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, Q4 2023
Institutional positions in Carlyle Group Inc. as of Dec 31, 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
- 471
- +65 vs. Q3 2023
- Shares held
- 213.0M
- +6.72M (+3.3%) vs. Q3 2023
- Total value
- $8.67B
- +$2.44B (+39.3%) vs. Q3 2023
- New holders
- 98
- 156 more added
- Sold out
- 33
- 159 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 31,155,048 | $1.27B | 0.03% | +9,465,008+43.6% | Added |
| Vanguard Group Inc | 24,876,188 | $1.01B | 0.02% | +1,756,189+7.6% | Added |
| Capital World Investors | 19,973,331 | $812.7M | 0.14% | +3,3300.0% | Added |
| Morgan Stanley | 11,875,394 | $483.2M | 0.04% | −6,149,541−34.1% | Reduced |
| William Blair Investment Management, LLC | 11,097,795 | $451.6M | 1.31% | +2,220,367+25.0% | Added |
| Vulcan Value Partners, LLC | 8,435,231 | $343.0M | 5.03% | −1,377,948−14.0% | Reduced |
| State Street Corp | 7,906,299 | $321.7M | 0.02% | +2,636,979+50.0% | Added |
| Alkeon Capital Management LLC | 7,896,041 | $321.3M | 2.11% | −3,534,809−30.9% | Reduced |
| Ariel Investments, LLC | 6,387,318 | $259.9M | 2.59% | +22,790+0.4% | Added |
| Beutel, Goodman & Co Ltd. | 4,319,731 | $175.8M | 0.93% | −15,590−0.4% | Reduced |
| Legal & General Group Plc | 3,848,107 | $156.6M | 0.05% | +96,577+2.6% | Added |
| Geode Capital Management, LLC | 3,623,414 | $147.2M | 0.02% | +221,128+6.5% | Added |
| Ameriprise Financial Inc | 3,271,117 | $133.1M | 0.04% | −324,442−9.0% | Reduced |
| Norges Bank | 3,213,827 | $130.8M | 0.02% | −948,387−22.8% | Reduced |
| Bank of New York Mellon Corp | 2,729,034 | $111.0M | 0.02% | +929,472+51.6% | Added |
| Goldman Sachs Group Inc | 2,593,761 | $105.5M | 0.02% | +1,712,133+194.2% | Added |
| Dimensional Fund Advisors LP | 2,368,100 | $96.4M | 0.03% | +84,080+3.7% | Added |
| FMR LLC | 2,096,325 | $85.3M | 0.01% | −38,328−1.8% | Reduced |
| Argent Capital Management LLC | 2,015,654 | $82.0M | 2.68% | −39,229−1.9% | Reduced |
| Bamco Inc | 1,947,402 | $79.2M | 0.21% | −68,928−3.4% | Reduced |
| Northern Trust Corp | 1,932,728 | $78.6M | 0.01% | +361,264+23.0% | Added |
| Thrivent Financial for Lutherans | 1,705,540 | $69.4M | 0.15% | +966,456+130.8% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $61.0M | 2.96% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 1,420,500 | $57.8M | 1.72% | +20,500+1.5% | Added |
| Bank of America Corp | 1,397,163 | $56.9M | 0.01% | +17,040+1.2% | Added |
| Charles Schwab Investment Management Inc | 1,389,670 | $56.5M | 0.01% | +61,782+4.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $54.0M | 0.59% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,274,167 | $51.8M | 0.07% | −153,655−10.8% | Reduced |
| Barclays PLC | 1,255,554 | $51.1M | 0.03% | +776,842+162.3% | Added |
| JPMorgan Chase & Co | 1,034,230 | $42.1M | 0.00% | +353,349+51.9% | Added |
| Deprince Race & Zollo Inc | 877,387 | $35.7M | 0.81% | −9,787−1.1% | Reduced |
| Invesco Ltd. | 837,582 | $34.1M | 0.01% | +277,469+49.5% | Added |
| Frontier Capital Management Co LLC | 820,615 | $33.4M | 0.34% | +578,142+238.4% | Added |
| Holocene Advisors, LP | 802,959 | $32.7M | 0.13% | +539,009+204.2% | Added |
| Rockefeller Capital Management L.P. | 802,880 | $32.7M | 0.11% | −75,418−8.6% | Reduced |
| Principal Financial Group Inc | 794,438 | $32.3M | 0.02% | +777,863+4,693.0% | Added |
| Balyasny Asset Management LLC | 779,412 | $31.7M | 0.09% | −463,823−37.3% | Reduced |
| Price T Rowe Associates Inc | 759,498 | $30.9M | 0.00% | −1,658,596−68.6% | Reduced |
| Alyeska Investment Group, L.P. | 701,494 | $28.5M | 0.19% | +701,494 | New |
| UBS Asset Management Americas Inc | 674,520 | $27.4M | 0.01% | +40,414+6.4% | Added |
| Credit Suisse AG | 668,401 | $27.2M | 0.03% | −9,836−1.5% | Reduced |
| Polaris Capital Management, LLC | 659,800 | $26.8M | 1.30% | −13,600−2.0% | Reduced |
| Worldquant Millennium Advisors LLC | 652,889 | $26.6M | 0.37% | +491,495+304.5% | Added |
| Private Management Group Inc | 624,806 | $25.4M | 0.97% | −84,753−11.9% | Reduced |
| Rhumbline Advisers | 617,014 | $25.1M | 0.03% | +377,309+157.4% | Added |
| Russell Investments Group, Ltd. | 614,131 | $25.0M | 0.04% | +49,988+8.9% | Added |
| Nuveen Asset Management, LLC | 576,657 | $23.5M | 0.01% | +8,621+1.5% | Added |
| UBS Group AG | 575,014 | $23.4M | 0.01% | −60,237−9.5% | Reduced |
| Manufacturers Life Insurance Company, The | 565,814 | $23.0M | 0.01% | +225,985+66.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 498,759 | $20.3M | 0.02% | −4,125−0.8% | Reduced |
| Partners Group Holding AG | 498,052 | $20.3M | 1.73% | +8,433+1.7% | Added |
| SeaTown Holdings Pte. Ltd. | 480,500 | $19.6M | 2.69% | −512,500−51.6% | Reduced |
| Walleye Capital LLC | 471,428 | $19.2M | 0.27% | −88,218−15.8% | Reduced |
| Victory Capital Management Inc | 448,938 | $18.3M | 0.02% | +129,390+40.5% | Added |
| Sirios Capital Management L P | 446,736 | $18.2M | 3.71% | +31,407+7.6% | Added |
| Raymond James & Associates | 441,628 | $18.0M | 0.01% | −1,932−0.4% | Reduced |
| Wafra Inc. | 431,780 | $17.6M | 1.03% | −510,303−54.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 380,392 | $15.5M | 0.07% | −7,269−1.9% | Reduced |
| Oppenheimer & Co Inc | 379,119 | $15.4M | 0.28% | −9,592−2.5% | Reduced |
| California Public Employees Retirement System | 368,462 | $15.0M | 0.01% | −34,650−8.6% | Reduced |
| Wells Fargo & Company | 360,644 | $14.7M | 0.00% | −12,836−3.4% | Reduced |
| First Trust Advisors LP | 360,454 | $14.7M | 0.02% | −487,752−57.5% | Reduced |
| California State Teachers Retirement System | 339,052 | $13.8M | 0.02% | −12,927−3.7% | Reduced |
| Envestnet Asset Management Inc | 336,275 | $13.7M | 0.01% | +28,119+9.1% | Added |
| Millennium Management LLC | 317,864 | $12.9M | 0.01% | +214,782+208.4% | Added |
| Alliancebernstein L.P. | 313,193 | $12.7M | 0.00% | +210,877+206.1% | Added |
| Sargent Investment Group, LLC | 309,455 | $12.6M | 2.76% | −1,440−0.5% | Reduced |
| American International Group, Inc. | 292,367 | $11.9M | 0.05% | +290,588+16,334.3% | Added |
| Royal Bank of Canada | 278,462 | $11.3M | 0.00% | −72,394−20.6% | Reduced |
| Channing Capital Management, LLC | 275,066 | $11.2M | 0.33% | +31,454+12.9% | Added |
| Retirement Systems of Alabama | 271,128 | $11.0M | 0.05% | +271,128 | New |
| Bank of Montreal | 258,701 | $10.8M | 0.01% | −41,121−13.7% | Reduced |
| New York State Common Retirement Fund | 264,248 | $10.8M | 0.01% | −14,688−5.3% | Reduced |
| Deutsche Bank AG | 250,762 | $10.2M | 0.01% | +5,705+2.3% | Added |
| Great West Life Assurance Co | 249,031 | $10.1M | 0.02% | +35,446+16.6% | Added |
| National Bank of Canada | 254,424 | $10.0M | 0.02% | −851,160−77.0% | Reduced |
| Amundi | 251,972 | $9.89M | 0.00% | +76,164+43.3% | Added |
| Andra AP-fonden | 208,800 | $8.50M | 0.45% | −25,000−10.7% | Reduced |
| Jane Street Group, LLC | 206,098 | $8.39M | 0.01% | −7,842−3.7% | Reduced |
| Stifel Financial Corp | 203,840 | $8.29M | 0.01% | +60,173+41.9% | Added |
| Bessemer Group Inc | 200,000 | $8.14M | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 199,380 | $8.11M | 0.20% | −74,885−27.3% | Reduced |
| DnB Asset Management AS | 199,118 | $8.10M | 0.04% | −19,555−8.9% | Reduced |
| Assetmark, Inc | 192,727 | $7.84M | 0.03% | +55,222+40.2% | Added |
| Texas Permanent School Fund | 186,981 | $7.61M | 0.07% | +186,981 | New |
| Squarepoint Ops LLC | 177,321 | $7.22M | 0.03% | +52,440+42.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 175,594 | $7.15M | 0.04% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 173,668 | $7.07M | 0.06% | −11,279−6.1% | Reduced |
| Susquehanna International Group, LLP | 172,868 | $7.03M | 0.01% | +172,868 | New |
| Gator Capital Management, LLC | 165,800 | $6.75M | 3.73% | +225+0.1% | Added |
| City of London Investment Management Co Ltd | 162,315 | $6.60M | 0.54% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 159,253 | $6.48M | 0.02% | +159,253 | New |
| Power Corp of Canada | 157,277 | $6.40M | 0.66% | 00.0% | Unchanged |
| TD Asset Management Inc | 154,555 | $6.29M | 0.01% | +3,630+2.4% | Added |
| Robeco Institutional Asset Management B.V. | 145,903 | $5.94M | 0.01% | −65,572−31.0% | Reduced |
| Amalgamated Bank | 143,982 | $5.86M | 0.05% | +109,621+319.0% | Added |
| Mutual of America Capital Management LLC | 132,953 | $5.41M | 0.06% | +132,953 | New |
| SOL Capital Management CO | 130,330 | $5.30M | 0.72% | −8,150−5.9% | Reduced |
| Comerica Bank | 127,609 | $5.19M | 0.02% | +87,142+215.3% | Added |
| Storebrand Asset Management AS | 127,061 | $5.17M | 0.02% | +122,724+2,829.7% | Added |