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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 131,417 | $5.28M | 0.01% | +1,078+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 126,540 | $5.08M | 0.09% | +36,991+41.3% | Added |
| Robeco Institutional Asset Management B.V. | 125,730 | $5.05M | 0.01% | −32,178−20.4% | Reduced |
| Wesbanco Bank Inc | 125,698 | $5.05M | 0.19% | +125,698 | New |
| State of Wisconsin Investment Board | 124,340 | $4.99M | 0.01% | +7,756+6.7% | Added |
| Winslow Asset Management Inc | 124,266 | $4.99M | 0.98% | +7,591+6.5% | Added |
| Mutual of America Capital Management LLC | 123,629 | $4.96M | 0.05% | −5,356−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 120,708 | $4.85M | 0.01% | +15,496+14.7% | Added |
| Susquehanna International Group, LLP | 118,001 | $4.74M | 0.01% | +14,063+13.5% | Added |
| Price T Rowe Associates Inc | 116,735 | $4.69M | 0.00% | +9,222+8.6% | Added |
| MetLife Investment Management | 113,758 | $4.57M | 0.03% | −5,061−4.3% | Reduced |
| LPL Financial LLC | 113,455 | $4.56M | 0.00% | +15,427+15.7% | Added |
| Amalgamated Bank | 109,216 | $4.38M | 0.04% | −8,783−7.4% | Reduced |
| Stanley-Laman Group, Ltd. | 108,707 | $4.36M | 0.63% | +976+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 107,796 | $4.33M | 0.01% | −11,728−9.8% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $4.30M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 103,226 | $4.14M | 0.01% | +641+0.6% | Added |
| American Century Companies Inc | 101,965 | $4.09M | 0.00% | −8,572−7.8% | Reduced |
| Equitable Trust Co | 99,617 | $4.00M | 0.28% | −1,006−1.0% | Reduced |
| AMG National Trust Bank | 97,963 | $3.93M | 0.11% | −648−0.7% | Reduced |
| Royce & Associates LP | 97,205 | $3.90M | 0.04% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 95,271 | $3.83M | 0.02% | +1,057+1.1% | Added |
| Yousif Capital Management, LLC | 92,707 | $3.72M | 0.04% | −8,326−8.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 91,522 | $3.67M | 0.31% | +91,522 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,137 | $3.66M | 0.01% | +18,614+25.7% | Added |
| State of New Jersey Common Pension Fund D | 89,343 | $3.59M | 0.02% | −25,191−22.0% | Reduced |
| Texas Yale Capital Corp. | 84,784 | $3.40M | 0.16% | +425+0.5% | Added |
| Public Employees Retirement System of Ohio | 83,477 | $3.35M | 0.01% | −1,347−1.6% | Reduced |
| Pictet Asset Management Holding SA | 81,268 | $3.26M | 0.00% | +8,198+11.2% | Added |
| Danske Bank A/S | 81,103 | $3.26M | 0.01% | +8,800+12.2% | Added |
| Janney Montgomery Scott LLC | 80,160 | $3.22M | 0.01% | −1,552−1.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 79,970 | $3.21M | 0.20% | +37,585+88.7% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 79,165 | $3.18M | 0.04% | +79,165 | New |
| Stephens Inc | 79,017 | $3.17M | 0.05% | −700−0.9% | Reduced |
| Alaska Permanent Fund Corp | 63,406 | $3.15M | 0.05% | −3,626−5.4% | Reduced |
| Van Eck Associates Corp | 77,739 | $3.12M | 0.00% | +60,772+358.2% | Added |
| US Bancorp | 76,912 | $3.09M | 0.00% | −621−0.8% | Reduced |
| Asset Management One Co.,Ltd. | 76,695 | $3.08M | 0.01% | +545+0.7% | Added |
| Jane Street Group, LLC | 73,380 | $2.95M | 0.00% | −89,550−55.0% | Reduced |
| Walleye Trading LLC | 73,059 | $2.93M | 0.06% | +6,032+9.0% | Added |
| Teachers Retirement System of the State of Kentucky | 72,700 | $2.92M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 72,127 | $2.90M | 0.01% | −19,085−20.9% | Reduced |
| Commonwealth Equity Services, LLC | 72,065 | $2.89M | 0.00% | −165,220−69.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 71,522 | $2.87M | 0.02% | +1,109+1.6% | Added |
| Qube Research & Technologies Ltd | 70,307 | $2.82M | 0.01% | −71,103−50.3% | Reduced |
| Cerity Partners LLC | 70,102 | $2.81M | 0.01% | −350−0.5% | Reduced |
| Citigroup Inc | 68,911 | $2.77M | 0.00% | +10,452+17.9% | Added |
| Nomura Asset Management Co Ltd | 68,078 | $2.73M | 0.01% | +7,434+12.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 67,097 | $2.69M | 0.24% | −962−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 66,813 | $2.68M | 0.67% | −517−0.8% | Reduced |
| Arizona State Retirement System | 64,448 | $2.59M | 0.02% | +4,906+8.2% | Added |
| Forsta Ap-Fonden | 64,300 | $2.58M | 0.02% | +8,100+14.4% | Added |
| Wellington Shields Capital Management, LLC | 63,874 | $2.56M | 0.47% | −5,273−7.6% | Reduced |
| Kerusso Capital Management LLC | 63,526 | $2.55M | 1.85% | +63,526 | New |
| Royal London Asset Management Ltd | 63,506 | $2.55M | 0.01% | +442+0.7% | Added |
| QRG Capital Management, Inc. | 63,457 | $2.55M | 0.03% | −1,528−2.4% | Reduced |
| Augustine Asset Management Inc | 62,849 | $2.52M | 0.97% | +324+0.5% | Added |
| Neuberger Berman Group LLC | 62,657 | $2.52M | 0.00% | +11,222+21.8% | Added |
| Mercer Global Advisors Inc | 61,684 | $2.48M | 0.01% | +318+0.5% | Added |
| HSBC Holdings PLC | 61,562 | $2.47M | 0.00% | −170,605−73.5% | Reduced |
| Louisiana State Employees Retirement System | 61,100 | $2.45M | 0.05% | −1,200−1.9% | Reduced |
| Diversified Trust Co | 59,623 | $2.39M | 0.07% | −105−0.2% | Reduced |
| Teza Capital Management LLC | 58,611 | $2.35M | 0.29% | +24,699+72.8% | Added |
| Northwestern Mutual Wealth Management Co | 54,545 | $2.19M | 0.00% | +2,633+5.1% | Added |
| KBC Group NV | 53,515 | $2.15M | 0.01% | +599+1.1% | Added |
| Kestra Advisory Services, LLC | 53,283 | $2.14M | 0.01% | +2,857+5.7% | Added |
| State of Michigan Retirement System | 52,000 | $2.09M | 0.01% | −1,200−2.3% | Reduced |
| Twin Capital Management Inc | 51,676 | $2.07M | 0.24% | +1,428+2.8% | Added |
| Point72 (DIFC) Ltd | 51,575 | $2.07M | 0.18% | +51,575 | New |
| State of Tennessee, Treasury Department | 51,549 | $2.07M | 0.01% | +7,649+17.4% | Added |
| Toronto Dominion Bank | 50,268 | $2.02M | 0.00% | +639+1.3% | Added |
| Victory Capital Management Inc | 48,374 | $1.94M | 0.00% | +3,883+8.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,193 | $1.93M | 0.05% | −92−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,859 | $1.92M | 0.01% | −27−0.1% | Reduced |
| IFM Investors Pty Ltd | 46,829 | $1.88M | 0.02% | 00.0% | Unchanged |
| GFG Capital, LLC | 46,512 | $1.87M | 0.51% | +1,679+3.7% | Added |
| New York State Teachers Retirement System | 46,046 | $1.85M | 0.00% | −100−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 45,928 | $1.84M | 0.06% | −1,809−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,476 | $1.83M | 0.02% | −1,216−2.6% | Reduced |
| Blair William & Co | 45,316 | $1.82M | 0.01% | −507−1.1% | Reduced |
| British Columbia Investment Management Corp | 44,984 | $1.81M | 0.01% | +19,160+74.2% | Added |
| Oregon Public Employees Retirement Fund | 44,879 | $1.80M | 0.04% | −8,618−16.1% | Reduced |
| Standard Life Aberdeen plc | 44,816 | $1.80M | 0.00% | −29,069−39.3% | Reduced |
| Fred Alger Management, LLC | 44,603 | $1.79M | 0.01% | +3,059+7.4% | Added |
| Cubist Systematic Strategies, LLC | 44,588 | $1.79M | 0.03% | +44,588 | New |
| Capital International Inc | 44,557 | $1.79M | 0.02% | +162+0.4% | Added |
| Allianz Asset Management GmbH | 44,085 | $1.77M | 0.00% | +10,002+29.3% | Added |
| Gotham Asset Management, LLC | 43,727 | $1.76M | 0.02% | −131−0.3% | Reduced |
| New Mexico Educational Retirement Board | 43,600 | $1.75M | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 43,403 | $1.74M | 0.00% | +9,238+27.0% | Added |
| CI Private Wealth, LLC | 42,870 | $1.72M | 0.00% | +3,848+9.9% | Added |
| Wolf Group Capital Advisors | 42,724 | $1.72M | 0.68% | −8,383−16.4% | Reduced |
| Sanctuary Advisors, LLC | 37,148 | $1.71M | 0.01% | +37,148 | New |
| Bleakley Financial Group, LLC | 41,534 | $1.67M | 0.05% | −809−1.9% | Reduced |
| Simplicity Wealth,LLC | 41,534 | $1.67M | 0.04% | −800−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,311 | $1.66M | 0.19% | +34,483+505.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 40,769 | $1.64M | 0.08% | +6,181+17.9% | Added |
| HRT Financial LP | 40,642 | $1.63M | 0.01% | −34,705−46.1% | Reduced |
| HighTower Advisors, LLC | 39,006 | $1.56M | 0.00% | +1,152+3.0% | Added |
| DekaBank Deutsche Girozentrale | 38,173 | $1.56M | 0.00% | −3,587−8.6% | Reduced |