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, Q1 2024
Institutional positions in Carlyle Group Inc. as of Mar 31, 2024. 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
- 518
- +51 vs. Q4 2023
- Shares held
- 209.4M
- −3.57M (−1.7%) vs. Q4 2023
- Total value
- $9.81B
- +$1.15B (+13.3%) vs. Q4 2023
- New holders
- 89
- 183 more added
- Sold out
- 38
- 158 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,369,242 | $1.10B | 0.03% | −7,785,806−25.0% | Reduced |
| Vanguard Group Inc | 23,333,416 | $1.09B | 0.02% | −1,542,772−6.2% | Reduced |
| Capital World Investors | 20,053,012 | $940.7M | 0.16% | +79,681+0.4% | Added |
| Morgan Stanley | 13,249,966 | $621.6M | 0.05% | +1,374,572+11.6% | Added |
| William Blair Investment Management, LLC | 11,819,403 | $554.4M | 1.43% | +721,608+6.5% | Added |
| Alkeon Capital Management LLC | 8,646,041 | $405.6M | 2.23% | +750,000+9.5% | Added |
| State Street Corp | 8,072,108 | $378.7M | 0.02% | +165,809+2.1% | Added |
| Vulcan Value Partners, LLC | 7,792,628 | $365.4M | 5.31% | −642,603−7.6% | Reduced |
| Ariel Investments, LLC | 4,882,920 | $229.1M | 2.25% | −1,504,398−23.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,316,819 | $202.5M | 1.04% | −2,912−0.1% | Reduced |
| Legal & General Group Plc | 3,888,911 | $182.4M | 0.05% | +40,804+1.1% | Added |
| Geode Capital Management, LLC | 3,781,262 | $177.1M | 0.02% | +157,848+4.4% | Added |
| Norges Bank | 3,378,695 | $158.5M | 0.03% | +164,868+5.1% | Added |
| Ameriprise Financial Inc | 3,057,740 | $143.4M | 0.04% | −213,377−6.5% | Reduced |
| Capital International Investors | 3,037,959 | $142.5M | 0.03% | +3,037,959 | New |
| Bank of New York Mellon Corp | 2,672,208 | $125.4M | 0.02% | −56,826−2.1% | Reduced |
| FMR LLC | 2,491,590 | $116.9M | 0.01% | +395,265+18.9% | Added |
| Boston Partners | 2,326,293 | $109.1M | 0.13% | +2,326,293 | New |
| Dimensional Fund Advisors LP | 2,129,054 | $99.9M | 0.03% | −239,046−10.1% | Reduced |
| Argent Capital Management LLC | 2,084,751 | $97.8M | 2.85% | +69,097+3.4% | Added |
| Frontier Capital Management Co LLC | 2,014,484 | $94.5M | 0.88% | +1,193,869+145.5% | Added |
| Bamco Inc | 1,944,402 | $91.2M | 0.24% | −3,000−0.2% | Reduced |
| Northern Trust Corp | 1,806,058 | $84.7M | 0.01% | −126,670−6.6% | Reduced |
| Eagle Asset Management Inc | 1,777,906 | $82.5M | 0.42% | +1,777,906 | New |
| Thrivent Financial for Lutherans | 1,655,400 | $77.7M | 0.16% | −50,140−2.9% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $70.4M | 3.09% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,406,597 | $66.0M | 0.02% | +16,927+1.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $62.2M | 0.61% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,258,542 | $59.0M | 0.08% | −15,625−1.2% | Reduced |
| JPMorgan Chase & Co | 1,164,142 | $54.6M | 0.00% | +129,912+12.6% | Added |
| Principal Financial Group Inc | 907,113 | $42.6M | 0.03% | +112,675+14.2% | Added |
| Bank of America Corp | 843,902 | $39.6M | 0.00% | −553,261−39.6% | Reduced |
| Barclays PLC | 822,869 | $38.6M | 0.02% | −432,685−34.5% | Reduced |
| LGT Capital Partners Ltd. | 822,000 | $38.6M | 1.21% | −598,500−42.1% | Reduced |
| Point72 Asset Management, L.P. | 813,481 | $38.2M | 0.11% | +813,481 | New |
| Polaris Capital Management, LLC | 797,200 | $37.4M | 1.86% | +137,400+20.8% | Added |
| Goldman Sachs Group Inc | 796,205 | $37.3M | 0.01% | −1,797,556−69.3% | Reduced |
| Rockefeller Capital Management L.P. | 762,723 | $35.8M | 0.10% | −40,157−5.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 708,657 | $33.2M | 0.08% | +708,657 | New |
| Credit Suisse AG | 682,525 | $32.0M | 0.03% | +14,124+2.1% | Added |
| UBS Asset Management Americas Inc | 671,580 | $31.5M | 0.01% | −2,940−0.4% | Reduced |
| Russell Investments Group, Ltd. | 654,079 | $30.7M | 0.05% | +39,948+6.5% | Added |
| Deprince Race & Zollo Inc | 632,459 | $29.7M | 0.64% | −244,928−27.9% | Reduced |
| Rhumbline Advisers | 621,657 | $29.2M | 0.03% | +4,643+0.8% | Added |
| Invesco Ltd. | 608,098 | $28.5M | 0.01% | −229,484−27.4% | Reduced |
| Private Management Group Inc | 606,656 | $28.5M | 1.08% | −18,150−2.9% | Reduced |
| UBS Group AG | 604,005 | $28.3M | 0.01% | +28,991+5.0% | Added |
| Manufacturers Life Insurance Company, The | 563,291 | $26.4M | 0.02% | −2,523−0.4% | Reduced |
| Nuveen Asset Management, LLC | 541,550 | $25.4M | 0.01% | −35,107−6.1% | Reduced |
| Raymond James & Associates | 517,276 | $24.3M | 0.02% | +75,648+17.1% | Added |
| Prana Capital Management, LP | 504,780 | $23.7M | 1.06% | +396,757+367.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 503,525 | $23.6M | 0.02% | +4,766+1.0% | Added |
| Canada Pension Plan Investment Board | 500,000 | $23.5M | 0.02% | +500,000 | New |
| SpiderRock Advisors, LLC | 500,040 | $22.5M | 0.73% | +500,040 | New |
| Sirios Capital Management L P | 456,797 | $21.4M | 4.04% | +10,061+2.3% | Added |
| Partners Group Holding AG | 438,000 | $20.5M | 1.87% | −60,052−12.1% | Reduced |
| Wells Fargo & Company | 437,906 | $20.5M | 0.01% | +77,262+21.4% | Added |
| Wafra Inc. | 431,780 | $20.3M | 1.06% | 00.0% | Unchanged |
| Amundi | 451,255 | $19.7M | 0.01% | +199,283+79.1% | Added |
| Envestnet Asset Management Inc | 396,320 | $18.6M | 0.01% | +60,045+17.9% | Added |
| Oppenheimer & Co Inc | 394,644 | $18.5M | 0.31% | +15,525+4.1% | Added |
| National Bank of Canada | 404,036 | $17.2M | 0.03% | +149,612+58.8% | Added |
| California Public Employees Retirement System | 364,700 | $17.1M | 0.01% | −3,762−1.0% | Reduced |
| Royal Bank of Canada | 353,964 | $16.6M | 0.00% | +75,502+27.1% | Added |
| California State Teachers Retirement System | 341,394 | $16.0M | 0.02% | +2,342+0.7% | Added |
| Millennium Management LLC | 326,588 | $15.3M | 0.01% | +8,724+2.7% | Added |
| Cinctive Capital Management LP | 318,913 | $15.0M | 0.77% | +212,439+199.5% | Added |
| Worldquant Millennium Advisors LLC | 317,190 | $14.9M | 0.18% | −335,699−51.4% | Reduced |
| Alliancebernstein L.P. | 313,425 | $14.7M | 0.01% | +232+0.1% | Added |
| Sargent Investment Group, LLC | 290,235 | $13.6M | 2.99% | −19,220−6.2% | Reduced |
| American International Group, Inc. | 286,508 | $13.4M | 0.05% | −5,859−2.0% | Reduced |
| Channing Capital Management, LLC | 275,066 | $12.9M | 0.35% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 271,841 | $12.8M | 0.05% | +713+0.3% | Added |
| Great West Life Assurance Co | 249,331 | $11.7M | 0.02% | +300+0.1% | Added |
| Bank of Montreal | 243,341 | $11.4M | 0.01% | −15,360−5.9% | Reduced |
| Assetmark, Inc | 242,540 | $11.4M | 0.04% | +49,813+25.8% | Added |
| DnB Asset Management AS | 239,897 | $11.3M | 0.06% | +40,779+20.5% | Added |
| Commonwealth Equity Services, LLC | 237,285 | $11.1M | 0.02% | +143,236+152.3% | Added |
| HSBC Holdings PLC | 232,167 | $10.9M | 0.01% | +163,503+238.1% | Added |
| Deutsche Bank AG | 217,497 | $10.2M | 0.00% | −33,265−13.3% | Reduced |
| Stifel Financial Corp | 208,990 | $9.80M | 0.01% | +5,150+2.5% | Added |
| Sit Investment Associates Inc | 207,930 | $9.75M | 0.22% | +8,550+4.3% | Added |
| Walleye Capital LLC | 203,161 | $9.53M | 0.10% | −268,267−56.9% | Reduced |
| New York State Common Retirement Fund | 202,300 | $9.49M | 0.01% | −61,948−23.4% | Reduced |
| Sienna Gestion | 201,805 | $9.47M | 0.87% | +201,805 | New |
| Bessemer Group Inc | 200,097 | $9.39M | 0.02% | +970.0% | Added |
| First Trust Advisors LP | 193,709 | $9.09M | 0.01% | −166,745−46.3% | Reduced |
| Texas Permanent School Fund | 189,459 | $8.89M | 0.07% | +2,478+1.3% | Added |
| Comerica Bank | 184,420 | $8.65M | 0.04% | +56,811+44.5% | Added |
| Natixis Advisors, L.P. | 178,002 | $8.35M | 0.02% | +18,749+11.8% | Added |
| Brandywine Global Investment Management, LLC | 171,468 | $8.04M | 0.06% | −2,200−1.3% | Reduced |
| Gator Capital Management, LLC | 165,800 | $7.78M | 4.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 162,930 | $7.64M | 0.01% | −43,168−20.9% | Reduced |
| Jessup Wealth Management, Inc | 162,670 | $7.63M | 3.27% | +162,670 | New |
| City of London Investment Management Co Ltd | 162,315 | $7.61M | 0.63% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 159,894 | $7.50M | 0.04% | −15,700−8.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 157,908 | $7.41M | 0.02% | +12,005+8.2% | Added |
| TD Asset Management Inc | 151,406 | $7.10M | 0.01% | −3,149−2.0% | Reduced |
| Qube Research & Technologies Ltd | 141,410 | $6.63M | 0.01% | +141,410 | New |
| Assenagon Asset Management S.A. | 137,311 | $6.44M | 0.02% | +117,941+608.9% | Added |