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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 9,531 | $284.4K | 0.03% | −2,100−18.1% | Reduced |
| Kovack Advisors, Inc. | 9,519 | $284.0K | 0.04% | −213−2.2% | Reduced |
| Capital Investment Counsel, Inc | 9,350 | $279.0K | 0.07% | +9,350 | New |
| Acadian Asset Management LLC | 9,333 | $278.0K | 0.00% | +2,651+39.7% | Added |
| Retirement Planning Co of New England, Inc. | 9,164 | $273.5K | 0.18% | −78−0.8% | Reduced |
| Visionary Wealth Advisors | 8,840 | $264.0K | 0.02% | +200+2.3% | Added |
| Creative Planning | 8,816 | $263.1K | 0.00% | −1,229−12.2% | Reduced |
| E&G Advisors, LP | 8,800 | $262.6K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,833 | $261.2K | 0.01% | +6,408+76.1% | Added |
| Moors & Cabot, Inc. | 8,678 | $259.0K | 0.02% | −225−2.5% | Reduced |
| Bayesian Capital Management, LP | 8,632 | $257.6K | 0.04% | +8,632 | New |
| Colony Group LLC | 8,520 | $254.0K | 0.00% | −1,125−11.7% | Reduced |
| Fiduciary Group LLC | 8,300 | $247.7K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 8,217 | $245.2K | 0.00% | −62−0.7% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $244.7K | 0.03% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,995 | $238.6K | 0.09% | +7,995 | New |
| Global Assets Advisory, LLC | 7,869 | $234.8K | 0.25% | −159−2.0% | Reduced |
| Cetera Investment Advisers | 7,824 | $233.5K | 0.00% | +7,824 | New |
| AE Wealth Management LLC | 7,773 | $231.9K | 0.00% | +7,773 | New |
| Northwestern Mutual Wealth Management Co | 7,599 | $226.8K | 0.00% | +6,028+383.7% | Added |
| EdgeRock Capital LLC | 7,491 | $224.0K | 0.12% | 00.0% | Unchanged |
| Glenview Trust Co | 7,500 | $223.8K | 0.01% | +7,500 | New |
| Raymond James Trust N.A. | 7,467 | $223.0K | 0.01% | +7,467 | New |
| NewEdge Wealth, LLC | 7,472 | $223.0K | 0.01% | +7,472 | New |
| Williams Jones Wealth Management, LLC. | 7,308 | $218.1K | 0.00% | +7,308 | New |
| Xponance, Inc. | 7,296 | $217.7K | 0.00% | +7,296 | New |
| Exos TFP Holdings LLC | 7,147 | $213.3K | 0.06% | +943+15.2% | Added |
| Keebeck Wealth Management, LLC | 7,065 | $210.8K | 0.04% | +7,065 | New |
| B. Metzler seel. Sohn & Co. AG | 7,057 | $210.6K | 0.00% | +7,057 | New |
| SMH Capital Advisors Inc | 6,864 | $204.8K | 0.30% | +6,864 | New |
| Pension & Wealth Management Advisors, Inc. | 6,856 | $204.6K | 0.18% | +6,856 | New |
| Twin Tree Management, LP | 6,812 | $203.3K | 0.01% | +2,733+67.0% | Added |
| Swiss Life Asset Management Ltd | 6,736 | $201.7K | 0.00% | +6,736 | New |
| Harbor Investment Advisory, LLC | 6,750 | $201.4K | 0.03% | −200−2.9% | Reduced |
| FJ Capital Management LLC | 6,733 | $200.9K | 0.02% | −45,267−87.1% | Reduced |
| Leonteq Securities AG | 6,623 | $197.6K | 0.01% | +745+12.7% | Added |
| Spirit of America Management Corp | 6,050 | $180.5K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,400 | $161.0K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 5,054 | $151.0K | 0.00% | −6,716−57.1% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $149.2K | 0.01% | +1,000+25.0% | Added |
| IFP Advisors, Inc | 4,227 | $141.0K | 0.00% | +1,101+35.2% | Added |
| Vestcor Inc | 4,684 | $140.0K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,337 | $129.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,278 | $127.7K | 0.00% | +20+0.5% | Added |
| Altshuler Shaham Ltd | 3,775 | $112.6K | 0.00% | +442+13.3% | Added |
| 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 |
| Ossiam | 3,735 | $111.5K | 0.00% | −622−14.3% | Reduced |
| Walleye Trading LLC | 3,720 | $111.0K | 0.00% | +3,720 | New |
| Wellington Shields & Co., LLC | 3,685 | $110.0K | 0.02% | −1,005−21.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,620 | $108.0K | 0.01% | +3,620 | New |
| CWM, LLC | 3,575 | $107.0K | 0.00% | +1,207+51.0% | Added |
| Belpointe Asset Management LLC | 3,498 | $104.4K | 0.01% | −3,398−49.3% | Reduced |
| Spire Wealth Management | 3,101 | $93.0K | 0.01% | +12+0.4% | Added |
| Sandy Spring Bank | 3,066 | $91.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,000 | $90.0K | 0.00% | +3,000 | New |
| Arlington Partners LLC | 2,852 | $85.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,829 | $84.4K | 0.00% | +2,829 | New |
| Zions Bancorporation, N.A. | 2,515 | $75.0K | 0.01% | +2,515 | New |
| Gould Capital, LLC | 2,460 | $73.4K | 0.06% | +1,916+352.2% | Added |
| Larson Financial Group LLC | 2,455 | $73.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,300 | $69.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,185 | $65.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,129 | $63.5K | 0.00% | −43−2.0% | Reduced |
| Cutler Group LP | 2,124 | $63.0K | 0.01% | +2,124 | New |
| Focused Wealth Management, Inc | 2,064 | $61.6K | 0.01% | +7+0.3% | Added |
| Tower View Investment Management & Research LLC | 2,041 | $61.0K | 0.04% | +22+1.1% | Added |
| Zullo Investment Group, Inc. | 2,035 | $60.7K | 0.04% | −455−18.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,015 | $60.0K | 0.00% | −6,121−75.2% | Reduced |
| Concord Wealth Partners | 2,000 | $59.7K | 0.02% | +2,000 | New |
| Seeyond | 1,994 | $59.5K | 0.01% | −2,113−51.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,746 | $52.1K | 0.01% | +1,645+1,628.7% | Added |
| Hexagon Capital Partners LLC | 1,728 | $51.6K | 0.01% | +101+6.2% | Added |
| CoreCap Advisors, LLC | 1,556 | $46.4K | 0.00% | +1,556 | New |
| Bogart Wealth, LLC | 1,525 | $45.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,345 | $40.1K | 0.00% | −1,000−42.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $38.8K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,295 | $38.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,154 | $34.4K | 0.01% | +954+477.0% | Added |
| Loomis Sayles & Co L P | 1,101 | $33.0K | 0.00% | +675+158.5% | Added |
| Freedom Wealth Alliance, LLC | 1,053 | $31.4K | 0.04% | +1,053 | New |
| Washington Trust Co | 1,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 890 | $26.6K | 0.01% | +620+229.6% | Added |
| Denali Advisors LLC | 835 | $24.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 768 | $22.9K | 0.03% | +768 | New |
| Clear Street Markets LLC | 701 | $21.0K | 0.00% | −299−29.9% | Reduced |
| Burleson & Company, LLC | 600 | $17.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $17.9K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 598 | $17.8K | 0.00% | +598 | New |
| Global Retirement Partners, LLC | 478 | $14.3K | 0.00% | +132+38.2% | Added |
| Elequin Capital LP | 438 | $13.1K | 0.00% | +438 | New |
| Castleview Partners, LLC | 432 | $12.9K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $12.0K | 0.00% | +400 | New |
| AdvisorNet Financial, Inc | 376 | $11.2K | 0.00% | −16,840−97.8% | Reduced |
| Steward Financial Group LLC | 355 | $10.0K | 0.00% | +355 | New |
| Hollencrest Capital Management | 333 | $9.95K | 0.00% | +333 | New |
| Credit Agricole S A | 333 | $9.94K | 0.00% | +101+43.5% | Added |
| Phocas Financial Corp. | 325 | $9.70K | 0.00% | +325 | New |
| Bell Investment Advisors, Inc | 321 | $9.58K | 0.00% | +236+277.6% | Added |
| Plante Moran Financial Advisors, LLC | 321 | $9.57K | 0.00% | 00.0% | Unchanged |