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, Q1 2023
Institutional positions in Carlyle Group Inc. as of Mar 31, 2023. 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
- 428
- +7 vs. Q4 2022
- Shares held
- 199.3M
- −987.0K (−0.5%) vs. Q4 2022
- Total value
- $6.19B
- +$211.4M (+3.5%) vs. Q4 2022
- New holders
- 69
- 142 more added
- Sold out
- 62
- 156 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,394,085 | $788.7M | 0.02% | +441,216+1.8% | Added |
| Morgan Stanley | 19,894,480 | $617.9M | 0.07% | −4,803,250−19.4% | Reduced |
| BlackRock Inc. | 18,573,738 | $576.9M | 0.02% | +5,223,114+39.1% | Added |
| Capital World Investors | 12,661,344 | $393.3M | 0.08% | +10,444,344+471.1% | Added |
| Alkeon Capital Management LLC | 12,603,933 | $391.5M | 2.51% | −521,228−4.0% | Reduced |
| Vulcan Value Partners, LLC | 11,553,844 | $358.6M | 4.54% | −1,083,709−8.6% | Reduced |
| State Street Corp | 5,153,604 | $160.1M | 0.01% | +83,702+1.7% | Added |
| William Blair Investment Management, LLC | 4,488,152 | $139.4M | 0.49% | +1,642,580+57.7% | Added |
| Beutel, Goodman & Co Ltd. | 4,243,360 | $131.8M | 0.77% | +98,175+2.4% | Added |
| Legal & General Group Plc | 3,621,837 | $112.5M | 0.04% | +63,412+1.8% | Added |
| Geode Capital Management, LLC | 3,297,514 | $102.3M | 0.01% | +63,789+2.0% | Added |
| Ameriprise Financial Inc | 3,287,396 | $102.1M | 0.03% | +3,187,376+3,186.7% | Added |
| Price T Rowe Associates Inc | 3,056,057 | $94.9M | 0.01% | +1,088,182+55.3% | Added |
| Ariel Investments, LLC | 3,032,620 | $94.2M | 0.91% | +106,228+3.6% | Added |
| Security Benefit Life Insurance Co | 2,617,691 | $81.3M | 9.38% | 00.0% | Unchanged |
| Argent Capital Management LLC | 2,294,653 | $71.3M | 2.47% | +662,452+40.6% | Added |
| Norges Bank | 2,184,719 | $67.9M | 0.01% | −1,245,516−36.3% | Reduced |
| Bamco Inc | 2,145,427 | $66.6M | 0.20% | −27,200−1.3% | Reduced |
| Goldman Sachs Group Inc | 2,024,428 | $62.9M | 0.02% | −1,521,612−42.9% | Reduced |
| Samlyn Capital, LLC | 2,001,564 | $62.2M | 1.14% | +2,001,564 | New |
| FMR LLC | 1,928,817 | $59.9M | 0.01% | +582,824+43.3% | Added |
| Bank of New York Mellon Corp | 1,843,931 | $57.3M | 0.01% | +34,797+1.9% | Added |
| Bank of America Corp | 1,765,290 | $54.8M | 0.01% | +713,675+67.9% | Added |
| Dimensional Fund Advisors LP | 1,693,037 | $52.6M | 0.02% | +541,865+47.1% | Added |
| Brown Advisory Inc | 1,661,437 | $51.6M | 0.09% | +8,880+0.5% | Added |
| Assenagon Asset Management S.A. | 1,658,450 | $51.5M | 0.20% | +307,803+22.8% | Added |
| First Trust Advisors LP | 1,611,828 | $50.1M | 0.06% | −37,086−2.2% | Reduced |
| Northern Trust Corp | 1,529,632 | $47.5M | 0.01% | +49,586+3.4% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $46.6M | 2.99% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 1,477,500 | $45.9M | 1.28% | +3,500+0.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $41.2M | 0.52% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,277,398 | $39.7M | 0.01% | −219,534−14.7% | Reduced |
| Polaris Capital Management, LLC | 1,004,000 | $31.2M | 1.16% | −7,500−0.7% | Reduced |
| National Bank of Canada | 996,128 | $30.9M | 0.08% | −1,091,414−52.3% | Reduced |
| Bank of Nova Scotia | 918,301 | $28.5M | 0.08% | −353,714−27.8% | Reduced |
| Deutsche Bank AG | 821,229 | $25.5M | 0.01% | +223,034+37.3% | Added |
| Credit Suisse AG | 800,842 | $24.9M | 0.03% | −142,934−15.1% | Reduced |
| Thrivent Financial for Lutherans | 789,800 | $24.5M | 0.06% | +152,745+24.0% | Added |
| Rockefeller Capital Management L.P. | 785,258 | $24.4M | 0.10% | −9,138−1.2% | Reduced |
| Nuveen Asset Management, LLC | 737,500 | $22.9M | 0.01% | −155,986−17.5% | Reduced |
| Alyeska Investment Group, L.P. | 726,457 | $22.6M | 0.20% | −229,451−24.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 714,695 | $22.2M | 0.06% | −232,787−24.6% | Reduced |
| Victory Capital Management Inc | 705,733 | $21.9M | 0.02% | +49,365+7.5% | Added |
| Deprince Race & Zollo Inc | 681,794 | $21.2M | 0.49% | +681,794 | New |
| UBS Group AG | 678,972 | $21.1M | 0.01% | −48,449−6.7% | Reduced |
| UBS Asset Management Americas Inc | 636,377 | $19.8M | 0.01% | +16,138+2.6% | Added |
| Barclays PLC | 577,785 | $17.9M | 0.02% | +353,959+158.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 561,041 | $17.4M | 0.10% | −746,359−57.1% | Reduced |
| HSBC Holdings PLC | 561,681 | $17.3M | 0.02% | −952,971−62.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 551,097 | $17.1M | 0.01% | −3,324−0.6% | Reduced |
| Allianz Asset Management GmbH | 526,645 | $16.4M | 0.03% | −1,299,217−71.2% | Reduced |
| Aviva PLC | 500,979 | $15.6M | 0.07% | +333,607+199.3% | Added |
| Basswood Capital Management, L.L.C. | 480,715 | $14.9M | 1.04% | +480,715 | New |
| Putnam Investments LLC | 479,813 | $14.9M | 0.02% | −53,979−10.1% | Reduced |
| Neuberger Berman Group LLC | 473,663 | $14.7M | 0.01% | −58,315−11.0% | Reduced |
| Partners Group Holding AG | 465,769 | $14.5M | 1.17% | −108,874−18.9% | Reduced |
| Invesco Ltd. | 461,748 | $14.3M | 0.00% | −255,022−35.6% | Reduced |
| Prudential Financial Inc | 447,589 | $13.9M | 0.02% | −147,831−24.8% | Reduced |
| Algebris (UK) Ltd | 425,547 | $13.3M | 5.33% | −296,878−41.1% | Reduced |
| JPMorgan Chase & Co | 398,038 | $12.4M | 0.00% | −77,914−16.4% | Reduced |
| Renaissance Technologies LLC | 388,800 | $12.1M | 0.02% | −190,700−32.9% | Reduced |
| Oppenheimer & Co Inc | 382,309 | $11.9M | 0.25% | −9,832−2.5% | Reduced |
| New York State Common Retirement Fund | 380,063 | $11.8M | 0.02% | −23,062−5.7% | Reduced |
| California Public Employees Retirement System | 375,021 | $11.6M | 0.01% | −85,912−18.6% | Reduced |
| Wells Fargo & Company | 365,012 | $11.3M | 0.00% | −16,768−4.4% | Reduced |
| California State Teachers Retirement System | 348,966 | $10.8M | 0.02% | −1,505−0.4% | Reduced |
| Royal Bank of Canada | 329,224 | $10.2M | 0.00% | +36,050+12.3% | Added |
| Sit Investment Associates Inc | 328,800 | $10.2M | 0.28% | +32,120+10.8% | Added |
| Sargent Investment Group, LLC | 327,440 | $9.97M | 2.63% | −1,235−0.4% | Reduced |
| Amundi | 323,003 | $9.43M | 0.01% | −1,078−0.3% | Reduced |
| Channing Capital Management, LLC | 302,178 | $9.39M | 0.30% | −129,009−29.9% | Reduced |
| AustralianSuper Pty Ltd | 289,786 | $9.00M | 0.06% | −162,737−36.0% | Reduced |
| Russell Investments Group, Ltd. | 285,487 | $8.85M | 0.02% | +214,402+301.6% | Added |
| Bank of Montreal | 277,578 | $8.63M | 0.01% | −38,392−12.2% | Reduced |
| Susquehanna International Group, LLP | 262,413 | $8.15M | 0.01% | +227,290+647.1% | Added |
| Frontier Capital Management Co LLC | 247,395 | $7.68M | 0.08% | −22,364−8.3% | Reduced |
| Wafra Inc. | 238,047 | $7.39M | 0.26% | +238,047 | New |
| Raymond James & Associates | 237,699 | $7.38M | 0.01% | +23,796+11.1% | Added |
| DnB Asset Management AS | 237,196 | $7.37M | 0.05% | −6,927−2.8% | Reduced |
| Exor Capital LLP | 232,000 | $7.21M | 0.52% | +232,000 | New |
| Callodine Capital Management, LP | 225,000 | $6.99M | 2.06% | +100,000+80.0% | Added |
| Rhumbline Advisers | 218,275 | $6.78M | 0.01% | −4,792−2.1% | Reduced |
| Strategic Global Advisors, LLC | 206,391 | $6.41M | 1.03% | −17,885−8.0% | Reduced |
| Power Corp of Canada | 210,618 | $6.41M | 0.67% | +197,748+1,536.5% | Added |
| Bessemer Group Inc | 200,000 | $6.21M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 199,710 | $6.20M | 0.00% | +32,897+19.7% | Added |
| Federated Hermes, Inc. | 194,578 | $6.04M | 0.02% | +18,189+10.3% | Added |
| Envestnet Asset Management Inc | 181,482 | $5.64M | 0.00% | +118,802+189.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 179,410 | $5.57M | 0.04% | +10,507+6.2% | Added |
| Gator Capital Management, LLC | 174,475 | $5.42M | 4.20% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 165,452 | $5.14M | 0.03% | +32,260+24.2% | Added |
| Brookfield Asset Management Inc. | 164,076 | $5.10M | 0.02% | −69,109−29.6% | Reduced |
| City of London Investment Management Co Ltd | 162,315 | $5.04M | 0.39% | 00.0% | Unchanged |
| Great West Life Assurance Co | 157,592 | $4.90M | 0.01% | −16,692−9.6% | Reduced |
| Andra AP-fonden | 157,000 | $4.88M | 0.13% | +42,600+37.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 151,832 | $4.72M | 0.42% | −17,461−10.3% | Reduced |
| TD Asset Management Inc | 151,672 | $4.71M | 0.01% | +2,033+1.4% | Added |
| Hudson Bay Capital Management LP | 150,000 | $4.66M | 0.05% | +150,000 | New |
| SOL Capital Management CO | 148,330 | $4.61M | 0.76% | +2,000+1.4% | Added |
| Point72 Asset Management, L.P. | 145,200 | $4.51M | 0.02% | +145,200 | New |