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 |
|---|---|---|---|---|---|
| Insight Financial Services | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2 | $0 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 15 | $0 | 0.00% | +15 | New |
| FourThought Financial, LLC | 16 | $1.00K | 0.00% | −59−78.7% | Reduced |
| Cribstone Capital Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Harbour Investments, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Private Trust Co NA | 32 | $1.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 35 | $1.00K | 0.00% | +35 | New |
| Oliver Lagore Vanvalin Investment Group | 25 | $1.00K | 0.00% | +25 | New |
| Private Capital Group, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $2.00K | 0.00% | +50+500.0% | Added |
| Sargent Bickham Lagudis LLC | 57 | $2.00K | 0.00% | +57 | New |
| Signaturefd, LLC | 107 | $3.00K | 0.00% | −21−16.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 144 | $5.00K | 0.00% | +80+125.0% | Added |
| Glassman Wealth Services | 144 | $5.00K | 0.00% | +98+213.0% | Added |
| Chilton Capital Management LLC | 159 | $5.00K | 0.00% | +159 | New |
| Column Capital Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 193 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 200 | $6.00K | 0.02% | +200 | New |
| Glen Eagle Advisors, LLC | 200 | $6.33K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 245 | $8.00K | 0.00% | −380−60.8% | Reduced |
| Clear Street Markets LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 291 | $9.00K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 286 | $9.00K | 0.00% | +262+1,091.7% | Added |
| GHP Investment Advisors, Inc. | 295 | $9.00K | 0.00% | +295 | New |
| GPS Wealth Strategies Group, LLC | 300 | $9.00K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 300 | $10.0K | 0.00% | −400−57.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 320 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 307 | $10.0K | 0.00% | +85+38.3% | Added |
| Castleview Partners, LLC | 1,288 | $11.1K | 0.01% | −712−35.6% | Reduced |
| Loomis Sayles & Co L P | 426 | $13.0K | 0.00% | −23,233−98.2% | Reduced |
| Ellevest, Inc. | 442 | $14.0K | 0.00% | −176−28.5% | Reduced |
| Gould Capital, LLC | 539 | $17.0K | 0.01% | +4+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $19.0K | 0.00% | −900−60.0% | Reduced |
| Burleson & Company, LLC | 610 | $19.0K | 0.00% | +10+1.7% | Added |
| Ossiam | 622 | $20.0K | 0.00% | −13,424−95.6% | Reduced |
| Hexagon Capital Partners LLC | 704 | $22.0K | 0.01% | +200+39.7% | Added |
| Geneos Wealth Management Inc. | 799 | $25.0K | 0.00% | +56+7.5% | Added |
| Washington Trust Co | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,035 | $33.0K | 0.01% | −1,565−60.2% | Reduced |
| State of Wyoming | 1,104 | $35.0K | 0.02% | −2,851−72.1% | Reduced |
| Westside Investment Management, Inc. | 1,284 | $40.0K | 0.00% | +694+117.6% | Added |
| Zions Bancorporation, N.A. | 1,280 | $41.0K | 0.00% | −906−41.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $41.0K | 0.00% | +1,300 | New |
| EverSource Wealth Advisors, LLC | 1,577 | $50.0K | 0.01% | +1,549+5,532.1% | Added |
| Bogart Wealth, LLC | 1,596 | $51.0K | 0.00% | +72+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,731 | $55.0K | 0.00% | −4,207−70.8% | Reduced |
| CWM, LLC | 1,722 | $55.0K | 0.00% | +299+21.0% | Added |
| Tobam | 1,912 | $61.0K | 0.00% | +1,912 | New |
| Tower View Investment Management & Research LLC | 2,000 | $63.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $63.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,051 | $65.0K | 0.01% | +5+0.2% | Added |
| Fifth Third Bancorp | 2,185 | $69.0K | 0.00% | −44−2.0% | Reduced |
| American International Group, Inc. | 2,166 | $69.0K | 0.00% | +468+27.6% | Added |
| Proequities, Inc. | 2,345 | $74.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,425 | $77.0K | 0.05% | +175+7.8% | Added |
| Cordasco Financial Network | 2,483 | $79.0K | 0.06% | +21+0.9% | Added |
| US Bancorp | 2,714 | $86.0K | 0.00% | +1,000+58.3% | Added |
| Harvest Fund Management Co., Ltd | 2,744 | $87.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,852 | $90.0K | 0.03% | −645−18.4% | Reduced |
| Sandy Spring Bank | 2,918 | $92.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,211 | $102.0K | 0.00% | +971+43.3% | Added |
| Itau Unibanco Holding S.A. | 3,462 | $110.0K | 0.00% | +3,462 | New |
| IFP Advisors, Inc | 3,075 | $112.0K | 0.00% | −1,103−26.4% | Reduced |
| Altshuler Shaham Ltd | 3,719 | $118.0K | 0.00% | +3,719 | New |
| American Portfolios Advisors | 4,055 | $128.4K | 0.01% | +368+10.0% | Added |
| Spire Wealth Management | 4,106 | $130.0K | 0.01% | +1,025+33.3% | Added |
| Highlander Capital Management, LLC | 4,150 | $131.0K | 0.07% | −400−8.8% | Reduced |
| Leonteq Securities AG | 4,271 | $135.2K | 0.01% | −237−5.3% | Reduced |
| Storebrand Asset Management AS | 4,337 | $137.3K | 0.00% | −46,308−91.4% | Reduced |
| MetLife Investment Management | 4,361 | $138.1K | 0.00% | +1,117+34.4% | Added |
| SeaCrest Wealth Management, LLC | 4,467 | $141.0K | 0.02% | +4,467 | New |
| Vestcor Inc | 4,561 | $144.0K | 0.01% | −85,161−94.9% | Reduced |
| Monetary Management Group Inc | 4,750 | $150.0K | 0.05% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 16,730 | $161.0K | 0.03% | +16,730 | New |
| DuPont Capital Management Corp | 5,966 | $189.0K | 0.01% | −8,405−58.5% | Reduced |
| Spirit of America Management Corp | 6,050 | $192.0K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 6,353 | $201.0K | 0.01% | −32,175−83.5% | Reduced |
| Lincoln National Corp | 6,457 | $204.0K | 0.00% | +781+13.8% | Added |
| Wellington Shields & Co., LLC | 6,505 | $206.0K | 0.05% | +2,000+44.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,563 | $208.0K | 0.02% | +9+0.1% | Added |
| Advisory Services Network, LLC | 6,553 | $208.0K | 0.01% | +6,553 | New |
| Pluribus Labs, LLC | 6,913 | $219.0K | 0.40% | +6,913 | New |
| Tower Research Capital LLC (TRC) | 6,935 | $220.0K | 0.00% | −7,209−51.0% | Reduced |
| Harbor Investment Advisory, LLC | 6,950 | $220.0K | 0.04% | +1,350+24.1% | Added |
| Keebeck Wealth Management, LLC | 7,057 | $223.0K | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 7,036 | $223.0K | 0.10% | +7,036 | New |
| Macquarie Group Ltd | 7,183 | $227.0K | 0.00% | +2,406+50.4% | Added |
| Williams Jones Wealth Management, LLC. | 7,308 | $231.0K | 0.00% | −127−1.7% | Reduced |
| NewEdge Wealth, LLC | 7,339 | $232.0K | 0.01% | −67,090−90.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,481 | $236.0K | 0.16% | +1,298+21.0% | Added |
| Glenview Trust Co | 7,500 | $237.0K | 0.01% | 00.0% | Unchanged |