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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

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.

Institutional holdersQ3 2021: 394 institutions
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value heldQ3 2021: $8.09B
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2021.

Institutions holding CG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Truist Financial Corp24,514$1.16M0.00%−404−1.6%Reduced
Wilbanks Smith & Thomas Asset Management LLC24,019$1.14M0.04%00.0%Unchanged
NN Investment Partners Holdings N.V.23,900$1.13M0.01%−3,200−11.8%Reduced
Guggenheim Capital LLC23,890$1.13M0.01%−1,125−4.5%Reduced
Gulf International Bank (UK) Ltd23,698$1.12M0.01%−902−3.7%Reduced
MD Financial Management Inc.22,833$1.08M0.03%+3,946+20.9%Added
Toronto Dominion Bank22,531$1.07M0.00%−313−1.4%Reduced
Bramshill Investments, LLC22,479$1.06M0.09%00.0%Unchanged
Spouting Rock Asset Management, LLC22,305$1.05M0.53%+5,147+30.0%Added
National Asset Management, Inc.22,198$1.05M0.03%+654+3.0%Added
Elevated Capital Advisors, LLC21,943$1.04M0.36%+21,943New
Snowden Capital Advisors LLC21,319$1.01M0.05%+7,506+54.3%Added
Natixis Advisors, L.P.21,246$1.00M0.00%+21,246New
Chapman Investment Management, LLC20,200$955.0K0.50%+20,200New
Public Employees Retirement Association of Colorado20,098$950.0K0.00%00.0%Unchanged
HighTower Advisors, LLC19,991$948.0K0.00%+676+3.5%Added
Blair William & Co19,443$919.0K0.00%+12,125+165.7%Added
Independent Solutions Wealth Management, LLC18,698$884.0K0.22%+1,390+8.0%Added
Seeyond18,385$869.0K0.08%−187−1.0%Reduced
Garrison Bradford & Associates Inc18,328$867.0K0.88%00.0%Unchanged
Nissay Asset Management Corp18,323$866.0K0.01%+445+2.5%Added
Dividend Assets Capital, LLC18,200$860.0K0.17%00.0%Unchanged
IFM Investors Pty Ltd17,593$832.0K0.02%00.0%Unchanged
North Star Investment Management Corp.17,500$827.0K0.07%00.0%Unchanged
AdvisorNet Financial, Inc17,139$810.0K0.06%−276−1.6%Reduced
Storebrand Asset Management AS16,646$787.0K0.00%+2,368+16.6%Added
Kestra Private Wealth Services, LLC16,616$786.0K0.04%+25+0.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,366$774.0K0.00%+16,366New
Carret Asset Management, LLC16,300$771.0K0.09%00.0%Unchanged
Dynamic Technology Lab Private Ltd16,225$767.0K0.09%+16,225New
Baldwin Brothers Inc15,900$752.0K0.08%00.0%Unchanged
Stelac Advisory Services LLC15,797$747.0K0.20%−28,173−64.1%Reduced
Swedbank AB15,784$746.3K0.00%+15,784New
Paloma Partners Management Co15,783$746.0K0.03%+15,783New
Ci Investments Inc.15,584$737.0K0.00%+15,584New
Ameritas Investment Partners, Inc.15,500$732.0K0.03%+15,500New
TD Asset Management Inc15,387$727.0K0.00%+100+0.7%Added
Equitable Holdings, Inc.15,120$715.0K0.01%−3,940−20.7%Reduced
Guinness Asset Management LTD15,100$714.0K0.03%+15,100New
Cresset Asset Management, LLC14,815$700.0K0.01%+12+0.1%Added
Colony Group LLC14,787$699.0K0.01%00.0%Unchanged
SG Americas Securities, LLC14,565$689.0K0.00%+583+4.2%Added
KBC Group NV14,339$678.0K0.00%00.0%Unchanged
CIBC Asset Management Inc14,317$677.0K0.00%+1,164+8.8%Added
Westpac Banking Corp13,824$653.6K0.01%00.0%Unchanged
New York State Teachers Retirement System13,800$652.0K0.00%+13,800New
Qtron Investments LLC13,763$651.0K0.18%+13,763New
Tranquility Partners, LLC13,517$639.0K0.32%+1,751+14.9%Added
Arete Wealth Advisors, LLC12,958$613.0K0.07%−891−6.4%Reduced
McGowan Group Asset Management, Inc.12,925$611.0K0.10%+492+4.0%Added
Prudential Financial Inc12,886$609.0K0.00%−35,175−73.2%Reduced
Insight Advisors, LLC10,246$604.0K0.18%+10,246New
Illinois Municipal Retirement Fund12,701$601.0K0.02%+12,701New
Principal Financial Group Inc12,664$599.0K0.00%−481−3.7%Reduced
Maryland State Retirement & Pension System12,365$594.0K0.02%+957+8.4%Added
Ossiam12,076$571.0K0.02%−1,703−12.4%Reduced
FinTrust Capital Advisors, LLC12,000$567.0K0.15%+9,000+300.0%Added
U S Global Investors Inc12,000$567.0K0.02%+12,000New
ProShare Advisors LLC11,885$562.0K0.00%+1,903+19.1%Added
Gotham Asset Management, LLC11,733$555.0K0.02%+2,757+30.7%Added
Weik Capital Management11,150$527.0K0.22%00.0%Unchanged
DekaBank Deutsche Girozentrale11,274$525.0K0.00%+281+2.6%Added
AE Wealth Management LLC11,061$523.0K0.00%−1,188−9.7%Reduced
Twinbeech Capital LP10,703$506.0K0.04%+10,703New
Sumitomo Mitsui DS Asset Management Company, Ltd10,548$498.0K0.01%−48−0.5%Reduced
M&T Bank Corp10,536$498.0K0.00%+163+1.6%Added
Rathbone Brothers plc10,430$493.0K0.01%+4,000+62.2%Added
Mirador Capital Partners LP10,356$490.0K0.11%+358+3.6%Added
Elo Mutual Pension Insurance Co10,194$482.0K0.02%00.0%Unchanged
Regentatlantic Capital LLC9,782$462.0K0.01%−1,275−11.5%Reduced
Raymond James Trust N.A.9,530$451.0K0.02%−457−4.6%Reduced
Fiduciary Group LLC8,000$450.0K0.05%+300+3.9%Added
Sunbelt Securities, Inc.10,000$449.0K0.08%00.0%Unchanged
Nordea Investment Management AB9,299$447.0K0.00%00.0%Unchanged
E&G Advisors, LP9,400$444.0K0.12%+9,400Added
USA Financial Portformulas Corp9,347$442.0K0.39%+6,829+271.2%Added
Fort Point Capital Partners LLC9,130$432.0K0.07%+9,130New
Magnetar Financial LLC8,772$415.0K0.00%+8,772New
Gyon Technologies Capital Management, LP8,738$413.0K0.11%+3,244+59.0%Added
Standard Life Aberdeen plc8,493$402.0K0.00%+217+2.6%Added
Boston Private Wealth LLC8,386$396.0K0.01%+32+0.4%Added
Wolverine Trading, LLC8,331$395.0K0.01%+8,331New
Hennion & Walsh Asset Management, Inc.8,250$390.0K0.02%00.0%Unchanged
Creative Planning8,255$390.0K0.00%+2,375+40.4%Added
Thoroughbred Financial Services, LLC7,841$370.0K0.09%+7,841New
Asahi Life Asset Management Co., Ltd.7,660$362.0K0.05%+3,310+76.1%Added
Kovack Advisors, Inc.7,522$356.0K0.04%+68+0.9%Added
Sterneck Capital Management, LLC7,500$355.0K0.23%−207−2.7%Reduced
Csenge Advisory Group7,288$349.0K0.03%+7,288New
DuPont Capital Management Corp7,244$342.0K0.01%+7,244New
Principle Wealth Partners LLC7,200$340.0K0.04%00.0%Unchanged
Federation des caisses Desjardins du Quebec7,185$339.4K0.00%+2,110+41.6%Added
Daiwa Securities Group Inc.7,176$339.0K0.00%00.0%Unchanged
Mission Wealth Management, LP7,176$339.0K0.02%00.0%Unchanged
Affinity Wealth Management LLC7,218$339.0K0.07%+2,675+58.9%Added
Keebeck Wealth Management, LLC7,057$334.0K0.07%00.0%Unchanged
Dakota Wealth Management7,000$331.0K0.04%+7,000New
Private Advisor Group, LLC6,973$330.0K0.00%−446−6.0%Reduced
Williams Jones Wealth Management, LLC.6,933$328.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.6,912$327.0K0.00%−887−11.4%Reduced