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 |
|---|---|---|---|---|---|
| Redmont Wealth Advisors LLC | 4,260 | $208.0K | 0.22% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,250 | $208.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,154 | $203.0K | 0.01% | −762−15.5% | Reduced |
| Cetera Advisor Networks LLC | 4,081 | $200.0K | 0.00% | +4,081 | New |
| State of Wyoming | 3,955 | $193.0K | 0.10% | +1,930+95.3% | Added |
| Pittenger & Anderson Inc | 3,800 | $186.0K | 0.01% | +3,800 | New |
| American Portfolios Advisors | 3,687 | $180.3K | 0.01% | +1,147+45.2% | Added |
| NN Investment Partners Holdings N.V. | 3,600 | $176.0K | 0.00% | −23,000−86.5% | Reduced |
| Arlington Partners LLC | 3,497 | $171.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 3,244 | $158.7K | 0.00% | +3,244 | New |
| Stelac Advisory Services LLC | 3,198 | $156.0K | 0.06% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 3,170 | $155.0K | 0.12% | +3,170 | New |
| Spire Wealth Management | 3,081 | $151.0K | 0.00% | −1,486−32.5% | Reduced |
| IFP Advisors, Inc | 4,178 | $148.0K | 0.00% | +3,052+271.0% | Added |
| Sandy Spring Bank | 2,918 | $143.0K | 0.01% | −390−11.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,744 | $134.0K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,600 | $127.0K | 0.05% | −2,000−43.5% | Reduced |
| Cordasco Financial Network | 2,462 | $120.0K | 0.08% | +13+0.5% | Added |
| Proequities, Inc. | 2,345 | $115.0K | 0.01% | −300−11.3% | Reduced |
| KBC Group NV | 2,240 | $110.0K | 0.00% | −1,342−37.5% | Reduced |
| Zullo Investment Group, Inc. | 2,250 | $110.0K | 0.06% | +2,250 | New |
| Fifth Third Bancorp | 2,229 | $109.0K | 0.00% | −735−24.8% | Reduced |
| Zions Bancorporation, N.A. | 2,186 | $107.0K | 0.01% | +1,280+141.3% | Added |
| Focused Wealth Management, Inc | 2,046 | $100.0K | 0.02% | +3+0.1% | Added |
| Tower View Investment Management & Research LLC | 2,000 | $98.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $98.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $97.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,000 | $97.0K | 0.06% | −107,800−98.2% | Reduced |
| Standard Family Office LLC | 1,938 | $95.0K | 0.03% | +1,938 | New |
| Pinebridge Investments, L.P. | 1,812 | $89.0K | 0.00% | −3,279−64.4% | Reduced |
| US Bancorp | 1,714 | $84.0K | 0.00% | +10+0.6% | Added |
| American International Group, Inc. | 1,698 | $83.0K | 0.00% | −45−2.6% | Reduced |
| Bogart Wealth, LLC | 1,524 | $75.0K | 0.01% | +1,524 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $73.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,462 | $72.0K | 0.01% | +1,462 | New |
| CWM, LLC | 1,423 | $70.0K | 0.00% | +395+38.4% | Added |
| Group One Trading, L.P. | 1,317 | $64.0K | 0.00% | +1,317 | New |
| Edmond de Rothschild Holding S.A. | 1,295 | $63.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,000 | $48.9K | 0.02% | +1,000 | New |
| Parkside Investments, LLC | 1,000 | $48.0K | 0.01% | +1,000 | New |
| Geneos Wealth Management Inc. | 743 | $36.0K | 0.00% | +128+20.8% | Added |
| CVA Family Office, LLC | 625 | $31.0K | 0.01% | +450+257.1% | Added |
| Ellevest, Inc. | 618 | $30.0K | 0.00% | −1−0.2% | Reduced |
| Burleson & Company, LLC | 600 | $29.0K | 0.00% | +600 | New |
| Westside Investment Management, Inc. | 590 | $28.0K | 0.00% | +590 | New |
| Gould Capital, LLC | 535 | $26.0K | 0.02% | +3+0.6% | Added |
| Hexagon Capital Partners LLC | 504 | $25.0K | 0.01% | −102−16.8% | Reduced |
| Global Retirement Partners, LLC | 700 | $25.0K | 0.00% | +700 | New |
| Riverview Trust Co | 343 | $17.0K | 0.01% | +343 | New |
| Plante Moran Financial Advisors, LLC | 320 | $16.0K | 0.00% | +20+6.7% | Added |
| TSFG, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $15.0K | 0.00% | +300 | New |
| Covestor Ltd | 291 | $14.0K | 0.01% | +281+2,810.0% | Added |
| Lenox Wealth Advisors, LLC | 246 | $11.0K | 0.00% | +121+96.8% | Added |
| Parallel Advisors, LLC | 222 | $10.0K | 0.00% | +17+8.3% | Added |
| Column Capital Advisors, LLC | 200 | $10.0K | 0.00% | +200 | New |
| FinTrust Capital Advisors, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Glen Eagle Advisors, LLC | 200 | $9.78K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 193 | $9.00K | 0.00% | −290−60.0% | Reduced |
| Salem Investment Counselors Inc | 141 | $7.00K | 0.00% | −1,511−91.5% | Reduced |
| American Research & Management Co. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 140 | $6.92K | 0.00% | +140 | New |
| Signaturefd, LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 94 | $4.00K | 0.00% | +94 | New |
| Charter Oak Capital Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| FourThought Financial, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Quadrant Capital Group LLC | 64 | $3.00K | 0.00% | +59+1,180.0% | Added |
| Private Capital Group, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Cribstone Capital Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 46 | $2.00K | 0.00% | +33+253.8% | Added |
| Worth Asset Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | +13 | New |
| TCWP LLC | 36 | $1.00K | 0.00% | +36 | New |
| First Horizon Advisors, Inc. | 10 | $0 | 0.00% | −13−56.5% | Reduced |
| Parkside Financial Bank & Trust | 10 | $0 | 0.00% | +3+42.9% | Added |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| 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 |