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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 26,945 | $812.7K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 26,500 | $799.2K | 0.23% | −1,700−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 26,047 | $785.6K | 0.00% | +152+0.6% | Added |
| Waterfront Wealth Inc. | 27,840 | $773.7K | 0.25% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 25,100 | $757.0K | 0.38% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 25,081 | $756.4K | 0.07% | +25,081 | New |
| SG Americas Securities, LLC | 25,043 | $755.0K | 0.01% | +25,043 | New |
| Epoch Investment Partners, Inc. | 24,455 | $737.6K | 0.00% | +102+0.4% | Added |
| Alps Advisors Inc | 23,950 | $722.3K | 0.01% | −21,350−47.1% | Reduced |
| Nissay Asset Management Corp | 23,937 | $721.9K | 0.01% | +708+3.0% | Added |
| Qsemble Capital Management, LP | 23,800 | $717.8K | 0.13% | +23,800 | New |
| DekaBank Deutsche Girozentrale | 23,252 | $694.0K | 0.00% | +297+1.3% | Added |
| Sterneck Capital Management, LLC | 22,023 | $664.2K | 0.44% | +5,803+35.8% | Added |
| New York Life Investment Management LLC | 21,455 | $647.1K | 0.01% | +11,328+111.9% | Added |
| Apollon Wealth Management, LLC | 21,431 | $646.3K | 0.03% | +9,988+87.3% | Added |
| Riverwater Partners LLC | 21,379 | $644.8K | 0.59% | +21,379 | New |
| Kendall Capital Management | 20,512 | $619.0K | 0.27% | −6,595−24.3% | Reduced |
| Gamco Investors, Inc. Et Al | 20,500 | $618.3K | 0.01% | +10,500+105.0% | Added |
| Ethic Inc. | 20,332 | $613.9K | 0.02% | −199−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $606.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 19,975 | $602.4K | 0.57% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $592.1K | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 19,589 | $590.8K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 19,354 | $583.0K | 0.02% | −1,700−8.1% | Reduced |
| Janus Henderson Group PLC | 19,248 | $580.6K | 0.00% | +6,252+48.1% | Added |
| Capital Management Associates | 19,236 | $580.0K | 0.85% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 18,564 | $560.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 18,420 | $555.5K | 0.07% | +781+4.4% | Added |
| Empowered Funds, LLC | 18,248 | $550.4K | 0.02% | +521+2.9% | Added |
| Dividend Assets Capital, LLC | 18,200 | $549.0K | 0.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,185 | $548.0K | 0.02% | +250+1.4% | Added |
| GTS Securities LLC | 18,141 | $547.1K | 0.01% | +5,656+45.3% | Added |
| TD Waterhouse Canada Inc. | 16,399 | $536.3K | 0.01% | −810−4.7% | Reduced |
| Captrust Financial Advisors | 17,754 | $535.5K | 0.00% | +381+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,711 | $534.0K | 0.00% | +670+3.9% | Added |
| Atria Wealth Solutions, Inc. | 17,575 | $530.1K | 0.01% | +1,874+11.9% | Added |
| Carson Advisory Inc. | 17,509 | $528.1K | 0.46% | −495−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 17,392 | $524.6K | 0.09% | +3,914+29.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,277 | $521.1K | 0.01% | −36−0.2% | Reduced |
| Garrison Bradford & Associates Inc | 16,895 | $510.0K | 0.60% | +21+0.1% | Added |
| Thoroughbred Financial Services, LLC | 16,846 | $508.0K | 0.05% | +3,023+21.9% | Added |
| Teacher Retirement System of Texas | 16,797 | $507.0K | 0.00% | +372+2.3% | Added |
| Principal Financial Group Inc | 16,575 | $499.9K | 0.00% | +862+5.5% | Added |
| Snowden Capital Advisors LLC | 16,381 | $494.1K | 0.02% | +96+0.6% | Added |
| Integrated Wealth Concepts LLC | 16,379 | $494.0K | 0.01% | −2,866−14.9% | Reduced |
| Maryland State Retirement & Pension System | 15,934 | $480.6K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 15,923 | $480.2K | 0.05% | −76−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,743 | $474.8K | 0.03% | +5,268+50.3% | Added |
| Baldwin Brothers Inc | 15,720 | $474.1K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 15,184 | $458.0K | 0.00% | +460+3.1% | Added |
| Capula Management Ltd | 15,100 | $455.4K | 0.03% | −120−0.8% | Reduced |
| TBH Global Asset Management, LLC | 15,096 | $455.3K | 0.09% | −510−3.3% | Reduced |
| Capital International Inc | 14,931 | $450.3K | 0.01% | +3,221+27.5% | Added |
| Prudential PLC | 14,920 | $450.0K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 14,920 | $450.0K | 0.08% | +14,920 | New |
| AXA S.A. | 14,878 | $448.7K | 0.00% | −16,076−51.9% | Reduced |
| National Asset Management, Inc. | 14,829 | $447.3K | 0.01% | −8,681−36.9% | Reduced |
| Synovus Financial Corp | 14,751 | $444.9K | 0.01% | +14,751 | New |
| La Banque Postale Asset Management SA | 13,941 | $420.5K | 0.01% | +13,941 | New |
| O'Rourke & Company, Inc | 13,746 | $415.0K | 0.30% | −764−5.3% | Reduced |
| MML Investors Services, LLC | 13,700 | $413.0K | 0.00% | +1,548+12.7% | Added |
| First Manhattan Co | 13,225 | $398.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,008 | $392.3K | 0.01% | +5,506+73.4% | Added |
| Daiwa Securities Group Inc. | 12,973 | $391.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,907 | $389.3K | 0.27% | +12,907 | New |
| Van Eck Associates Corp | 12,817 | $387.0K | 0.00% | −16,781−56.7% | Reduced |
| McGowan Group Asset Management, Inc. | 12,299 | $370.9K | 0.06% | −505−3.9% | Reduced |
| Nordea Investment Management AB | 11,815 | $361.2K | 0.00% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 11,913 | $359.3K | 0.19% | +117+1.0% | Added |
| Carret Asset Management, LLC | 11,800 | $355.9K | 0.05% | +3,450+41.3% | Added |
| Intrepid Capital Management Inc | 11,798 | $355.8K | 0.25% | +5,530+88.2% | Added |
| Glenmede Trust Co NA | 11,131 | $335.7K | 0.00% | +11,131 | New |
| Kovack Advisors, Inc. | 10,936 | $329.8K | 0.05% | +32+0.3% | Added |
| North Star Investment Management Corp. | 10,831 | $326.7K | 0.03% | +810+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 10,700 | $322.7K | 0.00% | −3,745−25.9% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $319.7K | 0.36% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,477 | $316.0K | 0.00% | −797−7.1% | Reduced |
| TD Private Client Wealth LLC | 10,348 | $312.1K | 0.01% | +10,348 | New |
| Wolverine Trading, LLC | 10,339 | $311.8K | 0.00% | +10,339 | New |
| Guinness Asset Management LTD | 10,068 | $303.7K | 0.01% | −1,134−10.1% | Reduced |
| Slow Capital, Inc. | 10,030 | $302.5K | 0.06% | −16−0.2% | Reduced |
| Teramo Advisors, LLC | 10,000 | $301.6K | 0.16% | +10,000 | New |
| PFG Investments, LLC | 9,890 | $298.3K | 0.06% | −2,246−18.5% | Reduced |
| Cetera Advisor Networks LLC | 9,768 | $294.6K | 0.00% | +1,425+17.1% | Added |
| ExodusPoint Capital Management, LP | 9,534 | $288.0K | 0.00% | +9,534 | New |
| Fort Sheridan Advisors LLC | 9,500 | $286.5K | 0.06% | −600−5.9% | Reduced |
| Glenview Trust Co | 9,414 | $283.9K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 9,153 | $276.1K | 0.04% | +663+7.8% | Added |
| Tokio Marine Asset Management Co Ltd | 8,790 | $265.1K | 0.02% | +803+10.1% | Added |
| Retirement Planning Co of New England, Inc. | 8,770 | $264.5K | 0.15% | −1,388−13.7% | Reduced |
| E&G Advisors, LP | 8,600 | $259.4K | 0.09% | −100−1.1% | Reduced |
| Moors & Cabot, Inc. | 8,578 | $258.7K | 0.02% | −175−2.0% | Reduced |
| Franklin Resources Inc | 8,536 | $257.4K | 0.00% | +29+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,520 | $257.0K | 0.09% | +8,520 | New |
| Fiduciary Group LLC | 8,400 | $253.3K | 0.03% | +100+1.2% | Added |
| Collective Family Office LLC | 8,350 | $251.8K | 0.10% | −800−8.7% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $247.3K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 8,141 | $245.5K | 0.00% | −1,025−11.2% | Reduced |
| Triangle Securities Wealth Management | 8,070 | $243.4K | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 7,931 | $239.2K | 0.00% | −2,519−24.1% | Reduced |