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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 7,277 | $232.5K | 0.01% | −3,929−35.1% | Reduced |
| Amica Retiree Medical Trust | 7,066 | $226.0K | 0.25% | +7,066 | New |
| Keebeck Wealth Management, LLC | 7,057 | $225.5K | 0.03% | −8−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,987 | $223.2K | 0.00% | +1,000+16.7% | Added |
| Leonteq Securities AG | 6,910 | $220.8K | 0.02% | −1,222−15.0% | Reduced |
| Lincoln National Corp | 6,905 | $220.6K | 0.00% | +184+2.7% | Added |
| Cresset Asset Management, LLC | 6,866 | $219.4K | 0.00% | −6,966−50.4% | Reduced |
| CIBC Asset Management Inc | 6,509 | $208.0K | 0.00% | +30.0% | Added |
| Verition Fund Management LLC | 6,439 | $205.7K | 0.00% | −24,706−79.3% | Reduced |
| Intrepid Capital Management Inc | 6,268 | $200.3K | 0.14% | +6,268 | New |
| Spirit of America Management Corp | 6,050 | $193.3K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 6,049 | $193.3K | 0.00% | −580−8.7% | Reduced |
| Harbor Investment Advisory, LLC | 6,000 | $191.7K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,925 | $189.0K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,760 | $184.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,143 | $164.3K | 0.01% | +2,143+71.4% | Added |
| Storebrand Asset Management AS | 4,337 | $138.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,178 | $133.5K | 0.00% | −110−2.6% | Reduced |
| Ci Investments Inc. | 4,155 | $133.0K | 0.00% | +63+1.5% | Added |
| GWM Advisors LLC | 3,123 | $99.8K | 0.00% | +2,491+394.1% | Added |
| Carmel Capital Partners, LLC | 2,847 | $91.0K | 0.05% | −71−2.4% | Reduced |
| IFP Advisors, Inc | 2,744 | $87.9K | 0.00% | +1,411+105.9% | Added |
| Sandy Spring Bank | 2,648 | $84.6K | 0.00% | −718−21.3% | Reduced |
| Cutler Group LP | 2,597 | $82.0K | 0.02% | +1,712+193.4% | Added |
| Wellington Shields & Co., LLC | 2,528 | $80.8K | 0.02% | −860−25.4% | Reduced |
| Johnson Midwest Financial, LLC | 2,494 | $79.7K | 0.07% | −25−1.0% | Reduced |
| Larson Financial Group LLC | 2,455 | $78.4K | 0.01% | 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 |
| Fifth Third Bancorp | 2,204 | $70.4K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,087 | $67.0K | 0.05% | +27+1.3% | Added |
| Focused Wealth Management, Inc | 2,078 | $66.4K | 0.01% | +8+0.4% | Added |
| Concord Wealth Partners | 2,000 | $63.9K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,885 | $60.2K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 1,880 | $60.1K | 0.00% | −203−9.7% | Reduced |
| Ostrum Asset Management | 1,677 | $53.6K | 0.00% | +2+0.1% | Added |
| Western Pacific Wealth Management, LP | 1,608 | $51.4K | 0.04% | +488+43.6% | Added |
| Bogart Wealth, LLC | 1,525 | $48.7K | 0.00% | −74−4.6% | Reduced |
| Group One Trading, L.P. | 1,404 | $44.9K | 0.00% | −102,333−98.6% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $44.7K | 0.00% | +1,400 | New |
| BOK Financial Private Wealth, Inc. | 1,300 | $41.5K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,295 | $41.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,191 | $38.1K | 0.01% | −312−20.8% | Reduced |
| Covestor Ltd | 1,187 | $38.0K | 0.03% | −1,140−49.0% | Reduced |
| Column Capital Advisors, LLC | 1,154 | $36.9K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,102 | $35.2K | 0.03% | +101+10.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,101 | $35.2K | 0.00% | +1,101 | New |
| Bartlett & Co. LLC | 1,101 | $35.0K | 0.00% | +1,101 | New |
| Sunbelt Securities, Inc. | 1,010 | $32.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 959 | $30.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 900 | $28.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 865 | $27.6K | 0.01% | −55−6.0% | Reduced |
| Denali Advisors LLC | 839 | $26.8K | 0.01% | +39+4.9% | Added |
| EverSource Wealth Advisors, LLC | 678 | $21.7K | 0.00% | −1,223−64.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $19.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 520 | $16.6K | 0.01% | +520 | New |
| Johnson Financial Group, Inc. | 509 | $16.3K | 0.00% | +261+105.2% | Added |
| Global Retirement Partners, LLC | 470 | $15.0K | 0.00% | −23−4.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 475 | $15.0K | 0.00% | +282+146.1% | Added |
| Castleview Partners, LLC | 432 | $13.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $12.8K | 0.01% | +400 | New |
| AdvisorNet Financial, Inc | 361 | $11.5K | 0.00% | −21−5.5% | Reduced |
| Hollencrest Capital Management | 333 | $10.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $9.84K | 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 |
| GHP Investment Advisors, Inc. | 295 | $9.44K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 286 | $9.00K | 0.00% | +101+54.6% | Added |
| Parallel Advisors, LLC | 255 | $8.15K | 0.00% | −2−0.8% | Reduced |
| Colonial Trust Advisors | 252 | $8.05K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $7.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 232 | $7.41K | 0.00% | +232 | New |
| Glen Eagle Advisors, LLC | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 186 | $5.94K | 0.00% | +19+11.4% | Added |
| First Horizon Advisors, Inc. | 156 | $4.98K | 0.00% | +49+45.8% | Added |
| Salem Investment Counselors Inc | 141 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $4.03K | 0.00% | −193−60.5% | 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 |
| Parkside Financial Bank & Trust | 97 | $3.10K | 0.00% | −620−86.5% | Reduced |
| 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 |
| Oliver Lagore Vanvalin Investment Group | 62 | $1.97K | 0.00% | +36+138.5% | Added |
| Quadrant Capital Group LLC | 50 | $1.60K | 0.00% | −52−51.0% | Reduced |
| 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 |
| Lazard Asset Management LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $927 | 0.00% | −37−56.1% | Reduced |
| Insight Financial Services | 21 | $697 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $671 | 0.00% | −398−95.0% | Reduced |
| Disciplined Investments, LLC | 17 | $543 | 0.00% | +2+13.3% | Added |
| Fiduciary Alliance LLC | 8 | $256 | 0.00% | +8 | New |
| Comerica Bank | 405,126 | $0 | 0.00% | +405,126 | New |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,001,564−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −726,457−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −561,041−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −480,715−100.0% | Sold out |