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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 31,746 | $1.55M | 0.01% | +646+2.1% | Added |
| Achmea Investment Management B.V. | 31,218 | $1.53M | 0.04% | +14,565+87.5% | Added |
| D.A. Davidson & Co. | 31,022 | $1.52M | 0.02% | −4,978−13.8% | Reduced |
| Graham Capital Management, L.P. | 30,767 | $1.50M | 0.07% | +30,767 | New |
| Handelsbanken Fonder AB | 30,700 | $1.50M | 0.01% | −5,300−14.7% | 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 |
| Utah Retirement Systems | 28,900 | $1.41M | 0.02% | −500−1.7% | Reduced |
| LGT Fund Management Co Ltd. | 28,058 | $1.39M | 0.18% | +28,058 | New |
| The PNC Financial Services Group, Inc. | 28,053 | $1.37M | 0.00% | +1,872+7.2% | Added |
| Banque Pictet & Cie SA | 28,000 | $1.37M | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 27,725 | $1.36M | 1.23% | −900−3.1% | Reduced |
| Oregon Public Employees Retirement Fund | 27,585 | $1.35M | 0.01% | +500+1.8% | Added |
| Guggenheim Capital LLC | 26,512 | $1.30M | 0.01% | −11,599−30.4% | Reduced |
| Gofen & Glossberg LLC | 26,250 | $1.28M | 0.03% | +5,100+24.1% | Added |
| American National Insurance Co | 26,160 | $1.28M | 0.35% | −5,015−16.1% | Reduced |
| GFG Capital, LLC | 25,932 | $1.27M | 0.38% | +25,932 | New |
| Waterfront Wealth Inc. | 28,440 | $1.27M | 0.45% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 25,886 | $1.27M | 0.00% | +25,058+3,026.3% | Added |
| Mirabella Financial Services LLP | 25,449 | $1.25M | 0.14% | −21,250−45.5% | Reduced |
| Jeppson Wealth Management, LLC | 25,287 | $1.24M | 0.58% | +515+2.1% | Added |
| British Columbia Investment Management Corp | 24,767 | $1.21M | 0.01% | −3,284−11.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 24,589 | $1.20M | 0.43% | −658−2.6% | Reduced |
| Fred Alger Management, LLC | 24,565 | $1.20M | 0.00% | +337+1.4% | Added |
| National Asset Management, Inc. | 23,947 | $1.17M | 0.04% | +1,444+6.4% | Added |
| Jeereddi Investments, LP | 23,858 | $1.17M | 1.34% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 23,789 | $1.16M | 0.01% | −602−2.5% | Reduced |
| Unigestion Holding SA | 24,886 | $1.16M | 0.05% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 23,698 | $1.16M | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23,659 | $1.16M | 0.00% | +20,379+621.3% | Added |
| Snowden Capital Advisors LLC | 23,249 | $1.14M | 0.05% | +1,001+4.5% | Added |
| Voya Investment Management LLC | 23,209 | $1.14M | 0.00% | +30.0% | Added |
| HighTower Advisors, LLC | 22,845 | $1.12M | 0.00% | −82−0.4% | Reduced |
| Elevated Capital Advisors, LLC | 22,716 | $1.11M | 0.37% | +22,716 | New |
| IFM Investors Pty Ltd | 22,240 | $1.09M | 0.02% | +3,769+20.4% | Added |
| 1832 Asset Management L.P. | 21,750 | $1.05M | 0.00% | −231,050−91.4% | Reduced |
| Stamos Capital Partners, L.P. | 21,300 | $1.04M | 0.35% | +21,300 | New |
| U S Global Investors Inc | 21,000 | $1.03M | 0.03% | +21,000 | New |
| Parallax Volatility Advisers, L.P. | 20,561 | $1.01M | 0.02% | +20,561 | New |
| Chapman Investment Management, LLC | 20,200 | $988.0K | 0.53% | 00.0% | Unchanged |
| 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 |
| Natixis Advisors, L.P. | 19,803 | $969.0K | 0.00% | −252−1.3% | Reduced |
| 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 |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 23,719 | $916.0K | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 18,524 | $906.0K | 0.23% | −174−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 18,490 | $904.0K | 0.04% | +1,687+10.0% | Added |
| Nissay Asset Management Corp | 18,442 | $902.0K | 0.01% | +307+1.7% | 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 |
| SG Americas Securities, LLC | 17,425 | $852.0K | 0.01% | +4,316+32.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,021 | $832.0K | 0.00% | −10,666−38.5% | Reduced |
| Holocene Advisors, LP | 16,495 | $807.0K | 0.00% | +16,495 | New |
| Equitable Holdings, Inc. | 16,420 | $803.0K | 0.01% | +1,300+8.6% | Added |
| Carret Asset Management, LLC | 16,300 | $797.0K | 0.09% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 16,243 | $794.0K | 0.03% | −2,857−15.0% | Reduced |
| Weik Capital Management | 16,110 | $788.0K | 0.31% | +5,160+47.1% | Added |
| AdvisorNet Financial, Inc | 16,082 | $787.0K | 0.05% | +315+2.0% | Added |
| Qtron Investments LLC | 16,070 | $786.0K | 0.18% | −1,843−10.3% | Reduced |
| Crossmark Global Holdings, Inc. | 16,050 | $785.0K | 0.02% | +16,050 | New |
| Teza Capital Management LLC | 16,028 | $784.0K | 0.29% | +16,028 | New |
| Baldwin Brothers Inc | 15,900 | $778.0K | 0.08% | 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 |
| Swedbank AB | 15,784 | $772.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,500 | $758.0K | 0.03% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 15,472 | $757.0K | 0.52% | +11+0.1% | Added |
| Gotham Asset Management, LLC | 15,247 | $746.0K | 0.02% | −1,782−10.5% | Reduced |
| Carson Advisory Inc. | 15,200 | $743.0K | 0.74% | 00.0% | Unchanged |
| First Manhattan Co | 14,950 | $731.0K | 0.00% | −1,000−6.3% | Reduced |
| Colony Group LLC | 14,787 | $723.0K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,566 | $712.0K | 0.00% | −1,172,194−98.8% | Reduced |
| Principal Street Partners, LLC | 14,462 | $707.0K | 0.16% | +261+1.8% | Added |
| DuPont Capital Management Corp | 14,371 | $703.0K | 0.03% | +14,371 | New |
| New York State Teachers Retirement System | 14,300 | $699.0K | 0.00% | +300+2.1% | 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 |
| Ossiam | 14,046 | $687.0K | 0.02% | +1,362+10.7% | Added |
| Westpac Banking Corp | 13,824 | $676.1K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 13,749 | $672.0K | 0.31% | +176+1.3% | Added |
| Cresset Asset Management, LLC | 13,070 | $639.0K | 0.01% | −2,155−14.2% | Reduced |
| Affinity Wealth Management LLC | 14,439 | $636.0K | 0.13% | +659+4.8% | 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 |
| Virginia Retirement Systems Et Al | 12,900 | $631.0K | 0.01% | +1,800+16.2% | Added |
| JustInvest LLC | 12,771 | $625.0K | 0.03% | +4,582+56.0% | Added |
| 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 |
| Jackson Square Capital, LLC | 12,650 | $619.0K | 0.19% | +12,650 | New |
| 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 |
| Maryland State Retirement & Pension System | 12,365 | $605.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 12,320 | $603.0K | 0.12% | +368+3.1% | Added |
| 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 |
| Seeyond | 11,944 | $584.0K | 0.06% | −6,441−35.0% | Reduced |
| Jane Street Group, LLC | 11,925 | $583.0K | 0.00% | +5,002+72.3% | Added |