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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 29,207 | $871.5K | 0.01% | −124−0.4% | Reduced |
| Emfo, LLC | 28,725 | $857.2K | 0.86% | +500+1.8% | Added |
| HighTower Advisors, LLC | 28,149 | $843.0K | 0.00% | +3,051+12.2% | Added |
| Jeppson Wealth Management, LLC | 28,246 | $842.8K | 0.35% | −199−0.7% | Reduced |
| Banque Pictet & Cie SA | 28,000 | $835.5K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 26,876 | $829.0K | 0.00% | −496−1.8% | Reduced |
| Voya Investment Management LLC | 27,616 | $824.1K | 0.00% | −3,820−12.2% | Reduced |
| Pinebridge Investments, L.P. | 26,636 | $794.8K | 0.01% | +26,636 | New |
| The PNC Financial Services Group, Inc. | 26,318 | $785.3K | 0.00% | −2,053−7.2% | Reduced |
| Alpha Paradigm Partners, LLC | 25,750 | $768.0K | 0.32% | +25,750 | New |
| Hoertkorn Richard Charles | 25,300 | $755.0K | 0.40% | +25,300 | New |
| 1832 Asset Management L.P. | 25,251 | $753.5K | 0.00% | −3,542−12.3% | Reduced |
| Moody National Bank Trust Division | 24,599 | $734.0K | 0.06% | −145−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,483 | $730.6K | 0.11% | +24,483 | New |
| Gofen & Glossberg LLC | 24,400 | $728.0K | 0.02% | −13,350−35.4% | Reduced |
| Standard Life Aberdeen plc | 23,845 | $711.5K | 0.00% | +658+2.8% | Added |
| Gulf International Bank (UK) Ltd | 23,698 | $707.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 23,500 | $701.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,122 | $689.9K | 0.02% | +674+3.0% | Added |
| SEI Investments Co | 22,557 | $673.7K | 0.00% | +2,188+10.7% | Added |
| Nissay Asset Management Corp | 21,922 | $654.2K | 0.01% | −913−4.0% | Reduced |
| Burns Matteson Capital Management, LLC | 21,462 | $640.4K | 0.42% | +21,462 | New |
| Public Sector Pension Investment Board | 21,341 | $636.8K | 0.01% | +3,141+17.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,984 | $626.0K | 0.00% | +3,630+20.9% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $600.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 20,088 | $599.4K | 0.25% | +20,088 | New |
| Levin Capital Strategies, L.P. | 20,000 | $596.8K | 0.08% | +20,000 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 19,862 | $592.7K | 0.02% | −1,254−5.9% | Reduced |
| Principal Financial Group Inc | 19,709 | $588.1K | 0.00% | −3,215−14.0% | Reduced |
| Weik Capital Management | 19,660 | $587.0K | 0.27% | −915−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 19,236 | $574.0K | 0.03% | +654+3.5% | Added |
| Gibraltar Capital Management, Inc. | 19,209 | $573.2K | 0.27% | +1,243+6.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,069 | $569.0K | 0.00% | +8,775+85.2% | Added |
| Zhang Financial LLC | 18,975 | $566.2K | 0.07% | +303+1.6% | Added |
| Dark Forest Capital Management LP | 18,927 | $564.8K | 0.14% | +18,927 | New |
| North Star Investment Management Corp. | 18,740 | $559.2K | 0.05% | −4,474−19.3% | Reduced |
| Dividend Assets Capital, LLC | 18,200 | $543.0K | 0.12% | 00.0% | Unchanged |
| Magnetar Financial LLC | 18,008 | $537.0K | 0.01% | −11,963−39.9% | Reduced |
| Atria Wealth Solutions, Inc. | 17,701 | $528.2K | 0.01% | −1,530−8.0% | Reduced |
| Van Eck Associates Corp | 17,678 | $527.0K | 0.00% | +6,999+65.5% | Added |
| British Columbia Investment Management Corp | 17,543 | $523.5K | 0.01% | −1,667−8.7% | Reduced |
| Vident Investment Advisory, LLC | 17,418 | $519.8K | 0.02% | +17,418 | New |
| Ethic Inc. | 16,980 | $506.7K | 0.03% | +3,632+27.2% | Added |
| Cubist Systematic Strategies, LLC | 16,898 | $504.2K | 0.00% | −198,844−92.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,876 | $504.0K | 0.01% | +16,876 | New |
| Garrison Bradford & Associates Inc | 16,836 | $502.0K | 0.61% | −2,281−11.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 16,702 | $498.4K | 0.06% | +16,702 | New |
| ProShare Advisors LLC | 16,671 | $497.5K | 0.00% | +2,117+14.5% | Added |
| Viawealth, LLC | 15,211 | $493.7K | 0.41% | +15,211 | New |
| Toroso Investments, LLC | 16,518 | $493.0K | 0.02% | +304+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 16,295 | $486.2K | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 15,935 | $475.5K | 0.46% | −115−0.7% | Reduced |
| Maryland State Retirement & Pension System | 15,934 | $475.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14,516 | $470.3K | 0.01% | +1,068+7.9% | Added |
| Snowden Capital Advisors LLC | 15,743 | $469.8K | 0.02% | +710+4.7% | Added |
| Baldwin Brothers Inc | 15,720 | $469.1K | 0.04% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 15,520 | $463.1K | 0.31% | 00.0% | Unchanged |
| JustInvest LLC | 15,116 | $451.1K | 0.02% | −6,734−30.8% | Reduced |
| Elo Mutual Pension Insurance Co | 14,939 | $446.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14,729 | $439.5K | 0.01% | +399+2.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,728 | $439.0K | 0.00% | +6,740+84.4% | Added |
| M&T Bank Corp | 14,607 | $435.9K | 0.00% | +2,633+22.0% | Added |
| First Manhattan Co | 14,300 | $426.7K | 0.00% | −650−4.3% | Reduced |
| O'Rourke & Company, Inc | 14,270 | $426.0K | 0.34% | −116−0.8% | Reduced |
| Fort Point Capital Partners LLC | 14,260 | $425.5K | 0.07% | +600+4.4% | Added |
| Prudential PLC | 14,178 | $423.1K | 0.01% | +14,178 | New |
| Westpac Banking Corp | 13,824 | $412.5K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 13,500 | $403.0K | 0.06% | +1,400+11.6% | Added |
| Arete Wealth Advisors, LLC | 13,329 | $397.7K | 0.04% | +537+4.2% | Added |
| Blair William & Co | 13,236 | $395.0K | 0.00% | +13,236 | New |
| Apollon Wealth Management, LLC | 13,235 | $394.9K | 0.03% | +3,958+42.7% | Added |
| Duality Advisers, LP | 13,078 | $390.2K | 0.04% | +13,078 | New |
| Power Corp of Canada | 12,870 | $384.0K | 0.07% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 12,753 | $380.5K | 0.06% | +22+0.2% | Added |
| Cresset Asset Management, LLC | 17,284 | $375.0K | 0.00% | +19+0.1% | Added |
| Kestra Advisory Services, LLC | 12,505 | $373.1K | 0.00% | −3,281−20.8% | Reduced |
| Guinness Asset Management LTD | 12,078 | $360.4K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,890 | $354.8K | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 11,815 | $353.6K | 0.00% | +241+2.1% | Added |
| Ameritas Advisory Services, LLC | 11,664 | $348.1K | 0.02% | +729+6.7% | Added |
| Collective Family Office LLC | 11,400 | $340.2K | 0.15% | −3,000−20.8% | Reduced |
| Daiwa Securities Group Inc. | 11,373 | $339.0K | 0.00% | +600+5.6% | 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 |
| Fort Sheridan Advisors LLC | 10,800 | $322.3K | 0.10% | +1,800+20.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,784 | $322.1K | 0.00% | −1,900−15.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,677 | $318.6K | 0.01% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,657 | $318.0K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 10,600 | $316.3K | 0.39% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,557 | $315.0K | 0.00% | −3,920−27.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $313.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,369 | $309.4K | 0.00% | +206+2.0% | Added |
| Assetmark, Inc | 10,355 | $309.0K | 0.00% | −358−3.3% | Reduced |
| Maltese Capital Management LLC | 10,000 | $298.4K | 0.08% | +10,000 | New |
| Mirador Capital Partners LP | 9,911 | $295.7K | 0.07% | −2,217−18.3% | Reduced |
| Stiles Financial Services Inc | 9,896 | $295.3K | 0.17% | +9,896 | New |
| Group One Trading, L.P. | 9,867 | $294.4K | 0.01% | +9,867 | New |
| Northeast Investment Management | 9,811 | $293.0K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 9,725 | $290.0K | 0.05% | +1,771+22.3% | Added |
| Sawtooth Solutions, LLC | 9,609 | $286.7K | 0.04% | −3,131−24.6% | Reduced |