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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 18,200 | $543.0K | 0.12% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 17,543 | $544.9K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 17,679 | $549.0K | 0.01% | +803+4.8% | Added |
| Axq Capital, LP | 17,800 | $552.9K | 0.22% | +17,800 | New |
| Epoch Investment Partners, Inc. | 18,379 | $570.9K | 0.00% | −12,486−40.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,836 | $585.0K | 0.00% | −2,148−10.2% | Reduced |
| Capital Management Associates | 19,236 | $597.5K | 0.91% | −29,996−60.9% | Reduced |
| Weik Capital Management | 19,560 | $608.0K | 0.28% | −100−0.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 19,862 | $616.9K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,098 | $624.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 20,864 | $648.0K | 0.00% | +3,186+18.0% | Added |
| Nissay Asset Management Corp | 21,858 | $678.9K | 0.01% | −64−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 22,691 | $684.1K | 0.03% | +11,027+94.5% | Added |
| Balyasny Asset Management LLC | 22,177 | $688.8K | 0.00% | −1,811,586−98.8% | Reduced |
| Teacher Retirement System of Texas | 22,243 | $691.0K | 0.00% | −41,773−65.3% | Reduced |
| Principal Financial Group Inc | 22,680 | $704.4K | 0.00% | +2,971+15.1% | Added |
| Korea Investment CORP | 22,896 | $711.1K | 0.00% | −56,628−71.2% | Reduced |
| Cubist Systematic Strategies, LLC | 22,925 | $712.1K | 0.01% | +6,027+35.7% | Added |
| National Asset Management, Inc. | 23,057 | $716.2K | 0.02% | −65−0.3% | Reduced |
| WBI Investments | 23,069 | $716.5K | 0.14% | −13,757−37.4% | Reduced |
| Gulf International Bank (UK) Ltd | 23,698 | $736.0K | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 24,545 | $762.4K | 0.01% | +3,204+15.0% | Added |
| Moody National Bank Trust Division | 24,549 | $762.5K | 0.07% | −50−0.2% | Reduced |
| Emfo, LLC | 24,975 | $775.7K | 0.73% | −3,750−13.1% | Reduced |
| Hoertkorn Richard Charles | 25,300 | $785.8K | 0.41% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,692 | $829.1K | 0.00% | +374+1.4% | Added |
| Voya Investment Management LLC | 27,279 | $847.3K | 0.00% | −337−1.2% | Reduced |
| 1832 Asset Management L.P. | 27,369 | $850.1K | 0.00% | +2,118+8.4% | Added |
| Waterfront Wealth Inc. | 27,840 | $864.7K | 0.28% | 00.0% | Unchanged |
| Ethic Inc. | 27,913 | $867.1K | 0.04% | +10,933+64.4% | Added |
| Banque Pictet & Cie SA | 28,000 | $869.7K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 28,181 | $875.3K | 0.38% | −65−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 28,470 | $884.3K | 0.04% | +9,234+48.0% | Added |
| Intech Investment Management LLC | 28,563 | $887.2K | 0.01% | −644−2.2% | Reduced |
| FORA Capital, LLC | 29,708 | $922.7K | 0.09% | +29,708 | New |
| HighTower Advisors, LLC | 30,074 | $935.0K | 0.00% | +1,925+6.8% | Added |
| Handelsbanken Fonder AB | 30,700 | $954.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 31,145 | $967.4K | 0.02% | +31,145 | New |
| Achmea Investment Management B.V. | 31,218 | $969.0K | 0.03% | −31,218−50.0% | Reduced |
| Kendall Capital Management | 31,432 | $976.0K | 0.47% | −230−0.7% | Reduced |
| D.A. Davidson & Co. | 31,722 | $985.3K | 0.01% | −1,700−5.1% | Reduced |
| Amalgamated Bank | 33,178 | $1.03M | 0.01% | −27,351−45.2% | Reduced |
| Two Sigma Investments, LP | 33,500 | $1.04M | 0.00% | +33,500 | New |
| Vestcor Inc | 33,584 | $1.04M | 0.04% | +28,900+617.0% | Added |
| Herbst Group, LLC | 34,551 | $1.07M | 0.76% | −100−0.3% | Reduced |
| Park Circle Co | 34,765 | $1.08M | 1.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 35,688 | $1.11M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 36,693 | $1.14M | 0.01% | +36,693 | New |
| Fred Alger Management, LLC | 36,696 | $1.14M | 0.01% | −38,699−51.3% | Reduced |
| Mariner, LLC | 37,222 | $1.16M | 0.00% | +3,825+11.5% | Added |
| Utah Retirement Systems | 37,300 | $1.16M | 0.02% | +200+0.5% | Added |
| Alberta Investment Management Corp | 37,800 | $1.17M | 0.01% | +37,800 | New |
| Capital Fund Management S.A. | 38,107 | $1.18M | 0.02% | +38,107 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,186 | $1.19M | 0.01% | +626+1.7% | Added |
| Natixis | 38,269 | $1.19M | 0.01% | −3,829,481−99.0% | Reduced |
| Qube Research & Technologies Ltd | 38,713 | $1.20M | 0.01% | +38,713 | New |
| United Capital Financial Advisers, LLC | 39,315 | $1.22M | 0.01% | −3,910−9.0% | Reduced |
| MMBG Investment Advisors Co. | 40,000 | $1.24M | 0.16% | 00.0% | Unchanged |
| SEI Investments Co | 40,706 | $1.26M | 0.00% | +18,149+80.5% | Added |
| Standard Life Aberdeen plc | 41,302 | $1.28M | 0.00% | +17,457+73.2% | Added |
| Tredje AP-fonden | 42,406 | $1.32M | 0.02% | +2,232+5.6% | Added |
| Ossiam | 43,909 | $1.36M | 0.03% | +40,174+1,075.6% | Added |
| Swedbank AB | 44,214 | $1.37M | 0.00% | −22,429−33.7% | Reduced |
| CI Private Wealth, LLC | 44,778 | $1.39M | 0.00% | −3,861−7.9% | Reduced |
| Bokf, NA | 45,388 | $1.41M | 0.03% | +45,388 | New |
| Alps Advisors Inc | 46,000 | $1.43M | 0.01% | +1,300+2.9% | Added |
| IFM Investors Pty Ltd | 46,022 | $1.43M | 0.02% | −1,363−2.9% | Reduced |
| Guild Investment Management, Inc. | 46,730 | $1.45M | 2.23% | −2,600−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 46,822 | $1.45M | 0.02% | +7,049+17.7% | Added |
| Mercer Global Advisors Inc | 47,457 | $1.47M | 0.01% | +7,293+18.2% | Added |
| First Republic Investment Management, Inc. | 48,648 | $1.51M | 0.00% | −1,082−2.2% | Reduced |
| Bleakley Financial Group, LLC | 49,105 | $1.53M | 0.05% | +41+0.1% | Added |
| Sawtooth Solutions, LLC | 49,685 | $1.54M | 0.04% | +40,076+417.1% | Added |
| Truist Financial Corp | 49,738 | $1.54M | 0.00% | +2,060+4.3% | Added |
| Sigma Planning Corp | 50,065 | $1.56M | 0.05% | +287+0.6% | Added |
| Jane Street Group, LLC | 51,874 | $1.61M | 0.00% | −29,040−35.9% | Reduced |
| Wolf Group Capital Advisors | 53,450 | $1.66M | 0.83% | −1,393−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 56,152 | $1.74M | 0.00% | +9,423+20.2% | Added |
| Arizona State Retirement System | 58,141 | $1.81M | 0.02% | +1,890+3.4% | Added |
| Assetmark, Inc | 58,162 | $1.81M | 0.01% | +47,807+461.7% | Added |
| KBC Group NV | 59,045 | $1.83M | 0.01% | +11,830+25.1% | Added |
| Nomura Asset Management Co Ltd | 59,057 | $1.83M | 0.01% | +7,412+14.4% | Added |
| Kames Capital plc | 60,170 | $1.87M | 0.03% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 60,589 | $1.88M | 0.93% | −718−1.2% | Reduced |
| GFG Capital, LLC | 41,184 | $2.00M | 0.45% | +7,642+22.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,593 | $2.04M | 0.00% | +530+0.8% | Added |
| Cerity Partners LLC | 66,252 | $2.05M | 0.01% | +16,185+32.3% | Added |
| Gillson Capital LP | 66,881 | $2.08M | 0.17% | −45,261−40.4% | Reduced |
| Wellington Shields Capital Management, LLC | 68,197 | $2.12M | 0.25% | −47,122−40.9% | Reduced |
| Royal London Asset Management Ltd | 68,496 | $2.13M | 0.01% | +4,368+6.8% | Added |
| Stephens Inc | 71,453 | $2.22M | 0.04% | −2,328−3.2% | Reduced |
| Sierra Capital LLC | 72,753 | $2.26M | 0.37% | −5,396−6.9% | Reduced |
| Coastal Bridge Advisors, LLC | 74,623 | $2.32M | 0.59% | −471−0.6% | Reduced |
| US Bancorp | 75,793 | $2.35M | 0.00% | +20,217+36.4% | Added |
| Prana Capital Management, LP | 76,012 | $2.36M | 0.20% | +6,017+8.6% | Added |
| STRS Ohio | 77,000 | $2.39M | 0.01% | +34,000+79.1% | Added |
| Prospera Financial Services Inc | 77,107 | $2.39M | 0.10% | +77,107 | New |
| Mesirow Institutional Investment Management, Inc. | 77,475 | $2.41M | 0.26% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 79,189 | $2.46M | 0.02% | −37,665−32.2% | Reduced |
| Toronto Dominion Bank | 79,902 | $2.48M | 0.00% | −4,466−5.3% | Reduced |