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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 1,529,632 | $47.5M | 0.01% | +49,586+3.4% | Added |
| First Trust Advisors LP | 1,611,828 | $50.1M | 0.06% | −37,086−2.2% | Reduced |
| Assenagon Asset Management S.A. | 1,658,450 | $51.5M | 0.20% | +307,803+22.8% | Added |
| Brown Advisory Inc | 1,661,437 | $51.6M | 0.09% | +8,880+0.5% | Added |
| Dimensional Fund Advisors LP | 1,693,037 | $52.6M | 0.02% | +541,865+47.1% | Added |
| Bank of America Corp | 1,765,290 | $54.8M | 0.01% | +713,675+67.9% | Added |
| Bank of New York Mellon Corp | 1,843,931 | $57.3M | 0.01% | +34,797+1.9% | Added |
| FMR LLC | 1,928,817 | $59.9M | 0.01% | +582,824+43.3% | Added |
| Samlyn Capital, LLC | 2,001,564 | $62.2M | 1.14% | +2,001,564 | New |
| Goldman Sachs Group Inc | 2,024,428 | $62.9M | 0.02% | −1,521,612−42.9% | Reduced |
| Bamco Inc | 2,145,427 | $66.6M | 0.20% | −27,200−1.3% | Reduced |
| Norges Bank | 2,184,719 | $67.9M | 0.01% | −1,245,516−36.3% | Reduced |
| Argent Capital Management LLC | 2,294,653 | $71.3M | 2.47% | +662,452+40.6% | Added |
| Security Benefit Life Insurance Co | 2,617,691 | $81.3M | 9.38% | 00.0% | Unchanged |
| Ariel Investments, LLC | 3,032,620 | $94.2M | 0.91% | +106,228+3.6% | Added |
| Price T Rowe Associates Inc | 3,056,057 | $94.9M | 0.01% | +1,088,182+55.3% | Added |
| Ameriprise Financial Inc | 3,287,396 | $102.1M | 0.03% | +3,187,376+3,186.7% | Added |
| Geode Capital Management, LLC | 3,297,514 | $102.3M | 0.01% | +63,789+2.0% | Added |
| Legal & General Group Plc | 3,621,837 | $112.5M | 0.04% | +63,412+1.8% | Added |
| Beutel, Goodman & Co Ltd. | 4,243,360 | $131.8M | 0.77% | +98,175+2.4% | Added |
| William Blair Investment Management, LLC | 4,488,152 | $139.4M | 0.49% | +1,642,580+57.7% | Added |
| State Street Corp | 5,153,604 | $160.1M | 0.01% | +83,702+1.7% | Added |
| Vulcan Value Partners, LLC | 11,553,844 | $358.6M | 4.54% | −1,083,709−8.6% | Reduced |
| Alkeon Capital Management LLC | 12,603,933 | $391.5M | 2.51% | −521,228−4.0% | Reduced |
| Capital World Investors | 12,661,344 | $393.3M | 0.08% | +10,444,344+471.1% | Added |
| BlackRock Inc. | 18,573,738 | $576.9M | 0.02% | +5,223,114+39.1% | Added |
| Morgan Stanley | 19,894,480 | $617.9M | 0.07% | −4,803,250−19.4% | Reduced |
| Vanguard Group Inc | 25,394,085 | $788.7M | 0.02% | +441,216+1.8% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,253,462−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,220,372−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −805,279−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −735,851−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −709,713−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −487,335−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −482,557−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −429,255−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −215,744−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −185,544−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −108,168−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −100,351−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −43,595−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −35,491−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −33,180−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,483−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −21,462−100.0% | Sold out |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −20,088−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −19,209−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −19,069−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,008−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −16,702−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −16,671−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,078−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −11,890−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,005−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,833−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,632−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −7,869−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −7,308−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −6,864−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −6,856−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −6,733−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Burleson & Company, LLC | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |