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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 52,682 | $2.14M | 0.00% | −2,659−4.8% | Reduced |
| Jefferies Financial Group Inc. | 53,990 | $2.20M | 0.03% | +26,835+98.8% | Added |
| Cerity Partners LLC | 54,289 | $2.21M | 0.01% | +54,289 | New |
| Aviva PLC | 54,352 | $2.21M | 0.01% | +46,434+586.4% | Added |
| Twin Capital Management Inc | 55,322 | $2.25M | 0.29% | −1,288−2.3% | Reduced |
| Hemington Wealth Management | 55,716 | $2.27M | 0.87% | −435−0.8% | Reduced |
| Sawtooth Solutions, LLC | 55,766 | $2.27M | 0.06% | −817−1.4% | Reduced |
| Bleakley Financial Group, LLC | 55,766 | $2.27M | 0.07% | −817−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 55,777 | $2.27M | 0.03% | +5,563+11.1% | Added |
| Toronto Dominion Bank | 56,870 | $2.31M | 0.00% | −13,731−19.4% | Reduced |
| Neuberger Berman Group LLC | 57,199 | $2.33M | 0.00% | +4,374+8.3% | Added |
| Nomura Asset Management Co Ltd | 59,183 | $2.41M | 0.01% | −1,979−3.2% | Reduced |
| Arizona State Retirement System | 59,358 | $2.42M | 0.02% | +82+0.1% | Added |
| Louisiana State Employees Retirement System | 60,800 | $2.47M | 0.05% | +60,800 | New |
| Oregon Public Employees Retirement Fund | 60,923 | $2.48M | 0.04% | +60,923 | New |
| Augustine Asset Management Inc | 61,747 | $2.51M | 1.11% | +2,931+5.0% | Added |
| Mercer Global Advisors Inc | 62,476 | $2.54M | 0.01% | +3,293+5.6% | Added |
| Legacy Capital Wealth Partners, LLC | 64,049 | $2.61M | 0.74% | −17,403−21.4% | Reduced |
| Royal London Asset Management Ltd | 64,513 | $2.63M | 0.01% | +2,089+3.3% | Added |
| QRG Capital Management, Inc. | 66,395 | $2.70M | 0.04% | +3,758+6.0% | Added |
| Coastal Bridge Advisors, LLC | 68,545 | $2.79M | 0.71% | −1,704−2.4% | Reduced |
| HSBC Holdings PLC | 68,664 | $2.79M | 0.00% | −32,893−32.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 68,761 | $2.80M | 0.26% | −8,591−11.1% | Reduced |
| Kames Capital plc | 69,159 | $2.81M | 0.04% | +69,159 | New |
| Bank of Nova Scotia | 69,931 | $2.85M | 0.01% | −128,428−64.7% | Reduced |
| Citigroup Inc | 69,945 | $2.85M | 0.00% | −47,630−40.5% | Reduced |
| Advisor Group Holdings, Inc. | 71,107 | $2.89M | 0.01% | −23,198−24.6% | Reduced |
| Standard Life Aberdeen plc | 72,456 | $2.95M | 0.01% | +36,760+103.0% | Added |
| Sierra Capital LLC | 72,753 | $2.96M | 0.43% | −15,171−17.3% | Reduced |
| Ensign Peak Advisors, Inc | 73,565 | $2.99M | 0.01% | +11,815+19.1% | Added |
| Wellington Shields Capital Management, LLC | 74,420 | $3.03M | 0.38% | +5,845+8.5% | Added |
| Alaska Permanent Fund Corp | 75,071 | $3.05M | 0.05% | −2,529−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,000 | $3.09M | 0.03% | +76,000 | New |
| US Bancorp | 76,190 | $3.10M | 0.00% | −323−0.4% | Reduced |
| Groupama Asset Managment | 76,896 | $3.13M | 0.08% | +76,896 | New |
| Pictet Asset Management Holding SA | 78,017 | $3.17M | 0.00% | +9,429+13.7% | Added |
| Wolverine Trading, LLC | 78,211 | $3.18M | 0.02% | +67,872+656.5% | Added |
| Stephens Inc | 79,567 | $3.24M | 0.06% | +2,700+3.5% | Added |
| Janney Montgomery Scott LLC | 80,519 | $3.28M | 0.01% | −15,301−16.0% | Reduced |
| Teza Capital Management LLC | 81,545 | $3.32M | 0.55% | +81,545 | New |
| Asset Management One Co.,Ltd. | 82,179 | $3.43M | 0.01% | −2,170−2.6% | Reduced |
| Texas Yale Capital Corp. | 85,484 | $3.48M | 0.17% | +5,545+6.9% | Added |
| Treasurer of the State of North Carolina | 93,564 | $3.81M | 0.02% | +910+1.0% | Added |
| Nomura Holdings Inc | 93,706 | $3.81M | 0.03% | +93,706 | New |
| Commonwealth Equity Services, LLC | 94,049 | $3.83M | 0.01% | −15,135−13.9% | Reduced |
| LPL Financial LLC | 94,414 | $3.84M | 0.00% | +12,907+15.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,047 | $3.87M | 0.01% | +6,276+7.1% | Added |
| Nwam LLC | 97,090 | $3.95M | 0.32% | −21,620−18.2% | Reduced |
| AMG National Trust Bank | 97,133 | $3.95M | 0.12% | −354−0.4% | Reduced |
| Royce & Associates LP | 97,269 | $3.96M | 0.04% | −110.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,765 | $4.02M | 0.05% | −3,200−3.1% | Reduced |
| Public Employees Retirement System of Ohio | 98,802 | $4.02M | 0.02% | +7,233+7.9% | Added |
| Stanley-Laman Group, Ltd. | 99,336 | $4.04M | 0.62% | −6,134−5.8% | Reduced |
| STRS Ohio | 100,350 | $4.08M | 0.02% | −17,519−14.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,438 | $4.12M | 0.01% | +20,846+24.6% | Added |
| Yousif Capital Management, LLC | 103,313 | $4.20M | 0.05% | +103,313 | New |
| Equitable Trust Co | 104,223 | $4.24M | 0.32% | −247−0.2% | Reduced |
| Degroof Petercam Asset Management | 104,500 | $4.25M | 0.06% | +104,500 | New |
| American Century Companies Inc | 105,556 | $4.30M | 0.00% | −43,327−29.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 105,610 | $4.30M | 0.01% | −13,158−11.1% | Reduced |
| Cinctive Capital Management LP | 106,474 | $4.33M | 0.30% | +106,474 | New |
| Compagnie Lombard Odier SCmA | 107,005 | $4.35M | 0.08% | 00.0% | Unchanged |
| Prana Capital Management, LP | 108,023 | $4.40M | 0.26% | +108,023 | New |
| State of Wisconsin Investment Board | 111,532 | $4.54M | 0.01% | −4,072−3.5% | Reduced |
| SG Americas Securities, LLC | 111,957 | $4.56M | 0.05% | +86,914+347.1% | Added |
| State of New Jersey Common Pension Fund D | 114,534 | $4.66M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 120,758 | $4.91M | 0.01% | +67+0.1% | Added |
| MetLife Investment Management | 121,957 | $4.96M | 0.04% | +117,774+2,815.5% | Added |
| KBC Group NV | 122,214 | $4.97M | 0.02% | −21,354−14.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 123,591 | $5.03M | 0.04% | +90,764+276.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 126,625 | $5.15M | 0.01% | +3,503+2.8% | Added |
| Storebrand Asset Management AS | 127,061 | $5.17M | 0.02% | +122,724+2,829.7% | Added |
| Comerica Bank | 127,609 | $5.19M | 0.02% | +87,142+215.3% | Added |
| SOL Capital Management CO | 130,330 | $5.30M | 0.72% | −8,150−5.9% | Reduced |
| Mutual of America Capital Management LLC | 132,953 | $5.41M | 0.06% | +132,953 | New |
| Amalgamated Bank | 143,982 | $5.86M | 0.05% | +109,621+319.0% | Added |
| Robeco Institutional Asset Management B.V. | 145,903 | $5.94M | 0.01% | −65,572−31.0% | Reduced |
| TD Asset Management Inc | 154,555 | $6.29M | 0.01% | +3,630+2.4% | Added |
| Power Corp of Canada | 157,277 | $6.40M | 0.66% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 159,253 | $6.48M | 0.02% | +159,253 | New |
| City of London Investment Management Co Ltd | 162,315 | $6.60M | 0.54% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 165,800 | $6.75M | 3.73% | +225+0.1% | Added |
| Susquehanna International Group, LLP | 172,868 | $7.03M | 0.01% | +172,868 | New |
| Brandywine Global Investment Management, LLC | 173,668 | $7.07M | 0.06% | −11,279−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 175,594 | $7.15M | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 177,321 | $7.22M | 0.03% | +52,440+42.0% | Added |
| Texas Permanent School Fund | 186,981 | $7.61M | 0.07% | +186,981 | New |
| Assetmark, Inc | 192,727 | $7.84M | 0.03% | +55,222+40.2% | Added |
| DnB Asset Management AS | 199,118 | $8.10M | 0.04% | −19,555−8.9% | Reduced |
| Sit Investment Associates Inc | 199,380 | $8.11M | 0.20% | −74,885−27.3% | Reduced |
| Bessemer Group Inc | 200,000 | $8.14M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 203,840 | $8.29M | 0.01% | +60,173+41.9% | Added |
| Jane Street Group, LLC | 206,098 | $8.39M | 0.01% | −7,842−3.7% | Reduced |
| Andra AP-fonden | 208,800 | $8.50M | 0.45% | −25,000−10.7% | Reduced |
| Amundi | 251,972 | $9.89M | 0.00% | +76,164+43.3% | Added |
| National Bank of Canada | 254,424 | $10.0M | 0.02% | −851,160−77.0% | Reduced |
| Great West Life Assurance Co | 249,031 | $10.1M | 0.02% | +35,446+16.6% | Added |
| Deutsche Bank AG | 250,762 | $10.2M | 0.01% | +5,705+2.3% | Added |
| New York State Common Retirement Fund | 264,248 | $10.8M | 0.01% | −14,688−5.3% | Reduced |
| Bank of Montreal | 258,701 | $10.8M | 0.01% | −41,121−13.7% | Reduced |