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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 108,097 | $3.45M | 0.57% | +262+0.2% | Added |
| Compagnie Lombard Odier SCmA | 107,005 | $3.42M | 0.10% | 00.0% | Unchanged |
| Hemington Wealth Management | 105,893 | $3.38M | 1.37% | +105,893 | New |
| Stifel Financial Corp | 104,986 | $3.35M | 0.00% | +10,201+10.8% | Added |
| Equitable Trust Co | 104,563 | $3.34M | 0.26% | −23,333−18.2% | Reduced |
| Public Employees Retirement System of Ohio | 99,420 | $3.18M | 0.01% | −3,513−3.4% | Reduced |
| Janney Montgomery Scott LLC | 97,868 | $3.13M | 0.01% | −10,702−9.9% | Reduced |
| Royce & Associates LP | 97,280 | $3.11M | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 92,184 | $2.94M | 0.02% | +1,670+1.8% | Added |
| LPL Financial LLC | 88,459 | $2.83M | 0.00% | −6,067−6.4% | Reduced |
| Assetmark, Inc | 87,647 | $2.80M | 0.01% | +29,485+50.7% | Added |
| Mesirow Institutional Investment Management, Inc. | 86,260 | $2.76M | 0.28% | +8,785+11.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,887 | $2.71M | 0.01% | +46,701+122.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84,467 | $2.70M | 0.01% | +18,874+28.8% | Added |
| Legacy Capital Wealth Partners, LLC | 82,461 | $2.63M | 2.19% | +82,461 | New |
| Weiss Multi-Strategy Advisers LLC | 82,355 | $2.63M | 0.06% | +82,355 | New |
| Texas Yale Capital Corp. | 81,142 | $2.59M | 0.12% | +165+0.2% | Added |
| Swiss Life Asset Management Ltd | 80,687 | $2.58M | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 80,651 | $2.58M | 0.00% | −1,978−2.4% | Reduced |
| Alaska Permanent Fund Corp | 77,600 | $2.48M | 0.05% | +77,600 | New |
| STRS Ohio | 77,000 | $2.46M | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 76,870 | $2.46M | 0.00% | −3,032−3.8% | Reduced |
| Prospera Financial Services Inc | 75,874 | $2.42M | 0.09% | −1,233−1.6% | Reduced |
| US Bancorp | 75,484 | $2.41M | 0.00% | −309−0.4% | Reduced |
| GFG Capital, LLC | 38,462 | $2.41M | 0.45% | −2,722−6.6% | Reduced |
| Asset Management One Co.,Ltd. | 74,032 | $2.37M | 0.01% | −6,352−7.9% | Reduced |
| Stephens Inc | 73,583 | $2.35M | 0.04% | +2,130+3.0% | Added |
| Kames Capital plc | 73,547 | $2.35M | 0.04% | +13,377+22.2% | Added |
| Sierra Capital LLC | 72,753 | $2.32M | 0.37% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 70,402 | $2.25M | 0.55% | −4,221−5.7% | Reduced |
| Twin Tree Management, LP | 69,281 | $2.21M | 0.05% | +68,635+10,624.6% | Added |
| Wellington Shields Capital Management, LLC | 68,929 | $2.20M | 0.27% | +732+1.1% | Added |
| Gillson Capital LP | 67,149 | $2.15M | 0.19% | +268+0.4% | Added |
| Cerity Partners LLC | 66,514 | $2.13M | 0.01% | +262+0.4% | Added |
| Pictet Asset Management SA | 64,572 | $2.06M | 0.00% | −40,895−38.8% | Reduced |
| Advisor Group Holdings, Inc. | 62,413 | $1.99M | 0.00% | +6,261+11.2% | Added |
| Royal London Asset Management Ltd | 61,451 | $1.96M | 0.01% | −7,045−10.3% | Reduced |
| Ensign Peak Advisors, Inc | 60,750 | $1.94M | 0.00% | −34,820−36.4% | Reduced |
| Augustine Asset Management Inc | 60,332 | $1.93M | 0.89% | −257−0.4% | Reduced |
| Arizona State Retirement System | 59,285 | $1.89M | 0.02% | +1,144+2.0% | Added |
| Amica Mutual Insurance Co | 56,365 | $1.80M | 0.20% | +56,365 | New |
| Nomura Asset Management Co Ltd | 52,756 | $1.69M | 0.01% | −6,301−10.7% | Reduced |
| Gotham Asset Management, LLC | 52,196 | $1.67M | 0.04% | −36,290−41.0% | Reduced |
| Neuberger Berman Group LLC | 51,457 | $1.64M | 0.00% | −422,206−89.1% | Reduced |
| Bleakley Financial Group, LLC | 51,343 | $1.64M | 0.05% | +2,238+4.6% | Added |
| Sawtooth Solutions, LLC | 51,335 | $1.64M | 0.04% | +1,650+3.3% | Added |
| Mercer Global Advisors Inc | 49,996 | $1.60M | 0.01% | +2,539+5.4% | Added |
| IFM Investors Pty Ltd | 49,531 | $1.58M | 0.02% | +3,509+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 47,898 | $1.53M | 0.02% | +1,076+2.3% | Added |
| Sigma Planning Corp | 47,889 | $1.53M | 0.05% | −2,176−4.3% | Reduced |
| Jane Street Group, LLC | 46,012 | $1.47M | 0.00% | −5,862−11.3% | Reduced |
| Alps Advisors Inc | 45,300 | $1.45M | 0.01% | −700−1.5% | Reduced |
| Wolf Group Capital Advisors | 51,270 | $1.44M | 0.72% | −2,180−4.1% | Reduced |
| Bokf, NA | 44,974 | $1.44M | 0.03% | −414−0.9% | Reduced |
| Swedbank AB | 44,214 | $1.41M | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 44,091 | $1.41M | 0.07% | +44,091 | New |
| BFT Financial Group, LLC | 43,386 | $1.39M | 0.16% | +43,386 | New |
| SEI Investments Co | 42,695 | $1.36M | 0.00% | +1,989+4.9% | Added |
| Mariner, LLC | 42,572 | $1.36M | 0.00% | +5,350+14.4% | Added |
| First Republic Investment Management, Inc. | 42,259 | $1.35M | 0.01% | −6,389−13.1% | Reduced |
| CI Private Wealth, LLC | 42,137 | $1.35M | 0.00% | −2,641−5.9% | Reduced |
| Tredje AP-fonden | 39,736 | $1.27M | 0.02% | −2,670−6.3% | Reduced |
| United Capital Financial Advisers, LLC | 39,225 | $1.25M | 0.01% | −90−0.2% | Reduced |
| Korea Investment CORP | 38,149 | $1.22M | 0.00% | +15,253+66.6% | Added |
| Alberta Investment Management Corp | 37,800 | $1.21M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 37,063 | $1.18M | 0.02% | +5,845+18.7% | Added |
| HRT Financial LP | 36,735 | $1.17M | 0.01% | +42+0.1% | Added |
| Fred Alger Management, LLC | 36,696 | $1.17M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 36,551 | $1.17M | 0.00% | −4,751−11.5% | Reduced |
| Utah Retirement Systems | 36,000 | $1.15M | 0.02% | −1,300−3.5% | Reduced |
| Illinois Municipal Retirement Fund | 35,688 | $1.14M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 34,916 | $1.12M | 0.00% | −14,822−29.8% | Reduced |
| Park Circle Co | 34,765 | $1.11M | 1.05% | 00.0% | Unchanged |
| Ossiam | 34,752 | $1.11M | 0.02% | −9,157−20.9% | Reduced |
| Herbst Group, LLC | 34,300 | $1.10M | 0.76% | −251−0.7% | Reduced |
| Vestcor Inc | 33,584 | $1.07M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 33,403 | $1.07M | 0.00% | −414,186−92.5% | Reduced |
| HighTower Advisors, LLC | 32,843 | $1.04M | 0.00% | +2,769+9.2% | Added |
| Amalgamated Bank | 31,574 | $1.01M | 0.01% | −1,604−4.8% | Reduced |
| D.A. Davidson & Co. | 31,222 | $997.5K | 0.01% | −500−1.6% | Reduced |
| AXA S.A. | 30,954 | $989.0K | 0.00% | −51,343−62.4% | Reduced |
| Handelsbanken Fonder AB | 30,700 | $981.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 30,459 | $973.2K | 0.16% | +30,459 | New |
| Waterfront Wealth Inc. | 27,840 | $971.8K | 0.29% | 00.0% | Unchanged |
| Nwam LLC | 30,032 | $959.5K | 0.08% | +30,032 | New |
| Van Eck Associates Corp | 29,598 | $946.0K | 0.00% | +8,734+41.9% | Added |
| Kestra Private Wealth Services, LLC | 29,128 | $930.6K | 0.03% | +658+2.3% | Added |
| Jeppson Wealth Management, LLC | 28,894 | $923.2K | 0.40% | +713+2.5% | Added |
| Paradigm Asset Management Co LLC | 28,200 | $901.0K | 0.24% | +28,200 | New |
| Banque Pictet & Cie SA | 28,000 | $894.6K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,480 | $878.0K | 0.00% | +201+0.7% | Added |
| Moody National Bank Trust Division | 27,147 | $867.3K | 0.06% | +2,598+10.6% | Added |
| Kendall Capital Management | 27,107 | $866.0K | 0.38% | −4,325−13.8% | Reduced |
| Public Sector Pension Investment Board | 26,945 | $860.9K | 0.01% | +2,400+9.8% | Added |
| The PNC Financial Services Group, Inc. | 25,895 | $827.3K | 0.00% | −797−3.0% | Reduced |
| Hoertkorn Richard Charles | 25,100 | $801.9K | 0.39% | −200−0.8% | Reduced |
| Epoch Investment Partners, Inc. | 24,353 | $778.1K | 0.00% | +5,974+32.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,551 | $752.0K | 0.00% | +4,715+25.0% | Added |
| National Asset Management, Inc. | 23,510 | $751.2K | 0.02% | +453+2.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,331 | $747.6K | 0.01% | +10,400+80.4% | Added |