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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

Q3 2022 vs. Q2 2022

How the institutions holding Carlyle Group Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of CG: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders4415416−20
Shares191.0M1.52M194.7M+5.18M (+2.7%)
Value$6.04B$47.8M$5.03B−$962.4M (−16.1%)

5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Carlyle Group Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to CG in Q3 2022
InstitutionSharesValue% of portfolio
Beutel, Goodman & Co Ltd.4,117,820$106.4M0.72%
Argent Capital Management LLC1,654,296$42.7M1.68%
Davis Asset Management, L.P.1,500,000$38.8M2.27%
Twinbeech Capital LP572,797$14.8M0.39%
Engine Capital Management, LP468,415$12.1M4.02%
Thrivent Financial for Lutherans445,653$11.5M0.03%
Alyeska Investment Group, L.P.380,467$9.83M0.12%
Weiss Multi-Strategy Advisers LLC270,621$6.99M0.19%
ING Groep NV257,000$6.64M0.11%
Worldquant Millennium Advisors LLC230,879$5.97M0.14%
Gillson Capital LP148,076$3.83M0.35%
BNP Paribas Arbitrage, SA143,047$3.70M0.01%
Brookfield Asset Management Inc.123,691$3.20M0.01%
Mesirow Institutional Investment Management, Inc.55,690$1.44M0.21%
Jane Street Group, LLC44,187$1.14M0.00%
Tredje AP-fonden34,802$899.0K0.02%
Pearl River Capital, LLC33,607$868.0K0.16%
Virtu Financial LLC24,563$635.0K0.06%
Virginia Retirement Systems Et Al23,500$607.2K0.01%
CenterStar Asset Management, LLC–$492.0K0.86%
Public Sector Pension Investment Board18,200$470.0K0.00%
Gibraltar Capital Management, Inc.17,966$464.0K0.24%
Kestra Advisory Services, LLC15,786$408.0K0.00%
CSS LLC15,000$388.0K0.02%
TD Waterhouse Canada Inc.13,448$387.3K0.00%
Two Sigma Securities, LLC14,452$373.0K0.05%
Collective Family Office LLC14,400$372.0K0.19%
Occudo Quantitative Strategies LP13,022$336.0K0.03%
Power Corp of Canada12,870$333.0K0.05%
Banco Bilbao Vizcaya Argentaria, S.A.12,684$332.0K0.01%
Arete Wealth Advisors, LLC12,792$331.0K0.03%
Ritholtz Wealth Management10,171$263.0K0.01%
Mariner, LLC8,859$229.0K0.00%
Global Assets Advisory, LLC8,028$227.0K0.23%
Acadian Asset Management LLC6,682$172.0K0.00%
FIL Ltd6,421$166.0K0.00%
Exos TFP Holdings LLC6,204$160.0K0.07%
Pittenger & Anderson Inc4,000$103.0K0.01%
Asahi Life Asset Management Co., Ltd.4,000$103.0K0.03%
Motco3,667$95.0K0.01%
Larson Financial Group LLC2,455$63.0K0.01%
Ameliora Wealth Management Ltd.1,500$38.0K0.02%
Newbridge Financial Services Group, Inc.600$16.0K0.01%
Bray Capital Advisors500$13.0K0.00%
Axiom Investment Management LLC400$10.0K0.02%
Riverview Trust Co398$10.0K0.01%
Clearstead Advisors, LLC326$8.00K0.00%
Johnson Financial Group, Inc.219$6.00K0.00%
Massmutual Trust Co FSB82$2.00K0.00%
Credential Qtrade Securities Inc.70$1.81K0.00%
Goodwin Investment Advisory28$1.00K0.00%
Ronald Blue Trust, Inc.33$1.00K0.00%
TCI Wealth Advisors, Inc.11$00.00%
Carolinas Wealth Consulting LLC16$00.00%
SJS Investment Consulting Inc.13$00.00%

Sold out (75)

Institutions that held Carlyle Group Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of CG in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Bank of Nova Scotia2,466,850$78.1M
Snowhook Capital Management LP428,459$13.6M
Walleye Capital LLC415,665$13.2M
Perfromance Wealth Partners, LLC145,564$4.61M
Basswood Capital Management, L.L.C.137,006$4.34M
Maltese Capital Management LLC100,000$3.17M
Canada Pension Plan Investment Board98,500$3.12M
ExodusPoint Capital Management, LP91,517$2.90M
Knights of Columbus Asset Advisors LLC80,325$2.54M
AMF Pensionsforsakring AB68,735$2.18M
Spectrum Management Group, LLC68,673$2.17M
Prospera Financial Services Inc68,194$2.16M
Rafferty Asset Management, LLC65,746$2.08M
Alberta Investment Management Corp62,000$1.96M
APG Asset Management N.V.57,400$1.74M
SeaBridge Investment Advisors LLC53,632$1.70M
BI Asset Management Fondsmaeglerselskab A/S46,554$1.47M
Cornercap Investment Counsel Inc42,482$1.34M
Stamos Capital Partners, L.P.35,210$1.11M
Tudor Investment Corp Et Al32,717$1.04M
Estate Counselors, LLC30,243$957.0K
Bayesian Capital Management, LP24,938$790.0K
Caption Management, LLC22,500$712.0K
Chapman Investment Management, LLC20,200$640.0K
Capitolis Advisors LLC20,105$637.0K
Paloma Partners Management Co19,400$614.0K
Maven Securities LTD17,466$553.0K
Jump Financial, LLC15,200$481.0K
Principal Street Partners, LLC15,120$479.0K
New York State Teachers Retirement System14,400$456.0K
Redpoint Investment Management Pty Ltd13,873$439.0K
Arrowstreet Capital, Limited Partnership13,150$416.0K
Vontobel Holding Ltd.12,367$402.0K
MML Investors Services, LLC12,598$399.0K
Walleye Trading LLC12,109$383.0K
Cetera Advisor Networks LLC12,066$382.0K
Janus Henderson Group PLC12,026$381.0K
USS Investment Management Ltd11,869$376.0K
Schroder Investment Management Group10,855$352.0K
Foster & Motley Inc11,023$349.0K
Allstate Corp10,694$339.0K
Transatlantique Private Wealth LLC10,189$323.0K
Raymond James Trust N.A.8,255$261.0K
Affinity Wealth Management LLC8,108$255.0K
Y-Intercept (Hong Kong) Ltd7,904$250.0K
Qtron Investments LLC7,873$249.0K
AE Wealth Management LLC7,769$246.0K
Fiduciary Trust Co7,582$240.0K
Glenview Trust Co7,500$237.0K
NewEdge Wealth, LLC7,339$232.0K
Williams Jones Wealth Management, LLC.7,308$231.0K
Quantamental Technologies LLC7,036$223.0K
Keebeck Wealth Management, LLC7,057$223.0K
Jaffetilchin Investment Partners, LLC6,563$208.0K
Advisory Services Network, LLC6,553$208.0K
Lincoln National Corp6,457$204.0K
Trexquant Investment LP6,353$201.0K
DuPont Capital Management Corp5,966$189.0K
HighTower Trust Services, LTA16,730$161.0K
Monetary Management Group Inc4,750$150.0K
SeaCrest Wealth Management, LLC4,467$141.0K
Itau Unibanco Holding S.A.3,462$110.0K
Concord Wealth Partners2,000$63.0K
Tobam1,912$61.0K
Zions Bancorporation, N.A.1,280$41.0K
State of Wyoming1,104$35.0K
Geneos Wealth Management Inc.799$25.0K
Caz Investments LP200$6.00K
Chilton Capital Management LLC159$5.00K
American Research & Management Co.150$5.00K
Signaturefd, LLC107$3.00K
Patriot Financial Group Insurance Agency, LLC100$3.00K
Sargent Bickham Lagudis LLC57$2.00K
Total Clarity Wealth Management, Inc.2$0
Wolff Wiese Magana LLC15$0

Not filed for Q3 2022 yet (5)

Institutions that held Carlyle Group Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Davis Capital Partners, LLC1,500,000$47.5M
Pluribus Labs, LLC6,913$219.0K
Cordasco Financial Network2,483$79.0K
Private Capital Group, LLC52$2.00K
B. Riley Wealth Management, Inc.8,894–