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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 136,269 | $6.39M | 0.02% | +9,208+7.2% | Added |
| SOL Capital Management CO | 135,330 | $6.35M | 0.80% | +5,000+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 131,062 | $6.15M | 0.05% | +7,471+6.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 130,339 | $6.11M | 0.01% | +24,901+23.6% | Added |
| Mutual of America Capital Management LLC | 128,985 | $6.05M | 0.07% | −3,968−3.0% | Reduced |
| Man Group plc | 122,566 | $5.75M | 0.02% | +81,497+198.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 119,524 | $5.60M | 0.01% | −7,101−5.6% | Reduced |
| MetLife Investment Management | 118,819 | $5.57M | 0.04% | −3,138−2.6% | Reduced |
| Amalgamated Bank | 117,999 | $5.54M | 0.05% | −25,983−18.0% | Reduced |
| Winslow Asset Management Inc | 116,675 | $5.47M | 1.03% | +116,675 | New |
| State of Wisconsin Investment Board | 116,584 | $5.47M | 0.01% | +5,052+4.5% | Added |
| State of New Jersey Common Pension Fund D | 114,534 | $5.37M | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 113,400 | $5.32M | 0.50% | +113,400 | New |
| American Century Companies Inc | 110,537 | $5.19M | 0.00% | +4,981+4.7% | Added |
| Phase 2 Partners, LLC | 107,830 | $5.06M | 2.64% | +107,830 | New |
| Stanley-Laman Group, Ltd. | 107,731 | $5.05M | 0.71% | +8,395+8.5% | Added |
| Price T Rowe Associates Inc | 107,513 | $5.04M | 0.00% | −651,985−85.8% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $5.02M | 0.09% | 00.0% | Unchanged |
| STRS Ohio | 106,721 | $5.01M | 0.02% | +6,371+6.3% | Added |
| Susquehanna International Group, LLP | 103,938 | $4.88M | 0.01% | −68,930−39.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 102,585 | $4.81M | 0.01% | −3,025−2.9% | Reduced |
| Holocene Advisors, LP | 101,676 | $4.77M | 0.02% | −701,283−87.3% | Reduced |
| Yousif Capital Management, LLC | 101,033 | $4.74M | 0.05% | −2,280−2.2% | Reduced |
| Equitable Trust Co | 100,623 | $4.72M | 0.33% | −3,600−3.5% | Reduced |
| AMG National Trust Bank | 98,611 | $4.63M | 0.14% | +1,478+1.5% | Added |
| LPL Financial LLC | 98,028 | $4.60M | 0.00% | +3,614+3.8% | Added |
| Royce & Associates LP | 97,205 | $4.56M | 0.04% | −64−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 96,474 | $4.53M | 0.06% | +63,348+191.2% | Added |
| Treasurer of the State of North Carolina | 94,214 | $4.42M | 0.02% | +650+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 93,865 | $4.40M | 0.05% | −4,900−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 91,212 | $4.28M | 0.01% | +17,647+24.0% | Added |
| Edmond de Rothschild Holding S.A. | 89,549 | $4.20M | 0.07% | +88,509+8,510.5% | Added |
| Eisler Capital (UK) Ltd. | 87,027 | $4.08M | 0.51% | +87,027 | New |
| Public Employees Retirement System of Ohio | 84,824 | $3.98M | 0.02% | −13,978−14.1% | Reduced |
| Texas Yale Capital Corp. | 84,359 | $3.96M | 0.18% | −1,125−1.3% | Reduced |
| Macquarie Group Ltd | 82,379 | $3.86M | 0.00% | +29,697+56.4% | Added |
| Janney Montgomery Scott LLC | 81,712 | $3.83M | 0.01% | +1,193+1.5% | Added |
| Stephens Inc | 79,717 | $3.74M | 0.06% | +150+0.2% | Added |
| Integrated Advisors Network LLC | 79,281 | $3.72M | 0.19% | +79,281 | New |
| US Bancorp | 77,533 | $3.64M | 0.01% | +1,343+1.8% | Added |
| Asset Management One Co.,Ltd. | 76,150 | $3.57M | 0.01% | −6,029−7.3% | Reduced |
| HRT Financial LP | 75,347 | $3.53M | 0.02% | +75,347 | New |
| Twinbeech Capital LP | 75,204 | $3.53M | 0.07% | +75,204 | New |
| Standard Life Aberdeen plc | 73,885 | $3.47M | 0.01% | +1,429+2.0% | Added |
| Pictet Asset Management Holding SA | 73,070 | $3.43M | 0.00% | −4,947−6.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,700 | $3.41M | 0.03% | −3,300−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,523 | $3.40M | 0.01% | −22,524−23.7% | Reduced |
| Danske Bank A/S | 72,303 | $3.39M | 0.01% | +72,303 | New |
| Cerity Partners LLC | 70,452 | $3.30M | 0.01% | +16,163+29.8% | Added |
| Resona Asset Management Co.,Ltd. | 70,413 | $3.30M | 0.02% | +70,413 | New |
| State Board of Administration of Florida Retirement System | 105,212 | $3.27M | 0.01% | −15,546−12.9% | Reduced |
| Wellington Shields Capital Management, LLC | 69,147 | $3.24M | 0.61% | −5,273−7.1% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 68,059 | $3.19M | 0.28% | −702−1.0% | Reduced |
| Coastal Bridge Advisors, LLC | 67,330 | $3.16M | 0.73% | −1,215−1.8% | Reduced |
| Alaska Permanent Fund Corp | 67,032 | $3.14M | 0.05% | −8,039−10.7% | Reduced |
| Walleye Trading LLC | 67,027 | $3.14M | 0.05% | +34,581+106.6% | Added |
| QRG Capital Management, Inc. | 64,985 | $3.05M | 0.04% | −1,410−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 64,391 | $3.02M | 0.03% | +64,391 | New |
| Royal London Asset Management Ltd | 63,064 | $2.96M | 0.01% | −1,449−2.2% | Reduced |
| Augustine Asset Management Inc | 62,525 | $2.93M | 1.22% | +778+1.3% | Added |
| Louisiana State Employees Retirement System | 62,300 | $2.92M | 0.06% | +1,500+2.5% | Added |
| Mercer Global Advisors Inc | 61,366 | $2.88M | 0.01% | −1,110−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 60,644 | $2.84M | 0.01% | +1,461+2.5% | Added |
| Diversified Trust Co | 59,728 | $2.80M | 0.08% | +7,881+15.2% | Added |
| Arizona State Retirement System | 59,542 | $2.79M | 0.02% | +184+0.3% | Added |
| Citigroup Inc | 58,459 | $2.74M | 0.00% | −11,486−16.4% | Reduced |
| Andra AP-fonden | 58,207 | $2.73M | 0.05% | −150,593−72.1% | Reduced |
| Mirabaud Asset Management Ltd | 56,321 | $2.64M | 1.07% | +9,497+20.3% | Added |
| Forsta Ap-Fonden | 56,200 | $2.64M | 0.02% | +4,500+8.7% | Added |
| Prudential Financial Inc | 55,379 | $2.60M | 0.00% | +20,610+59.3% | Added |
| Oregon Public Employees Retirement Fund | 53,497 | $2.51M | 0.05% | −7,426−12.2% | Reduced |
| State of Michigan Retirement System | 53,200 | $2.50M | 0.01% | +1,300+2.5% | Added |
| KBC Group NV | 52,916 | $2.48M | 0.01% | −69,298−56.7% | Reduced |
| Kames Capital plc | 52,363 | $2.46M | 0.04% | −16,796−24.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 51,912 | $2.44M | 0.00% | +10,908+26.6% | Added |
| Neuberger Berman Group LLC | 51,435 | $2.41M | 0.00% | −5,764−10.1% | Reduced |
| Kestra Advisory Services, LLC | 50,426 | $2.37M | 0.02% | +9,798+24.1% | Added |
| Twin Capital Management Inc | 50,248 | $2.36M | 0.29% | −5,074−9.2% | Reduced |
| Toronto Dominion Bank | 49,629 | $2.33M | 0.00% | −7,241−12.7% | Reduced |
| Korea Investment CORP | 48,440 | $2.27M | 0.01% | +5,401+12.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,285 | $2.27M | 0.06% | +126+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,886 | $2.25M | 0.02% | +118+0.2% | Added |
| Ameritas Investment Partners, Inc. | 47,737 | $2.24M | 0.08% | −347−0.7% | Reduced |
| IFM Investors Pty Ltd | 46,829 | $2.20M | 0.02% | +293+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 46,692 | $2.19M | 0.02% | −9,085−16.3% | Reduced |
| New York State Teachers Retirement System | 46,146 | $2.17M | 0.00% | +13,000+39.2% | Added |
| Blair William & Co | 45,823 | $2.15M | 0.01% | +2,715+6.3% | Added |
| Mariner, LLC | 45,536 | $2.14M | 0.00% | +1,648+3.8% | Added |
| GFG Capital, LLC | 44,833 | $2.10M | 0.54% | +6,623+17.3% | Added |
| Victory Capital Management Inc | 44,491 | $2.09M | 0.00% | −404,447−90.1% | Reduced |
| Capital International Inc | 44,395 | $2.08M | 0.03% | +9,638+27.7% | Added |
| State of Tennessee, Treasury Department | 43,900 | $2.06M | 0.01% | +43,900 | New |
| Gotham Asset Management, LLC | 43,858 | $2.06M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 43,600 | $2.04M | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 42,799 | $2.01M | 0.14% | +42,799 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 42,385 | $1.99M | 0.12% | +42,385 | New |
| Bleakley Financial Group, LLC | 42,343 | $1.99M | 0.06% | −13,423−24.1% | Reduced |
| Simplicity Wealth,LLC | 42,334 | $1.99M | 0.05% | +42,334 | New |
| Balyasny Asset Management LLC | 42,045 | $1.97M | 0.01% | −737,367−94.6% | Reduced |
| DekaBank Deutsche Girozentrale | 41,760 | $1.97M | 0.00% | +9,273+28.5% | Added |