Skip to main content

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

Q1 2022 vs. Q4 2021

How the institutions holding Carlyle Group Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of CG: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders4616482+27
Shares178.5M180.5K188.7M+10.4M (+5.8%)
Value$9.80B$9.91M$9.22B−$576.5M (−5.9%)

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Carlyle Group Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to CG in Q1 2022
InstitutionSharesValue% of portfolio
Security Benefit Life Insurance Co4,188,306$204.8M11.77%
Artisan Partners Limited Partnership1,265,983$61.9M0.08%
Davis Capital Partners, LLC1,000,000$48.9M2.41%
Natixis961,886$47.0M0.16%
AXA S.A.527,000$25.8M0.07%
Balyasny Asset Management LLC451,908$22.1M0.10%
Public Sector Pension Investment Board285,000$13.9M0.09%
Barclays PLC245,023$12.0M0.01%
Alberta Investment Management Corp163,800$8.01M0.05%
Weiss Multi-Strategy Advisers LLC117,707$5.76M0.14%
AMF Pensionsforsakring AB87,030$4.26M0.03%
Putnam Investments LLC80,988$3.96M0.01%
Integrated Advisors Network LLC70,608$3.45M0.20%
Hennessy Advisors Inc66,000$3.23M0.17%
Allstate Corp44,867$2.19M0.06%
Royal London Asset Management Ltd43,923$2.15M0.01%
Algebris (UK) Ltd43,852$2.15M1.03%
Capital Fund Management S.A.41,042$2.01M0.05%
Trexquant Investment LP38,528$1.88M0.09%
Squarepoint Ops LLC37,024$1.81M0.01%
FJ Capital Management LLC34,575$1.69M0.15%
Graham Capital Management, L.P.30,767$1.50M0.07%
Amalgamated Financial Corp.28,991$1.42M0.01%
LGT Fund Management Co Ltd.28,058$1.39M0.18%
GFG Capital, LLC25,932$1.27M0.38%
Elevated Capital Advisors, LLC22,716$1.11M0.37%
Stamos Capital Partners, L.P.21,300$1.04M0.35%
U S Global Investors Inc21,000$1.03M0.03%
Parallax Volatility Advisers, L.P.20,561$1.01M0.02%
Holocene Advisors, LP16,495$807.0K0.00%
Crossmark Global Holdings, Inc.16,050$785.0K0.02%
Teza Capital Management LLC16,028$784.0K0.29%
Echo Street Capital Management LLC15,833$774.0K0.01%
DuPont Capital Management Corp14,371$703.0K0.03%
Jackson Square Capital, LLC12,650$619.0K0.19%
OneAscent Wealth Management LLC12,606$617.0K0.31%
Point72 Hong Kong Ltd12,203$597.0K0.05%
Steel Peak Wealth Management LLC11,450$560.0K0.03%
Brookfield Asset Management Inc.11,240$550.0K0.00%
MML Investors Services, LLC10,562$517.0K0.00%
XTX Topco Ltd9,227$451.0K0.20%
Belpointe Asset Management LLC8,395$411.0K0.02%
Segment Wealth Management, LLC8,200$401.0K0.04%
Gsa Capital Partners LLP8,029$393.0K0.05%
Glenview Trust Co7,500$367.0K0.01%
Csenge Advisory Group7,096$347.0K0.03%
Aaron Wealth Advisors16,531$338.0K0.01%
Fiduciary Trust Co6,657$326.0K0.01%
Quantbot Technologies LP5,940$290.0K0.03%
M Holdings Securities, Inc.4,981$244.0K0.02%
Atria Wealth Solutions, Inc.4,807$235.0K0.00%
Monetary Management Group Inc4,750$232.0K0.06%
Prudential PLC4,725$231.0K0.00%
Capstone Investment Advisors, LLC4,495$220.0K0.00%
Driehaus Capital Management LLC4,428$217.0K0.00%
Ameritas Advisory Services, LLC4,440$217.0K0.01%
Vident Investment Advisory, LLC4,397$215.0K0.01%
HB Wealth Management, LLC4,383$214.0K0.00%
Seven Eight Capital, LP4,337$212.0K0.03%
Rathbone Brothers plc4,300$210.0K0.00%
Cetera Advisor Networks LLC4,081$200.0K0.00%
Pittenger & Anderson Inc3,800$186.0K0.01%
MetLife Investment Management3,244$158.7K0.00%
Nauset Wealth Management. LLC3,170$155.0K0.12%
Zullo Investment Group, Inc.2,250$110.0K0.06%
Standard Family Office LLC1,938$95.0K0.03%
Bogart Wealth, LLC1,524$75.0K0.01%
Valley National Advisers Inc1,462$72.0K0.01%
Group One Trading, L.P.1,317$64.0K0.00%
Herold Advisors, Inc.1,000$48.9K0.02%
Parkside Investments, LLC1,000$48.0K0.01%
Burleson & Company, LLC600$29.0K0.00%
Westside Investment Management, Inc.590$28.0K0.00%
Global Retirement Partners, LLC700$25.0K0.00%
Riverview Trust Co343$17.0K0.01%
Clear Street Markets LLC300$15.0K0.00%
Column Capital Advisors, LLC200$10.0K0.00%
FinTrust Capital Advisors, LLC200$10.0K0.00%
Glen Eagle Advisors, LLC200$9.78K0.00%
TD Waterhouse Canada Inc.140$6.92K0.00%
Lazard Asset Management LLC94$4.00K0.00%
Charter Oak Capital Management, LLC75$4.00K0.00%
FourThought Financial, LLC75$4.00K0.00%
Private Capital Group, LLC52$3.00K0.00%
Worth Asset Management, LLC50$2.00K0.00%
Carolinas Wealth Consulting LLC13$1.00K0.00%
TCWP LLC36$1.00K0.00%
TCI Wealth Advisors, Inc.3$00.00%
Capital Advisors, Ltd. LLC9$00.00%

Sold out (62)

Institutions that held Carlyle Group Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of CG in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Marshall Wace, LLP890,084$48.9M
Moore Capital Management, LP753,997$41.4M
Gillson Capital LP664,358$36.5M
SeaTown Holdings Pte. Ltd.305,000$16.7M
Nomura Holdings Inc267,797$14.7M
Connor, Clark & Lunn Investment Management Ltd.231,250$12.7M
Baltimore-Washington Financial Advisors, Inc.–$12.2M
Philadelphia Financial Management of San Francisco, LLC200,133$11.0M
Caption Management, LLC157,200$8.63M
BI Asset Management Fondsmaeglerselskab A/S135,202$7.42M
Phase 2 Partners, LLC109,818$6.03M
Cinctive Capital Management LP86,373$4.74M
Worldquant Millennium Advisors LLC61,468$3.38M
Aigen Investment Management, LP43,346$2.34M
Banco Bilbao Vizcaya Argentaria, S.A.37,985$2.06M
Caas Capital Management LP32,721$1.80M
Empowered Funds, LLC32,523$1.79M
Moody Lynn & Lieberson, LLC28,589$1.57M
Walleye Trading LLC28,465$1.56M
Pearl River Capital, LLC19,612$1.08M
Simplex Trading, LLC15,809$867.0K
Private Advisory Group LLC15,335$842.0K
Ashton Thomas Private Wealth, LLC15,132$830.7K
Old Mission Capital LLC14,112$775.0K
Mirae Asset Global Investments Co., Ltd.14,010$769.0K
Braun-Bostich & Associates Inc.13,780$701.0K
Cutler Group LP12,703$697.0K
McDonald Partners LLC10,600$581.9K
Absolute Capital Management, LLC10,600$581.9K
Insight Advisors, LLC10,258$563.0K
Sunbelt Securities, Inc.10,547$522.0K
Bramshill Investments, LLC9,422$517.0K
Oak Thistle LLC9,080$498.0K
USA Financial Portformulas Corp7,227$397.0K
Dakota Wealth Management7,000$384.0K
Twinbeech Capital LP6,287$345.0K
Great Point Wealth Advisors, LLC6,000$329.0K
Walleye Capital LLC5,798$318.0K
Quantamental Technologies LLC5,418$297.0K
Magnetar Financial LLC5,260$289.0K
Lombard Odier Asset Management (Switzerland) SA5,053$277.0K
Oliver Luxxe Assets LLC4,919$270.0K
Boothbay Fund Management, LLC4,552$250.0K
Ibex Wealth Advisors4,105$225.0K
American Trust4,082$224.0K
Engineers Gate Manager LP4,053$223.0K
South Street Advisors LLC4,000$220.0K
Westover Capital Advisors, LLC4,000$220.0K
SeaCrest Wealth Management, LLC3,967$218.0K
B. Riley Wealth Management, Inc.3,942$216.0K
Glenmede Trust Co NA3,765$206.0K
Personal Capital Advisors Corp3,752$206.0K
Metropolitan Life Insurance Co3,236$177.7K
GraniteShares Advisors LLC1,639$89.0K
Pacer Advisors, Inc.1,176$65.0K
Ahl Investment Management, Inc.400$22.0K
Chilton Capital Management LLC159$9.00K
Altshuler Shaham Ltd136$7.00K
Dark Forest Capital Management LP74$4.00K
CoreCap Advisors, LLC45$2.00K
Mystic Asset Management, Inc.43$2.00K
TD Private Client Wealth LLC15$824

Not filed for Q1 2022 yet (6)

Institutions that held Carlyle Group Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden153,700$8.44M
MD Financial Management Inc.20,136$1.10M
NEXT Financial Group, Inc5,017$275.0K
Crescent Capital Consulting, LLC1,500$82.0K
Bell Investment Advisors, Inc94$5.00K
Harbour Investments, Inc.39$2.00K