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 |
|---|---|---|---|---|---|
| Capital International Investors | 2,409,989 | $96.8M | 0.02% | −627,970−20.7% | Reduced |
| Bank of New York Mellon Corp | 2,727,870 | $109.5M | 0.02% | +55,662+2.1% | Added |
| Ameriprise Financial Inc | 2,818,804 | $113.2M | 0.03% | −238,936−7.8% | Reduced |
| Legal & General Group Plc | 3,688,045 | $148.1M | 0.04% | −200,866−5.2% | Reduced |
| Geode Capital Management, LLC | 3,920,901 | $157.2M | 0.01% | +139,639+3.7% | Added |
| Beutel, Goodman & Co Ltd. | 4,332,629 | $174.0M | 0.92% | +15,810+0.4% | Added |
| Ariel Investments, LLC | 4,937,725 | $198.2M | 2.15% | +54,805+1.1% | Added |
| Boston Partners | 5,099,928 | $204.8M | 0.25% | +2,773,635+119.2% | Added |
| Vulcan Value Partners, LLC | 7,495,229 | $300.8M | 4.59% | −297,399−3.8% | Reduced |
| State Street Corp | 7,710,599 | $309.6M | 0.01% | −361,509−4.5% | Reduced |
| Alkeon Capital Management LLC | 8,246,041 | $331.1M | 1.70% | −400,000−4.6% | Reduced |
| William Blair Investment Management, LLC | 11,545,457 | $463.6M | 1.22% | −273,946−2.3% | Reduced |
| Morgan Stanley | 12,855,796 | $516.2M | 0.04% | −394,170−3.0% | Reduced |
| Capital World Investors | 20,044,821 | $804.8M | 0.13% | −8,1910.0% | Reduced |
| BlackRock Inc. | 22,707,434 | $911.7M | 0.02% | −661,808−2.8% | Reduced |
| Vanguard Group Inc | 23,337,147 | $937.0M | 0.02% | +3,7310.0% | Added |
| Wafra Inc. | 0 | $0 | 0.00% | −431,780−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −318,913−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −286,508−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −201,805−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −189,459−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −162,670−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −107,830−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −87,027−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −79,281−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −75,204−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −56,321−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −42,799−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,876−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −25,315−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −24,849−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,657−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,219−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −16,178−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −14,969−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −13,368−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,196−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −7,620−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,104−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −5,523−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,972−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −4,851−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −4,687−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −4,666−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |