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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 25 | $2.00K | 0.00% | +25 | New |
| Berman Capital Advisors, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 178 | $8.00K | 0.00% | +1+0.6% | Added |
| CVA Family Office, LLC | 175 | $8.00K | 0.00% | +125+250.0% | Added |
| Parallel Advisors, LLC | 183 | $9.00K | 0.00% | +5+2.8% | Added |
| Lindbrook Capital, LLC | 217 | $10.0K | 0.00% | +1+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 283 | $13.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 300 | $14.0K | 0.00% | +300 | New |
| Itau Unibanco Holding S.A. | 431 | $20.0K | 0.00% | +431 | New |
| Hexagon Capital Partners LLC | 571 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 609 | $28.0K | 0.00% | +4+0.7% | Added |
| Zions Bancorporation, N.A. | 906 | $42.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 904 | $42.0K | 0.00% | +527+139.8% | Added |
| Canada Pension Plan Investment Board | 942 | $44.0K | 0.00% | +942 | New |
| CWM, LLC | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,012 | $47.0K | 0.00% | −307−23.3% | Reduced |
| Evolution Wealth Advisors, LLC | 1,005 | $47.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,025 | $47.6K | 0.00% | +895+688.5% | Added |
| D'Orazio & Associates, Inc. | 1,034 | $48.0K | 0.01% | +6+0.6% | Added |
| Arkadios Wealth Advisors | 1,062 | $49.0K | 0.01% | +7+0.7% | Added |
| Captrust Financial Advisors | 1,163 | $54.0K | 0.00% | +100+9.4% | Added |
| US Bancorp | 1,700 | $79.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $93.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $93.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,000 | $93.0K | 0.04% | +2,000 | New |
| American International Group, Inc. | 2,028 | $94.0K | 0.00% | +499+32.6% | Added |
| Advisory Services Network, LLC | 2,271 | $106.0K | 0.00% | +2,271 | New |
| Harvest Fund Management Co., Ltd | 2,315 | $107.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,300 | $107.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,345 | $109.0K | 0.00% | +2,345 | New |
| Focused Wealth Management, Inc | 2,361 | $110.0K | 0.02% | +6+0.3% | Added |
| Cordasco Financial Network | 2,426 | $113.0K | 0.08% | +15+0.6% | Added |
| USA Financial Portformulas Corp | 2,518 | $117.0K | 0.10% | +2,518 | New |
| Fifth Third Bancorp | 2,545 | $118.0K | 0.00% | +301+13.4% | Added |
| Wagner Wealth Management, LLC | 2,651 | $123.0K | 0.09% | −236−8.2% | Reduced |
| Vestcor Inc | 2,674 | $124.0K | 0.00% | +2,674 | New |
| First Manhattan Co | 2,700 | $125.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,823 | $131.0K | 0.00% | +2,220+368.2% | Added |
| FinTrust Capital Advisors, LLC | 3,000 | $139.0K | 0.04% | −2,000−40.0% | Reduced |
| Panagora Asset Management Inc | 3,204 | $149.0K | 0.00% | −103−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,361 | $156.0K | 0.00% | −4,815−58.9% | Reduced |
| Metropolitan Life Insurance Co | 3,357 | $156.0K | 0.00% | +385+13.0% | Added |
| Sandy Spring Bank | 3,388 | $157.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,600 | $167.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,955 | $184.0K | 0.00% | −1,993−33.5% | Reduced |
| Proequities, Inc. | 4,226 | $196.0K | 0.01% | −1,301−23.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,350 | $202.0K | 0.03% | +4,350 | New |
| Leonteq Securities AG | 4,357 | $202.5K | 0.02% | +1,099+33.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $205.0K | 0.02% | −26,813−85.9% | Reduced |
| Brookstone Capital Management | 4,433 | $206.0K | 0.00% | +4,433 | New |
| Oliver Luxxe Assets LLC | 4,464 | $207.0K | 0.06% | +4,464 | New |
| Cetera Investment Advisers | 4,452 | $207.0K | 0.00% | +4,452 | New |
| Comerica Bank | 4,487 | $208.0K | 0.00% | +4,487 | New |
| Affinity Wealth Management LLC | 4,543 | $209.0K | 0.04% | +4,543 | New |
| IBM Retirement Fund | 4,616 | $215.0K | 0.02% | +4,616 | New |
| First Mercantile Trust Co | 4,659 | $217.0K | 0.03% | −259−5.3% | Reduced |
| King Luther Capital Management Corp | 4,700 | $218.0K | 0.00% | +4,700 | New |
| Machina Capital S.A.S. | 4,700 | $218.0K | 0.37% | +4,700 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 4,736 | $220.0K | 0.00% | +4,736 | New |
| Matrix Private Capital Group LLC | 4,900 | $228.0K | 0.12% | +4,900 | New |
| Guyasuta Investment Advisors Inc | 5,000 | $232.0K | 0.02% | +5,000 | New |
| Federation des caisses Desjardins du Quebec | 5,075 | $235.7K | 0.00% | +2,831+126.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,124 | $238.0K | 0.01% | +5,124 | New |
| Harbor Investment Advisory, LLC | 5,200 | $242.0K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,494 | $255.0K | 0.08% | +5,494 | New |
| Two Sigma Investments, LP | 5,646 | $262.0K | 0.00% | +5,646 | New |
| Kestra Advisory Services, LLC | 5,721 | $266.0K | 0.00% | +5,721 | New |
| Westbourne Investment Advisors, Inc. | 5,800 | $270.0K | 0.12% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,830 | $271.0K | 0.00% | −227,068−97.5% | Reduced |
| BigSur Wealth Management LLC | 5,822 | $271.0K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 5,880 | $273.0K | 0.00% | −28,581−82.9% | Reduced |
| Parcion Private Wealth LLC | 6,000 | $279.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,028 | $280.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,050 | $281.0K | 0.06% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,200 | $288.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 6,227 | $289.0K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,215 | $289.0K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,430 | $299.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,916 | $321.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,933 | $322.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $328.0K | 0.05% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,176 | $334.0K | 0.00% | −647−8.3% | Reduced |
| Mission Wealth Management, LP | 7,176 | $334.0K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,200 | $335.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 7,200 | $335.0K | 0.04% | +7,200 | New |
| Blair William & Co | 7,318 | $340.0K | 0.00% | −907−11.0% | Reduced |
| Lincoln National Corp | 7,359 | $342.0K | 0.01% | +42+0.6% | Added |
| NEXT Financial Group, Inc | 7,393 | $344.0K | 0.03% | +7,393 | New |
| Private Advisor Group, LLC | 7,419 | $345.0K | 0.00% | +1,021+16.0% | Added |
| Kovack Advisors, Inc. | 7,454 | $346.0K | 0.04% | −46−0.6% | Reduced |