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, Q3 2022
Institutional positions in Carlyle Group Inc. as of Sep 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
- 416
- −20 vs. Q2 2022
- Shares held
- 194.7M
- +5.18M (+2.7%) vs. Q2 2022
- Total value
- $5.03B
- −$962.4M (−16.1%) vs. Q2 2022
- New holders
- 55
- 181 more added
- Sold out
- 75
- 124 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 28,594 | $739.0K | 0.01% | +16,960+145.8% | Added |
| Jeppson Wealth Management, LLC | 28,445 | $735.0K | 0.33% | +2,281+8.7% | Added |
| The PNC Financial Services Group, Inc. | 28,371 | $734.0K | 0.00% | +565+2.0% | Added |
| Emfo, LLC | 28,225 | $729.0K | 0.70% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 28,000 | $723.5K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 27,372 | $703.0K | 0.00% | +3,185+13.2% | Added |
| Kendall Capital Management | 25,292 | $654.0K | 0.38% | +15,887+168.9% | Added |
| Equitable Holdings, Inc. | 25,274 | $653.0K | 0.01% | +1,702+7.2% | Added |
| HighTower Advisors, LLC | 25,098 | $648.0K | 0.00% | −1,044−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,021 | $647.0K | 0.00% | +8,128+48.1% | Added |
| Moody National Bank Trust Division | 24,744 | $640.0K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,569 | $635.0K | 0.02% | +12,528+104.0% | Added |
| Virtu Financial LLC | 24,563 | $635.0K | 0.06% | +24,563 | New |
| Gulf International Bank (UK) Ltd | 23,698 | $612.0K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 23,610 | $610.0K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 23,500 | $607.2K | 0.01% | +23,500 | New |
| Wolverine Trading, LLC | 22,848 | $600.0K | 0.02% | −23,070−50.2% | Reduced |
| North Star Investment Management Corp. | 23,214 | $600.0K | 0.06% | +2,407+11.6% | Added |
| Standard Life Aberdeen plc | 23,187 | $599.0K | 0.00% | +5,152+28.6% | Added |
| Prudential Financial Inc | 22,935 | $593.0K | 0.00% | −32,817−58.9% | Reduced |
| Principal Financial Group Inc | 22,924 | $592.0K | 0.00% | −3,277−12.5% | Reduced |
| Nissay Asset Management Corp | 22,835 | $590.0K | 0.01% | +1,134+5.2% | Added |
| Kercheville Advisors, LLC | 22,600 | $584.0K | 0.60% | −6,200−21.5% | Reduced |
| National Asset Management, Inc. | 22,448 | $580.0K | 0.02% | +491+2.2% | Added |
| JustInvest LLC | 21,850 | $565.0K | 0.03% | −1,703−7.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 21,116 | $546.0K | 0.02% | −1,246−5.6% | Reduced |
| Weik Capital Management | 20,575 | $532.0K | 0.27% | 00.0% | Unchanged |
| SEI Investments Co | 20,369 | $527.0K | 0.00% | −13,676−40.2% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $519.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 19,953 | $516.0K | 0.10% | +6,712+50.7% | Added |
| Atria Wealth Solutions, Inc. | 19,231 | $496.9K | 0.01% | −2,000−9.4% | Reduced |
| British Columbia Investment Management Corp | 19,210 | $496.0K | 0.01% | −3,519−15.5% | Reduced |
| Garrison Bradford & Associates Inc | 19,117 | $494.0K | 0.60% | −584−3.0% | Reduced |
| CenterStar Asset Management, LLC | – | $492.0K | 0.86% | – | New |
| Zhang Financial LLC | 18,672 | $482.0K | 0.07% | +1,885+11.2% | Added |
| Kestra Private Wealth Services, LLC | 18,582 | $480.0K | 0.03% | −361−1.9% | Reduced |
| SG Americas Securities, LLC | 18,260 | $472.0K | 0.01% | +1,349+8.0% | Added |
| Dividend Assets Capital, LLC | 18,200 | $470.0K | 0.11% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 18,200 | $470.0K | 0.00% | +18,200 | New |
| Gibraltar Capital Management, Inc. | 17,966 | $464.0K | 0.24% | +17,966 | New |
| Cambridge Investment Research Advisors, Inc. | 17,354 | $448.0K | 0.00% | +4,470+34.7% | Added |
| Cresset Asset Management, LLC | 17,265 | $446.0K | 0.01% | −30−0.2% | Reduced |
| AdvisorNet Financial, Inc | 17,216 | $445.0K | 0.04% | +345+2.0% | Added |
| Steel Peak Wealth Management LLC | 16,960 | $438.0K | 0.03% | +260+1.6% | Added |
| OneAscent Financial Services LLC | 16,735 | $432.0K | 0.17% | +417+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 16,295 | $421.1K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,214 | $419.0K | 0.02% | +2,343+16.9% | Added |
| Carson Advisory Inc. | 16,050 | $415.0K | 0.46% | +500+3.2% | Added |
| Maryland State Retirement & Pension System | 15,934 | $412.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,786 | $408.0K | 0.00% | +15,786 | New |
| Baldwin Brothers Inc | 15,720 | $406.0K | 0.06% | −180−1.1% | Reduced |
| Sterneck Capital Management, LLC | 15,520 | $401.0K | 0.28% | +2,500+19.2% | Added |
| Ameritas Investment Partners, Inc. | 15,500 | $400.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,033 | $388.0K | 0.02% | −7,476−33.2% | Reduced |
| Roosevelt Investment Group LLC | 15,000 | $388.0K | 0.03% | +5,000+50.0% | Added |
| CSS LLC | 15,000 | $388.0K | 0.02% | +15,000 | New |
| TD Waterhouse Canada Inc. | 13,448 | $387.3K | 0.00% | +13,448 | New |
| Tranquility Partners, LLC | 14,970 | $387.0K | 0.22% | +821+5.8% | Added |
| Elo Mutual Pension Insurance Co | 14,939 | $386.0K | 0.01% | −431−2.8% | Reduced |
| First Manhattan Co | 14,950 | $386.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,554 | $376.0K | 0.00% | +4,571+45.8% | Added |
| CIBC Asset Management Inc | 14,477 | $374.0K | 0.00% | +14+0.1% | Added |
| Two Sigma Securities, LLC | 14,452 | $373.0K | 0.05% | +14,452 | New |
| O'Rourke & Company, Inc | 14,386 | $372.0K | 0.32% | +344+2.4% | Added |
| Collective Family Office LLC | 14,400 | $372.0K | 0.19% | +14,400 | New |
| Parallax Volatility Advisers, L.P. | 14,330 | $370.0K | 0.01% | −99,103−87.4% | Reduced |
| Donoghue Forlines LLC | 14,337 | $370.0K | 0.13% | +720+5.3% | Added |
| Panagora Asset Management Inc | 14,029 | $363.0K | 0.00% | +123+0.9% | Added |
| Westpac Banking Corp | 13,824 | $357.2K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13,660 | $353.0K | 0.07% | +370+2.8% | Added |
| Ethic Inc. | 13,348 | $345.0K | 0.02% | −2,769−17.2% | Reduced |
| Mirabella Financial Services LLP | 12,764 | $336.0K | 0.03% | −18,717−59.5% | Reduced |
| Prelude Capital Management, LLC | 13,001 | $336.0K | 0.02% | −9,740−42.8% | Reduced |
| Occudo Quantitative Strategies LP | 13,022 | $336.0K | 0.03% | +13,022 | New |
| Power Corp of Canada | 12,870 | $333.0K | 0.05% | +12,870 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,684 | $332.0K | 0.01% | +12,684 | New |
| Arete Wealth Advisors, LLC | 12,792 | $331.0K | 0.03% | +12,792 | New |
| McGowan Group Asset Management, Inc. | 12,731 | $329.0K | 0.06% | −230−1.8% | Reduced |
| Sawtooth Solutions, LLC | 12,740 | $329.0K | 0.05% | +2,471+24.1% | Added |
| Carret Asset Management, LLC | 12,100 | $313.0K | 0.05% | −5,900−32.8% | Reduced |
| Mirador Capital Partners LP | 12,128 | $313.0K | 0.08% | −499−4.0% | Reduced |
| Guinness Asset Management LTD | 12,078 | $312.0K | 0.01% | −1,045−8.0% | Reduced |
| M&T Bank Corp | 11,974 | $310.0K | 0.00% | +4,209+54.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,890 | $307.0K | 0.02% | −16,049−57.4% | Reduced |
| Umb Bank N A | 11,770 | $304.0K | 0.01% | +4,124+53.9% | Added |
| Nordea Investment Management AB | 11,574 | $303.0K | 0.00% | +2,262+24.3% | Added |
| Principle Wealth Partners LLC | 11,631 | $301.0K | 0.04% | +300+2.6% | Added |
| Ameritas Advisory Services, LLC | 10,935 | $283.0K | 0.02% | +1,650+17.8% | Added |
| Natixis Advisors, L.P. | 10,827 | $280.0K | 0.00% | −850−7.3% | Reduced |
| Daiwa Securities Group Inc. | 10,773 | $278.0K | 0.00% | +937+9.5% | Added |
| Assetmark, Inc | 10,713 | $277.0K | 0.00% | −416−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,677 | $276.0K | 0.01% | +129+1.2% | Added |
| Van Eck Associates Corp | 10,679 | $276.0K | 0.00% | +1,216+12.9% | Added |
| Slow Capital, Inc. | 10,657 | $275.0K | 0.06% | +2,619+32.6% | Added |
| Yorktown Management & Research Co Inc | 10,600 | $274.0K | 0.36% | +3,100+41.3% | Added |
| Capital Fund Management S.A. | 10,490 | $271.1K | 0.01% | −26,114−71.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $271.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,294 | $266.0K | 0.00% | −3,410−24.9% | Reduced |
| Captrust Financial Advisors | 10,163 | $263.0K | 0.00% | +1,308+14.8% | Added |
| Ritholtz Wealth Management | 10,171 | $263.0K | 0.01% | +10,171 | New |