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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

Q2 2021 vs. Q1 2021

How the institutions holding Carlyle Group Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of CG: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders3152344+31
Shares128.1M103.5K140.8M+12.7M (+10.0%)
Value$4.71B$3.91M$6.54B+$1.84B (+39.0%)

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Carlyle Group Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to CG in Q2 2021
InstitutionSharesValue% of portfolio
Bamco Inc2,457,796$114.2M0.26%
Assenagon Asset Management S.A.419,321$19.5M0.08%
Amundi92,143$4.28M0.00%
Prudential Financial Inc48,061$2.23M0.00%
Gsa Capital Partners LLP29,672$1.38M0.16%
Emfo, LLC28,625$1.33M1.16%
Oregon Public Employees Retirement Fund27,810$1.29M0.01%
NN Investment Partners Holdings N.V.27,100$1.26M0.01%
Donoghue Forlines LLC26,971$1.25M0.23%
Baltimore-Washington Financial Advisors, Inc.26,529$1.23M0.11%
Guggenheim Capital LLC25,015$1.16M0.01%
Cipher Capital LP23,671$1.10M0.61%
Cannon Global Investment Management, LLC19,200$892.0K1.98%
MD Financial Management Inc.18,887$878.0K0.03%
Old Mission Capital LLC17,838$829.0K0.03%
Ossiam13,779$695.0K0.02%
Cresset Asset Management, LLC14,803$688.0K0.01%
Versor Investments LP14,000$651.0K0.02%
Forsta Ap-Fonden13,700$637.0K0.01%
JustInvest LLC12,230$568.0K0.06%
Weik Capital Management11,150$518.0K0.20%
Winton Group Ltd10,357$481.0K0.03%
Mirador Capital Partners LP9,998$465.0K0.11%
Centiva Capital, LP9,902$460.0K0.04%
Boothbay Fund Management, LLC8,469$394.0K0.02%
Bridgefront Capital, LLC7,784$362.0K0.14%
Convergence Investment Partners, LLC7,560$351.0K0.15%
NEXT Financial Group, Inc7,393$344.0K0.03%
Inscription Capital, LLC7,200$335.0K0.04%
Kestra Advisory Services, LLC5,721$266.0K0.00%
Two Sigma Investments, LP5,646$262.0K0.00%
Gyon Technologies Capital Management, LP5,494$255.0K0.08%
Lombard Odier Asset Management (Switzerland) SA5,124$238.0K0.01%
Guyasuta Investment Advisors Inc5,000$232.0K0.02%
Matrix Private Capital Group LLC4,900$228.0K0.12%
B. Metzler seel. Sohn & Co. Holding AG4,736$220.0K0.00%
King Luther Capital Management Corp4,700$218.0K0.00%
Machina Capital S.A.S.4,700$218.0K0.37%
IBM Retirement Fund4,616$215.0K0.02%
Affinity Wealth Management LLC4,543$209.0K0.04%
Comerica Bank4,487$208.0K0.00%
Oliver Luxxe Assets LLC4,464$207.0K0.06%
Cetera Investment Advisers4,452$207.0K0.00%
Brookstone Capital Management4,433$206.0K0.00%
Asahi Life Asset Management Co., Ltd.4,350$202.0K0.03%
Vestcor Inc2,674$124.0K0.00%
USA Financial Portformulas Corp2,518$117.0K0.10%
Ensign Peak Advisors, Inc2,345$109.0K0.00%
Advisory Services Network, LLC2,271$106.0K0.00%
Castleview Partners, LLC2,000$93.0K0.04%
Canada Pension Plan Investment Board942$44.0K0.00%
Itau Unibanco Holding S.A.431$20.0K0.00%
Sonora Investment Management, LLC300$14.0K0.00%
Wealth Quarterback LLC25$2.00K0.00%
Federated Hermes, Inc.1––

Sold out (24)

Institutions that held Carlyle Group Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Not filed for Q2 2021 yet (2)

Institutions that held Carlyle Group Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.62,652$2.30M
Elevated Capital Advisors, LLC40,879$1.61M