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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 27,369 | $850.1K | 0.00% | +2,118+8.4% | Added |
| Voya Investment Management LLC | 27,279 | $847.3K | 0.00% | −337−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 26,692 | $829.1K | 0.00% | +374+1.4% | Added |
| Hoertkorn Richard Charles | 25,300 | $785.8K | 0.41% | 00.0% | Unchanged |
| Emfo, LLC | 24,975 | $775.7K | 0.73% | −3,750−13.1% | Reduced |
| Moody National Bank Trust Division | 24,549 | $762.5K | 0.07% | −50−0.2% | Reduced |
| Public Sector Pension Investment Board | 24,545 | $762.4K | 0.01% | +3,204+15.0% | Added |
| Gulf International Bank (UK) Ltd | 23,698 | $736.0K | 0.02% | 00.0% | Unchanged |
| WBI Investments | 23,069 | $716.5K | 0.14% | −13,757−37.4% | Reduced |
| National Asset Management, Inc. | 23,057 | $716.2K | 0.02% | −65−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 22,925 | $712.1K | 0.01% | +6,027+35.7% | Added |
| Korea Investment CORP | 22,896 | $711.1K | 0.00% | −56,628−71.2% | Reduced |
| Principal Financial Group Inc | 22,680 | $704.4K | 0.00% | +2,971+15.1% | Added |
| Teacher Retirement System of Texas | 22,243 | $691.0K | 0.00% | −41,773−65.3% | Reduced |
| Balyasny Asset Management LLC | 22,177 | $688.8K | 0.00% | −1,811,586−98.8% | Reduced |
| Ameritas Advisory Services, LLC | 22,691 | $684.1K | 0.03% | +11,027+94.5% | Added |
| Nissay Asset Management Corp | 21,858 | $678.9K | 0.01% | −64−0.3% | Reduced |
| Van Eck Associates Corp | 20,864 | $648.0K | 0.00% | +3,186+18.0% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $624.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,862 | $616.9K | 0.02% | 00.0% | Unchanged |
| Weik Capital Management | 19,560 | $608.0K | 0.28% | −100−0.5% | Reduced |
| Capital Management Associates | 19,236 | $597.5K | 0.91% | −29,996−60.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,836 | $585.0K | 0.00% | −2,148−10.2% | Reduced |
| Epoch Investment Partners, Inc. | 18,379 | $570.9K | 0.00% | −12,486−40.5% | Reduced |
| Axq Capital, LP | 17,800 | $552.9K | 0.22% | +17,800 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 17,679 | $549.0K | 0.01% | +803+4.8% | Added |
| British Columbia Investment Management Corp | 17,543 | $544.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 18,200 | $543.0K | 0.12% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,313 | $537.7K | 0.01% | +6,636+62.2% | Added |
| 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 |
| Virginia Retirement Systems Et Al | 17,181 | $533.6K | 0.01% | −6,319−26.9% | Reduced |
| Empowered Funds, LLC | 17,142 | $532.4K | 0.03% | +17,142 | New |
| TD Waterhouse Canada Inc. | 16,096 | $527.0K | 0.01% | +1,580+10.9% | Added |
| Garrison Bradford & Associates Inc | 16,852 | $523.0K | 0.65% | +16+0.1% | Added |
| Elo Mutual Pension Insurance Co | 16,042 | $498.0K | 0.02% | +1,103+7.4% | Added |
| Toroso Investments, LLC | 15,970 | $496.0K | 0.02% | −548−3.3% | Reduced |
| Maryland State Retirement & Pension System | 15,934 | $494.9K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 15,932 | $494.9K | 0.06% | −3,043−16.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,826 | $491.6K | 0.00% | −101,954−86.6% | Reduced |
| Snowden Capital Advisors LLC | 15,785 | $490.3K | 0.02% | +42+0.3% | Added |
| Baldwin Brothers Inc | 15,720 | $488.3K | 0.04% | 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 |
| Sterneck Capital Management, LLC | 15,520 | $482.1K | 0.30% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 15,465 | $480.3K | 0.10% | +15,465 | New |
| Carson Advisory Inc. | 15,335 | $476.3K | 0.42% | −600−3.8% | Reduced |
| Capula Management Ltd | 14,960 | $464.7K | 0.04% | −37,240−71.3% | Reduced |
| Atria Wealth Solutions, Inc. | 14,731 | $457.5K | 0.01% | −2,970−16.8% | Reduced |
| Blair William & Co | 14,661 | $455.4K | 0.00% | +1,425+10.8% | Added |
| Qsemble Capital Management, LP | 14,500 | $450.4K | 0.30% | +14,500 | New |
| Thoroughbred Financial Services, LLC | 14,461 | $449.0K | 0.07% | +4,736+48.7% | Added |
| Fort Point Capital Partners LLC | 14,410 | $447.6K | 0.07% | +150+1.1% | Added |
| Exos TFP Holdings LLC | 14,172 | $440.2K | 0.11% | +7,025+98.3% | Added |
| M&T Bank Corp | 14,092 | $437.7K | 0.00% | −515−3.5% | Reduced |
| O'Rourke & Company, Inc | 14,077 | $437.0K | 0.33% | −193−1.4% | Reduced |
| World Equity Group, Inc. | 29,709 | $433.2K | 0.07% | +29,709 | New |
| Cresset Asset Management, LLC | 13,832 | $429.6K | 0.01% | −3,452−20.0% | Reduced |
| Westpac Banking Corp | 13,824 | $429.4K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 13,704 | $425.6K | 0.25% | +13,704 | New |
| SG Americas Securities, LLC | 13,617 | $423.0K | 0.01% | +13,617 | New |
| JustInvest LLC | 13,597 | $422.3K | 0.01% | −1,519−10.0% | Reduced |
| Janus Henderson Group PLC | 13,541 | $420.5K | 0.00% | −37,239−73.3% | Reduced |
| First Manhattan Co | 13,225 | $410.8K | 0.00% | −1,075−7.5% | Reduced |
| Guinness Asset Management LTD | 13,193 | $409.8K | 0.01% | +1,115+9.2% | Added |
| Donoghue Forlines LLC | 13,191 | $409.7K | 0.15% | +13,191 | New |
| Arete Wealth Advisors, LLC | 13,138 | $408.0K | 0.03% | −191−1.4% | Reduced |
| Symphony Financial, Ltd. Co. | 13,484 | $407.9K | 0.11% | +13,484 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,931 | $400.2K | 0.00% | +2,147+19.9% | Added |
| Jefferies Financial Group Inc. | 12,777 | $396.9K | 0.01% | +12,777 | New |
| North Star Investment Management Corp. | 12,774 | $396.8K | 0.03% | −5,966−31.8% | Reduced |
| McGowan Group Asset Management, Inc. | 12,771 | $396.7K | 0.06% | +18+0.1% | Added |
| Collective Family Office LLC | 12,250 | $380.5K | 0.16% | +850+7.5% | Added |
| Apollon Wealth Management, LLC | 12,141 | $377.1K | 0.02% | −1,094−8.3% | Reduced |
| Viawealth, LLC | 11,918 | $370.2K | 0.29% | −3,293−21.6% | Reduced |
| Daiwa Securities Group Inc. | 11,873 | $369.0K | 0.00% | +500+4.4% | Added |
| Panagora Asset Management Inc | 11,691 | $363.1K | 0.00% | −606,334−98.1% | Reduced |
| Nordea Investment Management AB | 11,815 | $359.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,309 | $351.3K | 0.00% | +3,092+37.6% | Added |
| Parallax Volatility Advisers, L.P. | 11,206 | $348.1K | 0.01% | −3,523−23.9% | Reduced |
| Stiles Financial Services Inc | 11,173 | $347.0K | 0.19% | +1,277+12.9% | Added |
| Captrust Financial Advisors | 11,120 | $345.4K | 0.00% | +751+7.2% | Added |
| Franklin Resources Inc | 10,821 | $336.1K | 0.00% | −191,091−94.6% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $329.2K | 0.36% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 10,573 | $328.4K | 0.01% | −6,845−39.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $325.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,400 | $323.0K | 0.00% | +2,576+32.9% | Added |
| Candriam Luxembourg S.C.A. | 11,265 | $322.1K | 0.00% | +11,265 | New |
| Fort Sheridan Advisors LLC | 10,100 | $313.7K | 0.08% | −700−6.5% | Reduced |
| Prudential PLC | 10,006 | $310.8K | 0.00% | −4,172−29.4% | Reduced |
| Slow Capital, Inc. | 9,964 | $309.5K | 0.06% | −693−6.5% | Reduced |
| Stonnington Group, LLC | 10,000 | $307.2K | 0.08% | +10,000 | New |
| Northeast Investment Management | 9,811 | $304.7K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 9,788 | $304.0K | 0.18% | +624+6.8% | Added |
| Leuthold Group, LLC | 9,619 | $298.8K | 0.04% | +9,619 | New |
| Kovack Advisors, Inc. | 9,541 | $296.4K | 0.04% | +22+0.2% | Added |
| Glenview Trust Co | 9,414 | $292.4K | 0.01% | +1,914+25.5% | Added |
| Mirador Capital Partners LP | 9,370 | $291.0K | 0.07% | −541−5.5% | Reduced |
| Creative Planning | 9,093 | $282.4K | 0.00% | +277+3.1% | Added |
| MML Investors Services, LLC | 8,952 | $278.0K | 0.00% | +8,952 | New |