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, Q3 2021
Institutional positions in Carlyle Group Inc. as of Sep 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
- 394
- +55 vs. Q2 2021
- Shares held
- 171.1M
- +30.5M (+21.7%) vs. Q2 2021
- Total value
- $8.09B
- +$1.55B (+23.8%) vs. Q2 2021
- New holders
- 85
- 146 more added
- Sold out
- 30
- 97 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 19,318,159 | $913.4M | 0.16% | +601,110+3.2% | Added |
| Vanguard Group Inc | 18,319,454 | $866.1M | 0.02% | +1,642,966+9.9% | Added |
| Vulcan Value Partners, LLC | 17,162,398 | $811.4M | 4.36% | −958,393−5.3% | Reduced |
| Morgan Stanley | 17,047,259 | $806.0M | 0.11% | +1,019,096+6.4% | Added |
| BlackRock Inc. | 7,994,579 | $378.0M | 0.01% | +229,873+3.0% | Added |
| Alkeon Capital Management LLC | 7,682,985 | $363.3M | 1.23% | +1,778,637+30.1% | Added |
| Samlyn Capital, LLC | 4,846,857 | $229.2M | 3.36% | +2,540,276+110.1% | Added |
| Millennium Management LLC | 3,782,468 | $178.8M | 0.24% | +3,665,164+3,124.5% | Added |
| State Street Corp | 3,563,728 | $168.5M | 0.01% | +290,950+8.9% | Added |
| Legal & General Group Plc | 2,753,608 | $130.2M | 0.04% | −132,772−4.6% | Reduced |
| Bamco Inc | 2,457,560 | $116.2M | 0.26% | −2360.0% | Reduced |
| Geode Capital Management, LLC | 2,308,486 | $109.0M | 0.01% | +453,470+24.4% | Added |
| Norges Bank | 2,273,326 | $107.5M | 0.02% | +382,015+20.2% | Added |
| Bessemer Group Inc | 2,027,000 | $95.8M | 0.20% | +1,550+0.1% | Added |
| FMR LLC | 1,917,882 | $90.7M | 0.01% | +1,358,416+242.8% | Added |
| Jane Street Group, LLC | 1,819,219 | $86.0M | 0.22% | +1,810,290+20,274.3% | Added |
| Bank of America Corp | 1,703,105 | $80.5M | 0.01% | +150,236+9.7% | Added |
| Marshall Wace North America L.P. | 1,683,698 | $79.6M | 0.34% | +1,133,584+206.1% | Added |
| First Republic Investment Management, Inc. | 1,680,376 | $79.4M | 0.19% | +56,795+3.5% | Added |
| Bank of Nova Scotia | 1,571,418 | $74.3M | 0.14% | +686,650+77.6% | Added |
| Northern Trust Corp | 1,531,996 | $72.4M | 0.01% | +123,425+8.8% | Added |
| Marshall Wace, LLP | 1,366,474 | $64.6M | 0.32% | +1,230,737+906.7% | Added |
| Capital Research Global Investors | 1,366,000 | $64.6M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,294,809 | $61.2M | 0.07% | +1,193,563+1,178.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,267,106 | $59.9M | 0.08% | +956,140+307.5% | Added |
| Deutsche Bank AG | 1,258,890 | $59.5M | 0.03% | −259,266−17.1% | Reduced |
| Balyasny Asset Management LLC | 1,243,743 | $58.8M | 0.28% | +1,243,743 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 1,235,000 | $58.4M | 0.74% | +11,000+0.9% | Added |
| Brown Advisory Inc | 1,113,121 | $52.6M | 0.08% | −37,461−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,107,100 | $52.3M | 0.60% | +517,400+87.7% | Added |
| Goldman Sachs Group Inc | 1,025,051 | $48.5M | 0.01% | +335,584+48.7% | Added |
| Moore Capital Management, LP | 1,013,996 | $47.9M | 0.97% | +437,049+75.8% | Added |
| Ghisallo Capital Management LLC | 1,000,000 | $47.3M | 1.80% | +1,000,000 | New |
| Wells Fargo & Company | 954,189 | $45.1M | 0.01% | +565,509+145.5% | Added |
| LGT Capital Partners Ltd. | 920,000 | $43.5M | 1.31% | +135,000+17.2% | Added |
| UBS Asset Management Americas Inc | 891,909 | $42.2M | 0.02% | +431,868+93.9% | Added |
| Point72 Asset Management, L.P. | 886,800 | $41.9M | 0.20% | +886,800 | New |
| Natixis | 856,248 | $40.5M | 0.14% | −100,182−10.5% | Reduced |
| Neuberger Berman Group LLC | 842,865 | $39.5M | 0.03% | +444,277+111.5% | Added |
| STRS Ohio | 816,358 | $38.6M | 0.15% | +363,760+80.4% | Added |
| Charles Schwab Investment Management Inc | 763,455 | $36.1M | 0.01% | +151,558+24.8% | Added |
| Renaissance Technologies LLC | 739,300 | $35.0M | 0.05% | +612,800+484.4% | Added |
| Two Sigma Investments, LP | 696,282 | $32.9M | 0.09% | +690,636+12,232.3% | Added |
| Nuveen Asset Management, LLC | 683,388 | $32.3M | 0.01% | +92,212+15.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 667,298 | $31.6M | 0.08% | −229,416−25.6% | Reduced |
| Gillson Capital LP | 635,346 | $30.0M | 2.20% | +365,081+135.1% | Added |
| Prana Capital Management, LP | 593,049 | $28.0M | 2.47% | +310,684+110.0% | Added |
| Wellington Management Group LLP | 588,665 | $27.8M | 0.00% | +588,665 | New |
| First Trust Advisors LP | 581,338 | $27.5M | 0.03% | +378,388+186.4% | Added |
| Credit Suisse AG | 567,543 | $26.8M | 0.02% | −101,268−15.1% | Reduced |
| Clark Capital Management Group, Inc. | 542,734 | $25.7M | 0.35% | +542,734 | New |
| UBS Group AG | 529,854 | $25.1M | 0.01% | −62,452−10.5% | Reduced |
| D. E. Shaw & Co., Inc. | 508,796 | $24.1M | 0.03% | +136,049+36.5% | Added |
| SeaTown Holdings Pte. Ltd. | 500,000 | $23.6M | 1.05% | +500,000 | New |
| Bank of New York Mellon Corp | 490,588 | $23.2M | 0.00% | +19,800+4.2% | Added |
| Invesco Ltd. | 473,411 | $22.4M | 0.01% | +155,307+48.8% | Added |
| Teacher Retirement System of Texas | 429,883 | $20.3M | 0.11% | +373,537+662.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 402,871 | $19.0M | 0.01% | −118,229−22.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 396,916 | $18.8M | 0.10% | +194,400+96.0% | Added |
| Partners Group Holding AG | 387,805 | $18.3M | 1.28% | −212,032−35.3% | Reduced |
| California Public Employees Retirement System | 366,153 | $17.3M | 0.01% | +13,516+3.8% | Added |
| Hudson Bay Capital Management LP | 340,000 | $16.1M | 0.23% | +340,000 | New |
| JPMorgan Chase & Co | 336,177 | $15.9M | 0.00% | +65,605+24.2% | Added |
| Oppenheimer & Co Inc | 324,462 | $15.3M | 0.29% | −11,868−3.5% | Reduced |
| Sargent Investment Group, LLC | 311,765 | $14.7M | 3.58% | −990−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 305,128 | $14.4M | 0.08% | +305,128 | New |
| Man Group plc | 298,412 | $14.1M | 0.05% | +137,867+85.9% | Added |
| Public Employees Retirement System of Ohio | 292,301 | $13.8M | 0.05% | +198,582+211.9% | Added |
| California State Teachers Retirement System | 282,775 | $13.4M | 0.02% | −5,917−2.0% | Reduced |
| DnB Asset Management AS | 270,239 | $12.8M | 0.08% | +127,363+89.1% | Added |
| Cubist Systematic Strategies, LLC | 262,464 | $12.4M | 0.16% | +115,018+78.0% | Added |
| 1832 Asset Management L.P. | 252,800 | $12.1M | 0.02% | +62,800+33.1% | Added |
| Eaton Vance Management | 253,160 | $12.0M | 0.02% | +106,451+72.6% | Added |
| Bank of Montreal | 239,899 | $11.4M | 0.01% | +126,600+111.7% | Added |
| Epoch Investment Partners, Inc. | 228,085 | $10.8M | 0.06% | +228,085 | New |
| LPL Financial LLC | 226,683 | $10.7M | 0.01% | +154,994+216.2% | Added |
| Victory Capital Management Inc | 225,332 | $10.7M | 0.01% | −283,052−55.7% | Reduced |
| Frontier Capital Management Co LLC | 215,164 | $10.2M | 0.08% | −5,805−2.6% | Reduced |
| ING Groep NV | 200,000 | $9.46M | 0.12% | +200,000 | New |
| Voloridge Investment Management, LLC | 199,678 | $9.44M | 0.06% | −67,503−25.3% | Reduced |
| Nomura Holdings Inc | 197,076 | $9.43M | 0.07% | −498,724−71.7% | Reduced |
| Raymond James & Associates | 177,759 | $8.40M | 0.01% | +24,667+16.1% | Added |
| Moody National Bank Trust Division | 174,980 | $8.27M | 0.12% | −233−0.1% | Reduced |
| Royal Bank of Canada | 174,190 | $8.24M | 0.00% | +20,023+13.0% | Added |
| New York State Common Retirement Fund | 171,565 | $8.11M | 0.01% | +17,065+11.0% | Added |
| Allianz Asset Management GmbH | 169,240 | $8.00M | 0.01% | +163,410+2,802.9% | Added |
| Spectrum Management Group, LLC | 160,883 | $7.61M | 1.20% | +77,210+92.3% | Added |
| Equitable Trust Co | 154,970 | $7.33M | 0.47% | −1,811−1.2% | Reduced |
| American National Insurance Co | 149,575 | $7.07M | 0.27% | −160−0.1% | Reduced |
| Rhumbline Advisers | 147,781 | $6.99M | 0.01% | −10,658−6.7% | Reduced |
| Alliancebernstein L.P. | 143,158 | $6.77M | 0.00% | +56,150+64.5% | Added |
| Janus Henderson Group PLC | 142,355 | $6.73M | 0.00% | −185,125−56.5% | Reduced |
| Full18 Capital LLC | 140,823 | $6.66M | 2.68% | +140,823 | New |
| Citigroup Inc | 138,216 | $6.53M | 0.01% | −13,392−8.8% | Reduced |
| Strycker View Capital LLC | 135,000 | $6.38M | 4.10% | +135,000 | New |
| SOL Capital Management CO | 131,160 | $6.20M | 1.23% | −3,375−2.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 128,467 | $6.07M | 0.01% | +128,467 | New |
| State of Wisconsin Investment Board | 123,269 | $5.83M | 0.01% | +5,282+4.5% | Added |
| City of London Investment Management Co Ltd | 122,045 | $5.77M | 0.35% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 121,777 | $5.76M | 0.04% | +121,777 | New |