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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 7,500 | $237.0K | 0.31% | +7,500 | New |
| Boothbay Fund Management, LLC | 7,475 | $237.0K | 0.01% | +7,475 | New |
| EdgeRock Capital LLC | 7,491 | $237.0K | 0.16% | +7,491 | New |
| Fiduciary Trust Co | 7,582 | $240.0K | 0.01% | +925+13.9% | Added |
| Umb Bank N A | 7,646 | $242.0K | 0.00% | +1,402+22.5% | Added |
| Fort Sheridan Advisors LLC | 7,750 | $245.0K | 0.08% | +275+3.7% | Added |
| M&T Bank Corp | 7,765 | $246.0K | 0.00% | −1,062−12.0% | Reduced |
| AE Wealth Management LLC | 7,769 | $246.0K | 0.00% | +6+0.1% | Added |
| Qtron Investments LLC | 7,873 | $249.0K | 0.05% | −8,197−51.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,904 | $250.0K | 0.03% | +7,904 | New |
| Apollon Wealth Management, LLC | 7,925 | $251.0K | 0.02% | +54+0.7% | Added |
| Slow Capital, Inc. | 8,038 | $254.0K | 0.06% | −70−0.9% | Reduced |
| Affinity Wealth Management LLC | 8,108 | $255.0K | 0.06% | −6,331−43.8% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $260.0K | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 8,250 | $261.0K | 0.00% | −375,945−97.9% | Reduced |
| Raymond James Trust N.A. | 8,255 | $261.0K | 0.01% | −164−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 8,424 | $266.7K | 0.00% | +152+1.8% | Added |
| Moors & Cabot, Inc. | 8,478 | $268.0K | 0.02% | +1,000+13.4% | Added |
| Fiduciary Group LLC | 8,100 | $278.0K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,800 | $279.0K | 0.09% | −600−6.4% | Reduced |
| Captrust Financial Advisors | 8,855 | $280.0K | 0.00% | +1,979+28.8% | Added |
| Belpointe Asset Management LLC | 8,887 | $281.0K | 0.02% | +492+5.9% | Added |
| Thoroughbred Financial Services, LLC | 8,915 | $282.0K | 0.05% | +1,035+13.1% | Added |
| Nordea Investment Management AB | 9,312 | $287.0K | 0.00% | −335−3.5% | Reduced |
| Kovack Advisors, Inc. | 9,061 | $287.0K | 0.04% | +66+0.7% | Added |
| Ameritas Advisory Services, LLC | 9,285 | $294.0K | 0.02% | +4,845+109.1% | Added |
| Kendall Capital Management | 9,405 | $298.0K | 0.16% | +9,405 | New |
| Van Eck Associates Corp | 9,463 | $300.0K | 0.00% | −116−1.2% | Reduced |
| Visionary Wealth Advisors | 9,614 | $304.0K | 0.03% | +661+7.4% | Added |
| Engineers Gate Manager LP | 9,717 | $308.0K | 0.01% | +9,717 | New |
| Daiwa Securities Group Inc. | 9,836 | $311.0K | 0.00% | +2,260+29.8% | Added |
| Northeast Investment Management | 9,811 | $311.0K | 0.02% | +4,784+95.2% | Added |
| Edmond de Rothschild Holding S.A. | 9,812 | $311.0K | 0.01% | +8,517+657.7% | Added |
| ProShare Advisors LLC | 9,983 | $316.0K | 0.00% | −1,851−15.6% | Reduced |
| Roosevelt Investment Group LLC | 10,000 | $317.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 10,012 | $317.0K | 0.00% | +696+7.5% | Added |
| AXA S.A. | 10,099 | $319.7K | 0.00% | −516,901−98.1% | Reduced |
| Transatlantique Private Wealth LLC | 10,189 | $323.0K | 0.22% | +10,189 | New |
| Sawtooth Solutions, LLC | 10,269 | $325.0K | 0.04% | +2,123+26.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $331.0K | 0.02% | +2,755+35.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $334.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 10,694 | $339.0K | 0.01% | −34,173−76.2% | Reduced |
| Regentatlantic Capital LLC | 10,713 | $339.0K | 0.01% | −44−0.4% | Reduced |
| Foster & Motley Inc | 11,023 | $349.0K | 0.03% | +11,023 | New |
| Assetmark, Inc | 11,129 | $352.0K | 0.00% | −534−4.6% | Reduced |
| Schroder Investment Management Group | 10,855 | $352.0K | 0.00% | +10,855 | New |
| Principle Wealth Partners LLC | 11,331 | $359.0K | 0.04% | +4,131+57.4% | Added |
| Echo Street Capital Management LLC | 11,634 | $368.0K | 0.00% | −4,199−26.5% | Reduced |
| Natixis Advisors, L.P. | 11,677 | $370.0K | 0.00% | −8,126−41.0% | Reduced |
| Seeyond | 11,709 | $370.0K | 0.04% | −235−2.0% | Reduced |
| USS Investment Management Ltd | 11,869 | $376.0K | 0.00% | −2,284−16.1% | Reduced |
| Janus Henderson Group PLC | 12,026 | $381.0K | 0.00% | −208,083−94.5% | Reduced |
| Gotham Asset Management, LLC | 12,041 | $381.0K | 0.01% | −3,206−21.0% | Reduced |
| Cetera Advisor Networks LLC | 12,066 | $382.0K | 0.00% | +7,985+195.7% | Added |
| Walleye Trading LLC | 12,109 | $383.0K | 0.01% | +12,109 | New |
| MML Investors Services, LLC | 12,598 | $399.0K | 0.00% | +2,036+19.3% | Added |
| Mirador Capital Partners LP | 12,627 | $400.0K | 0.09% | +307+2.5% | Added |
| Vontobel Holding Ltd. | 12,367 | $402.0K | 0.00% | +6,367+106.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,884 | $408.0K | 0.00% | +5,098+65.5% | Added |
| McGowan Group Asset Management, Inc. | 12,961 | $410.0K | 0.07% | +16+0.1% | Added |
| Sterneck Capital Management, LLC | 13,020 | $412.0K | 0.28% | +7,520+136.7% | Added |
| Guinness Asset Management LTD | 13,123 | $415.0K | 0.02% | −3,120−19.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 13,150 | $416.0K | 0.00% | −1,416−9.7% | Reduced |
| FORA Capital, LLC | 13,241 | $419.0K | 0.08% | +13,241 | New |
| Fort Point Capital Partners LLC | 13,290 | $421.0K | 0.08% | +340+2.6% | Added |
| Donoghue Forlines LLC | 13,617 | $431.0K | 0.11% | −25,629−65.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,704 | $434.0K | 0.00% | +13,704 | New |
| Westpac Banking Corp | 13,824 | $437.7K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 13,873 | $439.0K | 0.05% | +2,842+25.8% | Added |
| Toroso Investments, LLC | 13,871 | $439.0K | 0.02% | +13,871 | New |
| Panagora Asset Management Inc | 13,906 | $440.0K | 0.00% | +13,906 | New |
| O'Rourke & Company, Inc | 14,042 | $445.0K | 0.38% | −1,430−9.2% | Reduced |
| Tranquility Partners, LLC | 14,149 | $448.0K | 0.23% | +400+2.9% | Added |
| New York State Teachers Retirement System | 14,400 | $456.0K | 0.00% | +100+0.7% | Added |
| CIBC Asset Management Inc | 14,463 | $458.0K | 0.00% | −26,926−65.1% | Reduced |
| Colony Group LLC | 14,665 | $464.0K | 0.01% | −122−0.8% | Reduced |
| First Manhattan Co | 14,950 | $473.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,020 | $476.0K | 0.00% | +15,020 | New |
| Principal Street Partners, LLC | 15,120 | $479.0K | 0.12% | +658+4.5% | Added |
| Jump Financial, LLC | 15,200 | $481.0K | 0.02% | +15,200 | New |
| Elo Mutual Pension Insurance Co | 15,370 | $487.0K | 0.02% | +2,752+21.8% | Added |
| Ameritas Investment Partners, Inc. | 15,500 | $490.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 15,550 | $492.0K | 0.55% | +350+2.3% | Added |
| TD Asset Management Inc | 15,592 | $494.0K | 0.00% | +2,900+22.8% | Added |
| Baldwin Brothers Inc | 15,900 | $503.0K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,934 | $504.0K | 0.02% | +3,569+28.9% | Added |
| Ethic Inc. | 16,117 | $510.0K | 0.04% | +3,919+32.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,295 | $515.9K | 0.01% | +9,310+133.3% | Added |
| OneAscent Financial Services LLC | 16,318 | $517.0K | 0.23% | +16,318 | New |
| Steel Peak Wealth Management LLC | 16,700 | $529.0K | 0.04% | +5,250+45.9% | Added |
| Zhang Financial LLC | 16,787 | $531.0K | 0.09% | +971+6.1% | Added |
| AdvisorNet Financial, Inc | 16,871 | $534.0K | 0.05% | +789+4.9% | Added |
| SG Americas Securities, LLC | 16,911 | $535.0K | 0.01% | −514−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,893 | $535.0K | 0.00% | −128−0.8% | Reduced |
| Cresset Asset Management, LLC | 17,295 | $547.0K | 0.01% | +4,225+32.3% | Added |
| Maven Securities LTD | 17,466 | $553.0K | 0.10% | −1,300−6.9% | Reduced |
| Carret Asset Management, LLC | 18,000 | $570.0K | 0.08% | +1,700+10.4% | Added |
| Standard Life Aberdeen plc | 18,035 | $573.0K | 0.00% | −383−2.1% | Reduced |
| Dividend Assets Capital, LLC | 18,200 | $576.0K | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,500 | $586.0K | 0.03% | −1,200−6.1% | Reduced |