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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 308 | $9.19K | 0.00% | +308 | New |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 300 | $8.95K | 0.00% | +300 | New |
| GHP Investment Advisors, Inc. | 295 | $8.80K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 260 | $7.76K | 0.00% | +5+2.0% | Added |
| Colonial Trust Advisors | 252 | $7.52K | 0.00% | +252 | New |
| Johnson Financial Group, Inc. | 219 | $6.54K | 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 |
| Glen Eagle Advisors, LLC | 200 | $5.97K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 167 | $4.98K | 0.00% | +125+297.6% | Added |
| Ellevest, Inc. | 142 | $4.24K | 0.00% | −82−36.6% | Reduced |
| Salem Investment Counselors Inc | 141 | $4.21K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $2.98K | 0.00% | +100 | New |
| Accurate Wealth Management, LLC | 90 | $2.93K | 0.00% | +90 | New |
| Parkside Financial Bank & Trust | 98 | $2.92K | 0.00% | +11+12.6% | Added |
| Massmutual Trust Co FSB | 66 | $2.00K | 0.00% | −16−19.5% | Reduced |
| Quadrant Capital Group LLC | 57 | $1.70K | 0.00% | +23+67.6% | Added |
| Farther Finance Advisors, LLC | 41 | $1.22K | 0.00% | +41 | New |
| Cribstone Capital Management, LLC | 35 | $1.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| Arcus Capital Partners, LLC | 30 | $895 | 0.00% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 26 | $768 | 0.00% | +1+4.0% | Added |
| Insight Financial Services | 21 | $637 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 18 | $537 | 0.00% | +18 | New |
| Fiduciary Alliance LLC | 8 | $239 | 0.00% | +8 | New |
| GWM Advisors LLC | 632 | $19 | 0.00% | +632 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,354,918−100.0% | Sold out |
| Engine Capital Management, LP | 0 | $0 | 0.00% | −468,415−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −435,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −303,022−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −188,500−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −172,870−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −154,485−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −143,047−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −124,056−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −75,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −74,151−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −68,919−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −64,360−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −47,327−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −44,186−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −41,712−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −39,187−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −38,612−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −33,607−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −31,329−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −28,594−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −25,274−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,563−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,848−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,953−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,260−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −16,960−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −16,735−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −14,970−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,452−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −14,337−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,001−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,764−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,022−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,171−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −6,421−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Bray Capital Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Roosevelt Investment Group LLC | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |