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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 7,328 | $221.0K | 0.00% | +7,328 | New |
| CWM, LLC | 7,451 | $225.0K | 0.00% | +5,180+228.1% | Added |
| EdgeRock Capital LLC | 7,491 | $225.9K | 0.14% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,493 | $226.0K | 0.02% | +583+8.4% | Added |
| Ancora Advisors, LLC | 7,500 | $226.2K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 7,592 | $229.0K | 0.00% | −595−7.3% | Reduced |
| Xponance, Inc. | 7,616 | $229.7K | 0.00% | +272+3.7% | Added |
| Centiva Capital, LP | 7,643 | $230.5K | 0.01% | +7,643 | New |
| Fort Point Capital Partners LLC | 7,800 | $235.2K | 0.04% | −3,560−31.3% | Reduced |
| NewEdge Wealth, LLC | 7,857 | $237.0K | 0.01% | +218+2.9% | Added |
| Visionary Wealth Advisors | 7,890 | $238.0K | 0.02% | −300−3.7% | Reduced |
| JustInvest LLC | 7,917 | $238.8K | 0.01% | +103+1.3% | Added |
| Aviva PLC | 7,918 | $238.8K | 0.00% | −133−1.7% | Reduced |
| M&T Bank Corp | 7,931 | $239.2K | 0.00% | −2,519−24.1% | Reduced |
| Triangle Securities Wealth Management | 8,070 | $243.4K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 8,141 | $245.5K | 0.00% | −1,025−11.2% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $247.3K | 0.03% | 00.0% | Unchanged |
| Collective Family Office LLC | 8,350 | $251.8K | 0.10% | −800−8.7% | Reduced |
| Fiduciary Group LLC | 8,400 | $253.3K | 0.03% | +100+1.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,520 | $257.0K | 0.09% | +8,520 | New |
| Franklin Resources Inc | 8,536 | $257.4K | 0.00% | +29+0.3% | Added |
| Moors & Cabot, Inc. | 8,578 | $258.7K | 0.02% | −175−2.0% | Reduced |
| E&G Advisors, LP | 8,600 | $259.4K | 0.09% | −100−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,770 | $264.5K | 0.15% | −1,388−13.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,790 | $265.1K | 0.02% | +803+10.1% | Added |
| FFT Wealth Management LLC | 9,153 | $276.1K | 0.04% | +663+7.8% | Added |
| Glenview Trust Co | 9,414 | $283.9K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 9,500 | $286.5K | 0.06% | −600−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 9,534 | $288.0K | 0.00% | +9,534 | New |
| Cetera Advisor Networks LLC | 9,768 | $294.6K | 0.00% | +1,425+17.1% | Added |
| PFG Investments, LLC | 9,890 | $298.3K | 0.06% | −2,246−18.5% | Reduced |
| Teramo Advisors, LLC | 10,000 | $301.6K | 0.16% | +10,000 | New |
| Slow Capital, Inc. | 10,030 | $302.5K | 0.06% | −16−0.2% | Reduced |
| Guinness Asset Management LTD | 10,068 | $303.7K | 0.01% | −1,134−10.1% | Reduced |
| Wolverine Trading, LLC | 10,339 | $311.8K | 0.00% | +10,339 | New |
| TD Private Client Wealth LLC | 10,348 | $312.1K | 0.01% | +10,348 | New |
| Cetera Investment Advisers | 10,477 | $316.0K | 0.00% | −797−7.1% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $319.7K | 0.36% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,700 | $322.7K | 0.00% | −3,745−25.9% | Reduced |
| North Star Investment Management Corp. | 10,831 | $326.7K | 0.03% | +810+8.1% | Added |
| Kovack Advisors, Inc. | 10,936 | $329.8K | 0.05% | +32+0.3% | Added |
| Glenmede Trust Co NA | 11,131 | $335.7K | 0.00% | +11,131 | New |
| Intrepid Capital Management Inc | 11,798 | $355.8K | 0.25% | +5,530+88.2% | Added |
| Carret Asset Management, LLC | 11,800 | $355.9K | 0.05% | +3,450+41.3% | Added |
| Stiles Financial Services Inc | 11,913 | $359.3K | 0.19% | +117+1.0% | Added |
| Nordea Investment Management AB | 11,815 | $361.2K | 0.00% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 12,299 | $370.9K | 0.06% | −505−3.9% | Reduced |
| Van Eck Associates Corp | 12,817 | $387.0K | 0.00% | −16,781−56.7% | Reduced |
| Bridgefront Capital, LLC | 12,907 | $389.3K | 0.27% | +12,907 | New |
| Daiwa Securities Group Inc. | 12,973 | $391.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,008 | $392.3K | 0.01% | +5,506+73.4% | Added |
| First Manhattan Co | 13,225 | $398.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,700 | $413.0K | 0.00% | +1,548+12.7% | Added |
| O'Rourke & Company, Inc | 13,746 | $415.0K | 0.30% | −764−5.3% | Reduced |
| La Banque Postale Asset Management SA | 13,941 | $420.5K | 0.01% | +13,941 | New |
| Synovus Financial Corp | 14,751 | $444.9K | 0.01% | +14,751 | New |
| National Asset Management, Inc. | 14,829 | $447.3K | 0.01% | −8,681−36.9% | Reduced |
| AXA S.A. | 14,878 | $448.7K | 0.00% | −16,076−51.9% | Reduced |
| Prudential PLC | 14,920 | $450.0K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 14,920 | $450.0K | 0.08% | +14,920 | New |
| Capital International Inc | 14,931 | $450.3K | 0.01% | +3,221+27.5% | Added |
| TBH Global Asset Management, LLC | 15,096 | $455.3K | 0.09% | −510−3.3% | Reduced |
| Capula Management Ltd | 15,100 | $455.4K | 0.03% | −120−0.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 15,184 | $458.0K | 0.00% | +460+3.1% | Added |
| Baldwin Brothers Inc | 15,720 | $474.1K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,743 | $474.8K | 0.03% | +5,268+50.3% | Added |
| Zhang Financial LLC | 15,923 | $480.2K | 0.05% | −76−0.5% | Reduced |
| Maryland State Retirement & Pension System | 15,934 | $480.6K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,379 | $494.0K | 0.01% | −2,866−14.9% | Reduced |
| Snowden Capital Advisors LLC | 16,381 | $494.1K | 0.02% | +96+0.6% | Added |
| Principal Financial Group Inc | 16,575 | $499.9K | 0.00% | +862+5.5% | Added |
| Teacher Retirement System of Texas | 16,797 | $507.0K | 0.00% | +372+2.3% | Added |
| Thoroughbred Financial Services, LLC | 16,846 | $508.0K | 0.05% | +3,023+21.9% | Added |
| Garrison Bradford & Associates Inc | 16,895 | $510.0K | 0.60% | +21+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,277 | $521.1K | 0.01% | −36−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 17,392 | $524.6K | 0.09% | +3,914+29.0% | Added |
| Carson Advisory Inc. | 17,509 | $528.1K | 0.46% | −495−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 17,575 | $530.1K | 0.01% | +1,874+11.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,711 | $534.0K | 0.00% | +670+3.9% | Added |
| Captrust Financial Advisors | 17,754 | $535.5K | 0.00% | +381+2.2% | Added |
| TD Waterhouse Canada Inc. | 16,399 | $536.3K | 0.01% | −810−4.7% | Reduced |
| GTS Securities LLC | 18,141 | $547.1K | 0.01% | +5,656+45.3% | Added |
| Elo Mutual Pension Insurance Co | 18,185 | $548.0K | 0.02% | +250+1.4% | Added |
| Dividend Assets Capital, LLC | 18,200 | $549.0K | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 18,248 | $550.4K | 0.02% | +521+2.9% | Added |
| Hilltop Holdings Inc. | 18,420 | $555.5K | 0.07% | +781+4.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18,564 | $560.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Associates | 19,236 | $580.0K | 0.85% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 19,248 | $580.6K | 0.00% | +6,252+48.1% | Added |
| Gulf International Bank (UK) Ltd | 19,354 | $583.0K | 0.02% | −1,700−8.1% | Reduced |
| British Columbia Investment Management Corp | 19,589 | $590.8K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $592.1K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 19,975 | $602.4K | 0.57% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,098 | $606.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 20,332 | $613.9K | 0.02% | −199−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 20,500 | $618.3K | 0.01% | +10,500+105.0% | Added |
| Kendall Capital Management | 20,512 | $619.0K | 0.27% | −6,595−24.3% | Reduced |
| Riverwater Partners LLC | 21,379 | $644.8K | 0.59% | +21,379 | New |
| Apollon Wealth Management, LLC | 21,431 | $646.3K | 0.03% | +9,988+87.3% | Added |
| New York Life Investment Management LLC | 21,455 | $647.1K | 0.01% | +11,328+111.9% | Added |