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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 23,229 | $742.2K | 0.01% | +1,371+6.3% | Added |
| DekaBank Deutsche Girozentrale | 22,955 | $721.0K | 0.00% | +4,829+26.6% | Added |
| Gulf International Bank (UK) Ltd | 21,054 | $672.0K | 0.02% | −2,644−11.2% | Reduced |
| Ethic Inc. | 20,531 | $653.7K | 0.02% | −7,382−26.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $642.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 19,975 | $638.2K | 0.58% | −5,000−20.0% | Reduced |
| Susquehanna International Group, LLP | 19,729 | $630.3K | 0.00% | −242,684−92.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $627.2K | 0.02% | −230−1.2% | Reduced |
| British Columbia Investment Management Corp | 19,589 | $625.9K | 0.01% | +2,046+11.7% | Added |
| Integrated Wealth Concepts LLC | 19,245 | $614.9K | 0.01% | +10,793+127.7% | Added |
| Capital Management Associates | 19,236 | $614.6K | 0.90% | 00.0% | Unchanged |
| Blair William & Co | 19,094 | $610.1K | 0.00% | +4,433+30.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18,564 | $593.0K | 0.01% | +885+5.0% | Added |
| TD Waterhouse Canada Inc. | 17,209 | $588.4K | 0.01% | +1,113+6.9% | Added |
| Dividend Assets Capital, LLC | 18,200 | $581.0K | 0.12% | 00.0% | Unchanged |
| Carson Advisory Inc. | 18,004 | $575.2K | 0.49% | +2,669+17.4% | Added |
| Elo Mutual Pension Insurance Co | 17,935 | $573.0K | 0.02% | +1,893+11.8% | Added |
| 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 |
| Hilltop Holdings Inc. | 17,639 | $563.5K | 0.07% | +17,639 | New |
| Captrust Financial Advisors | 17,373 | $555.1K | 0.00% | +6,253+56.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,313 | $553.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,041 | $544.0K | 0.00% | +1,400+9.0% | Added |
| Garrison Bradford & Associates Inc | 16,874 | $539.0K | 0.65% | +22+0.1% | Added |
| Teacher Retirement System of Texas | 16,425 | $525.0K | 0.00% | −5,818−26.2% | Reduced |
| Snowden Capital Advisors LLC | 16,285 | $520.3K | 0.02% | +500+3.2% | Added |
| Sterneck Capital Management, LLC | 16,220 | $518.2K | 0.32% | +700+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 16,107 | $514.6K | 0.00% | +7,714+91.9% | Added |
| Zhang Financial LLC | 15,999 | $511.2K | 0.05% | +67+0.4% | Added |
| Maryland State Retirement & Pension System | 15,934 | $509.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15,720 | $502.3K | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 15,713 | $502.0K | 0.00% | −6,967−30.7% | Reduced |
| Atria Wealth Solutions, Inc. | 15,701 | $501.6K | 0.01% | +970+6.6% | Added |
| TBH Global Asset Management, LLC | 15,606 | $498.6K | 0.10% | +141+0.9% | Added |
| Capula Management Ltd | 15,220 | $486.3K | 0.06% | +260+1.7% | Added |
| Prudential PLC | 14,920 | $476.7K | 0.01% | +4,914+49.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 14,724 | $470.0K | 0.00% | +7,224+96.3% | Added |
| O'Rourke & Company, Inc | 14,510 | $464.0K | 0.33% | +433+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 14,445 | $461.5K | 0.00% | −1,381−8.7% | Reduced |
| Thoroughbred Financial Services, LLC | 13,823 | $441.0K | 0.06% | −638−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 13,478 | $431.0K | 0.04% | +340+2.6% | Added |
| First Manhattan Co | 13,225 | $422.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,996 | $415.3K | 0.00% | −545−4.0% | Reduced |
| Daiwa Securities Group Inc. | 12,973 | $414.0K | 0.00% | +1,100+9.3% | Added |
| McGowan Group Asset Management, Inc. | 12,804 | $409.1K | 0.06% | +33+0.3% | Added |
| GTS Securities LLC | 12,485 | $398.9K | 0.01% | +12,485 | New |
| Intech Investment Management LLC | 12,461 | $398.1K | 0.00% | −16,102−56.4% | Reduced |
| MML Investors Services, LLC | 12,152 | $388.0K | 0.00% | +3,200+35.7% | Added |
| PFG Investments, LLC | 12,136 | $387.7K | 0.07% | +3,186+35.6% | Added |
| Nordea Investment Management AB | 11,815 | $378.1K | 0.00% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 11,796 | $376.9K | 0.19% | +623+5.6% | Added |
| Capital International Inc | 11,710 | $374.1K | 0.01% | +11,710 | New |
| Panagora Asset Management Inc | 11,482 | $366.9K | 0.00% | −209−1.8% | Reduced |
| Apollon Wealth Management, LLC | 11,443 | $365.6K | 0.02% | −698−5.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,412 | $364.6K | 0.00% | +103+0.9% | Added |
| Fort Point Capital Partners LLC | 11,360 | $363.0K | 0.05% | −3,050−21.2% | Reduced |
| Cetera Investment Advisers | 11,274 | $360.2K | 0.00% | +874+8.4% | Added |
| Guinness Asset Management LTD | 11,202 | $357.9K | 0.01% | −1,991−15.1% | Reduced |
| Kovack Advisors, Inc. | 10,904 | $348.4K | 0.04% | +1,363+14.3% | Added |
| Yorktown Management & Research Co Inc | 10,600 | $338.7K | 0.36% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,475 | $335.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 10,450 | $333.9K | 0.00% | −3,642−25.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,158 | $324.6K | 0.19% | +370+3.8% | Added |
| New York Life Investment Management LLC | 10,127 | $323.6K | 0.00% | +10,127 | New |
| Fort Sheridan Advisors LLC | 10,100 | $322.7K | 0.07% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,046 | $321.0K | 0.06% | +82+0.8% | Added |
| North Star Investment Management Corp. | 10,021 | $320.2K | 0.03% | −2,753−21.6% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $319.5K | 0.00% | +10,000 | New |
| Squarepoint Ops LLC | 9,890 | $316.0K | 0.00% | +9,890 | New |
| Glenview Trust Co | 9,414 | $300.8K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,291 | $296.8K | 0.01% | +518+5.9% | Added |
| Creative Planning | 9,166 | $292.9K | 0.00% | +73+0.8% | Added |
| Collective Family Office LLC | 9,150 | $292.3K | 0.11% | −3,100−25.3% | Reduced |
| Mirador Capital Partners LP | 9,084 | $290.2K | 0.07% | −286−3.1% | Reduced |
| Moors & Cabot, Inc. | 8,753 | $279.7K | 0.02% | +625+7.7% | Added |
| E&G Advisors, LP | 8,700 | $278.0K | 0.10% | −200−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,600 | $274.8K | 0.01% | +7,864+1,068.5% | Added |
| Franklin Resources Inc | 8,507 | $271.8K | 0.00% | −2,314−21.4% | Reduced |
| FFT Wealth Management LLC | 8,490 | $271.3K | 0.03% | +8,490 | New |
| Carret Asset Management, LLC | 8,350 | $266.8K | 0.04% | +550+7.1% | Added |
| Cetera Advisor Networks LLC | 8,343 | $266.6K | 0.00% | +214+2.6% | Added |
| 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 |
| Astoria Portfolio Advisors LLC. | 7,622 | $262.1K | 0.10% | +7,622 | New |
| Colony Group LLC | 8,187 | $262.0K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,200 | $262.0K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,190 | $261.7K | 0.02% | −700−7.9% | Reduced |
| Triangle Securities Wealth Management | 8,070 | $257.8K | 0.09% | −125−1.5% | Reduced |
| Aviva PLC | 8,051 | $257.2K | 0.00% | −492,928−98.4% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $256.6K | 0.03% | +700+9.5% | Added |
| Tokio Marine Asset Management Co Ltd | 7,987 | $255.2K | 0.02% | +676+9.2% | Added |
| JustInvest LLC | 7,814 | $249.6K | 0.01% | −5,783−42.5% | Reduced |
| Citadel Advisors LLC | 7,674 | $245.2K | 0.00% | −97,481−92.7% | Reduced |
| NewEdge Wealth, LLC | 7,639 | $244.1K | 0.01% | +97+1.3% | Added |
| Putnam Investments LLC | 7,570 | $241.9K | 0.00% | −472,243−98.4% | Reduced |
| Raymond James Trust N.A. | 7,502 | $240.0K | 0.01% | +88+1.2% | Added |
| Ancora Advisors, LLC | 7,500 | $239.6K | 0.01% | +7,500 | New |
| EdgeRock Capital LLC | 7,491 | $239.3K | 0.12% | 00.0% | Unchanged |
| Xponance, Inc. | 7,344 | $234.6K | 0.00% | −16−0.2% | Reduced |
| Enterprise Financial Services Corp | 7,332 | $234.3K | 0.15% | −1,346−15.5% | Reduced |