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 |
|---|---|---|---|---|---|
| Aviva PLC | 7,918 | $238.8K | 0.00% | −133−1.7% | Reduced |
| JustInvest LLC | 7,917 | $238.8K | 0.01% | +103+1.3% | Added |
| Visionary Wealth Advisors | 7,890 | $238.0K | 0.02% | −300−3.7% | Reduced |
| NewEdge Wealth, LLC | 7,857 | $237.0K | 0.01% | +218+2.9% | Added |
| Fort Point Capital Partners LLC | 7,800 | $235.2K | 0.04% | −3,560−31.3% | Reduced |
| Centiva Capital, LP | 7,643 | $230.5K | 0.01% | +7,643 | New |
| Xponance, Inc. | 7,616 | $229.7K | 0.00% | +272+3.7% | Added |
| Colony Group LLC | 7,592 | $229.0K | 0.00% | −595−7.3% | Reduced |
| Ancora Advisors, LLC | 7,500 | $226.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,493 | $226.0K | 0.02% | +583+8.4% | Added |
| EdgeRock Capital LLC | 7,491 | $225.9K | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 7,451 | $225.0K | 0.00% | +5,180+228.1% | Added |
| Ossiam | 7,328 | $221.0K | 0.00% | −27,424−78.9% | Reduced |
| Kestra Advisory Services, LLC | 7,328 | $221.0K | 0.00% | +7,328 | New |
| Enterprise Financial Services Corp | 7,312 | $220.5K | 0.15% | −20−0.3% | Reduced |
| CIBC Asset Management Inc | 7,298 | $220.1K | 0.00% | +789+12.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,042 | $215.1K | 0.00% | −16,289−69.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,070 | $213.2K | 0.00% | +7,070 | New |
| Amica Retiree Medical Trust | 7,066 | $213.0K | 0.25% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $212.8K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,031 | $212.1K | 0.02% | −1,000−12.5% | Reduced |
| Pathstone Family Office, LLC | 6,969 | $210.2K | 0.00% | +6,969 | New |
| KRS Capital Management, LLC | 6,950 | $209.6K | 0.22% | +6,950 | New |
| BFSG, LLC | 6,810 | $205.0K | 0.03% | +6,810 | New |
| Cresset Asset Management, LLC | 6,726 | $202.9K | 0.00% | −140−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 6,200 | $187.0K | 0.00% | +6,200 | New |
| Highlander Capital Management, LLC | 6,115 | $184.0K | 0.07% | +190+3.2% | Added |
| Spirit of America Management Corp | 6,050 | $182.5K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,000 | $181.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 5,927 | $178.8K | 0.00% | −122−2.0% | Reduced |
| Spire Wealth Management | 5,155 | $155.8K | 0.01% | +12+0.2% | Added |
| Vestcor Inc | 4,684 | $141.0K | 0.01% | −28,900−86.1% | Reduced |
| Storebrand Asset Management AS | 4,337 | $130.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,183 | $126.2K | 0.00% | +5+0.1% | Added |
| Ci Investments Inc. | 4,146 | $125.0K | 0.00% | −9−0.2% | Reduced |
| Cutler Group LP | 4,097 | $123.0K | 0.02% | +1,500+57.8% | Added |
| GWM Advisors LLC | 3,121 | $94.1K | 0.00% | −2−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,027 | $91.3K | 0.00% | −3,960−56.7% | Reduced |
| Banque Cantonale Vaudoise | 2,893 | $87.0K | 0.00% | +593+25.8% | Added |
| Carmel Capital Partners, LLC | 2,847 | $85.9K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,800 | $84.4K | 0.02% | +2,800 | New |
| Sandy Spring Bank | 2,648 | $79.9K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,528 | $76.2K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,494 | $75.2K | 0.17% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,344 | $70.7K | 0.00% | −400−14.6% | Reduced |
| Larson Financial Group LLC | 2,155 | $65.0K | 0.01% | −300−12.2% | Reduced |
| Tower View Investment Management & Research LLC | 2,111 | $64.0K | 0.04% | +24+1.1% | Added |
| Focused Wealth Management, Inc | 2,086 | $62.9K | 0.01% | +8+0.4% | Added |
| Concord Wealth Partners | 2,000 | $60.3K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,779 | $53.7K | 0.00% | −101−5.4% | Reduced |
| Fifth Third Bancorp | 1,745 | $52.6K | 0.00% | −459−20.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,743 | $52.6K | 0.04% | +135+8.4% | Added |
| Ostrum Asset Management | 1,665 | $50.2K | 0.00% | −12−0.7% | Reduced |
| Clear Street Markets LLC | 1,652 | $50.0K | 0.04% | +1,652 | New |
| Bogart Wealth, LLC | 1,597 | $48.2K | 0.00% | +72+4.7% | Added |
| Desjardins Global Asset Management Inc. | 1,583 | $47.7K | 0.01% | +1,583 | New |
| UniSuper Management Pty Ltd | 1,400 | $42.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $39.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,154 | $34.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,145 | $34.5K | 0.01% | −46−3.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,101 | $33.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,101 | $33.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,040 | $31.4K | 0.00% | −255−19.7% | Reduced |
| Sunbelt Securities, Inc. | 1,010 | $30.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,000 | $30.1K | 0.02% | −102−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 943 | $28.4K | 0.00% | +265+39.1% | Added |
| Denali Advisors LLC | 927 | $28.0K | 0.01% | +88+10.5% | Added |
| Proequities, Inc. | 920 | $27.7K | 0.00% | +20+2.2% | Added |
| AdvisorNet Financial, Inc | 814 | $24.6K | 0.00% | +453+125.5% | Added |
| Covestor Ltd | 773 | $23.0K | 0.02% | −414−34.9% | Reduced |
| Acadian Asset Management LLC | 727 | $21.0K | 0.00% | −5,033−87.4% | Reduced |
| Massmutual Trust Co FSB | 609 | $18.4K | 0.00% | +580+2,000.0% | Added |
| Benjamin Edwards Inc | 498 | $15.0K | 0.00% | +212+74.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 458 | $13.7K | 0.00% | −12−2.6% | Reduced |
| Cornerstone Planning Group LLC | 449 | $13.5K | 0.01% | −71−13.7% | Reduced |
| Castleview Partners, LLC | 432 | $13.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $12.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 355 | $10.7K | 0.00% | +355 | New |
| Evermay Wealth Management LLC | 308 | $9.29K | 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 |
| TSFG, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 295 | $8.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 283 | $8.54K | 0.00% | +51+22.0% | Added |
| Parallel Advisors, LLC | 255 | $7.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $7.60K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $7.54K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 232 | $7.00K | 0.00% | +232 | New |
| Farther Finance Advisors, LLC | 204 | $6.15K | 0.00% | +157+334.0% | Added |
| Glen Eagle Advisors, LLC | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 186 | $5.61K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 167 | $5.04K | 0.00% | −342−67.2% | Reduced |
| First Horizon Advisors, Inc. | 156 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $4.43K | 0.00% | +21+16.7% | Added |
| Ronald Blue Trust, Inc. | 118 | $4.00K | 0.00% | +111+1,585.7% | Added |
| JFS Wealth Advisors, LLC | 107 | $3.23K | 0.00% | +60+127.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.02K | 0.00% | 00.0% | Unchanged |