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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 12 | $62 | 0.00% | +12 | New |
| Birchbrook, Inc. | 53 | $271 | 0.00% | +53 | New |
| Moisand Fitzgerald Tamayo, LLC | 121 | $619 | 0.00% | +121 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $814 | 0.00% | +20 | New |
| Insight Financial Services | 22 | $908 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24 | $977 | 0.00% | −14−36.8% | Reduced |
| SJS Investment Consulting Inc. | 36 | $1.47K | 0.00% | −1−2.7% | Reduced |
| Massmutual Trust Co FSB | 39 | $1.59K | 0.00% | −570−93.6% | Reduced |
| Baystate Wealth Management LLC | 45 | $1.83K | 0.00% | +45 | New |
| Lazard Asset Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $2.00K | 0.00% | +38 | New |
| Oliver Lagore Vanvalin Investment Group | 63 | $2.57K | 0.00% | +1+1.6% | Added |
| Private Wealth Management Group, LLC | 64 | $2.60K | 0.00% | +64 | New |
| Nisa Investment Advisors, LLC | 70 | $2.85K | 0.00% | −6,130−98.9% | Reduced |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | −1−1.5% | Reduced |
| Colonial Trust Co | 77 | $3.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.25K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 80 | $3.26K | 0.00% | −27−25.2% | Reduced |
| Parkside Financial Bank & Trust | 94 | $3.83K | 0.00% | −3−3.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $4.07K | 0.00% | −200−66.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 112 | $4.57K | 0.00% | +112 | New |
| Planning Capital Management Corp | 128 | $4.67K | 0.00% | +128 | New |
| Harbour Investments, Inc. | 123 | $5.00K | 0.00% | +123 | New |
| Beaird Harris Wealth Management, LLC | 131 | $5.33K | 0.00% | +131 | New |
| Fortitude Family Office, LLC | 140 | $5.70K | 0.00% | +140 | New |
| First Horizon Advisors, Inc. | 156 | $6.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 155 | $6.46K | 0.00% | +155 | New |
| Bell Investment Advisors, Inc | 182 | $7.41K | 0.00% | +35+23.8% | Added |
| Bruce G. Allen Investments, LLC | 199 | $8.10K | 0.01% | +199 | New |
| Glen Eagle Advisors, LLC | 200 | $8.14K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $8.14K | 0.00% | +200 | New |
| Glassman Wealth Services | 227 | $9.24K | 0.00% | +41+22.0% | Added |
| Ronald Blue Trust, Inc. | 305 | $10.0K | 0.00% | +187+158.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.01% | +238 | New |
| Atticus Wealth Management, LLC | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $10.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 266 | $10.8K | 0.00% | +266 | New |
| Covestor Ltd | 278 | $11.0K | 0.01% | −495−64.0% | Reduced |
| Huntington National Bank | 291 | $11.8K | 0.00% | +8+2.8% | Added |
| TSFG, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $12.2K | 0.00% | −55−15.5% | Reduced |
| Evermay Wealth Management LLC | 308 | $12.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 348 | $14.2K | 0.00% | +348 | New |
| Cornerstone Planning Group LLC | 411 | $16.7K | 0.01% | −38−8.5% | Reduced |
| Tennessee Valley Asset Management Partners | 412 | $16.8K | 0.00% | +412 | New |
| Castleview Partners, LLC | 432 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 599 | $23.0K | 0.00% | +141+30.8% | Added |
| Quarry LP | 568 | $23.1K | 0.01% | +568 | New |
| Farther Finance Advisors, LLC | 602 | $24.5K | 0.00% | +398+195.1% | Added |
| Benjamin Edwards Inc | 697 | $28.0K | 0.01% | +199+40.0% | Added |
| EntryPoint Capital, LLC | 722 | $29.4K | 0.03% | +722 | New |
| Acadian Asset Management LLC | 835 | $33.0K | 0.00% | +108+14.9% | Added |
| AdvisorNet Financial, Inc | 814 | $33.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 865 | $35.2K | 0.01% | +865 | New |
| IFP Advisors, Inc | 876 | $35.6K | 0.00% | −1,468−62.6% | Reduced |
| Proequities, Inc. | 920 | $37.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 941 | $37.7K | 0.01% | +941 | New |
| Denali Advisors LLC | 927 | $37.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $40.7K | 0.01% | −10−1.0% | Reduced |
| Washington Trust Co | 1,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,000 | $40.7K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,040 | $42.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,127 | $45.9K | 0.01% | −18−1.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,101 | $45.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,101 | $46.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,149 | $46.7K | 0.00% | −1,972−63.2% | Reduced |
| Advisory Services Network, LLC | 1,168 | $47.5K | 0.00% | +1,168 | New |
| Rothschild Investment LLC | 1,200 | $48.8K | 0.00% | +1,200 | New |
| BOK Financial Private Wealth, Inc. | 1,300 | $52.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,382 | $56.2K | 0.02% | +1,382 | New |
| UniSuper Management Pty Ltd | 1,400 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,544 | $62.8K | 0.00% | −53−3.3% | Reduced |
| Desjardins Global Asset Management Inc. | 1,605 | $65.3K | 0.01% | +22+1.4% | Added |
| Ostrum Asset Management | 1,672 | $68.0K | 0.01% | +7+0.4% | Added |
| Concord Wealth Partners | 2,000 | $81.4K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,092 | $85.1K | 0.01% | +6+0.3% | Added |
| Western Pacific Wealth Management, LP | 2,134 | $86.8K | 0.06% | +391+22.4% | Added |
| Tower View Investment Management & Research LLC | 2,134 | $87.0K | 0.05% | +23+1.1% | Added |
| Larson Financial Group LLC | 2,155 | $87.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,191 | $89.2K | 0.00% | +446+25.6% | Added |
| Wellington Shields & Co., LLC | 2,528 | $102.8K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,547 | $103.6K | 0.00% | −480−15.9% | Reduced |
| Sandy Spring Bank | 2,690 | $108.0K | 0.01% | +42+1.6% | Added |
| CWM, LLC | 2,731 | $111.0K | 0.00% | −4,720−63.3% | Reduced |
| Ramirez Asset Management, Inc. | 2,800 | $113.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,857 | $116.3K | 0.01% | +1,914+203.0% | Added |
| Ci Investments Inc. | 3,993 | $162.0K | 0.00% | −153−3.7% | Reduced |
| Vestcor Inc | 4,596 | $187.0K | 0.01% | −88−1.9% | Reduced |
| Umb Bank N A | 4,827 | $196.4K | 0.00% | −1,100−18.6% | Reduced |
| YHB Investment Advisors, Inc. | 4,965 | $202.0K | 0.02% | +4,965 | New |
| Spire Wealth Management | 5,095 | $202.4K | 0.01% | −60−1.2% | Reduced |
| Investment Management Corp of Ontario | 5,009 | $203.8K | 0.00% | +5,009 | New |
| Mission Wealth Management, LP | 5,014 | $204.0K | 0.01% | +5,014 | New |
| Symmetry Partners, LLC | 4,972 | $207.0K | 0.01% | +4,972 | New |
| Regatta Capital Group, LLC | 5,144 | $209.3K | 0.06% | +5,144 | New |
| Abel Hall, LLC | 5,187 | $211.1K | 0.18% | +5,187 | New |
| Wellington Management Group LLP | 5,224 | $212.6K | 0.00% | +5,224 | New |
| Dynamic Advisor Solutions LLC | 5,423 | $213.3K | 0.01% | +5,423 | New |