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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 5,000 | $234.6K | 0.01% | +5,000 | New |
| Symmetry Partners, LLC | 4,972 | $233.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,965 | $232.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,948 | $232.0K | 0.00% | +955+23.9% | Added |
| Commerce Bank | 4,944 | $231.9K | 0.00% | +4,944 | New |
| Colony Group, LLC | 4,851 | $228.0K | 0.00% | −1,927−28.4% | Reduced |
| Umb Bank N A | 4,859 | $227.9K | 0.00% | +32+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,858 | $227.9K | 0.00% | +4,858 | New |
| Guggenheim Capital LLC | 4,808 | $225.5K | 0.00% | +4,808 | New |
| Stock Yards Bank & Trust Co | 4,800 | $225.2K | 0.01% | +4,800 | New |
| Quest Partners LLC | 4,734 | $222.1K | 0.04% | +4,734 | New |
| Investment Partners Asset Management, Inc. | 4,696 | $220.3K | 0.20% | +4,696 | New |
| Daymark Wealth Partners, LLC | 4,687 | $219.9K | 0.01% | +4,687 | New |
| Jaffetilchin Investment Partners, LLC | 4,672 | $219.2K | 0.02% | +4,672 | New |
| Mirador Capital Partners LP | 4,666 | $218.9K | 0.04% | +4,666 | New |
| Everhart Financial Group, Inc. | 4,607 | $216.1K | 0.06% | +4,607 | New |
| Vestcor Inc | 4,564 | $214.0K | 0.01% | −32−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,561 | $214.0K | 0.00% | +4,561 | New |
| Envestnet Portfolio Solutions, Inc. | 4,514 | $211.7K | 0.00% | +4,514 | New |
| Herold Advisors, Inc. | 4,500 | $211.1K | 0.05% | +4,500 | New |
| Toroso Investments, LLC | 4,307 | $202.0K | 0.00% | +4,307 | New |
| Atlas Capital Advisors LLC | 4,125 | $193.5K | 0.03% | +4,125 | New |
| PGGM Investments | 3,628 | $170.0K | 0.00% | +3,628 | New |
| EverSource Wealth Advisors, LLC | 3,696 | $165.6K | 0.01% | +839+29.4% | Added |
| CWM, LLC | 3,336 | $156.0K | 0.00% | +605+22.2% | Added |
| UniSuper Management Pty Ltd | 3,100 | $145.4K | 0.00% | +1,700+121.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,882 | $132.2K | 0.00% | +335+13.2% | Added |
| Ramirez Asset Management, Inc. | 2,800 | $131.3K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,613 | $122.6K | 0.04% | +2,613 | New |
| Barrett & Company, Inc. | 2,600 | $122.0K | 0.06% | +2,600 | New |
| Stelac Advisory Services LLC | 2,543 | $119.3K | 0.06% | +2,543 | New |
| Sandy Spring Bank | 2,542 | $117.6K | 0.01% | −148−5.5% | Reduced |
| Western Pacific Wealth Management, LP | 2,447 | $114.8K | 0.08% | +313+14.7% | Added |
| Fifth Third Bancorp | 2,442 | $114.6K | 0.00% | +251+11.5% | Added |
| Larson Financial Group LLC | 2,155 | $101.1K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,150 | $100.8K | 0.06% | +16+0.7% | Added |
| Concord Wealth Partners | 2,000 | $93.8K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,928 | $90.4K | 0.08% | +1,206+167.0% | Added |
| Rakuten Investment Management, Inc. | 1,873 | $87.9K | 0.00% | +1,718+1,108.4% | Added |
| Wellington Shields & Co., LLC | 1,725 | $80.9K | 0.03% | −803−31.8% | Reduced |
| Ostrum Asset Management | 1,672 | $78.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,544 | $72.4K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,382 | $64.8K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,215 | $57.0K | 0.01% | +1,215 | New |
| Rothschild Investment LLC | 1,200 | $56.3K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,175 | $55.1K | 0.00% | +1,175 | New |
| GAMMA Investing LLC | 1,156 | $54.2K | 0.01% | +215+22.8% | Added |
| CIBC Private Wealth Group, LLC | 1,150 | $53.4K | 0.00% | +1,150 | New |
| Quarry LP | 1,112 | $52.2K | 0.02% | +544+95.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,101 | $51.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $46.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 954 | $44.8K | 0.01% | −173−15.4% | Reduced |
| Proequities, Inc. | 920 | $43.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 895 | $42.0K | 0.00% | +19+2.2% | Added |
| CVA Family Office, LLC | 865 | $40.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 846 | $39.7K | 0.00% | +247+41.2% | Added |
| Acadian Asset Management LLC | 835 | $39.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 755 | $35.4K | 0.02% | +555+277.5% | Added |
| Benjamin Edwards Inc | 732 | $34.0K | 0.01% | +35+5.0% | Added |
| SYSTM Wealth Solutions LLC | 719 | $33.7K | 0.00% | +719 | New |
| Farther Finance Advisors, LLC | 595 | $27.6K | 0.00% | −7−1.2% | Reduced |
| AdvisorNet Financial, Inc | 551 | $25.8K | 0.00% | −263−32.3% | Reduced |
| Principal Securities, Inc. | 481 | $22.6K | 0.00% | +133+38.2% | Added |
| Castleview Partners, LLC | 432 | $20.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 465 | $19.1K | 0.01% | +54+13.1% | Added |
| Evermay Wealth Management LLC | 308 | $14.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 305 | $14.3K | 0.00% | +14+4.8% | Added |
| First Horizon Advisors, Inc. | 302 | $14.2K | 0.00% | +146+93.6% | Added |
| Allworth Financial LP | 300 | $14.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $13.0K | 0.01% | −1−0.4% | Reduced |
| NBT Bank N A | 266 | $12.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 239 | $11.0K | 0.00% | +239 | New |
| Planning Capital Management Corp | 229 | $10.2K | 0.01% | +101+78.9% | Added |
| Glen Eagle Advisors, LLC | 200 | $9.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $9.38K | 0.00% | +200 | New |
| Bruce G. Allen Investments, LLC | 199 | $9.34K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $8.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $6.57K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 131 | $6.15K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 127 | $5.96K | 0.00% | −178−58.4% | Reduced |
| Harbour Investments, Inc. | 123 | $5.77K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 120 | $5.61K | 0.00% | +120 | New |
| Parkside Financial Bank & Trust | 119 | $5.58K | 0.00% | +25+26.6% | Added |
| Key Financial Inc | 112 | $5.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $5.02K | 0.00% | +68+174.4% | Added |
| Wetzel Investment Advisors, Inc. | 109 | $4.76K | 0.00% | +109 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $4.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $3.85K | 0.00% | +11+13.8% | Added |
| WR Wealth Planners, LLC | 82 | $3.85K | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 80 | $3.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $3.52K | 0.00% | +75 | New |
| Colonial Trust Co | 74 | $3.46K | 0.00% | −3−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 70 | $3.28K | 0.00% | 00.0% | Unchanged |