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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 19,709 | $588.1K | 0.00% | −3,215−14.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 19,862 | $592.7K | 0.02% | −1,254−5.9% | Reduced |
| Levin Capital Strategies, L.P. | 20,000 | $596.8K | 0.08% | +20,000 | New |
| Hamilton Capital Partners Inc. | 20,088 | $599.4K | 0.25% | +20,088 | New |
| Public Employees Retirement Association of Colorado | 20,098 | $600.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,984 | $626.0K | 0.00% | +3,630+20.9% | Added |
| Public Sector Pension Investment Board | 21,341 | $636.8K | 0.01% | +3,141+17.3% | Added |
| Burns Matteson Capital Management, LLC | 21,462 | $640.4K | 0.42% | +21,462 | New |
| Nissay Asset Management Corp | 21,922 | $654.2K | 0.01% | −913−4.0% | Reduced |
| SEI Investments Co | 22,557 | $673.7K | 0.00% | +2,188+10.7% | Added |
| National Asset Management, Inc. | 23,122 | $689.9K | 0.02% | +674+3.0% | Added |
| Virginia Retirement Systems Et Al | 23,500 | $701.2K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 23,698 | $707.0K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 23,845 | $711.5K | 0.00% | +658+2.8% | Added |
| Gofen & Glossberg LLC | 24,400 | $728.0K | 0.02% | −13,350−35.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,483 | $730.6K | 0.11% | +24,483 | New |
| Moody National Bank Trust Division | 24,599 | $734.0K | 0.06% | −145−0.6% | Reduced |
| 1832 Asset Management L.P. | 25,251 | $753.5K | 0.00% | −3,542−12.3% | Reduced |
| Hoertkorn Richard Charles | 25,300 | $755.0K | 0.40% | +25,300 | New |
| Alpha Paradigm Partners, LLC | 25,750 | $768.0K | 0.32% | +25,750 | New |
| The PNC Financial Services Group, Inc. | 26,318 | $785.3K | 0.00% | −2,053−7.2% | Reduced |
| Pinebridge Investments, L.P. | 26,636 | $794.8K | 0.01% | +26,636 | New |
| Voya Investment Management LLC | 27,616 | $824.1K | 0.00% | −3,820−12.2% | Reduced |
| DekaBank Deutsche Girozentrale | 26,876 | $829.0K | 0.00% | −496−1.8% | Reduced |
| Banque Pictet & Cie SA | 28,000 | $835.5K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 28,246 | $842.8K | 0.35% | −199−0.7% | Reduced |
| HighTower Advisors, LLC | 28,149 | $843.0K | 0.00% | +3,051+12.2% | Added |
| Emfo, LLC | 28,725 | $857.2K | 0.86% | +500+1.8% | Added |
| Intech Investment Management LLC | 29,207 | $871.5K | 0.01% | −124−0.4% | Reduced |
| Lazard Asset Management LLC | 30,247 | $902.0K | 0.00% | +30,247 | New |
| Handelsbanken Fonder AB | 30,700 | $916.0K | 0.01% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 30,865 | $921.0K | 0.01% | −1,118−3.5% | Reduced |
| Kendall Capital Management | 31,662 | $945.0K | 0.48% | +6,370+25.2% | Added |
| Waterfront Wealth Inc. | 27,840 | $986.4K | 0.34% | −600−2.1% | Reduced |
| Stamos Capital Partners, L.P. | 33,180 | $990.1K | 0.31% | +33,180 | New |
| Mariner, LLC | 33,397 | $997.0K | 0.00% | +24,538+277.0% | Added |
| D.A. Davidson & Co. | 33,422 | $997.3K | 0.01% | +300+0.9% | Added |
| GFG Capital, LLC | 33,542 | $1.00M | 0.23% | −1,087−3.1% | Reduced |
| Herbst Group, LLC | 34,651 | $1.03M | 0.84% | −399−1.1% | Reduced |
| Park Circle Co | 34,765 | $1.04M | 1.01% | +34,765 | New |
| Susquehanna International Group, LLP | 35,123 | $1.05M | 0.00% | −91,014−72.2% | Reduced |
| Concentric Capital Strategies, LP | 35,491 | $1.06M | 0.53% | +35,491 | New |
| Illinois Municipal Retirement Fund | 35,688 | $1.06M | 0.02% | +12,078+51.2% | Added |
| WBI Investments | 36,826 | $1.10M | 0.24% | +36,826 | New |
| Utah Retirement Systems | 37,100 | $1.11M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,560 | $1.12M | 0.01% | +12,539+50.1% | Added |
| ExodusPoint Capital Management, LP | 39,754 | $1.19M | 0.02% | +39,754 | New |
| Steward Partners Investment Advisory, LLC | 39,773 | $1.19M | 0.02% | −2,262−5.4% | Reduced |
| MMBG Investment Advisors Co. | 40,000 | $1.19M | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 40,164 | $1.20M | 0.01% | −440−1.1% | Reduced |
| Tredje AP-fonden | 40,174 | $1.20M | 0.02% | +5,372+15.4% | Added |
| STRS Ohio | 43,000 | $1.28M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 43,225 | $1.29M | 0.01% | +659+1.5% | Added |
| Teza Capital Management LLC | 43,595 | $1.30M | 0.25% | +7,984+22.4% | Added |
| Alps Advisors Inc | 44,700 | $1.33M | 0.01% | −6,100−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 46,729 | $1.39M | 0.00% | +6,830+17.1% | Added |
| KBC Group NV | 47,215 | $1.41M | 0.01% | +44,004+1,370.4% | Added |
| IFM Investors Pty Ltd | 47,385 | $1.41M | 0.02% | +5,250+12.5% | Added |
| Truist Financial Corp | 47,678 | $1.42M | 0.00% | −58,052−54.9% | Reduced |
| CI Private Wealth, LLC | 48,639 | $1.45M | 0.01% | +48,639 | New |
| Bleakley Financial Group, LLC | 49,064 | $1.46M | 0.05% | +49,064 | New |
| Capital Management Associates | 49,232 | $1.47M | 2.18% | +1,822+3.8% | Added |
| Guild Investment Management, Inc. | 49,330 | $1.47M | 2.52% | +49,330 | New |
| First Republic Investment Management, Inc. | 49,730 | $1.48M | 0.00% | −591,449−92.2% | Reduced |
| Sigma Planning Corp | 49,778 | $1.49M | 0.05% | +274+0.6% | Added |
| Cerity Partners LLC | 50,067 | $1.49M | 0.01% | −6,694−11.8% | Reduced |
| Janus Henderson Group PLC | 50,780 | $1.52M | 0.00% | +50,780 | New |
| Nomura Asset Management Co Ltd | 51,645 | $1.54M | 0.01% | +3,891+8.1% | Added |
| Capula Management Ltd | 52,200 | $1.56M | 0.16% | +52,200 | New |
| Wolf Group Capital Advisors | 54,843 | $1.64M | 0.77% | +54,843 | New |
| US Bancorp | 55,576 | $1.66M | 0.00% | +228+0.4% | Added |
| Arizona State Retirement System | 56,251 | $1.68M | 0.02% | +1,635+3.0% | Added |
| Achmea Investment Management B.V. | 62,436 | $1.75M | 0.06% | +31,218+100.0% | Added |
| Hennessy Advisors Inc | 59,500 | $1.77M | 0.12% | −3,800−6.0% | Reduced |
| Kames Capital plc | 60,170 | $1.79M | 0.03% | +12,891+27.3% | Added |
| Amalgamated Bank | 60,529 | $1.81M | 0.02% | +22,724+60.1% | Added |
| Augustine Asset Management Inc | 61,307 | $1.83M | 1.01% | −2,373−3.7% | Reduced |
| Envestnet Asset Management Inc | 62,680 | $1.87M | 0.00% | +77+0.1% | Added |
| Alaska Permanent Fund Corp | 63,700 | $1.90M | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 64,016 | $1.91M | 0.01% | −64,963−50.4% | Reduced |
| Royal London Asset Management Ltd | 64,128 | $1.91M | 0.01% | +20,521+47.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,063 | $1.95M | 0.01% | +14,000+27.4% | Added |
| Swedbank AB | 66,643 | $1.99M | 0.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 69,995 | $2.09M | 0.16% | −581,964−89.3% | Reduced |
| Macquarie Group Ltd | 70,991 | $2.12M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 71,085 | $2.13M | 0.00% | −14,384−16.8% | Reduced |
| Stephens Inc | 73,781 | $2.20M | 0.05% | −1,085−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 75,094 | $2.24M | 0.64% | −1,503−2.0% | Reduced |
| Fred Alger Management, LLC | 75,395 | $2.25M | 0.01% | +44,835+146.7% | Added |
| Mesirow Institutional Investment Management, Inc. | 77,475 | $2.31M | 0.30% | +21,785+39.1% | Added |
| Sierra Capital LLC | 78,149 | $2.33M | 0.40% | +1,127+1.5% | Added |
| Korea Investment CORP | 79,524 | $2.37M | 0.01% | +7,945+11.1% | Added |
| Gotham Asset Management, LLC | 80,340 | $2.40M | 0.07% | +55,771+227.0% | Added |
| Jane Street Group, LLC | 80,914 | $2.41M | 0.00% | +36,727+83.1% | Added |
| Asset Management One Co.,Ltd. | 79,924 | $2.42M | 0.01% | +249+0.3% | Added |
| Royce & Associates LP | 82,080 | $2.45M | 0.03% | +75+0.1% | Added |
| Texas Yale Capital Corp. | 82,273 | $2.46M | 0.14% | −1,745−2.1% | Reduced |
| Toronto Dominion Bank | 84,368 | $2.52M | 0.00% | +6,165+7.9% | Added |
| LPL Financial LLC | 85,055 | $2.54M | 0.00% | −11,026−11.5% | Reduced |
| Treasurer of the State of North Carolina | 89,864 | $2.68M | 0.02% | −22,624−20.1% | Reduced |