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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $0 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 15 | $824 | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $1.00K | 0.00% | +24 | New |
| Glassman Wealth Services | 13 | $1.00K | 0.00% | +13 | New |
| Insight Financial Services | 20 | $1.00K | 0.00% | +20 | New |
| Covestor Ltd | 10 | $1.00K | 0.00% | +10 | New |
| Harbour Investments, Inc. | 39 | $2.00K | 0.00% | −1,335−97.2% | Reduced |
| Cribstone Capital Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| CoreCap Advisors, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Mystic Asset Management, Inc. | 43 | $2.00K | 0.00% | +43 | New |
| Dark Forest Capital Management LP | 74 | $4.00K | 0.00% | +14+23.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $5.00K | 0.00% | +94 | New |
| Altshuler Shaham Ltd | 136 | $7.00K | 0.00% | −23−14.5% | Reduced |
| Signaturefd, LLC | 128 | $7.00K | 0.00% | +128 | New |
| Lenox Wealth Advisors, LLC | 125 | $7.00K | 0.00% | +125 | New |
| American Research & Management Co. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 159 | $9.00K | 0.00% | +159 | New |
| CVA Family Office, LLC | 175 | $10.0K | 0.00% | +175 | New |
| Parallel Advisors, LLC | 205 | $11.0K | 0.00% | +19+10.2% | Added |
| Assetmark, Inc | 214 | $12.0K | 0.00% | +214 | New |
| Plante Moran Financial Advisors, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 400 | $22.0K | 0.02% | +400 | New |
| Benjamin F. Edwards & Company, Inc. | 483 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 532 | $29.0K | 0.02% | +532 | New |
| Geneos Wealth Management Inc. | 615 | $33.0K | 0.00% | +3+0.5% | Added |
| Hexagon Capital Partners LLC | 606 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 619 | $34.0K | 0.00% | +515+495.2% | Added |
| Canada Pension Plan Investment Board | 828 | $45.0K | 0.00% | +828 | New |
| Zions Bancorporation, N.A. | 906 | $50.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,028 | $56.0K | 0.00% | +1,028 | New |
| IFP Advisors, Inc | 1,126 | $62.0K | 0.00% | −8−0.7% | Reduced |
| Pacer Advisors, Inc. | 1,176 | $65.0K | 0.00% | +1,176 | New |
| Captrust Financial Advisors | 1,289 | $71.0K | 0.00% | +123+10.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,295 | $71.0K | 0.00% | +1,040+407.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $82.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,500 | $82.0K | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,639 | $89.0K | 0.04% | +1,639 | New |
| Salem Investment Counselors Inc | 1,652 | $91.0K | 0.00% | +1,652 | New |
| US Bancorp | 1,704 | $93.0K | 0.00% | +4+0.2% | Added |
| American International Group, Inc. | 1,743 | $96.0K | 0.00% | −65−3.6% | Reduced |
| Vestcor Inc | 1,969 | $108.0K | 0.00% | −391−16.6% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $109.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $110.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,000 | $110.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $110.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,025 | $111.0K | 0.05% | +2,025 | New |
| Focused Wealth Management, Inc | 2,043 | $112.0K | 0.02% | −323−13.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,204 | $121.0K | 0.00% | +1,643+292.9% | Added |
| Banque Cantonale Vaudoise | 2,300 | $126.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,449 | $134.0K | 0.08% | +11+0.5% | Added |
| American Portfolios Advisors | 2,540 | $139.4K | 0.00% | +1,395+121.8% | Added |
| Proequities, Inc. | 2,645 | $145.0K | 0.01% | −312−10.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,744 | $149.0K | 0.03% | +429+18.5% | Added |
| Wagner Wealth Management, LLC | 2,793 | $153.0K | 0.12% | +10+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,823 | $155.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,964 | $163.0K | 0.00% | +779+35.7% | Added |
| Stelac Advisory Services LLC | 3,198 | $176.0K | 0.05% | −12,599−79.8% | Reduced |
| Metropolitan Life Insurance Co | 3,236 | $177.7K | 0.00% | +9+0.3% | Added |
| Loomis Sayles & Co L P | 3,280 | $180.0K | 0.00% | +212+6.9% | Added |
| Retirement Planning Co of New England, Inc. | 3,306 | $181.0K | 0.09% | +3,306 | New |
| Sandy Spring Bank | 3,308 | $182.0K | 0.01% | −80−2.4% | Reduced |
| Arlington Partners LLC | 3,497 | $192.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 3,582 | $197.0K | 0.00% | −10,757−75.0% | Reduced |
| Leonteq Securities AG | 3,595 | $197.4K | 0.01% | −475−11.7% | Reduced |
| ExodusPoint Capital Management, LP | 3,669 | $201.0K | 0.00% | −33,064−90.0% | Reduced |
| Glenmede Trust Co NA | 3,765 | $206.0K | 0.00% | +3,765 | New |
| Personal Capital Advisors Corp | 3,752 | $206.0K | 0.00% | +3,752 | New |
| Wellington Shields & Co., LLC | 3,825 | $210.0K | 0.04% | +3,825 | New |
| B. Riley Wealth Management, Inc. | 3,942 | $216.0K | 0.01% | +3,942 | New |
| SeaCrest Wealth Management, LLC | 3,967 | $218.0K | 0.02% | +3,967 | New |
| South Street Advisors LLC | 4,000 | $220.0K | 0.04% | +4,000 | New |
| Westover Capital Advisors, LLC | 4,000 | $220.0K | 0.06% | +4,000 | New |
| Engineers Gate Manager LP | 4,053 | $223.0K | 0.01% | −2,094−34.1% | Reduced |
| American Trust | 4,082 | $224.0K | 0.02% | +4,082 | New |
| Ibex Wealth Advisors | 4,105 | $225.0K | 0.04% | −106−2.5% | Reduced |
| Capital Investment Advisors, LLC | 4,100 | $225.0K | 0.01% | +4,100 | New |
| Aviva PLC | 4,185 | $230.0K | 0.00% | +4,185 | New |
| Pictet & Cie (Europe) SA | 4,250 | $233.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 4,260 | $234.0K | 0.26% | +4,260 | New |
| International Assets Investment Management, LLC | 4,368 | $240.0K | 0.04% | +4,368 | New |
| Sheaff Brock Investment Advisors, LLC | 4,521 | $249.0K | 0.02% | +4,521 | New |
| Boothbay Fund Management, LLC | 4,552 | $250.0K | 0.01% | +4,552 | New |
| Spire Wealth Management | 4,567 | $251.0K | 0.01% | +1,506+49.2% | Added |
| Denali Advisors LLC | 4,600 | $253.0K | 0.09% | +4,600 | New |
| Meristem Family Wealth, LLC | 4,722 | $259.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,717 | $259.0K | 0.14% | +4,717 | New |
| Macquarie Group Ltd | 4,777 | $262.0K | 0.00% | −689−12.6% | Reduced |
| Matrix Private Capital Group LLC | 4,900 | $269.0K | 0.13% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,954 | $269.0K | 0.00% | +4,954 | New |
| U.S. Capital Wealth Advisors, LLC | 4,916 | $270.0K | 0.01% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 4,919 | $270.0K | 0.07% | +40+0.8% | Added |
| Greenwich Investment Management, Inc. | 4,972 | $273.0K | 0.19% | +4,972 | New |
| Northeast Investment Management | 5,000 | $274.0K | 0.01% | +5,000 | New |
| NEXT Financial Group, Inc | 5,017 | $275.0K | 0.02% | −1,793−26.3% | Reduced |