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Carlyle Group Inc.

CG
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Nasdaq
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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

Q2 2024 vs. Q1 2024

How the institutions holding Carlyle Group Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of CG: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders5186516+4
Shares209.4M819.6K210.1M+1.51M (+0.7%)
Value$9.81B$38.4M$8.43B−$1.34B (−13.7%)

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Carlyle Group Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CG in Q2 2024
InstitutionSharesValue% of portfolio
Marshall Wace, LLP921,759$37.0M0.05%
Lazard Asset Management LLC355,754$14.3M0.02%
Corebridge Financial, Inc.273,145$11.0M0.06%
Algebris (UK) Ltd246,922$9.25M2.98%
Quantbot Technologies LP155,189$6.23M0.30%
Wesbanco Bank Inc125,698$5.05M0.19%
Campbell & CO Investment Adviser LLC91,522$3.67M0.31%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)79,165$3.18M0.04%
Kerusso Capital Management LLC63,526$2.55M1.85%
Point72 (DIFC) Ltd51,575$2.07M0.18%
Cubist Systematic Strategies, LLC44,588$1.79M0.03%
Sanctuary Advisors, LLC37,148$1.71M0.01%
Perbak Capital Partners LLP35,519$1.43M0.42%
Mirabella Financial Services LLP34,798$1.40M0.10%
Legacy Capital Wealth Partners, LLC29,378$1.18M0.30%
Quadrature Capital Ltd23,213$932.2K0.02%
DRW Securities, LLC21,675$870.3K0.05%
Clearstead Advisors, LLC19,862$797.5K0.01%
MBB Public Markets I LLC18,493$742.5K0.02%
Two Sigma Investments, LP16,900$678.5K0.00%
SMH Capital Advisors Inc15,845$636.2K1.95%
Belpointe Asset Management LLC13,319$534.8K0.04%
Fortis Capital Advisors, LLC13,319$534.8K0.19%
Y-Intercept (Hong Kong) Ltd12,676$508.9K0.03%
Schroder Investment Management Group10,692$429.3K0.00%
Capula Management Ltd9,945$399.3K0.00%
Capstone Investment Advisors, LLC9,257$371.7K0.01%
Wolverine Trading, LLC8,312$333.7K0.01%
Verdence Capital Advisors LLC7,442$298.8K0.03%
RSM US Wealth Management LLC7,346$291.2K0.00%
Triad Wealth Partners, LLC6,965$279.6K0.15%
FORA Capital, LLC6,914$277.6K0.03%
Fifth Third Wealth Advisors LLC6,509$261.3K0.02%
Catalyst Capital Advisors LLC6,000$240.9K0.01%
Rafferty Asset Management, LLC5,328$213.9K0.00%
Vident Advisory, LLC5,326$213.8K0.01%
Investment Management Corp of Ontario5,209$209.1K0.01%
Atria Investments LLC5,174$207.7K0.00%
Magnetar Financial LLC5,129$205.9K0.00%
Credit Agricole S A4,500$180.7K0.00%
Pension & Wealth Management Advisors, Inc.4,335$174.1K0.10%
Point72 Hong Kong Ltd4,278$171.8K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.4,008$160.9K0.05%
Hamilton Capital Partners Inc.3,800$152.6K0.02%
Point72 Asia (Singapore) Pte. Ltd.3,127$125.5K0.03%
Tobam670$27.0K0.00%
Catalyst Funds Management Pty Ltd600$24.1K0.01%
Global X Japan Co., Ltd.314$12.6K0.00%
Signaturefd, LLC262$10.5K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$9.30K0.00%
Opal Wealth Advisors, LLC150$6.02K0.00%
Cullen/Frost Bankers, Inc.85$3.41K0.00%
Mather Group, LLC.65$3.05K0.00%
Foster Dykema Cabot & Partners, LLC72$2.89K0.00%
Innealta Capital, LLC44$1.77K0.00%
Jones Financial Companies LLLP37$1.49K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$800.00%
Clear Point Advisors Inc.1$400.00%

Sold out (54)

Institutions that held Carlyle Group Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CG in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Wafra Inc.431,780$20.3M
Cinctive Capital Management LP318,913$15.0M
American International Group, Inc.286,508$13.4M
Sienna Gestion201,805$9.47M
Texas Permanent School Fund189,459$8.89M
Jessup Wealth Management, Inc162,670$7.63M
Phase 2 Partners, LLC107,830$5.06M
Eisler Capital (UK) Ltd.87,027$4.08M
Integrated Advisors Network LLC79,281$3.72M
Twinbeech Capital LP75,204$3.53M
Mirabaud Asset Management Ltd56,321$2.64M
Caxton Associates LP42,799$2.01M
Bayesian Capital Management, LP25,876$1.21M
Paradigm Asset Management Co LLC25,700$1.21M
Ethic Inc.25,315$1.19M
FJ Capital Management LLC24,849$1.17M
Group One Trading, L.P.20,657$969.0K
Nomura Holdings Inc20,219$948.5K
Friedenthal Financial16,178$758.9K
AXA S.A.14,969$702.2K
Concurrent Investment Advisors, LLC13,368$627.1K
Axq Capital, LP13,300$623.9K
Engineers Gate Manager LP13,196$619.0K
Parkside Investments, LLC10,350$485.5K
SG Americas Securities, LLC10,083$473.0K
PEAK6 Investments LLC9,104$427.1K
Asahi Life Asset Management Co., Ltd.7,620$357.5K
Monograph Wealth Advisors, LLC7,175$336.6K
Centiva Capital, LP6,266$293.9K
Jefferies Financial Group Inc.6,104$286.3K
Teacher Retirement System of Texas5,503$258.0K
Diversify Advisory Services, LLC5,523$256.3K
Aquatic Capital Management LLC5,200$243.9K
Kendall Capital Management5,170$242.5K
Cary Street Partner Investment Advisory LLC5,000$234.6K
Symmetry Partners, LLC4,972$233.0K
Commerce Bank4,944$231.9K
Colony Group, LLC4,851$228.0K
Stock Yards Bank & Trust Co4,800$225.2K
Investment Partners Asset Management, Inc.4,696$220.3K
Daymark Wealth Partners, LLC4,687$219.9K
Mirador Capital Partners LP4,666$218.9K
Everhart Financial Group, Inc.4,607$216.1K
Crossmark Global Holdings, Inc.4,561$214.0K
Herold Advisors, Inc.4,500$211.1K
Toroso Investments, LLC4,307$202.0K
Atlas Capital Advisors LLC4,125$193.5K
Main Street Group, LTD755$35.4K
SYSTM Wealth Solutions LLC719$33.7K
Key Financial Inc112$5.26K
Wetzel Investment Advisors, Inc.109$4.76K
Colonial Trust Co74$3.46K
Denali Advisors LLC13$610
Anfield Capital Management, LLC6$281

Not filed for Q2 2024 yet (6)

Institutions that held Carlyle Group Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG682,525$32.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund93,865$4.40M
Wilbanks Smith & Thomas Asset Management LLC19,412$910.6K
Degroof Petercam Asset Management10,800$506.6K
Handelsinvest Investeringsforvaltning7,999$375.0K
Highlander Capital Management, LLC5,015$235.3K