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Carlyle Group Inc.

CG
Exchange
Nasdaq
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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

Q2 2022 vs. Q1 2022

How the institutions holding Carlyle Group Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of CG: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders48211441−30
Shares188.7M970.0K191.0M+3.29M (+1.8%)
Value$9.22B$47.6M$6.04B−$3.13B (−34.1%)

11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Carlyle Group Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to CG in Q2 2022
InstitutionSharesValue% of portfolio
Polaris Capital Management, LLC984,300$31.2M1.11%
Marshall Wace, LLP546,765$17.3M0.04%
Walleye Capital LLC415,665$13.2M0.38%
Phase 2 Partners, LLC313,454$9.92M5.10%
Baltimore-Washington Financial Advisors, Inc.220,890$6.99M0.75%
Andra AP-fonden96,600$3.06M0.09%
Kingdon Capital Management, L.L.C.75,000$2.38M0.63%
Stanley-Laman Group, Ltd.71,322$2.26M0.40%
Cinctive Capital Management LP65,655$2.08M0.10%
Alaska Permanent Fund Corp63,700$2.02M0.03%
Cerity Partners LLC49,742$1.57M0.02%
BI Asset Management Fondsmaeglerselskab A/S46,554$1.47M0.06%
Campbell & CO Investment Adviser LLC45,806$1.45M0.39%
Magnetar Financial LLC39,544$1.25M0.01%
Tudor Investment Corp Et Al32,717$1.04M0.03%
Estate Counselors, LLC30,243$957.0K0.14%
Aigen Investment Management, LP28,895$915.0K0.15%
Bayesian Capital Management, LP24,938$790.0K0.15%
Prelude Capital Management, LLC22,741$720.0K0.04%
Caption Management, LLC22,500$712.0K0.06%
OneAscent Financial Services LLC16,318$517.0K0.23%
Jump Financial, LLC15,200$481.0K0.02%
Intech Investment Management LLC15,020$476.0K0.00%
Panagora Asset Management Inc13,906$440.0K0.00%
Toroso Investments, LLC13,871$439.0K0.02%
Mirae Asset Global Investments Co., Ltd.13,704$434.0K0.00%
FORA Capital, LLC13,241$419.0K0.08%
Walleye Trading LLC12,109$383.0K0.01%
Schroder Investment Management Group10,855$352.0K0.00%
Foster & Motley Inc11,023$349.0K0.03%
Transatlantique Private Wealth LLC10,189$323.0K0.22%
Engineers Gate Manager LP9,717$308.0K0.01%
Kendall Capital Management9,405$298.0K0.16%
Y-Intercept (Hong Kong) Ltd7,904$250.0K0.03%
Yorktown Management & Research Co Inc7,500$237.0K0.31%
Boothbay Fund Management, LLC7,475$237.0K0.01%
EdgeRock Capital LLC7,491$237.0K0.16%
Quantamental Technologies LLC7,036$223.0K0.10%
Pluribus Labs, LLC6,913$219.0K0.40%
Advisory Services Network, LLC6,553$208.0K0.01%
HighTower Trust Services, LTA16,730$161.0K0.03%
SeaCrest Wealth Management, LLC4,467$141.0K0.02%
Altshuler Shaham Ltd3,719$118.0K0.00%
Itau Unibanco Holding S.A.3,462$110.0K0.00%
Tobam1,912$61.0K0.00%
BOK Financial Private Wealth, Inc.1,300$41.0K0.00%
GHP Investment Advisors, Inc.295$9.00K0.00%
GPS Wealth Strategies Group, LLC300$9.00K0.00%
Caz Investments LP200$6.00K0.02%
Chilton Capital Management LLC159$5.00K0.00%
Sargent Bickham Lagudis LLC57$2.00K0.00%
Harbour Investments, Inc.23$1.00K0.00%
Private Trust Co NA32$1.00K0.00%
Bell Investment Advisors, Inc35$1.00K0.00%
Oliver Lagore Vanvalin Investment Group25$1.00K0.00%
Total Clarity Wealth Management, Inc.2$00.00%
Wolff Wiese Magana LLC15$00.00%
B. Riley Wealth Management, Inc.8,894––

Sold out (88)

Institutions that held Carlyle Group Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of CG in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Samlyn Capital, LLC1,876,925$91.8M
Clark Capital Management Group, Inc.583,435$28.5M
Hudson Bay Capital Management LP300,000$14.7M
Public Sector Pension Investment Board285,000$13.9M
Mackenzie Financial Corp186,886$9.14M
Weiss Multi-Strategy Advisers LLC117,707$5.76M
Castellan Group, LLC94,220$4.61M
ClariVest Asset Management LLC88,100$4.31M
Miller Value Partners, LLC88,000$4.30M
Wealth Enhancement Advisory Services, LLC70,150$3.45M
Integrated Advisors Network LLC70,608$3.45M
O'Shares Investment Advisers, LLC68,149$3.33M
Caisse de Depot Et Placement du Quebec67,900$3.32M
Poehling Capital Management, LLC66,707$3.26M
Swiss Life Asset Management Ltd49,631$2.43M
LGT Group Foundation40,038$1.98M
Graham Capital Management, L.P.30,767$1.50M
LGT Fund Management Co Ltd.28,058$1.39M
Oregon Public Employees Retirement Fund27,585$1.35M
Guggenheim Capital LLC26,512$1.30M
Jeereddi Investments, LP23,858$1.17M
State of Alaska, Department of Revenue23,789$1.16M
Unigestion Holding SA24,886$1.16M
U S Global Investors Inc21,000$1.03M
Independent Solutions Wealth Management, LLC18,524$906.0K
Crossmark Global Holdings, Inc.16,050$785.0K
Jackson Square Capital, LLC12,650$619.0K
OneAscent Wealth Management LLC12,606$617.0K
Point72 Hong Kong Ltd12,203$597.0K
Jane Street Group, LLC11,925$583.0K
Brookfield Asset Management Inc.11,240$550.0K
Bellwether Advisors, LLC10,905$533.0K
XTX Topco Ltd9,227$451.0K
Gsa Capital Partners LLP8,029$393.0K
Stonnington Group, LLC8,900$383.0K
Asahi Life Asset Management Co., Ltd.7,780$381.0K
Mission Wealth Management, LP7,176$351.0K
Csenge Advisory Group7,096$347.0K
Aaron Wealth Advisors16,531$338.0K
Integrated Wealth Concepts LLC6,692$327.0K
Acadian Asset Management LLC6,682$326.0K
Cetera Investment Advisers6,507$318.0K
Kestra Advisory Services, LLC6,224$304.0K
Wagner Wealth Management, LLC6,166$302.0K
Leavell Investment Management, Inc.6,000$293.0K
Parcion Private Wealth LLC6,000$293.0K
BigSur Wealth Management LLC5,822$285.0K
Westbourne Investment Advisors, Inc.5,800$284.0K
Magnus Financial Group LLC5,696$279.0K
Triad Financial Advisors, Inc.5,580$273.0K
Greenwich Investment Management, Inc.5,292$259.0K
Regatta Capital Group, LLC5,144$252.0K
Diversified Trust Co5,096$249.0K
Guyasuta Investment Advisors Inc5,000$245.0K
Colonial River Wealth Management, LLC5,017$245.0K
M Holdings Securities, Inc.4,981$244.0K
B. Metzler seel. Sohn & Co. AG4,954$242.0K
Blair William & Co4,920$241.0K
Matrix Private Capital Group LLC4,900$240.0K
Prudential PLC4,725$231.0K
Arete Wealth Advisors, LLC4,574$224.0K
Sheaff Brock Investment Advisors, LLC4,574$224.0K
Capstone Investment Advisors, LLC4,495$220.0K
International Assets Investment Management, LLC4,496$220.0K
Driehaus Capital Management LLC4,428$217.0K
Vident Investment Advisory, LLC4,397$215.0K
HB Wealth Management, LLC4,383$214.0K
Seven Eight Capital, LP4,337$212.0K
Rathbone Brothers plc4,300$210.0K
Capital Investment Advisors, LLC4,300$210.0K
Pictet & Cie (Europe) SA4,250$208.0K
Redmont Wealth Advisors LLC4,260$208.0K
U.S. Capital Wealth Advisors, LLC4,154$203.0K
Pittenger & Anderson Inc3,800$186.0K
Stelac Advisory Services LLC3,198$156.0K
Standard Family Office LLC1,938$95.0K
Pinebridge Investments, L.P.1,812$89.0K
Valley National Advisers Inc1,462$72.0K
Group One Trading, L.P.1,317$64.0K
Herold Advisors, Inc.1,000$48.9K
Riverview Trust Co343$17.0K
TD Waterhouse Canada Inc.140$6.92K
Lazard Asset Management LLC94$4.00K
Charter Oak Capital Management, LLC75$4.00K
Carolinas Wealth Consulting LLC13$1.00K
TCWP LLC36$1.00K
TCI Wealth Advisors, Inc.3$0
First Horizon Advisors, Inc.10$0

Not filed for Q2 2022 yet (11)

Institutions that held Carlyle Group Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Full18 Capital LLC699,514$34.4M
Parametric Portfolio Associates LLC143,382$7.01M
Amalgamated Financial Corp.28,991$1.42M
American National Insurance Co26,160$1.28M
American National Registered Investment Advisor, Inc.24,589$1.20M
Elevated Capital Advisors, LLC22,716$1.11M
Virginia Retirement Systems Et Al12,900$631.0K
Meristem Family Wealth, LLC4,722$231.0K
NN Investment Partners Holdings N.V.3,600$176.0K
Nauset Wealth Management. LLC3,170$155.0K
Lenox Wealth Advisors, LLC246$11.0K