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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 7,502 | $240.0K | 0.01% | +88+1.2% | Added |
| Putnam Investments LLC | 7,570 | $241.9K | 0.00% | −472,243−98.4% | Reduced |
| NewEdge Wealth, LLC | 7,639 | $244.1K | 0.01% | +97+1.3% | Added |
| Citadel Advisors LLC | 7,674 | $245.2K | 0.00% | −97,481−92.7% | Reduced |
| JustInvest LLC | 7,814 | $249.6K | 0.01% | −5,783−42.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,987 | $255.2K | 0.02% | +676+9.2% | Added |
| Principle Wealth Partners LLC | 8,031 | $256.6K | 0.03% | +700+9.5% | Added |
| Aviva PLC | 8,051 | $257.2K | 0.00% | −492,928−98.4% | Reduced |
| Triangle Securities Wealth Management | 8,070 | $257.8K | 0.09% | −125−1.5% | Reduced |
| Visionary Wealth Advisors | 8,190 | $261.7K | 0.02% | −700−7.9% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $262.0K | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 8,187 | $262.0K | 0.00% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 7,622 | $262.1K | 0.10% | +7,622 | New |
| Sherbrooke Park Advisers LLC | 8,300 | $265.2K | 0.14% | −200−2.4% | Reduced |
| Fiduciary Group LLC | 8,300 | $265.2K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 8,343 | $266.6K | 0.00% | +214+2.6% | Added |
| Carret Asset Management, LLC | 8,350 | $266.8K | 0.04% | +550+7.1% | Added |
| FFT Wealth Management LLC | 8,490 | $271.3K | 0.03% | +8,490 | New |
| Franklin Resources Inc | 8,507 | $271.8K | 0.00% | −2,314−21.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,600 | $274.8K | 0.01% | +7,864+1,068.5% | Added |
| E&G Advisors, LP | 8,700 | $278.0K | 0.10% | −200−2.2% | Reduced |
| Moors & Cabot, Inc. | 8,753 | $279.7K | 0.02% | +625+7.7% | Added |
| Mirador Capital Partners LP | 9,084 | $290.2K | 0.07% | −286−3.1% | Reduced |
| Collective Family Office LLC | 9,150 | $292.3K | 0.11% | −3,100−25.3% | Reduced |
| Creative Planning | 9,166 | $292.9K | 0.00% | +73+0.8% | Added |
| Moneta Group Investment Advisors LLC | 9,291 | $296.8K | 0.01% | +518+5.9% | Added |
| Glenview Trust Co | 9,414 | $300.8K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,890 | $316.0K | 0.00% | +9,890 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $319.5K | 0.00% | +10,000 | New |
| North Star Investment Management Corp. | 10,021 | $320.2K | 0.03% | −2,753−21.6% | Reduced |
| Slow Capital, Inc. | 10,046 | $321.0K | 0.06% | +82+0.8% | Added |
| Fort Sheridan Advisors LLC | 10,100 | $322.7K | 0.07% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,127 | $323.6K | 0.00% | +10,127 | New |
| Retirement Planning Co of New England, Inc. | 10,158 | $324.6K | 0.19% | +370+3.8% | Added |
| M&T Bank Corp | 10,450 | $333.9K | 0.00% | −3,642−25.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $335.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 10,600 | $338.7K | 0.36% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,904 | $348.4K | 0.04% | +1,363+14.3% | Added |
| Guinness Asset Management LTD | 11,202 | $357.9K | 0.01% | −1,991−15.1% | Reduced |
| Cetera Investment Advisers | 11,274 | $360.2K | 0.00% | +874+8.4% | Added |
| Fort Point Capital Partners LLC | 11,360 | $363.0K | 0.05% | −3,050−21.2% | Reduced |
| Manufacturers Life Insurance Company, The | 11,412 | $364.6K | 0.00% | +103+0.9% | Added |
| Apollon Wealth Management, LLC | 11,443 | $365.6K | 0.02% | −698−5.7% | Reduced |
| Panagora Asset Management Inc | 11,482 | $366.9K | 0.00% | −209−1.8% | Reduced |
| Capital International Inc | 11,710 | $374.1K | 0.01% | +11,710 | New |
| Stiles Financial Services Inc | 11,796 | $376.9K | 0.19% | +623+5.6% | Added |
| Nordea Investment Management AB | 11,815 | $378.1K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,136 | $387.7K | 0.07% | +3,186+35.6% | Added |
| MML Investors Services, LLC | 12,152 | $388.0K | 0.00% | +3,200+35.7% | Added |
| Intech Investment Management LLC | 12,461 | $398.1K | 0.00% | −16,102−56.4% | Reduced |
| GTS Securities LLC | 12,485 | $398.9K | 0.01% | +12,485 | New |
| McGowan Group Asset Management, Inc. | 12,804 | $409.1K | 0.06% | +33+0.3% | Added |
| Daiwa Securities Group Inc. | 12,973 | $414.0K | 0.00% | +1,100+9.3% | Added |
| Janus Henderson Group PLC | 12,996 | $415.3K | 0.00% | −545−4.0% | Reduced |
| First Manhattan Co | 13,225 | $422.5K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 13,478 | $431.0K | 0.04% | +340+2.6% | Added |
| Thoroughbred Financial Services, LLC | 13,823 | $441.0K | 0.06% | −638−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,445 | $461.5K | 0.00% | −1,381−8.7% | Reduced |
| O'Rourke & Company, Inc | 14,510 | $464.0K | 0.33% | +433+3.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 14,724 | $470.0K | 0.00% | +7,224+96.3% | Added |
| Prudential PLC | 14,920 | $476.7K | 0.01% | +4,914+49.1% | Added |
| Capula Management Ltd | 15,220 | $486.3K | 0.06% | +260+1.7% | Added |
| TBH Global Asset Management, LLC | 15,606 | $498.6K | 0.10% | +141+0.9% | Added |
| Atria Wealth Solutions, Inc. | 15,701 | $501.6K | 0.01% | +970+6.6% | Added |
| Principal Financial Group Inc | 15,713 | $502.0K | 0.00% | −6,967−30.7% | Reduced |
| Baldwin Brothers Inc | 15,720 | $502.3K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,934 | $509.1K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 15,999 | $511.2K | 0.05% | +67+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 16,107 | $514.6K | 0.00% | +7,714+91.9% | Added |
| Sterneck Capital Management, LLC | 16,220 | $518.2K | 0.32% | +700+4.5% | Added |
| Snowden Capital Advisors LLC | 16,285 | $520.3K | 0.02% | +500+3.2% | Added |
| Teacher Retirement System of Texas | 16,425 | $525.0K | 0.00% | −5,818−26.2% | Reduced |
| Garrison Bradford & Associates Inc | 16,874 | $539.0K | 0.65% | +22+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,041 | $544.0K | 0.00% | +1,400+9.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,313 | $553.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,373 | $555.1K | 0.00% | +6,253+56.2% | Added |
| Hilltop Holdings Inc. | 17,639 | $563.5K | 0.07% | +17,639 | New |
| Empowered Funds, LLC | 17,727 | $566.4K | 0.02% | +585+3.4% | Added |
| EA Series Trust | 17,727 | $566.4K | 0.02% | +17,727 | New |
| Elo Mutual Pension Insurance Co | 17,935 | $573.0K | 0.02% | +1,893+11.8% | Added |
| Carson Advisory Inc. | 18,004 | $575.2K | 0.49% | +2,669+17.4% | Added |
| Dividend Assets Capital, LLC | 18,200 | $581.0K | 0.12% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 17,209 | $588.4K | 0.01% | +1,113+6.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18,564 | $593.0K | 0.01% | +885+5.0% | Added |
| Blair William & Co | 19,094 | $610.1K | 0.00% | +4,433+30.2% | Added |
| Capital Management Associates | 19,236 | $614.6K | 0.90% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,245 | $614.9K | 0.01% | +10,793+127.7% | Added |
| British Columbia Investment Management Corp | 19,589 | $625.9K | 0.01% | +2,046+11.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $627.2K | 0.02% | −230−1.2% | Reduced |
| Susquehanna International Group, LLP | 19,729 | $630.3K | 0.00% | −242,684−92.5% | Reduced |
| Emfo, LLC | 19,975 | $638.2K | 0.58% | −5,000−20.0% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $642.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 20,531 | $653.7K | 0.02% | −7,382−26.4% | Reduced |
| Gulf International Bank (UK) Ltd | 21,054 | $672.0K | 0.02% | −2,644−11.2% | Reduced |
| DekaBank Deutsche Girozentrale | 22,955 | $721.0K | 0.00% | +4,829+26.6% | Added |
| Nissay Asset Management Corp | 23,229 | $742.2K | 0.01% | +1,371+6.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,331 | $747.6K | 0.01% | +10,400+80.4% | Added |
| National Asset Management, Inc. | 23,510 | $751.2K | 0.02% | +453+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,551 | $752.0K | 0.00% | +4,715+25.0% | Added |
| Epoch Investment Partners, Inc. | 24,353 | $778.1K | 0.00% | +5,974+32.5% | Added |