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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 15,132 | $830.7K | 0.08% | +15,132 | New |
| Carson Advisory Inc. | 15,200 | $834.0K | 0.85% | +15,200 | New |
| CIBC Asset Management Inc | 15,201 | $835.0K | 0.00% | +884+6.2% | Added |
| Cresset Asset Management, LLC | 15,225 | $836.0K | 0.01% | +410+2.8% | Added |
| Private Advisory Group LLC | 15,335 | $842.0K | 0.17% | +15,335 | New |
| O'Rourke & Company, Inc | 15,461 | $849.0K | 0.57% | +15,461 | New |
| Ameritas Investment Partners, Inc. | 15,500 | $850.0K | 0.03% | 00.0% | Unchanged |
| Swedbank AB | 15,784 | $857.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15,767 | $866.0K | 0.05% | −1,372−8.0% | Reduced |
| Simplex Trading, LLC | 15,809 | $867.0K | 0.03% | +15,809 | New |
| Baldwin Brothers Inc | 15,900 | $873.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 15,950 | $875.0K | 0.00% | +12,550+369.1% | Added |
| LGT Group Foundation | 16,005 | $879.0K | 0.02% | +16,005 | New |
| Stonnington Group, LLC | 17,000 | $887.0K | 0.19% | −9,650−36.2% | Reduced |
| Carret Asset Management, LLC | 16,300 | $895.0K | 0.10% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 16,646 | $913.9K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 16,653 | $914.0K | 0.04% | +16,194+3,528.1% | Added |
| Leavell Investment Management, Inc. | 16,750 | $920.0K | 0.06% | +16,750 | New |
| Kestra Private Wealth Services, LLC | 16,803 | $922.0K | 0.04% | +187+1.1% | Added |
| Gotham Asset Management, LLC | 17,029 | $935.0K | 0.03% | +5,296+45.1% | Added |
| North Star Investment Management Corp. | 17,500 | $961.0K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 17,913 | $983.0K | 0.22% | +4,150+30.2% | Added |
| Nissay Asset Management Corp | 18,135 | $996.0K | 0.01% | −188−1.0% | Reduced |
| Dividend Assets Capital, LLC | 18,200 | $999.0K | 0.19% | 00.0% | Unchanged |
| Seeyond | 18,385 | $1.01M | 0.09% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 18,471 | $1.01M | 0.02% | +878+5.0% | Added |
| Independent Solutions Wealth Management, LLC | 18,698 | $1.03M | 0.24% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 19,100 | $1.05M | 0.04% | +4,000+26.5% | Added |
| Pearl River Capital, LLC | 19,612 | $1.08M | 0.29% | −25,937−56.9% | Reduced |
| Blair William & Co | 19,667 | $1.08M | 0.00% | +224+1.2% | Added |
| Garrison Bradford & Associates Inc | 19,978 | $1.10M | 0.98% | +1,650+9.0% | Added |
| Natixis Advisors, L.P. | 20,055 | $1.10M | 0.00% | −1,191−5.6% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $1.10M | 0.00% | 00.0% | Unchanged |
| MD Financial Management Inc. | 20,136 | $1.10M | 0.03% | −2,697−11.8% | Reduced |
| Chapman Investment Management, LLC | 20,200 | $1.11M | 0.51% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 21,150 | $1.16M | 0.03% | +21,150 | New |
| Snowden Capital Advisors LLC | 22,248 | $1.22M | 0.06% | +929+4.4% | Added |
| National Asset Management, Inc. | 22,503 | $1.24M | 0.04% | +305+1.4% | Added |
| HighTower Advisors, LLC | 22,927 | $1.26M | 0.00% | +2,936+14.7% | Added |
| Voya Investment Management LLC | 23,206 | $1.27M | 0.00% | −2,560−9.9% | Reduced |
| Ci Investments Inc. | 23,621 | $1.30M | 0.00% | +8,037+51.6% | Added |
| Gulf International Bank (UK) Ltd | 23,698 | $1.30M | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 23,719 | $1.30M | 0.05% | −300−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,735 | $1.30M | 0.00% | +7,369+45.0% | Added |
| Jeereddi Investments, LP | 23,858 | $1.31M | 1.30% | −1,888−7.3% | Reduced |
| Truist Financial Corp | 24,156 | $1.33M | 0.00% | −358−1.5% | Reduced |
| Fred Alger Management, LLC | 24,228 | $1.33M | 0.00% | −1,618−6.3% | Reduced |
| State of Alaska, Department of Revenue | 24,391 | $1.34M | 0.01% | +24,391 | New |
| Jeppson Wealth Management, LLC | 24,772 | $1.36M | 0.66% | −1,102−4.3% | Reduced |
| Unigestion Holding SA | 24,886 | $1.37M | 0.06% | 00.0% | Unchanged |
| Paloma Partners Management Co | 25,159 | $1.38M | 0.04% | +9,376+59.4% | Added |
| American National Registered Investment Advisor, Inc. | 25,247 | $1.39M | 0.46% | −30.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,514 | $1.40M | 0.00% | −641,784−96.2% | Reduced |
| The PNC Financial Services Group, Inc. | 26,181 | $1.44M | 0.00% | −10.0% | Reduced |
| NN Investment Partners Holdings N.V. | 26,600 | $1.46M | 0.01% | +2,700+11.3% | Added |
| APG Asset Management N.V. | 30,500 | $1.47M | 0.00% | +30,500 | New |
| Oregon Public Employees Retirement Fund | 27,085 | $1.49M | 0.02% | −2,900−9.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,687 | $1.52M | 0.01% | −42,737−60.7% | Reduced |
| Banque Pictet & Cie SA | 28,000 | $1.54M | 0.01% | +3,000+12.0% | Added |
| British Columbia Investment Management Corp | 28,051 | $1.54M | 0.01% | −1,402−4.8% | Reduced |
| Waterfront Wealth Inc. | 28,440 | $1.56M | 0.62% | +28,440 | New |
| Walleye Trading LLC | 28,465 | $1.56M | 0.03% | +28,465 | New |
| Moody Lynn & Lieberson, LLC | 28,589 | $1.57M | 0.11% | +28,589 | New |
| Emfo, LLC | 28,625 | $1.57M | 1.39% | 00.0% | Unchanged |
| Amalgamated Bank | 29,306 | $1.61M | 0.01% | −144−0.5% | Reduced |
| Utah Retirement Systems | 29,400 | $1.61M | 0.02% | 00.0% | Unchanged |
| Herbst Group, LLC | 30,500 | $1.67M | 1.03% | +30,500 | New |
| Nomura Asset Management Co Ltd | 31,100 | $1.71M | 0.01% | 00.0% | Unchanged |
| American National Insurance Co | 31,175 | $1.71M | 0.38% | −118,400−79.2% | Reduced |
| Empowered Funds, LLC | 32,523 | $1.79M | 0.20% | +32,523 | New |
| Caas Capital Management LP | 32,721 | $1.80M | 0.16% | −11,845−26.6% | Reduced |
| Toronto Dominion Bank | 32,865 | $1.80M | 0.00% | +10,334+45.9% | Added |
| HSBC Holdings PLC | 33,297 | $1.82M | 0.00% | −70,321−67.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,192 | $1.88M | 0.03% | +1,566+4.8% | Added |
| Price T Rowe Associates Inc | 34,491 | $1.89M | 0.00% | −2,734−7.3% | Reduced |
| USS Investment Management Ltd | 35,016 | $1.92M | 0.02% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 35,000 | $1.92M | 0.84% | +35,000 | New |
| D.A. Davidson & Co. | 36,000 | $1.98M | 0.02% | −1,200−3.2% | Reduced |
| Handelsbanken Fonder AB | 36,000 | $1.98M | 0.01% | −900−2.4% | Reduced |
| Strategic Global Advisors, LLC | 36,285 | $1.99M | 0.26% | +2,912+8.7% | Added |
| Castleview Partners, LLC | 109,800 | $2.00M | 0.02% | +109,800 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,985 | $2.06M | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 38,111 | $2.09M | 0.01% | +14,221+59.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,749 | $2.11M | 0.15% | +38,749 | New |
| Rockefeller Capital Management L.P. | 38,954 | $2.14M | 0.01% | +743+1.9% | Added |
| Private Advisor Group, LLC | 38,998 | $2.14M | 0.02% | +32,025+459.3% | Added |
| Capital Management Associates | 39,135 | $2.15M | 2.10% | −5,825−13.0% | Reduced |
| MMBG Investment Advisors Co. | 40,000 | $2.20M | 0.21% | +40,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,706 | $2.26M | 0.01% | +4,078+10.8% | Added |
| Maven Securities LTD | 41,866 | $2.30M | 0.29% | +4,166+11.1% | Added |
| Aigen Investment Management, LP | 43,346 | $2.34M | 0.14% | +43,346 | New |
| Arizona State Retirement System | 43,429 | $2.38M | 0.02% | −1,349−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 43,480 | $2.39M | 0.35% | +5,221+13.6% | Added |
| United Capital Financial Advisers, LLC | 45,480 | $2.50M | 0.01% | +110+0.2% | Added |
| McKinley Capital Management LLC /Delaware | 45,855 | $2.52M | 0.23% | −236−0.5% | Reduced |
| Mirabella Financial Services LLP | 46,699 | $2.56M | 0.26% | +46,699 | New |
| Basswood Capital Management, L.L.C. | 46,764 | $2.57M | 0.12% | +46,764 | New |
| Credit Agricole S A | 47,089 | $2.58M | 0.09% | +47,089 | New |
| Stephens Inc | 47,514 | $2.61M | 0.04% | +3,859+8.8% | Added |
| SeaBridge Investment Advisors LLC | 48,560 | $2.67M | 0.85% | −2,548−5.0% | Reduced |