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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 41,544 | $1.95M | 0.01% | +6,359+18.1% | Added |
| Amica Mutual Insurance Co | 40,680 | $1.91M | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 40,194 | $1.89M | 0.09% | +27,752+223.1% | Added |
| Bokf, NA | 40,605 | $1.88M | 0.03% | +1,937+5.0% | Added |
| CI Private Wealth, LLC | 39,022 | $1.83M | 0.00% | −1,908−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 38,912 | $1.83M | 0.00% | −32,195−45.3% | Reduced |
| HighTower Advisors, LLC | 37,854 | $1.77M | 0.00% | −279−0.7% | Reduced |
| Moody National Bank Trust Division | 37,565 | $1.76M | 0.14% | +86+0.2% | Added |
| Achmea Investment Management B.V. | 36,604 | $1.72M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,400 | $1.71M | 0.02% | −100−0.3% | Reduced |
| Xponance, Inc. | 36,047 | $1.69M | 0.02% | +9,709+36.9% | Added |
| Truist Financial Corp | 35,325 | $1.66M | 0.00% | +1,578+4.7% | Added |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.78% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 34,800 | $1.63M | 1.07% | 00.0% | Unchanged |
| Park Circle Co | 34,765 | $1.63M | 1.52% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 34,588 | $1.62M | 0.09% | +7,651+28.4% | Added |
| Tredje AP-fonden | 34,567 | $1.62M | 0.02% | +1,525+4.6% | Added |
| SEI Investments Co | 34,165 | $1.60M | 0.00% | −484−1.4% | Reduced |
| Allianz Asset Management GmbH | 34,083 | $1.60M | 0.00% | −12,287−26.5% | Reduced |
| Sigma Planning Corp | 34,045 | $1.60M | 0.05% | +24,840+269.9% | Added |
| Teza Capital Management LLC | 33,912 | $1.59M | 0.21% | −47,633−58.4% | Reduced |
| Cetera Investment Advisers | 33,560 | $1.57M | 0.00% | +25,002+292.1% | Added |
| Herbst Group, LLC | 33,000 | $1.55M | 0.96% | +100+0.3% | Added |
| Pacer Advisors, Inc. | 32,690 | $1.53M | 0.00% | +150+0.5% | Added |
| Handelsbanken Fonder AB | 30,700 | $1.44M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,875 | $1.40M | 0.01% | −3,481−10.4% | Reduced |
| Public Sector Pension Investment Board | 29,037 | $1.36M | 0.01% | +200+0.7% | Added |
| The PNC Financial Services Group, Inc. | 28,764 | $1.35M | 0.00% | −428−1.5% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.35M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 28,399 | $1.33M | 0.00% | −2,238−7.3% | Reduced |
| Sierra Capital LLC | 27,996 | $1.31M | 0.17% | −44,757−61.5% | Reduced |
| D.A. Davidson & Co. | 27,822 | $1.31M | 0.01% | −900−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 27,760 | $1.30M | 0.02% | −7,928−22.2% | Reduced |
| Jeppson Wealth Management, LLC | 27,742 | $1.30M | 0.50% | −697−2.5% | Reduced |
| Empowered Funds, LLC | 26,977 | $1.27M | 0.02% | +3,015+12.6% | Added |
| Waterfront Wealth Inc. | 27,665 | $1.26M | 0.35% | −250−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,827 | $1.26M | 0.00% | −1,098−3.9% | Reduced |
| Qsemble Capital Management, LP | 26,120 | $1.23M | 0.27% | +15,273+140.8% | Added |
| Bayesian Capital Management, LP | 25,876 | $1.21M | 0.12% | +25,876 | New |
| British Columbia Investment Management Corp | 25,824 | $1.21M | 0.01% | +969+3.9% | Added |
| Paradigm Asset Management Co LLC | 25,700 | $1.21M | 0.31% | 00.0% | Unchanged |
| Ossiam | 25,540 | $1.20M | 0.02% | +18,212+248.5% | Added |
| Ethic Inc. | 25,315 | $1.19M | 0.03% | +16,875+199.9% | Added |
| XTX Topco Ltd | 25,208 | $1.18M | 0.16% | +25,208 | New |
| Hoertkorn Richard Charles | 25,100 | $1.18M | 0.51% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 24,913 | $1.17M | 0.01% | +432+1.8% | Added |
| FJ Capital Management LLC | 24,849 | $1.17M | 0.12% | +24,849 | New |
| Citadel Advisors LLC | 24,506 | $1.15M | 0.00% | +1,246+5.4% | Added |
| New York Life Investment Management LLC | 24,141 | $1.13M | 0.01% | +2,293+10.5% | Added |
| Apollon Wealth Management, LLC | 24,018 | $1.13M | 0.04% | +363+1.5% | Added |
| State of Alaska, Department of Revenue | 23,485 | $1.10M | 0.01% | +105+0.4% | Added |
| Kestra Private Wealth Services, LLC | 23,446 | $1.10M | 0.02% | −9,165−28.1% | Reduced |
| Riverwater Partners LLC | 21,761 | $1.02M | 0.75% | +228+1.1% | Added |
| Hilltop Holdings Inc. | 21,229 | $995.9K | 0.11% | +1,221+6.1% | Added |
| Stamos Capital Partners, L.P. | 21,180 | $993.6K | 0.23% | +9,200+76.8% | Added |
| Emfo, LLC | 20,725 | $972.2K | 0.89% | +4,500+27.7% | Added |
| Federated Hermes, Inc. | 20,717 | $971.8K | 0.00% | −5,371−20.6% | Reduced |
| Group One Trading, L.P. | 20,657 | $969.0K | 0.03% | +20,657 | New |
| Nomura Holdings Inc | 20,219 | $948.5K | 0.01% | −73,487−78.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $943.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,012 | $938.8K | 0.01% | −1,157−5.5% | Reduced |
| Gamco Investors, Inc. Et Al | 20,000 | $938.2K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 19,886 | $932.9K | 0.04% | +5,945+42.6% | Added |
| TD Waterhouse Canada Inc. | 18,523 | $928.7K | 0.01% | +725+4.1% | Added |
| Elo Mutual Pension Insurance Co | 19,780 | $928.0K | 0.02% | +925+4.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,412 | $910.6K | 0.03% | −220−1.1% | Reduced |
| Snowden Capital Advisors LLC | 19,240 | $902.5K | 0.03% | +3,388+21.4% | Added |
| Hemington Wealth Management | 19,086 | $896.0K | 0.32% | −36,630−65.7% | Reduced |
| Capital Management Associates | 18,004 | $844.6K | 1.01% | −1,302−6.7% | Reduced |
| Securian Asset Management, Inc | 17,802 | $835.1K | 0.02% | −428−2.3% | Reduced |
| MML Investors Services, LLC | 17,742 | $832.0K | 0.00% | +734+4.3% | Added |
| Gulf International Bank (UK) Ltd | 17,648 | $827.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 17,574 | $824.4K | 0.02% | +6,677+61.3% | Added |
| Arete Wealth Advisors, LLC | 17,413 | $816.2K | 0.08% | +9+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,331 | $813.0K | 0.01% | +54+0.3% | Added |
| Van Eck Associates Corp | 16,967 | $796.0K | 0.00% | +1,035+6.5% | Added |
| Carson Advisory Inc. | 16,516 | $774.8K | 0.54% | −497−2.9% | Reduced |
| Garrison Bradford & Associates Inc | 16,428 | $771.0K | 0.80% | +14+0.1% | Added |
| United Services Automobile Association | 16,352 | $767.1K | 0.02% | +16,352 | New |
| O'Rourke & Company, Inc | 16,241 | $762.0K | 0.44% | +1,599+10.9% | Added |
| Friedenthal Financial | 16,178 | $758.9K | 0.47% | −2,373−12.8% | Reduced |
| Integrated Wealth Concepts LLC | 16,136 | $756.9K | 0.01% | +937+6.2% | Added |
| NewEdge Wealth, LLC | 18,420 | $747.5K | 0.02% | +10,607+135.8% | Added |
| Swedbank AB | 15,784 | $740.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15,720 | $737.4K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,390 | $721.9K | 0.01% | −150−1.0% | Reduced |
| Nordea Investment Management AB | 15,265 | $721.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,934 | $711.1K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 14,969 | $702.2K | 0.00% | +70.0% | Added |
| Raymond James Trust N.A. | 14,913 | $699.6K | 0.02% | +730+5.1% | Added |
| First Manhattan Co | 14,725 | $690.7K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,591 | $684.5K | 0.01% | −3,794−20.6% | Reduced |
| Daiwa Securities Group Inc. | 14,473 | $679.0K | 0.00% | +800+5.9% | Added |
| Aviva PLC | 14,435 | $677.1K | 0.00% | −39,917−73.4% | Reduced |
| Franklin Resources Inc | 14,218 | $667.0K | 0.00% | +734+5.4% | Added |
| Janus Henderson Group PLC | 13,785 | $646.4K | 0.00% | −5,264−27.6% | Reduced |
| Stablepoint Partners, LLC | 13,446 | $630.8K | 0.13% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,368 | $627.1K | 0.03% | +13,368 | New |
| Bridgefront Capital, LLC | 13,329 | $625.3K | 0.48% | +13,329 | New |
| Axq Capital, LP | 13,300 | $623.9K | 0.15% | +13,300 | New |