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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 10,475 | $331.0K | 0.02% | +2,755+35.7% | Added |
| Sawtooth Solutions, LLC | 10,269 | $325.0K | 0.04% | +2,123+26.1% | Added |
| Transatlantique Private Wealth LLC | 10,189 | $323.0K | 0.22% | +10,189 | New |
| AXA S.A. | 10,099 | $319.7K | 0.00% | −516,901−98.1% | 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 |
| ProShare Advisors LLC | 9,983 | $316.0K | 0.00% | −1,851−15.6% | Reduced |
| 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 |
| Engineers Gate Manager LP | 9,717 | $308.0K | 0.01% | +9,717 | New |
| Visionary Wealth Advisors | 9,614 | $304.0K | 0.03% | +661+7.4% | Added |
| Van Eck Associates Corp | 9,463 | $300.0K | 0.00% | −116−1.2% | Reduced |
| Kendall Capital Management | 9,405 | $298.0K | 0.16% | +9,405 | New |
| Ameritas Advisory Services, LLC | 9,285 | $294.0K | 0.02% | +4,845+109.1% | 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 |
| Thoroughbred Financial Services, LLC | 8,915 | $282.0K | 0.05% | +1,035+13.1% | Added |
| Belpointe Asset Management LLC | 8,887 | $281.0K | 0.02% | +492+5.9% | Added |
| Captrust Financial Advisors | 8,855 | $280.0K | 0.00% | +1,979+28.8% | Added |
| E&G Advisors, LP | 8,800 | $279.0K | 0.09% | −600−6.4% | Reduced |
| Fiduciary Group LLC | 8,100 | $278.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,478 | $268.0K | 0.02% | +1,000+13.4% | Added |
| Manufacturers Life Insurance Company, The | 8,424 | $266.7K | 0.00% | +152+1.8% | Added |
| 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 |
| Segment Wealth Management, LLC | 8,200 | $260.0K | 0.03% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 8,108 | $255.0K | 0.06% | −6,331−43.8% | Reduced |
| Slow Capital, Inc. | 8,038 | $254.0K | 0.06% | −70−0.9% | Reduced |
| Apollon Wealth Management, LLC | 7,925 | $251.0K | 0.02% | +54+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,904 | $250.0K | 0.03% | +7,904 | New |
| Qtron Investments LLC | 7,873 | $249.0K | 0.05% | −8,197−51.0% | Reduced |
| 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 |
| Fort Sheridan Advisors LLC | 7,750 | $245.0K | 0.08% | +275+3.7% | Added |
| Umb Bank N A | 7,646 | $242.0K | 0.00% | +1,402+22.5% | Added |
| Fiduciary Trust Co | 7,582 | $240.0K | 0.01% | +925+13.9% | Added |
| Glenview Trust Co | 7,500 | $237.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Retirement Planning Co of New England, Inc. | 7,481 | $236.0K | 0.16% | +1,298+21.0% | Added |
| NewEdge Wealth, LLC | 7,339 | $232.0K | 0.01% | −67,090−90.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,308 | $231.0K | 0.00% | −127−1.7% | Reduced |
| Macquarie Group Ltd | 7,183 | $227.0K | 0.00% | +2,406+50.4% | 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 |
| 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 |
| Pluribus Labs, LLC | 6,913 | $219.0K | 0.40% | +6,913 | New |
| 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 |
| Wellington Shields & Co., LLC | 6,505 | $206.0K | 0.05% | +2,000+44.4% | Added |
| Lincoln National Corp | 6,457 | $204.0K | 0.00% | +781+13.8% | Added |
| Trexquant Investment LP | 6,353 | $201.0K | 0.01% | −32,175−83.5% | Reduced |
| Spirit of America Management Corp | 6,050 | $192.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,966 | $189.0K | 0.01% | −8,405−58.5% | Reduced |
| HighTower Trust Services, LTA | 16,730 | $161.0K | 0.03% | +16,730 | New |
| Monetary Management Group Inc | 4,750 | $150.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 4,561 | $144.0K | 0.01% | −85,161−94.9% | Reduced |
| SeaCrest Wealth Management, LLC | 4,467 | $141.0K | 0.02% | +4,467 | New |
| MetLife Investment Management | 4,361 | $138.1K | 0.00% | +1,117+34.4% | Added |
| Storebrand Asset Management AS | 4,337 | $137.3K | 0.00% | −46,308−91.4% | Reduced |
| Leonteq Securities AG | 4,271 | $135.2K | 0.01% | −237−5.3% | Reduced |
| Highlander Capital Management, LLC | 4,150 | $131.0K | 0.07% | −400−8.8% | Reduced |
| Spire Wealth Management | 4,106 | $130.0K | 0.01% | +1,025+33.3% | Added |
| American Portfolios Advisors | 4,055 | $128.4K | 0.01% | +368+10.0% | Added |
| Altshuler Shaham Ltd | 3,719 | $118.0K | 0.00% | +3,719 | New |
| IFP Advisors, Inc | 3,075 | $112.0K | 0.00% | −1,103−26.4% | Reduced |
| Itau Unibanco Holding S.A. | 3,462 | $110.0K | 0.00% | +3,462 | New |
| KBC Group NV | 3,211 | $102.0K | 0.00% | +971+43.3% | Added |
| Sandy Spring Bank | 2,918 | $92.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,852 | $90.0K | 0.03% | −645−18.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,744 | $87.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,714 | $86.0K | 0.00% | +1,000+58.3% | Added |
| Cordasco Financial Network | 2,483 | $79.0K | 0.06% | +21+0.9% | Added |
| Zullo Investment Group, Inc. | 2,425 | $77.0K | 0.05% | +175+7.8% | Added |
| Proequities, Inc. | 2,345 | $74.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Focused Wealth Management, Inc | 2,051 | $65.0K | 0.01% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,000 | $63.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tobam | 1,912 | $61.0K | 0.00% | +1,912 | New |
| 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 |
| Bogart Wealth, LLC | 1,596 | $51.0K | 0.00% | +72+4.7% | Added |
| EverSource Wealth Advisors, LLC | 1,577 | $50.0K | 0.01% | +1,549+5,532.1% | 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 |
| Westside Investment Management, Inc. | 1,284 | $40.0K | 0.00% | +694+117.6% | Added |
| State of Wyoming | 1,104 | $35.0K | 0.02% | −2,851−72.1% | Reduced |
| Denali Advisors LLC | 1,035 | $33.0K | 0.01% | −1,565−60.2% | Reduced |
| Washington Trust Co | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 799 | $25.0K | 0.00% | +56+7.5% | Added |
| Hexagon Capital Partners LLC | 704 | $22.0K | 0.01% | +200+39.7% | Added |
| Ossiam | 622 | $20.0K | 0.00% | −13,424−95.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $19.0K | 0.00% | −900−60.0% | Reduced |
| Burleson & Company, LLC | 610 | $19.0K | 0.00% | +10+1.7% | Added |