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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 2,518 | $117.0K | 0.10% | +2,518 | New |
| Cordasco Financial Network | 2,426 | $113.0K | 0.08% | +15+0.6% | Added |
| Focused Wealth Management, Inc | 2,361 | $110.0K | 0.02% | +6+0.3% | Added |
| Ensign Peak Advisors, Inc | 2,345 | $109.0K | 0.00% | +2,345 | 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 |
| Advisory Services Network, LLC | 2,271 | $106.0K | 0.00% | +2,271 | New |
| American International Group, Inc. | 2,028 | $94.0K | 0.00% | +499+32.6% | Added |
| 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 |
| Anchor Investment Management, LLC | 2,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,700 | $79.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,163 | $54.0K | 0.00% | +100+9.4% | Added |
| Arkadios Wealth Advisors | 1,062 | $49.0K | 0.01% | +7+0.7% | Added |
| D'Orazio & Associates, Inc. | 1,034 | $48.0K | 0.01% | +6+0.6% | Added |
| American Portfolios Advisors | 1,025 | $47.6K | 0.00% | +895+688.5% | Added |
| 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 |
| 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 |
| Canada Pension Plan Investment Board | 942 | $44.0K | 0.00% | +942 | New |
| Zions Bancorporation, N.A. | 906 | $42.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 904 | $42.0K | 0.00% | +527+139.8% | Added |
| Geneos Wealth Management Inc. | 609 | $28.0K | 0.00% | +4+0.7% | Added |
| Hexagon Capital Partners LLC | 571 | $27.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 431 | $20.0K | 0.00% | +431 | New |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 283 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 217 | $10.0K | 0.00% | +1+0.5% | Added |
| Parallel Advisors, LLC | 183 | $9.00K | 0.00% | +5+2.8% | Added |
| 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 |
| American Research & Management Co. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 79 | $3.00K | 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 |
| O'Shaughnessy Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |