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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 3,227 | $128.7K | 0.00% | +1,354+72.3% | Added |
| 1832 Asset Management L.P. | 3,220 | $129.3K | 0.00% | +2,045+174.0% | Added |
| Leonteq Securities AG | 3,584 | $143.9K | 0.02% | −2,100−36.9% | Reduced |
| CWM, LLC | 3,746 | $150.0K | 0.00% | +410+12.3% | Added |
| Hamilton Capital Partners Inc. | 3,800 | $152.6K | 0.02% | +3,800 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $160.9K | 0.05% | +4,008 | New |
| Point72 Hong Kong Ltd | 4,278 | $171.8K | 0.01% | +4,278 | New |
| Pension & Wealth Management Advisors, Inc. | 4,335 | $174.1K | 0.10% | +4,335 | New |
| GAMMA Investing LLC | 4,488 | $180.2K | 0.02% | +3,332+288.2% | Added |
| Credit Agricole S A | 4,500 | $180.7K | 0.00% | +4,500 | New |
| Vestcor Inc | 4,564 | $183.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,787 | $192.2K | 0.00% | −72−1.5% | Reduced |
| PGGM Investments | 4,894 | $196.0K | 0.00% | +1,266+34.9% | Added |
| Spire Wealth Management | 4,902 | $196.8K | 0.01% | −210−4.1% | Reduced |
| Tranquility Partners, LLC | 4,992 | $200.4K | 0.08% | −1,313−20.8% | Reduced |
| Ci Investments Inc. | 5,002 | $201.0K | 0.00% | +54+1.1% | Added |
| Mission Wealth Management, LP | 5,014 | $201.3K | 0.01% | 00.0% | Unchanged |
| Slow Capital, Inc. | 5,041 | $202.4K | 0.03% | −3,686−42.2% | Reduced |
| YHB Investment Advisors, Inc. | 5,065 | $203.4K | 0.02% | +100+2.0% | Added |
| KRS Capital Management, LLC | 5,120 | $205.6K | 0.15% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,129 | $205.9K | 0.00% | +5,129 | New |
| Regatta Capital Group, LLC | 5,144 | $206.5K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 5,174 | $207.7K | 0.00% | +5,174 | New |
| M&T Bank Corp | 5,175 | $207.8K | 0.00% | −400−7.2% | Reduced |
| Investment Management Corp of Ontario | 5,209 | $209.1K | 0.01% | +5,209 | New |
| Vident Advisory, LLC | 5,326 | $213.8K | 0.01% | +5,326 | New |
| Rafferty Asset Management, LLC | 5,328 | $213.9K | 0.00% | +5,328 | New |
| American Trust | 5,377 | $215.9K | 0.02% | −305−5.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,423 | $217.7K | 0.01% | −339−5.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,500 | $221.0K | 0.08% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,516 | $221.5K | 0.02% | +844+18.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,554 | $223.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,657 | $227.1K | 0.11% | +3,729+193.4% | Added |
| O'Shaughnessy Asset Management, LLC | 5,740 | $230.5K | 0.00% | +882+18.2% | Added |
| Intech Investment Management LLC | 5,748 | $230.8K | 0.00% | +16+0.3% | Added |
| Snowden Capital Advisors LLC | 5,781 | $232.1K | 0.01% | −13,459−70.0% | Reduced |
| Fort Point Capital Partners LLC | 5,870 | $235.7K | 0.03% | −580−9.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,888 | $236.4K | 0.00% | −10,248−63.5% | Reduced |
| Profund Advisors LLC | 5,917 | $237.6K | 0.01% | −1,446−19.6% | Reduced |
| Pictet North America Advisors SA | 5,950 | $238.9K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,957 | $239.2K | 0.00% | −14,055−70.2% | Reduced |
| Catalyst Capital Advisors LLC | 6,000 | $240.9K | 0.01% | +6,000 | New |
| Spirit of America Management Corp | 6,050 | $242.9K | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $246.9K | 0.00% | +216+3.6% | Added |
| BFSG, LLC | 6,240 | $250.5K | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 6,265 | $251.5K | 0.00% | +505+8.8% | Added |
| Harbor Investment Advisory, LLC | 6,300 | $252.9K | 0.03% | +300+5.0% | Added |
| UniSuper Management Pty Ltd | 6,300 | $252.9K | 0.00% | +3,200+103.2% | Added |
| Macquarie Group Ltd | 6,304 | $253.1K | 0.00% | −76,075−92.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,377 | $256.0K | 0.00% | −836−11.6% | Reduced |
| DMG Group, LLC | 6,479 | $260.1K | 0.22% | +61+1.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,509 | $261.3K | 0.02% | +6,509 | New |
| Davenport & Co LLC | 6,657 | $267.3K | 0.00% | +844+14.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,662 | $267.5K | 0.00% | +2,148+47.6% | Added |
| Rathbone Brothers plc | 6,716 | $269.6K | 0.00% | −2,300−25.5% | Reduced |
| Enterprise Financial Services Corp | 6,780 | $272.2K | 0.17% | −160−2.3% | Reduced |
| FORA Capital, LLC | 6,914 | $277.6K | 0.03% | +6,914 | New |
| Park Avenue Securities LLC | 6,949 | $279.0K | 0.00% | −503−6.7% | Reduced |
| Triad Wealth Partners, LLC | 6,965 | $279.6K | 0.15% | +6,965 | New |
| SlateStone Wealth, LLC | 7,029 | $282.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $283.3K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,346 | $291.2K | 0.00% | +7,346 | New |
| Verdence Capital Advisors LLC | 7,442 | $298.8K | 0.03% | +7,442 | New |
| Guggenheim Capital LLC | 7,486 | $300.6K | 0.00% | +2,678+55.7% | Added |
| EdgeRock Capital LLC | 7,491 | $300.8K | 0.23% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 7,549 | $303.1K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,640 | $306.7K | 0.17% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,653 | $307.3K | 0.02% | +1,275+20.0% | Added |
| Swiss Life Asset Management Ltd | 7,687 | $308.6K | 0.00% | −2,563−25.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,696 | $309.0K | 0.00% | −19,131−71.3% | Reduced |
| Visionary Wealth Advisors | 7,748 | $311.1K | 0.02% | −97−1.2% | Reduced |
| NewEdge Wealth, LLC | 7,938 | $318.7K | 0.01% | −10,482−56.9% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $322.4K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 8,128 | $326.3K | 0.02% | +66+0.8% | Added |
| Glenview Trust Co | 8,196 | $329.1K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,200 | $329.2K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,240 | $330.8K | 0.01% | −105−1.3% | Reduced |
| Wolverine Trading, LLC | 8,312 | $333.7K | 0.01% | +8,312 | New |
| Fiduciary Group LLC | 8,500 | $341.3K | 0.04% | +100+1.2% | Added |
| Shelton Capital Management | 8,654 | $347.5K | 0.01% | −655−7.0% | Reduced |
| E&G Advisors, LP | 8,700 | $349.3K | 0.10% | +69+0.8% | Added |
| Janus Henderson Group PLC | 8,794 | $353.1K | 0.00% | −4,991−36.2% | Reduced |
| Triangle Securities Wealth Management | 9,020 | $362.2K | 0.10% | −75−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 9,257 | $371.7K | 0.01% | +9,257 | New |
| Kovack Advisors, Inc. | 9,336 | $374.8K | 0.04% | +23+0.2% | Added |
| Cresset Asset Management, LLC | 9,375 | $376.4K | 0.00% | +444+5.0% | Added |
| Capula Management Ltd | 9,945 | $399.3K | 0.00% | +9,945 | New |
| Private Advisor Group, LLC | 9,983 | $400.8K | 0.00% | +1,476+17.4% | Added |
| Raymond James Trust N.A. | 10,057 | $403.8K | 0.01% | −4,856−32.6% | Reduced |
| Hemington Wealth Management | 10,120 | $406.0K | 0.14% | −8,966−47.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,128 | $406.6K | 0.22% | −1,186−10.5% | Reduced |
| ProShare Advisors LLC | 10,183 | $408.8K | 0.00% | −380−3.6% | Reduced |
| Pathstone Holdings, LLC | 10,278 | $412.7K | 0.00% | +1,028+11.1% | Added |
| Tokio Marine Asset Management Co Ltd | 10,408 | $417.9K | 0.02% | +1,241+13.5% | Added |
| Moneta Group Investment Advisors LLC | 10,503 | $421.7K | 0.01% | +4,483+74.5% | Added |
| Fort Sheridan Advisors LLC | 10,550 | $423.6K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 10,600 | $425.6K | 0.46% | 00.0% | Unchanged |
| Schroder Investment Management Group | 10,692 | $429.3K | 0.00% | +10,692 | New |
| Guinness Asset Management LTD | 10,702 | $429.7K | 0.01% | −899−7.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,892 | $437.3K | 0.04% | −1,106−9.2% | Reduced |