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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.

Institutional holdersQ2 2022: 441 institutions
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value heldQ2 2022: $6.04B
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2022.

Institutions holding CG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Prudential PLC0$00.00%−4,725−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−4,574−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−4,574−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−4,495−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−4,496−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−4,428−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−4,397−100.0%Sold out
HB Wealth Management, LLC0$00.00%−4,383−100.0%Sold out
Seven Eight Capital, LP0$00.00%−4,337−100.0%Sold out
Rathbone Brothers plc0$00.00%−4,300−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−4,300−100.0%Sold out
Pictet & Cie (Europe) SA0$00.00%−4,250−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−4,260−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−4,154−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−3,800−100.0%Sold out
Stelac Advisory Services LLC0$00.00%−3,198−100.0%Sold out
Standard Family Office LLC0$00.00%−1,938−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,812−100.0%Sold out
Valley National Advisers Inc0$00.00%−1,462−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,317−100.0%Sold out
Herold Advisors, Inc.0$00.00%−1,000−100.0%Sold out
Riverview Trust Co0$00.00%−343−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−140−100.0%Sold out
Lazard Asset Management LLC0$00.00%−94−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−75−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−13−100.0%Sold out
TCWP LLC0$00.00%−36−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−3−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−10−100.0%Sold out
Full18 Capital LLC––––Not filed
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
American National Insurance Co––––Not filed
American National Registered Investment Advisor, Inc.––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Meristem Family Wealth, LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Nauset Wealth Management. LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed