00%––
Voya Investment Management LLC18,972$697.0K0.00%––
Equitable Holdings, Inc.18,760$690.0K0.01%––
HighTower Advisors, LLC18,545$680.0K0.00%––
Seeyond18,488$679.0K0.07%––
Garrison Bradford & Associates Inc18,328$674.0K0.75%––
AdvisorNet Financial, Inc18,283$672.0K0.05%––
Dividend Assets Capital, LLC18,200$669.0K0.13%––
IFM Investors Pty Ltd17,593$647.0K0.02%––
North Star Investment Management Corp.17,500$643.0K0.06%––
Nissay Asset Management Corp17,034$626.0K0.01%––
Arete Wealth Advisors, LLC17,124$618.0K0.08%––
Kestra Private Wealth Services, LLC16,770$616.0K0.04%––
Carret Asset Management, LLC16,600$610.0K0.08%––
Ameriprise Financial Inc16,336$601.0K0.00%––
Parametric Portfolio Associates LLC16,165$594.0K0.00%––
Stephens Inc15,954$586.0K0.01%––
Baldwin Brothers Inc15,900$584.0K0.07%––
Seven Eight Capital, LP18,400$578.0K0.13%––
Quantitative Systematic Strategies LLC15,736$578.0K0.09%––
Bramshill Investments, LLC15,327$563.0K0.04%––
Amalgamated Bank14,489$533.0K0.02%––
KBC Group NV14,339$527.0K0.00%––
Interval Partners, LP14,016$515.0K0.03%––
Tranquility Partners, LLC14,020$515.0K0.32%––
Westpac Banking Corp13,824$508.2K0.01%––
Snowden Capital Advisors LLC13,813$507.8K0.03%––
PEAK6 Investments LLC13,217$486.0K0.01%––
Storebrand Asset Management AS13,211$485.6K0.00%––
CIBC Asset Management Inc13,146$483.0K0.00%––
McGowan Group Asset Management, Inc.12,407$456.0K0.07%––
AE Wealth Management LLC12,234$450.0K0.00%––
ExodusPoint Capital Management, LP11,937$439.0K0.01%––
Colony Group LLC11,829$435.0K0.01%––