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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

Q3 2023 vs. Q2 2023

How the institutions holding Carlyle Group Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CG: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3964413+21
Shares206.5M199.2K206.4M+77.0K (0.0%)
Value$6.59B$6.37M$6.22B−$355.0M (−5.4%)

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Carlyle Group Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to CG in Q3 2023
InstitutionSharesValue% of portfolio
SeaTown Holdings Pte. Ltd.993,000$29.9M2.77%
Ghisallo Capital Management LLC650,000$19.6M2.00%
Mizuho Markets Americas LLC552,989$16.7M0.62%
Sirios Capital Management L P415,329$12.5M2.37%
Renaissance Technologies LLC192,000$5.79M0.01%
Brandywine Global Investment Management, LLC184,947$5.58M0.05%
Worldquant Millennium Advisors LLC161,394$4.87M0.08%
Handelsinvest Investeringsforvaltning110,000$3.32M1.15%
Millennium Management LLC103,082$3.11M0.00%
AMG National Trust Bank97,487$2.94M0.10%
Forsta Ap-Fonden96,300$2.90M0.03%
Healthcare of Ontario Pension Plan Trust Fund89,203$2.69M0.01%
Mirabella Financial Services LLP77,993$2.35M0.33%
Pictet Asset Management Holding SA68,588$2.07M0.00%
QRG Capital Management, Inc.62,637$1.89M0.03%
Twin Capital Management Inc56,610$1.71M0.25%
B. Metzler seel. Sohn & Co. AG42,334$1.28M0.02%
Schonfeld Strategic Advisors LLC32,827$990.1K0.01%
D. E. Shaw & Co., Inc.32,167$970.2K0.00%
Pacific Capital Partners Ltd30,404$917.0K0.55%
Jefferies Financial Group Inc.27,155$819.0K0.02%
Y-Intercept (Hong Kong) Ltd25,081$756.4K0.07%
SG Americas Securities, LLC25,043$755.0K0.01%
Qsemble Capital Management, LP23,800$717.8K0.13%
Riverwater Partners LLC21,379$644.8K0.59%
Kingswood Wealth Advisors, LLC14,920$450.0K0.08%
Synovus Financial Corp14,751$444.9K0.01%
La Banque Postale Asset Management SA13,941$420.5K0.01%
Bridgefront Capital, LLC12,907$389.3K0.27%
Glenmede Trust Co NA11,131$335.7K0.00%
TD Private Client Wealth LLC10,348$312.1K0.01%
Wolverine Trading, LLC10,339$311.8K0.00%
Teramo Advisors, LLC10,000$301.6K0.16%
ExodusPoint Capital Management, LP9,534$288.0K0.00%
Asahi Life Asset Management Co., Ltd.8,520$257.0K0.09%
Centiva Capital, LP7,643$230.5K0.01%
Kestra Advisory Services, LLC7,328$221.0K0.00%
Wealth Enhancement Advisory Services, LLC7,070$213.2K0.00%
Pathstone Family Office, LLC6,969$210.2K0.00%
KRS Capital Management, LLC6,950$209.6K0.22%
BFSG, LLC6,810$205.0K0.03%
Nisa Investment Advisors, LLC6,200$187.0K0.00%
Ramirez Asset Management, Inc.2,800$84.4K0.02%
Clear Street Markets LLC1,652$50.0K0.04%
Desjardins Global Asset Management Inc.1,583$47.7K0.01%
Allworth Financial LP355$10.7K0.00%
Credit Agricole S A232$7.00K0.00%
Steward Financial Group LLC103$3.00K0.00%
Colonial Trust Co77$2.47K0.00%
Versant Capital Management, Inc43$1.30K0.00%
Valley National Advisers Inc20$1.00K0.00%
1832 Asset Management L.P.20$6030.00%

Sold out (31)

Institutions that held Carlyle Group Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (4)

Institutions that held Carlyle Group Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kames Capital plc73,547$2.35M
Pictet Asset Management SA64,572$2.06M
BFT Financial Group, LLC43,386$1.39M
EA Series Trust17,727$566.4K