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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 28,440 | $1.56M | 0.62% | +28,440 | New |
| British Columbia Investment Management Corp | 28,051 | $1.54M | 0.01% | −1,402−4.8% | Reduced |
| Banque Pictet & Cie SA | 28,000 | $1.54M | 0.01% | +3,000+12.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,687 | $1.52M | 0.01% | −42,737−60.7% | Reduced |
| Oregon Public Employees Retirement Fund | 27,085 | $1.49M | 0.02% | −2,900−9.7% | Reduced |
| APG Asset Management N.V. | 30,500 | $1.47M | 0.00% | +30,500 | New |
| NN Investment Partners Holdings N.V. | 26,600 | $1.46M | 0.01% | +2,700+11.3% | Added |
| The PNC Financial Services Group, Inc. | 26,181 | $1.44M | 0.00% | −10.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,514 | $1.40M | 0.00% | −641,784−96.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 25,247 | $1.39M | 0.46% | −30.0% | Reduced |
| Paloma Partners Management Co | 25,159 | $1.38M | 0.04% | +9,376+59.4% | Added |
| Unigestion Holding SA | 24,886 | $1.37M | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 24,772 | $1.36M | 0.66% | −1,102−4.3% | Reduced |
| State of Alaska, Department of Revenue | 24,391 | $1.34M | 0.01% | +24,391 | New |
| Fred Alger Management, LLC | 24,228 | $1.33M | 0.00% | −1,618−6.3% | Reduced |
| Truist Financial Corp | 24,156 | $1.33M | 0.00% | −358−1.5% | Reduced |
| Jeereddi Investments, LP | 23,858 | $1.31M | 1.30% | −1,888−7.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,735 | $1.30M | 0.00% | +7,369+45.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 23,719 | $1.30M | 0.05% | −300−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 23,698 | $1.30M | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 23,621 | $1.30M | 0.00% | +8,037+51.6% | Added |
| Voya Investment Management LLC | 23,206 | $1.27M | 0.00% | −2,560−9.9% | Reduced |
| HighTower Advisors, LLC | 22,927 | $1.26M | 0.00% | +2,936+14.7% | Added |
| National Asset Management, Inc. | 22,503 | $1.24M | 0.04% | +305+1.4% | Added |
| Snowden Capital Advisors LLC | 22,248 | $1.22M | 0.06% | +929+4.4% | Added |
| Gofen & Glossberg LLC | 21,150 | $1.16M | 0.03% | +21,150 | New |
| Chapman Investment Management, LLC | 20,200 | $1.11M | 0.51% | 00.0% | Unchanged |
| MD Financial Management Inc. | 20,136 | $1.10M | 0.03% | −2,697−11.8% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $1.10M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,055 | $1.10M | 0.00% | −1,191−5.6% | Reduced |
| Garrison Bradford & Associates Inc | 19,978 | $1.10M | 0.98% | +1,650+9.0% | Added |
| Blair William & Co | 19,667 | $1.08M | 0.00% | +224+1.2% | Added |
| Pearl River Capital, LLC | 19,612 | $1.08M | 0.29% | −25,937−56.9% | Reduced |
| Guinness Asset Management LTD | 19,100 | $1.05M | 0.04% | +4,000+26.5% | Added |
| Independent Solutions Wealth Management, LLC | 18,698 | $1.03M | 0.24% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 18,471 | $1.01M | 0.02% | +878+5.0% | Added |
| Seeyond | 18,385 | $1.01M | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 18,200 | $999.0K | 0.19% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 18,135 | $996.0K | 0.01% | −188−1.0% | Reduced |
| Qtron Investments LLC | 17,913 | $983.0K | 0.22% | +4,150+30.2% | Added |
| North Star Investment Management Corp. | 17,500 | $961.0K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 17,029 | $935.0K | 0.03% | +5,296+45.1% | Added |
| Kestra Private Wealth Services, LLC | 16,803 | $922.0K | 0.04% | +187+1.1% | Added |
| Leavell Investment Management, Inc. | 16,750 | $920.0K | 0.06% | +16,750 | New |
| Achmea Investment Management B.V. | 16,653 | $914.0K | 0.04% | +16,194+3,528.1% | Added |
| Storebrand Asset Management AS | 16,646 | $913.9K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 16,300 | $895.0K | 0.10% | 00.0% | Unchanged |
| Stonnington Group, LLC | 17,000 | $887.0K | 0.19% | −9,650−36.2% | Reduced |
| LGT Group Foundation | 16,005 | $879.0K | 0.02% | +16,005 | New |
| First Manhattan Co | 15,950 | $875.0K | 0.00% | +12,550+369.1% | Added |
| Baldwin Brothers Inc | 15,900 | $873.0K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 15,809 | $867.0K | 0.03% | +15,809 | New |
| AdvisorNet Financial, Inc | 15,767 | $866.0K | 0.05% | −1,372−8.0% | Reduced |
| Swedbank AB | 15,784 | $857.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,500 | $850.0K | 0.03% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 15,461 | $849.0K | 0.57% | +15,461 | New |
| Private Advisory Group LLC | 15,335 | $842.0K | 0.17% | +15,335 | New |
| Cresset Asset Management, LLC | 15,225 | $836.0K | 0.01% | +410+2.8% | Added |
| CIBC Asset Management Inc | 15,201 | $835.0K | 0.00% | +884+6.2% | Added |
| Carson Advisory Inc. | 15,200 | $834.0K | 0.85% | +15,200 | New |
| Ashton Thomas Private Wealth, LLC | 15,132 | $830.7K | 0.08% | +15,132 | New |
| Equitable Holdings, Inc. | 15,120 | $830.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 14,952 | $820.0K | 0.09% | +14,952 | New |
| 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 |
| DekaBank Deutsche Girozentrale | 14,796 | $792.0K | 0.00% | +3,522+31.2% | Added |
| Principal Street Partners, LLC | 14,201 | $780.0K | 0.19% | +14,201 | New |
| Old Mission Capital LLC | 14,112 | $775.0K | 0.04% | +14,112 | New |
| 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 |
| Westpac Banking Corp | 13,824 | $758.9K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 13,573 | $745.0K | 0.34% | +56+0.4% | Added |
| SG Americas Securities, LLC | 13,109 | $720.0K | 0.00% | −1,456−10.0% | Reduced |
| McGowan Group Asset Management, Inc. | 12,934 | $710.0K | 0.12% | +9+0.1% | Added |
| TD Asset Management Inc | 12,886 | $707.0K | 0.00% | −2,501−16.3% | Reduced |
| 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 |
| 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 |
| Ossiam | 12,684 | $696.0K | 0.02% | +608+5.0% | Added |
| Maryland State Retirement & Pension System | 12,365 | $679.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,961 | $657.0K | 0.00% | +76+0.6% | Added |
| Mirador Capital Partners LP | 11,952 | $656.0K | 0.14% | +1,596+15.4% | Added |
| Elo Mutual Pension Insurance Co | 11,867 | $651.0K | 0.02% | +1,673+16.4% | Added |
| Wolverine Trading, LLC | 11,267 | $612.0K | 0.01% | +2,936+35.2% | Added |
| Dynamic Technology Lab Private Ltd | 11,111 | $610.0K | 0.07% | −5,114−31.5% | Reduced |
| Virginia Retirement Systems Et Al | 11,100 | $609.0K | 0.01% | +11,100 | New |
| Redpoint Investment Management Pty Ltd | 11,031 | $606.0K | 0.05% | +11,031 | New |
| Weik Capital Management | 10,950 | $601.0K | 0.23% | −200−1.8% | Reduced |
| Bellwether Advisors, LLC | 10,851 | $595.0K | 0.19% | +10,851 | New |
| 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 |
| 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 |
| Arete Wealth Advisors, LLC | 10,551 | $575.0K | 0.05% | −2,407−18.6% | Reduced |
| M&T Bank Corp | 10,344 | $568.0K | 0.00% | −192−1.8% | Reduced |
| Insight Advisors, LLC | 10,258 | $563.0K | 0.17% | +12+0.1% | Added |
| AE Wealth Management LLC | 10,217 | $561.0K | 0.00% | −844−7.6% | Reduced |
| Roosevelt Investment Group LLC | 10,000 | $549.0K | 0.03% | +10,000 | New |