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, Q2 2023
Institutional positions in Carlyle Group Inc. as of Jun 30, 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
- 396
- −29 vs. Q1 2023
- Shares held
- 206.5M
- +7.22M (+3.6%) vs. Q1 2023
- Total value
- $6.59B
- +$397.8M (+6.4%) vs. Q1 2023
- New holders
- 37
- 148 more added
- Sold out
- 66
- 138 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,531,616 | $783.8M | 0.02% | −862,469−3.4% | Reduced |
| BlackRock Inc. | 21,914,066 | $700.2M | 0.02% | +3,340,328+18.0% | Added |
| Morgan Stanley | 19,560,423 | $625.0M | 0.06% | −334,057−1.7% | Reduced |
| Capital World Investors | 18,654,540 | $596.0M | 0.11% | +5,993,196+47.3% | Added |
| Alkeon Capital Management LLC | 12,125,201 | $387.4M | 2.32% | −478,732−3.8% | Reduced |
| Vulcan Value Partners, LLC | 11,240,921 | $359.3M | 4.51% | −312,923−2.7% | Reduced |
| Ariel Investments, LLC | 5,446,414 | $174.0M | 1.65% | +2,413,794+79.6% | Added |
| William Blair Investment Management, LLC | 5,352,634 | $171.0M | 0.55% | +864,482+19.3% | Added |
| State Street Corp | 5,146,344 | $164.4M | 0.01% | −7,260−0.1% | Reduced |
| Norges Bank | 4,875,720 | $155.8M | 0.03% | +2,691,001+123.2% | Added |
| Beutel, Goodman & Co Ltd. | 4,335,611 | $138.5M | 0.78% | +92,251+2.2% | Added |
| Legal & General Group Plc | 3,749,442 | $119.8M | 0.04% | +127,605+3.5% | Added |
| Ameriprise Financial Inc | 3,683,690 | $117.7M | 0.04% | +396,294+12.1% | Added |
| Price T Rowe Associates Inc | 3,414,374 | $109.1M | 0.02% | +358,317+11.7% | Added |
| Geode Capital Management, LLC | 3,355,596 | $107.0M | 0.01% | +58,082+1.8% | Added |
| Security Benefit Life Insurance Co | 2,617,691 | $83.6M | 9.51% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,248,116 | $71.8M | 0.02% | +555,079+32.8% | Added |
| Argent Capital Management LLC | 2,216,780 | $70.8M | 2.30% | −77,873−3.4% | Reduced |
| Bamco Inc | 2,144,830 | $68.5M | 0.19% | −5970.0% | Reduced |
| National Bank of Canada | 2,002,108 | $64.6M | 0.13% | +1,005,980+101.0% | Added |
| FMR LLC | 1,923,443 | $61.5M | 0.01% | −5,374−0.3% | Reduced |
| Bank of New York Mellon Corp | 1,815,390 | $58.0M | 0.01% | −28,541−1.5% | Reduced |
| Northern Trust Corp | 1,550,549 | $49.5M | 0.01% | +20,917+1.4% | Added |
| Goldman Sachs Group Inc | 1,538,036 | $49.1M | 0.01% | −486,392−24.0% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $47.9M | 2.87% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,469,132 | $46.9M | 0.07% | −192,305−11.6% | Reduced |
| First Trust Advisors LP | 1,444,817 | $46.2M | 0.05% | −167,011−10.4% | Reduced |
| LGT Capital Partners Ltd. | 1,400,000 | $44.7M | 1.55% | −77,500−5.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $42.4M | 0.50% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,293,673 | $41.3M | 0.01% | +16,275+1.3% | Added |
| Bank of America Corp | 1,229,365 | $39.3M | 0.00% | −535,925−30.4% | Reduced |
| Thrivent Financial for Lutherans | 1,152,417 | $36.8M | 0.08% | +362,617+45.9% | Added |
| Polaris Capital Management, LLC | 993,900 | $31.8M | 1.19% | −10,100−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 868,275 | $27.7M | 0.11% | +83,017+10.6% | Added |
| JPMorgan Chase & Co | 867,675 | $27.7M | 0.00% | +469,637+118.0% | Added |
| Deprince Race & Zollo Inc | 790,482 | $25.3M | 0.58% | +108,688+15.9% | Added |
| Bank of Nova Scotia | 788,255 | $25.2M | 0.07% | −130,046−14.2% | Reduced |
| Credit Suisse AG | 693,732 | $22.2M | 0.02% | −107,110−13.4% | Reduced |
| UBS Group AG | 661,608 | $21.1M | 0.01% | −17,364−2.6% | Reduced |
| UBS Asset Management Americas Inc | 636,377 | $19.8M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 581,190 | $18.6M | 0.04% | +295,703+103.6% | Added |
| Private Management Group Inc | 560,661 | $17.9M | 0.76% | +560,661 | New |
| Moore Capital Management, LP | 525,610 | $16.8M | 0.41% | +525,610 | New |
| Nuveen Asset Management, LLC | 517,673 | $16.5M | 0.01% | −219,827−29.8% | Reduced |
| Invesco Ltd. | 516,124 | $16.5M | 0.00% | +54,376+11.8% | Added |
| Assenagon Asset Management S.A. | 515,472 | $16.5M | 0.06% | −1,142,978−68.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 505,631 | $16.2M | 0.01% | −45,466−8.3% | Reduced |
| Partners Group Holding AG | 489,619 | $15.6M | 1.30% | +23,850+5.1% | Added |
| Robeco Institutional Asset Management B.V. | 449,064 | $14.3M | 0.04% | −265,631−37.2% | Reduced |
| Barclays PLC | 430,927 | $13.8M | 0.01% | −146,858−25.4% | Reduced |
| Oppenheimer & Co Inc | 385,967 | $12.3M | 0.25% | +3,658+1.0% | Added |
| Victory Capital Management Inc | 384,791 | $12.3M | 0.01% | −320,942−45.5% | Reduced |
| California Public Employees Retirement System | 383,172 | $12.2M | 0.01% | +8,151+2.2% | Added |
| Algebris (UK) Ltd | 376,798 | $12.0M | 5.89% | −48,749−11.5% | Reduced |
| Royal Bank of Canada | 369,937 | $11.8M | 0.00% | +40,713+12.4% | Added |
| Raymond James & Associates | 366,672 | $11.7M | 0.01% | +128,973+54.3% | Added |
| Wells Fargo & Company | 363,782 | $11.6M | 0.00% | −1,230−0.3% | Reduced |
| Walleye Capital LLC | 363,114 | $11.6M | 0.20% | +363,114 | New |
| California State Teachers Retirement System | 358,839 | $11.5M | 0.02% | +9,873+2.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 332,404 | $10.6M | 0.05% | +166,952+100.9% | Added |
| Sargent Investment Group, LLC | 323,465 | $10.3M | 2.51% | −3,975−1.2% | Reduced |
| New York State Common Retirement Fund | 321,543 | $10.3M | 0.01% | −58,520−15.4% | Reduced |
| Cinctive Capital Management LP | 305,072 | $9.75M | 0.38% | +305,072 | New |
| Sit Investment Associates Inc | 294,900 | $9.42M | 0.25% | −33,900−10.3% | Reduced |
| HSBC Holdings PLC | 286,588 | $9.20M | 0.01% | −275,093−49.0% | Reduced |
| Bank of Montreal | 278,041 | $8.90M | 0.01% | +463+0.2% | Added |
| Callodine Capital Management, LP | 275,000 | $8.79M | 2.52% | +50,000+22.2% | Added |
| Amundi | 263,751 | $8.53M | 0.00% | −59,252−18.3% | Reduced |
| Deutsche Bank AG | 263,824 | $8.43M | 0.00% | −557,405−67.9% | Reduced |
| DnB Asset Management AS | 251,948 | $8.05M | 0.05% | +14,752+6.2% | Added |
| Frontier Capital Management Co LLC | 244,888 | $7.82M | 0.07% | −2,507−1.0% | Reduced |
| Envestnet Asset Management Inc | 240,920 | $7.70M | 0.00% | +59,438+32.8% | Added |
| Wafra Inc. | 238,047 | $7.61M | 0.25% | 00.0% | Unchanged |
| Rhumbline Advisers | 236,941 | $7.57M | 0.01% | +18,666+8.6% | Added |
| Channing Capital Management, LLC | 232,206 | $7.42M | 0.23% | −69,972−23.2% | Reduced |
| Andra AP-fonden | 222,500 | $7.11M | 0.18% | +65,500+41.7% | Added |
| Exor Capital LLP | 222,000 | $7.09M | 0.46% | −10,000−4.3% | Reduced |
| Citigroup Inc | 212,734 | $6.80M | 0.01% | +98,193+85.7% | Added |
| Bessemer Group Inc | 200,000 | $6.39M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 199,066 | $6.36M | 0.00% | −644−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 175,910 | $5.62M | 0.04% | −3,500−2.0% | Reduced |
| Gator Capital Management, LLC | 174,475 | $5.57M | 3.93% | 00.0% | Unchanged |
| Great West Life Assurance Co | 169,986 | $5.45M | 0.01% | +12,394+7.9% | Added |
| KBC Group NV | 165,448 | $5.29M | 0.02% | +106,403+180.2% | Added |
| City of London Investment Management Co Ltd | 162,315 | $5.19M | 0.42% | 00.0% | Unchanged |
| Power Corp of Canada | 157,277 | $5.03M | 0.52% | −53,341−25.3% | Reduced |
| TD Asset Management Inc | 152,225 | $4.86M | 0.01% | +553+0.4% | Added |
| SOL Capital Management CO | 148,130 | $4.73M | 0.72% | −200−0.1% | Reduced |
| Allianz Asset Management GmbH | 140,853 | $4.50M | 0.01% | −385,792−73.3% | Reduced |
| Holocene Advisors, LP | 129,799 | $4.15M | 0.02% | +129,799 | New |
| Natixis | 126,009 | $4.03M | 0.03% | +87,740+229.3% | Added |
| State of Wisconsin Investment Board | 125,025 | $3.99M | 0.01% | +12,415+11.0% | Added |
| Balyasny Asset Management LLC | 123,189 | $3.94M | 0.01% | +101,012+455.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 122,471 | $3.91M | 0.01% | +8,089+7.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 120,522 | $3.85M | 0.01% | +7,547+6.7% | Added |
| State Board of Administration of Florida Retirement System | 120,381 | $3.85M | 0.01% | +15,169+14.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 114,965 | $3.67M | 0.05% | −8,500−6.9% | Reduced |
| Alliancebernstein L.P. | 111,921 | $3.58M | 0.00% | +14,380+14.7% | Added |
| State of New Jersey Common Pension Fund D | 110,038 | $3.52M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 108,363 | $3.46M | 0.01% | +1,039+1.0% | Added |