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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $47 | 0.00% | +1 | New |
| Carmichael Hill & Associates, Inc. | 12 | $104 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $281 | 0.00% | +6 | New |
| Birchbrook, Inc. | 53 | $458 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 13 | $610 | 0.00% | −914−98.6% | Reduced |
| Valued Wealth Advisors LLC | 14 | $657 | 0.00% | +14 | New |
| Laurel Wealth Advisors LLC | 17 | $798 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $939 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 121 | $1.04K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $1.83K | 0.00% | +3+8.3% | Added |
| Avion Wealth | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $2.08K | 0.00% | +49 | New |
| Raleigh Capital Management Inc. | 55 | $2.58K | 0.00% | +55 | New |
| Oliver Lagore Vanvalin Investment Group | 64 | $2.99K | 0.00% | +1+1.6% | Added |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 70 | $3.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 74 | $3.46K | 0.00% | −3−3.9% | Reduced |
| Wolff Wiese Magana LLC | 75 | $3.52K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 80 | $3.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 82 | $3.85K | 0.00% | +82 | New |
| JFS Wealth Advisors, LLC | 91 | $3.85K | 0.00% | +11+13.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $4.69K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 109 | $4.76K | 0.00% | +109 | New |
| Massmutual Trust Co FSB | 107 | $5.02K | 0.00% | +68+174.4% | Added |
| Key Financial Inc | 112 | $5.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $5.58K | 0.00% | +25+26.6% | Added |
| Smartleaf Asset Management LLC | 120 | $5.61K | 0.00% | +120 | New |
| Harbour Investments, Inc. | 123 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 127 | $5.96K | 0.00% | −178−58.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 131 | $6.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $6.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $8.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 199 | $9.34K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $9.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $9.38K | 0.00% | +200 | New |
| Planning Capital Management Corp | 229 | $10.2K | 0.01% | +101+78.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 239 | $11.0K | 0.00% | +239 | New |
| Atticus Wealth Management, LLC | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 266 | $12.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $13.0K | 0.01% | −1−0.4% | Reduced |
| TSFG, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $14.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 302 | $14.2K | 0.00% | +146+93.6% | Added |
| Huntington National Bank | 305 | $14.3K | 0.00% | +14+4.8% | Added |
| Evermay Wealth Management LLC | 308 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 465 | $19.1K | 0.01% | +54+13.1% | Added |
| Castleview Partners, LLC | 432 | $20.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 481 | $22.6K | 0.00% | +133+38.2% | Added |
| AdvisorNet Financial, Inc | 551 | $25.8K | 0.00% | −263−32.3% | Reduced |
| Farther Finance Advisors, LLC | 595 | $27.6K | 0.00% | −7−1.2% | Reduced |
| SYSTM Wealth Solutions LLC | 719 | $33.7K | 0.00% | +719 | New |
| Benjamin Edwards Inc | 732 | $34.0K | 0.01% | +35+5.0% | Added |
| Main Street Group, LTD | 755 | $35.4K | 0.02% | +555+277.5% | Added |
| Acadian Asset Management LLC | 835 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 846 | $39.7K | 0.00% | +247+41.2% | Added |
| CVA Family Office, LLC | 865 | $40.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 895 | $42.0K | 0.00% | +19+2.2% | Added |
| Proequities, Inc. | 920 | $43.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 954 | $44.8K | 0.01% | −173−15.4% | Reduced |
| Washington Trust Co | 1,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $46.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,101 | $51.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,112 | $52.2K | 0.02% | +544+95.8% | Added |
| CIBC Private Wealth Group, LLC | 1,150 | $53.4K | 0.00% | +1,150 | New |
| GAMMA Investing LLC | 1,156 | $54.2K | 0.01% | +215+22.8% | Added |
| 1832 Asset Management L.P. | 1,175 | $55.1K | 0.00% | +1,175 | New |
| Rothschild Investment LLC | 1,200 | $56.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,215 | $57.0K | 0.01% | +1,215 | New |
| BOK Financial Private Wealth, Inc. | 1,300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,382 | $64.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,544 | $72.4K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,672 | $78.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,725 | $80.9K | 0.03% | −803−31.8% | Reduced |
| Rakuten Investment Management, Inc. | 1,873 | $87.9K | 0.00% | +1,718+1,108.4% | Added |
| EntryPoint Capital, LLC | 1,928 | $90.4K | 0.08% | +1,206+167.0% | Added |
| Concord Wealth Partners | 2,000 | $93.8K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,150 | $100.8K | 0.06% | +16+0.7% | Added |
| Larson Financial Group LLC | 2,155 | $101.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,442 | $114.6K | 0.00% | +251+11.5% | Added |
| Western Pacific Wealth Management, LP | 2,447 | $114.8K | 0.08% | +313+14.7% | Added |
| Sandy Spring Bank | 2,542 | $117.6K | 0.01% | −148−5.5% | Reduced |
| Stelac Advisory Services LLC | 2,543 | $119.3K | 0.06% | +2,543 | New |
| Barrett & Company, Inc. | 2,600 | $122.0K | 0.06% | +2,600 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,613 | $122.6K | 0.04% | +2,613 | New |
| Ramirez Asset Management, Inc. | 2,800 | $131.3K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,882 | $132.2K | 0.00% | +335+13.2% | Added |
| UniSuper Management Pty Ltd | 3,100 | $145.4K | 0.00% | +1,700+121.4% | Added |
| CWM, LLC | 3,336 | $156.0K | 0.00% | +605+22.2% | Added |
| EverSource Wealth Advisors, LLC | 3,696 | $165.6K | 0.01% | +839+29.4% | Added |
| PGGM Investments | 3,628 | $170.0K | 0.00% | +3,628 | New |
| Atlas Capital Advisors LLC | 4,125 | $193.5K | 0.03% | +4,125 | New |
| Toroso Investments, LLC | 4,307 | $202.0K | 0.00% | +4,307 | New |
| Herold Advisors, Inc. | 4,500 | $211.1K | 0.05% | +4,500 | New |
| Envestnet Portfolio Solutions, Inc. | 4,514 | $211.7K | 0.00% | +4,514 | New |