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, Q2 2024
Institutional positions in Carlyle Group Inc. as of Jun 30, 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
- 516
- +4 vs. Q1 2024
- Shares held
- 210.1M
- +1.51M (+0.7%) vs. Q1 2024
- Total value
- $8.43B
- −$1.34B (−13.7%) vs. Q1 2024
- New holders
- 58
- 185 more added
- Sold out
- 54
- 185 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 1 | $40 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $78 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $80 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 3 | $120 | 0.00% | −197−98.5% | Reduced |
| Birchbrook, Inc. | 53 | $342 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $563 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $683 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 121 | $781 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 22 | $910 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.00K | 0.00% | +5+25.0% | Added |
| Jones Financial Companies LLLP | 37 | $1.49K | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 39 | $1.57K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 44 | $1.77K | 0.00% | +44 | New |
| Continuum Advisory, LLC | 49 | $1.97K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $2.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 49 | $2.25K | 0.00% | −251−83.7% | Reduced |
| Private Wealth Management Group, LLC | 64 | $2.57K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 64 | $2.58K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 72 | $2.89K | 0.00% | +72 | New |
| Wolff Wiese Magana LLC | 75 | $3.01K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 65 | $3.05K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 91 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 85 | $3.41K | 0.00% | +85 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $4.30K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 130 | $4.70K | 0.00% | −99−43.2% | Reduced |
| Parkside Financial Bank & Trust | 119 | $4.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 123 | $4.94K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 131 | $5.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $5.62K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 150 | $6.02K | 0.00% | +150 | New |
| Nisa Investment Advisors, LLC | 160 | $6.42K | 0.00% | +90+128.6% | Added |
| WR Wealth Planners, LLC | 174 | $6.99K | 0.00% | +92+112.2% | Added |
| Bruce G. Allen Investments, LLC | 179 | $7.19K | 0.01% | −20−10.1% | Reduced |
| Bell Investment Advisors, Inc | 182 | $7.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $8.03K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 239 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $9.30K | 0.00% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $10.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $10.5K | 0.00% | +262 | New |
| NBT Bank N A | 266 | $10.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 278 | $11.0K | 0.01% | +1+0.4% | Added |
| Farmers & Merchants Investments Inc | 280 | $11.2K | 0.00% | +200+250.0% | Added |
| TSFG, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $12.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 310 | $12.4K | 0.00% | −2,132−87.3% | Reduced |
| Huntington National Bank | 314 | $12.6K | 0.00% | +9+3.0% | Added |
| Global X Japan Co., Ltd. | 314 | $12.6K | 0.00% | +314 | New |
| First Horizon Advisors, Inc. | 328 | $13.2K | 0.00% | +26+8.6% | Added |
| Smartleaf Asset Management LLC | 364 | $14.5K | 0.00% | +244+203.3% | Added |
| Capital Advisors, Ltd. LLC | 390 | $16.0K | 0.00% | +325+500.0% | Added |
| Cornerstone Planning Group LLC | 395 | $16.2K | 0.00% | −70−15.1% | Reduced |
| TD Private Client Wealth LLC | 425 | $17.1K | 0.00% | −10,191−96.0% | Reduced |
| Castleview Partners, LLC | 432 | $17.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 491 | $19.4K | 0.00% | −104−17.5% | Reduced |
| EverSource Wealth Advisors, LLC | 425 | $21.1K | 0.00% | −3,271−88.5% | Reduced |
| AdvisorNet Financial, Inc | 531 | $21.3K | 0.00% | −20−3.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $24.1K | 0.01% | +600 | New |
| Quadrant Capital Group LLC | 637 | $25.6K | 0.00% | +613+2,554.2% | Added |
| Benjamin Edwards Inc | 671 | $27.0K | 0.01% | −61−8.3% | Reduced |
| Tobam | 670 | $27.0K | 0.00% | +670 | New |
| Quarry LP | 786 | $31.6K | 0.01% | −326−29.3% | Reduced |
| Global Retirement Partners, LLC | 786 | $31.6K | 0.00% | −60−7.1% | Reduced |
| Acadian Asset Management LLC | 835 | $33.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 865 | $34.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 880 | $35.3K | 0.01% | −74−7.8% | Reduced |
| Ronald Blue Trust, Inc. | 770 | $36.1K | 0.00% | +643+506.3% | Added |
| IFP Advisors, Inc | 904 | $36.3K | 0.00% | +9+1.0% | Added |
| Proequities, Inc. | 920 | $36.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,001 | $40.2K | 0.00% | −100−9.1% | Reduced |
| Principal Securities, Inc. | 1,096 | $44.0K | 0.00% | +615+127.9% | Added |
| Compass Wealth Management LLC | 1,215 | $48.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,245 | $50.0K | 0.00% | +45+3.8% | Added |
| BOK Financial Private Wealth, Inc. | 1,300 | $52.2K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,382 | $55.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,475 | $59.2K | 0.02% | −250−14.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,500 | $60.0K | 0.00% | −7,322−83.0% | Reduced |
| Bogart Wealth, LLC | 1,545 | $62.0K | 0.00% | +1+0.1% | Added |
| Ostrum Asset Management | 1,551 | $62.3K | 0.01% | −121−7.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,850 | $74.9K | 0.00% | +700+60.9% | Added |
| Concord Wealth Partners | 2,000 | $80.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,051 | $82.0K | 0.00% | −9,190−81.8% | Reduced |
| Larson Financial Group LLC | 2,155 | $86.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,167 | $87.0K | 0.05% | +17+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,290 | $91.9K | 0.00% | −592−20.5% | Reduced |
| Sandy Spring Bank | 2,542 | $100.6K | 0.00% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,543 | $102.1K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,550 | $102.4K | 0.05% | −50−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,613 | $104.9K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,800 | $112.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,970 | $119.2K | 0.09% | +523+21.4% | Added |
| Storebrand Asset Management AS | 3,023 | $121.4K | 0.00% | −133,246−97.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,127 | $125.5K | 0.03% | +3,127 | New |