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 |
|---|---|---|---|---|---|
| Creative Planning | 10,045 | $260.0K | 0.00% | +33+0.3% | Added |
| Northeast Investment Management | 9,811 | $254.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 9,754 | $252.0K | 0.01% | −959−9.0% | Reduced |
| Kovack Advisors, Inc. | 9,732 | $251.0K | 0.04% | +671+7.4% | Added |
| Colony Group LLC | 9,645 | $249.0K | 0.00% | −5,020−34.2% | Reduced |
| Fiduciary Group LLC | 8,300 | $244.0K | 0.03% | +200+2.5% | Added |
| Wellington Management Group LLP | 9,318 | $241.0K | 0.00% | +1,068+12.9% | Added |
| Apollon Wealth Management, LLC | 9,277 | $240.0K | 0.02% | +1,352+17.1% | Added |
| Retirement Planning Co of New England, Inc. | 9,242 | $238.0K | 0.17% | +1,761+23.5% | Added |
| Fort Sheridan Advisors LLC | 9,000 | $233.0K | 0.08% | +1,250+16.1% | Added |
| Moors & Cabot, Inc. | 8,903 | $230.0K | 0.02% | +425+5.0% | Added |
| Mariner, LLC | 8,859 | $229.0K | 0.00% | +8,859 | New |
| E&G Advisors, LP | 8,800 | $227.0K | 0.08% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 8,028 | $227.0K | 0.23% | +8,028 | New |
| Visionary Wealth Advisors | 8,640 | $223.0K | 0.02% | −974−10.1% | Reduced |
| Private Advisor Group, LLC | 8,425 | $218.0K | 0.00% | −43,780−83.9% | Reduced |
| Manufacturers Life Insurance Company, The | 8,279 | $213.9K | 0.00% | −145−1.7% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $212.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,136 | $210.0K | 0.00% | +1,201+17.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,988 | $206.0K | 0.00% | −57,512−87.8% | Reduced |
| Thoroughbred Financial Services, LLC | 7,954 | $205.0K | 0.04% | −961−10.8% | Reduced |
| EdgeRock Capital LLC | 7,491 | $194.0K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,950 | $180.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,896 | $178.0K | 0.01% | −1,991−22.4% | Reduced |
| Acadian Asset Management LLC | 6,682 | $172.0K | 0.00% | +6,682 | New |
| FIL Ltd | 6,421 | $166.0K | 0.00% | +6,421 | New |
| Exos TFP Holdings LLC | 6,204 | $160.0K | 0.07% | +6,204 | New |
| Spirit of America Management Corp | 6,050 | $156.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,878 | $151.9K | 0.01% | +1,607+37.6% | Added |
| Highlander Capital Management, LLC | 5,400 | $140.0K | 0.08% | +1,250+30.1% | Added |
| American Portfolios Advisors | 4,744 | $122.6K | 0.01% | +689+17.0% | Added |
| Wellington Shields & Co., LLC | 4,690 | $121.0K | 0.05% | −1,815−27.9% | Reduced |
| Vestcor Inc | 4,684 | $121.0K | 0.00% | +123+2.7% | Added |
| IFP Advisors, Inc | 3,126 | $115.0K | 0.00% | +51+1.7% | Added |
| Ossiam | 4,357 | $113.0K | 0.00% | +3,735+600.5% | Added |
| Storebrand Asset Management AS | 4,337 | $112.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,258 | $110.0K | 0.00% | −103−2.4% | Reduced |
| Seeyond | 4,107 | $106.0K | 0.01% | −7,602−64.9% | Reduced |
| Twin Tree Management, LP | 4,079 | $105.0K | 0.00% | −227,873−98.2% | Reduced |
| Covestor Ltd | 4,024 | $104.0K | 0.09% | +3,733+1,282.8% | Added |
| Pittenger & Anderson Inc | 4,000 | $103.0K | 0.01% | +4,000 | New |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $103.0K | 0.03% | +4,000 | New |
| Motco | 3,667 | $95.0K | 0.01% | +3,667 | New |
| Altshuler Shaham Ltd | 3,333 | $87.0K | 0.00% | −386−10.4% | Reduced |
| KBC Group NV | 3,211 | $83.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,089 | $80.0K | 0.00% | −1,017−24.8% | Reduced |
| Harvest Fund Management Co., Ltd | 3,114 | $80.0K | 0.02% | +370+13.5% | Added |
| Sandy Spring Bank | 3,066 | $79.0K | 0.01% | +148+5.1% | Added |
| Arlington Partners LLC | 2,852 | $74.0K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,490 | $64.0K | 0.04% | +65+2.7% | Added |
| Larson Financial Group LLC | 2,455 | $63.0K | 0.01% | +2,455 | New |
| Proequities, Inc. | 2,345 | $61.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,368 | $61.0K | 0.00% | +646+37.5% | Added |
| Banque Cantonale Vaudoise | 2,300 | $59.0K | 0.00% | −16,200−87.6% | Reduced |
| American International Group, Inc. | 2,172 | $56.0K | 0.00% | +6+0.3% | Added |
| Fifth Third Bancorp | 2,185 | $56.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,057 | $53.0K | 0.01% | +6+0.3% | Added |
| Tower View Investment Management & Research LLC | 2,019 | $52.0K | 0.04% | +19+1.0% | Added |
| Anchor Investment Management, LLC | 2,000 | $51.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,627 | $42.0K | 0.01% | +923+131.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,571 | $41.0K | 0.00% | −160−9.2% | Reduced |
| Bogart Wealth, LLC | 1,525 | $39.0K | 0.00% | −71−4.4% | Reduced |
| Ameliora Wealth Management Ltd. | 1,500 | $38.0K | 0.02% | +1,500 | New |
| Edmond de Rothschild Holding S.A. | 1,295 | $34.0K | 0.00% | −8,517−86.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,150 | $29.0K | 0.00% | −134−10.4% | Reduced |
| Washington Trust Co | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $26.0K | 0.00% | +700+233.3% | Added |
| Denali Advisors LLC | 835 | $22.0K | 0.01% | −200−19.3% | Reduced |
| Burleson & Company, LLC | 600 | $16.0K | 0.00% | −10−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $16.0K | 0.01% | +600 | New |
| Gould Capital, LLC | 544 | $14.0K | 0.01% | +5+0.9% | Added |
| Bray Capital Advisors | 500 | $13.0K | 0.00% | +500 | New |
| Loomis Sayles & Co L P | 426 | $11.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 432 | $11.0K | 0.01% | −856−66.5% | Reduced |
| Global Retirement Partners, LLC | 346 | $10.0K | 0.00% | +46+15.3% | Added |
| Axiom Investment Management LLC | 400 | $10.0K | 0.02% | +400 | New |
| Riverview Trust Co | 398 | $10.0K | 0.01% | +398 | New |
| Plante Moran Financial Advisors, LLC | 321 | $8.00K | 0.00% | +1+0.3% | Added |
| GHP Investment Advisors, Inc. | 295 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 326 | $8.00K | 0.00% | +326 | New |
| Parallel Advisors, LLC | 255 | $7.00K | 0.00% | −52−16.9% | Reduced |
| CVA Family Office, LLC | 270 | $7.00K | 0.00% | +25+10.2% | Added |
| Credit Agricole S A | 232 | $6.00K | 0.00% | −56,336−99.6% | Reduced |
| Ellevest, Inc. | 224 | $6.00K | 0.00% | −218−49.3% | Reduced |
| Meeder Asset Management Inc | 213 | $6.00K | 0.00% | −73−25.5% | Reduced |
| Johnson Financial Group, Inc. | 219 | $6.00K | 0.00% | +219 | New |
| Glen Eagle Advisors, LLC | 200 | $5.17K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 193 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 101 | $3.00K | 0.00% | −1,476−93.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.00K | 0.00% | −500−83.3% | Reduced |
| Parkside Financial Bank & Trust | 87 | $2.00K | 0.00% | +27+45.0% | Added |
| Private Trust Co NA | 64 | $2.00K | 0.00% | +32+100.0% | Added |
| Bell Investment Advisors, Inc | 85 | $2.00K | 0.00% | +50+142.9% | Added |
| Massmutual Trust Co FSB | 82 | $2.00K | 0.00% | +82 | New |