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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 13,196 | $619.0K | 0.02% | +13,196 | New |
| Tower Research Capital LLC (TRC) | 13,192 | $618.8K | 0.01% | −36,548−73.5% | Reduced |
| Thoroughbred Financial Services, LLC | 13,099 | $614.0K | 0.06% | −3,113−19.2% | Reduced |
| Zhang Financial LLC | 12,928 | $606.4K | 0.04% | −1,314−9.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,678 | $595.0K | 0.01% | +1,473+13.1% | Added |
| TBH Global Asset Management, LLC | 12,537 | $588.1K | 0.12% | −226−1.8% | Reduced |
| Intrepid Capital Management Inc | 12,483 | $585.6K | 0.38% | +380+3.1% | Added |
| Carret Asset Management, LLC | 12,365 | $580.0K | 0.07% | −100−0.8% | Reduced |
| GWM Advisors LLC | 12,328 | $578.3K | 0.01% | +11,179+972.9% | Added |
| Stiles Financial Services Inc | 12,205 | $572.6K | 0.23% | −268−2.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,099 | $567.6K | 0.00% | −2,581−17.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,998 | $562.8K | 0.06% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 11,819 | $554.4K | 0.08% | +16+0.1% | Added |
| Captrust Financial Advisors | 11,724 | $550.0K | 0.00% | −5,352−31.3% | Reduced |
| FFT Wealth Management LLC | 11,613 | $544.8K | 0.05% | +1,538+15.3% | Added |
| Guinness Asset Management LTD | 11,601 | $544.2K | 0.01% | −355−3.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,314 | $530.7K | 0.29% | +271+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,241 | $527.0K | 0.01% | −9,314−45.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,207 | $525.7K | 0.00% | +507+4.7% | Added |
| North Star Investment Management Corp. | 11,065 | $519.1K | 0.04% | +186+1.7% | Added |
| Degroof Petercam Asset Management | 10,800 | $506.6K | 0.01% | −93,700−89.7% | Reduced |
| Creative Planning | 10,794 | $506.4K | 0.00% | +10,794 | New |
| PFG Investments, LLC | 10,670 | $500.5K | 0.03% | −57−0.5% | Reduced |
| TD Private Client Wealth LLC | 10,616 | $498.0K | 0.02% | +437+4.3% | Added |
| Yorktown Management & Research Co Inc | 10,600 | $497.2K | 0.47% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,563 | $495.5K | 0.00% | −823−7.2% | Reduced |
| Fort Sheridan Advisors LLC | 10,550 | $494.9K | 0.09% | +1,050+11.1% | Added |
| Trexquant Investment LP | 10,381 | $487.0K | 0.01% | +10,381 | New |
| Parkside Investments, LLC | 10,350 | $485.5K | 0.08% | +10,350 | New |
| Swiss Life Asset Management Ltd | 10,250 | $480.8K | 0.01% | −3,260−24.1% | Reduced |
| SG Americas Securities, LLC | 10,083 | $473.0K | 0.00% | −101,874−91.0% | Reduced |
| Massachusetts Financial Services Co | 9,766 | $458.1K | 0.00% | +9,766 | New |
| Tritonpoint Wealth, LLC | 11,180 | $454.9K | 0.05% | −6,000−34.9% | Reduced |
| National Asset Management, Inc. | 14,829 | $447.3K | 0.01% | +2,363+19.0% | Added |
| Kovack Advisors, Inc. | 9,313 | $436.9K | 0.05% | −1,541−14.2% | Reduced |
| Shelton Capital Management | 9,309 | $436.7K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,250 | $433.9K | 0.00% | −2,673−22.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,167 | $430.0K | 0.02% | −8−0.1% | Reduced |
| PEAK6 Investments LLC | 9,104 | $427.1K | 0.02% | +9,104 | New |
| Triangle Securities Wealth Management | 9,095 | $426.6K | 0.12% | −75−0.8% | Reduced |
| Rathbone Brothers plc | 9,016 | $422.9K | 0.00% | +9,016 | New |
| Cresset Asset Management, LLC | 8,931 | $419.0K | 0.00% | −596−6.3% | Reduced |
| CIBC World Markets Corp | 8,863 | $415.8K | 0.00% | +2,846+47.3% | Added |
| Harvest Fund Management Co., Ltd | 8,822 | $414.0K | 0.04% | +8,822 | New |
| Slow Capital, Inc. | 8,727 | $409.4K | 0.07% | −705−7.5% | Reduced |
| E&G Advisors, LP | 8,631 | $404.9K | 0.13% | −100−1.1% | Reduced |
| Private Advisor Group, LLC | 8,507 | $399.1K | 0.00% | +2,593+43.8% | Added |
| Capital International Sarl | 8,410 | $394.5K | 0.01% | +8,410 | New |
| Fiduciary Group LLC | 8,400 | $394.0K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,360 | $392.2K | 0.09% | +8,360 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,345 | $391.5K | 0.02% | +8,345 | New |
| Segment Wealth Management, LLC | 8,200 | $384.7K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 8,196 | $384.5K | 0.01% | −1,218−12.9% | Reduced |
| Northeast Investment Management | 8,062 | $378.2K | 0.02% | +1,562+24.0% | Added |
| Principle Wealth Partners LLC | 8,031 | $376.7K | 0.03% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 7,999 | $375.0K | 0.18% | −4,153−34.2% | Reduced |
| Visionary Wealth Advisors | 7,845 | $368.0K | 0.02% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,640 | $358.4K | 0.21% | −7,600−49.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,620 | $357.5K | 0.21% | +7,620 | New |
| Lake Street Advisors Group, LLC | 7,549 | $354.1K | 0.02% | −151−2.0% | Reduced |
| EdgeRock Capital LLC | 7,491 | $351.4K | 0.28% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,452 | $350.0K | 0.00% | +911+13.9% | Added |
| Profund Advisors LLC | 7,363 | $345.4K | 0.01% | +867+13.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,213 | $338.3K | 0.00% | −639−8.1% | Reduced |
| Monograph Wealth Advisors, LLC | 7,175 | $336.6K | 0.05% | +7,175 | New |
| Keebeck Wealth Management, LLC | 7,057 | $331.0K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $330.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,940 | $325.6K | 0.20% | −252−3.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,828 | $320.0K | 0.03% | −2,267−24.9% | Reduced |
| CIBC Asset Management Inc | 6,741 | $316.2K | 0.00% | +14+0.2% | Added |
| Fort Point Capital Partners LLC | 6,450 | $302.6K | 0.04% | −800−11.0% | Reduced |
| DMG Group, LLC | 6,418 | $301.1K | 0.26% | +114+1.8% | Added |
| Moors & Cabot, Inc. | 6,378 | $299.2K | 0.02% | −1,400−18.0% | Reduced |
| Tranquility Partners, LLC | 6,305 | $295.8K | 0.11% | +6,305 | New |
| Centiva Capital, LP | 6,266 | $293.9K | 0.02% | +6,266 | New |
| BFSG, LLC | 6,240 | $292.7K | 0.04% | −90−1.4% | Reduced |
| Jefferies Financial Group Inc. | 6,104 | $286.3K | 0.01% | −47,886−88.7% | Reduced |
| Spirit of America Management Corp | 6,050 | $283.8K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,020 | $282.4K | 0.00% | −1,534−20.3% | Reduced |
| Harbor Investment Advisory, LLC | 6,000 | $281.5K | 0.03% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 5,950 | $279.1K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,934 | $278.4K | 0.00% | −36,400−86.0% | Reduced |
| Davenport & Co LLC | 5,813 | $272.7K | 0.00% | +5,813 | New |
| Dynamic Advisor Solutions LLC | 5,762 | $270.3K | 0.01% | +339+6.3% | Added |
| Wellington Management Group LLP | 5,760 | $270.2K | 0.00% | +536+10.3% | Added |
| Intech Investment Management LLC | 5,732 | $268.9K | 0.00% | +5,732 | New |
| Leonteq Securities AG | 5,684 | $266.6K | 0.04% | +314+5.8% | Added |
| American Trust | 5,682 | $266.5K | 0.02% | +5,682 | New |
| M&T Bank Corp | 5,575 | $261.5K | 0.00% | −198−3.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,554 | $260.5K | 0.01% | +5,554 | New |
| Teacher Retirement System of Texas | 5,503 | $258.0K | 0.00% | −4,485−44.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,500 | $258.0K | 0.09% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,523 | $256.3K | 0.02% | +5,523 | New |
| Aquatic Capital Management LLC | 5,200 | $243.9K | 0.01% | +5,200 | New |
| Kendall Capital Management | 5,170 | $242.5K | 0.08% | −8,057−60.9% | Reduced |
| Regatta Capital Group, LLC | 5,144 | $241.3K | 0.05% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,120 | $240.2K | 0.19% | −1,660−24.5% | Reduced |
| Spire Wealth Management | 5,112 | $239.8K | 0.01% | +17+0.3% | Added |
| Highlander Capital Management, LLC | 5,015 | $235.3K | 0.08% | −750−13.0% | Reduced |
| Mission Wealth Management, LP | 5,014 | $235.2K | 0.01% | 00.0% | Unchanged |