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
Q4 2021 vs. Q3 2021
How the institutions holding Carlyle Group Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 394 | 5 | 461 | +72 |
| Shares | 171.1M | 1.71M | 178.5M | +9.07M (+5.4%) |
| Value | $8.09B | $80.9M | $9.80B | +$1.79B (+22.4%) |
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (103)
Institutions that held Carlyle Group Inc. at the end of Q4 2021 but not at the end of Q3 2021.
Showing the largest 100 of 103 by value.
Sold out (31)
Institutions that held Carlyle Group Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
Not filed for Q4 2021 yet (5)
Institutions that held Carlyle Group Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Marshall Wace North America L.P. | 1,683,698 | $79.6M |
| Elevated Capital Advisors, LLC | 21,943 | $1.04M |
| First Mercantile Trust Co | 4,361 | $206.0K |
| Sonora Investment Management, LLC | 300 | $14.0K |
| Berman Capital Advisors, LLC | 79 | $3.00K |