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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

Q3 2021 vs. Q2 2021

How the institutions holding Carlyle Group Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of CG: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders3445394+55
Shares140.8M108.2K171.1M+30.5M (+21.7%)
Value$6.54B$5.03M$8.09B+$1.55B (+23.8%)

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held Carlyle Group Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to CG in Q3 2021
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC1,243,743$58.8M0.28%
Ghisallo Capital Management LLC1,000,000$47.3M1.80%
Point72 Asset Management, L.P.886,800$41.9M0.20%
Wellington Management Group LLP588,665$27.8M0.00%
Clark Capital Management Group, Inc.542,734$25.7M0.35%
SeaTown Holdings Pte. Ltd.500,000$23.6M1.05%
Hudson Bay Capital Management LP340,000$16.1M0.23%
Connor, Clark & Lunn Investment Management Ltd.305,128$14.4M0.08%
Epoch Investment Partners, Inc.228,085$10.8M0.06%
ING Groep NV200,000$9.46M0.12%
Full18 Capital LLC140,823$6.66M2.68%
Strycker View Capital LLC135,000$6.38M4.10%
Robeco Institutional Asset Management B.V.128,467$6.07M0.01%
AustralianSuper Pty Ltd121,777$5.76M0.04%
BI Asset Management Fondsmaeglerselskab A/S116,207$5.49M0.21%
MUFG Securities EMEA plc109,400$5.17M0.07%
Capitolis Advisors LLC86,584$4.49M0.04%
Prospera Financial Services Inc86,444$4.09M0.20%
Pictet Asset Management SA79,272$3.75M0.00%
Quantbot Technologies LP69,644$3.29M0.24%
Lake Street Advisors Group, LLC64,723$3.06M0.33%
O'Shares Investment Advisers, LLC62,598$2.96M0.22%
Two Sigma Advisers, LP61,800$2.92M0.01%
Castellan Group, LLC45,990$2.17M1.12%
Pearl River Capital, LLC45,549$2.15M0.59%
Caas Capital Management LP44,566$2.11M0.16%
Weiss Multi-Strategy Advisers LLC44,000$2.08M0.05%
Franklin Resources Inc39,729$1.88M0.00%
Cornercap Investment Counsel Inc38,259$1.81M0.21%
Maven Securities LTD37,700$1.78M0.20%
ExodusPoint Capital Management, LP36,733$1.74M0.03%
USS Investment Management Ltd35,016$1.66M0.01%
Strategic Global Advisors, LLC33,373$1.58M0.23%
Verition Fund Management LLC31,823$1.50M0.02%
Laurion Capital Management LP26,781$1.27M0.02%
Elevated Capital Advisors, LLC21,943$1.04M0.36%
Natixis Advisors, L.P.21,246$1.00M0.00%
Chapman Investment Management, LLC20,200$955.0K0.50%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,366$774.0K0.00%
Dynamic Technology Lab Private Ltd16,225$767.0K0.09%
Swedbank AB15,784$746.3K0.00%
Paloma Partners Management Co15,783$746.0K0.03%
Ci Investments Inc.15,584$737.0K0.00%
Ameritas Investment Partners, Inc.15,500$732.0K0.03%
Guinness Asset Management LTD15,100$714.0K0.03%
New York State Teachers Retirement System13,800$652.0K0.00%
Qtron Investments LLC13,763$651.0K0.18%
Insight Advisors, LLC10,246$604.0K0.18%
Illinois Municipal Retirement Fund12,701$601.0K0.02%
U S Global Investors Inc12,000$567.0K0.02%
Twinbeech Capital LP10,703$506.0K0.04%
Fort Point Capital Partners LLC9,130$432.0K0.07%
Magnetar Financial LLC8,772$415.0K0.00%
Wolverine Trading, LLC8,331$395.0K0.01%
Thoroughbred Financial Services, LLC7,841$370.0K0.09%
Csenge Advisory Group7,288$349.0K0.03%
DuPont Capital Management Corp7,244$342.0K0.01%
Dakota Wealth Management7,000$331.0K0.04%
Mercer Global Advisors Inc6,364$301.0K0.00%
Integrated Wealth Concepts LLC6,333$299.0K0.01%
Engineers Gate Manager LP6,147$291.0K0.02%
Jaffetilchin Investment Partners, LLC5,062$239.0K0.03%
Walleye Capital LLC4,978$235.0K0.01%
Magnus Financial Group LLC4,898$232.0K0.05%
U.S. Capital Wealth Advisors, LLC4,916$232.0K0.01%
Meristem Family Wealth, LLC4,722$223.0K0.02%
Cutler Group LP4,567$215.0K0.02%
Apollon Wealth Management, LLC4,308$204.0K0.03%
Pictet & Cie (Europe) SA4,250$201.0K0.01%
Vontobel Holding Ltd.4,249$200.0K0.00%
Ibex Wealth Advisors4,211$199.0K0.04%
Arlington Partners LLC3,497$165.0K0.05%
Loomis Sayles & Co L P3,068$145.0K0.00%
Tower View Investment Management & Research LLC2,000$95.0K0.05%
Herold Advisors, Inc.1,000$47.0K0.02%
Twin Tree Management, LP876$41.0K0.00%
CenterStar Asset Management, LLC–$33.0K0.03%
Achmea Investment Management B.V.459$22.0K0.00%
Altshuler Shaham Ltd159$8.00K0.00%
Ellevest, Inc.104$5.00K0.00%
Guidance Point Advisors, LLC100$4.00K0.00%
Dark Forest Capital Management LP60$3.00K0.00%
Cribstone Capital Management, LLC35$2.00K0.00%
First Horizon Advisors, Inc.23$1.00K0.00%
Quadrant Capital Group LLC5$00.00%

Sold out (30)

Institutions that held Carlyle Group Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (5)

Institutions that held Carlyle Group Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd69,043$3.21M
Cipher Capital LP23,671$1.10M
San Francisco Sentry Investment Group (Ca)12,465$579.0K
Castleview Partners, LLC2,000$93.0K
CWM, LLC1,000$46.0K