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
Q4 2023 vs. Q3 2023
How the institutions holding Carlyle Group Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 413 | 7 | 471 | +65 |
| Shares | 206.4M | 68.3K | 213.0M | +6.72M (+3.3%) |
| Value | $6.22B | $2.06M | $8.67B | +$2.44B (+39.3%) |
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (98)
Institutions that held Carlyle Group Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (33)
Institutions that held Carlyle Group Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (7)
Institutions that held Carlyle Group Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 42,966 | $1.30M |
| Colony Group LLC | 7,592 | $229.0K |
| Amica Retiree Medical Trust | 7,066 | $213.0K |
| Pathstone Family Office, LLC | 6,969 | $210.2K |
| Johnson Midwest Financial, LLC | 2,494 | $75.2K |
| Column Capital Advisors, LLC | 1,154 | $34.8K |
| Steward Financial Group LLC | 103 | $3.00K |