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, Q4 2021
Institutional positions in Carlyle Group Inc. as of Dec 31, 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
- 461
- +72 vs. Q3 2021
- Shares held
- 178.5M
- +9.07M (+5.4%) vs. Q3 2021
- Total value
- $9.80B
- +$1.79B (+22.4%) vs. Q3 2021
- New holders
- 103
- 159 more added
- Sold out
- 31
- 128 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 19,315,259 | $1.06B | 0.17% | −2,9000.0% | Reduced |
| Vanguard Group Inc | 18,920,948 | $1.04B | 0.02% | +601,494+3.3% | Added |
| Morgan Stanley | 18,221,478 | $1.00B | 0.12% | +1,174,219+6.9% | Added |
| Vulcan Value Partners, LLC | 16,609,123 | $911.8M | 4.66% | −553,275−3.2% | Reduced |
| BlackRock Inc. | 14,236,611 | $781.6M | 0.02% | +6,242,032+78.1% | Added |
| Alkeon Capital Management LLC | 8,783,685 | $482.2M | 1.65% | +1,100,700+14.3% | Added |
| State Street Corp | 3,992,265 | $219.2M | 0.01% | +428,537+12.0% | Added |
| Millennium Management LLC | 3,577,351 | $196.4M | 0.22% | −205,117−5.4% | Reduced |
| Samlyn Capital, LLC | 3,070,732 | $168.6M | 2.58% | −1,776,125−36.6% | Reduced |
| Deutsche Bank AG | 3,021,333 | $165.9M | 0.07% | +1,762,443+140.0% | Added |
| Assenagon Asset Management S.A. | 2,954,291 | $162.2M | 0.60% | +2,852,342+2,797.8% | Added |
| Legal & General Group Plc | 2,605,998 | $143.1M | 0.04% | −147,610−5.4% | Reduced |
| Bamco Inc | 2,450,292 | $134.5M | 0.29% | −7,268−0.3% | Reduced |
| Geode Capital Management, LLC | 2,206,418 | $121.0M | 0.01% | −102,068−4.4% | Reduced |
| FMR LLC | 2,139,624 | $117.5M | 0.01% | +221,742+11.6% | Added |
| Bessemer Group Inc | 2,027,000 | $111.3M | 0.22% | 00.0% | Unchanged |
| Bank of America Corp | 2,001,252 | $109.9M | 0.01% | +298,147+17.5% | Added |
| Citadel Advisors LLC | 1,713,128 | $94.1M | 0.10% | +418,319+32.3% | Added |
| First Republic Investment Management, Inc. | 1,701,008 | $93.4M | 0.20% | +20,632+1.2% | Added |
| Norges Bank | 1,580,206 | $86.8M | 0.02% | −693,120−30.5% | Reduced |
| Northern Trust Corp | 1,420,334 | $78.0M | 0.01% | −111,662−7.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,237,000 | $67.9M | 0.78% | +2,000+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,186,760 | $65.2M | 0.08% | −80,346−6.3% | Reduced |
| Goldman Sachs Group Inc | 1,185,348 | $65.1M | 0.02% | +160,297+15.6% | Added |
| Point72 Asset Management, L.P. | 1,141,800 | $62.7M | 0.28% | +255,000+28.8% | Added |
| Brown Advisory Inc | 1,058,121 | $58.1M | 0.07% | −55,000−4.9% | Reduced |
| Neuberger Berman Group LLC | 1,056,522 | $57.1M | 0.04% | +213,657+25.3% | Added |
| Clark Capital Management Group, Inc. | 929,288 | $51.0M | 0.63% | +386,554+71.2% | Added |
| Schonfeld Strategic Advisors LLC | 922,400 | $50.6M | 0.49% | −184,700−16.7% | Reduced |
| Two Sigma Investments, LP | 920,622 | $50.5M | 0.12% | +224,340+32.2% | Added |
| First Trust Advisors LP | 899,488 | $49.4M | 0.05% | +318,150+54.7% | Added |
| Marshall Wace, LLP | 890,084 | $48.9M | 0.10% | −476,390−34.9% | Reduced |
| LGT Capital Partners Ltd. | 860,000 | $47.2M | 1.26% | −60,000−6.5% | Reduced |
| Renaissance Technologies LLC | 856,899 | $47.0M | 0.06% | +117,599+15.9% | Added |
| Charles Schwab Investment Management Inc | 814,962 | $44.7M | 0.01% | +51,507+6.7% | Added |
| STRS Ohio | 814,713 | $44.7M | 0.16% | −1,645−0.2% | Reduced |
| Moore Capital Management, LP | 753,997 | $41.4M | 1.05% | −259,999−25.6% | Reduced |
| Nuveen Asset Management, LLC | 746,790 | $41.0M | 0.01% | +63,402+9.3% | Added |
| Snowhook Capital Management LP | 745,596 | $40.9M | 9.15% | +745,596 | New |
| American Century Companies Inc | 722,307 | $39.7M | 0.03% | +655,192+976.2% | Added |
| Eaton Vance Management | 710,533 | $39.0M | 0.05% | +457,373+180.7% | Added |
| Credit Suisse AG | 698,935 | $38.4M | 0.03% | +131,392+23.2% | Added |
| Gillson Capital LP | 664,358 | $36.5M | 2.38% | +29,012+4.6% | Added |
| D. E. Shaw & Co., Inc. | 570,157 | $31.3M | 0.04% | +61,361+12.1% | Added |
| Bank of New York Mellon Corp | 566,740 | $31.1M | 0.01% | +76,152+15.5% | Added |
| Wellington Management Group LLP | 549,354 | $30.2M | 0.00% | −39,311−6.7% | Reduced |
| UBS Group AG | 535,591 | $29.4M | 0.01% | +5,737+1.1% | Added |
| Two Sigma Advisers, LP | 525,800 | $28.9M | 0.07% | +464,000+750.8% | Added |
| Royal Bank of Canada | 519,617 | $28.5M | 0.01% | +345,427+198.3% | Added |
| Allianz Asset Management GmbH | 504,896 | $27.7M | 0.02% | +335,656+198.3% | Added |
| Invesco Ltd. | 502,466 | $27.6M | 0.01% | +29,055+6.1% | Added |
| UBS Asset Management Americas Inc | 493,053 | $27.1M | 0.01% | −398,856−44.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 485,215 | $26.6M | 0.03% | +485,215 | New |
| Skandinaviska Enskilda Banken AB (publ) | 445,450 | $24.2M | 0.12% | +48,534+12.2% | Added |
| Prana Capital Management, LP | 429,942 | $23.6M | 1.86% | −163,107−27.5% | Reduced |
| Wells Fargo & Company | 409,731 | $22.5M | 0.01% | −544,458−57.1% | Reduced |
| Teacher Retirement System of Texas | 396,876 | $21.8M | 0.10% | −33,007−7.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 394,343 | $21.6M | 0.01% | −8,528−2.1% | Reduced |
| Partners Group Holding AG | 387,805 | $21.3M | 1.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 358,932 | $19.7M | 0.01% | −7,221−2.0% | Reduced |
| JPMorgan Chase & Co | 345,946 | $19.0M | 0.00% | +9,769+2.9% | Added |
| Qube Research & Technologies Ltd | 338,541 | $18.6M | 0.14% | +338,541 | New |
| National Bank of Canada | 333,828 | $18.3M | 0.08% | +333,828 | New |
| Oppenheimer & Co Inc | 320,152 | $17.6M | 0.31% | −4,310−1.3% | Reduced |
| Susquehanna International Group, LLP | 306,209 | $16.8M | 0.03% | +247,253+419.4% | Added |
| SeaTown Holdings Pte. Ltd. | 305,000 | $16.7M | 0.91% | −195,000−39.0% | Reduced |
| Sargent Investment Group, LLC | 302,800 | $16.6M | 3.79% | −8,965−2.9% | Reduced |
| Bank of Nova Scotia | 297,801 | $16.4M | 0.02% | −1,273,617−81.0% | Reduced |
| Janus Henderson Group PLC | 296,884 | $16.3M | 0.01% | +154,529+108.6% | Added |
| California State Teachers Retirement System | 290,018 | $15.9M | 0.02% | +7,243+2.6% | Added |
| Bank of Montreal | 290,043 | $15.9M | 0.01% | +50,144+20.9% | Added |
| Man Group plc | 284,486 | $15.6M | 0.05% | −13,926−4.7% | Reduced |
| LPL Financial LLC | 273,589 | $15.0M | 0.01% | +46,906+20.7% | Added |
| Nomura Holdings Inc | 267,797 | $14.7M | 0.08% | +70,721+35.9% | Added |
| DnB Asset Management AS | 261,078 | $14.3M | 0.08% | −9,161−3.4% | Reduced |
| 1832 Asset Management L.P. | 252,800 | $13.9M | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 249,702 | $13.7M | 0.03% | +249,051+38,256.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 231,250 | $12.7M | 0.06% | −73,878−24.2% | Reduced |
| Hudson Bay Capital Management LP | 230,000 | $12.6M | 0.14% | −110,000−32.4% | Reduced |
| Epoch Investment Partners, Inc. | 228,339 | $12.5M | 0.06% | +254+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 227,589 | $12.5M | 0.03% | +99,122+77.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | – | $12.2M | 0.98% | – | – |
| Victory Capital Management Inc | 220,591 | $12.1M | 0.01% | −4,741−2.1% | Reduced |
| AustralianSuper Pty Ltd | 217,298 | $12.1M | 0.07% | +95,521+78.4% | Added |
| Frontier Capital Management Co LLC | 212,177 | $11.6M | 0.09% | −2,987−1.4% | Reduced |
| Full18 Capital LLC | 202,008 | $11.3M | 4.81% | +61,185+43.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 200,133 | $11.0M | 3.80% | +200,133 | New |
| Franklin Resources Inc | 185,512 | $10.2M | 0.00% | +145,783+366.9% | Added |
| New York State Common Retirement Fund | 171,543 | $9.42M | 0.01% | −220.0% | Reduced |
| Alliancebernstein L.P. | 170,799 | $9.38M | 0.00% | +27,641+19.3% | Added |
| Spectrum Management Group, LLC | 164,576 | $9.04M | 1.30% | +3,693+2.3% | Added |
| Mackenzie Financial Corp | 161,770 | $8.88M | 0.01% | +161,770 | New |
| Caption Management, LLC | 157,200 | $8.63M | 0.54% | +157,200 | New |
| Perfromance Wealth Partners, LLC | 155,166 | $8.52M | 0.34% | +155,166 | New |
| Andra AP-fonden | 153,700 | $8.44M | 0.17% | +42,900+38.7% | Added |
| Rhumbline Advisers | 153,498 | $8.43M | 0.01% | +5,717+3.9% | Added |
| Equitable Trust Co | 150,046 | $8.24M | 0.51% | −4,924−3.2% | Reduced |
| Citigroup Inc | 146,408 | $8.04M | 0.01% | +8,192+5.9% | Added |
| Ameriprise Financial Inc | 146,585 | $8.02M | 0.00% | +84,874+137.5% | Added |
| Raymond James & Associates | 143,606 | $7.88M | 0.01% | −34,153−19.2% | Reduced |