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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 4,777 | $234.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,807 | $235.0K | 0.00% | +4,807 | New |
| Matrix Private Capital Group LLC | 4,900 | $240.0K | 0.12% | 00.0% | Unchanged |
| Blair William & Co | 4,920 | $241.0K | 0.00% | −14,747−75.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,954 | $242.0K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,981 | $244.0K | 0.02% | +4,981 | New |
| Guyasuta Investment Advisors Inc | 5,000 | $245.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 5,017 | $245.0K | 0.14% | +300+6.4% | Added |
| Northeast Investment Management | 5,027 | $246.0K | 0.01% | +27+0.5% | Added |
| Diversified Trust Co | 5,096 | $249.0K | 0.01% | −245−4.6% | Reduced |
| Regatta Capital Group, LLC | 5,144 | $252.0K | 0.09% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 5,292 | $259.0K | 0.16% | +320+6.4% | Added |
| Sterneck Capital Management, LLC | 5,500 | $269.0K | 0.16% | −2,000−26.7% | Reduced |
| Triad Financial Advisors, Inc. | 5,580 | $273.0K | 0.15% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,600 | $274.0K | 0.04% | +400+7.7% | Added |
| Lincoln National Corp | 5,676 | $278.0K | 0.01% | +31+0.5% | Added |
| Magnus Financial Group LLC | 5,696 | $279.0K | 0.05% | +13+0.2% | Added |
| Westbourne Investment Advisors, Inc. | 5,800 | $284.0K | 0.12% | +100+1.8% | Added |
| BigSur Wealth Management LLC | 5,822 | $285.0K | 0.11% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,100 | $287.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,938 | $290.0K | 0.00% | +3,115+110.3% | Added |
| Quantbot Technologies LP | 5,940 | $290.0K | 0.03% | +5,940 | New |
| Leavell Investment Management, Inc. | 6,000 | $293.0K | 0.02% | −10,750−64.2% | Reduced |
| Vontobel Holding Ltd. | 6,000 | $293.0K | 0.00% | −769−11.4% | Reduced |
| Parcion Private Wealth LLC | 6,000 | $293.0K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,050 | $296.0K | 0.06% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,183 | $302.0K | 0.17% | +2,877+87.0% | Added |
| Wagner Wealth Management, LLC | 6,166 | $302.0K | 0.21% | +3,373+120.8% | Added |
| Kestra Advisory Services, LLC | 6,224 | $304.0K | 0.00% | +686+12.4% | Added |
| Umb Bank N A | 6,244 | $305.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,507 | $318.0K | 0.00% | −602−8.5% | Reduced |
| Acadian Asset Management LLC | 6,682 | $326.0K | 0.00% | −50,099−88.2% | Reduced |
| Fiduciary Trust Co | 6,657 | $326.0K | 0.01% | +6,657 | New |
| Integrated Wealth Concepts LLC | 6,692 | $327.0K | 0.01% | +104+1.6% | Added |
| Qube Research & Technologies Ltd | 6,862 | $336.0K | 0.00% | −331,679−98.0% | Reduced |
| Captrust Financial Advisors | 6,876 | $336.0K | 0.00% | +5,587+433.4% | Added |
| Aaron Wealth Advisors | 16,531 | $338.0K | 0.01% | +16,531 | New |
| Federation des caisses Desjardins du Quebec | 6,985 | $341.6K | 0.00% | −100−1.4% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $345.0K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,096 | $347.0K | 0.03% | +7,096 | New |
| Mission Wealth Management, LP | 7,176 | $351.0K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,200 | $352.0K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,435 | $364.0K | 0.01% | +502+7.2% | Added |
| Fort Sheridan Advisors LLC | 7,475 | $366.0K | 0.11% | +975+15.0% | Added |
| Moors & Cabot, Inc. | 7,478 | $366.0K | 0.02% | +1,325+21.5% | Added |
| Glenview Trust Co | 7,500 | $367.0K | 0.01% | +7,500 | New |
| Daiwa Securities Group Inc. | 7,576 | $371.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,720 | $377.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,763 | $380.0K | 0.00% | −2,454−24.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,786 | $381.0K | 0.00% | +531+7.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,780 | $381.0K | 0.05% | +1,060+15.8% | Added |
| Stonnington Group, LLC | 8,900 | $383.0K | 0.09% | −8,100−47.6% | Reduced |
| Apollon Wealth Management, LLC | 7,871 | $385.0K | 0.03% | +10+0.1% | Added |
| Thoroughbred Financial Services, LLC | 7,880 | $385.0K | 0.06% | +22+0.3% | Added |
| Paloma Partners Management Co | 7,900 | $386.0K | 0.03% | −17,259−68.6% | Reduced |
| Gsa Capital Partners LLP | 8,029 | $393.0K | 0.05% | +8,029 | New |
| Slow Capital, Inc. | 8,108 | $397.0K | 0.07% | −41,148−83.5% | Reduced |
| Sawtooth Solutions, LLC | 8,146 | $398.0K | 0.05% | −6,806−45.5% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $401.0K | 0.04% | +8,200 | New |
| Manufacturers Life Insurance Company, The | 8,272 | $404.6K | 0.00% | +1,881+29.4% | Added |
| Belpointe Asset Management LLC | 8,395 | $411.0K | 0.02% | +8,395 | New |
| Raymond James Trust N.A. | 8,419 | $412.0K | 0.01% | −579−6.4% | Reduced |
| M&T Bank Corp | 8,827 | $432.0K | 0.00% | −1,517−14.7% | Reduced |
| Visionary Wealth Advisors | 8,953 | $438.0K | 0.04% | +3,138+54.0% | Added |
| Kovack Advisors, Inc. | 8,995 | $439.0K | 0.05% | +1,491+19.9% | Added |
| XTX Topco Ltd | 9,227 | $451.0K | 0.20% | +9,227 | New |
| Creative Planning | 9,316 | $456.0K | 0.00% | +1,997+27.3% | Added |
| E&G Advisors, LP | 9,400 | $460.0K | 0.13% | 00.0% | Unchanged |
| Van Eck Associates Corp | 9,579 | $469.0K | 0.00% | +1,988+26.2% | Added |
| Nordea Investment Management AB | 9,647 | $473.0K | 0.00% | +348+3.7% | Added |
| Roosevelt Investment Group LLC | 10,000 | $489.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 10,249 | $509.0K | 0.00% | −323,579−96.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $516.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,562 | $517.0K | 0.00% | +10,562 | New |
| Regentatlantic Capital LLC | 10,757 | $526.0K | 0.01% | +930+9.5% | Added |
| Mercer Global Advisors Inc | 10,810 | $529.0K | 0.00% | +3,053+39.4% | Added |
| Bellwether Advisors, LLC | 10,905 | $533.0K | 0.16% | +54+0.5% | Added |
| Redpoint Investment Management Pty Ltd | 11,031 | $540.0K | 0.05% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 11,240 | $550.0K | 0.00% | +11,240 | New |
| Steel Peak Wealth Management LLC | 11,450 | $560.0K | 0.03% | +11,450 | New |
| Assetmark, Inc | 11,663 | $570.0K | 0.00% | +11,449+5,350.0% | Added |
| ProShare Advisors LLC | 11,834 | $578.0K | 0.00% | −127−1.1% | Reduced |
| Jane Street Group, LLC | 11,925 | $583.0K | 0.00% | +5,002+72.3% | Added |
| Seeyond | 11,944 | $584.0K | 0.06% | −6,441−35.0% | Reduced |
| Ethic Inc. | 12,198 | $597.0K | 0.04% | +3,703+43.6% | Added |
| Point72 Hong Kong Ltd | 12,203 | $597.0K | 0.05% | +12,203 | New |
| Mirador Capital Partners LP | 12,320 | $603.0K | 0.12% | +368+3.1% | Added |
| Maryland State Retirement & Pension System | 12,365 | $605.0K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 12,618 | $617.0K | 0.02% | +751+6.3% | Added |
| OneAscent Wealth Management LLC | 12,606 | $617.0K | 0.31% | +12,606 | New |
| Jackson Square Capital, LLC | 12,650 | $619.0K | 0.19% | +12,650 | New |
| TD Asset Management Inc | 12,692 | $621.0K | 0.00% | −194−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 12,701 | $621.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 12,771 | $625.0K | 0.03% | +4,582+56.0% | Added |
| Virginia Retirement Systems Et Al | 12,900 | $631.0K | 0.01% | +1,800+16.2% | Added |
| McGowan Group Asset Management, Inc. | 12,945 | $633.0K | 0.10% | +11+0.1% | Added |
| Fort Point Capital Partners LLC | 12,950 | $633.0K | 0.10% | +2,405+22.8% | Added |
| Affinity Wealth Management LLC | 14,439 | $636.0K | 0.13% | +659+4.8% | Added |
| Cresset Asset Management, LLC | 13,070 | $639.0K | 0.01% | −2,155−14.2% | Reduced |
| Tranquility Partners, LLC | 13,749 | $672.0K | 0.31% | +176+1.3% | Added |