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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 11,980 | $487.5K | 0.13% | +11,980 | New |
| Guinness Asset Management LTD | 11,956 | $486.5K | 0.01% | +1,888+18.8% | Added |
| Pathstone Holdings, LLC | 11,923 | $485.1K | 0.00% | +11,923 | New |
| McGowan Group Asset Management, Inc. | 11,803 | $480.3K | 0.08% | −496−4.0% | Reduced |
| ProShare Advisors LLC | 11,386 | $463.3K | 0.00% | +11,386 | New |
| Glenmede Trust Co NA | 11,331 | $461.1K | 0.00% | +200+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,205 | $456.0K | 0.01% | +10,730+2,258.9% | Added |
| Retirement Planning Co of New England, Inc. | 11,043 | $449.3K | 0.20% | +2,273+25.9% | Added |
| JustInvest LLC | 10,897 | $443.4K | 0.01% | +2,980+37.6% | Added |
| North Star Investment Management Corp. | 10,879 | $442.7K | 0.03% | +48+0.4% | Added |
| Kovack Advisors, Inc. | 10,854 | $441.6K | 0.05% | −82−0.7% | Reduced |
| Qsemble Capital Management, LP | 10,847 | $441.4K | 0.11% | −12,953−54.4% | Reduced |
| PFG Investments, LLC | 10,727 | $436.5K | 0.08% | +837+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 10,700 | $435.4K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 10,600 | $431.3K | 0.45% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,314 | $419.7K | 0.00% | +546+5.6% | Added |
| Capula Management Ltd | 10,200 | $415.0K | 0.03% | −4,900−32.5% | Reduced |
| TD Private Client Wealth LLC | 10,179 | $414.2K | 0.01% | −169−1.6% | Reduced |
| FFT Wealth Management LLC | 10,075 | $410.0K | 0.04% | +922+10.1% | Added |
| Teramo Advisors, LLC | 10,000 | $406.9K | 0.22% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 10,000 | $406.9K | 0.05% | +10,000 | New |
| Teacher Retirement System of Texas | 9,988 | $406.0K | 0.00% | −6,809−40.5% | Reduced |
| Cresset Asset Management, LLC | 9,527 | $387.7K | 0.00% | +2,801+41.6% | Added |
| Fort Sheridan Advisors LLC | 9,500 | $386.6K | 0.08% | 00.0% | Unchanged |
| Slow Capital, Inc. | 9,432 | $383.8K | 0.07% | −598−6.0% | Reduced |
| Glenview Trust Co | 9,414 | $383.1K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 9,309 | $378.8K | 0.01% | +9,309 | New |
| Sigma Planning Corp | 9,205 | $374.6K | 0.03% | −35,188−79.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,175 | $373.3K | 0.02% | +385+4.4% | Added |
| Triangle Securities Wealth Management | 9,170 | $373.1K | 0.12% | +1,100+13.6% | Added |
| Dynamic Technology Lab Private Ltd | 9,095 | $370.0K | 0.04% | +9,095 | New |
| E&G Advisors, LP | 8,731 | $355.3K | 0.13% | +131+1.5% | Added |
| Cetera Investment Advisers | 8,558 | $348.2K | 0.00% | −1,919−18.3% | Reduced |
| Ethic Inc. | 8,440 | $343.4K | 0.01% | −11,892−58.5% | Reduced |
| Fiduciary Group LLC | 8,400 | $341.8K | 0.04% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,200 | $333.7K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,031 | $326.8K | 0.03% | +1,000+14.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,852 | $319.5K | 0.00% | +782+11.1% | Added |
| Visionary Wealth Advisors | 7,845 | $319.2K | 0.02% | −45−0.6% | Reduced |
| NewEdge Wealth, LLC | 7,813 | $317.9K | 0.01% | −44−0.6% | Reduced |
| Moors & Cabot, Inc. | 7,778 | $316.5K | 0.02% | −800−9.3% | Reduced |
| Lake Street Advisors Group, LLC | 7,700 | $313.3K | 0.02% | +7,700 | New |
| Moneta Group Investment Advisors LLC | 7,554 | $307.4K | 0.01% | +7,554 | New |
| EdgeRock Capital LLC | 7,491 | $306.8K | 0.22% | 00.0% | Unchanged |
| Ossiam | 7,328 | $298.2K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,255 | $295.2K | 0.19% | +7,255 | New |
| Fort Point Capital Partners LLC | 7,250 | $295.0K | 0.05% | −550−7.1% | Reduced |
| Enterprise Financial Services Corp | 7,192 | $292.6K | 0.18% | −120−1.6% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $287.1K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $286.0K | 0.04% | +7,029 | New |
| Colony Group, LLC | 6,778 | $276.0K | 0.00% | +6,778 | New |
| KRS Capital Management, LLC | 6,780 | $275.9K | 0.26% | −170−2.4% | Reduced |
| CIBC Asset Management Inc | 6,727 | $273.7K | 0.00% | −571−7.8% | Reduced |
| Park Avenue Securities LLC | 6,541 | $266.0K | 0.00% | +6,541 | New |
| Northeast Investment Management | 6,500 | $264.5K | 0.01% | +6,500 | New |
| Profund Advisors LLC | 6,496 | $264.3K | 0.01% | +6,496 | New |
| BFSG, LLC | 6,330 | $257.6K | 0.04% | −480−7.0% | Reduced |
| DMG Group, LLC | 6,304 | $256.5K | 0.24% | +6,304 | New |
| Landscape Capital Management, L.L.C. | 6,168 | $251.0K | 0.02% | +6,168 | New |
| Spirit of America Management Corp | 6,050 | $246.2K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,017 | $244.8K | 0.00% | +6,017 | New |
| Duality Advisers, LP | 6,011 | $244.6K | 0.03% | +6,011 | New |
| Harbor Investment Advisory, LLC | 6,000 | $244.1K | 0.03% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 5,950 | $242.1K | 0.03% | +5,950 | New |
| Private Advisor Group, LLC | 5,914 | $240.6K | 0.00% | +5,914 | New |
| M&T Bank Corp | 5,773 | $234.9K | 0.00% | −2,158−27.2% | Reduced |
| Highlander Capital Management, LLC | 5,765 | $234.6K | 0.08% | −350−5.7% | Reduced |
| Two Sigma Securities, LLC | 5,694 | $231.7K | 0.01% | +5,694 | New |
| Williams Jones Wealth Management, LLC. | 5,620 | $228.7K | 0.00% | +5,620 | New |
| Westbourne Investment Advisors, Inc. | 5,500 | $224.0K | 0.09% | +5,500 | New |
| Leonteq Securities AG | 5,370 | $218.5K | 0.03% | −2,123−28.3% | Reduced |
| Dynamic Advisor Solutions LLC | 5,423 | $213.3K | 0.01% | +5,423 | New |
| Wellington Management Group LLP | 5,224 | $212.6K | 0.00% | +5,224 | New |
| Abel Hall, LLC | 5,187 | $211.1K | 0.18% | +5,187 | New |
| Regatta Capital Group, LLC | 5,144 | $209.3K | 0.06% | +5,144 | New |
| Symmetry Partners, LLC | 4,972 | $207.0K | 0.01% | +4,972 | New |
| Mission Wealth Management, LP | 5,014 | $204.0K | 0.01% | +5,014 | New |
| Investment Management Corp of Ontario | 5,009 | $203.8K | 0.00% | +5,009 | New |
| Spire Wealth Management | 5,095 | $202.4K | 0.01% | −60−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 4,965 | $202.0K | 0.02% | +4,965 | New |
| Umb Bank N A | 4,827 | $196.4K | 0.00% | −1,100−18.6% | Reduced |
| Vestcor Inc | 4,596 | $187.0K | 0.01% | −88−1.9% | Reduced |
| Ci Investments Inc. | 3,993 | $162.0K | 0.00% | −153−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,857 | $116.3K | 0.01% | +1,914+203.0% | Added |
| Ramirez Asset Management, Inc. | 2,800 | $113.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,731 | $111.0K | 0.00% | −4,720−63.3% | Reduced |
| Sandy Spring Bank | 2,690 | $108.0K | 0.01% | +42+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,547 | $103.6K | 0.00% | −480−15.9% | Reduced |
| Wellington Shields & Co., LLC | 2,528 | $102.8K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,191 | $89.2K | 0.00% | +446+25.6% | Added |
| Larson Financial Group LLC | 2,155 | $87.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,134 | $87.0K | 0.05% | +23+1.1% | Added |
| Western Pacific Wealth Management, LP | 2,134 | $86.8K | 0.06% | +391+22.4% | Added |
| Focused Wealth Management, Inc | 2,092 | $85.1K | 0.01% | +6+0.3% | Added |
| Concord Wealth Partners | 2,000 | $81.4K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,672 | $68.0K | 0.01% | +7+0.4% | Added |
| Desjardins Global Asset Management Inc. | 1,605 | $65.3K | 0.01% | +22+1.4% | Added |
| Bogart Wealth, LLC | 1,544 | $62.8K | 0.00% | −53−3.3% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $57.0K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,382 | $56.2K | 0.02% | +1,382 | New |