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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 10 | $0 | 0.00% | −13−56.5% | Reduced |
| Parkside Financial Bank & Trust | 10 | $0 | 0.00% | +3+42.9% | Added |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | +13 | New |
| TCWP LLC | 36 | $1.00K | 0.00% | +36 | New |
| Cribstone Capital Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 46 | $2.00K | 0.00% | +33+253.8% | Added |
| Worth Asset Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Quadrant Capital Group LLC | 64 | $3.00K | 0.00% | +59+1,180.0% | Added |
| Private Capital Group, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Lazard Asset Management LLC | 94 | $4.00K | 0.00% | +94 | New |
| Charter Oak Capital Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| FourThought Financial, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 140 | $6.92K | 0.00% | +140 | New |
| Salem Investment Counselors Inc | 141 | $7.00K | 0.00% | −1,511−91.5% | Reduced |
| American Research & Management Co. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 193 | $9.00K | 0.00% | −290−60.0% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $9.78K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 222 | $10.0K | 0.00% | +17+8.3% | Added |
| Column Capital Advisors, LLC | 200 | $10.0K | 0.00% | +200 | New |
| FinTrust Capital Advisors, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Lenox Wealth Advisors, LLC | 246 | $11.0K | 0.00% | +121+96.8% | Added |
| Covestor Ltd | 291 | $14.0K | 0.01% | +281+2,810.0% | Added |
| TSFG, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $15.0K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 320 | $16.0K | 0.00% | +20+6.7% | Added |
| Riverview Trust Co | 343 | $17.0K | 0.01% | +343 | New |
| Hexagon Capital Partners LLC | 504 | $25.0K | 0.01% | −102−16.8% | Reduced |
| Global Retirement Partners, LLC | 700 | $25.0K | 0.00% | +700 | New |
| Gould Capital, LLC | 535 | $26.0K | 0.02% | +3+0.6% | Added |
| Westside Investment Management, Inc. | 590 | $28.0K | 0.00% | +590 | New |
| Burleson & Company, LLC | 600 | $29.0K | 0.00% | +600 | New |
| Ellevest, Inc. | 618 | $30.0K | 0.00% | −1−0.2% | Reduced |
| CVA Family Office, LLC | 625 | $31.0K | 0.01% | +450+257.1% | Added |
| Geneos Wealth Management Inc. | 743 | $36.0K | 0.00% | +128+20.8% | Added |
| Parkside Investments, LLC | 1,000 | $48.0K | 0.01% | +1,000 | New |
| Herold Advisors, Inc. | 1,000 | $48.9K | 0.02% | +1,000 | New |
| Washington Trust Co | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,295 | $63.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,317 | $64.0K | 0.00% | +1,317 | New |
| CWM, LLC | 1,423 | $70.0K | 0.00% | +395+38.4% | Added |
| Valley National Advisers Inc | 1,462 | $72.0K | 0.01% | +1,462 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $73.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,524 | $75.0K | 0.01% | +1,524 | New |
| American International Group, Inc. | 1,698 | $83.0K | 0.00% | −45−2.6% | Reduced |
| US Bancorp | 1,714 | $84.0K | 0.00% | +10+0.6% | Added |
| Pinebridge Investments, L.P. | 1,812 | $89.0K | 0.00% | −3,279−64.4% | Reduced |
| Standard Family Office LLC | 1,938 | $95.0K | 0.03% | +1,938 | New |
| Castleview Partners, LLC | 2,000 | $97.0K | 0.06% | −107,800−98.2% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $97.8K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,000 | $98.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $98.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,046 | $100.0K | 0.02% | +3+0.1% | Added |
| Zions Bancorporation, N.A. | 2,186 | $107.0K | 0.01% | +1,280+141.3% | Added |
| Fifth Third Bancorp | 2,229 | $109.0K | 0.00% | −735−24.8% | Reduced |
| KBC Group NV | 2,240 | $110.0K | 0.00% | −1,342−37.5% | Reduced |
| Zullo Investment Group, Inc. | 2,250 | $110.0K | 0.06% | +2,250 | New |
| Proequities, Inc. | 2,345 | $115.0K | 0.01% | −300−11.3% | Reduced |
| Cordasco Financial Network | 2,462 | $120.0K | 0.08% | +13+0.5% | Added |
| Denali Advisors LLC | 2,600 | $127.0K | 0.05% | −2,000−43.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,744 | $134.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,918 | $143.0K | 0.01% | −390−11.8% | Reduced |
| IFP Advisors, Inc | 4,178 | $148.0K | 0.00% | +3,052+271.0% | Added |
| Spire Wealth Management | 3,081 | $151.0K | 0.00% | −1,486−32.5% | Reduced |
| Nauset Wealth Management. LLC | 3,170 | $155.0K | 0.12% | +3,170 | New |
| Stelac Advisory Services LLC | 3,198 | $156.0K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 3,244 | $158.7K | 0.00% | +3,244 | New |
| Arlington Partners LLC | 3,497 | $171.0K | 0.05% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 3,600 | $176.0K | 0.00% | −23,000−86.5% | Reduced |
| American Portfolios Advisors | 3,687 | $180.3K | 0.01% | +1,147+45.2% | Added |
| Pittenger & Anderson Inc | 3,800 | $186.0K | 0.01% | +3,800 | New |
| State of Wyoming | 3,955 | $193.0K | 0.10% | +1,930+95.3% | Added |
| Cetera Advisor Networks LLC | 4,081 | $200.0K | 0.00% | +4,081 | New |
| U.S. Capital Wealth Advisors, LLC | 4,154 | $203.0K | 0.01% | −762−15.5% | Reduced |
| Redmont Wealth Advisors LLC | 4,260 | $208.0K | 0.22% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,250 | $208.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,300 | $210.0K | 0.01% | +200+4.9% | Added |
| Rathbone Brothers plc | 4,300 | $210.0K | 0.00% | +4,300 | New |
| Seven Eight Capital, LP | 4,337 | $212.0K | 0.03% | +4,337 | New |
| HB Wealth Management, LLC | 4,383 | $214.0K | 0.00% | +4,383 | New |
| Vident Investment Advisory, LLC | 4,397 | $215.0K | 0.01% | +4,397 | New |
| Driehaus Capital Management LLC | 4,428 | $217.0K | 0.00% | +4,428 | New |
| Ameritas Advisory Services, LLC | 4,440 | $217.0K | 0.01% | +4,440 | New |
| International Assets Investment Management, LLC | 4,496 | $220.0K | 0.04% | +128+2.9% | Added |
| Wellington Shields & Co., LLC | 4,505 | $220.0K | 0.07% | +680+17.8% | Added |
| Capstone Investment Advisors, LLC | 4,495 | $220.0K | 0.00% | +4,495 | New |
| Leonteq Securities AG | 4,508 | $220.5K | 0.01% | +913+25.4% | Added |
| Highlander Capital Management, LLC | 4,550 | $223.0K | 0.10% | +2,550+127.5% | Added |
| Arete Wealth Advisors, LLC | 4,574 | $224.0K | 0.02% | −5,977−56.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,574 | $224.0K | 0.02% | +53+1.2% | Added |
| Meristem Family Wealth, LLC | 4,722 | $231.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 4,725 | $231.0K | 0.00% | +4,725 | New |
| Monetary Management Group Inc | 4,750 | $232.0K | 0.06% | +4,750 | New |
| Jaffetilchin Investment Partners, LLC | 6,554 | $233.0K | 0.03% | +554+9.2% | Added |