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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 716,257 | $22.7M | 0.24% | +562,858+366.9% | Added |
| UBS Asset Management Americas Inc | 739,718 | $23.4M | 0.01% | +238,716+47.6% | Added |
| Nuveen Asset Management, LLC | 781,518 | $24.7M | 0.01% | −5,287−0.7% | Reduced |
| Eaton Vance Management | 786,531 | $24.9M | 0.03% | +75,989+10.7% | Added |
| Neuberger Berman Group LLC | 801,315 | $25.4M | 0.03% | +6,170+0.8% | Added |
| Credit Suisse AG | 832,278 | $26.3M | 0.03% | +154,729+22.8% | Added |
| Charles Schwab Investment Management Inc | 926,128 | $29.3M | 0.01% | +76,175+9.0% | Added |
| First Trust Advisors LP | 947,966 | $30.0M | 0.04% | +160,084+20.3% | Added |
| National Bank of Canada | 957,180 | $30.3M | 0.16% | +946,931+9,239.3% | Added |
| Polaris Capital Management, LLC | 984,300 | $31.2M | 1.11% | +984,300 | New |
| Balyasny Asset Management LLC | 1,002,183 | $31.7M | 0.13% | +550,275+121.8% | Added |
| Brown Advisory Inc | 1,043,484 | $33.0M | 0.06% | −14,682−1.4% | Reduced |
| LGT Capital Partners Ltd. | 1,060,000 | $33.6M | 1.02% | +47,788+4.7% | Added |
| FMR LLC | 1,086,044 | $34.4M | 0.00% | +62,132+6.1% | Added |
| Citadel Advisors LLC | 1,186,940 | $37.6M | 0.05% | +1,059,246+829.5% | Added |
| Assenagon Asset Management S.A. | 1,204,371 | $38.1M | 0.16% | −1,639−0.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,237,000 | $39.2M | 0.56% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,439,775 | $45.6M | 0.05% | +639,831+80.0% | Added |
| Davis Capital Partners, LLC | 1,500,000 | $47.5M | 2.70% | +500,000+50.0% | Added |
| Northern Trust Corp | 1,551,620 | $49.1M | 0.01% | +106,934+7.4% | Added |
| Goldman Sachs Group Inc | 1,652,654 | $52.3M | 0.02% | +381,008+30.0% | Added |
| Millennium Management LLC | 1,697,946 | $53.8M | 0.07% | −1,238,822−42.2% | Reduced |
| Artisan Partners Limited Partnership | 1,847,856 | $58.5M | 0.10% | +581,873+46.0% | Added |
| First Republic Investment Management, Inc. | 1,857,512 | $58.8M | 0.15% | +21,193+1.2% | Added |
| Bessemer Group Inc | 2,025,000 | $64.1M | 0.16% | −2,005−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,068,346 | $65.5M | 0.30% | +1,884,732+1,026.5% | Added |
| Bamco Inc | 2,414,652 | $76.4M | 0.25% | −1900.0% | Reduced |
| Bank of Nova Scotia | 2,466,850 | $78.1M | 0.19% | +1,912,977+345.4% | Added |
| Security Benefit Life Insurance Co | 2,617,691 | $82.9M | 5.01% | −1,570,615−37.5% | Reduced |
| Bank of America Corp | 2,745,212 | $86.9M | 0.01% | −3,080−0.1% | Reduced |
| Geode Capital Management, LLC | 2,762,226 | $87.4M | 0.01% | +365,122+15.2% | Added |
| Legal & General Group Plc | 3,299,130 | $104.5M | 0.04% | +412,152+14.3% | Added |
| Norges Bank | 4,100,600 | $129.8M | 0.03% | +2,128,203+107.9% | Added |
| State Street Corp | 4,588,645 | $145.3M | 0.01% | +506,398+12.4% | Added |
| Alkeon Capital Management LLC | 12,988,685 | $411.2M | 2.47% | +1,635,000+14.4% | Added |
| BlackRock Inc. | 14,407,938 | $456.2M | 0.01% | −849,177−5.6% | Reduced |
| Vulcan Value Partners, LLC | 14,819,027 | $469.2M | 4.59% | −1,302,210−8.1% | Reduced |
| Capital World Investors | 17,637,654 | $558.4M | 0.12% | −1,646,943−8.5% | Reduced |
| Morgan Stanley | 22,292,589 | $705.8M | 0.09% | +2,027,524+10.0% | Added |
| Vanguard Group Inc | 22,756,548 | $720.5M | 0.02% | +3,132,329+16.0% | Added |
| B. Riley Wealth Management, Inc. | 8,894 | – | – | +8,894 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,876,925−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −583,435−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −285,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −186,886−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −117,707−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −94,220−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −88,100−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −88,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −70,150−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −70,608−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −68,149−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −67,900−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −66,707−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −49,631−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −40,038−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,767−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −28,058−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −27,585−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −26,512−100.0% | Sold out |
| Jeereddi Investments, LP | 0 | $0 | 0.00% | −23,858−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −23,789−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −24,886−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −18,524−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −16,050−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −12,650−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −12,606−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,203−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,925−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −10,905−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,029−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −7,780−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −7,176−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,096−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −16,531−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,692−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,224−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −6,166−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| BigSur Wealth Management LLC | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −5,696−100.0% | Sold out |
| Triad Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Greenwich Investment Management, Inc. | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,096−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,981−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −4,954−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,920−100.0% | Sold out |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |