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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 7,176 | $339.0K | 0.02% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 7,218 | $339.0K | 0.07% | +2,675+58.9% | Added |
| Federation des caisses Desjardins du Quebec | 7,185 | $339.4K | 0.00% | +2,110+41.6% | Added |
| Principle Wealth Partners LLC | 7,200 | $340.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,244 | $342.0K | 0.01% | +7,244 | New |
| Csenge Advisory Group | 7,288 | $349.0K | 0.03% | +7,288 | New |
| Sterneck Capital Management, LLC | 7,500 | $355.0K | 0.23% | −207−2.7% | Reduced |
| Kovack Advisors, Inc. | 7,522 | $356.0K | 0.04% | +68+0.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,660 | $362.0K | 0.05% | +3,310+76.1% | Added |
| Thoroughbred Financial Services, LLC | 7,841 | $370.0K | 0.09% | +7,841 | New |
| Hennion & Walsh Asset Management, Inc. | 8,250 | $390.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 8,255 | $390.0K | 0.00% | +2,375+40.4% | Added |
| Wolverine Trading, LLC | 8,331 | $395.0K | 0.01% | +8,331 | New |
| Boston Private Wealth LLC | 8,386 | $396.0K | 0.01% | +32+0.4% | Added |
| Standard Life Aberdeen plc | 8,493 | $402.0K | 0.00% | +217+2.6% | Added |
| Gyon Technologies Capital Management, LP | 8,738 | $413.0K | 0.11% | +3,244+59.0% | Added |
| Magnetar Financial LLC | 8,772 | $415.0K | 0.00% | +8,772 | New |
| Fort Point Capital Partners LLC | 9,130 | $432.0K | 0.07% | +9,130 | New |
| USA Financial Portformulas Corp | 9,347 | $442.0K | 0.39% | +6,829+271.2% | Added |
| E&G Advisors, LP | 9,400 | $444.0K | 0.12% | +9,400 | Added |
| Nordea Investment Management AB | 9,299 | $447.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10,000 | $449.0K | 0.08% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,000 | $450.0K | 0.05% | +300+3.9% | Added |
| Raymond James Trust N.A. | 9,530 | $451.0K | 0.02% | −457−4.6% | Reduced |
| Regentatlantic Capital LLC | 9,782 | $462.0K | 0.01% | −1,275−11.5% | Reduced |
| Elo Mutual Pension Insurance Co | 10,194 | $482.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 10,356 | $490.0K | 0.11% | +358+3.6% | Added |
| Rathbone Brothers plc | 10,430 | $493.0K | 0.01% | +4,000+62.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $498.0K | 0.01% | −48−0.5% | Reduced |
| M&T Bank Corp | 10,536 | $498.0K | 0.00% | +163+1.6% | Added |
| Twinbeech Capital LP | 10,703 | $506.0K | 0.04% | +10,703 | New |
| AE Wealth Management LLC | 11,061 | $523.0K | 0.00% | −1,188−9.7% | Reduced |
| DekaBank Deutsche Girozentrale | 11,274 | $525.0K | 0.00% | +281+2.6% | Added |
| Weik Capital Management | 11,150 | $527.0K | 0.22% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,733 | $555.0K | 0.02% | +2,757+30.7% | Added |
| ProShare Advisors LLC | 11,885 | $562.0K | 0.00% | +1,903+19.1% | Added |
| FinTrust Capital Advisors, LLC | 12,000 | $567.0K | 0.15% | +9,000+300.0% | Added |
| U S Global Investors Inc | 12,000 | $567.0K | 0.02% | +12,000 | New |
| Ossiam | 12,076 | $571.0K | 0.02% | −1,703−12.4% | Reduced |
| Maryland State Retirement & Pension System | 12,365 | $594.0K | 0.02% | +957+8.4% | Added |
| Principal Financial Group Inc | 12,664 | $599.0K | 0.00% | −481−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 12,701 | $601.0K | 0.02% | +12,701 | New |
| Insight Advisors, LLC | 10,246 | $604.0K | 0.18% | +10,246 | New |
| Prudential Financial Inc | 12,886 | $609.0K | 0.00% | −35,175−73.2% | Reduced |
| McGowan Group Asset Management, Inc. | 12,925 | $611.0K | 0.10% | +492+4.0% | Added |
| Arete Wealth Advisors, LLC | 12,958 | $613.0K | 0.07% | −891−6.4% | Reduced |
| Tranquility Partners, LLC | 13,517 | $639.0K | 0.32% | +1,751+14.9% | Added |
| Qtron Investments LLC | 13,763 | $651.0K | 0.18% | +13,763 | New |
| New York State Teachers Retirement System | 13,800 | $652.0K | 0.00% | +13,800 | New |
| Westpac Banking Corp | 13,824 | $653.6K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,317 | $677.0K | 0.00% | +1,164+8.8% | Added |
| KBC Group NV | 14,339 | $678.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,565 | $689.0K | 0.00% | +583+4.2% | Added |
| Colony Group LLC | 14,787 | $699.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,815 | $700.0K | 0.01% | +12+0.1% | Added |
| Guinness Asset Management LTD | 15,100 | $714.0K | 0.03% | +15,100 | New |
| Equitable Holdings, Inc. | 15,120 | $715.0K | 0.01% | −3,940−20.7% | Reduced |
| TD Asset Management Inc | 15,387 | $727.0K | 0.00% | +100+0.7% | Added |
| Ameritas Investment Partners, Inc. | 15,500 | $732.0K | 0.03% | +15,500 | New |
| Ci Investments Inc. | 15,584 | $737.0K | 0.00% | +15,584 | New |
| Paloma Partners Management Co | 15,783 | $746.0K | 0.03% | +15,783 | New |
| Swedbank AB | 15,784 | $746.3K | 0.00% | +15,784 | New |
| Stelac Advisory Services LLC | 15,797 | $747.0K | 0.20% | −28,173−64.1% | Reduced |
| Baldwin Brothers Inc | 15,900 | $752.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 16,225 | $767.0K | 0.09% | +16,225 | New |
| Carret Asset Management, LLC | 16,300 | $771.0K | 0.09% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,366 | $774.0K | 0.00% | +16,366 | New |
| Kestra Private Wealth Services, LLC | 16,616 | $786.0K | 0.04% | +25+0.2% | Added |
| Storebrand Asset Management AS | 16,646 | $787.0K | 0.00% | +2,368+16.6% | Added |
| AdvisorNet Financial, Inc | 17,139 | $810.0K | 0.06% | −276−1.6% | Reduced |
| North Star Investment Management Corp. | 17,500 | $827.0K | 0.07% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 17,593 | $832.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 18,200 | $860.0K | 0.17% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 18,323 | $866.0K | 0.01% | +445+2.5% | Added |
| Garrison Bradford & Associates Inc | 18,328 | $867.0K | 0.88% | 00.0% | Unchanged |
| Seeyond | 18,385 | $869.0K | 0.08% | −187−1.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 18,698 | $884.0K | 0.22% | +1,390+8.0% | Added |
| Blair William & Co | 19,443 | $919.0K | 0.00% | +12,125+165.7% | Added |
| HighTower Advisors, LLC | 19,991 | $948.0K | 0.00% | +676+3.5% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $950.0K | 0.00% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 20,200 | $955.0K | 0.50% | +20,200 | New |
| Natixis Advisors, L.P. | 21,246 | $1.00M | 0.00% | +21,246 | New |
| Snowden Capital Advisors LLC | 21,319 | $1.01M | 0.05% | +7,506+54.3% | Added |
| Elevated Capital Advisors, LLC | 21,943 | $1.04M | 0.36% | +21,943 | New |
| National Asset Management, Inc. | 22,198 | $1.05M | 0.03% | +654+3.0% | Added |
| Spouting Rock Asset Management, LLC | 22,305 | $1.05M | 0.53% | +5,147+30.0% | Added |
| Bramshill Investments, LLC | 22,479 | $1.06M | 0.09% | 00.0% | Unchanged |
| Toronto Dominion Bank | 22,531 | $1.07M | 0.00% | −313−1.4% | Reduced |
| MD Financial Management Inc. | 22,833 | $1.08M | 0.03% | +3,946+20.9% | Added |
| Gulf International Bank (UK) Ltd | 23,698 | $1.12M | 0.01% | −902−3.7% | Reduced |
| NN Investment Partners Holdings N.V. | 23,900 | $1.13M | 0.01% | −3,200−11.8% | Reduced |
| Guggenheim Capital LLC | 23,890 | $1.13M | 0.01% | −1,125−4.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 24,019 | $1.14M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 24,514 | $1.16M | 0.00% | −404−1.6% | Reduced |
| Unigestion Holding SA | 24,886 | $1.18M | 0.05% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 25,000 | $1.18M | 0.01% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 25,250 | $1.19M | 0.43% | −73−0.3% | Reduced |
| Jeereddi Investments, LP | 25,746 | $1.22M | 1.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,766 | $1.22M | 0.00% | −112−0.4% | Reduced |
| Fred Alger Management, LLC | 25,846 | $1.22M | 0.00% | −11,875−31.5% | Reduced |