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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 6,916 | $327.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,810 | $322.0K | 0.03% | −583−7.9% | Reduced |
| Parcion Private Wealth LLC | 6,000 | $309.0K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,500 | $307.0K | 0.10% | +300+4.8% | Added |
| Mercer Global Advisors Inc | 6,364 | $301.0K | 0.00% | +6,364 | New |
| Integrated Wealth Concepts LLC | 6,333 | $299.0K | 0.01% | +6,333 | New |
| Diversified Trust Co | 6,227 | $294.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,147 | $291.0K | 0.02% | +6,147 | New |
| Lincoln National Corp | 6,121 | $289.0K | 0.01% | −1,238−16.8% | Reduced |
| Spirit of America Management Corp | 6,050 | $286.0K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,015 | $284.0K | 0.03% | −200−3.2% | Reduced |
| Cetera Investment Advisers | 5,937 | $281.0K | 0.00% | +1,485+33.4% | Added |
| Moors & Cabot, Inc. | 5,853 | $277.0K | 0.02% | −175−2.9% | Reduced |
| BigSur Wealth Management LLC | 5,822 | $275.0K | 0.12% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,700 | $269.0K | 0.12% | −100−1.7% | Reduced |
| Kestra Advisory Services, LLC | 5,520 | $261.0K | 0.00% | −201−3.5% | Reduced |
| Macquarie Group Ltd | 5,466 | $259.0K | 0.00% | −40,728−88.2% | Reduced |
| JustInvest LLC | 5,466 | $258.0K | 0.02% | −6,764−55.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,200 | $246.0K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,062 | $239.0K | 0.03% | +5,062 | New |
| Guyasuta Investment Advisors Inc | 5,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,978 | $235.0K | 0.01% | +4,978 | New |
| 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 |
| Oliver Luxxe Assets LLC | 4,879 | $231.0K | 0.06% | +415+9.3% | Added |
| Meristem Family Wealth, LLC | 4,722 | $223.0K | 0.02% | +4,722 | New |
| IBM Retirement Fund | 4,616 | $218.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 4,567 | $215.0K | 0.02% | +4,567 | New |
| First Mercantile Trust Co | 4,361 | $206.0K | 0.03% | −298−6.4% | Reduced |
| 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 |
| Pictet & Cie (Europe) SA | 4,250 | $201.0K | 0.01% | +4,250 | New |
| Vontobel Holding Ltd. | 4,249 | $200.0K | 0.00% | +4,249 | New |
| Ibex Wealth Advisors | 4,211 | $199.0K | 0.04% | +4,211 | New |
| Leonteq Securities AG | 4,070 | $192.4K | 0.01% | −287−6.6% | Reduced |
| Arlington Partners LLC | 3,497 | $165.0K | 0.05% | +3,497 | New |
| 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 |
| Wagner Wealth Management, LLC | 2,783 | $156.0K | 0.12% | +132+5.0% | Added |
| Metropolitan Life Insurance Co | 3,227 | $152.6K | 0.00% | −130−3.9% | 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 |
| Proequities, Inc. | 2,957 | $140.0K | 0.01% | −1,269−30.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,823 | $134.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,438 | $115.0K | 0.08% | +12+0.5% | Added |
| 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 |
| 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 |
| Fifth Third Bancorp | 2,185 | $103.0K | 0.00% | −360−14.1% | Reduced |
| 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 |
| Anchor Investment Management, LLC | 2,000 | $94.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,808 | $85.0K | 0.00% | −220−10.8% | Reduced |
| US Bancorp | 1,700 | $80.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 1,374 | $65.0K | 0.00% | +470+52.0% | Added |
| Captrust Financial Advisors | 1,166 | $55.0K | 0.00% | +3+0.3% | Added |
| American Portfolios Advisors | 1,145 | $54.1K | 0.00% | +120+11.7% | Added |
| IFP Advisors, Inc | 1,134 | $54.0K | 0.00% | −45,841−97.6% | Reduced |
| D'Orazio & Associates, Inc. | 1,040 | $49.0K | 0.01% | +6+0.6% | Added |
| Evolution Wealth Advisors, LLC | 1,005 | $48.0K | 0.01% | 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 |
| Zions Bancorporation, N.A. | 906 | $43.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 876 | $41.0K | 0.00% | +876 | New |
| CenterStar Asset Management, LLC | – | $33.0K | 0.03% | – | New |
| Federated Hermes, Inc. | 651 | $31.0K | 0.00% | +650+65,000.0% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 561 | $27.0K | 0.00% | −2,800−83.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 483 | $23.0K | 0.00% | +200+70.7% | Added |
| Achmea Investment Management B.V. | 459 | $22.0K | 0.00% | +459 | New |
| 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 |
| Edmond de Rothschild Holding S.A. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 218 | $10.0K | 0.00% | +1+0.5% | Added |
| Parallel Advisors, LLC | 186 | $9.00K | 0.00% | +3+1.6% | Added |
| Global Retirement Partners, LLC | 179 | $8.00K | 0.00% | +1+0.6% | Added |
| Altshuler Shaham Ltd | 159 | $8.00K | 0.00% | +159 | New |
| American Research & Management Co. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 104 | $5.00K | 0.00% | +104 | New |
| Guidance Point Advisors, LLC | 100 | $4.00K | 0.00% | +100 | 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 |
| Cribstone Capital Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| First Horizon Advisors, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | +5 | New |
| 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 |