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, Q4 2022
Institutional positions in Carlyle Group Inc. as of Dec 31, 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
- 429
- +18 vs. Q3 2022
- Shares held
- 200.4M
- +6.56M (+3.4%) vs. Q3 2022
- Total value
- $5.98B
- +$968.7M (+19.3%) vs. Q3 2022
- New holders
- 83
- 165 more added
- Sold out
- 65
- 120 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,952,869 | $744.6M | 0.02% | +820,092+3.4% | Added |
| Morgan Stanley | 24,697,730 | $737.0M | 0.08% | +2,514,895+11.3% | Added |
| BlackRock Inc. | 13,350,624 | $398.4M | 0.01% | +1,081,623+8.8% | Added |
| Alkeon Capital Management LLC | 13,125,161 | $391.7M | 2.91% | +333,224+2.6% | Added |
| Vulcan Value Partners, LLC | 12,637,553 | $377.2M | 5.07% | −1,596,356−11.2% | Reduced |
| State Street Corp | 5,069,902 | $151.3M | 0.01% | −123,855−2.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,145,185 | $123.7M | 0.75% | +27,365+0.7% | Added |
| Natixis | 3,867,750 | $115.4M | 0.68% | +2,734,384+241.3% | Added |
| Legal & General Group Plc | 3,558,425 | $106.2M | 0.04% | +103,518+3.0% | Added |
| Goldman Sachs Group Inc | 3,546,040 | $105.8M | 0.03% | +2,064,503+139.3% | Added |
| Norges Bank | 3,430,235 | $102.4M | 0.02% | −141,951−4.0% | Reduced |
| Geode Capital Management, LLC | 3,233,725 | $96.4M | 0.01% | +149,699+4.9% | Added |
| Ariel Investments, LLC | 2,926,392 | $87.3M | 0.89% | +2,926,392 | New |
| William Blair Investment Management, LLC | 2,845,572 | $84.9M | 0.32% | +2,845,572 | New |
| Security Benefit Life Insurance Co | 2,617,691 | $78.1M | 9.92% | 00.0% | Unchanged |
| Millennium Management LLC | 2,253,462 | $67.2M | 0.07% | +1,404,708+165.5% | Added |
| Capital World Investors | 2,217,000 | $66.2M | 0.01% | −13,819,206−86.2% | Reduced |
| Bamco Inc | 2,172,627 | $64.8M | 0.22% | −80,025−3.6% | Reduced |
| National Bank of Canada | 2,087,542 | $62.3M | 0.17% | +955,696+84.4% | Added |
| Price T Rowe Associates Inc | 1,967,875 | $58.7M | 0.01% | +1,891,711+2,483.7% | Added |
| Balyasny Asset Management LLC | 1,833,763 | $54.7M | 0.19% | +1,268,037+224.1% | Added |
| Allianz Asset Management GmbH | 1,825,862 | $54.5M | 0.12% | +113,291+6.6% | Added |
| Bank of New York Mellon Corp | 1,809,134 | $54.0M | 0.01% | +845,575+87.8% | Added |
| Brown Advisory Inc | 1,652,557 | $49.3M | 0.09% | +95,043+6.1% | Added |
| First Trust Advisors LP | 1,648,914 | $49.2M | 0.06% | +794,844+93.1% | Added |
| Argent Capital Management LLC | 1,632,201 | $48.7M | 1.75% | −22,095−1.3% | Reduced |
| HSBC Holdings PLC | 1,514,652 | $45.0M | 0.06% | +622,144+69.7% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $44.8M | 2.50% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,496,932 | $44.7M | 0.01% | +114,714+8.3% | Added |
| Northern Trust Corp | 1,480,046 | $44.2M | 0.01% | −112,848−7.1% | Reduced |
| LGT Capital Partners Ltd. | 1,474,000 | $44.0M | 1.29% | +163,000+12.4% | Added |
| Assenagon Asset Management S.A. | 1,350,647 | $40.3M | 0.17% | −2,127,749−61.2% | Reduced |
| FMR LLC | 1,345,993 | $40.2M | 0.00% | +218,141+19.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $39.6M | 0.53% | +20,000+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,307,400 | $39.0M | 0.20% | −1,234,555−48.6% | Reduced |
| Bank of Nova Scotia | 1,272,015 | $38.0M | 0.10% | +1,272,015 | New |
| Artisan Partners Limited Partnership | 1,220,372 | $36.4M | 0.06% | −342,952−21.9% | Reduced |
| Citadel Advisors LLC | 1,164,491 | $34.7M | 0.04% | −57,955−4.7% | Reduced |
| Dimensional Fund Advisors LP | 1,151,172 | $34.4M | 0.01% | +1,151,172 | New |
| Bank of America Corp | 1,051,615 | $31.4M | 0.00% | −667,242−38.8% | Reduced |
| Polaris Capital Management, LLC | 1,011,500 | $30.2M | 1.05% | +32,800+3.4% | Added |
| Alyeska Investment Group, L.P. | 955,908 | $28.5M | 0.30% | +575,441+151.2% | Added |
| Robeco Institutional Asset Management B.V. | 947,482 | $28.3M | 0.08% | +442,131+87.5% | Added |
| Credit Suisse AG | 943,776 | $28.2M | 0.03% | −174,385−15.6% | Reduced |
| Nuveen Asset Management, LLC | 893,486 | $26.7M | 0.01% | +30,066+3.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 805,279 | $24.0M | 0.69% | +534,658+197.6% | Added |
| Rockefeller Capital Management L.P. | 794,396 | $23.7M | 0.12% | +709,497+835.7% | Added |
| Moore Capital Management, LP | 735,851 | $22.0M | 0.62% | +735,851 | New |
| UBS Group AG | 727,421 | $21.7M | 0.01% | +162,844+28.8% | Added |
| Algebris (UK) Ltd | 722,425 | $21.5M | 9.85% | +31,204+4.5% | Added |
| Invesco Ltd. | 716,770 | $21.4M | 0.01% | +323,058+82.1% | Added |
| Twinbeech Capital LP | 709,713 | $21.2M | 0.40% | +136,916+23.9% | Added |
| Victory Capital Management Inc | 656,368 | $19.6M | 0.02% | −56,293−7.9% | Reduced |
| Thrivent Financial for Lutherans | 637,055 | $19.0M | 0.05% | +191,402+42.9% | Added |
| UBS Asset Management Americas Inc | 620,239 | $18.5M | 0.01% | −3,719−0.6% | Reduced |
| Panagora Asset Management Inc | 618,025 | $18.4M | 0.12% | +603,996+4,305.3% | Added |
| Deutsche Bank AG | 598,195 | $17.9M | 0.01% | +115,091+23.8% | Added |
| Prudential Financial Inc | 595,420 | $17.8M | 0.03% | +572,485+2,496.1% | Added |
| Renaissance Technologies LLC | 579,500 | $17.3M | 0.02% | −581,100−50.1% | Reduced |
| Partners Group Holding AG | 574,643 | $17.1M | 1.31% | +66,571+13.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 554,421 | $16.5M | 0.01% | −13,709−2.4% | Reduced |
| Putnam Investments LLC | 533,792 | $15.9M | 0.03% | +303,173+131.5% | Added |
| Neuberger Berman Group LLC | 531,978 | $15.9M | 0.02% | +4,649+0.9% | Added |
| ING Groep NV | 500,000 | $14.9M | 0.15% | +243,000+94.6% | Added |
| Walleye Capital LLC | 487,335 | $14.5M | 0.32% | +487,335 | New |
| Phase 2 Partners, LLC | 482,557 | $14.4M | 6.50% | +111,057+29.9% | Added |
| JPMorgan Chase & Co | 475,952 | $14.2M | 0.00% | −207,318−30.3% | Reduced |
| California Public Employees Retirement System | 460,933 | $13.8M | 0.01% | −21,392−4.4% | Reduced |
| AustralianSuper Pty Ltd | 452,523 | $13.6M | 0.10% | −83,914−15.6% | Reduced |
| Channing Capital Management, LLC | 431,187 | $12.9M | 0.41% | +431,187 | New |
| Worldquant Millennium Advisors LLC | 429,255 | $12.8M | 0.29% | +198,376+85.9% | Added |
| New York State Common Retirement Fund | 403,125 | $12.0M | 0.02% | +10,643+2.7% | Added |
| Oppenheimer & Co Inc | 392,141 | $11.7M | 0.27% | +31,608+8.8% | Added |
| Wells Fargo & Company | 381,780 | $11.4M | 0.00% | −64,480−14.4% | Reduced |
| Amundi | 324,081 | $10.7M | 0.01% | +2,220+0.7% | Added |
| California State Teachers Retirement System | 350,471 | $10.5M | 0.02% | +15,009+4.5% | Added |
| Sargent Investment Group, LLC | 328,675 | $9.81M | 3.05% | +10,695+3.4% | Added |
| Bank of Montreal | 315,970 | $9.55M | 0.01% | +44,963+16.6% | Added |
| Sit Investment Associates Inc | 296,680 | $8.85M | 0.25% | +168,537+131.5% | Added |
| Royal Bank of Canada | 293,174 | $8.75M | 0.00% | −180,926−38.2% | Reduced |
| Frontier Capital Management Co LLC | 269,759 | $8.05M | 0.09% | −797−0.3% | Reduced |
| DnB Asset Management AS | 244,123 | $7.28M | 0.05% | +23,906+10.9% | Added |
| Brookfield Asset Management Inc. | 233,185 | $6.96M | 0.03% | +109,494+88.5% | Added |
| Strategic Global Advisors, LLC | 224,276 | $6.69M | 1.07% | −4,280−1.9% | Reduced |
| Barclays PLC | 223,826 | $6.68M | 0.01% | −439,569−66.3% | Reduced |
| Rhumbline Advisers | 223,067 | $6.66M | 0.01% | +11,611+5.5% | Added |
| Squarepoint Ops LLC | 215,744 | $6.44M | 0.05% | +7,081+3.4% | Added |
| Raymond James & Associates | 213,903 | $6.38M | 0.01% | −6,934−3.1% | Reduced |
| Franklin Resources Inc | 201,912 | $6.03M | 0.00% | −6,156−3.0% | Reduced |
| Bessemer Group Inc | 200,000 | $5.97M | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 185,544 | $5.54M | 0.29% | +2,241+1.2% | Added |
| Federated Hermes, Inc. | 176,389 | $5.26M | 0.01% | −85,041−32.5% | Reduced |
| Great West Life Assurance Co | 174,284 | $5.22M | 0.01% | +45,820+35.7% | Added |
| Gator Capital Management, LLC | 174,475 | $5.21M | 3.83% | +174,475 | New |
| Baltimore-Washington Financial Advisors, Inc. | 169,293 | $5.05M | 0.49% | −32,251−16.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 168,903 | $5.04M | 0.04% | −200,910−54.3% | Reduced |
| Aviva PLC | 167,372 | $4.99M | 0.02% | −21,711−11.5% | Reduced |
| American Century Companies Inc | 166,813 | $4.98M | 0.00% | +31,459+23.2% | Added |
| City of London Investment Management Co Ltd | 162,315 | $4.84M | 0.39% | +40,270+33.0% | Added |
| AXA S.A. | 156,959 | $4.68M | 0.02% | +87,898+127.3% | Added |