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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 0 | $0 | 0.00% | −28,465−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −19,612−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,809−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −15,335−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −15,132−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −14,112−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,010−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −13,780−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −12,703−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −10,258−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −10,547−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −9,422−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −9,080−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −7,227−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| Great Point Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,798−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,418−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,552−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| South Street Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Ahl Investment Management, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| MD Financial Management Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Crescent Capital Consulting, LLC | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |