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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 5,000 | $275.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 5,053 | $277.0K | 0.02% | +5,053 | New |
| Pinebridge Investments, L.P. | 5,091 | $279.0K | 0.00% | +5,091 | New |
| Regatta Capital Group, LLC | 5,144 | $282.0K | 0.10% | +5,144 | New |
| Harbor Investment Advisory, LLC | 5,200 | $285.0K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,260 | $289.0K | 0.00% | −3,512−40.0% | Reduced |
| Diversified Trust Co | 5,341 | $293.0K | 0.01% | −886−14.2% | Reduced |
| Quantamental Technologies LLC | 5,418 | $297.0K | 0.15% | +5,418 | New |
| Kestra Advisory Services, LLC | 5,538 | $304.0K | 0.00% | +18+0.3% | Added |
| Triad Financial Advisors, Inc. | 5,580 | $306.0K | 0.18% | +5,580 | New |
| Parcion Private Wealth LLC | 6,000 | $307.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 5,645 | $310.0K | 0.01% | −476−7.8% | Reduced |
| Magnus Financial Group LLC | 5,683 | $312.0K | 0.06% | +785+16.0% | Added |
| Westbourne Investment Advisors, Inc. | 5,700 | $313.0K | 0.12% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,798 | $318.0K | 0.01% | +820+16.5% | Added |
| Visionary Wealth Advisors | 5,815 | $319.0K | 0.03% | −200−3.3% | Reduced |
| BigSur Wealth Management LLC | 5,822 | $320.0K | 0.13% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,000 | $329.0K | 0.03% | +938+18.5% | Added |
| Great Point Wealth Advisors, LLC | 6,000 | $329.0K | 0.10% | +6,000 | New |
| Spirit of America Management Corp | 6,050 | $332.0K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,153 | $338.0K | 0.02% | +300+5.1% | Added |
| Umb Bank N A | 6,244 | $343.0K | 0.00% | +6,244 | New |
| Twinbeech Capital LP | 6,287 | $345.0K | 0.02% | −4,416−41.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,391 | $351.0K | 0.00% | −525−7.6% | Reduced |
| Fort Sheridan Advisors LLC | 6,500 | $357.0K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,588 | $362.0K | 0.01% | +255+4.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,720 | $369.0K | 0.05% | −940−12.3% | Reduced |
| Vontobel Holding Ltd. | 6,769 | $372.0K | 0.00% | +2,520+59.3% | Added |
| Zhang Financial LLC | 6,911 | $379.0K | 0.07% | +6,911 | New |
| Jane Street Group, LLC | 6,923 | $380.0K | 0.00% | −1,812,296−99.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,933 | $381.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,000 | $384.0K | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $387.0K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,085 | $388.8K | 0.00% | −100−1.4% | Reduced |
| Cetera Investment Advisers | 7,109 | $390.0K | 0.01% | +1,172+19.7% | Added |
| Mission Wealth Management, LP | 7,176 | $394.0K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,200 | $395.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7,227 | $397.0K | 0.34% | −2,120−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,255 | $398.0K | 0.00% | +343+5.0% | Added |
| Creative Planning | 7,319 | $402.0K | 0.00% | −936−11.3% | Reduced |
| Kovack Advisors, Inc. | 7,504 | $412.0K | 0.04% | −18−0.2% | Reduced |
| Sterneck Capital Management, LLC | 7,500 | $412.0K | 0.24% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,576 | $416.0K | 0.00% | +400+5.6% | Added |
| Van Eck Associates Corp | 7,591 | $417.0K | 0.00% | +7,591 | New |
| Standard Life Aberdeen plc | 7,711 | $423.0K | 0.00% | −782−9.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,720 | $423.0K | 0.02% | −530−6.4% | Reduced |
| Mercer Global Advisors Inc | 7,757 | $426.0K | 0.00% | +1,393+21.9% | Added |
| Thoroughbred Financial Services, LLC | 7,858 | $431.0K | 0.09% | +17+0.2% | Added |
| Apollon Wealth Management, LLC | 7,861 | $432.0K | 0.03% | +3,553+82.5% | Added |
| NewEdge Wealth, LLC | 7,869 | $432.0K | 0.02% | +7,869 | New |
| Fiduciary Group LLC | 8,100 | $445.0K | 0.05% | +100+1.3% | Added |
| JustInvest LLC | 8,189 | $450.0K | 0.03% | +2,723+49.8% | Added |
| Ethic Inc. | 8,495 | $466.0K | 0.04% | +8,495 | New |
| Twin Tree Management, LP | 8,669 | $476.0K | 0.01% | +7,793+889.6% | Added |
| Raymond James Trust N.A. | 8,998 | $494.0K | 0.01% | −532−5.6% | Reduced |
| Oak Thistle LLC | 9,080 | $498.0K | 0.39% | +9,080 | New |
| Nordea Investment Management AB | 9,299 | $509.0K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 9,400 | $516.0K | 0.13% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 9,422 | $517.0K | 0.05% | −13,057−58.1% | Reduced |
| Sunbelt Securities, Inc. | 10,547 | $522.0K | 0.08% | +547+5.5% | Added |
| Regentatlantic Capital LLC | 9,827 | $539.0K | 0.02% | +45+0.5% | Added |
| Roosevelt Investment Group LLC | 10,000 | $549.0K | 0.03% | +10,000 | New |
| AE Wealth Management LLC | 10,217 | $561.0K | 0.00% | −844−7.6% | Reduced |
| Insight Advisors, LLC | 10,258 | $563.0K | 0.17% | +12+0.1% | Added |
| M&T Bank Corp | 10,344 | $568.0K | 0.00% | −192−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 10,551 | $575.0K | 0.05% | −2,407−18.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $579.0K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10,545 | $579.0K | 0.08% | +1,415+15.5% | Added |
| McDonald Partners LLC | 10,600 | $581.9K | 0.54% | +10,600 | New |
| Absolute Capital Management, LLC | 10,600 | $581.9K | 0.54% | +10,600 | New |
| Bellwether Advisors, LLC | 10,851 | $595.0K | 0.19% | +10,851 | New |
| Weik Capital Management | 10,950 | $601.0K | 0.23% | −200−1.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 11,031 | $606.0K | 0.05% | +11,031 | New |
| Virginia Retirement Systems Et Al | 11,100 | $609.0K | 0.01% | +11,100 | New |
| Dynamic Technology Lab Private Ltd | 11,111 | $610.0K | 0.07% | −5,114−31.5% | Reduced |
| Wolverine Trading, LLC | 11,267 | $612.0K | 0.01% | +2,936+35.2% | Added |
| Elo Mutual Pension Insurance Co | 11,867 | $651.0K | 0.02% | +1,673+16.4% | Added |
| Mirador Capital Partners LP | 11,952 | $656.0K | 0.14% | +1,596+15.4% | Added |
| ProShare Advisors LLC | 11,961 | $657.0K | 0.00% | +76+0.6% | Added |
| Maryland State Retirement & Pension System | 12,365 | $679.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 12,684 | $696.0K | 0.02% | +608+5.0% | Added |
| Prudential Financial Inc | 12,696 | $697.0K | 0.00% | −190−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 12,701 | $697.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 12,703 | $697.0K | 0.05% | +8,136+178.1% | Added |
| Affinity Wealth Management LLC | 13,780 | $701.0K | 0.14% | +6,562+90.9% | Added |
| Braun-Bostich & Associates Inc. | 13,780 | $701.0K | 0.17% | +13,780 | New |
| TD Asset Management Inc | 12,886 | $707.0K | 0.00% | −2,501−16.3% | Reduced |
| McGowan Group Asset Management, Inc. | 12,934 | $710.0K | 0.12% | +9+0.1% | Added |
| SG Americas Securities, LLC | 13,109 | $720.0K | 0.00% | −1,456−10.0% | Reduced |
| Tranquility Partners, LLC | 13,573 | $745.0K | 0.34% | +56+0.4% | Added |
| Westpac Banking Corp | 13,824 | $758.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,010 | $769.0K | 0.00% | −13,691−49.4% | Reduced |
| New York State Teachers Retirement System | 14,000 | $769.0K | 0.00% | +200+1.4% | Added |
| Old Mission Capital LLC | 14,112 | $775.0K | 0.04% | +14,112 | New |
| Principal Street Partners, LLC | 14,201 | $780.0K | 0.19% | +14,201 | New |
| DekaBank Deutsche Girozentrale | 14,796 | $792.0K | 0.00% | +3,522+31.2% | Added |
| Colony Group LLC | 14,787 | $812.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,800 | $812.0K | 0.00% | +2,136+16.9% | Added |
| Sawtooth Solutions, LLC | 14,952 | $820.0K | 0.09% | +14,952 | New |
| Equitable Holdings, Inc. | 15,120 | $830.0K | 0.01% | 00.0% | Unchanged |