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 |
|---|---|---|---|---|---|
| Gofen & Glossberg LLC | 30,250 | $958.0K | 0.03% | +4,000+15.2% | Added |
| Estate Counselors, LLC | 30,243 | $957.0K | 0.14% | +30,243 | New |
| Mercer Global Advisors Inc | 29,952 | $948.0K | 0.01% | +19,142+177.1% | Added |
| Aigen Investment Management, LP | 28,895 | $915.0K | 0.15% | +28,895 | New |
| Kercheville Advisors, LLC | 28,800 | $912.0K | 0.60% | −7,900−21.5% | Reduced |
| Waterfront Wealth Inc. | 28,440 | $900.0K | 0.36% | 00.0% | Unchanged |
| Emfo, LLC | 28,225 | $894.0K | 0.91% | +500+1.8% | Added |
| Banque Pictet & Cie SA | 28,000 | $886.0K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 27,939 | $885.0K | 0.05% | −38,870−58.2% | Reduced |
| The PNC Financial Services Group, Inc. | 27,806 | $880.0K | 0.00% | −247−0.9% | Reduced |
| Principal Financial Group Inc | 26,201 | $830.0K | 0.00% | −11,394−30.3% | Reduced |
| HighTower Advisors, LLC | 26,142 | $829.0K | 0.00% | +3,297+14.4% | Added |
| Jeppson Wealth Management, LLC | 26,164 | $828.0K | 0.36% | +877+3.5% | Added |
| Parkside Investments, LLC | 26,000 | $823.0K | 0.17% | +25,000+2,500.0% | Added |
| Dynamic Technology Lab Private Ltd | 25,660 | $812.0K | 0.09% | −24,690−49.0% | Reduced |
| Fred Alger Management, LLC | 25,311 | $801.0K | 0.00% | +746+3.0% | Added |
| Bayesian Capital Management, LP | 24,938 | $790.0K | 0.15% | +24,938 | New |
| Moody National Bank Trust Division | 24,744 | $783.0K | 0.08% | −26,160−51.4% | Reduced |
| DekaBank Deutsche Girozentrale | 24,187 | $771.0K | 0.00% | −1,566,083−98.5% | Reduced |
| Gulf International Bank (UK) Ltd | 23,698 | $769.0K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 23,610 | $747.0K | 0.02% | +10,909+85.9% | Added |
| Equitable Holdings, Inc. | 23,572 | $746.0K | 0.01% | +7,152+43.6% | Added |
| JustInvest LLC | 23,553 | $746.0K | 0.03% | +10,782+84.4% | Added |
| British Columbia Investment Management Corp | 22,729 | $720.0K | 0.01% | −2,038−8.2% | Reduced |
| Prelude Capital Management, LLC | 22,741 | $720.0K | 0.04% | +22,741 | New |
| Snowden Capital Advisors LLC | 22,509 | $712.0K | 0.03% | −740−3.2% | Reduced |
| Caption Management, LLC | 22,500 | $712.0K | 0.06% | +22,500 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 22,362 | $708.0K | 0.03% | −1,357−5.7% | Reduced |
| National Asset Management, Inc. | 21,957 | $696.0K | 0.03% | −1,990−8.3% | Reduced |
| Nissay Asset Management Corp | 21,701 | $687.0K | 0.01% | +3,259+17.7% | Added |
| Atria Wealth Solutions, Inc. | 21,231 | $672.0K | 0.01% | +16,424+341.7% | Added |
| North Star Investment Management Corp. | 20,807 | $659.0K | 0.06% | +2,607+14.3% | Added |
| Weik Capital Management | 20,575 | $651.0K | 0.30% | +4,465+27.7% | Added |
| Chapman Investment Management, LLC | 20,200 | $640.0K | 0.44% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 20,105 | $637.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,098 | $636.0K | 0.00% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 19,701 | $624.0K | 0.71% | +14+0.1% | Added |
| Paloma Partners Management Co | 19,400 | $614.0K | 0.06% | +11,500+145.6% | Added |
| Kestra Private Wealth Services, LLC | 18,943 | $600.0K | 0.03% | +453+2.4% | Added |
| 1832 Asset Management L.P. | 18,888 | $598.0K | 0.00% | −2,862−13.2% | Reduced |
| Banque Cantonale Vaudoise | 18,500 | $586.0K | 0.03% | −1,200−6.1% | Reduced |
| Dividend Assets Capital, LLC | 18,200 | $576.0K | 0.12% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 18,035 | $573.0K | 0.00% | −383−2.1% | Reduced |
| Carret Asset Management, LLC | 18,000 | $570.0K | 0.08% | +1,700+10.4% | Added |
| Maven Securities LTD | 17,466 | $553.0K | 0.10% | −1,300−6.9% | Reduced |
| Cresset Asset Management, LLC | 17,295 | $547.0K | 0.01% | +4,225+32.3% | 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 |
| AdvisorNet Financial, Inc | 16,871 | $534.0K | 0.05% | +789+4.9% | Added |
| Zhang Financial LLC | 16,787 | $531.0K | 0.09% | +971+6.1% | Added |
| Steel Peak Wealth Management LLC | 16,700 | $529.0K | 0.04% | +5,250+45.9% | Added |
| OneAscent Financial Services LLC | 16,318 | $517.0K | 0.23% | +16,318 | New |
| Federation des caisses Desjardins du Quebec | 16,295 | $515.9K | 0.01% | +9,310+133.3% | Added |
| Ethic Inc. | 16,117 | $510.0K | 0.04% | +3,919+32.1% | Added |
| Maryland State Retirement & Pension System | 15,934 | $504.0K | 0.02% | +3,569+28.9% | Added |
| Baldwin Brothers Inc | 15,900 | $503.0K | 0.07% | 00.0% | Unchanged |
| TD Asset Management Inc | 15,592 | $494.0K | 0.00% | +2,900+22.8% | Added |
| Carson Advisory Inc. | 15,550 | $492.0K | 0.55% | +350+2.3% | Added |
| Ameritas Investment Partners, Inc. | 15,500 | $490.0K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,370 | $487.0K | 0.02% | +2,752+21.8% | Added |
| Jump Financial, LLC | 15,200 | $481.0K | 0.02% | +15,200 | New |
| Principal Street Partners, LLC | 15,120 | $479.0K | 0.12% | +658+4.5% | Added |
| Intech Investment Management LLC | 15,020 | $476.0K | 0.00% | +15,020 | New |
| First Manhattan Co | 14,950 | $473.0K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 14,665 | $464.0K | 0.01% | −122−0.8% | Reduced |
| CIBC Asset Management Inc | 14,463 | $458.0K | 0.00% | −26,926−65.1% | Reduced |
| New York State Teachers Retirement System | 14,400 | $456.0K | 0.00% | +100+0.7% | Added |
| Tranquility Partners, LLC | 14,149 | $448.0K | 0.23% | +400+2.9% | Added |
| O'Rourke & Company, Inc | 14,042 | $445.0K | 0.38% | −1,430−9.2% | Reduced |
| Panagora Asset Management Inc | 13,906 | $440.0K | 0.00% | +13,906 | New |
| 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 |
| Westpac Banking Corp | 13,824 | $437.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,704 | $434.0K | 0.00% | +13,704 | New |
| Donoghue Forlines LLC | 13,617 | $431.0K | 0.11% | −25,629−65.3% | Reduced |
| Fort Point Capital Partners LLC | 13,290 | $421.0K | 0.08% | +340+2.6% | Added |
| FORA Capital, LLC | 13,241 | $419.0K | 0.08% | +13,241 | New |
| Arrowstreet Capital, Limited Partnership | 13,150 | $416.0K | 0.00% | −1,416−9.7% | Reduced |
| Guinness Asset Management LTD | 13,123 | $415.0K | 0.02% | −3,120−19.2% | Reduced |
| Sterneck Capital Management, LLC | 13,020 | $412.0K | 0.28% | +7,520+136.7% | Added |
| McGowan Group Asset Management, Inc. | 12,961 | $410.0K | 0.07% | +16+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,884 | $408.0K | 0.00% | +5,098+65.5% | Added |
| Vontobel Holding Ltd. | 12,367 | $402.0K | 0.00% | +6,367+106.1% | Added |
| Mirador Capital Partners LP | 12,627 | $400.0K | 0.09% | +307+2.5% | Added |
| MML Investors Services, LLC | 12,598 | $399.0K | 0.00% | +2,036+19.3% | Added |
| Walleye Trading LLC | 12,109 | $383.0K | 0.01% | +12,109 | New |
| Cetera Advisor Networks LLC | 12,066 | $382.0K | 0.00% | +7,985+195.7% | Added |
| 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 |
| USS Investment Management Ltd | 11,869 | $376.0K | 0.00% | −2,284−16.1% | 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 |
| Echo Street Capital Management LLC | 11,634 | $368.0K | 0.00% | −4,199−26.5% | Reduced |
| Principle Wealth Partners LLC | 11,331 | $359.0K | 0.04% | +4,131+57.4% | Added |
| 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 |
| Foster & Motley Inc | 11,023 | $349.0K | 0.03% | +11,023 | New |
| 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,548 | $334.0K | 0.01% | 00.0% | Unchanged |