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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 1,300 | $52.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,200 | $48.8K | 0.00% | +1,200 | New |
| Advisory Services Network, LLC | 1,168 | $47.5K | 0.00% | +1,168 | New |
| GWM Advisors LLC | 1,149 | $46.7K | 0.00% | −1,972−63.2% | Reduced |
| Bartlett & Co. LLC | 1,101 | $46.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,101 | $45.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,127 | $45.9K | 0.01% | −18−1.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,040 | $42.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $40.7K | 0.01% | −10−1.0% | Reduced |
| Washington Trust Co | 1,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,000 | $40.7K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 927 | $37.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 941 | $37.7K | 0.01% | +941 | New |
| Proequities, Inc. | 920 | $37.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 876 | $35.6K | 0.00% | −1,468−62.6% | Reduced |
| CVA Family Office, LLC | 865 | $35.2K | 0.01% | +865 | New |
| AdvisorNet Financial, Inc | 814 | $33.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 835 | $33.0K | 0.00% | +108+14.9% | Added |
| EntryPoint Capital, LLC | 722 | $29.4K | 0.03% | +722 | New |
| Benjamin Edwards Inc | 697 | $28.0K | 0.01% | +199+40.0% | Added |
| Farther Finance Advisors, LLC | 602 | $24.5K | 0.00% | +398+195.1% | Added |
| Quarry LP | 568 | $23.1K | 0.01% | +568 | New |
| Global Retirement Partners, LLC | 599 | $23.0K | 0.00% | +141+30.8% | Added |
| Castleview Partners, LLC | 432 | $17.6K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 412 | $16.8K | 0.00% | +412 | New |
| Cornerstone Planning Group LLC | 411 | $16.7K | 0.01% | −38−8.5% | Reduced |
| Principal Securities, Inc. | 348 | $14.2K | 0.00% | +348 | New |
| Evermay Wealth Management LLC | 308 | $12.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $12.2K | 0.00% | −55−15.5% | Reduced |
| TSFG, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 291 | $11.8K | 0.00% | +8+2.8% | Added |
| Covestor Ltd | 278 | $11.0K | 0.01% | −495−64.0% | Reduced |
| NBT Bank N A | 266 | $10.8K | 0.00% | +266 | New |
| Parallel Advisors, LLC | 255 | $10.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $10.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 305 | $10.0K | 0.00% | +187+158.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.01% | +238 | New |
| Glassman Wealth Services | 227 | $9.24K | 0.00% | +41+22.0% | Added |
| Glen Eagle Advisors, LLC | 200 | $8.14K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $8.14K | 0.00% | +200 | New |
| Bruce G. Allen Investments, LLC | 199 | $8.10K | 0.01% | +199 | New |
| Bell Investment Advisors, Inc | 182 | $7.41K | 0.00% | +35+23.8% | Added |
| Rakuten Investment Management, Inc. | 155 | $6.46K | 0.00% | +155 | New |
| First Horizon Advisors, Inc. | 156 | $6.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $5.70K | 0.00% | +140 | New |
| Beaird Harris Wealth Management, LLC | 131 | $5.33K | 0.00% | +131 | New |
| Harbour Investments, Inc. | 123 | $5.00K | 0.00% | +123 | New |
| Planning Capital Management Corp | 128 | $4.67K | 0.00% | +128 | New |
| Key Financial Inc | 112 | $4.57K | 0.00% | +112 | New |
| Newbridge Financial Services Group, Inc. | 100 | $4.07K | 0.00% | −200−66.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $4.07K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $3.83K | 0.00% | −3−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $3.26K | 0.00% | −27−25.2% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.25K | 0.00% | +80 | New |
| Colonial Trust Co | 77 | $3.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | −1−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 70 | $2.85K | 0.00% | −6,130−98.9% | Reduced |
| Private Wealth Management Group, LLC | 64 | $2.60K | 0.00% | +64 | New |
| Oliver Lagore Vanvalin Investment Group | 63 | $2.57K | 0.00% | +1+1.6% | Added |
| Lazard Asset Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $2.00K | 0.00% | +38 | New |
| Baystate Wealth Management LLC | 45 | $1.83K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 39 | $1.59K | 0.00% | −570−93.6% | Reduced |
| SJS Investment Consulting Inc. | 36 | $1.47K | 0.00% | −1−2.7% | Reduced |
| Quadrant Capital Group LLC | 24 | $977 | 0.00% | −14−36.8% | Reduced |
| Insight Financial Services | 22 | $908 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $814 | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 121 | $619 | 0.00% | +121 | New |
| Birchbrook, Inc. | 53 | $271 | 0.00% | +53 | New |
| Carmichael Hill & Associates, Inc. | 12 | $62 | 0.00% | +12 | New |
| 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 |