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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 632 | $19 | 0.00% | +632 | New |
| Fiduciary Alliance LLC | 8 | $239 | 0.00% | +8 | New |
| My Personal CFO, LLC | 18 | $537 | 0.00% | +18 | New |
| Insight Financial Services | 21 | $637 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $768 | 0.00% | +1+4.0% | Added |
| Arcus Capital Partners, LLC | 30 | $895 | 0.00% | +30 | New |
| Private Trust Co NA | 32 | $1.00K | 0.00% | −32−50.0% | Reduced |
| Ronald Blue Trust, Inc. | 71 | $1.00K | 0.00% | +38+115.2% | Added |
| Cribstone Capital Management, LLC | 35 | $1.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $1.22K | 0.00% | +41 | New |
| Quadrant Capital Group LLC | 57 | $1.70K | 0.00% | +23+67.6% | Added |
| Massmutual Trust Co FSB | 66 | $2.00K | 0.00% | −16−19.5% | Reduced |
| Parkside Financial Bank & Trust | 98 | $2.92K | 0.00% | +11+12.6% | Added |
| Accurate Wealth Management, LLC | 90 | $2.93K | 0.00% | +90 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $2.98K | 0.00% | +100 | New |
| Salem Investment Counselors Inc | 141 | $4.21K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 142 | $4.24K | 0.00% | −82−36.6% | Reduced |
| Glassman Wealth Services | 167 | $4.98K | 0.00% | +125+297.6% | Added |
| Glen Eagle Advisors, LLC | 200 | $5.97K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 193 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 189 | $6.00K | 0.00% | +139+278.0% | Added |
| Johnson Financial Group, Inc. | 219 | $6.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $7.52K | 0.00% | +252 | New |
| Parallel Advisors, LLC | 260 | $7.76K | 0.00% | +5+2.0% | Added |
| GHP Investment Advisors, Inc. | 295 | $8.80K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 300 | $8.95K | 0.00% | +300 | New |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $9.19K | 0.00% | +308 | New |
| Plante Moran Financial Advisors, LLC | 321 | $9.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 321 | $9.58K | 0.00% | +236+277.6% | Added |
| Phocas Financial Corp. | 325 | $9.70K | 0.00% | +325 | New |
| Credit Agricole S A | 333 | $9.94K | 0.00% | +101+43.5% | Added |
| Hollencrest Capital Management | 333 | $9.95K | 0.00% | +333 | New |
| Steward Financial Group LLC | 355 | $10.0K | 0.00% | +355 | New |
| AdvisorNet Financial, Inc | 376 | $11.2K | 0.00% | −16,840−97.8% | Reduced |
| Aquatic Capital Management LLC | 400 | $12.0K | 0.00% | +400 | New |
| Castleview Partners, LLC | 432 | $12.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 438 | $13.1K | 0.00% | +438 | New |
| Global Retirement Partners, LLC | 478 | $14.3K | 0.00% | +132+38.2% | Added |
| Money Concepts Capital Corp | 598 | $17.8K | 0.00% | +598 | New |
| Burleson & Company, LLC | 600 | $17.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $17.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 701 | $21.0K | 0.00% | −299−29.9% | Reduced |
| Quarry LP | 768 | $22.9K | 0.03% | +768 | New |
| Denali Advisors LLC | 835 | $24.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 890 | $26.6K | 0.01% | +620+229.6% | Added |
| Washington Trust Co | 1,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,053 | $31.4K | 0.04% | +1,053 | New |
| Loomis Sayles & Co L P | 1,101 | $33.0K | 0.00% | +675+158.5% | Added |
| Column Capital Advisors, LLC | 1,154 | $34.4K | 0.01% | +954+477.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,295 | $38.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $38.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,345 | $40.1K | 0.00% | −1,000−42.6% | Reduced |
| Bogart Wealth, LLC | 1,525 | $45.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,556 | $46.4K | 0.00% | +1,556 | New |
| Hexagon Capital Partners LLC | 1,728 | $51.6K | 0.01% | +101+6.2% | Added |
| EverSource Wealth Advisors, LLC | 1,746 | $52.1K | 0.01% | +1,645+1,628.7% | Added |
| Seeyond | 1,994 | $59.5K | 0.01% | −2,113−51.4% | Reduced |
| Concord Wealth Partners | 2,000 | $59.7K | 0.02% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,015 | $60.0K | 0.00% | −6,121−75.2% | Reduced |
| Zullo Investment Group, Inc. | 2,035 | $60.7K | 0.04% | −455−18.3% | Reduced |
| Tower View Investment Management & Research LLC | 2,041 | $61.0K | 0.04% | +22+1.1% | Added |
| Focused Wealth Management, Inc | 2,064 | $61.6K | 0.01% | +7+0.3% | Added |
| Cutler Group LP | 2,124 | $63.0K | 0.01% | +2,124 | New |
| American International Group, Inc. | 2,129 | $63.5K | 0.00% | −43−2.0% | Reduced |
| Fifth Third Bancorp | 2,185 | $65.2K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,300 | $69.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,455 | $73.3K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 2,460 | $73.4K | 0.06% | +1,916+352.2% | Added |
| Zions Bancorporation, N.A. | 2,515 | $75.0K | 0.01% | +2,515 | New |
| Advisory Services Network, LLC | 2,829 | $84.4K | 0.00% | +2,829 | New |
| Arlington Partners LLC | 2,852 | $85.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,000 | $90.0K | 0.00% | +3,000 | New |
| Sandy Spring Bank | 3,066 | $91.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,101 | $93.0K | 0.01% | +12+0.4% | Added |
| Belpointe Asset Management LLC | 3,498 | $104.4K | 0.01% | −3,398−49.3% | Reduced |
| CWM, LLC | 3,575 | $107.0K | 0.00% | +1,207+51.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,620 | $108.0K | 0.01% | +3,620 | New |
| Wellington Shields & Co., LLC | 3,685 | $110.0K | 0.02% | −1,005−21.4% | Reduced |
| Walleye Trading LLC | 3,720 | $111.0K | 0.00% | +3,720 | New |
| Ossiam | 3,735 | $111.5K | 0.00% | −622−14.3% | Reduced |
| Covestor Ltd | 3,766 | $112.0K | 0.09% | −258−6.4% | Reduced |
| Ci Investments Inc. | 3,768 | $112.0K | 0.00% | +3,754+26,814.3% | Added |
| Altshuler Shaham Ltd | 3,775 | $112.6K | 0.00% | +442+13.3% | Added |
| MetLife Investment Management | 4,278 | $127.7K | 0.00% | +20+0.5% | Added |
| Storebrand Asset Management AS | 4,337 | $129.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 4,684 | $140.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,227 | $141.0K | 0.00% | +1,101+35.2% | Added |
| Pittenger & Anderson Inc | 5,000 | $149.2K | 0.01% | +1,000+25.0% | Added |
| Umb Bank N A | 5,054 | $151.0K | 0.00% | −6,716−57.1% | Reduced |
| Highlander Capital Management, LLC | 5,400 | $161.0K | 0.08% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,050 | $180.5K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,623 | $197.6K | 0.01% | +745+12.7% | Added |
| FJ Capital Management LLC | 6,733 | $200.9K | 0.02% | −45,267−87.1% | Reduced |
| Harbor Investment Advisory, LLC | 6,750 | $201.4K | 0.03% | −200−2.9% | Reduced |
| Swiss Life Asset Management Ltd | 6,736 | $201.7K | 0.00% | +6,736 | New |
| Twin Tree Management, LP | 6,812 | $203.3K | 0.01% | +2,733+67.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,856 | $204.6K | 0.18% | +6,856 | New |
| SMH Capital Advisors Inc | 6,864 | $204.8K | 0.30% | +6,864 | New |