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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 107,005 | $5.02M | 0.09% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 107,513 | $5.04M | 0.00% | −651,985−85.8% | Reduced |
| Stanley-Laman Group, Ltd. | 107,731 | $5.05M | 0.71% | +8,395+8.5% | Added |
| Phase 2 Partners, LLC | 107,830 | $5.06M | 2.64% | +107,830 | New |
| American Century Companies Inc | 110,537 | $5.19M | 0.00% | +4,981+4.7% | Added |
| Point72 Europe (London) LLP | 113,400 | $5.32M | 0.50% | +113,400 | New |
| State of New Jersey Common Pension Fund D | 114,534 | $5.37M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 116,584 | $5.47M | 0.01% | +5,052+4.5% | Added |
| Winslow Asset Management Inc | 116,675 | $5.47M | 1.03% | +116,675 | New |
| Amalgamated Bank | 117,999 | $5.54M | 0.05% | −25,983−18.0% | Reduced |
| MetLife Investment Management | 118,819 | $5.57M | 0.04% | −3,138−2.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 119,524 | $5.60M | 0.01% | −7,101−5.6% | Reduced |
| Man Group plc | 122,566 | $5.75M | 0.02% | +81,497+198.4% | Added |
| Mutual of America Capital Management LLC | 128,985 | $6.05M | 0.07% | −3,968−3.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 130,339 | $6.11M | 0.01% | +24,901+23.6% | Added |
| Schonfeld Strategic Advisors LLC | 131,062 | $6.15M | 0.05% | +7,471+6.0% | Added |
| SOL Capital Management CO | 135,330 | $6.35M | 0.80% | +5,000+3.8% | Added |
| Storebrand Asset Management AS | 136,269 | $6.39M | 0.02% | +9,208+7.2% | Added |
| Assenagon Asset Management S.A. | 137,311 | $6.44M | 0.02% | +117,941+608.9% | Added |
| Qube Research & Technologies Ltd | 141,410 | $6.63M | 0.01% | +141,410 | New |
| TD Asset Management Inc | 151,406 | $7.10M | 0.01% | −3,149−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 157,908 | $7.41M | 0.02% | +12,005+8.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 159,894 | $7.50M | 0.04% | −15,700−8.9% | Reduced |
| City of London Investment Management Co Ltd | 162,315 | $7.61M | 0.63% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 162,670 | $7.63M | 3.27% | +162,670 | New |
| Jane Street Group, LLC | 162,930 | $7.64M | 0.01% | −43,168−20.9% | Reduced |
| Gator Capital Management, LLC | 165,800 | $7.78M | 4.16% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 171,468 | $8.04M | 0.06% | −2,200−1.3% | Reduced |
| Natixis Advisors, L.P. | 178,002 | $8.35M | 0.02% | +18,749+11.8% | Added |
| Comerica Bank | 184,420 | $8.65M | 0.04% | +56,811+44.5% | Added |
| Texas Permanent School Fund | 189,459 | $8.89M | 0.07% | +2,478+1.3% | Added |
| First Trust Advisors LP | 193,709 | $9.09M | 0.01% | −166,745−46.3% | Reduced |
| Bessemer Group Inc | 200,097 | $9.39M | 0.02% | +970.0% | Added |
| Sienna Gestion | 201,805 | $9.47M | 0.87% | +201,805 | New |
| New York State Common Retirement Fund | 202,300 | $9.49M | 0.01% | −61,948−23.4% | Reduced |
| Walleye Capital LLC | 203,161 | $9.53M | 0.10% | −268,267−56.9% | Reduced |
| Sit Investment Associates Inc | 207,930 | $9.75M | 0.22% | +8,550+4.3% | Added |
| Stifel Financial Corp | 208,990 | $9.80M | 0.01% | +5,150+2.5% | Added |
| Deutsche Bank AG | 217,497 | $10.2M | 0.00% | −33,265−13.3% | Reduced |
| HSBC Holdings PLC | 232,167 | $10.9M | 0.01% | +163,503+238.1% | Added |
| Commonwealth Equity Services, LLC | 237,285 | $11.1M | 0.02% | +143,236+152.3% | Added |
| DnB Asset Management AS | 239,897 | $11.3M | 0.06% | +40,779+20.5% | Added |
| Assetmark, Inc | 242,540 | $11.4M | 0.04% | +49,813+25.8% | Added |
| Bank of Montreal | 243,341 | $11.4M | 0.01% | −15,360−5.9% | Reduced |
| Great West Life Assurance Co | 249,331 | $11.7M | 0.02% | +300+0.1% | Added |
| Retirement Systems of Alabama | 271,841 | $12.8M | 0.05% | +713+0.3% | Added |
| Channing Capital Management, LLC | 275,066 | $12.9M | 0.35% | 00.0% | Unchanged |
| American International Group, Inc. | 286,508 | $13.4M | 0.05% | −5,859−2.0% | Reduced |
| Sargent Investment Group, LLC | 290,235 | $13.6M | 2.99% | −19,220−6.2% | Reduced |
| Alliancebernstein L.P. | 313,425 | $14.7M | 0.01% | +232+0.1% | Added |
| Worldquant Millennium Advisors LLC | 317,190 | $14.9M | 0.18% | −335,699−51.4% | Reduced |
| Cinctive Capital Management LP | 318,913 | $15.0M | 0.77% | +212,439+199.5% | Added |
| Millennium Management LLC | 326,588 | $15.3M | 0.01% | +8,724+2.7% | Added |
| California State Teachers Retirement System | 341,394 | $16.0M | 0.02% | +2,342+0.7% | Added |
| Royal Bank of Canada | 353,964 | $16.6M | 0.00% | +75,502+27.1% | Added |
| California Public Employees Retirement System | 364,700 | $17.1M | 0.01% | −3,762−1.0% | Reduced |
| National Bank of Canada | 404,036 | $17.2M | 0.03% | +149,612+58.8% | Added |
| Oppenheimer & Co Inc | 394,644 | $18.5M | 0.31% | +15,525+4.1% | Added |
| Envestnet Asset Management Inc | 396,320 | $18.6M | 0.01% | +60,045+17.9% | Added |
| Amundi | 451,255 | $19.7M | 0.01% | +199,283+79.1% | Added |
| Wafra Inc. | 431,780 | $20.3M | 1.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 437,906 | $20.5M | 0.01% | +77,262+21.4% | Added |
| Partners Group Holding AG | 438,000 | $20.5M | 1.87% | −60,052−12.1% | Reduced |
| Sirios Capital Management L P | 456,797 | $21.4M | 4.04% | +10,061+2.3% | Added |
| SpiderRock Advisors, LLC | 500,040 | $22.5M | 0.73% | +500,040 | New |
| Canada Pension Plan Investment Board | 500,000 | $23.5M | 0.02% | +500,000 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 503,525 | $23.6M | 0.02% | +4,766+1.0% | Added |
| Prana Capital Management, LP | 504,780 | $23.7M | 1.06% | +396,757+367.3% | Added |
| Raymond James & Associates | 517,276 | $24.3M | 0.02% | +75,648+17.1% | Added |
| Nuveen Asset Management, LLC | 541,550 | $25.4M | 0.01% | −35,107−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 563,291 | $26.4M | 0.02% | −2,523−0.4% | Reduced |
| UBS Group AG | 604,005 | $28.3M | 0.01% | +28,991+5.0% | Added |
| Private Management Group Inc | 606,656 | $28.5M | 1.08% | −18,150−2.9% | Reduced |
| Invesco Ltd. | 608,098 | $28.5M | 0.01% | −229,484−27.4% | Reduced |
| Rhumbline Advisers | 621,657 | $29.2M | 0.03% | +4,643+0.8% | Added |
| Deprince Race & Zollo Inc | 632,459 | $29.7M | 0.64% | −244,928−27.9% | Reduced |
| Russell Investments Group, Ltd. | 654,079 | $30.7M | 0.05% | +39,948+6.5% | Added |
| UBS Asset Management Americas Inc | 671,580 | $31.5M | 0.01% | −2,940−0.4% | Reduced |
| Credit Suisse AG | 682,525 | $32.0M | 0.03% | +14,124+2.1% | Added |
| Caisse de Depot Et Placement du Quebec | 708,657 | $33.2M | 0.08% | +708,657 | New |
| Rockefeller Capital Management L.P. | 762,723 | $35.8M | 0.10% | −40,157−5.0% | Reduced |
| Goldman Sachs Group Inc | 796,205 | $37.3M | 0.01% | −1,797,556−69.3% | Reduced |
| Polaris Capital Management, LLC | 797,200 | $37.4M | 1.86% | +137,400+20.8% | Added |
| Point72 Asset Management, L.P. | 813,481 | $38.2M | 0.11% | +813,481 | New |
| LGT Capital Partners Ltd. | 822,000 | $38.6M | 1.21% | −598,500−42.1% | Reduced |
| Barclays PLC | 822,869 | $38.6M | 0.02% | −432,685−34.5% | Reduced |
| Bank of America Corp | 843,902 | $39.6M | 0.00% | −553,261−39.6% | Reduced |
| Principal Financial Group Inc | 907,113 | $42.6M | 0.03% | +112,675+14.2% | Added |
| JPMorgan Chase & Co | 1,164,142 | $54.6M | 0.00% | +129,912+12.6% | Added |
| Brown Advisory Inc | 1,258,542 | $59.0M | 0.08% | −15,625−1.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $62.2M | 0.61% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,406,597 | $66.0M | 0.02% | +16,927+1.2% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $70.4M | 3.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,655,400 | $77.7M | 0.16% | −50,140−2.9% | Reduced |
| Eagle Asset Management Inc | 1,777,906 | $82.5M | 0.42% | +1,777,906 | New |
| Northern Trust Corp | 1,806,058 | $84.7M | 0.01% | −126,670−6.6% | Reduced |
| Bamco Inc | 1,944,402 | $91.2M | 0.24% | −3,000−0.2% | Reduced |
| Frontier Capital Management Co LLC | 2,014,484 | $94.5M | 0.88% | +1,193,869+145.5% | Added |
| Argent Capital Management LLC | 2,084,751 | $97.8M | 2.85% | +69,097+3.4% | Added |
| Dimensional Fund Advisors LP | 2,129,054 | $99.9M | 0.03% | −239,046−10.1% | Reduced |