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, Q3 2023
Institutional positions in Carlyle Group Inc. as of Sep 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
- 413
- +21 vs. Q2 2023
- Shares held
- 206.4M
- +77.0K (0.0%) vs. Q2 2023
- Total value
- $6.22B
- −$355.0M (−5.4%) vs. Q2 2023
- New holders
- 52
- 143 more added
- Sold out
- 31
- 140 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 20 | $603 | 0.00% | +20 | New |
| Insight Financial Services | 22 | $666 | 0.00% | +1+4.8% | Added |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | +16+40.0% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 37 | $1.12K | 0.00% | +16+76.2% | Added |
| Quadrant Capital Group LLC | 38 | $1.15K | 0.00% | −12−24.0% | Reduced |
| Versant Capital Management, Inc | 43 | $1.30K | 0.00% | +43 | New |
| Oliver Lagore Vanvalin Investment Group | 62 | $1.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 77 | $2.47K | 0.00% | +77 | New |
| Parkside Financial Bank & Trust | 97 | $2.93K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 103 | $3.00K | 0.00% | +103 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $3.23K | 0.00% | +60+127.7% | Added |
| Ronald Blue Trust, Inc. | 118 | $4.00K | 0.00% | +111+1,585.7% | Added |
| Bell Investment Advisors, Inc | 147 | $4.43K | 0.00% | +21+16.7% | Added |
| First Horizon Advisors, Inc. | 156 | $4.71K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 167 | $5.04K | 0.00% | −342−67.2% | Reduced |
| Glassman Wealth Services | 186 | $5.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 204 | $6.15K | 0.00% | +157+334.0% | Added |
| Credit Agricole S A | 232 | $7.00K | 0.00% | +232 | New |
| Atticus Wealth Management, LLC | 250 | $7.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $7.60K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $7.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 283 | $8.54K | 0.00% | +51+22.0% | Added |
| GHP Investment Advisors, Inc. | 295 | $8.63K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $9.05K | 0.00% | −300−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 300 | $9.05K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 300 | $9.05K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $9.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 355 | $10.7K | 0.00% | +355 | New |
| Optimum Investment Advisors | 400 | $12.1K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 432 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 449 | $13.5K | 0.01% | −71−13.7% | Reduced |
| Global Retirement Partners, LLC | 458 | $13.7K | 0.00% | −12−2.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 498 | $15.0K | 0.00% | +212+74.1% | Added |
| Massmutual Trust Co FSB | 609 | $18.4K | 0.00% | +580+2,000.0% | Added |
| Acadian Asset Management LLC | 727 | $21.0K | 0.00% | −5,033−87.4% | Reduced |
| Covestor Ltd | 773 | $23.0K | 0.02% | −414−34.9% | Reduced |
| AdvisorNet Financial, Inc | 814 | $24.6K | 0.00% | +453+125.5% | Added |
| Proequities, Inc. | 920 | $27.7K | 0.00% | +20+2.2% | Added |
| Denali Advisors LLC | 927 | $28.0K | 0.01% | +88+10.5% | Added |
| EverSource Wealth Advisors, LLC | 943 | $28.4K | 0.00% | +265+39.1% | Added |
| Gould Capital, LLC | 1,000 | $30.1K | 0.02% | −102−9.3% | Reduced |
| Washington Trust Co | 1,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,010 | $30.5K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,040 | $31.4K | 0.00% | −255−19.7% | Reduced |
| Bartlett & Co. LLC | 1,101 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,101 | $33.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,145 | $34.5K | 0.01% | −46−3.9% | Reduced |
| Column Capital Advisors, LLC | 1,154 | $34.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $39.2K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $42.2K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,583 | $47.7K | 0.01% | +1,583 | New |
| Bogart Wealth, LLC | 1,597 | $48.2K | 0.00% | +72+4.7% | Added |
| Clear Street Markets LLC | 1,652 | $50.0K | 0.04% | +1,652 | New |
| Ostrum Asset Management | 1,665 | $50.2K | 0.00% | −12−0.7% | Reduced |
| Western Pacific Wealth Management, LP | 1,743 | $52.6K | 0.04% | +135+8.4% | Added |
| Fifth Third Bancorp | 1,745 | $52.6K | 0.00% | −459−20.8% | Reduced |
| American International Group, Inc. | 1,779 | $53.7K | 0.00% | −101−5.4% | Reduced |
| Concord Wealth Partners | 2,000 | $60.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,086 | $62.9K | 0.01% | +8+0.4% | Added |
| Tower View Investment Management & Research LLC | 2,111 | $64.0K | 0.04% | +24+1.1% | Added |
| Larson Financial Group LLC | 2,155 | $65.0K | 0.01% | −300−12.2% | Reduced |
| IFP Advisors, Inc | 2,344 | $70.7K | 0.00% | −400−14.6% | Reduced |
| Johnson Midwest Financial, LLC | 2,494 | $75.2K | 0.17% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,528 | $76.2K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,648 | $79.9K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,800 | $84.4K | 0.02% | +2,800 | New |
| Carmel Capital Partners, LLC | 2,847 | $85.9K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,893 | $87.0K | 0.00% | +593+25.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,027 | $91.3K | 0.00% | −3,960−56.7% | Reduced |
| GWM Advisors LLC | 3,121 | $94.1K | 0.00% | −2−0.1% | Reduced |
| Cutler Group LP | 4,097 | $123.0K | 0.02% | +1,500+57.8% | Added |
| Ci Investments Inc. | 4,146 | $125.0K | 0.00% | −9−0.2% | Reduced |
| MetLife Investment Management | 4,183 | $126.2K | 0.00% | +5+0.1% | Added |
| Storebrand Asset Management AS | 4,337 | $130.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 4,684 | $141.0K | 0.01% | −28,900−86.1% | Reduced |
| Spire Wealth Management | 5,155 | $155.8K | 0.01% | +12+0.2% | Added |
| Umb Bank N A | 5,927 | $178.8K | 0.00% | −122−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 6,000 | $181.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,050 | $182.5K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 6,115 | $184.0K | 0.07% | +190+3.2% | Added |
| Nisa Investment Advisors, LLC | 6,200 | $187.0K | 0.00% | +6,200 | New |
| Cresset Asset Management, LLC | 6,726 | $202.9K | 0.00% | −140−2.0% | Reduced |
| BFSG, LLC | 6,810 | $205.0K | 0.03% | +6,810 | New |
| KRS Capital Management, LLC | 6,950 | $209.6K | 0.22% | +6,950 | New |
| Pathstone Family Office, LLC | 6,969 | $210.2K | 0.00% | +6,969 | New |
| Principle Wealth Partners LLC | 7,031 | $212.1K | 0.02% | −1,000−12.5% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $212.8K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 7,066 | $213.0K | 0.25% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,070 | $213.2K | 0.00% | +7,070 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,042 | $215.1K | 0.00% | −16,289−69.8% | Reduced |
| CIBC Asset Management Inc | 7,298 | $220.1K | 0.00% | +789+12.1% | Added |
| Enterprise Financial Services Corp | 7,312 | $220.5K | 0.15% | −20−0.3% | Reduced |
| Ossiam | 7,328 | $221.0K | 0.00% | −27,424−78.9% | Reduced |