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 |
|---|---|---|---|---|---|
| KBC Group NV | 14,339 | $666.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 14,278 | $663.6K | 0.00% | +1,067+8.1% | Added |
| Versor Investments LP | 14,000 | $651.0K | 0.02% | +14,000 | New |
| SG Americas Securities, LLC | 13,982 | $650.0K | 0.00% | +6,700+92.0% | Added |
| Westpac Banking Corp | 13,824 | $642.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,813 | $642.0K | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 13,700 | $637.0K | 0.01% | +13,700 | New |
| 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 |
| San Francisco Sentry Investment Group (Ca) | 12,465 | $579.0K | 0.30% | +5,475+78.3% | Added |
| McGowan Group Asset Management, Inc. | 12,433 | $578.0K | 0.09% | +26+0.2% | Added |
| AE Wealth Management LLC | 12,249 | $569.0K | 0.00% | +15+0.1% | Added |
| JustInvest LLC | 12,230 | $568.0K | 0.06% | +12,230 | New |
| Tranquility Partners, LLC | 11,766 | $547.0K | 0.31% | −2,254−16.1% | Reduced |
| Maryland State Retirement & Pension System | 11,408 | $541.0K | 0.02% | +2,008+21.4% | Added |
| Arete Wealth Advisors, LLC | 13,849 | $539.0K | 0.08% | −3,275−19.1% | Reduced |
| Weik Capital Management | 11,150 | $518.0K | 0.20% | +11,150 | New |
| Regentatlantic Capital LLC | 11,057 | $514.0K | 0.02% | −703−6.0% | Reduced |
| DekaBank Deutsche Girozentrale | 10,993 | $506.0K | 0.00% | +2,078+23.3% | Added |
| FORA Capital, LLC | 10,785 | $501.0K | 0.09% | +5,928+122.1% | 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 |
| M&T Bank Corp | 10,373 | $482.0K | 0.00% | +553+5.6% | Added |
| Winton Group Ltd | 10,357 | $481.0K | 0.03% | +10,357 | New |
| Elo Mutual Pension Insurance Co | 10,194 | $474.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 9,998 | $465.0K | 0.11% | +9,998 | 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 |
| Centiva Capital, LP | 9,902 | $460.0K | 0.04% | +9,902 | New |
| Sunbelt Securities, Inc. | 10,000 | $449.0K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $437.0K | 0.12% | −9,400−100.0% | Reduced |
| Nordea Investment Management AB | 9,299 | $432.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,976 | $417.0K | 0.02% | +1,267+16.4% | Added |
| Jane Street Group, LLC | 8,929 | $415.0K | 0.00% | +3,202+55.9% | Added |
| Boothbay Fund Management, LLC | 8,469 | $394.0K | 0.02% | +8,469 | New |
| Boston Private Wealth LLC | 8,354 | $389.0K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 8,276 | $385.0K | 0.00% | +1,800+27.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,250 | $383.0K | 0.02% | −1,600−16.2% | Reduced |
| Fiduciary Group LLC | 7,700 | $372.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Convergence Investment Partners, LLC | 7,560 | $351.0K | 0.15% | +7,560 | New |
| Kovack Advisors, Inc. | 7,454 | $346.0K | 0.04% | −46−0.6% | Reduced |
| Private Advisor Group, LLC | 7,419 | $345.0K | 0.00% | +1,021+16.0% | Added |
| NEXT Financial Group, Inc | 7,393 | $344.0K | 0.03% | +7,393 | New |
| Lincoln National Corp | 7,359 | $342.0K | 0.01% | +42+0.6% | Added |
| Blair William & Co | 7,318 | $340.0K | 0.00% | −907−11.0% | Reduced |
| 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 |
| 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 |
| Keebeck Wealth Management, LLC | 7,057 | $328.0K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,933 | $322.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,916 | $321.0K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,430 | $299.0K | 0.00% | 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 |
| Fort Sheridan Advisors LLC | 6,200 | $288.0K | 0.10% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,050 | $281.0K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,028 | $280.0K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 6,000 | $279.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 5,880 | $273.0K | 0.00% | −28,581−82.9% | Reduced |
| 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 |
| Westbourne Investment Advisors, Inc. | 5,800 | $270.0K | 0.12% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,721 | $266.0K | 0.00% | +5,721 | New |
| Two Sigma Investments, LP | 5,646 | $262.0K | 0.00% | +5,646 | New |
| Gyon Technologies Capital Management, LP | 5,494 | $255.0K | 0.08% | +5,494 | New |
| Harbor Investment Advisory, LLC | 5,200 | $242.0K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 5,124 | $238.0K | 0.01% | +5,124 | New |
| Federation des caisses Desjardins du Quebec | 5,075 | $235.7K | 0.00% | +2,831+126.2% | Added |
| Guyasuta Investment Advisors Inc | 5,000 | $232.0K | 0.02% | +5,000 | New |
| Matrix Private Capital Group LLC | 4,900 | $228.0K | 0.12% | +4,900 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 4,736 | $220.0K | 0.00% | +4,736 | New |
| 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 |
| First Mercantile Trust Co | 4,659 | $217.0K | 0.03% | −259−5.3% | Reduced |
| IBM Retirement Fund | 4,616 | $215.0K | 0.02% | +4,616 | New |
| Affinity Wealth Management LLC | 4,543 | $209.0K | 0.04% | +4,543 | New |
| Comerica Bank | 4,487 | $208.0K | 0.00% | +4,487 | 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 |
| Brookstone Capital Management | 4,433 | $206.0K | 0.00% | +4,433 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,401 | $205.0K | 0.02% | −26,813−85.9% | Reduced |
| Leonteq Securities AG | 4,357 | $202.5K | 0.02% | +1,099+33.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,350 | $202.0K | 0.03% | +4,350 | New |
| Proequities, Inc. | 4,226 | $196.0K | 0.01% | −1,301−23.5% | Reduced |
| Spire Wealth Management | 3,955 | $184.0K | 0.00% | −1,993−33.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,600 | $167.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,388 | $157.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,357 | $156.0K | 0.00% | +385+13.0% | Added |
| Tower Research Capital LLC (TRC) | 3,361 | $156.0K | 0.00% | −4,815−58.9% | Reduced |
| Panagora Asset Management Inc | 3,204 | $149.0K | 0.00% | −103−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 3,000 | $139.0K | 0.04% | −2,000−40.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,823 | $131.0K | 0.00% | +2,220+368.2% | Added |
| First Manhattan Co | 2,700 | $125.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,674 | $124.0K | 0.00% | +2,674 | New |
| Wagner Wealth Management, LLC | 2,651 | $123.0K | 0.09% | −236−8.2% | Reduced |
| Fifth Third Bancorp | 2,545 | $118.0K | 0.00% | +301+13.4% | Added |