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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 7,560 | $351.0K | 0.15% | +7,560 | New |
| Sterneck Capital Management, LLC | 7,707 | $362.0K | 0.22% | −500−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,799 | $362.0K | 0.00% | +555+7.7% | Added |
| Bridgefront Capital, LLC | 7,784 | $362.0K | 0.14% | +7,784 | New |
| Fiduciary Group LLC | 7,700 | $372.0K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,250 | $383.0K | 0.02% | −1,600−16.2% | Reduced |
| Standard Life Aberdeen plc | 8,276 | $385.0K | 0.00% | +1,800+27.8% | Added |
| Boston Private Wealth LLC | 8,354 | $389.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,469 | $394.0K | 0.02% | +8,469 | New |
| Jane Street Group, LLC | 8,929 | $415.0K | 0.00% | +3,202+55.9% | Added |
| Gotham Asset Management, LLC | 8,976 | $417.0K | 0.02% | +1,267+16.4% | Added |
| Nordea Investment Management AB | 9,299 | $432.0K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $437.0K | 0.12% | −9,400−100.0% | Reduced |
| Sunbelt Securities, Inc. | 10,000 | $449.0K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,902 | $460.0K | 0.04% | +9,902 | New |
| Raymond James Trust N.A. | 9,987 | $464.0K | 0.02% | −220−2.2% | Reduced |
| ProShare Advisors LLC | 9,982 | $464.0K | 0.00% | +319+3.3% | Added |
| Mirador Capital Partners LP | 9,998 | $465.0K | 0.11% | +9,998 | New |
| Elo Mutual Pension Insurance Co | 10,194 | $474.0K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 10,357 | $481.0K | 0.03% | +10,357 | New |
| M&T Bank Corp | 10,373 | $482.0K | 0.00% | +553+5.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,596 | $492.0K | 0.01% | +851+8.7% | Added |
| XTX Topco Ltd | 10,587 | $492.0K | 0.17% | +2,301+27.8% | Added |
| FORA Capital, LLC | 10,785 | $501.0K | 0.09% | +5,928+122.1% | Added |
| DekaBank Deutsche Girozentrale | 10,993 | $506.0K | 0.00% | +2,078+23.3% | Added |
| Regentatlantic Capital LLC | 11,057 | $514.0K | 0.02% | −703−6.0% | Reduced |
| Weik Capital Management | 11,150 | $518.0K | 0.20% | +11,150 | New |
| Arete Wealth Advisors, LLC | 13,849 | $539.0K | 0.08% | −3,275−19.1% | Reduced |
| Maryland State Retirement & Pension System | 11,408 | $541.0K | 0.02% | +2,008+21.4% | Added |
| Tranquility Partners, LLC | 11,766 | $547.0K | 0.31% | −2,254−16.1% | Reduced |
| JustInvest LLC | 12,230 | $568.0K | 0.06% | +12,230 | New |
| AE Wealth Management LLC | 12,249 | $569.0K | 0.00% | +15+0.1% | Added |
| McGowan Group Asset Management, Inc. | 12,433 | $578.0K | 0.09% | +26+0.2% | Added |
| San Francisco Sentry Investment Group (Ca) | 12,465 | $579.0K | 0.30% | +5,475+78.3% | Added |
| CIBC Asset Management Inc | 13,153 | $611.0K | 0.00% | +7+0.1% | Added |
| Principal Financial Group Inc | 13,145 | $611.0K | 0.00% | +4,506+52.2% | Added |
| Forsta Ap-Fonden | 13,700 | $637.0K | 0.01% | +13,700 | New |
| Snowden Capital Advisors LLC | 13,813 | $642.0K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 13,824 | $642.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,982 | $650.0K | 0.00% | +6,700+92.0% | Added |
| Versor Investments LP | 14,000 | $651.0K | 0.02% | +14,000 | New |
| Storebrand Asset Management AS | 14,278 | $663.6K | 0.00% | +1,067+8.1% | Added |
| KBC Group NV | 14,339 | $666.0K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 14,787 | $687.0K | 0.01% | +2,958+25.0% | Added |
| Cresset Asset Management, LLC | 14,803 | $688.0K | 0.01% | +14,803 | New |
| Ossiam | 13,779 | $695.0K | 0.02% | +13,779 | New |
| Baldwin Brothers Inc | 15,900 | $739.0K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 16,300 | $758.0K | 0.09% | −300−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 16,591 | $771.0K | 0.05% | −179−1.1% | Reduced |
| TD Asset Management Inc | 15,287 | $772.0K | 0.00% | +3,862+33.8% | Added |
| Spouting Rock Asset Management, LLC | 17,158 | $798.0K | 0.24% | −4,059−19.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 17,308 | $804.5K | 0.20% | +8,091+87.8% | Added |
| AdvisorNet Financial, Inc | 17,415 | $809.0K | 0.05% | −868−4.7% | Reduced |
| North Star Investment Management Corp. | 17,500 | $813.0K | 0.06% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 17,593 | $818.0K | 0.02% | 00.0% | Unchanged |
| Old Mission Capital LLC | 17,838 | $829.0K | 0.03% | +17,838 | New |
| Nissay Asset Management Corp | 17,878 | $831.0K | 0.01% | +844+5.0% | Added |
| Susquehanna International Group, LLP | 18,086 | $841.0K | 0.00% | −2,997−14.2% | Reduced |
| Ameriprise Financial Inc | 18,152 | $843.0K | 0.00% | +1,816+11.1% | Added |
| Dividend Assets Capital, LLC | 18,200 | $846.0K | 0.17% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 18,328 | $852.0K | 0.89% | 00.0% | Unchanged |
| Seeyond | 18,572 | $863.0K | 0.08% | +84+0.5% | Added |
| Envestnet Asset Management Inc | 18,795 | $874.0K | 0.00% | +11,725+165.8% | Added |
| MD Financial Management Inc. | 18,887 | $878.0K | 0.03% | +18,887 | New |
| Equitable Holdings, Inc. | 19,060 | $886.0K | 0.02% | +300+1.6% | Added |
| Cannon Global Investment Management, LLC | 19,200 | $892.0K | 1.98% | +19,200 | New |
| HighTower Advisors, LLC | 19,315 | $899.0K | 0.00% | +770+4.2% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $934.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 21,544 | $961.0K | 0.03% | −1,657−7.1% | Reduced |
| Bramshill Investments, LLC | 22,479 | $1.04M | 0.08% | +7,152+46.7% | Added |
| Toronto Dominion Bank | 22,844 | $1.06M | 0.00% | +3,751+19.6% | Added |
| Cipher Capital LP | 23,671 | $1.10M | 0.61% | +23,671 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 24,019 | $1.12M | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 24,600 | $1.14M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 24,918 | $1.16M | 0.00% | −3,956−13.7% | Reduced |
| Banque Pictet & Cie SA | 25,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 25,015 | $1.16M | 0.01% | +25,015 | New |
| Unigestion Holding SA | 24,886 | $1.17M | 0.04% | −2,853−10.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 25,323 | $1.18M | 0.42% | −194−0.8% | Reduced |
| Jeereddi Investments, LP | 25,746 | $1.20M | 1.01% | −10,781−29.5% | Reduced |
| Voya Investment Management LLC | 25,878 | $1.20M | 0.00% | +6,906+36.4% | Added |
| The PNC Financial Services Group, Inc. | 26,165 | $1.22M | 0.00% | +324+1.3% | Added |
| Jeppson Wealth Management, LLC | 26,364 | $1.23M | 0.67% | −1,739−6.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 26,529 | $1.23M | 0.11% | +26,529 | New |
| Stonnington Group, LLC | 26,450 | $1.25M | 0.28% | −5,000−15.9% | Reduced |
| Donoghue Forlines LLC | 26,971 | $1.25M | 0.23% | +26,971 | New |
| NN Investment Partners Holdings N.V. | 27,100 | $1.26M | 0.01% | +27,100 | New |
| Oregon Public Employees Retirement Fund | 27,810 | $1.29M | 0.01% | +27,810 | New |
| Emfo, LLC | 28,625 | $1.33M | 1.16% | +28,625 | New |
| Seven Eight Capital, LP | 29,389 | $1.37M | 0.19% | +10,989+59.7% | Added |
| British Columbia Investment Management Corp | 29,453 | $1.37M | 0.01% | +6,359+27.5% | Added |
| Gsa Capital Partners LLP | 29,672 | $1.38M | 0.16% | +29,672 | New |
| Parametric Portfolio Associates LLC | 29,713 | $1.38M | 0.00% | +13,548+83.8% | Added |
| AMP Capital Investors Ltd | 30,232 | $1.41M | 0.01% | −1,356−4.3% | Reduced |
| Utah Retirement Systems | 30,900 | $1.44M | 0.02% | +8,300+36.7% | Added |
| Amalgamated Bank | 31,012 | $1.44M | 0.01% | +16,523+114.0% | Added |
| Nomura Asset Management Co Ltd | 31,100 | $1.45M | 0.01% | +7,000+29.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,928 | $1.48M | 0.03% | +707+2.3% | Added |
| Advisor Group Holdings, Inc. | 34,397 | $1.60M | 0.00% | +915+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,922 | $1.62M | 0.00% | +14,834+73.8% | Added |