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 |
|---|---|---|---|---|---|
| Baldrige Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 5 | $156 | 0.00% | +5 | New |
| 25 LLC | 17 | $445 | 0.00% | +17 | New |
| Disciplined Investments, LLC | 15 | $466 | 0.00% | +15 | New |
| Insight Financial Services | 21 | $669 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $745 | 0.00% | +24 | New |
| Oliver Lagore Vanvalin Investment Group | 26 | $807 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 40 | $1.00K | 0.00% | −30,207−99.9% | Reduced |
| Steward Financial Group LLC | 49 | $1.00K | 0.00% | −306−86.2% | Reduced |
| Schubert & Co | 34 | $1.06K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 41 | $1.27K | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 47 | $1.46K | 0.00% | +6+14.6% | Added |
| TD Ameritrade Investment Management, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Massmutual Trust Co FSB | 66 | $2.05K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $3.11K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $3.17K | 0.00% | +45+78.9% | Added |
| First Horizon Advisors, Inc. | 107 | $3.32K | 0.00% | +107 | New |
| Salem Investment Counselors Inc | 141 | $4.38K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 167 | $5.19K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 193 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 192 | $6.00K | 0.00% | +3+1.6% | Added |
| Benjamin Edwards Inc | 185 | $6.00K | 0.00% | +185 | New |
| Glen Eagle Advisors, LLC | 200 | $6.21K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 206 | $6.40K | 0.00% | +64+45.1% | Added |
| Johnson Financial Group, Inc. | 248 | $7.70K | 0.00% | +29+13.2% | Added |
| Atticus Wealth Management, LLC | 250 | $7.76K | 0.00% | +250 | New |
| Colonial Trust Advisors | 252 | $7.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 257 | $7.98K | 0.00% | −3−1.2% | Reduced |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 295 | $9.16K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $9.32K | 0.00% | −21−6.5% | Reduced |
| Harvest Group Wealth Management, LLC | 300 | $9.32K | 0.01% | +300 | New |
| GPS Wealth Strategies Group, LLC | 300 | $9.32K | 0.00% | +300 | New |
| Evermay Wealth Management LLC | 308 | $9.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 319 | $9.91K | 0.00% | −2−0.6% | Reduced |
| Hollencrest Capital Management | 333 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 382 | $11.9K | 0.00% | +6+1.6% | Added |
| SJS Investment Consulting Inc. | 419 | $13.0K | 0.00% | +419 | New |
| Castleview Partners, LLC | 432 | $13.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $14.7K | 0.00% | +15+3.1% | Added |
| Newbridge Financial Services Group, Inc. | 600 | $18.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 632 | $19.6K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 646 | $20.1K | 0.00% | −6,166−90.5% | Reduced |
| Tower Research Capital LLC (TRC) | 736 | $22.0K | 0.00% | −1,279−63.5% | Reduced |
| Parkside Financial Bank & Trust | 717 | $22.3K | 0.01% | +619+631.6% | Added |
| Denali Advisors LLC | 800 | $24.8K | 0.01% | −35−4.2% | Reduced |
| Cutler Group LP | 885 | $27.0K | 0.00% | −1,239−58.3% | Reduced |
| Proequities, Inc. | 900 | $28.0K | 0.00% | −445−33.1% | Reduced |
| CVA Family Office, LLC | 920 | $28.6K | 0.01% | +30+3.4% | Added |
| WealthPlan Investment Management, LLC | 959 | $29.8K | 0.01% | +959 | New |
| Sunbelt Securities, Inc. | 1,010 | $30.6K | 0.00% | +1,010 | New |
| Washington Trust Co | 1,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,001 | $31.1K | 0.02% | −1,459−59.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,120 | $34.8K | 0.03% | +1,120 | New |
| Column Capital Advisors, LLC | 1,154 | $35.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,295 | $40.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $40.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,373 | $42.6K | 0.00% | −1,456−51.5% | Reduced |
| IFP Advisors, Inc | 1,333 | $42.7K | 0.00% | −2,894−68.5% | Reduced |
| Hexagon Capital Partners LLC | 1,503 | $46.7K | 0.01% | −225−13.0% | Reduced |
| Bogart Wealth, LLC | 1,599 | $49.7K | 0.00% | +74+4.9% | Added |
| Ostrum Asset Management | 1,675 | $52.0K | 0.00% | +1,675 | New |
| Brown Shipley& Co Ltd | 1,885 | $58.5K | 0.04% | +1,885 | New |
| EverSource Wealth Advisors, LLC | 1,901 | $59.0K | 0.01% | +155+8.9% | Added |
| Concord Wealth Partners | 2,000 | $62.1K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,060 | $64.0K | 0.04% | +19+0.9% | Added |
| Focused Wealth Management, Inc | 2,070 | $64.3K | 0.01% | +6+0.3% | Added |
| American International Group, Inc. | 2,083 | $64.7K | 0.00% | −46−2.2% | Reduced |
| Fifth Third Bancorp | 2,204 | $68.5K | 0.00% | +19+0.9% | Added |
| Banque Cantonale Vaudoise | 2,300 | $71.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,327 | $72.0K | 0.06% | −1,439−38.2% | Reduced |
| Larson Financial Group LLC | 2,455 | $76.3K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,514 | $78.1K | 0.00% | −984−28.1% | Reduced |
| Johnson Midwest Financial, LLC | 2,519 | $78.2K | 0.11% | +2,519 | New |
| CWM, LLC | 2,708 | $84.0K | 0.00% | −867−24.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2,799 | $86.9K | 0.01% | +2,799 | New |
| Arlington Partners LLC | 2,852 | $88.6K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,918 | $90.6K | 0.05% | +2,918 | New |
| Spire Wealth Management | 3,000 | $93.2K | 0.00% | −101−3.3% | Reduced |
| Sandy Spring Bank | 3,366 | $104.5K | 0.01% | +300+9.8% | Added |
| Wellington Shields & Co., LLC | 3,388 | $105.2K | 0.02% | −297−8.1% | Reduced |
| Altshuler Shaham Ltd | 3,972 | $123.4K | 0.00% | +197+5.2% | Added |
| Ci Investments Inc. | 4,092 | $127.0K | 0.00% | +324+8.6% | Added |
| MetLife Investment Management | 4,288 | $133.2K | 0.00% | +10+0.2% | Added |
| Storebrand Asset Management AS | 4,337 | $134.7K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,508 | $140.0K | 0.12% | +4,508 | New |
| Pittenger & Anderson Inc | 5,000 | $155.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,760 | $178.0K | 0.00% | −3,573−38.3% | Reduced |
| Highlander Capital Management, LLC | 5,925 | $184.0K | 0.09% | +525+9.7% | Added |
| Federation des caisses Desjardins du Quebec | 5,987 | $186.0K | 0.00% | −10,308−63.3% | Reduced |
| Harbor Investment Advisory, LLC | 6,000 | $186.4K | 0.03% | −750−11.1% | Reduced |
| Spirit of America Management Corp | 6,050 | $187.9K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,442 | $200.1K | 0.00% | +6,442 | New |
| CIBC Asset Management Inc | 6,506 | $202.1K | 0.00% | −4,051−38.4% | Reduced |
| Umb Bank N A | 6,629 | $205.9K | 0.00% | +1,575+31.2% | Added |
| Lincoln National Corp | 6,721 | $208.8K | 0.00% | +6,721 | New |
| ExodusPoint Capital Management, LP | 6,883 | $214.0K | 0.00% | −32,871−82.7% | Reduced |
| Keebeck Wealth Management, LLC | 7,065 | $219.4K | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,173 | $222.8K | 0.05% | +7,173 | New |