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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 419,321 | $19.5M | 0.08% | +419,321 | New |
| STRS Ohio | 452,598 | $21.0M | 0.08% | +451,000+28,222.8% | Added |
| UBS Asset Management Americas Inc | 460,041 | $21.4M | 0.01% | −173,357−27.4% | Reduced |
| Bank of New York Mellon Corp | 470,788 | $21.9M | 0.00% | +67,456+16.7% | Added |
| SEI Investments Co | 496,274 | $23.1M | 0.05% | −47,019−8.7% | Reduced |
| Victory Capital Management Inc | 508,384 | $23.6M | 0.02% | +85,675+20.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 521,100 | $24.2M | 0.01% | −158,091−23.3% | Reduced |
| Marshall Wace North America L.P. | 550,114 | $25.6M | 0.11% | −200,074−26.7% | Reduced |
| FMR LLC | 559,466 | $26.0M | 0.00% | +39,886+7.7% | Added |
| Moore Capital Management, LP | 576,947 | $26.8M | 0.49% | +154,356+36.5% | Added |
| Schonfeld Strategic Advisors LLC | 589,700 | $27.4M | 0.31% | +312,600+112.8% | Added |
| Nuveen Asset Management, LLC | 591,176 | $27.5M | 0.01% | +39,872+7.2% | Added |
| UBS Group AG | 592,306 | $27.5M | 0.01% | +27,662+4.9% | Added |
| Partners Group Holding AG | 599,837 | $27.9M | 1.71% | −12,132−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 611,897 | $28.4M | 0.01% | +45,991+8.1% | Added |
| Credit Suisse AG | 668,811 | $31.1M | 0.02% | +28,147+4.4% | Added |
| Goldman Sachs Group Inc | 689,467 | $32.0M | 0.01% | −783,599−53.2% | Reduced |
| Nomura Holdings Inc | 695,800 | $32.4M | 0.27% | −306,600−30.6% | Reduced |
| LGT Capital Partners Ltd. | 785,000 | $36.5M | 1.03% | −15,000−1.9% | Reduced |
| Bank of Nova Scotia | 884,768 | $41.1M | 0.08% | −341,700−27.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 896,714 | $41.7M | 0.09% | +746,714+497.8% | Added |
| Natixis | 956,430 | $44.5M | 0.19% | +58,992+6.6% | Added |
| Brown Advisory Inc | 1,150,582 | $53.5M | 0.08% | −73,235−6.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,224,000 | $56.9M | 0.72% | +2,000+0.2% | Added |
| Capital Research Global Investors | 1,366,000 | $63.5M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 1,408,571 | $65.5M | 0.01% | −14,455−1.0% | Reduced |
| Deutsche Bank AG | 1,518,156 | $70.6M | 0.03% | +126,708+9.1% | Added |
| Bank of America Corp | 1,552,869 | $72.2M | 0.01% | +138,642+9.8% | Added |
| First Republic Investment Management, Inc. | 1,623,581 | $75.5M | 0.20% | +502,706+44.8% | Added |
| Geode Capital Management, LLC | 1,855,016 | $86.1M | 0.01% | +190,993+11.5% | Added |
| Norges Bank | 1,891,311 | $87.9M | 0.02% | +708,291+59.9% | Added |
| Bessemer Group Inc | 2,025,450 | $94.1M | 0.20% | +4500.0% | Added |
| Samlyn Capital, LLC | 2,306,581 | $107.2M | 1.64% | −632,804−21.5% | Reduced |
| Bamco Inc | 2,457,796 | $114.2M | 0.26% | +2,457,796 | New |
| Jackson Square Partners, LLC | 2,827,121 | $131.4M | 0.75% | −398,951−12.4% | Reduced |
| Legal & General Group Plc | 2,886,380 | $134.2M | 0.04% | +296,467+11.4% | Added |
| State Street Corp | 3,272,778 | $152.1M | 0.01% | +797,601+32.2% | Added |
| Alkeon Capital Management LLC | 5,904,348 | $274.4M | 0.97% | −97,000−1.6% | Reduced |
| BlackRock Inc. | 7,764,706 | $360.9M | 0.01% | +971,904+14.3% | Added |
| Morgan Stanley | 16,028,163 | $745.0M | 0.10% | +6,093,214+61.3% | Added |
| Vanguard Group Inc | 16,676,488 | $775.1M | 0.02% | +537,822+3.3% | Added |
| Vulcan Value Partners, LLC | 18,120,791 | $842.3M | 4.57% | −1,546,174−7.9% | Reduced |
| Capital World Investors | 18,717,049 | $870.0M | 0.15% | +1,327,838+7.6% | Added |
| Federated Hermes, Inc. | 1 | – | – | +1 | New |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −119,854−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −24,585−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −15,736−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −14,016−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,217−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,905−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,648−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,593−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −7,343−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −5,476−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Elevated Capital Advisors, LLC | – | – | – | – | Not filed |