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 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 9,827 | $539.0K | 0.02% | +45+0.5% | Added |
| Sunbelt Securities, Inc. | 10,547 | $522.0K | 0.08% | +547+5.5% | Added |
| Bramshill Investments, LLC | 9,422 | $517.0K | 0.05% | −13,057−58.1% | Reduced |
| E&G Advisors, LP | 9,400 | $516.0K | 0.13% | 00.0% | Unchanged |
| Nordea Investment Management AB | 9,299 | $509.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 9,080 | $498.0K | 0.39% | +9,080 | New |
| Raymond James Trust N.A. | 8,998 | $494.0K | 0.01% | −532−5.6% | Reduced |
| Twin Tree Management, LP | 8,669 | $476.0K | 0.01% | +7,793+889.6% | Added |
| Ethic Inc. | 8,495 | $466.0K | 0.04% | +8,495 | New |
| JustInvest LLC | 8,189 | $450.0K | 0.03% | +2,723+49.8% | Added |
| Fiduciary Group LLC | 8,100 | $445.0K | 0.05% | +100+1.3% | 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 |
| Thoroughbred Financial Services, LLC | 7,858 | $431.0K | 0.09% | +17+0.2% | Added |
| Mercer Global Advisors Inc | 7,757 | $426.0K | 0.00% | +1,393+21.9% | Added |
| 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 |
| Van Eck Associates Corp | 7,591 | $417.0K | 0.00% | +7,591 | New |
| Daiwa Securities Group Inc. | 7,576 | $416.0K | 0.00% | +400+5.6% | Added |
| 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 |
| Creative Planning | 7,319 | $402.0K | 0.00% | −936−11.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,255 | $398.0K | 0.00% | +343+5.0% | Added |
| USA Financial Portformulas Corp | 7,227 | $397.0K | 0.34% | −2,120−22.7% | Reduced |
| Principle Wealth Partners LLC | 7,200 | $395.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,176 | $394.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,109 | $390.0K | 0.01% | +1,172+19.7% | Added |
| Federation des caisses Desjardins du Quebec | 7,085 | $388.8K | 0.00% | −100−1.4% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $387.0K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,000 | $384.0K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,933 | $381.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,923 | $380.0K | 0.00% | −1,812,296−99.6% | Reduced |
| Zhang Financial LLC | 6,911 | $379.0K | 0.07% | +6,911 | New |
| Vontobel Holding Ltd. | 6,769 | $372.0K | 0.00% | +2,520+59.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,720 | $369.0K | 0.05% | −940−12.3% | Reduced |
| Integrated Wealth Concepts LLC | 6,588 | $362.0K | 0.01% | +255+4.0% | Added |
| Fort Sheridan Advisors LLC | 6,500 | $357.0K | 0.10% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,391 | $351.0K | 0.00% | −525−7.6% | Reduced |
| Twinbeech Capital LP | 6,287 | $345.0K | 0.02% | −4,416−41.3% | Reduced |
| Umb Bank N A | 6,244 | $343.0K | 0.00% | +6,244 | New |
| Moors & Cabot, Inc. | 6,153 | $338.0K | 0.02% | +300+5.1% | Added |
| Spirit of America Management Corp | 6,050 | $332.0K | 0.07% | 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 |
| BigSur Wealth Management LLC | 5,822 | $320.0K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,815 | $319.0K | 0.03% | −200−3.3% | Reduced |
| Walleye Capital LLC | 5,798 | $318.0K | 0.01% | +820+16.5% | Added |
| Westbourne Investment Advisors, Inc. | 5,700 | $313.0K | 0.12% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5,683 | $312.0K | 0.06% | +785+16.0% | Added |
| Lincoln National Corp | 5,645 | $310.0K | 0.01% | −476−7.8% | Reduced |
| Parcion Private Wealth LLC | 6,000 | $307.0K | 0.03% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 5,580 | $306.0K | 0.18% | +5,580 | New |
| Kestra Advisory Services, LLC | 5,538 | $304.0K | 0.00% | +18+0.3% | Added |
| Quantamental Technologies LLC | 5,418 | $297.0K | 0.15% | +5,418 | New |
| Diversified Trust Co | 5,341 | $293.0K | 0.01% | −886−14.2% | Reduced |
| Magnetar Financial LLC | 5,260 | $289.0K | 0.00% | −3,512−40.0% | Reduced |
| Harbor Investment Advisory, LLC | 5,200 | $285.0K | 0.04% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 5,144 | $282.0K | 0.10% | +5,144 | New |
| Pinebridge Investments, L.P. | 5,091 | $279.0K | 0.00% | +5,091 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,053 | $277.0K | 0.02% | +5,053 | New |
| NEXT Financial Group, Inc | 5,017 | $275.0K | 0.02% | −1,793−26.3% | Reduced |
| Guyasuta Investment Advisors Inc | 5,000 | $275.0K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 5,000 | $274.0K | 0.01% | +5,000 | New |
| Greenwich Investment Management, Inc. | 4,972 | $273.0K | 0.19% | +4,972 | 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 |
| 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 |
| Macquarie Group Ltd | 4,777 | $262.0K | 0.00% | −689−12.6% | Reduced |
| 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 |
| Denali Advisors LLC | 4,600 | $253.0K | 0.09% | +4,600 | New |
| Spire Wealth Management | 4,567 | $251.0K | 0.01% | +1,506+49.2% | Added |
| Boothbay Fund Management, LLC | 4,552 | $250.0K | 0.01% | +4,552 | New |
| Sheaff Brock Investment Advisors, LLC | 4,521 | $249.0K | 0.02% | +4,521 | New |
| International Assets Investment Management, LLC | 4,368 | $240.0K | 0.04% | +4,368 | New |
| Redmont Wealth Advisors LLC | 4,260 | $234.0K | 0.26% | +4,260 | New |
| Pictet & Cie (Europe) SA | 4,250 | $233.0K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 4,185 | $230.0K | 0.00% | +4,185 | 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 |
| American Trust | 4,082 | $224.0K | 0.02% | +4,082 | New |
| Engineers Gate Manager LP | 4,053 | $223.0K | 0.01% | −2,094−34.1% | Reduced |
| 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 |
| SeaCrest Wealth Management, LLC | 3,967 | $218.0K | 0.02% | +3,967 | New |
| B. Riley Wealth Management, Inc. | 3,942 | $216.0K | 0.01% | +3,942 | New |
| Wellington Shields & Co., LLC | 3,825 | $210.0K | 0.04% | +3,825 | New |
| 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 |
| ExodusPoint Capital Management, LP | 3,669 | $201.0K | 0.00% | −33,064−90.0% | Reduced |
| Leonteq Securities AG | 3,595 | $197.4K | 0.01% | −475−11.7% | Reduced |
| KBC Group NV | 3,582 | $197.0K | 0.00% | −10,757−75.0% | Reduced |
| Arlington Partners LLC | 3,497 | $192.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,308 | $182.0K | 0.01% | −80−2.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,306 | $181.0K | 0.09% | +3,306 | New |
| Loomis Sayles & Co L P | 3,280 | $180.0K | 0.00% | +212+6.9% | Added |
| Metropolitan Life Insurance Co | 3,236 | $177.7K | 0.00% | +9+0.3% | Added |
| Stelac Advisory Services LLC | 3,198 | $176.0K | 0.05% | −12,599−79.8% | Reduced |
| Fifth Third Bancorp | 2,964 | $163.0K | 0.00% | +779+35.7% | Added |