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 |
|---|---|---|---|---|---|
| Swedbank AB | 15,784 | $642.3K | 0.00% | −28,430−64.3% | Reduced |
| Snowden Capital Advisors LLC | 15,852 | $645.0K | 0.02% | −529−3.2% | Reduced |
| Van Eck Associates Corp | 15,932 | $648.0K | 0.00% | +3,115+24.3% | Added |
| Maryland State Retirement & Pension System | 15,934 | $648.4K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 16,113 | $655.6K | 0.19% | +16,113 | New |
| Thoroughbred Financial Services, LLC | 16,212 | $659.0K | 0.05% | −634−3.8% | Reduced |
| Emfo, LLC | 16,225 | $660.2K | 0.61% | −3,750−18.8% | Reduced |
| Garrison Bradford & Associates Inc | 16,414 | $668.0K | 0.74% | −481−2.8% | Reduced |
| MML Investors Services, LLC | 17,008 | $692.0K | 0.00% | +3,308+24.1% | Added |
| Carson Advisory Inc. | 17,013 | $692.3K | 0.54% | −496−2.8% | Reduced |
| Captrust Financial Advisors | 17,076 | $694.8K | 0.00% | −678−3.8% | Reduced |
| Tritonpoint Wealth, LLC | 17,180 | $699.1K | 0.07% | +17,180 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,277 | $703.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 17,404 | $708.2K | 0.05% | +12+0.1% | Added |
| Gulf International Bank (UK) Ltd | 17,648 | $718.0K | 0.02% | −1,706−8.8% | Reduced |
| Securian Asset Management, Inc | 18,230 | $741.8K | 0.02% | +18,230 | New |
| TD Waterhouse Canada Inc. | 17,798 | $745.7K | 0.01% | +1,399+8.5% | Added |
| Atria Wealth Solutions, Inc. | 18,385 | $748.1K | 0.01% | +810+4.6% | Added |
| Friedenthal Financial | 18,551 | $754.8K | 0.49% | +18,551 | New |
| Elo Mutual Pension Insurance Co | 18,855 | $767.0K | 0.02% | +670+3.7% | Added |
| Janus Henderson Group PLC | 19,049 | $775.2K | 0.00% | −199−1.0% | Reduced |
| Capital Management Associates | 19,306 | $785.6K | 1.00% | +70+0.4% | Added |
| Assenagon Asset Management S.A. | 19,370 | $788.2K | 0.00% | −785,122−97.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 19,632 | $798.8K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 20,000 | $813.8K | 0.01% | −500−2.4% | Reduced |
| Hilltop Holdings Inc. | 20,008 | $814.1K | 0.09% | +1,588+8.6% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $818.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 20,555 | $836.0K | 0.02% | +1,991+10.7% | Added |
| Epoch Investment Partners, Inc. | 20,763 | $844.8K | 0.00% | −3,692−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 21,169 | $861.4K | 0.01% | −15,621−42.5% | Reduced |
| Riverwater Partners LLC | 21,533 | $876.2K | 0.69% | +154+0.7% | Added |
| New York Life Investment Management LLC | 21,848 | $889.0K | 0.01% | +393+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 22,620 | $920.4K | 0.00% | +7,436+49.0% | Added |
| Citadel Advisors LLC | 23,260 | $946.4K | 0.00% | −36,479−61.1% | Reduced |
| State of Alaska, Department of Revenue | 23,380 | $951.0K | 0.01% | +23,380 | New |
| Apollon Wealth Management, LLC | 23,655 | $962.5K | 0.03% | +2,224+10.4% | Added |
| Empowered Funds, LLC | 23,962 | $975.0K | 0.02% | +5,714+31.3% | Added |
| Nissay Asset Management Corp | 24,481 | $996.1K | 0.01% | +544+2.3% | Added |
| British Columbia Investment Management Corp | 24,855 | $1.01M | 0.01% | +5,266+26.9% | Added |
| Hoertkorn Richard Charles | 25,100 | $1.02M | 0.46% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 25,700 | $1.05M | 0.28% | −800−3.0% | Reduced |
| Federated Hermes, Inc. | 26,088 | $1.06M | 0.00% | +26,088 | New |
| Xponance, Inc. | 26,338 | $1.07M | 0.01% | +18,722+245.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,937 | $1.10M | 0.06% | +11,194+71.1% | Added |
| Waterfront Wealth Inc. | 27,915 | $1.14M | 0.33% | +75+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,925 | $1.14M | 0.00% | +10,214+57.7% | Added |
| Jeppson Wealth Management, LLC | 28,439 | $1.16M | 0.48% | −350−1.2% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.17M | 0.01% | +700+2.5% | Added |
| D.A. Davidson & Co. | 28,722 | $1.17M | 0.01% | −2,500−8.0% | Reduced |
| Public Sector Pension Investment Board | 28,837 | $1.17M | 0.01% | +1,892+7.0% | Added |
| The PNC Financial Services Group, Inc. | 29,192 | $1.19M | 0.00% | +3,145+12.1% | Added |
| Voya Investment Management LLC | 30,637 | $1.25M | 0.00% | +3,313+12.1% | Added |
| Handelsbanken Fonder AB | 30,700 | $1.25M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 32,446 | $1.32M | 0.02% | +1,880+6.2% | Added |
| Pacer Advisors, Inc. | 32,540 | $1.32M | 0.00% | +32,540 | New |
| Kestra Private Wealth Services, LLC | 32,611 | $1.33M | 0.03% | −1,990−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 32,487 | $1.33M | 0.00% | +9,235+39.7% | Added |
| Herbst Group, LLC | 32,900 | $1.34M | 0.86% | +500+1.5% | Added |
| Tredje AP-fonden | 33,042 | $1.34M | 0.02% | −2,820−7.9% | Reduced |
| ExodusPoint Capital Management, LP | 33,126 | $1.35M | 0.02% | +23,592+247.5% | Added |
| New York State Teachers Retirement System | 33,146 | $1.35M | 0.00% | +33,146 | New |
| Cambridge Investment Research Advisors, Inc. | 33,356 | $1.36M | 0.01% | +1,141+3.5% | Added |
| Truist Financial Corp | 33,747 | $1.37M | 0.00% | −4,149−10.9% | Reduced |
| SEI Investments Co | 34,649 | $1.41M | 0.00% | −7,170−17.1% | Reduced |
| Capital International Inc | 34,757 | $1.41M | 0.02% | +19,826+132.8% | Added |
| Park Circle Co | 34,765 | $1.41M | 1.37% | 00.0% | Unchanged |
| Prudential Financial Inc | 34,769 | $1.41M | 0.00% | +7,807+29.0% | Added |
| Pacific Capital Partners Ltd | 34,800 | $1.42M | 1.07% | +4,396+14.5% | Added |
| Fred Alger Management, LLC | 35,185 | $1.43M | 0.01% | −1,511−4.1% | Reduced |
| FORA Capital, LLC | 35,381 | $1.44M | 0.12% | +35,381 | New |
| Illinois Municipal Retirement Fund | 35,688 | $1.45M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,500 | $1.49M | 0.02% | +200+0.6% | Added |
| Achmea Investment Management B.V. | 36,604 | $1.49M | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 37,479 | $1.53M | 0.12% | −20,585−35.5% | Reduced |
| HighTower Advisors, LLC | 38,133 | $1.55M | 0.00% | +756+2.0% | Added |
| GFG Capital, LLC | 38,210 | $1.55M | 0.42% | −558−1.4% | Reduced |
| Bokf, NA | 38,668 | $1.57M | 0.03% | −2,812−6.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 38,965 | $1.59M | 0.15% | +13,884+55.4% | Added |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.77% | +1,333+2.7% | Added |
| Kestra Advisory Services, LLC | 40,628 | $1.65M | 0.01% | +33,300+454.4% | Added |
| Amica Mutual Insurance Co | 40,680 | $1.66M | 0.18% | −15,685−27.8% | Reduced |
| CI Private Wealth, LLC | 40,930 | $1.67M | 0.00% | −3,167−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,004 | $1.67M | 0.00% | +10,331+33.7% | Added |
| Man Group plc | 41,069 | $1.67M | 0.00% | +41,069 | New |
| B. Metzler seel. Sohn & Co. AG | 42,334 | $1.72M | 0.02% | 00.0% | Unchanged |
| Korea Investment CORP | 43,039 | $1.75M | 0.00% | −3,716−7.9% | Reduced |
| Blair William & Co | 43,108 | $1.75M | 0.01% | +9,215+27.2% | Added |
| New Mexico Educational Retirement Board | 43,600 | $1.77M | 0.07% | +43,600 | New |
| Gotham Asset Management, LLC | 43,858 | $1.78M | 0.03% | −7,590−14.8% | Reduced |
| Mariner, LLC | 43,888 | $1.79M | 0.00% | −1,121−2.5% | Reduced |
| Allianz Asset Management GmbH | 46,370 | $1.89M | 0.00% | −620−1.3% | Reduced |
| IFM Investors Pty Ltd | 46,536 | $1.89M | 0.02% | −2,995−6.0% | Reduced |
| Mirabaud Asset Management Ltd | 46,824 | $1.91M | 0.82% | +46,824 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,768 | $1.94M | 0.01% | +47,768 | New |
| Ameritas Investment Partners, Inc. | 48,084 | $1.96M | 0.07% | +48,084 | New |
| Northwestern Mutual Investment Management Company, LLC | 48,159 | $1.96M | 0.05% | +48,159 | New |
| Tower Research Capital LLC (TRC) | 49,740 | $2.02M | 0.02% | +21,045+73.3% | Added |
| Forsta Ap-Fonden | 51,700 | $2.10M | 0.02% | −44,600−46.3% | Reduced |
| Diversified Trust Co | 51,847 | $2.11M | 0.07% | +51,847 | New |
| State of Michigan Retirement System | 51,900 | $2.11M | 0.01% | +51,900 | New |