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 |
|---|---|---|---|---|---|
| Boston Partners | 2,326,293 | $109.1M | 0.13% | +2,326,293 | New |
| FMR LLC | 2,491,590 | $116.9M | 0.01% | +395,265+18.9% | Added |
| Bank of New York Mellon Corp | 2,672,208 | $125.4M | 0.02% | −56,826−2.1% | Reduced |
| Capital International Investors | 3,037,959 | $142.5M | 0.03% | +3,037,959 | New |
| Ameriprise Financial Inc | 3,057,740 | $143.4M | 0.04% | −213,377−6.5% | Reduced |
| Norges Bank | 3,378,695 | $158.5M | 0.03% | +164,868+5.1% | Added |
| Geode Capital Management, LLC | 3,781,262 | $177.1M | 0.02% | +157,848+4.4% | Added |
| Legal & General Group Plc | 3,888,911 | $182.4M | 0.05% | +40,804+1.1% | Added |
| Beutel, Goodman & Co Ltd. | 4,316,819 | $202.5M | 1.04% | −2,912−0.1% | Reduced |
| Ariel Investments, LLC | 4,882,920 | $229.1M | 2.25% | −1,504,398−23.6% | Reduced |
| Vulcan Value Partners, LLC | 7,792,628 | $365.4M | 5.31% | −642,603−7.6% | Reduced |
| State Street Corp | 8,072,108 | $378.7M | 0.02% | +165,809+2.1% | Added |
| Alkeon Capital Management LLC | 8,646,041 | $405.6M | 2.23% | +750,000+9.5% | Added |
| William Blair Investment Management, LLC | 11,819,403 | $554.4M | 1.43% | +721,608+6.5% | Added |
| Morgan Stanley | 13,249,966 | $621.6M | 0.05% | +1,374,572+11.6% | Added |
| Capital World Investors | 20,053,012 | $940.7M | 0.16% | +79,681+0.4% | Added |
| Vanguard Group Inc | 23,333,416 | $1.09B | 0.02% | −1,542,772−6.2% | Reduced |
| BlackRock Inc. | 23,369,242 | $1.10B | 0.03% | −7,785,806−25.0% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −701,494−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −480,500−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −380,392−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −177,321−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −157,277−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −97,090−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −78,211−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −76,896−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −69,931−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −64,049−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −38,965−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −35,381−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −22,620−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −20,763−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,113−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,476−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −14,947−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −14,844−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −13,309−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −11,331−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,314−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Teramo Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,255−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,168−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,011−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −5,009−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |