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Carlyle Group Inc.

CG
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Nasdaq
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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

Q1 2023 vs. Q4 2022

How the institutions holding Carlyle Group Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CG: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders4298428+7
Shares200.4M129.0K199.3M−987.0K (−0.5%)
Value$5.98B$3.85M$6.19B+$211.4M (+3.5%)

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held Carlyle Group Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to CG in Q1 2023
InstitutionSharesValue% of portfolio
Samlyn Capital, LLC2,001,564$62.2M1.14%
Deprince Race & Zollo Inc681,794$21.2M0.49%
Basswood Capital Management, L.L.C.480,715$14.9M1.04%
Wafra Inc.238,047$7.39M0.26%
Exor Capital LLP232,000$7.21M0.52%
Hudson Bay Capital Management LP150,000$4.66M0.05%
Point72 Asset Management, L.P.145,200$4.51M0.02%
Prospera Financial Services Inc77,107$2.39M0.10%
Bokf, NA45,388$1.41M0.03%
Qube Research & Technologies Ltd38,713$1.20M0.01%
Capital Fund Management S.A.38,107$1.18M0.02%
Alberta Investment Management Corp37,800$1.17M0.01%
HRT Financial LP36,693$1.14M0.01%
Two Sigma Investments, LP33,500$1.04M0.00%
Verition Fund Management LLC31,145$967.4K0.02%
FORA Capital, LLC29,708$922.7K0.09%
Axq Capital, LP17,800$552.9K0.22%
Virtu Financial LLC17,264$536.0K0.06%
Empowered Funds, LLC17,142$532.4K0.03%
Wolverine Trading, LLC16,074$486.0K0.01%
TBH Global Asset Management, LLC15,465$480.3K0.10%
Qsemble Capital Management, LP14,500$450.4K0.30%
World Equity Group, Inc.29,709$433.2K0.07%
Oak Thistle LLC13,704$425.6K0.25%
SG Americas Securities, LLC13,617$423.0K0.01%
Donoghue Forlines LLC13,191$409.7K0.15%
Symphony Financial, Ltd. Co.13,484$407.9K0.11%
Jefferies Financial Group Inc.12,777$396.9K0.01%
Candriam Luxembourg S.C.A.11,265$322.1K0.00%
Stonnington Group, LLC10,000$307.2K0.08%
Leuthold Group, LLC9,619$298.8K0.04%
MML Investors Services, LLC8,952$278.0K0.00%
PFG Investments, LLC8,950$278.0K0.06%
Moneta Group Investment Advisors LLC8,773$272.5K0.01%
Enterprise Financial Services Corp8,678$269.5K0.18%
Sherbrooke Park Advisers LLC8,500$264.0K0.40%
Integrated Wealth Concepts LLC8,452$263.0K0.01%
Voloridge Investment Management, LLC8,147$253.0K0.00%
Cetera Advisor Networks LLC8,129$252.5K0.00%
Sowell Financial Services LLC7,631$237.0K0.02%
Aspen Investment Management Inc7,515$233.0K0.15%
Bank Julius Baer & Co. Ltd, Zurich7,500$233.0K0.00%
Tokio Marine Asset Management Co Ltd7,311$227.1K0.02%
Mirabella Financial Services LLP7,173$222.8K0.05%
Lincoln National Corp6,721$208.8K0.00%
HB Wealth Management, LLC6,442$200.1K0.00%
Machina Capital S.A.S.4,508$140.0K0.12%
Carmel Capital Partners, LLC2,918$90.6K0.05%
TCI Wealth Advisors, Inc.2,799$86.9K0.01%
Johnson Midwest Financial, LLC2,519$78.2K0.11%
Brown Shipley& Co Ltd1,885$58.5K0.04%
Ostrum Asset Management1,675$52.0K0.00%
Western Pacific Wealth Management, LP1,120$34.8K0.03%
Sunbelt Securities, Inc.1,010$30.6K0.00%
WealthPlan Investment Management, LLC959$29.8K0.01%
SJS Investment Consulting Inc.419$13.0K0.00%
Harvest Group Wealth Management, LLC300$9.32K0.01%
GPS Wealth Strategies Group, LLC300$9.32K0.00%
Atticus Wealth Management, LLC250$7.76K0.00%
Benjamin Edwards Inc185$6.00K0.00%
First Horizon Advisors, Inc.107$3.32K0.00%
TD Ameritrade Investment Management, LLC55$2.00K0.00%
JFS Wealth Advisors, LLC41$1.27K0.00%
Schubert & Co34$1.06K0.00%
Harbour Investments, Inc.24$7450.00%
Disciplined Investments, LLC15$4660.00%
25 LLC17$4450.00%
Wolff Wiese Magana LLC5$1560.00%
Baldrige Asset Management LLC7$00.00%

Sold out (62)

Institutions that held Carlyle Group Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of CG in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Millennium Management LLC2,253,462$67.2M
Artisan Partners Limited Partnership1,220,372$36.4M
Weiss Multi-Strategy Advisers LLC805,279$24.0M
Moore Capital Management, LP735,851$22.0M
Twinbeech Capital LP709,713$21.2M
ING Groep NV500,000$14.9M
Walleye Capital LLC487,335$14.5M
Phase 2 Partners, LLC482,557$14.4M
Worldquant Millennium Advisors LLC429,255$12.8M
Squarepoint Ops LLC215,744$6.44M
Cinctive Capital Management LP185,544$5.54M
D. E. Shaw & Co., Inc.108,168$3.23M
Engineers Gate Manager LP100,351$2.99M
Hennessy Advisors Inc59,500$1.77M
Teza Capital Management LLC43,595$1.30M
Concentric Capital Strategies, LP35,491$1.06M
Stamos Capital Partners, L.P.33,180$990.1K
Pinebridge Investments, L.P.26,636$794.8K
Y-Intercept (Hong Kong) Ltd24,483$730.6K
Burns Matteson Capital Management, LLC21,462$640.4K
Hamilton Capital Partners Inc.20,088$599.4K
Levin Capital Strategies, L.P.20,000$596.8K
Gibraltar Capital Management, Inc.19,209$573.2K
Mirae Asset Global Investments Co., Ltd.19,069$569.0K
Magnetar Financial LLC18,008$537.0K
Edgemoor Investment Advisors, Inc.16,702$498.4K
ProShare Advisors LLC16,671$497.5K
Duality Advisers, LP13,078$390.2K
Kestra Advisory Services, LLC12,505$373.1K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH11,890$354.8K
Allstate Corp11,005$328.4K
Maltese Capital Management LLC10,000$298.4K
Capital Investment Counsel, Inc9,350$279.0K
Private Advisor Group, LLC14,833$261.2K
Bayesian Capital Management, LP8,632$257.6K
Global Assets Advisory, LLC7,869$234.8K
Williams Jones Wealth Management, LLC.7,308$218.1K
B. Metzler seel. Sohn & Co. AG7,057$210.6K
SMH Capital Advisors Inc6,864$204.8K
Pension & Wealth Management Advisors, Inc.6,856$204.6K
FJ Capital Management LLC6,733$200.9K
Walleye Trading LLC3,720$111.0K
U.S. Capital Wealth Advisors, LLC3,620$108.0K
Nisa Investment Advisors, LLC3,000$90.0K
Zions Bancorporation, N.A.2,515$75.0K
Zullo Investment Group, Inc.2,035$60.7K
Loomis Sayles & Co L P1,101$33.0K
Freedom Wealth Alliance, LLC1,053$31.4K
Quarry LP768$22.9K
Clear Street Markets LLC701$21.0K
Money Concepts Capital Corp598$17.8K
Elequin Capital LP438$13.1K
Aquatic Capital Management LLC400$12.0K
Credit Agricole S A333$9.94K
Phocas Financial Corp.325$9.70K
Signaturefd, LLC300$8.95K
Accurate Wealth Management, LLC90$2.93K
Private Trust Co NA32$1.00K
Ronald Blue Trust, Inc.71$1.00K
Arcus Capital Partners, LLC30$895
My Personal CFO, LLC18$537
Fiduciary Alliance LLC8$239

Not filed for Q1 2023 yet (8)

Institutions that held Carlyle Group Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Alaska Permanent Fund Corp63,700$1.90M
Alpha Paradigm Partners, LLC25,750$768.0K
Gofen & Glossberg LLC24,400$728.0K
Allstate Investment Management Co11,005$328.4K
Seeyond1,994$59.5K
CoreCap Advisors, LLC1,556$46.4K
Burleson & Company, LLC600$17.9K
Cribstone Capital Management, LLC35$1.04K