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, Q1 2022
Institutional positions in Carlyle Group Inc. as of Mar 31, 2022. 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
- 482
- +27 vs. Q4 2021
- Shares held
- 188.7M
- +10.4M (+5.8%) vs. Q4 2021
- Total value
- $9.22B
- −$576.5M (−5.9%) vs. Q4 2021
- New holders
- 89
- 202 more added
- Sold out
- 62
- 127 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 20,265,065 | $991.2M | 0.13% | +2,043,587+11.2% | Added |
| Vanguard Group Inc | 19,624,219 | $959.8M | 0.02% | +703,271+3.7% | Added |
| Capital World Investors | 19,284,597 | $943.2M | 0.16% | −30,662−0.2% | Reduced |
| Vulcan Value Partners, LLC | 16,121,237 | $788.5M | 4.84% | −487,886−2.9% | Reduced |
| BlackRock Inc. | 15,257,115 | $746.2M | 0.02% | +1,020,504+7.2% | Added |
| Alkeon Capital Management LLC | 11,353,685 | $555.3M | 2.49% | +2,570,000+29.3% | Added |
| Deutsche Bank AG | 6,869,792 | $336.0M | 0.16% | +3,848,459+127.4% | Added |
| Security Benefit Life Insurance Co | 4,188,306 | $204.8M | 11.77% | +4,188,306 | New |
| State Street Corp | 4,082,247 | $199.7M | 0.01% | +89,982+2.3% | Added |
| Millennium Management LLC | 2,936,768 | $143.6M | 0.18% | −640,583−17.9% | Reduced |
| Legal & General Group Plc | 2,886,978 | $141.2M | 0.04% | +280,980+10.8% | Added |
| Bank of America Corp | 2,748,292 | $134.4M | 0.01% | +747,040+37.3% | Added |
| Bamco Inc | 2,414,842 | $118.1M | 0.29% | −35,450−1.4% | Reduced |
| Geode Capital Management, LLC | 2,397,104 | $117.1M | 0.01% | +190,686+8.6% | Added |
| Bessemer Group Inc | 2,027,005 | $99.1M | 0.21% | +50.0% | Added |
| Norges Bank | 1,972,397 | $96.5M | 0.02% | +392,191+24.8% | Added |
| Samlyn Capital, LLC | 1,876,925 | $91.8M | 1.39% | −1,193,807−38.9% | Reduced |
| First Republic Investment Management, Inc. | 1,836,319 | $89.8M | 0.19% | +135,311+8.0% | Added |
| DekaBank Deutsche Girozentrale | 1,590,270 | $74.3M | 0.18% | +1,575,474+10,648.0% | Added |
| Northern Trust Corp | 1,444,686 | $70.7M | 0.01% | +24,352+1.7% | Added |
| Goldman Sachs Group Inc | 1,271,646 | $62.2M | 0.02% | +86,298+7.3% | Added |
| Artisan Partners Limited Partnership | 1,265,983 | $61.9M | 0.08% | +1,265,983 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 1,237,000 | $60.5M | 0.72% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,206,010 | $59.0M | 0.19% | −1,748,281−59.2% | Reduced |
| Brown Advisory Inc | 1,058,166 | $51.8M | 0.08% | +450.0% | Added |
| FMR LLC | 1,023,912 | $50.1M | 0.00% | −1,115,712−52.1% | Reduced |
| LGT Capital Partners Ltd. | 1,012,212 | $49.5M | 1.41% | +152,212+17.7% | Added |
| Davis Capital Partners, LLC | 1,000,000 | $48.9M | 2.41% | +1,000,000 | New |
| Natixis | 961,886 | $47.0M | 0.16% | +961,886 | New |
| Charles Schwab Investment Management Inc | 849,953 | $41.6M | 0.01% | +34,991+4.3% | Added |
| Royal Bank of Canada | 824,335 | $40.3M | 0.01% | +304,718+58.6% | Added |
| JPMorgan Chase & Co | 818,942 | $40.1M | 0.01% | +472,996+136.7% | Added |
| Allianz Asset Management GmbH | 799,944 | $39.1M | 0.03% | +295,048+58.4% | Added |
| Neuberger Berman Group LLC | 795,145 | $38.9M | 0.03% | −261,377−24.7% | Reduced |
| First Trust Advisors LP | 787,882 | $38.5M | 0.04% | −111,606−12.4% | Reduced |
| Nuveen Asset Management, LLC | 786,805 | $36.5M | 0.01% | +40,015+5.4% | Added |
| Eaton Vance Management | 710,542 | $34.8M | 0.04% | +90.0% | Added |
| Renaissance Technologies LLC | 706,400 | $34.5M | 0.04% | −150,499−17.6% | Reduced |
| Full18 Capital LLC | 699,514 | $34.4M | 7.93% | +497,506+246.3% | Added |
| Credit Suisse AG | 677,549 | $33.1M | 0.03% | −21,386−3.1% | Reduced |
| UBS Group AG | 677,365 | $33.1M | 0.01% | +141,774+26.5% | Added |
| Wells Fargo & Company | 673,758 | $33.0M | 0.01% | +264,027+64.4% | Added |
| D. E. Shaw & Co., Inc. | 614,681 | $30.1M | 0.04% | +44,524+7.8% | Added |
| Ci Investments Inc. | 608,835 | $29.8M | 0.11% | +585,214+2,477.5% | Added |
| Point72 Asset Management, L.P. | 600,000 | $29.3M | 0.13% | −541,800−47.5% | Reduced |
| Bank of New York Mellon Corp | 586,876 | $28.7M | 0.01% | +20,136+3.6% | Added |
| Robeco Institutional Asset Management B.V. | 583,779 | $28.6M | 0.07% | +356,190+156.5% | Added |
| Clark Capital Management Group, Inc. | 583,435 | $28.5M | 0.32% | −345,853−37.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 573,150 | $28.0M | 0.16% | +127,700+28.7% | Added |
| Bank of Nova Scotia | 553,873 | $27.1M | 0.05% | +256,072+86.0% | Added |
| Snowhook Capital Management LP | 536,815 | $26.3M | 9.12% | −208,781−28.0% | Reduced |
| AXA S.A. | 527,000 | $25.8M | 0.07% | +527,000 | New |
| UBS Asset Management Americas Inc | 501,002 | $24.5M | 0.01% | +7,949+1.6% | Added |
| Balyasny Asset Management LLC | 451,908 | $22.1M | 0.10% | +451,908 | New |
| Two Sigma Investments, LP | 450,264 | $22.0M | 0.07% | −470,358−51.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 436,607 | $21.4M | 0.01% | +42,264+10.7% | Added |
| Prudential Financial Inc | 426,182 | $20.8M | 0.03% | +413,486+3,256.8% | Added |
| Two Sigma Advisers, LP | 405,700 | $19.8M | 0.05% | −120,100−22.8% | Reduced |
| Partners Group Holding AG | 404,889 | $19.8M | 1.04% | +17,084+4.4% | Added |
| Wellington Management Group LLP | 384,195 | $18.8M | 0.00% | −165,159−30.1% | Reduced |
| Invesco Ltd. | 383,330 | $18.7M | 0.00% | −119,136−23.7% | Reduced |
| Oppenheimer & Co Inc | 380,470 | $18.6M | 0.34% | +60,318+18.8% | Added |
| Prana Capital Management, LP | 335,167 | $16.4M | 1.31% | −94,775−22.0% | Reduced |
| California Public Employees Retirement System | 334,885 | $16.4M | 0.01% | −24,047−6.7% | Reduced |
| Teacher Retirement System of Texas | 312,998 | $15.3M | 0.08% | −83,878−21.1% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $14.7M | 0.21% | +70,000+30.4% | Added |
| Sargent Investment Group, LLC | 296,225 | $14.5M | 3.66% | −6,575−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 287,406 | $14.1M | 0.02% | −197,809−40.8% | Reduced |
| Public Sector Pension Investment Board | 285,000 | $13.9M | 0.09% | +285,000 | New |
| California State Teachers Retirement System | 275,561 | $13.5M | 0.02% | −14,457−5.0% | Reduced |
| Epoch Investment Partners, Inc. | 263,613 | $12.9M | 0.06% | +35,274+15.4% | Added |
| Federated Hermes, Inc. | 249,857 | $12.2M | 0.03% | +155+0.1% | Added |
| DnB Asset Management AS | 248,910 | $12.2M | 0.07% | −12,168−4.7% | Reduced |
| Voloridge Investment Management, LLC | 245,482 | $12.0M | 0.07% | +114,987+88.1% | Added |
| Barclays PLC | 245,023 | $12.0M | 0.01% | +245,023 | New |
| AustralianSuper Pty Ltd | 222,140 | $10.9M | 0.06% | +4,842+2.2% | Added |
| Janus Henderson Group PLC | 220,109 | $10.8M | 0.01% | −76,775−25.9% | Reduced |
| Frontier Capital Management Co LLC | 211,402 | $10.3M | 0.09% | −775−0.4% | Reduced |
| Alliancebernstein L.P. | 195,631 | $9.57M | 0.00% | +24,832+14.5% | Added |
| New York State Common Retirement Fund | 190,024 | $9.29M | 0.01% | +18,481+10.8% | Added |
| Franklin Resources Inc | 187,232 | $9.16M | 0.00% | +1,720+0.9% | Added |
| Mackenzie Financial Corp | 186,886 | $9.14M | 0.01% | +25,116+15.5% | Added |
| Ensign Peak Advisors, Inc | 186,405 | $9.12M | 0.02% | +43,545+30.5% | Added |
| LPL Financial LLC | 185,324 | $9.06M | 0.01% | −88,265−32.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 183,614 | $8.98M | 0.03% | +158,100+619.7% | Added |
| Citigroup Inc | 167,924 | $8.21M | 0.01% | +21,516+14.7% | Added |
| Verition Fund Management LLC | 166,151 | $8.13M | 0.16% | +91,742+123.3% | Added |
| Man Group plc | 163,826 | $8.01M | 0.03% | −120,660−42.4% | Reduced |
| Alberta Investment Management Corp | 163,800 | $8.01M | 0.05% | +163,800 | New |
| Basswood Capital Management, L.L.C. | 159,174 | $7.79M | 0.37% | +112,410+240.4% | Added |
| Perfromance Wealth Partners, LLC | 158,940 | $7.77M | 0.34% | +3,774+2.4% | Added |
| Equitable Trust Co | 157,054 | $7.68M | 0.49% | +7,008+4.7% | Added |
| Bank of Montreal | 161,242 | $7.53M | 0.00% | −128,801−44.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 153,399 | $7.50M | 0.08% | −769,001−83.4% | Reduced |
| Parametric Portfolio Associates LLC | 143,382 | $7.01M | 0.00% | +85,142+146.2% | Added |
| Korea Investment CORP | 139,700 | $6.83M | 0.02% | +38,900+38.6% | Added |
| Rhumbline Advisers | 136,491 | $6.68M | 0.01% | −17,007−11.1% | Reduced |
| HSBC Holdings PLC | 130,922 | $6.45M | 0.01% | +97,625+293.2% | Added |
| Raymond James & Associates | 131,425 | $6.43M | 0.01% | −12,181−8.5% | Reduced |
| Sit Investment Associates Inc | 131,413 | $6.43M | 0.17% | +27,938+27.0% | Added |