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 |
|---|---|---|---|---|---|
| STRS Ohio | 117,869 | $3.55M | 0.02% | +40,869+53.1% | Added |
| Citigroup Inc | 117,575 | $3.55M | 0.01% | −95,159−44.7% | Reduced |
| State of Wisconsin Investment Board | 115,604 | $3.49M | 0.01% | −9,421−7.5% | Reduced |
| State of New Jersey Common Pension Fund D | 114,534 | $3.45M | 0.01% | +4,496+4.1% | Added |
| Handelsinvest Investeringsforvaltning | 110,000 | $3.32M | 1.15% | +110,000 | New |
| Commonwealth Equity Services, LLC | 109,184 | $3.29M | 0.01% | +821+0.8% | Added |
| Compagnie Lombard Odier SCmA | 107,005 | $3.23M | 0.07% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 105,470 | $3.18M | 0.54% | −2,627−2.4% | Reduced |
| Equitable Trust Co | 104,470 | $3.15M | 0.26% | −93−0.1% | Reduced |
| Millennium Management LLC | 103,082 | $3.11M | 0.00% | +103,082 | New |
| Alliancebernstein L.P. | 102,316 | $3.09M | 0.00% | −9,605−8.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 101,965 | $3.08M | 0.04% | −13,000−11.3% | Reduced |
| HSBC Holdings PLC | 101,557 | $3.07M | 0.00% | −185,031−64.6% | Reduced |
| AMG National Trust Bank | 97,487 | $2.94M | 0.10% | +97,487 | New |
| Royce & Associates LP | 97,280 | $2.93M | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 96,300 | $2.90M | 0.03% | +96,300 | New |
| Janney Montgomery Scott LLC | 95,820 | $2.89M | 0.01% | −2,048−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 94,305 | $2.84M | 0.00% | +31,892+51.1% | Added |
| Treasurer of the State of North Carolina | 92,654 | $2.79M | 0.02% | +470+0.5% | Added |
| Public Employees Retirement System of Ohio | 91,569 | $2.76M | 0.01% | −7,851−7.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 89,203 | $2.69M | 0.01% | +89,203 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,771 | $2.68M | 0.01% | +3,884+4.6% | Added |
| Sierra Capital LLC | 87,924 | $2.65M | 0.43% | +15,171+20.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84,592 | $2.55M | 0.01% | +125+0.1% | Added |
| Asset Management One Co.,Ltd. | 84,349 | $2.54M | 0.01% | +10,317+13.9% | Added |
| LPL Financial LLC | 81,507 | $2.46M | 0.00% | −6,952−7.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 81,452 | $2.46M | 0.67% | −1,009−1.2% | Reduced |
| Texas Yale Capital Corp. | 79,939 | $2.41M | 0.11% | −1,203−1.5% | Reduced |
| Natixis | 78,546 | $2.37M | 0.02% | −47,463−37.7% | Reduced |
| Mirabella Financial Services LLP | 77,993 | $2.35M | 0.33% | +77,993 | New |
| Alaska Permanent Fund Corp | 77,600 | $2.34M | 0.04% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 77,352 | $2.33M | 0.24% | −8,908−10.3% | Reduced |
| Stephens Inc | 76,867 | $2.32M | 0.04% | +3,284+4.5% | Added |
| US Bancorp | 76,513 | $2.31M | 0.00% | +1,029+1.4% | Added |
| Prospera Financial Services Inc | 72,936 | $2.20M | 0.09% | −2,938−3.9% | Reduced |
| Toronto Dominion Bank | 70,601 | $2.13M | 0.00% | −6,269−8.2% | Reduced |
| Coastal Bridge Advisors, LLC | 70,249 | $2.12M | 0.57% | −153−0.2% | Reduced |
| Pictet Asset Management Holding SA | 68,588 | $2.07M | 0.00% | +68,588 | New |
| Wellington Shields Capital Management, LLC | 68,575 | $2.07M | 0.27% | −354−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 63,041 | $1.90M | 0.03% | −17,646−21.9% | Reduced |
| QRG Capital Management, Inc. | 62,637 | $1.89M | 0.03% | +62,637 | New |
| Royal London Asset Management Ltd | 62,424 | $1.88M | 0.01% | +973+1.6% | Added |
| Ensign Peak Advisors, Inc | 61,750 | $1.86M | 0.00% | +1,000+1.6% | Added |
| Nomura Asset Management Co Ltd | 61,162 | $1.84M | 0.01% | +8,406+15.9% | Added |
| Citadel Advisors LLC | 59,739 | $1.80M | 0.00% | +52,065+678.5% | Added |
| Arizona State Retirement System | 59,276 | $1.79M | 0.02% | −90.0% | Reduced |
| Mercer Global Advisors Inc | 59,183 | $1.78M | 0.01% | +9,187+18.4% | Added |
| Augustine Asset Management Inc | 58,816 | $1.77M | 0.82% | −1,516−2.5% | Reduced |
| Moody National Bank Trust Division | 58,064 | $1.75M | 0.11% | +30,917+113.9% | Added |
| Twin Capital Management Inc | 56,610 | $1.71M | 0.25% | +56,610 | New |
| Bleakley Financial Group, LLC | 56,583 | $1.71M | 0.06% | +5,240+10.2% | Added |
| Sawtooth Solutions, LLC | 56,583 | $1.71M | 0.05% | +5,248+10.2% | Added |
| Amica Mutual Insurance Co | 56,365 | $1.70M | 0.20% | 00.0% | Unchanged |
| Hemington Wealth Management | 56,151 | $1.69M | 0.80% | −49,742−47.0% | Reduced |
| Macquarie Group Ltd | 55,341 | $1.67M | 0.00% | −25,310−31.4% | Reduced |
| Neuberger Berman Group LLC | 52,825 | $1.59M | 0.00% | +1,368+2.7% | Added |
| Gotham Asset Management, LLC | 51,448 | $1.55M | 0.03% | −748−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 50,214 | $1.51M | 0.02% | +2,316+4.8% | Added |
| Wolf Group Capital Advisors | 49,774 | $1.50M | 0.71% | −1,496−2.9% | Reduced |
| IFM Investors Pty Ltd | 49,531 | $1.49M | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 46,990 | $1.42M | 0.00% | −93,863−66.6% | Reduced |
| Korea Investment CORP | 46,755 | $1.41M | 0.00% | +8,606+22.6% | Added |
| Mariner, LLC | 45,009 | $1.36M | 0.00% | +2,437+5.7% | Added |
| Sigma Planning Corp | 44,393 | $1.34M | 0.05% | −3,496−7.3% | Reduced |
| Swedbank AB | 44,214 | $1.33M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 44,097 | $1.33M | 0.00% | +1,960+4.7% | Added |
| First Republic Investment Management, Inc. | 42,966 | $1.30M | 0.00% | +707+1.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 42,334 | $1.28M | 0.02% | +42,334 | New |
| SEI Investments Co | 41,819 | $1.26M | 0.00% | −876−2.1% | Reduced |
| Comerica Bank | 40,467 | $1.22M | 0.01% | −364,659−90.0% | Reduced |
| GFG Capital, LLC | 38,768 | $1.17M | 0.38% | +306+0.8% | Added |
| Truist Financial Corp | 37,896 | $1.14M | 0.00% | +2,980+8.5% | Added |
| Bokf, NA | 41,480 | $1.14M | 0.03% | −3,494−7.8% | Reduced |
| HighTower Advisors, LLC | 37,377 | $1.12M | 0.00% | +4,534+13.8% | Added |
| United Capital Financial Advisers, LLC | 36,790 | $1.11M | 0.01% | −2,435−6.2% | Reduced |
| Fred Alger Management, LLC | 36,696 | $1.11M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 36,604 | $1.10M | 0.02% | −459−1.2% | Reduced |
| Utah Retirement Systems | 36,300 | $1.09M | 0.02% | +300+0.8% | Added |
| Tredje AP-fonden | 35,862 | $1.08M | 0.02% | −3,874−9.7% | Reduced |
| Standard Life Aberdeen plc | 35,696 | $1.08M | 0.00% | −855−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 35,688 | $1.08M | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 34,765 | $1.05M | 0.99% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 34,601 | $1.04M | 0.03% | +5,473+18.8% | Added |
| Amalgamated Bank | 34,361 | $1.04M | 0.01% | +2,787+8.8% | Added |
| Blair William & Co | 33,893 | $1.02M | 0.00% | +14,799+77.5% | Added |
| Schonfeld Strategic Advisors LLC | 32,827 | $990.1K | 0.01% | +32,827 | New |
| Herbst Group, LLC | 32,400 | $977.2K | 0.70% | −1,900−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,215 | $972.0K | 0.00% | +8,664+36.8% | Added |
| D. E. Shaw & Co., Inc. | 32,167 | $970.2K | 0.00% | +32,167 | New |
| D.A. Davidson & Co. | 31,222 | $941.7K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 30,700 | $926.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30,673 | $925.1K | 0.00% | +14,566+90.4% | Added |
| Walleye Trading LLC | 30,566 | $921.9K | 0.02% | −13,525−30.7% | Reduced |
| Pacific Capital Partners Ltd | 30,404 | $917.0K | 0.55% | +30,404 | New |
| Jeppson Wealth Management, LLC | 28,789 | $868.3K | 0.40% | −105−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 28,695 | $865.4K | 0.03% | +20,095+233.7% | Added |
| Banque Pictet & Cie SA | 28,000 | $844.5K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,324 | $824.1K | 0.00% | −156−0.6% | Reduced |
| Jefferies Financial Group Inc. | 27,155 | $819.0K | 0.02% | +27,155 | New |
| Prudential Financial Inc | 26,962 | $813.2K | 0.00% | −6,441−19.3% | Reduced |