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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 13,824 | $676.1K | 0.01% | 00.0% | Unchanged |
| Ossiam | 14,046 | $687.0K | 0.02% | +1,362+10.7% | Added |
| USS Investment Management Ltd | 14,153 | $692.0K | 0.01% | −20,863−59.6% | Reduced |
| Tower Research Capital LLC (TRC) | 14,144 | $692.0K | 0.01% | +11,940+541.7% | Added |
| New York State Teachers Retirement System | 14,300 | $699.0K | 0.00% | +300+2.1% | Added |
| DuPont Capital Management Corp | 14,371 | $703.0K | 0.03% | +14,371 | New |
| Principal Street Partners, LLC | 14,462 | $707.0K | 0.16% | +261+1.8% | Added |
| Arrowstreet Capital, Limited Partnership | 14,566 | $712.0K | 0.00% | −1,172,194−98.8% | Reduced |
| Colony Group LLC | 14,787 | $723.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 14,950 | $731.0K | 0.00% | −1,000−6.3% | Reduced |
| Carson Advisory Inc. | 15,200 | $743.0K | 0.74% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 15,247 | $746.0K | 0.02% | −1,782−10.5% | Reduced |
| O'Rourke & Company, Inc | 15,472 | $757.0K | 0.52% | +11+0.1% | Added |
| Ameritas Investment Partners, Inc. | 15,500 | $758.0K | 0.03% | 00.0% | Unchanged |
| Swedbank AB | 15,784 | $772.0K | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 15,816 | $774.0K | 0.13% | +8,905+128.9% | Added |
| Echo Street Capital Management LLC | 15,833 | $774.0K | 0.01% | +15,833 | New |
| Baldwin Brothers Inc | 15,900 | $778.0K | 0.08% | 00.0% | Unchanged |
| Teza Capital Management LLC | 16,028 | $784.0K | 0.29% | +16,028 | New |
| Crossmark Global Holdings, Inc. | 16,050 | $785.0K | 0.02% | +16,050 | New |
| Qtron Investments LLC | 16,070 | $786.0K | 0.18% | −1,843−10.3% | Reduced |
| AdvisorNet Financial, Inc | 16,082 | $787.0K | 0.05% | +315+2.0% | Added |
| Weik Capital Management | 16,110 | $788.0K | 0.31% | +5,160+47.1% | Added |
| Guinness Asset Management LTD | 16,243 | $794.0K | 0.03% | −2,857−15.0% | Reduced |
| Carret Asset Management, LLC | 16,300 | $797.0K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 16,420 | $803.0K | 0.01% | +1,300+8.6% | Added |
| Holocene Advisors, LP | 16,495 | $807.0K | 0.00% | +16,495 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,021 | $832.0K | 0.00% | −10,666−38.5% | Reduced |
| SG Americas Securities, LLC | 17,425 | $852.0K | 0.01% | +4,316+32.9% | Added |
| Dividend Assets Capital, LLC | 18,200 | $890.0K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18,200 | $890.0K | 0.07% | +700+4.0% | Added |
| Nissay Asset Management Corp | 18,442 | $902.0K | 0.01% | +307+1.7% | Added |
| Kestra Private Wealth Services, LLC | 18,490 | $904.0K | 0.04% | +1,687+10.0% | Added |
| Independent Solutions Wealth Management, LLC | 18,524 | $906.0K | 0.23% | −174−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 23,719 | $916.0K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 18,766 | $918.0K | 0.19% | −23,100−55.2% | Reduced |
| Standard Life Aberdeen plc | 18,418 | $918.0K | 0.00% | +10,707+138.9% | Added |
| Garrison Bradford & Associates Inc | 19,687 | $963.0K | 0.94% | −291−1.5% | Reduced |
| Banque Cantonale Vaudoise | 19,700 | $963.0K | 0.04% | +17,400+756.5% | Added |
| Natixis Advisors, L.P. | 19,803 | $969.0K | 0.00% | −252−1.3% | Reduced |
| Capitolis Advisors LLC | 20,105 | $983.0K | 0.05% | −86,584−81.2% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $983.0K | 0.00% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 20,200 | $988.0K | 0.53% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 20,561 | $1.01M | 0.02% | +20,561 | New |
| U S Global Investors Inc | 21,000 | $1.03M | 0.03% | +21,000 | New |
| Stamos Capital Partners, L.P. | 21,300 | $1.04M | 0.35% | +21,300 | New |
| 1832 Asset Management L.P. | 21,750 | $1.05M | 0.00% | −231,050−91.4% | Reduced |
| IFM Investors Pty Ltd | 22,240 | $1.09M | 0.02% | +3,769+20.4% | Added |
| Elevated Capital Advisors, LLC | 22,716 | $1.11M | 0.37% | +22,716 | New |
| HighTower Advisors, LLC | 22,845 | $1.12M | 0.00% | −82−0.4% | Reduced |
| Voya Investment Management LLC | 23,209 | $1.14M | 0.00% | +30.0% | Added |
| Snowden Capital Advisors LLC | 23,249 | $1.14M | 0.05% | +1,001+4.5% | Added |
| Loomis Sayles & Co L P | 23,659 | $1.16M | 0.00% | +20,379+621.3% | Added |
| Gulf International Bank (UK) Ltd | 23,698 | $1.16M | 0.02% | 00.0% | Unchanged |
| Unigestion Holding SA | 24,886 | $1.16M | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 23,789 | $1.16M | 0.01% | −602−2.5% | Reduced |
| Jeereddi Investments, LP | 23,858 | $1.17M | 1.34% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,947 | $1.17M | 0.04% | +1,444+6.4% | Added |
| Fred Alger Management, LLC | 24,565 | $1.20M | 0.00% | +337+1.4% | Added |
| American National Registered Investment Advisor, Inc. | 24,589 | $1.20M | 0.43% | −658−2.6% | Reduced |
| British Columbia Investment Management Corp | 24,767 | $1.21M | 0.01% | −3,284−11.7% | Reduced |
| Jeppson Wealth Management, LLC | 25,287 | $1.24M | 0.58% | +515+2.1% | Added |
| Mirabella Financial Services LLP | 25,449 | $1.25M | 0.14% | −21,250−45.5% | Reduced |
| Canada Pension Plan Investment Board | 25,886 | $1.27M | 0.00% | +25,058+3,026.3% | Added |
| Waterfront Wealth Inc. | 28,440 | $1.27M | 0.45% | 00.0% | Unchanged |
| GFG Capital, LLC | 25,932 | $1.27M | 0.38% | +25,932 | New |
| American National Insurance Co | 26,160 | $1.28M | 0.35% | −5,015−16.1% | Reduced |
| Gofen & Glossberg LLC | 26,250 | $1.28M | 0.03% | +5,100+24.1% | Added |
| Guggenheim Capital LLC | 26,512 | $1.30M | 0.01% | −11,599−30.4% | Reduced |
| Oregon Public Employees Retirement Fund | 27,585 | $1.35M | 0.01% | +500+1.8% | Added |
| Emfo, LLC | 27,725 | $1.36M | 1.23% | −900−3.1% | Reduced |
| Banque Pictet & Cie SA | 28,000 | $1.37M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,053 | $1.37M | 0.00% | +1,872+7.2% | Added |
| LGT Fund Management Co Ltd. | 28,058 | $1.39M | 0.18% | +28,058 | New |
| Utah Retirement Systems | 28,900 | $1.41M | 0.02% | −500−1.7% | Reduced |
| Amalgamated Bank | 28,991 | $1.42M | 0.01% | −315−1.1% | Reduced |
| Amalgamated Financial Corp. | 28,991 | $1.42M | 0.01% | +28,991 | New |
| Handelsbanken Fonder AB | 30,700 | $1.50M | 0.01% | −5,300−14.7% | Reduced |
| Graham Capital Management, L.P. | 30,767 | $1.50M | 0.07% | +30,767 | New |
| D.A. Davidson & Co. | 31,022 | $1.52M | 0.02% | −4,978−13.8% | Reduced |
| Achmea Investment Management B.V. | 31,218 | $1.53M | 0.04% | +14,565+87.5% | Added |
| Nomura Asset Management Co Ltd | 31,746 | $1.55M | 0.01% | +646+2.1% | Added |
| Wolverine Trading, LLC | 34,574 | $1.61M | 0.05% | +23,307+206.9% | Added |
| Herbst Group, LLC | 34,205 | $1.67M | 1.11% | +3,705+12.1% | Added |
| FJ Capital Management LLC | 34,575 | $1.69M | 0.15% | +34,575 | New |
| Toronto Dominion Bank | 35,772 | $1.75M | 0.00% | +2,907+8.8% | Added |
| Steward Partners Investment Advisory, LLC | 36,536 | $1.79M | 0.03% | +2,344+6.9% | Added |
| Kercheville Advisors, LLC | 36,700 | $1.79M | 0.85% | +1,700+4.9% | Added |
| Squarepoint Ops LLC | 37,024 | $1.81M | 0.01% | +37,024 | New |
| Principal Financial Group Inc | 37,595 | $1.84M | 0.00% | +22,795+154.0% | Added |
| Strategic Global Advisors, LLC | 37,756 | $1.85M | 0.27% | +1,471+4.1% | Added |
| Trexquant Investment LP | 38,528 | $1.88M | 0.09% | +38,528 | New |
| Capital Management Associates | 38,910 | $1.90M | 2.04% | −225−0.6% | Reduced |
| Donoghue Forlines LLC | 39,246 | $1.92M | 0.42% | −13,284−25.3% | Reduced |
| MMBG Investment Advisors Co. | 40,000 | $1.96M | 0.20% | 00.0% | Unchanged |
| LGT Group Foundation | 40,038 | $1.98M | 0.05% | +24,033+150.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,615 | $1.99M | 0.01% | −1,091−2.6% | Reduced |
| Capital Fund Management S.A. | 41,042 | $2.01M | 0.05% | +41,042 | New |
| CIBC Asset Management Inc | 41,389 | $2.02M | 0.01% | +26,188+172.3% | Added |
| Rockefeller Capital Management L.P. | 41,724 | $2.04M | 0.01% | +2,770+7.1% | Added |