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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 126,625 | $5.15M | 0.01% | +3,503+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 123,591 | $5.03M | 0.04% | +90,764+276.5% | Added |
| KBC Group NV | 122,214 | $4.97M | 0.02% | −21,354−14.9% | Reduced |
| MetLife Investment Management | 121,957 | $4.96M | 0.04% | +117,774+2,815.5% | Added |
| State Board of Administration of Florida Retirement System | 120,758 | $4.91M | 0.01% | +67+0.1% | Added |
| State of New Jersey Common Pension Fund D | 114,534 | $4.66M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 111,957 | $4.56M | 0.05% | +86,914+347.1% | Added |
| State of Wisconsin Investment Board | 111,532 | $4.54M | 0.01% | −4,072−3.5% | Reduced |
| Prana Capital Management, LP | 108,023 | $4.40M | 0.26% | +108,023 | New |
| Compagnie Lombard Odier SCmA | 107,005 | $4.35M | 0.08% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 106,474 | $4.33M | 0.30% | +106,474 | New |
| Raymond James Financial Services Advisors, Inc. | 105,610 | $4.30M | 0.01% | −13,158−11.1% | Reduced |
| American Century Companies Inc | 105,556 | $4.30M | 0.00% | −43,327−29.1% | Reduced |
| Degroof Petercam Asset Management | 104,500 | $4.25M | 0.06% | +104,500 | New |
| Equitable Trust Co | 104,223 | $4.24M | 0.32% | −247−0.2% | Reduced |
| Yousif Capital Management, LLC | 103,313 | $4.20M | 0.05% | +103,313 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,438 | $4.12M | 0.01% | +20,846+24.6% | Added |
| STRS Ohio | 100,350 | $4.08M | 0.02% | −17,519−14.9% | Reduced |
| Stanley-Laman Group, Ltd. | 99,336 | $4.04M | 0.62% | −6,134−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 98,802 | $4.02M | 0.02% | +7,233+7.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,765 | $4.02M | 0.05% | −3,200−3.1% | Reduced |
| Royce & Associates LP | 97,269 | $3.96M | 0.04% | −110.0% | Reduced |
| AMG National Trust Bank | 97,133 | $3.95M | 0.12% | −354−0.4% | Reduced |
| Nwam LLC | 97,090 | $3.95M | 0.32% | −21,620−18.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,047 | $3.87M | 0.01% | +6,276+7.1% | Added |
| LPL Financial LLC | 94,414 | $3.84M | 0.00% | +12,907+15.8% | Added |
| Commonwealth Equity Services, LLC | 94,049 | $3.83M | 0.01% | −15,135−13.9% | Reduced |
| Nomura Holdings Inc | 93,706 | $3.81M | 0.03% | +93,706 | New |
| Treasurer of the State of North Carolina | 93,564 | $3.81M | 0.02% | +910+1.0% | Added |
| Texas Yale Capital Corp. | 85,484 | $3.48M | 0.17% | +5,545+6.9% | Added |
| Asset Management One Co.,Ltd. | 82,179 | $3.43M | 0.01% | −2,170−2.6% | Reduced |
| Teza Capital Management LLC | 81,545 | $3.32M | 0.55% | +81,545 | New |
| Janney Montgomery Scott LLC | 80,519 | $3.28M | 0.01% | −15,301−16.0% | Reduced |
| Stephens Inc | 79,567 | $3.24M | 0.06% | +2,700+3.5% | Added |
| Wolverine Trading, LLC | 78,211 | $3.18M | 0.02% | +67,872+656.5% | Added |
| Pictet Asset Management Holding SA | 78,017 | $3.17M | 0.00% | +9,429+13.7% | Added |
| Groupama Asset Managment | 76,896 | $3.13M | 0.08% | +76,896 | New |
| US Bancorp | 76,190 | $3.10M | 0.00% | −323−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,000 | $3.09M | 0.03% | +76,000 | New |
| Alaska Permanent Fund Corp | 75,071 | $3.05M | 0.05% | −2,529−3.3% | Reduced |
| Wellington Shields Capital Management, LLC | 74,420 | $3.03M | 0.38% | +5,845+8.5% | Added |
| Ensign Peak Advisors, Inc | 73,565 | $2.99M | 0.01% | +11,815+19.1% | Added |
| Sierra Capital LLC | 72,753 | $2.96M | 0.43% | −15,171−17.3% | Reduced |
| Standard Life Aberdeen plc | 72,456 | $2.95M | 0.01% | +36,760+103.0% | Added |
| Advisor Group Holdings, Inc. | 71,107 | $2.89M | 0.01% | −23,198−24.6% | Reduced |
| Citigroup Inc | 69,945 | $2.85M | 0.00% | −47,630−40.5% | Reduced |
| Bank of Nova Scotia | 69,931 | $2.85M | 0.01% | −128,428−64.7% | Reduced |
| Kames Capital plc | 69,159 | $2.81M | 0.04% | +69,159 | New |
| Mesirow Institutional Investment Management, Inc. | 68,761 | $2.80M | 0.26% | −8,591−11.1% | Reduced |
| HSBC Holdings PLC | 68,664 | $2.79M | 0.00% | −32,893−32.4% | Reduced |
| Coastal Bridge Advisors, LLC | 68,545 | $2.79M | 0.71% | −1,704−2.4% | Reduced |
| QRG Capital Management, Inc. | 66,395 | $2.70M | 0.04% | +3,758+6.0% | Added |
| Royal London Asset Management Ltd | 64,513 | $2.63M | 0.01% | +2,089+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 64,049 | $2.61M | 0.74% | −17,403−21.4% | Reduced |
| Mercer Global Advisors Inc | 62,476 | $2.54M | 0.01% | +3,293+5.6% | Added |
| Augustine Asset Management Inc | 61,747 | $2.51M | 1.11% | +2,931+5.0% | Added |
| Oregon Public Employees Retirement Fund | 60,923 | $2.48M | 0.04% | +60,923 | New |
| Louisiana State Employees Retirement System | 60,800 | $2.47M | 0.05% | +60,800 | New |
| Arizona State Retirement System | 59,358 | $2.42M | 0.02% | +82+0.1% | Added |
| Nomura Asset Management Co Ltd | 59,183 | $2.41M | 0.01% | −1,979−3.2% | Reduced |
| Neuberger Berman Group LLC | 57,199 | $2.33M | 0.00% | +4,374+8.3% | Added |
| Toronto Dominion Bank | 56,870 | $2.31M | 0.00% | −13,731−19.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 55,777 | $2.27M | 0.03% | +5,563+11.1% | Added |
| 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 |
| Hemington Wealth Management | 55,716 | $2.27M | 0.87% | −435−0.8% | Reduced |
| Twin Capital Management Inc | 55,322 | $2.25M | 0.29% | −1,288−2.3% | Reduced |
| Aviva PLC | 54,352 | $2.21M | 0.01% | +46,434+586.4% | Added |
| Cerity Partners LLC | 54,289 | $2.21M | 0.01% | +54,289 | New |
| Jefferies Financial Group Inc. | 53,990 | $2.20M | 0.03% | +26,835+98.8% | Added |
| Macquarie Group Ltd | 52,682 | $2.14M | 0.00% | −2,659−4.8% | Reduced |
| State of Michigan Retirement System | 51,900 | $2.11M | 0.01% | +51,900 | New |
| Diversified Trust Co | 51,847 | $2.11M | 0.07% | +51,847 | New |
| Forsta Ap-Fonden | 51,700 | $2.10M | 0.02% | −44,600−46.3% | Reduced |
| Tower Research Capital LLC (TRC) | 49,740 | $2.02M | 0.02% | +21,045+73.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,159 | $1.96M | 0.05% | +48,159 | New |
| Ameritas Investment Partners, Inc. | 48,084 | $1.96M | 0.07% | +48,084 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,768 | $1.94M | 0.01% | +47,768 | New |
| Mirabaud Asset Management Ltd | 46,824 | $1.91M | 0.82% | +46,824 | New |
| IFM Investors Pty Ltd | 46,536 | $1.89M | 0.02% | −2,995−6.0% | Reduced |
| Allianz Asset Management GmbH | 46,370 | $1.89M | 0.00% | −620−1.3% | Reduced |
| Mariner, LLC | 43,888 | $1.79M | 0.00% | −1,121−2.5% | Reduced |
| Gotham Asset Management, LLC | 43,858 | $1.78M | 0.03% | −7,590−14.8% | Reduced |
| New Mexico Educational Retirement Board | 43,600 | $1.77M | 0.07% | +43,600 | New |
| Blair William & Co | 43,108 | $1.75M | 0.01% | +9,215+27.2% | Added |
| Korea Investment CORP | 43,039 | $1.75M | 0.00% | −3,716−7.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 42,334 | $1.72M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 41,069 | $1.67M | 0.00% | +41,069 | New |
| Northwestern Mutual Wealth Management Co | 41,004 | $1.67M | 0.00% | +10,331+33.7% | Added |
| CI Private Wealth, LLC | 40,930 | $1.67M | 0.00% | −3,167−7.2% | Reduced |
| Amica Mutual Insurance Co | 40,680 | $1.66M | 0.18% | −15,685−27.8% | Reduced |
| Kestra Advisory Services, LLC | 40,628 | $1.65M | 0.01% | +33,300+454.4% | Added |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.77% | +1,333+2.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,965 | $1.59M | 0.15% | +13,884+55.4% | Added |
| Bokf, NA | 38,668 | $1.57M | 0.03% | −2,812−6.8% | Reduced |
| GFG Capital, LLC | 38,210 | $1.55M | 0.42% | −558−1.4% | Reduced |
| HighTower Advisors, LLC | 38,133 | $1.55M | 0.00% | +756+2.0% | Added |
| Moody National Bank Trust Division | 37,479 | $1.53M | 0.12% | −20,585−35.5% | Reduced |
| Achmea Investment Management B.V. | 36,604 | $1.49M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,500 | $1.49M | 0.02% | +200+0.6% | Added |