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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Cribstone Capital Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Berman Capital Advisors, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 59 | $3.00K | 0.00% | +44+293.3% | Added |
| Dark Forest Capital Management LP | 60 | $3.00K | 0.00% | +60 | New |
| Guidance Point Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 104 | $5.00K | 0.00% | +104 | New |
| American Research & Management Co. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 179 | $8.00K | 0.00% | +1+0.6% | Added |
| Altshuler Shaham Ltd | 159 | $8.00K | 0.00% | +159 | New |
| Parallel Advisors, LLC | 186 | $9.00K | 0.00% | +3+1.6% | Added |
| Lindbrook Capital, LLC | 218 | $10.0K | 0.00% | +1+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 459 | $22.0K | 0.00% | +459 | New |
| Benjamin F. Edwards & Company, Inc. | 483 | $23.0K | 0.00% | +200+70.7% | Added |
| Tower Research Capital LLC (TRC) | 561 | $27.0K | 0.00% | −2,800−83.3% | Reduced |
| Geneos Wealth Management Inc. | 612 | $29.0K | 0.00% | +3+0.5% | Added |
| Hexagon Capital Partners LLC | 606 | $29.0K | 0.01% | +35+6.1% | Added |
| Federated Hermes, Inc. | 651 | $31.0K | 0.00% | +650+65,000.0% | Added |
| CenterStar Asset Management, LLC | – | $33.0K | 0.03% | – | New |
| Twin Tree Management, LP | 876 | $41.0K | 0.00% | +876 | New |
| Zions Bancorporation, N.A. | 906 | $43.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,000 | $47.0K | 0.02% | +1,000 | New |
| Evolution Wealth Advisors, LLC | 1,005 | $48.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,040 | $49.0K | 0.01% | +6+0.6% | Added |
| IFP Advisors, Inc | 1,134 | $54.0K | 0.00% | −45,841−97.6% | Reduced |
| American Portfolios Advisors | 1,145 | $54.1K | 0.00% | +120+11.7% | Added |
| Captrust Financial Advisors | 1,166 | $55.0K | 0.00% | +3+0.3% | Added |
| Harbour Investments, Inc. | 1,374 | $65.0K | 0.00% | +470+52.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $71.0K | 0.00% | −2,100−58.3% | Reduced |
| Crescent Capital Consulting, LLC | 1,500 | $71.0K | 0.01% | +500+50.0% | Added |
| US Bancorp | 1,700 | $80.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,808 | $85.0K | 0.00% | −220−10.8% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $94.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $95.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $95.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,000 | $95.0K | 0.05% | +2,000 | New |
| Fifth Third Bancorp | 2,185 | $103.0K | 0.00% | −360−14.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,315 | $109.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,300 | $109.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,360 | $112.0K | 0.00% | −314−11.7% | Reduced |
| Focused Wealth Management, Inc | 2,366 | $112.0K | 0.02% | +5+0.2% | Added |
| Cordasco Financial Network | 2,438 | $115.0K | 0.08% | +12+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,823 | $134.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,957 | $140.0K | 0.01% | −1,269−30.0% | Reduced |
| Spire Wealth Management | 3,061 | $145.0K | 0.00% | −894−22.6% | Reduced |
| Loomis Sayles & Co L P | 3,068 | $145.0K | 0.00% | +3,068 | New |
| Metropolitan Life Insurance Co | 3,227 | $152.6K | 0.00% | −130−3.9% | Reduced |
| Wagner Wealth Management, LLC | 2,783 | $156.0K | 0.12% | +132+5.0% | Added |
| Sandy Spring Bank | 3,388 | $160.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,400 | $160.0K | 0.00% | +700+25.9% | Added |
| Arlington Partners LLC | 3,497 | $165.0K | 0.05% | +3,497 | New |
| Leonteq Securities AG | 4,070 | $192.4K | 0.01% | −287−6.6% | Reduced |
| Ibex Wealth Advisors | 4,211 | $199.0K | 0.04% | +4,211 | New |
| Vontobel Holding Ltd. | 4,249 | $200.0K | 0.00% | +4,249 | New |
| Pictet & Cie (Europe) SA | 4,250 | $201.0K | 0.01% | +4,250 | New |
| Winton Group Ltd | 4,319 | $204.0K | 0.01% | −6,038−58.3% | Reduced |
| Apollon Wealth Management, LLC | 4,308 | $204.0K | 0.03% | +4,308 | New |
| First Mercantile Trust Co | 4,361 | $206.0K | 0.03% | −298−6.4% | Reduced |
| Cutler Group LP | 4,567 | $215.0K | 0.02% | +4,567 | New |
| IBM Retirement Fund | 4,616 | $218.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,722 | $223.0K | 0.02% | +4,722 | New |
| Oliver Luxxe Assets LLC | 4,879 | $231.0K | 0.06% | +415+9.3% | Added |
| Matrix Private Capital Group LLC | 4,900 | $232.0K | 0.12% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,898 | $232.0K | 0.05% | +4,898 | New |
| U.S. Capital Wealth Advisors, LLC | 4,916 | $232.0K | 0.01% | +4,916 | New |
| Walleye Capital LLC | 4,978 | $235.0K | 0.01% | +4,978 | New |
| Guyasuta Investment Advisors Inc | 5,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,062 | $239.0K | 0.03% | +5,062 | New |
| Harbor Investment Advisory, LLC | 5,200 | $246.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 5,466 | $258.0K | 0.02% | −6,764−55.3% | Reduced |
| Macquarie Group Ltd | 5,466 | $259.0K | 0.00% | −40,728−88.2% | Reduced |
| Kestra Advisory Services, LLC | 5,520 | $261.0K | 0.00% | −201−3.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,700 | $269.0K | 0.12% | −100−1.7% | Reduced |
| BigSur Wealth Management LLC | 5,822 | $275.0K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,853 | $277.0K | 0.02% | −175−2.9% | Reduced |
| Cetera Investment Advisers | 5,937 | $281.0K | 0.00% | +1,485+33.4% | Added |
| Visionary Wealth Advisors | 6,015 | $284.0K | 0.03% | −200−3.2% | Reduced |
| Spirit of America Management Corp | 6,050 | $286.0K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 6,121 | $289.0K | 0.01% | −1,238−16.8% | Reduced |
| Engineers Gate Manager LP | 6,147 | $291.0K | 0.02% | +6,147 | New |
| Diversified Trust Co | 6,227 | $294.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,333 | $299.0K | 0.01% | +6,333 | New |
| Mercer Global Advisors Inc | 6,364 | $301.0K | 0.00% | +6,364 | New |
| Fort Sheridan Advisors LLC | 6,500 | $307.0K | 0.10% | +300+4.8% | Added |
| Parcion Private Wealth LLC | 6,000 | $309.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,810 | $322.0K | 0.03% | −583−7.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,912 | $327.0K | 0.00% | −887−11.4% | Reduced |
| Manufacturers Life Insurance Company, The | 6,916 | $327.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,933 | $328.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,973 | $330.0K | 0.00% | −446−6.0% | Reduced |
| Dakota Wealth Management | 7,000 | $331.0K | 0.04% | +7,000 | New |
| Keebeck Wealth Management, LLC | 7,057 | $334.0K | 0.07% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,176 | $339.0K | 0.00% | 00.0% | Unchanged |