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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

Q1 2024 vs. Q4 2023

How the institutions holding Carlyle Group Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CG: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4714518+51
Shares213.0M58.5K209.4M−3.57M (−1.7%)
Value$8.67B$2.38M$9.81B+$1.15B (+13.3%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Carlyle Group Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CG in Q1 2024
InstitutionSharesValue% of portfolio
Capital International Investors3,037,959$142.5M0.03%
Boston Partners2,326,293$109.1M0.13%
Eagle Asset Management Inc1,777,906$82.5M0.42%
Point72 Asset Management, L.P.813,481$38.2M0.11%
Caisse de Depot Et Placement du Quebec708,657$33.2M0.08%
Canada Pension Plan Investment Board500,000$23.5M0.02%
SpiderRock Advisors, LLC500,040$22.5M0.73%
Sienna Gestion201,805$9.47M0.87%
Jessup Wealth Management, Inc162,670$7.63M3.27%
Qube Research & Technologies Ltd141,410$6.63M0.01%
Winslow Asset Management Inc116,675$5.47M1.03%
Point72 Europe (London) LLP113,400$5.32M0.50%
Phase 2 Partners, LLC107,830$5.06M2.64%
Eisler Capital (UK) Ltd.87,027$4.08M0.51%
Integrated Advisors Network LLC79,281$3.72M0.19%
HRT Financial LP75,347$3.53M0.02%
Twinbeech Capital LP75,204$3.53M0.07%
Danske Bank A/S72,303$3.39M0.01%
Resona Asset Management Co.,Ltd.70,413$3.30M0.02%
Capital Group Private Client Services, Inc.64,391$3.02M0.03%
State of Tennessee, Treasury Department43,900$2.06M0.01%
Caxton Associates LP42,799$2.01M0.14%
Deroy & Devereaux Private Investment Counsel Inc42,385$1.99M0.12%
Simplicity Wealth,LLC42,334$1.99M0.05%
Bayesian Capital Management, LP25,876$1.21M0.12%
XTX Topco Ltd25,208$1.18M0.16%
FJ Capital Management LLC24,849$1.17M0.12%
Group One Trading, L.P.20,657$969.0K0.03%
United Services Automobile Association16,352$767.1K0.02%
Concurrent Investment Advisors, LLC13,368$627.1K0.03%
Bridgefront Capital, LLC13,329$625.3K0.48%
Axq Capital, LP13,300$623.9K0.15%
Engineers Gate Manager LP13,196$619.0K0.02%
Creative Planning10,794$506.4K0.00%
Trexquant Investment LP10,381$487.0K0.01%
Parkside Investments, LLC10,350$485.5K0.08%
Massachusetts Financial Services Co9,766$458.1K0.00%
PEAK6 Investments LLC9,104$427.1K0.02%
Rathbone Brothers plc9,016$422.9K0.00%
Harvest Fund Management Co., Ltd8,822$414.0K0.04%
Capital International Sarl8,410$394.5K0.01%
Aigen Investment Management, LP8,360$392.2K0.09%
Meiji Yasuda Asset Management Co Ltd.8,345$391.5K0.02%
Asahi Life Asset Management Co., Ltd.7,620$357.5K0.21%
Monograph Wealth Advisors, LLC7,175$336.6K0.05%
Tranquility Partners, LLC6,305$295.8K0.11%
Centiva Capital, LP6,266$293.9K0.02%
Davenport & Co LLC5,813$272.7K0.00%
Intech Investment Management LLC5,732$268.9K0.00%
American Trust5,682$266.5K0.02%
Oversea-Chinese Banking CORP Ltd5,554$260.5K0.01%
Diversify Advisory Services, LLC5,523$256.3K0.02%
Aquatic Capital Management LLC5,200$243.9K0.01%
Cary Street Partner Investment Advisory LLC5,000$234.6K0.01%
Commerce Bank4,944$231.9K0.00%
O'Shaughnessy Asset Management, LLC4,858$227.9K0.00%
Guggenheim Capital LLC4,808$225.5K0.00%
Stock Yards Bank & Trust Co4,800$225.2K0.01%
Quest Partners LLC4,734$222.1K0.04%
Investment Partners Asset Management, Inc.4,696$220.3K0.20%
Daymark Wealth Partners, LLC4,687$219.9K0.01%
Jaffetilchin Investment Partners, LLC4,672$219.2K0.02%
Mirador Capital Partners LP4,666$218.9K0.04%
Everhart Financial Group, Inc.4,607$216.1K0.06%
Crossmark Global Holdings, Inc.4,561$214.0K0.00%
Envestnet Portfolio Solutions, Inc.4,514$211.7K0.00%
Herold Advisors, Inc.4,500$211.1K0.05%
Toroso Investments, LLC4,307$202.0K0.00%
Atlas Capital Advisors LLC4,125$193.5K0.03%
PGGM Investments3,628$170.0K0.00%
Annis Gardner Whiting Capital Advisors, LLC2,613$122.6K0.04%
Barrett & Company, Inc.2,600$122.0K0.06%
Stelac Advisory Services LLC2,543$119.3K0.06%
Compass Wealth Management LLC1,215$57.0K0.01%
1832 Asset Management L.P.1,175$55.1K0.00%
CIBC Private Wealth Group, LLC1,150$53.4K0.00%
SYSTM Wealth Solutions LLC719$33.7K0.00%
Valley National Advisers Inc239$11.0K0.00%
CoreCap Advisors, LLC200$9.38K0.00%
Smartleaf Asset Management LLC120$5.61K0.00%
Wetzel Investment Advisors, Inc.109$4.76K0.00%
WR Wealth Planners, LLC82$3.85K0.00%
Wolff Wiese Magana LLC75$3.52K0.00%
Raleigh Capital Management Inc.55$2.58K0.00%
Continuum Advisory, LLC49$2.08K0.00%
Laurel Wealth Advisors LLC17$7980.00%
Valued Wealth Advisors LLC14$6570.00%
Anfield Capital Management, LLC6$2810.00%
MV Capital Management, Inc.1$470.00%

Sold out (38)

Institutions that held Carlyle Group Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of CG in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Alyeska Investment Group, L.P.701,494$28.5M
SeaTown Holdings Pte. Ltd.480,500$19.6M
Connor, Clark & Lunn Investment Management Ltd.380,392$15.5M
Squarepoint Ops LLC177,321$7.22M
Power Corp of Canada157,277$6.40M
Nwam LLC97,090$3.95M
Wolverine Trading, LLC78,211$3.18M
Groupama Asset Managment76,896$3.13M
Bank of Nova Scotia69,931$2.85M
Legacy Capital Wealth Partners, LLC64,049$2.61M
Y-Intercept (Hong Kong) Ltd38,965$1.59M
FORA Capital, LLC35,381$1.44M
Bank Julius Baer & Co. Ltd, Zurich22,620$920.4K
Epoch Investment Partners, Inc.20,763$844.8K
Oak Thistle LLC16,113$655.6K
Virtu Financial LLC15,476$630.0K
Whalen Wealth Management Inc.14,947$608.2K
Prudential PLC14,844$604.0K
GTS Securities LLC13,309$541.5K
Glenmede Trust Co NA11,331$461.1K
Cetera Advisor Networks LLC10,314$419.7K
Capula Management Ltd10,200$415.0K
Levin Capital Strategies, L.P.10,000$406.9K
Teramo Advisors, LLC10,000$406.9K
Machina Capital S.A.S.7,255$295.2K
Landscape Capital Management, L.L.C.6,168$251.0K
Duality Advisers, LP6,011$244.6K
Two Sigma Securities, LLC5,694$231.7K
Williams Jones Wealth Management, LLC.5,620$228.7K
Abel Hall, LLC5,187$211.1K
Investment Management Corp of Ontario5,009$203.8K
Focused Wealth Management, Inc2,092$85.1K
Advisory Services Network, LLC1,168$47.5K
Gould Capital, LLC1,000$40.7K
Tennessee Valley Asset Management Partners412$16.8K
Glassman Wealth Services227$9.24K
Newbridge Financial Services Group, Inc.100$4.07K
Lazard Asset Management LLC56$2.00K

Not filed for Q1 2024 yet (4)

Institutions that held Carlyle Group Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sawtooth Solutions, LLC55,766$2.27M
Desjardins Global Asset Management Inc.1,605$65.3K
Bartlett & Co. LLC1,101$46.0K
Baystate Wealth Management LLC45$1.83K