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 |
|---|---|---|---|---|---|
| Vestcor Inc | 4,564 | $214.0K | 0.01% | −32−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,561 | $214.0K | 0.00% | +4,561 | New |
| Everhart Financial Group, Inc. | 4,607 | $216.1K | 0.06% | +4,607 | New |
| Mirador Capital Partners LP | 4,666 | $218.9K | 0.04% | +4,666 | New |
| Jaffetilchin Investment Partners, LLC | 4,672 | $219.2K | 0.02% | +4,672 | New |
| Daymark Wealth Partners, LLC | 4,687 | $219.9K | 0.01% | +4,687 | New |
| Investment Partners Asset Management, Inc. | 4,696 | $220.3K | 0.20% | +4,696 | New |
| Quest Partners LLC | 4,734 | $222.1K | 0.04% | +4,734 | New |
| Stock Yards Bank & Trust Co | 4,800 | $225.2K | 0.01% | +4,800 | New |
| Guggenheim Capital LLC | 4,808 | $225.5K | 0.00% | +4,808 | New |
| O'Shaughnessy Asset Management, LLC | 4,858 | $227.9K | 0.00% | +4,858 | New |
| Umb Bank N A | 4,859 | $227.9K | 0.00% | +32+0.7% | Added |
| Colony Group, LLC | 4,851 | $228.0K | 0.00% | −1,927−28.4% | Reduced |
| Commerce Bank | 4,944 | $231.9K | 0.00% | +4,944 | New |
| Ci Investments Inc. | 4,948 | $232.0K | 0.00% | +955+23.9% | Added |
| YHB Investment Advisors, Inc. | 4,965 | $232.9K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,972 | $233.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,000 | $234.6K | 0.01% | +5,000 | New |
| Mission Wealth Management, LP | 5,014 | $235.2K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,015 | $235.3K | 0.08% | −750−13.0% | Reduced |
| Spire Wealth Management | 5,112 | $239.8K | 0.01% | +17+0.3% | Added |
| KRS Capital Management, LLC | 5,120 | $240.2K | 0.19% | −1,660−24.5% | Reduced |
| Regatta Capital Group, LLC | 5,144 | $241.3K | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 5,170 | $242.5K | 0.08% | −8,057−60.9% | Reduced |
| Aquatic Capital Management LLC | 5,200 | $243.9K | 0.01% | +5,200 | New |
| Diversify Advisory Services, LLC | 5,523 | $256.3K | 0.02% | +5,523 | New |
| Teacher Retirement System of Texas | 5,503 | $258.0K | 0.00% | −4,485−44.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,500 | $258.0K | 0.09% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,554 | $260.5K | 0.01% | +5,554 | New |
| M&T Bank Corp | 5,575 | $261.5K | 0.00% | −198−3.4% | Reduced |
| American Trust | 5,682 | $266.5K | 0.02% | +5,682 | New |
| Leonteq Securities AG | 5,684 | $266.6K | 0.04% | +314+5.8% | Added |
| Intech Investment Management LLC | 5,732 | $268.9K | 0.00% | +5,732 | New |
| Wellington Management Group LLP | 5,760 | $270.2K | 0.00% | +536+10.3% | Added |
| Dynamic Advisor Solutions LLC | 5,762 | $270.3K | 0.01% | +339+6.3% | Added |
| Davenport & Co LLC | 5,813 | $272.7K | 0.00% | +5,813 | New |
| B. Metzler seel. Sohn & Co. AG | 5,934 | $278.4K | 0.00% | −36,400−86.0% | Reduced |
| Pictet North America Advisors SA | 5,950 | $279.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,000 | $281.5K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,020 | $282.4K | 0.00% | −1,534−20.3% | Reduced |
| Spirit of America Management Corp | 6,050 | $283.8K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,104 | $286.3K | 0.01% | −47,886−88.7% | Reduced |
| BFSG, LLC | 6,240 | $292.7K | 0.04% | −90−1.4% | Reduced |
| Centiva Capital, LP | 6,266 | $293.9K | 0.02% | +6,266 | New |
| Tranquility Partners, LLC | 6,305 | $295.8K | 0.11% | +6,305 | New |
| Moors & Cabot, Inc. | 6,378 | $299.2K | 0.02% | −1,400−18.0% | Reduced |
| DMG Group, LLC | 6,418 | $301.1K | 0.26% | +114+1.8% | Added |
| Fort Point Capital Partners LLC | 6,450 | $302.6K | 0.04% | −800−11.0% | Reduced |
| CIBC Asset Management Inc | 6,741 | $316.2K | 0.00% | +14+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,828 | $320.0K | 0.03% | −2,267−24.9% | Reduced |
| Enterprise Financial Services Corp | 6,940 | $325.6K | 0.20% | −252−3.5% | Reduced |
| SlateStone Wealth, LLC | 7,029 | $330.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $331.0K | 0.05% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 7,175 | $336.6K | 0.05% | +7,175 | New |
| Wealth Enhancement Advisory Services, LLC | 7,213 | $338.3K | 0.00% | −639−8.1% | Reduced |
| Profund Advisors LLC | 7,363 | $345.4K | 0.01% | +867+13.3% | Added |
| Park Avenue Securities LLC | 7,452 | $350.0K | 0.00% | +911+13.9% | Added |
| EdgeRock Capital LLC | 7,491 | $351.4K | 0.28% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 7,549 | $354.1K | 0.02% | −151−2.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,620 | $357.5K | 0.21% | +7,620 | New |
| Sterneck Capital Management, LLC | 7,640 | $358.4K | 0.21% | −7,600−49.9% | Reduced |
| Visionary Wealth Advisors | 7,845 | $368.0K | 0.02% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 7,999 | $375.0K | 0.18% | −4,153−34.2% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $376.7K | 0.03% | 00.0% | Unchanged |
| Northeast Investment Management | 8,062 | $378.2K | 0.02% | +1,562+24.0% | Added |
| Glenview Trust Co | 8,196 | $384.5K | 0.01% | −1,218−12.9% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $384.7K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,345 | $391.5K | 0.02% | +8,345 | New |
| Aigen Investment Management, LP | 8,360 | $392.2K | 0.09% | +8,360 | New |
| Fiduciary Group LLC | 8,400 | $394.0K | 0.04% | 00.0% | Unchanged |
| Capital International Sarl | 8,410 | $394.5K | 0.01% | +8,410 | New |
| Private Advisor Group, LLC | 8,507 | $399.1K | 0.00% | +2,593+43.8% | Added |
| E&G Advisors, LP | 8,631 | $404.9K | 0.13% | −100−1.1% | Reduced |
| Slow Capital, Inc. | 8,727 | $409.4K | 0.07% | −705−7.5% | Reduced |
| Harvest Fund Management Co., Ltd | 8,822 | $414.0K | 0.04% | +8,822 | New |
| CIBC World Markets Corp | 8,863 | $415.8K | 0.00% | +2,846+47.3% | Added |
| Cresset Asset Management, LLC | 8,931 | $419.0K | 0.00% | −596−6.3% | Reduced |
| Rathbone Brothers plc | 9,016 | $422.9K | 0.00% | +9,016 | New |
| Triangle Securities Wealth Management | 9,095 | $426.6K | 0.12% | −75−0.8% | Reduced |
| PEAK6 Investments LLC | 9,104 | $427.1K | 0.02% | +9,104 | New |
| Tokio Marine Asset Management Co Ltd | 9,167 | $430.0K | 0.02% | −8−0.1% | Reduced |
| Pathstone Holdings, LLC | 9,250 | $433.9K | 0.00% | −2,673−22.4% | Reduced |
| Shelton Capital Management | 9,309 | $436.7K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,313 | $436.9K | 0.05% | −1,541−14.2% | Reduced |
| National Asset Management, Inc. | 14,829 | $447.3K | 0.01% | +2,363+19.0% | Added |
| Tritonpoint Wealth, LLC | 11,180 | $454.9K | 0.05% | −6,000−34.9% | Reduced |
| Massachusetts Financial Services Co | 9,766 | $458.1K | 0.00% | +9,766 | New |
| SG Americas Securities, LLC | 10,083 | $473.0K | 0.00% | −101,874−91.0% | Reduced |
| Swiss Life Asset Management Ltd | 10,250 | $480.8K | 0.01% | −3,260−24.1% | Reduced |
| Parkside Investments, LLC | 10,350 | $485.5K | 0.08% | +10,350 | New |
| Trexquant Investment LP | 10,381 | $487.0K | 0.01% | +10,381 | New |
| Fort Sheridan Advisors LLC | 10,550 | $494.9K | 0.09% | +1,050+11.1% | Added |
| ProShare Advisors LLC | 10,563 | $495.5K | 0.00% | −823−7.2% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $497.2K | 0.47% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,616 | $498.0K | 0.02% | +437+4.3% | Added |
| PFG Investments, LLC | 10,670 | $500.5K | 0.03% | −57−0.5% | Reduced |
| Creative Planning | 10,794 | $506.4K | 0.00% | +10,794 | New |
| Degroof Petercam Asset Management | 10,800 | $506.6K | 0.01% | −93,700−89.7% | Reduced |
| North Star Investment Management Corp. | 11,065 | $519.1K | 0.04% | +186+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 11,207 | $525.7K | 0.00% | +507+4.7% | Added |