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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 271,128 | $11.0M | 0.05% | +271,128 | New |
| Channing Capital Management, LLC | 275,066 | $11.2M | 0.33% | +31,454+12.9% | Added |
| Royal Bank of Canada | 278,462 | $11.3M | 0.00% | −72,394−20.6% | Reduced |
| American International Group, Inc. | 292,367 | $11.9M | 0.05% | +290,588+16,334.3% | Added |
| Sargent Investment Group, LLC | 309,455 | $12.6M | 2.76% | −1,440−0.5% | Reduced |
| Alliancebernstein L.P. | 313,193 | $12.7M | 0.00% | +210,877+206.1% | Added |
| Millennium Management LLC | 317,864 | $12.9M | 0.01% | +214,782+208.4% | Added |
| Envestnet Asset Management Inc | 336,275 | $13.7M | 0.01% | +28,119+9.1% | Added |
| California State Teachers Retirement System | 339,052 | $13.8M | 0.02% | −12,927−3.7% | Reduced |
| First Trust Advisors LP | 360,454 | $14.7M | 0.02% | −487,752−57.5% | Reduced |
| Wells Fargo & Company | 360,644 | $14.7M | 0.00% | −12,836−3.4% | Reduced |
| California Public Employees Retirement System | 368,462 | $15.0M | 0.01% | −34,650−8.6% | Reduced |
| Oppenheimer & Co Inc | 379,119 | $15.4M | 0.28% | −9,592−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 380,392 | $15.5M | 0.07% | −7,269−1.9% | Reduced |
| Wafra Inc. | 431,780 | $17.6M | 1.03% | −510,303−54.2% | Reduced |
| Raymond James & Associates | 441,628 | $18.0M | 0.01% | −1,932−0.4% | Reduced |
| Sirios Capital Management L P | 446,736 | $18.2M | 3.71% | +31,407+7.6% | Added |
| Victory Capital Management Inc | 448,938 | $18.3M | 0.02% | +129,390+40.5% | Added |
| Walleye Capital LLC | 471,428 | $19.2M | 0.27% | −88,218−15.8% | Reduced |
| SeaTown Holdings Pte. Ltd. | 480,500 | $19.6M | 2.69% | −512,500−51.6% | Reduced |
| Partners Group Holding AG | 498,052 | $20.3M | 1.73% | +8,433+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 498,759 | $20.3M | 0.02% | −4,125−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 565,814 | $23.0M | 0.01% | +225,985+66.5% | Added |
| UBS Group AG | 575,014 | $23.4M | 0.01% | −60,237−9.5% | Reduced |
| Nuveen Asset Management, LLC | 576,657 | $23.5M | 0.01% | +8,621+1.5% | Added |
| Russell Investments Group, Ltd. | 614,131 | $25.0M | 0.04% | +49,988+8.9% | Added |
| Rhumbline Advisers | 617,014 | $25.1M | 0.03% | +377,309+157.4% | Added |
| Private Management Group Inc | 624,806 | $25.4M | 0.97% | −84,753−11.9% | Reduced |
| Worldquant Millennium Advisors LLC | 652,889 | $26.6M | 0.37% | +491,495+304.5% | Added |
| Polaris Capital Management, LLC | 659,800 | $26.8M | 1.30% | −13,600−2.0% | Reduced |
| Credit Suisse AG | 668,401 | $27.2M | 0.03% | −9,836−1.5% | Reduced |
| UBS Asset Management Americas Inc | 674,520 | $27.4M | 0.01% | +40,414+6.4% | Added |
| Alyeska Investment Group, L.P. | 701,494 | $28.5M | 0.19% | +701,494 | New |
| Price T Rowe Associates Inc | 759,498 | $30.9M | 0.00% | −1,658,596−68.6% | Reduced |
| Balyasny Asset Management LLC | 779,412 | $31.7M | 0.09% | −463,823−37.3% | Reduced |
| Principal Financial Group Inc | 794,438 | $32.3M | 0.02% | +777,863+4,693.0% | Added |
| Rockefeller Capital Management L.P. | 802,880 | $32.7M | 0.11% | −75,418−8.6% | Reduced |
| Holocene Advisors, LP | 802,959 | $32.7M | 0.13% | +539,009+204.2% | Added |
| Frontier Capital Management Co LLC | 820,615 | $33.4M | 0.34% | +578,142+238.4% | Added |
| Invesco Ltd. | 837,582 | $34.1M | 0.01% | +277,469+49.5% | Added |
| Deprince Race & Zollo Inc | 877,387 | $35.7M | 0.81% | −9,787−1.1% | Reduced |
| JPMorgan Chase & Co | 1,034,230 | $42.1M | 0.00% | +353,349+51.9% | Added |
| Barclays PLC | 1,255,554 | $51.1M | 0.03% | +776,842+162.3% | Added |
| Brown Advisory Inc | 1,274,167 | $51.8M | 0.07% | −153,655−10.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $54.0M | 0.59% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,389,670 | $56.5M | 0.01% | +61,782+4.7% | Added |
| Bank of America Corp | 1,397,163 | $56.9M | 0.01% | +17,040+1.2% | Added |
| LGT Capital Partners Ltd. | 1,420,500 | $57.8M | 1.72% | +20,500+1.5% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $61.0M | 2.96% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,705,540 | $69.4M | 0.15% | +966,456+130.8% | Added |
| Northern Trust Corp | 1,932,728 | $78.6M | 0.01% | +361,264+23.0% | Added |
| Bamco Inc | 1,947,402 | $79.2M | 0.21% | −68,928−3.4% | Reduced |
| Argent Capital Management LLC | 2,015,654 | $82.0M | 2.68% | −39,229−1.9% | Reduced |
| FMR LLC | 2,096,325 | $85.3M | 0.01% | −38,328−1.8% | Reduced |
| Dimensional Fund Advisors LP | 2,368,100 | $96.4M | 0.03% | +84,080+3.7% | Added |
| Goldman Sachs Group Inc | 2,593,761 | $105.5M | 0.02% | +1,712,133+194.2% | Added |
| Bank of New York Mellon Corp | 2,729,034 | $111.0M | 0.02% | +929,472+51.6% | Added |
| Norges Bank | 3,213,827 | $130.8M | 0.02% | −948,387−22.8% | Reduced |
| Ameriprise Financial Inc | 3,271,117 | $133.1M | 0.04% | −324,442−9.0% | Reduced |
| Geode Capital Management, LLC | 3,623,414 | $147.2M | 0.02% | +221,128+6.5% | Added |
| Legal & General Group Plc | 3,848,107 | $156.6M | 0.05% | +96,577+2.6% | Added |
| Beutel, Goodman & Co Ltd. | 4,319,731 | $175.8M | 0.93% | −15,590−0.4% | Reduced |
| Ariel Investments, LLC | 6,387,318 | $259.9M | 2.59% | +22,790+0.4% | Added |
| Alkeon Capital Management LLC | 7,896,041 | $321.3M | 2.11% | −3,534,809−30.9% | Reduced |
| State Street Corp | 7,906,299 | $321.7M | 0.02% | +2,636,979+50.0% | Added |
| Vulcan Value Partners, LLC | 8,435,231 | $343.0M | 5.03% | −1,377,948−14.0% | Reduced |
| William Blair Investment Management, LLC | 11,097,795 | $451.6M | 1.31% | +2,220,367+25.0% | Added |
| Morgan Stanley | 11,875,394 | $483.2M | 0.04% | −6,149,541−34.1% | Reduced |
| Capital World Investors | 19,973,331 | $812.7M | 0.14% | +3,3300.0% | Added |
| Vanguard Group Inc | 24,876,188 | $1.01B | 0.02% | +1,756,189+7.6% | Added |
| BlackRock Inc. | 31,155,048 | $1.27B | 0.03% | +9,465,008+43.6% | Added |
| Security Benefit Life Insurance Co | 0 | $0 | 0.00% | −2,617,691−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −552,989−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −192,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −161,996−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −89,203−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −78,546−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −77,993−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −72,936−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −32,167−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −23,950−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,907−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,520−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −8,350−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −8,141−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,643−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,893−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −167−100.0% | Sold out |