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, Q2 2022
Institutional positions in Carlyle Group Inc. as of Jun 30, 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
- 441
- −30 vs. Q1 2022
- Shares held
- 191.0M
- +3.29M (+1.8%) vs. Q1 2022
- Total value
- $6.04B
- −$3.13B (−34.1%) vs. Q1 2022
- New holders
- 58
- 203 more added
- Sold out
- 88
- 129 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,756,548 | $720.5M | 0.02% | +3,132,329+16.0% | Added |
| Morgan Stanley | 22,292,589 | $705.8M | 0.09% | +2,027,524+10.0% | Added |
| Capital World Investors | 17,637,654 | $558.4M | 0.12% | −1,646,943−8.5% | Reduced |
| Vulcan Value Partners, LLC | 14,819,027 | $469.2M | 4.59% | −1,302,210−8.1% | Reduced |
| BlackRock Inc. | 14,407,938 | $456.2M | 0.01% | −849,177−5.6% | Reduced |
| Alkeon Capital Management LLC | 12,988,685 | $411.2M | 2.47% | +1,635,000+14.4% | Added |
| State Street Corp | 4,588,645 | $145.3M | 0.01% | +506,398+12.4% | Added |
| Norges Bank | 4,100,600 | $129.8M | 0.03% | +2,128,203+107.9% | Added |
| Legal & General Group Plc | 3,299,130 | $104.5M | 0.04% | +412,152+14.3% | Added |
| Geode Capital Management, LLC | 2,762,226 | $87.4M | 0.01% | +365,122+15.2% | Added |
| Bank of America Corp | 2,745,212 | $86.9M | 0.01% | −3,080−0.1% | Reduced |
| Security Benefit Life Insurance Co | 2,617,691 | $82.9M | 5.01% | −1,570,615−37.5% | Reduced |
| Bank of Nova Scotia | 2,466,850 | $78.1M | 0.19% | +1,912,977+345.4% | Added |
| Bamco Inc | 2,414,652 | $76.4M | 0.25% | −1900.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,068,346 | $65.5M | 0.30% | +1,884,732+1,026.5% | Added |
| Bessemer Group Inc | 2,025,000 | $64.1M | 0.16% | −2,005−0.1% | Reduced |
| First Republic Investment Management, Inc. | 1,857,512 | $58.8M | 0.15% | +21,193+1.2% | Added |
| Artisan Partners Limited Partnership | 1,847,856 | $58.5M | 0.10% | +581,873+46.0% | Added |
| Millennium Management LLC | 1,697,946 | $53.8M | 0.07% | −1,238,822−42.2% | Reduced |
| Goldman Sachs Group Inc | 1,652,654 | $52.3M | 0.02% | +381,008+30.0% | Added |
| Northern Trust Corp | 1,551,620 | $49.1M | 0.01% | +106,934+7.4% | Added |
| Davis Capital Partners, LLC | 1,500,000 | $47.5M | 2.70% | +500,000+50.0% | Added |
| Allianz Asset Management GmbH | 1,439,775 | $45.6M | 0.05% | +639,831+80.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,237,000 | $39.2M | 0.56% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,204,371 | $38.1M | 0.16% | −1,639−0.1% | Reduced |
| Citadel Advisors LLC | 1,186,940 | $37.6M | 0.05% | +1,059,246+829.5% | Added |
| FMR LLC | 1,086,044 | $34.4M | 0.00% | +62,132+6.1% | Added |
| LGT Capital Partners Ltd. | 1,060,000 | $33.6M | 1.02% | +47,788+4.7% | Added |
| Brown Advisory Inc | 1,043,484 | $33.0M | 0.06% | −14,682−1.4% | Reduced |
| Balyasny Asset Management LLC | 1,002,183 | $31.7M | 0.13% | +550,275+121.8% | Added |
| Polaris Capital Management, LLC | 984,300 | $31.2M | 1.11% | +984,300 | New |
| National Bank of Canada | 957,180 | $30.3M | 0.16% | +946,931+9,239.3% | Added |
| First Trust Advisors LP | 947,966 | $30.0M | 0.04% | +160,084+20.3% | Added |
| Charles Schwab Investment Management Inc | 926,128 | $29.3M | 0.01% | +76,175+9.0% | Added |
| Credit Suisse AG | 832,278 | $26.3M | 0.03% | +154,729+22.8% | Added |
| Neuberger Berman Group LLC | 801,315 | $25.4M | 0.03% | +6,170+0.8% | Added |
| Eaton Vance Management | 786,531 | $24.9M | 0.03% | +75,989+10.7% | Added |
| Nuveen Asset Management, LLC | 781,518 | $24.7M | 0.01% | −5,287−0.7% | Reduced |
| UBS Asset Management Americas Inc | 739,718 | $23.4M | 0.01% | +238,716+47.6% | Added |
| Schonfeld Strategic Advisors LLC | 716,257 | $22.7M | 0.24% | +562,858+366.9% | Added |
| Bank of New York Mellon Corp | 714,584 | $22.6M | 0.01% | +127,708+21.8% | Added |
| Wells Fargo & Company | 708,011 | $22.4M | 0.01% | +34,253+5.1% | Added |
| Deutsche Bank AG | 688,445 | $21.8M | 0.01% | −6,181,347−90.0% | Reduced |
| JPMorgan Chase & Co | 622,053 | $19.7M | 0.00% | −196,889−24.0% | Reduced |
| Natixis | 612,599 | $19.4M | 0.07% | −349,287−36.3% | Reduced |
| Point72 Asset Management, L.P. | 559,700 | $17.7M | 0.08% | −40,300−6.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 554,338 | $17.6M | 0.01% | +117,731+27.0% | Added |
| D. E. Shaw & Co., Inc. | 550,426 | $17.4M | 0.03% | −64,255−10.5% | Reduced |
| Marshall Wace, LLP | 546,765 | $17.3M | 0.04% | +546,765 | New |
| UBS Group AG | 534,204 | $16.9M | 0.01% | −143,161−21.1% | Reduced |
| Partners Group Holding AG | 508,072 | $16.1M | 0.95% | +103,183+25.5% | Added |
| AustralianSuper Pty Ltd | 507,971 | $16.1M | 0.11% | +285,831+128.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 486,538 | $15.4M | 0.11% | −86,612−15.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 475,275 | $15.0M | 0.05% | −108,504−18.6% | Reduced |
| Invesco Ltd. | 442,706 | $14.0M | 0.00% | +59,376+15.5% | Added |
| Snowhook Capital Management LP | 428,459 | $13.6M | 6.88% | −108,356−20.2% | Reduced |
| Walleye Capital LLC | 415,665 | $13.2M | 0.38% | +415,665 | New |
| Royal Bank of Canada | 397,072 | $12.6M | 0.00% | −427,263−51.8% | Reduced |
| Renaissance Technologies LLC | 378,200 | $12.0M | 0.01% | −328,200−46.5% | Reduced |
| New York State Common Retirement Fund | 376,161 | $11.9M | 0.02% | +186,137+98.0% | Added |
| Bank of Montreal | 296,643 | $11.5M | 0.01% | +135,401+84.0% | Added |
| Verition Fund Management LLC | 348,679 | $11.0M | 0.24% | +182,528+109.9% | Added |
| Prana Capital Management, LP | 348,064 | $11.0M | 0.84% | +12,897+3.8% | Added |
| Oppenheimer & Co Inc | 338,257 | $10.7M | 0.23% | −42,213−11.1% | Reduced |
| California State Teachers Retirement System | 335,266 | $10.6M | 0.02% | +59,705+21.7% | Added |
| Algebris (UK) Ltd | 559,555 | $10.0M | 4.03% | +515,703+1,176.0% | Added |
| Ci Investments Inc. | 316,652 | $10.0M | 0.05% | −292,183−48.0% | Reduced |
| California Public Employees Retirement System | 314,052 | $9.94M | 0.01% | −20,833−6.2% | Reduced |
| Phase 2 Partners, LLC | 313,454 | $9.92M | 5.10% | +313,454 | New |
| Sargent Investment Group, LLC | 302,060 | $9.56M | 2.96% | +5,835+2.0% | Added |
| Two Sigma Advisers, LP | 300,000 | $9.50M | 0.03% | −105,700−26.1% | Reduced |
| HSBC Holdings PLC | 288,394 | $9.14M | 0.01% | +157,472+120.3% | Added |
| Citigroup Inc | 269,105 | $8.52M | 0.01% | +101,181+60.3% | Added |
| Voloridge Investment Management, LLC | 266,175 | $8.43M | 0.04% | +20,693+8.4% | Added |
| Aviva PLC | 254,652 | $8.06M | 0.04% | +205,729+420.5% | Added |
| Federated Hermes, Inc. | 245,375 | $7.77M | 0.02% | −4,482−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 236,910 | $7.50M | 0.04% | −26,703−10.1% | Reduced |
| Susquehanna International Group, LLP | 235,038 | $7.44M | 0.02% | +113,845+93.9% | Added |
| Twin Tree Management, LP | 231,952 | $7.34M | 0.14% | +133,409+135.4% | Added |
| Frontier Capital Management Co LLC | 225,085 | $7.13M | 0.08% | +13,683+6.5% | Added |
| DnB Asset Management AS | 221,342 | $7.01M | 0.05% | −27,568−11.1% | Reduced |
| Alliancebernstein L.P. | 220,902 | $6.99M | 0.00% | +25,271+12.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 220,890 | $6.99M | 0.75% | +220,890 | New |
| Teacher Retirement System of Texas | 213,053 | $6.75M | 0.05% | −99,945−31.9% | Reduced |
| Equitable Trust Co | 198,471 | $6.28M | 0.47% | +41,417+26.4% | Added |
| Allspring Global Investments Holdings, LLC | 198,448 | $6.28M | 0.01% | −88,958−31.0% | Reduced |
| Rhumbline Advisers | 197,763 | $6.26M | 0.01% | +61,272+44.9% | Added |
| Ensign Peak Advisors, Inc | 190,210 | $6.02M | 0.01% | +3,805+2.0% | Added |
| Barclays PLC | 177,683 | $5.63M | 0.01% | −67,340−27.5% | Reduced |
| Victory Capital Management Inc | 160,863 | $5.09M | 0.01% | +810+0.5% | Added |
| Strategic Global Advisors, LLC | 155,904 | $4.94M | 0.75% | +118,148+312.9% | Added |
| Franklin Resources Inc | 154,656 | $4.90M | 0.00% | −32,576−17.4% | Reduced |
| Great West Life Assurance Co | 154,069 | $4.88M | 0.01% | +78,181+103.0% | Added |
| Perfromance Wealth Partners, LLC | 145,564 | $4.61M | 0.26% | −13,376−8.4% | Reduced |
| State of Wisconsin Investment Board | 142,669 | $4.52M | 0.01% | +24,211+20.4% | Added |
| Basswood Capital Management, L.L.C. | 137,006 | $4.34M | 0.27% | −22,168−13.9% | Reduced |
| Ameriprise Financial Inc | 134,032 | $4.24M | 0.00% | +18,211+15.7% | Added |
| Alps Advisors Inc | 133,769 | $4.24M | 0.04% | +65,422+95.7% | Added |
| Sit Investment Associates Inc | 133,068 | $4.21M | 0.13% | +1,655+1.3% | Added |
| Amundi | 131,074 | $4.00M | 0.00% | −4,394−3.2% | Reduced |