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 |
|---|---|---|---|---|---|
| Comerica Bank | 405,126 | $0 | 0.00% | +405,126 | New |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| Fiduciary Alliance LLC | 8 | $256 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 17 | $543 | 0.00% | +2+13.3% | Added |
| SJS Investment Consulting Inc. | 21 | $671 | 0.00% | −398−95.0% | Reduced |
| Insight Financial Services | 21 | $697 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $927 | 0.00% | −37−56.1% | Reduced |
| Lazard Asset Management LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $1.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $1.50K | 0.00% | +6+14.6% | Added |
| Quadrant Capital Group LLC | 50 | $1.60K | 0.00% | −52−51.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 62 | $1.97K | 0.00% | +36+138.5% | Added |
| Capital Advisors, Ltd. LLC | 66 | $2.00K | 0.00% | −126−65.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 97 | $3.10K | 0.00% | −620−86.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $4.03K | 0.00% | −193−60.5% | Reduced |
| Salem Investment Counselors Inc | 141 | $4.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 156 | $4.98K | 0.00% | +49+45.8% | Added |
| Glassman Wealth Services | 186 | $5.94K | 0.00% | +19+11.4% | Added |
| Glen Eagle Advisors, LLC | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 232 | $7.41K | 0.00% | +232 | New |
| Atticus Wealth Management, LLC | 250 | $7.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $8.05K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $8.15K | 0.00% | −2−0.8% | Reduced |
| Benjamin Edwards Inc | 286 | $9.00K | 0.00% | +101+54.6% | Added |
| GHP Investment Advisors, Inc. | 295 | $9.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $9.59K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 300 | $9.59K | 0.01% | +300 | New |
| Evermay Wealth Management LLC | 308 | $9.84K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 333 | $10.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 361 | $11.5K | 0.00% | −21−5.5% | Reduced |
| Optimum Investment Advisors | 400 | $12.8K | 0.01% | +400 | New |
| Castleview Partners, LLC | 432 | $13.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 475 | $15.0K | 0.00% | +282+146.1% | Added |
| Global Retirement Partners, LLC | 470 | $15.0K | 0.00% | −23−4.7% | Reduced |
| Johnson Financial Group, Inc. | 509 | $16.3K | 0.00% | +261+105.2% | Added |
| Cornerstone Planning Group LLC | 520 | $16.6K | 0.01% | +520 | New |
| Newbridge Financial Services Group, Inc. | 600 | $19.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 678 | $21.7K | 0.00% | −1,223−64.3% | Reduced |
| Denali Advisors LLC | 839 | $26.8K | 0.01% | +39+4.9% | Added |
| CVA Family Office, LLC | 865 | $27.6K | 0.01% | −55−6.0% | Reduced |
| Proequities, Inc. | 900 | $28.8K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 959 | $30.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,010 | $32.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,101 | $35.0K | 0.00% | +1,101 | New |
| Bartlett & Co. Wealth Management LLC | 1,101 | $35.2K | 0.00% | +1,101 | New |
| Gould Capital, LLC | 1,102 | $35.2K | 0.03% | +101+10.1% | Added |
| Column Capital Advisors, LLC | 1,154 | $36.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,187 | $38.0K | 0.03% | −1,140−49.0% | Reduced |
| Hexagon Capital Partners LLC | 1,191 | $38.1K | 0.01% | −312−20.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,295 | $41.4K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $41.5K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $44.7K | 0.00% | +1,400 | New |
| Group One Trading, L.P. | 1,404 | $44.9K | 0.00% | −102,333−98.6% | Reduced |
| Bogart Wealth, LLC | 1,525 | $48.7K | 0.00% | −74−4.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,608 | $51.4K | 0.04% | +488+43.6% | Added |
| Ostrum Asset Management | 1,677 | $53.6K | 0.00% | +2+0.1% | Added |
| American International Group, Inc. | 1,880 | $60.1K | 0.00% | −203−9.7% | Reduced |
| Brown Shipley& Co Ltd | 1,885 | $60.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $63.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,078 | $66.4K | 0.01% | +8+0.4% | Added |
| Tower View Investment Management & Research LLC | 2,087 | $67.0K | 0.05% | +27+1.3% | Added |
| Fifth Third Bancorp | 2,204 | $70.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,271 | $73.0K | 0.00% | −437−16.1% | Reduced |
| Banque Cantonale Vaudoise | 2,300 | $73.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,455 | $78.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,494 | $79.7K | 0.07% | −25−1.0% | Reduced |
| Wellington Shields & Co., LLC | 2,528 | $80.8K | 0.02% | −860−25.4% | Reduced |
| Cutler Group LP | 2,597 | $82.0K | 0.02% | +1,712+193.4% | Added |
| Sandy Spring Bank | 2,648 | $84.6K | 0.00% | −718−21.3% | Reduced |
| IFP Advisors, Inc | 2,744 | $87.9K | 0.00% | +1,411+105.9% | Added |
| Carmel Capital Partners, LLC | 2,847 | $91.0K | 0.05% | −71−2.4% | Reduced |
| GWM Advisors LLC | 3,123 | $99.8K | 0.00% | +2,491+394.1% | Added |
| Ci Investments Inc. | 4,155 | $133.0K | 0.00% | +63+1.5% | Added |
| MetLife Investment Management | 4,178 | $133.5K | 0.00% | −110−2.6% | Reduced |
| Storebrand Asset Management AS | 4,337 | $138.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,143 | $164.3K | 0.01% | +2,143+71.4% | Added |
| Acadian Asset Management LLC | 5,760 | $184.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,925 | $189.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,000 | $191.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 6,049 | $193.3K | 0.00% | −580−8.7% | Reduced |
| Spirit of America Management Corp | 6,050 | $193.3K | 0.04% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 6,268 | $200.3K | 0.14% | +6,268 | New |
| Verition Fund Management LLC | 6,439 | $205.7K | 0.00% | −24,706−79.3% | Reduced |
| CIBC Asset Management Inc | 6,509 | $208.0K | 0.00% | +30.0% | Added |
| Cresset Asset Management, LLC | 6,866 | $219.4K | 0.00% | −6,966−50.4% | Reduced |
| Lincoln National Corp | 6,905 | $220.6K | 0.00% | +184+2.7% | Added |
| Leonteq Securities AG | 6,910 | $220.8K | 0.02% | −1,222−15.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,987 | $223.2K | 0.00% | +1,000+16.7% | Added |
| Keebeck Wealth Management, LLC | 7,057 | $225.5K | 0.03% | −8−0.1% | Reduced |
| Amica Retiree Medical Trust | 7,066 | $226.0K | 0.25% | +7,066 | New |
| Parallax Volatility Advisers, L.P. | 7,277 | $232.5K | 0.01% | −3,929−35.1% | Reduced |
| Enterprise Financial Services Corp | 7,332 | $234.3K | 0.15% | −1,346−15.5% | Reduced |
| Xponance, Inc. | 7,344 | $234.6K | 0.00% | −16−0.2% | Reduced |
| EdgeRock Capital LLC | 7,491 | $239.3K | 0.12% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,500 | $239.6K | 0.01% | +7,500 | New |