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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 127,896 | $3.97M | 0.31% | −13,026−9.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,465 | $3.83M | 0.05% | −27,600−18.3% | Reduced |
| Citigroup Inc | 114,541 | $3.56M | 0.00% | −2,207−1.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 114,382 | $3.55M | 0.01% | −6,842−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 112,975 | $3.51M | 0.01% | +3,659+3.3% | Added |
| State of Wisconsin Investment Board | 112,610 | $3.50M | 0.01% | −6,063−5.1% | Reduced |
| State of New Jersey Common Pension Fund D | 110,038 | $3.42M | 0.01% | −5,838−5.0% | Reduced |
| Janney Montgomery Scott LLC | 108,570 | $3.37M | 0.01% | −8,399−7.2% | Reduced |
| Stanley-Laman Group, Ltd. | 107,835 | $3.35M | 0.60% | +2,236+2.1% | Added |
| Commonwealth Equity Services, LLC | 107,324 | $3.33M | 0.01% | −1,008−0.9% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $3.32M | 0.08% | −3,638−3.3% | Reduced |
| Pictet Asset Management SA | 105,467 | $3.28M | 0.00% | +2,127+2.1% | Added |
| State Board of Administration of Florida Retirement System | 105,212 | $3.27M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 105,155 | $3.27M | 0.00% | −1,059,336−91.0% | Reduced |
| Group One Trading, L.P. | 103,737 | $3.22M | 0.15% | +93,870+951.4% | Added |
| Public Employees Retirement System of Ohio | 102,933 | $3.20M | 0.01% | −4,537−4.2% | Reduced |
| Alliancebernstein L.P. | 97,541 | $3.03M | 0.00% | −56,407−36.6% | Reduced |
| Royce & Associates LP | 97,280 | $3.02M | 0.03% | +15,200+18.5% | Added |
| Ensign Peak Advisors, Inc | 95,570 | $2.97M | 0.01% | −35,815−27.3% | Reduced |
| Stifel Financial Corp | 94,785 | $2.94M | 0.00% | +4,767+5.3% | Added |
| LPL Financial LLC | 94,526 | $2.94M | 0.00% | +9,471+11.1% | Added |
| Treasurer of the State of North Carolina | 90,514 | $2.81M | 0.02% | +650+0.7% | Added |
| Gotham Asset Management, LLC | 88,486 | $2.75M | 0.07% | +8,146+10.1% | Added |
| Macquarie Group Ltd | 82,629 | $2.57M | 0.00% | +11,638+16.4% | Added |
| AXA S.A. | 82,297 | $2.56M | 0.01% | −74,662−47.6% | Reduced |
| Texas Yale Capital Corp. | 80,977 | $2.52M | 0.13% | −1,296−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 80,687 | $2.51M | 0.04% | +73,951+1,097.8% | Added |
| Asset Management One Co.,Ltd. | 80,384 | $2.50M | 0.01% | +460+0.6% | Added |
| Toronto Dominion Bank | 79,902 | $2.48M | 0.00% | −4,466−5.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 79,189 | $2.46M | 0.02% | −37,665−32.2% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 77,475 | $2.41M | 0.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 77,107 | $2.39M | 0.10% | +77,107 | New |
| STRS Ohio | 77,000 | $2.39M | 0.01% | +34,000+79.1% | Added |
| Prana Capital Management, LP | 76,012 | $2.36M | 0.20% | +6,017+8.6% | Added |
| US Bancorp | 75,793 | $2.35M | 0.00% | +20,217+36.4% | Added |
| Coastal Bridge Advisors, LLC | 74,623 | $2.32M | 0.59% | −471−0.6% | Reduced |
| Sierra Capital LLC | 72,753 | $2.26M | 0.37% | −5,396−6.9% | Reduced |
| Stephens Inc | 71,453 | $2.22M | 0.04% | −2,328−3.2% | Reduced |
| Royal London Asset Management Ltd | 68,496 | $2.13M | 0.01% | +4,368+6.8% | Added |
| Wellington Shields Capital Management, LLC | 68,197 | $2.12M | 0.25% | −47,122−40.9% | Reduced |
| Gillson Capital LP | 66,881 | $2.08M | 0.17% | −45,261−40.4% | Reduced |
| Cerity Partners LLC | 66,252 | $2.05M | 0.01% | +16,185+32.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,593 | $2.04M | 0.00% | +530+0.8% | Added |
| GFG Capital, LLC | 41,184 | $2.00M | 0.45% | +7,642+22.8% | Added |
| Augustine Asset Management Inc | 60,589 | $1.88M | 0.93% | −718−1.2% | Reduced |
| Kames Capital plc | 60,170 | $1.87M | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 59,057 | $1.83M | 0.01% | +7,412+14.4% | Added |
| KBC Group NV | 59,045 | $1.83M | 0.01% | +11,830+25.1% | Added |
| Assetmark, Inc | 58,162 | $1.81M | 0.01% | +47,807+461.7% | Added |
| Arizona State Retirement System | 58,141 | $1.81M | 0.02% | +1,890+3.4% | Added |
| Advisor Group Holdings, Inc. | 56,152 | $1.74M | 0.00% | +9,423+20.2% | Added |
| Wolf Group Capital Advisors | 53,450 | $1.66M | 0.83% | −1,393−2.5% | Reduced |
| Jane Street Group, LLC | 51,874 | $1.61M | 0.00% | −29,040−35.9% | Reduced |
| Sigma Planning Corp | 50,065 | $1.56M | 0.05% | +287+0.6% | Added |
| Truist Financial Corp | 49,738 | $1.54M | 0.00% | +2,060+4.3% | Added |
| Sawtooth Solutions, LLC | 49,685 | $1.54M | 0.04% | +40,076+417.1% | Added |
| Bleakley Financial Group, LLC | 49,105 | $1.53M | 0.05% | +41+0.1% | Added |
| First Republic Investment Management, Inc. | 48,648 | $1.51M | 0.00% | −1,082−2.2% | Reduced |
| Mercer Global Advisors Inc | 47,457 | $1.47M | 0.01% | +7,293+18.2% | Added |
| Steward Partners Investment Advisory, LLC | 46,822 | $1.45M | 0.02% | +7,049+17.7% | Added |
| Guild Investment Management, Inc. | 46,730 | $1.45M | 2.23% | −2,600−5.3% | Reduced |
| IFM Investors Pty Ltd | 46,022 | $1.43M | 0.02% | −1,363−2.9% | Reduced |
| Alps Advisors Inc | 46,000 | $1.43M | 0.01% | +1,300+2.9% | Added |
| Bokf, NA | 45,388 | $1.41M | 0.03% | +45,388 | New |
| CI Private Wealth, LLC | 44,778 | $1.39M | 0.00% | −3,861−7.9% | Reduced |
| Swedbank AB | 44,214 | $1.37M | 0.00% | −22,429−33.7% | Reduced |
| Ossiam | 43,909 | $1.36M | 0.03% | +40,174+1,075.6% | Added |
| Tredje AP-fonden | 42,406 | $1.32M | 0.02% | +2,232+5.6% | Added |
| Standard Life Aberdeen plc | 41,302 | $1.28M | 0.00% | +17,457+73.2% | Added |
| SEI Investments Co | 40,706 | $1.26M | 0.00% | +18,149+80.5% | Added |
| MMBG Investment Advisors Co. | 40,000 | $1.24M | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 39,315 | $1.22M | 0.01% | −3,910−9.0% | Reduced |
| Qube Research & Technologies Ltd | 38,713 | $1.20M | 0.01% | +38,713 | New |
| Natixis | 38,269 | $1.19M | 0.01% | −3,829,481−99.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,186 | $1.19M | 0.01% | +626+1.7% | Added |
| Capital Fund Management S.A. | 38,107 | $1.18M | 0.02% | +38,107 | New |
| Alberta Investment Management Corp | 37,800 | $1.17M | 0.01% | +37,800 | New |
| Utah Retirement Systems | 37,300 | $1.16M | 0.02% | +200+0.5% | Added |
| Mariner, LLC | 37,222 | $1.16M | 0.00% | +3,825+11.5% | Added |
| Fred Alger Management, LLC | 36,696 | $1.14M | 0.01% | −38,699−51.3% | Reduced |
| HRT Financial LP | 36,693 | $1.14M | 0.01% | +36,693 | New |
| Illinois Municipal Retirement Fund | 35,688 | $1.11M | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 34,765 | $1.08M | 1.05% | 00.0% | Unchanged |
| Herbst Group, LLC | 34,551 | $1.07M | 0.76% | −100−0.3% | Reduced |
| Vestcor Inc | 33,584 | $1.04M | 0.04% | +28,900+617.0% | Added |
| Two Sigma Investments, LP | 33,500 | $1.04M | 0.00% | +33,500 | New |
| Amalgamated Bank | 33,178 | $1.03M | 0.01% | −27,351−45.2% | Reduced |
| D.A. Davidson & Co. | 31,722 | $985.3K | 0.01% | −1,700−5.1% | Reduced |
| Kendall Capital Management | 31,432 | $976.0K | 0.47% | −230−0.7% | Reduced |
| Achmea Investment Management B.V. | 31,218 | $969.0K | 0.03% | −31,218−50.0% | Reduced |
| Verition Fund Management LLC | 31,145 | $967.4K | 0.02% | +31,145 | New |
| Handelsbanken Fonder AB | 30,700 | $954.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,074 | $935.0K | 0.00% | +1,925+6.8% | Added |
| FORA Capital, LLC | 29,708 | $922.7K | 0.09% | +29,708 | New |
| Intech Investment Management LLC | 28,563 | $887.2K | 0.01% | −644−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 28,470 | $884.3K | 0.04% | +9,234+48.0% | Added |
| Jeppson Wealth Management, LLC | 28,181 | $875.3K | 0.38% | −65−0.2% | Reduced |
| Banque Pictet & Cie SA | 28,000 | $869.7K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 27,913 | $867.1K | 0.04% | +10,933+64.4% | Added |
| Waterfront Wealth Inc. | 27,840 | $864.7K | 0.28% | 00.0% | Unchanged |