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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

Q2 2023 vs. Q1 2023

How the institutions holding Carlyle Group Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of CG: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders4283396−29
Shares199.3M10.3K206.5M+7.22M (+3.6%)
Value$6.19B$316.5K$6.59B+$397.8M (+6.4%)

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Carlyle Group Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to CG in Q2 2023
InstitutionSharesValue% of portfolio
Private Management Group Inc560,661$17.9M0.76%
Moore Capital Management, LP525,610$16.8M0.41%
Walleye Capital LLC363,114$11.6M0.20%
Cinctive Capital Management LP305,072$9.75M0.38%
Holocene Advisors, LP129,799$4.15M0.02%
Hemington Wealth Management105,893$3.38M1.37%
Legacy Capital Wealth Partners, LLC82,461$2.63M2.19%
Weiss Multi-Strategy Advisers LLC82,355$2.63M0.06%
Alaska Permanent Fund Corp77,600$2.48M0.05%
Amica Mutual Insurance Co56,365$1.80M0.20%
Walleye Trading LLC44,091$1.41M0.07%
BFT Financial Group, LLC43,386$1.39M0.16%
Teza Capital Management LLC30,459$973.2K0.16%
Nwam LLC30,032$959.5K0.08%
Paradigm Asset Management Co LLC28,200$901.0K0.24%
EA Series Trust17,727$566.4K0.02%
Hilltop Holdings Inc.17,639$563.5K0.07%
GTS Securities LLC12,485$398.9K0.01%
Capital International Inc11,710$374.1K0.01%
New York Life Investment Management LLC10,127$323.6K0.00%
Gamco Investors, Inc. Et Al10,000$319.5K0.00%
Squarepoint Ops LLC9,890$316.0K0.00%
FFT Wealth Management LLC8,490$271.3K0.03%
Astoria Portfolio Advisors LLC.7,622$262.1K0.10%
Ancora Advisors, LLC7,500$239.6K0.01%
Amica Retiree Medical Trust7,066$226.0K0.25%
Intrepid Capital Management Inc6,268$200.3K0.14%
UniSuper Management Pty Ltd1,400$44.7K0.00%
Bartlett & Co. Wealth Management LLC1,101$35.2K0.00%
Bartlett & Co. LLC1,101$35.0K0.00%
Cornerstone Planning Group LLC520$16.6K0.01%
Optimum Investment Advisors400$12.8K0.01%
AM Squared Ltd300$9.59K0.01%
Huntington National Bank232$7.41K0.00%
Fiduciary Alliance LLC8$2560.00%
Comerica Bank405,126$00.00%
Ronald Blue Trust, Inc.7$00.00%

Sold out (66)

Institutions that held Carlyle Group Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of CG in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Samlyn Capital, LLC2,001,564$62.2M
Alyeska Investment Group, L.P.726,457$22.6M
Healthcare of Ontario Pension Plan Trust Fund561,041$17.4M
Basswood Capital Management, L.L.C.480,715$14.9M
Renaissance Technologies LLC388,800$12.1M
AustralianSuper Pty Ltd289,786$9.00M
Strategic Global Advisors, LLC206,391$6.41M
Federated Hermes, Inc.194,578$6.04M
Brookfield Asset Management Inc.164,076$5.10M
Baltimore-Washington Financial Advisors, Inc.151,832$4.72M
Hudson Bay Capital Management LP150,000$4.66M
Point72 Asset Management, L.P.145,200$4.51M
Schonfeld Strategic Advisors LLC79,189$2.46M
Prana Capital Management, LP76,012$2.36M
Guild Investment Management, Inc.46,730$1.45M
MMBG Investment Advisors Co.40,000$1.24M
Qube Research & Technologies Ltd38,713$1.20M
Capital Fund Management S.A.38,107$1.18M
Two Sigma Investments, LP33,500$1.04M
FORA Capital, LLC29,708$922.7K
1832 Asset Management L.P.27,369$850.1K
WBI Investments23,069$716.5K
Cubist Systematic Strategies, LLC22,925$712.1K
Ameritas Advisory Services, LLC22,691$684.1K
Weik Capital Management19,560$608.0K
Axq Capital, LP17,800$552.9K
Virtu Financial LLC17,264$536.0K
Virginia Retirement Systems Et Al17,181$533.6K
Toroso Investments, LLC15,970$496.0K
Wolverine Trading, LLC16,074$486.0K
Qsemble Capital Management, LP14,500$450.4K
Exos TFP Holdings LLC14,172$440.2K
World Equity Group, Inc.29,709$433.2K
Westpac Banking Corp13,824$429.4K
Oak Thistle LLC13,704$425.6K
SG Americas Securities, LLC13,617$423.0K
Donoghue Forlines LLC13,191$409.7K
Symphony Financial, Ltd. Co.13,484$407.9K
Jefferies Financial Group Inc.12,777$396.9K
Viawealth, LLC11,918$370.2K
Vident Investment Advisory, LLC10,573$328.4K
Candriam Luxembourg S.C.A.11,265$322.1K
Northeast Investment Management9,811$304.7K
Leuthold Group, LLC9,619$298.8K
Dark Forest Capital Management LP8,362$259.7K
Voloridge Investment Management, LLC8,147$253.0K
AE Wealth Management LLC7,837$243.4K
Sowell Financial Services LLC7,631$237.0K
Aspen Investment Management Inc7,515$233.0K
Mirabella Financial Services LLP7,173$222.8K
ExodusPoint Capital Management, LP6,883$214.0K
HB Wealth Management, LLC6,442$200.1K
Pittenger & Anderson Inc5,000$155.3K
Machina Capital S.A.S.4,508$140.0K
Altshuler Shaham Ltd3,972$123.4K
Arlington Partners LLC2,852$88.6K
TCI Wealth Advisors, Inc.2,799$86.9K
Belpointe Asset Management LLC2,514$78.1K
Advisory Services Network, LLC1,373$42.6K
Plante Moran Financial Advisors, LLC300$9.32K
Ellevest, Inc.206$6.40K
Schubert & Co34$1.06K
Steward Financial Group LLC49$1.00K
Harbour Investments, Inc.24$745
25 LLC17$445
Wolff Wiese Magana LLC5$156

Not filed for Q2 2023 yet (3)

Institutions that held Carlyle Group Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Stonnington Group, LLC10,000$307.2K
Harvest Group Wealth Management, LLC300$9.32K
Baldrige Asset Management LLC7$0