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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 7,057 | $210.6K | 0.00% | +7,057 | New |
| Keebeck Wealth Management, LLC | 7,065 | $210.8K | 0.04% | +7,065 | New |
| Exos TFP Holdings LLC | 7,147 | $213.3K | 0.06% | +943+15.2% | Added |
| Xponance, Inc. | 7,296 | $217.7K | 0.00% | +7,296 | New |
| Williams Jones Wealth Management, LLC. | 7,308 | $218.1K | 0.00% | +7,308 | New |
| NewEdge Wealth, LLC | 7,472 | $223.0K | 0.01% | +7,472 | New |
| Raymond James Trust N.A. | 7,467 | $223.0K | 0.01% | +7,467 | New |
| Glenview Trust Co | 7,500 | $223.8K | 0.01% | +7,500 | New |
| EdgeRock Capital LLC | 7,491 | $224.0K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,599 | $226.8K | 0.00% | +6,028+383.7% | Added |
| AE Wealth Management LLC | 7,773 | $231.9K | 0.00% | +7,773 | New |
| Cetera Investment Advisers | 7,824 | $233.5K | 0.00% | +7,824 | New |
| Global Assets Advisory, LLC | 7,869 | $234.8K | 0.25% | −159−2.0% | Reduced |
| Triangle Securities Wealth Management | 7,995 | $238.6K | 0.09% | +7,995 | New |
| Segment Wealth Management, LLC | 8,200 | $244.7K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 8,217 | $245.2K | 0.00% | −62−0.7% | Reduced |
| Fiduciary Group LLC | 8,300 | $247.7K | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 8,520 | $254.0K | 0.00% | −1,125−11.7% | Reduced |
| Bayesian Capital Management, LP | 8,632 | $257.6K | 0.04% | +8,632 | New |
| Moors & Cabot, Inc. | 8,678 | $259.0K | 0.02% | −225−2.5% | Reduced |
| Private Advisor Group, LLC | 14,833 | $261.2K | 0.01% | +6,408+76.1% | Added |
| E&G Advisors, LP | 8,800 | $262.6K | 0.10% | 00.0% | Unchanged |
| Creative Planning | 8,816 | $263.1K | 0.00% | −1,229−12.2% | Reduced |
| Visionary Wealth Advisors | 8,840 | $264.0K | 0.02% | +200+2.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,164 | $273.5K | 0.18% | −78−0.8% | Reduced |
| Acadian Asset Management LLC | 9,333 | $278.0K | 0.00% | +2,651+39.7% | Added |
| Capital Investment Counsel, Inc | 9,350 | $279.0K | 0.07% | +9,350 | New |
| Kovack Advisors, Inc. | 9,519 | $284.0K | 0.04% | −213−2.2% | Reduced |
| Principle Wealth Partners LLC | 9,531 | $284.4K | 0.03% | −2,100−18.1% | Reduced |
| Sawtooth Solutions, LLC | 9,609 | $286.7K | 0.04% | −3,131−24.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,725 | $290.0K | 0.05% | +1,771+22.3% | Added |
| Northeast Investment Management | 9,811 | $293.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,867 | $294.4K | 0.01% | +9,867 | New |
| Stiles Financial Services Inc | 9,896 | $295.3K | 0.17% | +9,896 | New |
| Mirador Capital Partners LP | 9,911 | $295.7K | 0.07% | −2,217−18.3% | Reduced |
| Maltese Capital Management LLC | 10,000 | $298.4K | 0.08% | +10,000 | New |
| Assetmark, Inc | 10,355 | $309.0K | 0.00% | −358−3.3% | Reduced |
| Captrust Financial Advisors | 10,369 | $309.4K | 0.00% | +206+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $313.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,557 | $315.0K | 0.00% | −3,920−27.1% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $316.3K | 0.39% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,657 | $318.0K | 0.07% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,677 | $318.6K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,784 | $322.1K | 0.00% | −1,900−15.0% | Reduced |
| Fort Sheridan Advisors LLC | 10,800 | $322.3K | 0.10% | +1,800+20.0% | Added |
| Allstate Corp | 11,005 | $328.4K | 0.01% | +11,005 | New |
| Allstate Investment Management Co | 11,005 | $328.4K | 0.01% | +11,005 | New |
| Daiwa Securities Group Inc. | 11,373 | $339.0K | 0.00% | +600+5.6% | Added |
| Collective Family Office LLC | 11,400 | $340.2K | 0.15% | −3,000−20.8% | Reduced |
| Ameritas Advisory Services, LLC | 11,664 | $348.1K | 0.02% | +729+6.7% | Added |
| Nordea Investment Management AB | 11,815 | $353.6K | 0.00% | +241+2.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,890 | $354.8K | 0.02% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 12,078 | $360.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,505 | $373.1K | 0.00% | −3,281−20.8% | Reduced |
| Cresset Asset Management, LLC | 17,284 | $375.0K | 0.00% | +19+0.1% | Added |
| McGowan Group Asset Management, Inc. | 12,753 | $380.5K | 0.06% | +22+0.2% | Added |
| Power Corp of Canada | 12,870 | $384.0K | 0.07% | 00.0% | Unchanged |
| Duality Advisers, LP | 13,078 | $390.2K | 0.04% | +13,078 | New |
| Apollon Wealth Management, LLC | 13,235 | $394.9K | 0.03% | +3,958+42.7% | Added |
| Blair William & Co | 13,236 | $395.0K | 0.00% | +13,236 | New |
| Arete Wealth Advisors, LLC | 13,329 | $397.7K | 0.04% | +537+4.2% | Added |
| Carret Asset Management, LLC | 13,500 | $403.0K | 0.06% | +1,400+11.6% | Added |
| Westpac Banking Corp | 13,824 | $412.5K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 14,178 | $423.1K | 0.01% | +14,178 | New |
| Fort Point Capital Partners LLC | 14,260 | $425.5K | 0.07% | +600+4.4% | Added |
| O'Rourke & Company, Inc | 14,270 | $426.0K | 0.34% | −116−0.8% | Reduced |
| First Manhattan Co | 14,300 | $426.7K | 0.00% | −650−4.3% | Reduced |
| M&T Bank Corp | 14,607 | $435.9K | 0.00% | +2,633+22.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,728 | $439.0K | 0.00% | +6,740+84.4% | Added |
| Parallax Volatility Advisers, L.P. | 14,729 | $439.5K | 0.01% | +399+2.8% | Added |
| Elo Mutual Pension Insurance Co | 14,939 | $446.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 15,116 | $451.1K | 0.02% | −6,734−30.8% | Reduced |
| Sterneck Capital Management, LLC | 15,520 | $463.1K | 0.31% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15,720 | $469.1K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,743 | $469.8K | 0.02% | +710+4.7% | Added |
| TD Waterhouse Canada Inc. | 14,516 | $470.3K | 0.01% | +1,068+7.9% | Added |
| Maryland State Retirement & Pension System | 15,934 | $475.5K | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 15,935 | $475.5K | 0.46% | −115−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,295 | $486.2K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,518 | $493.0K | 0.02% | +304+1.9% | Added |
| Viawealth, LLC | 15,211 | $493.7K | 0.41% | +15,211 | New |
| ProShare Advisors LLC | 16,671 | $497.5K | 0.00% | +2,117+14.5% | Added |
| Edgemoor Investment Advisors, Inc. | 16,702 | $498.4K | 0.06% | +16,702 | New |
| Garrison Bradford & Associates Inc | 16,836 | $502.0K | 0.61% | −2,281−11.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,876 | $504.0K | 0.01% | +16,876 | New |
| Cubist Systematic Strategies, LLC | 16,898 | $504.2K | 0.00% | −198,844−92.2% | Reduced |
| Ethic Inc. | 16,980 | $506.7K | 0.03% | +3,632+27.2% | Added |
| Vident Investment Advisory, LLC | 17,418 | $519.8K | 0.02% | +17,418 | New |
| British Columbia Investment Management Corp | 17,543 | $523.5K | 0.01% | −1,667−8.7% | Reduced |
| Van Eck Associates Corp | 17,678 | $527.0K | 0.00% | +6,999+65.5% | Added |
| Atria Wealth Solutions, Inc. | 17,701 | $528.2K | 0.01% | −1,530−8.0% | Reduced |
| Magnetar Financial LLC | 18,008 | $537.0K | 0.01% | −11,963−39.9% | Reduced |
| Dividend Assets Capital, LLC | 18,200 | $543.0K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18,740 | $559.2K | 0.05% | −4,474−19.3% | Reduced |
| Dark Forest Capital Management LP | 18,927 | $564.8K | 0.14% | +18,927 | New |
| Zhang Financial LLC | 18,975 | $566.2K | 0.07% | +303+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,069 | $569.0K | 0.00% | +8,775+85.2% | Added |
| Gibraltar Capital Management, Inc. | 19,209 | $573.2K | 0.27% | +1,243+6.9% | Added |
| Kestra Private Wealth Services, LLC | 19,236 | $574.0K | 0.03% | +654+3.5% | Added |
| Weik Capital Management | 19,660 | $587.0K | 0.27% | −915−4.4% | Reduced |