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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 11,241 | $527.0K | 0.01% | −9,314−45.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,314 | $530.7K | 0.29% | +271+2.5% | Added |
| Guinness Asset Management LTD | 11,601 | $544.2K | 0.01% | −355−3.0% | Reduced |
| FFT Wealth Management LLC | 11,613 | $544.8K | 0.05% | +1,538+15.3% | Added |
| Captrust Financial Advisors | 11,724 | $550.0K | 0.00% | −5,352−31.3% | Reduced |
| McGowan Group Asset Management, Inc. | 11,819 | $554.4K | 0.08% | +16+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 11,998 | $562.8K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,099 | $567.6K | 0.00% | −2,581−17.6% | Reduced |
| Stiles Financial Services Inc | 12,205 | $572.6K | 0.23% | −268−2.1% | Reduced |
| GWM Advisors LLC | 12,328 | $578.3K | 0.01% | +11,179+972.9% | Added |
| Carret Asset Management, LLC | 12,365 | $580.0K | 0.07% | −100−0.8% | Reduced |
| Intrepid Capital Management Inc | 12,483 | $585.6K | 0.38% | +380+3.1% | Added |
| TBH Global Asset Management, LLC | 12,537 | $588.1K | 0.12% | −226−1.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,678 | $595.0K | 0.01% | +1,473+13.1% | Added |
| Zhang Financial LLC | 12,928 | $606.4K | 0.04% | −1,314−9.2% | Reduced |
| Thoroughbred Financial Services, LLC | 13,099 | $614.0K | 0.06% | −3,113−19.2% | Reduced |
| Tower Research Capital LLC (TRC) | 13,192 | $618.8K | 0.01% | −36,548−73.5% | Reduced |
| Engineers Gate Manager LP | 13,196 | $619.0K | 0.02% | +13,196 | New |
| Axq Capital, LP | 13,300 | $623.9K | 0.15% | +13,300 | New |
| Bridgefront Capital, LLC | 13,329 | $625.3K | 0.48% | +13,329 | New |
| Concurrent Investment Advisors, LLC | 13,368 | $627.1K | 0.03% | +13,368 | New |
| Stablepoint Partners, LLC | 13,446 | $630.8K | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,785 | $646.4K | 0.00% | −5,264−27.6% | Reduced |
| Franklin Resources Inc | 14,218 | $667.0K | 0.00% | +734+5.4% | Added |
| Aviva PLC | 14,435 | $677.1K | 0.00% | −39,917−73.4% | Reduced |
| Daiwa Securities Group Inc. | 14,473 | $679.0K | 0.00% | +800+5.9% | Added |
| Atria Wealth Solutions, Inc. | 14,591 | $684.5K | 0.01% | −3,794−20.6% | Reduced |
| First Manhattan Co | 14,725 | $690.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,913 | $699.6K | 0.02% | +730+5.1% | Added |
| AXA S.A. | 14,969 | $702.2K | 0.00% | +70.0% | Added |
| Maryland State Retirement & Pension System | 15,934 | $711.1K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 15,265 | $721.4K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,390 | $721.9K | 0.01% | −150−1.0% | Reduced |
| Baldwin Brothers Inc | 15,720 | $737.4K | 0.06% | 00.0% | Unchanged |
| Swedbank AB | 15,784 | $740.4K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 18,420 | $747.5K | 0.02% | +10,607+135.8% | Added |
| Integrated Wealth Concepts LLC | 16,136 | $756.9K | 0.01% | +937+6.2% | Added |
| Friedenthal Financial | 16,178 | $758.9K | 0.47% | −2,373−12.8% | Reduced |
| O'Rourke & Company, Inc | 16,241 | $762.0K | 0.44% | +1,599+10.9% | Added |
| United Services Automobile Association | 16,352 | $767.1K | 0.02% | +16,352 | New |
| Garrison Bradford & Associates Inc | 16,428 | $771.0K | 0.80% | +14+0.1% | Added |
| Carson Advisory Inc. | 16,516 | $774.8K | 0.54% | −497−2.9% | Reduced |
| Van Eck Associates Corp | 16,967 | $796.0K | 0.00% | +1,035+6.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,331 | $813.0K | 0.01% | +54+0.3% | Added |
| Arete Wealth Advisors, LLC | 17,413 | $816.2K | 0.08% | +9+0.1% | Added |
| JustInvest LLC | 17,574 | $824.4K | 0.02% | +6,677+61.3% | Added |
| Gulf International Bank (UK) Ltd | 17,648 | $827.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,742 | $832.0K | 0.00% | +734+4.3% | Added |
| Securian Asset Management, Inc | 17,802 | $835.1K | 0.02% | −428−2.3% | Reduced |
| Capital Management Associates | 18,004 | $844.6K | 1.01% | −1,302−6.7% | Reduced |
| Hemington Wealth Management | 19,086 | $896.0K | 0.32% | −36,630−65.7% | Reduced |
| Snowden Capital Advisors LLC | 19,240 | $902.5K | 0.03% | +3,388+21.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,412 | $910.6K | 0.03% | −220−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 19,780 | $928.0K | 0.02% | +925+4.9% | Added |
| TD Waterhouse Canada Inc. | 18,523 | $928.7K | 0.01% | +725+4.1% | Added |
| La Banque Postale Asset Management SA | 19,886 | $932.9K | 0.04% | +5,945+42.6% | Added |
| Gamco Investors, Inc. Et Al | 20,000 | $938.2K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,012 | $938.8K | 0.01% | −1,157−5.5% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $943.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,219 | $948.5K | 0.01% | −73,487−78.4% | Reduced |
| Group One Trading, L.P. | 20,657 | $969.0K | 0.03% | +20,657 | New |
| Federated Hermes, Inc. | 20,717 | $971.8K | 0.00% | −5,371−20.6% | Reduced |
| Emfo, LLC | 20,725 | $972.2K | 0.89% | +4,500+27.7% | Added |
| Stamos Capital Partners, L.P. | 21,180 | $993.6K | 0.23% | +9,200+76.8% | Added |
| Hilltop Holdings Inc. | 21,229 | $995.9K | 0.11% | +1,221+6.1% | Added |
| Riverwater Partners LLC | 21,761 | $1.02M | 0.75% | +228+1.1% | Added |
| Kestra Private Wealth Services, LLC | 23,446 | $1.10M | 0.02% | −9,165−28.1% | Reduced |
| State of Alaska, Department of Revenue | 23,485 | $1.10M | 0.01% | +105+0.4% | Added |
| Apollon Wealth Management, LLC | 24,018 | $1.13M | 0.04% | +363+1.5% | Added |
| New York Life Investment Management LLC | 24,141 | $1.13M | 0.01% | +2,293+10.5% | Added |
| Citadel Advisors LLC | 24,506 | $1.15M | 0.00% | +1,246+5.4% | Added |
| FJ Capital Management LLC | 24,849 | $1.17M | 0.12% | +24,849 | New |
| Nissay Asset Management Corp | 24,913 | $1.17M | 0.01% | +432+1.8% | Added |
| Hoertkorn Richard Charles | 25,100 | $1.18M | 0.51% | 00.0% | Unchanged |
| XTX Topco Ltd | 25,208 | $1.18M | 0.16% | +25,208 | New |
| Ethic Inc. | 25,315 | $1.19M | 0.03% | +16,875+199.9% | Added |
| Ossiam | 25,540 | $1.20M | 0.02% | +18,212+248.5% | Added |
| Paradigm Asset Management Co LLC | 25,700 | $1.21M | 0.31% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 25,824 | $1.21M | 0.01% | +969+3.9% | Added |
| Bayesian Capital Management, LP | 25,876 | $1.21M | 0.12% | +25,876 | New |
| Qsemble Capital Management, LP | 26,120 | $1.23M | 0.27% | +15,273+140.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,827 | $1.26M | 0.00% | −1,098−3.9% | Reduced |
| Waterfront Wealth Inc. | 27,665 | $1.26M | 0.35% | −250−0.9% | Reduced |
| Empowered Funds, LLC | 26,977 | $1.27M | 0.02% | +3,015+12.6% | Added |
| Jeppson Wealth Management, LLC | 27,742 | $1.30M | 0.50% | −697−2.5% | Reduced |
| Illinois Municipal Retirement Fund | 27,760 | $1.30M | 0.02% | −7,928−22.2% | Reduced |
| D.A. Davidson & Co. | 27,822 | $1.31M | 0.01% | −900−3.1% | Reduced |
| Sierra Capital LLC | 27,996 | $1.31M | 0.17% | −44,757−61.5% | Reduced |
| Voya Investment Management LLC | 28,399 | $1.33M | 0.00% | −2,238−7.3% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.35M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,764 | $1.35M | 0.00% | −428−1.5% | Reduced |
| Public Sector Pension Investment Board | 29,037 | $1.36M | 0.01% | +200+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,875 | $1.40M | 0.01% | −3,481−10.4% | Reduced |
| Handelsbanken Fonder AB | 30,700 | $1.44M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 32,690 | $1.53M | 0.00% | +150+0.5% | Added |
| Herbst Group, LLC | 33,000 | $1.55M | 0.96% | +100+0.3% | Added |
| Cetera Investment Advisers | 33,560 | $1.57M | 0.00% | +25,002+292.1% | Added |
| Teza Capital Management LLC | 33,912 | $1.59M | 0.21% | −47,633−58.4% | Reduced |
| Sigma Planning Corp | 34,045 | $1.60M | 0.05% | +24,840+269.9% | Added |
| Allianz Asset Management GmbH | 34,083 | $1.60M | 0.00% | −12,287−26.5% | Reduced |