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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2,823 | $155.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,793 | $153.0K | 0.12% | +10+0.4% | Added |
| Harvest Fund Management Co., Ltd | 2,744 | $149.0K | 0.03% | +429+18.5% | Added |
| Proequities, Inc. | 2,645 | $145.0K | 0.01% | −312−10.6% | Reduced |
| American Portfolios Advisors | 2,540 | $139.4K | 0.00% | +1,395+121.8% | Added |
| Cordasco Financial Network | 2,449 | $134.0K | 0.08% | +11+0.5% | Added |
| Banque Cantonale Vaudoise | 2,300 | $126.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,204 | $121.0K | 0.00% | +1,643+292.9% | Added |
| Focused Wealth Management, Inc | 2,043 | $112.0K | 0.02% | −323−13.7% | Reduced |
| State of Wyoming | 2,025 | $111.0K | 0.05% | +2,025 | New |
| 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 |
| Anchor Investment Management, LLC | 2,000 | $109.8K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,969 | $108.0K | 0.00% | −391−16.6% | Reduced |
| American International Group, Inc. | 1,743 | $96.0K | 0.00% | −65−3.6% | Reduced |
| US Bancorp | 1,704 | $93.0K | 0.00% | +4+0.2% | Added |
| Salem Investment Counselors Inc | 1,652 | $91.0K | 0.00% | +1,652 | New |
| GraniteShares Advisors LLC | 1,639 | $89.0K | 0.04% | +1,639 | New |
| 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 |
| 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 |
| Pacer Advisors, Inc. | 1,176 | $65.0K | 0.00% | +1,176 | New |
| IFP Advisors, Inc | 1,126 | $62.0K | 0.00% | −8−0.7% | Reduced |
| CWM, LLC | 1,028 | $56.0K | 0.00% | +1,028 | New |
| Washington Trust Co | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 906 | $50.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 828 | $45.0K | 0.00% | +828 | New |
| Ellevest, Inc. | 619 | $34.0K | 0.00% | +515+495.2% | Added |
| 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 |
| Gould Capital, LLC | 532 | $29.0K | 0.02% | +532 | New |
| Benjamin F. Edwards & Company, Inc. | 483 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 400 | $22.0K | 0.02% | +400 | New |
| Plante Moran Financial Advisors, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 214 | $12.0K | 0.00% | +214 | New |
| Parallel Advisors, LLC | 205 | $11.0K | 0.00% | +19+10.2% | Added |
| CVA Family Office, LLC | 175 | $10.0K | 0.00% | +175 | New |
| Chilton Capital Management LLC | 159 | $9.00K | 0.00% | +159 | New |
| American Research & Management Co. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Dark Forest Capital Management LP | 74 | $4.00K | 0.00% | +14+23.3% | Added |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 15 | $824 | 0.00% | +15 | New |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $0 | 0.00% | +7 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,366,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,243,743−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −856,248−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −109,400−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −83,693−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −69,644−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −35,844−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −26,781−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −22,305−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −8,738−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −8,386−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,288−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Elevated Capital Advisors, LLC | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |