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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 3,595,559 | $108.4M | 0.04% | −88,131−2.4% | Reduced |
| Legal & General Group Plc | 3,751,530 | $113.1M | 0.04% | +2,088+0.1% | Added |
| Norges Bank | 4,162,214 | $125.5M | 0.03% | −713,506−14.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,335,321 | $130.8M | 0.77% | −2900.0% | Reduced |
| State Street Corp | 5,269,320 | $158.9M | 0.01% | +122,976+2.4% | Added |
| Ariel Investments, LLC | 6,364,528 | $192.0M | 2.03% | +918,114+16.9% | Added |
| William Blair Investment Management, LLC | 8,877,428 | $267.7M | 0.89% | +3,524,794+65.9% | Added |
| Vulcan Value Partners, LLC | 9,813,179 | $295.9M | 4.51% | −1,427,742−12.7% | Reduced |
| Alkeon Capital Management LLC | 11,430,850 | $344.8M | 2.18% | −694,351−5.7% | Reduced |
| Morgan Stanley | 18,024,935 | $543.6M | 0.06% | −1,535,488−7.8% | Reduced |
| Capital World Investors | 19,970,001 | $602.3M | 0.12% | +1,315,461+7.1% | Added |
| BlackRock Inc. | 21,690,040 | $654.2M | 0.02% | −224,026−1.0% | Reduced |
| Vanguard Group Inc | 23,119,999 | $697.3M | 0.02% | −1,411,617−5.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −525,610−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −376,798−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −305,072−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −222,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −82,355−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −69,281−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −67,149−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −66,514−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −30,459−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,729−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −12,461−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,482−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −9,291−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −9,084−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −7,622−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −7,570−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,905−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Kames Capital plc | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |