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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 8,950 | $278.0K | 0.06% | +8,950 | New |
| E&G Advisors, LP | 8,900 | $276.4K | 0.10% | +100+1.1% | Added |
| Visionary Wealth Advisors | 8,890 | $276.1K | 0.02% | +50+0.6% | Added |
| Moneta Group Investment Advisors LLC | 8,773 | $272.5K | 0.01% | +8,773 | New |
| Enterprise Financial Services Corp | 8,678 | $269.5K | 0.18% | +8,678 | New |
| Sherbrooke Park Advisers LLC | 8,500 | $264.0K | 0.40% | +8,500 | New |
| Integrated Wealth Concepts LLC | 8,452 | $263.0K | 0.01% | +8,452 | New |
| Northwestern Mutual Wealth Management Co | 8,393 | $260.7K | 0.00% | +794+10.4% | Added |
| Dark Forest Capital Management LP | 8,362 | $259.7K | 0.06% | −10,565−55.8% | Reduced |
| Fiduciary Group LLC | 8,300 | $257.8K | 0.03% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,200 | $254.7K | 0.03% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 8,195 | $254.5K | 0.09% | +200+2.5% | Added |
| Colony Group LLC | 8,187 | $254.0K | 0.00% | −333−3.9% | Reduced |
| Voloridge Investment Management, LLC | 8,147 | $253.0K | 0.00% | +8,147 | New |
| Leonteq Securities AG | 8,132 | $252.6K | 0.02% | +1,509+22.8% | Added |
| Cetera Advisor Networks LLC | 8,129 | $252.5K | 0.00% | +8,129 | New |
| Moors & Cabot, Inc. | 8,128 | $252.5K | 0.02% | −550−6.3% | Reduced |
| AE Wealth Management LLC | 7,837 | $243.4K | 0.00% | +64+0.8% | Added |
| Carret Asset Management, LLC | 7,800 | $242.0K | 0.03% | −5,700−42.2% | Reduced |
| Sowell Financial Services LLC | 7,631 | $237.0K | 0.02% | +7,631 | New |
| NewEdge Wealth, LLC | 7,542 | $234.3K | 0.01% | +70+0.9% | Added |
| 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 |
| Raymond James Trust N.A. | 7,414 | $230.0K | 0.01% | −53−0.7% | Reduced |
| Xponance, Inc. | 7,360 | $228.6K | 0.00% | +64+0.9% | Added |
| Principle Wealth Partners LLC | 7,331 | $227.7K | 0.02% | −2,200−23.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,311 | $227.1K | 0.02% | +7,311 | New |
| Mirabella Financial Services LLP | 7,173 | $222.8K | 0.05% | +7,173 | New |
| Keebeck Wealth Management, LLC | 7,065 | $219.4K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,883 | $214.0K | 0.00% | −32,871−82.7% | Reduced |
| Lincoln National Corp | 6,721 | $208.8K | 0.00% | +6,721 | New |
| Umb Bank N A | 6,629 | $205.9K | 0.00% | +1,575+31.2% | Added |
| CIBC Asset Management Inc | 6,506 | $202.1K | 0.00% | −4,051−38.4% | Reduced |
| HB Wealth Management, LLC | 6,442 | $200.1K | 0.00% | +6,442 | New |
| Spirit of America Management Corp | 6,050 | $187.9K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,000 | $186.4K | 0.03% | −750−11.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,987 | $186.0K | 0.00% | −10,308−63.3% | Reduced |
| Highlander Capital Management, LLC | 5,925 | $184.0K | 0.09% | +525+9.7% | Added |
| Acadian Asset Management LLC | 5,760 | $178.0K | 0.00% | −3,573−38.3% | Reduced |
| Pittenger & Anderson Inc | 5,000 | $155.3K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,508 | $140.0K | 0.12% | +4,508 | New |
| Storebrand Asset Management AS | 4,337 | $134.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,288 | $133.2K | 0.00% | +10+0.2% | Added |
| Ci Investments Inc. | 4,092 | $127.0K | 0.00% | +324+8.6% | Added |
| Altshuler Shaham Ltd | 3,972 | $123.4K | 0.00% | +197+5.2% | Added |
| Wellington Shields & Co., LLC | 3,388 | $105.2K | 0.02% | −297−8.1% | Reduced |
| Sandy Spring Bank | 3,366 | $104.5K | 0.01% | +300+9.8% | Added |
| Spire Wealth Management | 3,000 | $93.2K | 0.00% | −101−3.3% | Reduced |
| Carmel Capital Partners, LLC | 2,918 | $90.6K | 0.05% | +2,918 | New |
| Arlington Partners LLC | 2,852 | $88.6K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,799 | $86.9K | 0.01% | +2,799 | New |
| CWM, LLC | 2,708 | $84.0K | 0.00% | −867−24.3% | Reduced |
| Johnson Midwest Financial, LLC | 2,519 | $78.2K | 0.11% | +2,519 | New |
| Belpointe Asset Management LLC | 2,514 | $78.1K | 0.00% | −984−28.1% | Reduced |
| Larson Financial Group LLC | 2,455 | $76.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,327 | $72.0K | 0.06% | −1,439−38.2% | Reduced |
| Banque Cantonale Vaudoise | 2,300 | $71.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,204 | $68.5K | 0.00% | +19+0.9% | Added |
| American International Group, Inc. | 2,083 | $64.7K | 0.00% | −46−2.2% | Reduced |
| Focused Wealth Management, Inc | 2,070 | $64.3K | 0.01% | +6+0.3% | Added |
| Tower View Investment Management & Research LLC | 2,060 | $64.0K | 0.04% | +19+0.9% | Added |
| Concord Wealth Partners | 2,000 | $62.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,901 | $59.0K | 0.01% | +155+8.9% | Added |
| Brown Shipley& Co Ltd | 1,885 | $58.5K | 0.04% | +1,885 | New |
| Ostrum Asset Management | 1,675 | $52.0K | 0.00% | +1,675 | New |
| Bogart Wealth, LLC | 1,599 | $49.7K | 0.00% | +74+4.9% | Added |
| Hexagon Capital Partners LLC | 1,503 | $46.7K | 0.01% | −225−13.0% | Reduced |
| IFP Advisors, Inc | 1,333 | $42.7K | 0.00% | −2,894−68.5% | Reduced |
| Advisory Services Network, LLC | 1,373 | $42.6K | 0.00% | −1,456−51.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $40.4K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,295 | $40.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,154 | $35.8K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,120 | $34.8K | 0.03% | +1,120 | New |
| Gould Capital, LLC | 1,001 | $31.1K | 0.02% | −1,459−59.3% | Reduced |
| Washington Trust Co | 1,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,010 | $30.6K | 0.00% | +1,010 | New |
| WealthPlan Investment Management, LLC | 959 | $29.8K | 0.01% | +959 | New |
| CVA Family Office, LLC | 920 | $28.6K | 0.01% | +30+3.4% | Added |
| Proequities, Inc. | 900 | $28.0K | 0.00% | −445−33.1% | Reduced |
| Cutler Group LP | 885 | $27.0K | 0.00% | −1,239−58.3% | Reduced |
| Denali Advisors LLC | 800 | $24.8K | 0.01% | −35−4.2% | Reduced |
| Parkside Financial Bank & Trust | 717 | $22.3K | 0.01% | +619+631.6% | Added |
| Tower Research Capital LLC (TRC) | 736 | $22.0K | 0.00% | −1,279−63.5% | Reduced |
| Twin Tree Management, LP | 646 | $20.1K | 0.00% | −6,166−90.5% | Reduced |
| GWM Advisors LLC | 632 | $19.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $18.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $14.7K | 0.00% | +15+3.1% | Added |
| Castleview Partners, LLC | 432 | $13.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 419 | $13.0K | 0.00% | +419 | New |
| AdvisorNet Financial, Inc | 382 | $11.9K | 0.00% | +6+1.6% | Added |
| Hollencrest Capital Management | 333 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 319 | $9.91K | 0.00% | −2−0.6% | Reduced |
| Evermay Wealth Management LLC | 308 | $9.57K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $9.32K | 0.00% | −21−6.5% | Reduced |
| Harvest Group Wealth Management, LLC | 300 | $9.32K | 0.01% | +300 | New |
| GPS Wealth Strategies Group, LLC | 300 | $9.32K | 0.00% | +300 | New |
| GHP Investment Advisors, Inc. | 295 | $9.16K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 257 | $7.98K | 0.00% | −3−1.2% | Reduced |