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 |
|---|---|---|---|---|---|
| Citigroup Inc | 138,216 | $6.53M | 0.01% | −13,392−8.8% | Reduced |
| Full18 Capital LLC | 140,823 | $6.66M | 2.68% | +140,823 | New |
| Janus Henderson Group PLC | 142,355 | $6.73M | 0.00% | −185,125−56.5% | Reduced |
| Alliancebernstein L.P. | 143,158 | $6.77M | 0.00% | +56,150+64.5% | Added |
| Rhumbline Advisers | 147,781 | $6.99M | 0.01% | −10,658−6.7% | Reduced |
| American National Insurance Co | 149,575 | $7.07M | 0.27% | −160−0.1% | Reduced |
| Equitable Trust Co | 154,970 | $7.33M | 0.47% | −1,811−1.2% | Reduced |
| Spectrum Management Group, LLC | 160,883 | $7.61M | 1.20% | +77,210+92.3% | Added |
| Allianz Asset Management GmbH | 169,240 | $8.00M | 0.01% | +163,410+2,802.9% | Added |
| New York State Common Retirement Fund | 171,565 | $8.11M | 0.01% | +17,065+11.0% | Added |
| Royal Bank of Canada | 174,190 | $8.24M | 0.00% | +20,023+13.0% | Added |
| Moody National Bank Trust Division | 174,980 | $8.27M | 0.12% | −233−0.1% | Reduced |
| Raymond James & Associates | 177,759 | $8.40M | 0.01% | +24,667+16.1% | Added |
| Nomura Holdings Inc | 197,076 | $9.43M | 0.07% | −498,724−71.7% | Reduced |
| Voloridge Investment Management, LLC | 199,678 | $9.44M | 0.06% | −67,503−25.3% | Reduced |
| ING Groep NV | 200,000 | $9.46M | 0.12% | +200,000 | New |
| Frontier Capital Management Co LLC | 215,164 | $10.2M | 0.08% | −5,805−2.6% | Reduced |
| Victory Capital Management Inc | 225,332 | $10.7M | 0.01% | −283,052−55.7% | Reduced |
| LPL Financial LLC | 226,683 | $10.7M | 0.01% | +154,994+216.2% | Added |
| Epoch Investment Partners, Inc. | 228,085 | $10.8M | 0.06% | +228,085 | New |
| Bank of Montreal | 239,899 | $11.4M | 0.01% | +126,600+111.7% | Added |
| Eaton Vance Management | 253,160 | $12.0M | 0.02% | +106,451+72.6% | Added |
| 1832 Asset Management L.P. | 252,800 | $12.1M | 0.02% | +62,800+33.1% | Added |
| Cubist Systematic Strategies, LLC | 262,464 | $12.4M | 0.16% | +115,018+78.0% | Added |
| DnB Asset Management AS | 270,239 | $12.8M | 0.08% | +127,363+89.1% | Added |
| California State Teachers Retirement System | 282,775 | $13.4M | 0.02% | −5,917−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 292,301 | $13.8M | 0.05% | +198,582+211.9% | Added |
| Man Group plc | 298,412 | $14.1M | 0.05% | +137,867+85.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 305,128 | $14.4M | 0.08% | +305,128 | New |
| Sargent Investment Group, LLC | 311,765 | $14.7M | 3.58% | −990−0.3% | Reduced |
| Oppenheimer & Co Inc | 324,462 | $15.3M | 0.29% | −11,868−3.5% | Reduced |
| JPMorgan Chase & Co | 336,177 | $15.9M | 0.00% | +65,605+24.2% | Added |
| Hudson Bay Capital Management LP | 340,000 | $16.1M | 0.23% | +340,000 | New |
| California Public Employees Retirement System | 366,153 | $17.3M | 0.01% | +13,516+3.8% | Added |
| Partners Group Holding AG | 387,805 | $18.3M | 1.28% | −212,032−35.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 396,916 | $18.8M | 0.10% | +194,400+96.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 402,871 | $19.0M | 0.01% | −118,229−22.7% | Reduced |
| Teacher Retirement System of Texas | 429,883 | $20.3M | 0.11% | +373,537+662.9% | Added |
| Invesco Ltd. | 473,411 | $22.4M | 0.01% | +155,307+48.8% | Added |
| Bank of New York Mellon Corp | 490,588 | $23.2M | 0.00% | +19,800+4.2% | Added |
| SeaTown Holdings Pte. Ltd. | 500,000 | $23.6M | 1.05% | +500,000 | New |
| D. E. Shaw & Co., Inc. | 508,796 | $24.1M | 0.03% | +136,049+36.5% | Added |
| UBS Group AG | 529,854 | $25.1M | 0.01% | −62,452−10.5% | Reduced |
| Clark Capital Management Group, Inc. | 542,734 | $25.7M | 0.35% | +542,734 | New |
| Credit Suisse AG | 567,543 | $26.8M | 0.02% | −101,268−15.1% | Reduced |
| First Trust Advisors LP | 581,338 | $27.5M | 0.03% | +378,388+186.4% | Added |
| Wellington Management Group LLP | 588,665 | $27.8M | 0.00% | +588,665 | New |
| Prana Capital Management, LP | 593,049 | $28.0M | 2.47% | +310,684+110.0% | Added |
| Gillson Capital LP | 635,346 | $30.0M | 2.20% | +365,081+135.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 667,298 | $31.6M | 0.08% | −229,416−25.6% | Reduced |
| Nuveen Asset Management, LLC | 683,388 | $32.3M | 0.01% | +92,212+15.6% | Added |
| Two Sigma Investments, LP | 696,282 | $32.9M | 0.09% | +690,636+12,232.3% | Added |
| Renaissance Technologies LLC | 739,300 | $35.0M | 0.05% | +612,800+484.4% | Added |
| Charles Schwab Investment Management Inc | 763,455 | $36.1M | 0.01% | +151,558+24.8% | Added |
| STRS Ohio | 816,358 | $38.6M | 0.15% | +363,760+80.4% | Added |
| Neuberger Berman Group LLC | 842,865 | $39.5M | 0.03% | +444,277+111.5% | Added |
| Natixis | 856,248 | $40.5M | 0.14% | −100,182−10.5% | Reduced |
| Point72 Asset Management, L.P. | 886,800 | $41.9M | 0.20% | +886,800 | New |
| UBS Asset Management Americas Inc | 891,909 | $42.2M | 0.02% | +431,868+93.9% | Added |
| LGT Capital Partners Ltd. | 920,000 | $43.5M | 1.31% | +135,000+17.2% | Added |
| Wells Fargo & Company | 954,189 | $45.1M | 0.01% | +565,509+145.5% | Added |
| Ghisallo Capital Management LLC | 1,000,000 | $47.3M | 1.80% | +1,000,000 | New |
| Moore Capital Management, LP | 1,013,996 | $47.9M | 0.97% | +437,049+75.8% | Added |
| Goldman Sachs Group Inc | 1,025,051 | $48.5M | 0.01% | +335,584+48.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,107,100 | $52.3M | 0.60% | +517,400+87.7% | Added |
| Brown Advisory Inc | 1,113,121 | $52.6M | 0.08% | −37,461−3.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,235,000 | $58.4M | 0.74% | +11,000+0.9% | Added |
| Balyasny Asset Management LLC | 1,243,743 | $58.8M | 0.28% | +1,243,743 | New |
| Deutsche Bank AG | 1,258,890 | $59.5M | 0.03% | −259,266−17.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,267,106 | $59.9M | 0.08% | +956,140+307.5% | Added |
| Citadel Advisors LLC | 1,294,809 | $61.2M | 0.07% | +1,193,563+1,178.9% | Added |
| Capital Research Global Investors | 1,366,000 | $64.6M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,366,474 | $64.6M | 0.32% | +1,230,737+906.7% | Added |
| Northern Trust Corp | 1,531,996 | $72.4M | 0.01% | +123,425+8.8% | Added |
| Bank of Nova Scotia | 1,571,418 | $74.3M | 0.14% | +686,650+77.6% | Added |
| First Republic Investment Management, Inc. | 1,680,376 | $79.4M | 0.19% | +56,795+3.5% | Added |
| Marshall Wace North America L.P. | 1,683,698 | $79.6M | 0.34% | +1,133,584+206.1% | Added |
| Bank of America Corp | 1,703,105 | $80.5M | 0.01% | +150,236+9.7% | Added |
| Jane Street Group, LLC | 1,819,219 | $86.0M | 0.22% | +1,810,290+20,274.3% | Added |
| FMR LLC | 1,917,882 | $90.7M | 0.01% | +1,358,416+242.8% | Added |
| Bessemer Group Inc | 2,027,000 | $95.8M | 0.20% | +1,550+0.1% | Added |
| Norges Bank | 2,273,326 | $107.5M | 0.02% | +382,015+20.2% | Added |
| Geode Capital Management, LLC | 2,308,486 | $109.0M | 0.01% | +453,470+24.4% | Added |
| Bamco Inc | 2,457,560 | $116.2M | 0.26% | −2360.0% | Reduced |
| Legal & General Group Plc | 2,753,608 | $130.2M | 0.04% | −132,772−4.6% | Reduced |
| State Street Corp | 3,563,728 | $168.5M | 0.01% | +290,950+8.9% | Added |
| Millennium Management LLC | 3,782,468 | $178.8M | 0.24% | +3,665,164+3,124.5% | Added |
| Samlyn Capital, LLC | 4,846,857 | $229.2M | 3.36% | +2,540,276+110.1% | Added |
| Alkeon Capital Management LLC | 7,682,985 | $363.3M | 1.23% | +1,778,637+30.1% | Added |
| BlackRock Inc. | 7,994,579 | $378.0M | 0.01% | +229,873+3.0% | Added |
| Morgan Stanley | 17,047,259 | $806.0M | 0.11% | +1,019,096+6.4% | Added |
| Vulcan Value Partners, LLC | 17,162,398 | $811.4M | 4.36% | −958,393−5.3% | Reduced |
| Vanguard Group Inc | 18,319,454 | $866.1M | 0.02% | +1,642,966+9.9% | Added |
| Capital World Investors | 19,318,159 | $913.4M | 0.16% | +601,110+3.2% | Added |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −2,827,121−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −29,672−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −17,838−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |