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, Q2 2021
Institutional positions in Carlyle Group Inc. as of Jun 30, 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
- 344
- +31 vs. Q1 2021
- Shares held
- 140.8M
- +12.7M (+10.0%) vs. Q1 2021
- Total value
- $6.54B
- +$1.84B (+39.0%) vs. Q1 2021
- New holders
- 55
- 134 more added
- Sold out
- 24
- 91 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 588 | $9.27B |
| Q1 2026 | 604 | $10.6B |
| Q4 2025 | 627 | $13.5B |
| Q3 2025 | 638 | $14.3B |
| Q2 2025 | 573 | $11.8B |
| Q1 2025 | 527 | $9.85B |
| Q4 2024 | 565 | $10.9B |
| Q3 2024 | 525 | $9.09B |
| Q2 2024 | 516 | $8.43B |
| Q1 2024 | 518 | $9.81B |
| Q4 2023 | 471 | $8.67B |
| Q3 2023 | 413 | $6.22B |
| Q2 2023 | 396 | $6.59B |
| Q1 2023 | 428 | $6.19B |
| Q4 2022 | 429 | $5.98B |
| Q3 2022 | 416 | $5.03B |
| Q2 2022 | 441 | $6.04B |
| Q1 2022 | 482 | $9.22B |
| Q4 2021 | 461 | $9.80B |
| Q3 2021 | 394 | $8.09B |
| Q2 2021 | 344 | $6.54B |
| Q1 2021 | 315 | $4.71B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 18,717,049 | $870.0M | 0.15% | +1,327,838+7.6% | Added |
| Vulcan Value Partners, LLC | 18,120,791 | $842.3M | 4.57% | −1,546,174−7.9% | Reduced |
| Vanguard Group Inc | 16,676,488 | $775.1M | 0.02% | +537,822+3.3% | Added |
| Morgan Stanley | 16,028,163 | $745.0M | 0.10% | +6,093,214+61.3% | Added |
| BlackRock Inc. | 7,764,706 | $360.9M | 0.01% | +971,904+14.3% | Added |
| Alkeon Capital Management LLC | 5,904,348 | $274.4M | 0.97% | −97,000−1.6% | Reduced |
| State Street Corp | 3,272,778 | $152.1M | 0.01% | +797,601+32.2% | Added |
| Legal & General Group Plc | 2,886,380 | $134.2M | 0.04% | +296,467+11.4% | Added |
| Jackson Square Partners, LLC | 2,827,121 | $131.4M | 0.75% | −398,951−12.4% | Reduced |
| Bamco Inc | 2,457,796 | $114.2M | 0.26% | +2,457,796 | New |
| Samlyn Capital, LLC | 2,306,581 | $107.2M | 1.64% | −632,804−21.5% | Reduced |
| Bessemer Group Inc | 2,025,450 | $94.1M | 0.20% | +4500.0% | Added |
| Norges Bank | 1,891,311 | $87.9M | 0.02% | +708,291+59.9% | Added |
| Geode Capital Management, LLC | 1,855,016 | $86.1M | 0.01% | +190,993+11.5% | Added |
| First Republic Investment Management, Inc. | 1,623,581 | $75.5M | 0.20% | +502,706+44.8% | Added |
| Bank of America Corp | 1,552,869 | $72.2M | 0.01% | +138,642+9.8% | Added |
| Deutsche Bank AG | 1,518,156 | $70.6M | 0.03% | +126,708+9.1% | Added |
| Northern Trust Corp | 1,408,571 | $65.5M | 0.01% | −14,455−1.0% | Reduced |
| Capital Research Global Investors | 1,366,000 | $63.5M | 0.01% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 1,224,000 | $56.9M | 0.72% | +2,000+0.2% | Added |
| Brown Advisory Inc | 1,150,582 | $53.5M | 0.08% | −73,235−6.0% | Reduced |
| Natixis | 956,430 | $44.5M | 0.19% | +58,992+6.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 896,714 | $41.7M | 0.09% | +746,714+497.8% | Added |
| Bank of Nova Scotia | 884,768 | $41.1M | 0.08% | −341,700−27.9% | Reduced |
| LGT Capital Partners Ltd. | 785,000 | $36.5M | 1.03% | −15,000−1.9% | Reduced |
| Nomura Holdings Inc | 695,800 | $32.4M | 0.27% | −306,600−30.6% | Reduced |
| Goldman Sachs Group Inc | 689,467 | $32.0M | 0.01% | −783,599−53.2% | Reduced |
| Credit Suisse AG | 668,811 | $31.1M | 0.02% | +28,147+4.4% | Added |
| Charles Schwab Investment Management Inc | 611,897 | $28.4M | 0.01% | +45,991+8.1% | Added |
| Partners Group Holding AG | 599,837 | $27.9M | 1.71% | −12,132−2.0% | Reduced |
| UBS Group AG | 592,306 | $27.5M | 0.01% | +27,662+4.9% | Added |
| Nuveen Asset Management, LLC | 591,176 | $27.5M | 0.01% | +39,872+7.2% | Added |
| Schonfeld Strategic Advisors LLC | 589,700 | $27.4M | 0.31% | +312,600+112.8% | Added |
| Moore Capital Management, LP | 576,947 | $26.8M | 0.49% | +154,356+36.5% | Added |
| FMR LLC | 559,466 | $26.0M | 0.00% | +39,886+7.7% | Added |
| Marshall Wace North America L.P. | 550,114 | $25.6M | 0.11% | −200,074−26.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 521,100 | $24.2M | 0.01% | −158,091−23.3% | Reduced |
| Victory Capital Management Inc | 508,384 | $23.6M | 0.02% | +85,675+20.3% | Added |
| SEI Investments Co | 496,274 | $23.1M | 0.05% | −47,019−8.7% | Reduced |
| Bank of New York Mellon Corp | 470,788 | $21.9M | 0.00% | +67,456+16.7% | Added |
| UBS Asset Management Americas Inc | 460,041 | $21.4M | 0.01% | −173,357−27.4% | Reduced |
| STRS Ohio | 452,598 | $21.0M | 0.08% | +451,000+28,222.8% | Added |
| Assenagon Asset Management S.A. | 419,321 | $19.5M | 0.08% | +419,321 | New |
| Neuberger Berman Group LLC | 398,588 | $18.4M | 0.02% | −47,104−10.6% | Reduced |
| Wells Fargo & Company | 388,680 | $18.1M | 0.00% | +91,659+30.9% | Added |
| D. E. Shaw & Co., Inc. | 372,747 | $17.3M | 0.02% | +267,921+255.6% | Added |
| California Public Employees Retirement System | 352,637 | $16.4M | 0.01% | +69,956+24.7% | Added |
| Oppenheimer & Co Inc | 336,330 | $15.6M | 0.28% | +9,708+3.0% | Added |
| Janus Henderson Group PLC | 327,480 | $15.2M | 0.01% | −140,554−30.0% | Reduced |
| Invesco Ltd. | 318,104 | $14.8M | 0.00% | +67,690+27.0% | Added |
| Sargent Investment Group, LLC | 312,755 | $14.5M | 3.47% | −570−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 310,966 | $14.5M | 0.02% | +250,224+411.9% | Added |
| California State Teachers Retirement System | 288,692 | $13.4M | 0.02% | +56,881+24.5% | Added |
| Prana Capital Management, LP | 282,365 | $13.1M | 0.89% | −38,045−11.9% | Reduced |
| JPMorgan Chase & Co | 270,572 | $12.6M | 0.00% | +741+0.3% | Added |
| Gillson Capital LP | 270,265 | $12.6M | 1.18% | +143,573+113.3% | Added |
| Voloridge Investment Management, LLC | 267,181 | $12.4M | 0.09% | +196,786+279.5% | Added |
| Frontier Capital Management Co LLC | 220,969 | $10.3M | 0.08% | −12,135−5.2% | Reduced |
| First Trust Advisors LP | 202,950 | $9.43M | 0.01% | +178,432+727.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 202,516 | $9.41M | 0.06% | +20,682+11.4% | Added |
| 1832 Asset Management L.P. | 190,000 | $8.88M | 0.02% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 190,000 | $8.83M | 3.33% | −75,000−28.3% | Reduced |
| Moody National Bank Trust Division | 175,213 | $8.14M | 0.17% | −314−0.2% | Reduced |
| Man Group plc | 160,545 | $7.46M | 0.03% | +86,437+116.6% | Added |
| Rhumbline Advisers | 158,439 | $7.36M | 0.01% | +36,337+29.8% | Added |
| Equitable Trust Co | 156,781 | $7.29M | 0.47% | −1,256−0.8% | Reduced |
| New York State Common Retirement Fund | 154,500 | $7.18M | 0.01% | +43,500+39.2% | Added |
| Royal Bank of Canada | 154,167 | $7.17M | 0.00% | +5,926+4.0% | Added |
| Raymond James & Associates | 153,092 | $7.12M | 0.01% | +40,541+36.0% | Added |
| Citigroup Inc | 151,608 | $7.05M | 0.01% | +28,977+23.6% | Added |
| American National Insurance Co | 149,735 | $6.96M | 0.26% | −275−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 147,446 | $6.85M | 0.08% | +48,913+49.6% | Added |
| Eaton Vance Management | 146,709 | $6.82M | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 142,876 | $6.64M | 0.04% | −32,874−18.7% | Reduced |
| Marshall Wace, LLP | 135,737 | $6.31M | 0.03% | −15,629−10.3% | Reduced |
| SOL Capital Management CO | 134,535 | $6.25M | 1.24% | −5,100−3.7% | Reduced |
| Renaissance Technologies LLC | 126,500 | $5.88M | 0.01% | −387,400−75.4% | Reduced |
| City of London Investment Management Co Ltd | 122,045 | $5.67M | 0.30% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 120,000 | $5.58M | 0.01% | −12,545−9.5% | Reduced |
| State of Wisconsin Investment Board | 117,987 | $5.48M | 0.01% | +7,074+6.4% | Added |
| Millennium Management LLC | 117,304 | $5.45M | 0.01% | +43,055+58.0% | Added |
| Bank of Montreal | 113,299 | $5.31M | 0.00% | +2,329+2.1% | Added |
| Andra AP-fonden | 113,900 | $5.29M | 0.11% | −33,900−22.9% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $4.97M | 0.11% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 105,000 | $4.88M | 0.78% | −94,000−47.2% | Reduced |
| Miller Value Partners, LLC | 105,000 | $4.88M | 0.13% | −30,260−22.4% | Reduced |
| Sit Investment Associates Inc | 103,475 | $4.81M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 103,209 | $4.80M | 0.01% | +1,598+1.6% | Added |
| ClariVest Asset Management LLC | 102,800 | $4.78M | 0.16% | −300−0.3% | Reduced |
| Citadel Advisors LLC | 101,246 | $4.71M | 0.00% | +57,887+133.5% | Added |
| Janney Montgomery Scott LLC | 95,414 | $4.43M | 0.02% | +32,793+52.4% | Added |
| Royce & Associates LP | 93,820 | $4.36M | 0.03% | −7,900−7.8% | Reduced |
| Public Employees Retirement System of Ohio | 93,719 | $4.36M | 0.02% | +30,504+48.3% | Added |
| Amundi | 92,143 | $4.28M | 0.00% | +92,143 | New |
| Rafferty Asset Management, LLC | 91,915 | $4.27M | 0.03% | +32,406+54.5% | Added |
| Knights of Columbus Asset Advisors LLC | 87,868 | $4.08M | 0.38% | +39,602+82.0% | Added |
| State of New Jersey Common Pension Fund D | 87,729 | $4.08M | 0.01% | −3,099−3.4% | Reduced |
| Alliancebernstein L.P. | 87,008 | $4.04M | 0.00% | +21,788+33.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 86,500 | $4.02M | 0.04% | +12,400+16.7% | Added |
| Spectrum Management Group, LLC | 83,673 | $3.89M | 0.68% | +2,976+3.7% | Added |