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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 11,834 | $578.0K | 0.00% | −127−1.1% | Reduced |
| Assetmark, Inc | 11,663 | $570.0K | 0.00% | +11,449+5,350.0% | Added |
| Steel Peak Wealth Management LLC | 11,450 | $560.0K | 0.03% | +11,450 | New |
| Brookfield Asset Management Inc. | 11,240 | $550.0K | 0.00% | +11,240 | New |
| Redpoint Investment Management Pty Ltd | 11,031 | $540.0K | 0.05% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10,905 | $533.0K | 0.16% | +54+0.5% | Added |
| Mercer Global Advisors Inc | 10,810 | $529.0K | 0.00% | +3,053+39.4% | Added |
| Regentatlantic Capital LLC | 10,757 | $526.0K | 0.01% | +930+9.5% | Added |
| MML Investors Services, LLC | 10,562 | $517.0K | 0.00% | +10,562 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $516.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 10,249 | $509.0K | 0.00% | −323,579−96.9% | Reduced |
| Roosevelt Investment Group LLC | 10,000 | $489.0K | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 9,647 | $473.0K | 0.00% | +348+3.7% | Added |
| Van Eck Associates Corp | 9,579 | $469.0K | 0.00% | +1,988+26.2% | Added |
| E&G Advisors, LP | 9,400 | $460.0K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 9,316 | $456.0K | 0.00% | +1,997+27.3% | Added |
| XTX Topco Ltd | 9,227 | $451.0K | 0.20% | +9,227 | New |
| Kovack Advisors, Inc. | 8,995 | $439.0K | 0.05% | +1,491+19.9% | Added |
| Visionary Wealth Advisors | 8,953 | $438.0K | 0.04% | +3,138+54.0% | Added |
| M&T Bank Corp | 8,827 | $432.0K | 0.00% | −1,517−14.7% | Reduced |
| Raymond James Trust N.A. | 8,419 | $412.0K | 0.01% | −579−6.4% | Reduced |
| Belpointe Asset Management LLC | 8,395 | $411.0K | 0.02% | +8,395 | New |
| Manufacturers Life Insurance Company, The | 8,272 | $404.6K | 0.00% | +1,881+29.4% | Added |
| Segment Wealth Management, LLC | 8,200 | $401.0K | 0.04% | +8,200 | New |
| Sawtooth Solutions, LLC | 8,146 | $398.0K | 0.05% | −6,806−45.5% | Reduced |
| Slow Capital, Inc. | 8,108 | $397.0K | 0.07% | −41,148−83.5% | Reduced |
| Gsa Capital Partners LLP | 8,029 | $393.0K | 0.05% | +8,029 | New |
| Paloma Partners Management Co | 7,900 | $386.0K | 0.03% | −17,259−68.6% | 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 |
| Stonnington Group, LLC | 8,900 | $383.0K | 0.09% | −8,100−47.6% | 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 |
| AE Wealth Management LLC | 7,763 | $380.0K | 0.00% | −2,454−24.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,720 | $377.0K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,576 | $371.0K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 7,500 | $367.0K | 0.01% | +7,500 | New |
| 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 |
| Williams Jones Wealth Management, LLC. | 7,435 | $364.0K | 0.01% | +502+7.2% | Added |
| Principle Wealth Partners LLC | 7,200 | $352.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,176 | $351.0K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,096 | $347.0K | 0.03% | +7,096 | New |
| Keebeck Wealth Management, LLC | 7,057 | $345.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,985 | $341.6K | 0.00% | −100−1.4% | Reduced |
| Aaron Wealth Advisors | 16,531 | $338.0K | 0.01% | +16,531 | New |
| 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 |
| Integrated Wealth Concepts LLC | 6,692 | $327.0K | 0.01% | +104+1.6% | Added |
| 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 |
| Cetera Investment Advisers | 6,507 | $318.0K | 0.00% | −602−8.5% | Reduced |
| Umb Bank N A | 6,244 | $305.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,224 | $304.0K | 0.00% | +686+12.4% | Added |
| 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 |
| Spirit of America Management Corp | 6,050 | $296.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Fiduciary Group LLC | 8,100 | $287.0K | 0.04% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,822 | $285.0K | 0.11% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,800 | $284.0K | 0.12% | +100+1.8% | Added |
| Magnus Financial Group LLC | 5,696 | $279.0K | 0.05% | +13+0.2% | Added |
| Lincoln National Corp | 5,676 | $278.0K | 0.01% | +31+0.5% | Added |
| Harbor Investment Advisory, LLC | 5,600 | $274.0K | 0.04% | +400+7.7% | Added |
| Triad Financial Advisors, Inc. | 5,580 | $273.0K | 0.15% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,500 | $269.0K | 0.16% | −2,000−26.7% | Reduced |
| Greenwich Investment Management, Inc. | 5,292 | $259.0K | 0.16% | +320+6.4% | Added |
| Regatta Capital Group, LLC | 5,144 | $252.0K | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 5,096 | $249.0K | 0.01% | −245−4.6% | Reduced |
| Northeast Investment Management | 5,027 | $246.0K | 0.01% | +27+0.5% | Added |
| 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 |
| M Holdings Securities, Inc. | 4,981 | $244.0K | 0.02% | +4,981 | New |
| B. Metzler seel. Sohn & Co. AG | 4,954 | $242.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,920 | $241.0K | 0.00% | −14,747−75.0% | Reduced |
| Matrix Private Capital Group LLC | 4,900 | $240.0K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,807 | $235.0K | 0.00% | +4,807 | New |
| Macquarie Group Ltd | 4,777 | $234.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,554 | $233.0K | 0.03% | +554+9.2% | Added |
| Monetary Management Group Inc | 4,750 | $232.0K | 0.06% | +4,750 | New |
| Meristem Family Wealth, LLC | 4,722 | $231.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 4,725 | $231.0K | 0.00% | +4,725 | New |
| 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 |
| Highlander Capital Management, LLC | 4,550 | $223.0K | 0.10% | +2,550+127.5% | Added |
| Leonteq Securities AG | 4,508 | $220.5K | 0.01% | +913+25.4% | Added |
| 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 |
| 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 |
| Vident Investment Advisory, LLC | 4,397 | $215.0K | 0.01% | +4,397 | New |
| HB Wealth Management, LLC | 4,383 | $214.0K | 0.00% | +4,383 | New |
| Seven Eight Capital, LP | 4,337 | $212.0K | 0.03% | +4,337 | New |
| 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 |