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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,785−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,902−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,469−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,784−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | 0 | $0 | 0.00% | −4,736−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −4,433−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |