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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −388,800−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −289,786−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −206,391−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −194,578−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −164,076−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −151,832−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,200−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −79,189−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −76,012−100.0% | Sold out |
| Guild Investment Management, Inc. | 0 | $0 | 0.00% | −46,730−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,713−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −38,107−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −29,708−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −27,369−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −23,069−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −22,925−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −22,691−100.0% | Sold out |
| Weik Capital Management | 0 | $0 | 0.00% | −19,560−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,264−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −17,181−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −15,970−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,074−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −14,172−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −29,709−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −13,824−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,704−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,617−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −13,191−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −13,484−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,777−100.0% | Sold out |
| Viawealth, LLC | 0 | $0 | 0.00% | −11,918−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,573−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −11,265−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −9,811−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −9,619−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,362−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,147−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,837−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,173−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,883−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,852−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Stonnington Group, LLC | – | – | – | – | Not filed |
| Harvest Group Wealth Management, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |