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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 7,311 | $227.1K | 0.02% | +7,311 | New |
| Principle Wealth Partners LLC | 7,331 | $227.7K | 0.02% | −2,200−23.1% | Reduced |
| Xponance, Inc. | 7,360 | $228.6K | 0.00% | +64+0.9% | Added |
| Raymond James Trust N.A. | 7,414 | $230.0K | 0.01% | −53−0.7% | Reduced |
| EdgeRock Capital LLC | 7,491 | $233.0K | 0.12% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 7,515 | $233.0K | 0.15% | +7,515 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 7,500 | $233.0K | 0.00% | +7,500 | New |
| NewEdge Wealth, LLC | 7,542 | $234.3K | 0.01% | +70+0.9% | Added |
| Sowell Financial Services LLC | 7,631 | $237.0K | 0.02% | +7,631 | New |
| Carret Asset Management, LLC | 7,800 | $242.0K | 0.03% | −5,700−42.2% | Reduced |
| AE Wealth Management LLC | 7,837 | $243.4K | 0.00% | +64+0.8% | Added |
| Moors & Cabot, Inc. | 8,128 | $252.5K | 0.02% | −550−6.3% | Reduced |
| Cetera Advisor Networks LLC | 8,129 | $252.5K | 0.00% | +8,129 | New |
| Leonteq Securities AG | 8,132 | $252.6K | 0.02% | +1,509+22.8% | Added |
| Voloridge Investment Management, LLC | 8,147 | $253.0K | 0.00% | +8,147 | New |
| Colony Group LLC | 8,187 | $254.0K | 0.00% | −333−3.9% | Reduced |
| Triangle Securities Wealth Management | 8,195 | $254.5K | 0.09% | +200+2.5% | Added |
| Segment Wealth Management, LLC | 8,200 | $254.7K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,300 | $257.8K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 8,362 | $259.7K | 0.06% | −10,565−55.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,393 | $260.7K | 0.00% | +794+10.4% | Added |
| Integrated Wealth Concepts LLC | 8,452 | $263.0K | 0.01% | +8,452 | New |
| Sherbrooke Park Advisers LLC | 8,500 | $264.0K | 0.40% | +8,500 | New |
| Enterprise Financial Services Corp | 8,678 | $269.5K | 0.18% | +8,678 | New |
| Moneta Group Investment Advisors LLC | 8,773 | $272.5K | 0.01% | +8,773 | New |
| Visionary Wealth Advisors | 8,890 | $276.1K | 0.02% | +50+0.6% | Added |
| E&G Advisors, LP | 8,900 | $276.4K | 0.10% | +100+1.1% | Added |
| PFG Investments, LLC | 8,950 | $278.0K | 0.06% | +8,950 | New |
| MML Investors Services, LLC | 8,952 | $278.0K | 0.00% | +8,952 | New |
| Creative Planning | 9,093 | $282.4K | 0.00% | +277+3.1% | Added |
| Mirador Capital Partners LP | 9,370 | $291.0K | 0.07% | −541−5.5% | Reduced |
| Glenview Trust Co | 9,414 | $292.4K | 0.01% | +1,914+25.5% | Added |
| Kovack Advisors, Inc. | 9,541 | $296.4K | 0.04% | +22+0.2% | Added |
| Leuthold Group, LLC | 9,619 | $298.8K | 0.04% | +9,619 | New |
| Retirement Planning Co of New England, Inc. | 9,788 | $304.0K | 0.18% | +624+6.8% | Added |
| Northeast Investment Management | 9,811 | $304.7K | 0.02% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $307.2K | 0.08% | +10,000 | New |
| Slow Capital, Inc. | 9,964 | $309.5K | 0.06% | −693−6.5% | Reduced |
| Prudential PLC | 10,006 | $310.8K | 0.00% | −4,172−29.4% | Reduced |
| Fort Sheridan Advisors LLC | 10,100 | $313.7K | 0.08% | −700−6.5% | Reduced |
| Candriam Luxembourg S.C.A. | 11,265 | $322.1K | 0.00% | +11,265 | New |
| Cetera Investment Advisers | 10,400 | $323.0K | 0.00% | +2,576+32.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $325.0K | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 10,573 | $328.4K | 0.01% | −6,845−39.3% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $329.2K | 0.36% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,821 | $336.1K | 0.00% | −191,091−94.6% | Reduced |
| Captrust Financial Advisors | 11,120 | $345.4K | 0.00% | +751+7.2% | Added |
| Stiles Financial Services Inc | 11,173 | $347.0K | 0.19% | +1,277+12.9% | Added |
| Parallax Volatility Advisers, L.P. | 11,206 | $348.1K | 0.01% | −3,523−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 11,309 | $351.3K | 0.00% | +3,092+37.6% | Added |
| Nordea Investment Management AB | 11,815 | $359.6K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,691 | $363.1K | 0.00% | −606,334−98.1% | Reduced |
| Daiwa Securities Group Inc. | 11,873 | $369.0K | 0.00% | +500+4.4% | Added |
| Viawealth, LLC | 11,918 | $370.2K | 0.29% | −3,293−21.6% | Reduced |
| Apollon Wealth Management, LLC | 12,141 | $377.1K | 0.02% | −1,094−8.3% | Reduced |
| Collective Family Office LLC | 12,250 | $380.5K | 0.16% | +850+7.5% | Added |
| McGowan Group Asset Management, Inc. | 12,771 | $396.7K | 0.06% | +18+0.1% | Added |
| North Star Investment Management Corp. | 12,774 | $396.8K | 0.03% | −5,966−31.8% | Reduced |
| Jefferies Financial Group Inc. | 12,777 | $396.9K | 0.01% | +12,777 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,931 | $400.2K | 0.00% | +2,147+19.9% | Added |
| Symphony Financial, Ltd. Co. | 13,484 | $407.9K | 0.11% | +13,484 | New |
| Arete Wealth Advisors, LLC | 13,138 | $408.0K | 0.03% | −191−1.4% | Reduced |
| Donoghue Forlines LLC | 13,191 | $409.7K | 0.15% | +13,191 | New |
| Guinness Asset Management LTD | 13,193 | $409.8K | 0.01% | +1,115+9.2% | Added |
| First Manhattan Co | 13,225 | $410.8K | 0.00% | −1,075−7.5% | Reduced |
| Janus Henderson Group PLC | 13,541 | $420.5K | 0.00% | −37,239−73.3% | Reduced |
| JustInvest LLC | 13,597 | $422.3K | 0.01% | −1,519−10.0% | Reduced |
| SG Americas Securities, LLC | 13,617 | $423.0K | 0.01% | +13,617 | New |
| Oak Thistle LLC | 13,704 | $425.6K | 0.25% | +13,704 | New |
| Westpac Banking Corp | 13,824 | $429.4K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,832 | $429.6K | 0.01% | −3,452−20.0% | Reduced |
| World Equity Group, Inc. | 29,709 | $433.2K | 0.07% | +29,709 | New |
| O'Rourke & Company, Inc | 14,077 | $437.0K | 0.33% | −193−1.4% | Reduced |
| M&T Bank Corp | 14,092 | $437.7K | 0.00% | −515−3.5% | Reduced |
| Exos TFP Holdings LLC | 14,172 | $440.2K | 0.11% | +7,025+98.3% | Added |
| Fort Point Capital Partners LLC | 14,410 | $447.6K | 0.07% | +150+1.1% | Added |
| Thoroughbred Financial Services, LLC | 14,461 | $449.0K | 0.07% | +4,736+48.7% | Added |
| Qsemble Capital Management, LP | 14,500 | $450.4K | 0.30% | +14,500 | New |
| Blair William & Co | 14,661 | $455.4K | 0.00% | +1,425+10.8% | Added |
| Atria Wealth Solutions, Inc. | 14,731 | $457.5K | 0.01% | −2,970−16.8% | Reduced |
| Capula Management Ltd | 14,960 | $464.7K | 0.04% | −37,240−71.3% | Reduced |
| Carson Advisory Inc. | 15,335 | $476.3K | 0.42% | −600−3.8% | Reduced |
| TBH Global Asset Management, LLC | 15,465 | $480.3K | 0.10% | +15,465 | New |
| Sterneck Capital Management, LLC | 15,520 | $482.1K | 0.30% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,641 | $486.0K | 0.00% | +913+6.2% | Added |
| Wolverine Trading, LLC | 16,074 | $486.0K | 0.01% | +16,074 | New |
| Baldwin Brothers Inc | 15,720 | $488.3K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,785 | $490.3K | 0.02% | +42+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 15,826 | $491.6K | 0.00% | −101,954−86.6% | Reduced |
| Zhang Financial LLC | 15,932 | $494.9K | 0.06% | −3,043−16.0% | Reduced |
| Maryland State Retirement & Pension System | 15,934 | $494.9K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,970 | $496.0K | 0.02% | −548−3.3% | Reduced |
| Elo Mutual Pension Insurance Co | 16,042 | $498.0K | 0.02% | +1,103+7.4% | Added |
| Garrison Bradford & Associates Inc | 16,852 | $523.0K | 0.65% | +16+0.1% | Added |
| TD Waterhouse Canada Inc. | 16,096 | $527.0K | 0.01% | +1,580+10.9% | Added |
| Empowered Funds, LLC | 17,142 | $532.4K | 0.03% | +17,142 | New |
| Virginia Retirement Systems Et Al | 17,181 | $533.6K | 0.01% | −6,319−26.9% | Reduced |
| DekaBank Deutsche Girozentrale | 18,126 | $536.0K | 0.00% | −8,750−32.6% | Reduced |
| Virtu Financial LLC | 17,264 | $536.0K | 0.06% | +17,264 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,313 | $537.7K | 0.01% | +6,636+62.2% | Added |