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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 186,886 | $9.14M | 0.01% | +25,116+15.5% | Added |
| Franklin Resources Inc | 187,232 | $9.16M | 0.00% | +1,720+0.9% | Added |
| New York State Common Retirement Fund | 190,024 | $9.29M | 0.01% | +18,481+10.8% | Added |
| Alliancebernstein L.P. | 195,631 | $9.57M | 0.00% | +24,832+14.5% | Added |
| Frontier Capital Management Co LLC | 211,402 | $10.3M | 0.09% | −775−0.4% | Reduced |
| Janus Henderson Group PLC | 220,109 | $10.8M | 0.01% | −76,775−25.9% | Reduced |
| AustralianSuper Pty Ltd | 222,140 | $10.9M | 0.06% | +4,842+2.2% | Added |
| Barclays PLC | 245,023 | $12.0M | 0.01% | +245,023 | New |
| Voloridge Investment Management, LLC | 245,482 | $12.0M | 0.07% | +114,987+88.1% | Added |
| DnB Asset Management AS | 248,910 | $12.2M | 0.07% | −12,168−4.7% | Reduced |
| Federated Hermes, Inc. | 249,857 | $12.2M | 0.03% | +155+0.1% | Added |
| Epoch Investment Partners, Inc. | 263,613 | $12.9M | 0.06% | +35,274+15.4% | Added |
| California State Teachers Retirement System | 275,561 | $13.5M | 0.02% | −14,457−5.0% | Reduced |
| Public Sector Pension Investment Board | 285,000 | $13.9M | 0.09% | +285,000 | New |
| Allspring Global Investments Holdings, LLC | 287,406 | $14.1M | 0.02% | −197,809−40.8% | Reduced |
| Sargent Investment Group, LLC | 296,225 | $14.5M | 3.66% | −6,575−2.2% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $14.7M | 0.21% | +70,000+30.4% | Added |
| Teacher Retirement System of Texas | 312,998 | $15.3M | 0.08% | −83,878−21.1% | Reduced |
| California Public Employees Retirement System | 334,885 | $16.4M | 0.01% | −24,047−6.7% | Reduced |
| Prana Capital Management, LP | 335,167 | $16.4M | 1.31% | −94,775−22.0% | Reduced |
| Oppenheimer & Co Inc | 380,470 | $18.6M | 0.34% | +60,318+18.8% | Added |
| Invesco Ltd. | 383,330 | $18.7M | 0.00% | −119,136−23.7% | Reduced |
| Wellington Management Group LLP | 384,195 | $18.8M | 0.00% | −165,159−30.1% | Reduced |
| Partners Group Holding AG | 404,889 | $19.8M | 1.04% | +17,084+4.4% | Added |
| Two Sigma Advisers, LP | 405,700 | $19.8M | 0.05% | −120,100−22.8% | Reduced |
| Prudential Financial Inc | 426,182 | $20.8M | 0.03% | +413,486+3,256.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 436,607 | $21.4M | 0.01% | +42,264+10.7% | Added |
| Two Sigma Investments, LP | 450,264 | $22.0M | 0.07% | −470,358−51.1% | Reduced |
| Balyasny Asset Management LLC | 451,908 | $22.1M | 0.10% | +451,908 | New |
| UBS Asset Management Americas Inc | 501,002 | $24.5M | 0.01% | +7,949+1.6% | Added |
| AXA S.A. | 527,000 | $25.8M | 0.07% | +527,000 | New |
| Snowhook Capital Management LP | 536,815 | $26.3M | 9.12% | −208,781−28.0% | Reduced |
| Bank of Nova Scotia | 553,873 | $27.1M | 0.05% | +256,072+86.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 573,150 | $28.0M | 0.16% | +127,700+28.7% | Added |
| Clark Capital Management Group, Inc. | 583,435 | $28.5M | 0.32% | −345,853−37.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 583,779 | $28.6M | 0.07% | +356,190+156.5% | Added |
| Bank of New York Mellon Corp | 586,876 | $28.7M | 0.01% | +20,136+3.6% | Added |
| Point72 Asset Management, L.P. | 600,000 | $29.3M | 0.13% | −541,800−47.5% | Reduced |
| Ci Investments Inc. | 608,835 | $29.8M | 0.11% | +585,214+2,477.5% | Added |
| D. E. Shaw & Co., Inc. | 614,681 | $30.1M | 0.04% | +44,524+7.8% | Added |
| Wells Fargo & Company | 673,758 | $33.0M | 0.01% | +264,027+64.4% | Added |
| UBS Group AG | 677,365 | $33.1M | 0.01% | +141,774+26.5% | Added |
| Credit Suisse AG | 677,549 | $33.1M | 0.03% | −21,386−3.1% | Reduced |
| Full18 Capital LLC | 699,514 | $34.4M | 7.93% | +497,506+246.3% | Added |
| Renaissance Technologies LLC | 706,400 | $34.5M | 0.04% | −150,499−17.6% | Reduced |
| Eaton Vance Management | 710,542 | $34.8M | 0.04% | +90.0% | Added |
| Nuveen Asset Management, LLC | 786,805 | $36.5M | 0.01% | +40,015+5.4% | Added |
| First Trust Advisors LP | 787,882 | $38.5M | 0.04% | −111,606−12.4% | Reduced |
| Neuberger Berman Group LLC | 795,145 | $38.9M | 0.03% | −261,377−24.7% | Reduced |
| Allianz Asset Management GmbH | 799,944 | $39.1M | 0.03% | +295,048+58.4% | Added |
| JPMorgan Chase & Co | 818,942 | $40.1M | 0.01% | +472,996+136.7% | Added |
| Royal Bank of Canada | 824,335 | $40.3M | 0.01% | +304,718+58.6% | Added |
| Charles Schwab Investment Management Inc | 849,953 | $41.6M | 0.01% | +34,991+4.3% | Added |
| Natixis | 961,886 | $47.0M | 0.16% | +961,886 | New |
| Davis Capital Partners, LLC | 1,000,000 | $48.9M | 2.41% | +1,000,000 | New |
| LGT Capital Partners Ltd. | 1,012,212 | $49.5M | 1.41% | +152,212+17.7% | Added |
| FMR LLC | 1,023,912 | $50.1M | 0.00% | −1,115,712−52.1% | Reduced |
| Brown Advisory Inc | 1,058,166 | $51.8M | 0.08% | +450.0% | Added |
| Assenagon Asset Management S.A. | 1,206,010 | $59.0M | 0.19% | −1,748,281−59.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,237,000 | $60.5M | 0.72% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 1,265,983 | $61.9M | 0.08% | +1,265,983 | New |
| Goldman Sachs Group Inc | 1,271,646 | $62.2M | 0.02% | +86,298+7.3% | Added |
| Northern Trust Corp | 1,444,686 | $70.7M | 0.01% | +24,352+1.7% | Added |
| DekaBank Deutsche Girozentrale | 1,590,270 | $74.3M | 0.18% | +1,575,474+10,648.0% | Added |
| First Republic Investment Management, Inc. | 1,836,319 | $89.8M | 0.19% | +135,311+8.0% | Added |
| Samlyn Capital, LLC | 1,876,925 | $91.8M | 1.39% | −1,193,807−38.9% | Reduced |
| Norges Bank | 1,972,397 | $96.5M | 0.02% | +392,191+24.8% | Added |
| Bessemer Group Inc | 2,027,005 | $99.1M | 0.21% | +50.0% | Added |
| Geode Capital Management, LLC | 2,397,104 | $117.1M | 0.01% | +190,686+8.6% | Added |
| Bamco Inc | 2,414,842 | $118.1M | 0.29% | −35,450−1.4% | Reduced |
| Bank of America Corp | 2,748,292 | $134.4M | 0.01% | +747,040+37.3% | Added |
| Legal & General Group Plc | 2,886,978 | $141.2M | 0.04% | +280,980+10.8% | Added |
| Millennium Management LLC | 2,936,768 | $143.6M | 0.18% | −640,583−17.9% | Reduced |
| State Street Corp | 4,082,247 | $199.7M | 0.01% | +89,982+2.3% | Added |
| Security Benefit Life Insurance Co | 4,188,306 | $204.8M | 11.77% | +4,188,306 | New |
| Deutsche Bank AG | 6,869,792 | $336.0M | 0.16% | +3,848,459+127.4% | Added |
| Alkeon Capital Management LLC | 11,353,685 | $555.3M | 2.49% | +2,570,000+29.3% | Added |
| BlackRock Inc. | 15,257,115 | $746.2M | 0.02% | +1,020,504+7.2% | Added |
| Vulcan Value Partners, LLC | 16,121,237 | $788.5M | 4.84% | −487,886−2.9% | Reduced |
| Capital World Investors | 19,284,597 | $943.2M | 0.16% | −30,662−0.2% | Reduced |
| Vanguard Group Inc | 19,624,219 | $959.8M | 0.02% | +703,271+3.7% | Added |
| Morgan Stanley | 20,265,065 | $991.2M | 0.13% | +2,043,587+11.2% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −890,084−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −753,997−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −664,358−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −305,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −267,797−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −231,250−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | – | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −200,133−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −157,200−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −135,202−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −109,818−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −86,373−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −61,468−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −43,346−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −37,985−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −32,721−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −32,523−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −28,589−100.0% | Sold out |