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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 12,211 | $490.3K | 0.19% | +60.0% | Added |
| Man Group plc | 12,143 | $487.5K | 0.00% | −110,423−90.1% | Reduced |
| Achmea Investment Management B.V. | 12,130 | $487.0K | 0.01% | −24,474−66.9% | Reduced |
| Carret Asset Management, LLC | 12,015 | $482.4K | 0.06% | −350−2.8% | Reduced |
| Creative Planning | 11,905 | $478.0K | 0.00% | +1,111+10.3% | Added |
| TBH Global Asset Management, LLC | 11,773 | $472.7K | 0.11% | −764−6.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,753 | $472.0K | 0.01% | −925−7.3% | Reduced |
| CIBC Asset Management Inc | 11,614 | $466.3K | 0.00% | +4,873+72.3% | Added |
| Franklin Resources Inc | 11,487 | $461.2K | 0.00% | −2,731−19.2% | Reduced |
| Bridgefront Capital, LLC | 11,437 | $459.2K | 0.19% | −1,892−14.2% | Reduced |
| McGowan Group Asset Management, Inc. | 11,388 | $457.2K | 0.06% | −431−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,285 | $453.1K | 0.00% | +78+0.7% | Added |
| Tritonpoint Wealth, LLC | 11,180 | $448.9K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 11,165 | $448.3K | 0.04% | −448−3.9% | Reduced |
| North Star Investment Management Corp. | 10,953 | $439.7K | 0.03% | −112−1.0% | Reduced |
| PFG Investments, LLC | 10,895 | $437.4K | 0.03% | +225+2.1% | Added |
| Kingswood Wealth Advisors, LLC | 10,892 | $437.3K | 0.04% | −1,106−9.2% | Reduced |
| Guinness Asset Management LTD | 10,702 | $429.7K | 0.01% | −899−7.7% | Reduced |
| Schroder Investment Management Group | 10,692 | $429.3K | 0.00% | +10,692 | New |
| Yorktown Management & Research Co Inc | 10,600 | $425.6K | 0.46% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 10,550 | $423.6K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,503 | $421.7K | 0.01% | +4,483+74.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,408 | $417.9K | 0.02% | +1,241+13.5% | Added |
| Pathstone Holdings, LLC | 10,278 | $412.7K | 0.00% | +1,028+11.1% | Added |
| ProShare Advisors LLC | 10,183 | $408.8K | 0.00% | −380−3.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,128 | $406.6K | 0.22% | −1,186−10.5% | Reduced |
| Hemington Wealth Management | 10,120 | $406.0K | 0.14% | −8,966−47.0% | Reduced |
| Raymond James Trust N.A. | 10,057 | $403.8K | 0.01% | −4,856−32.6% | Reduced |
| Private Advisor Group, LLC | 9,983 | $400.8K | 0.00% | +1,476+17.4% | Added |
| Capula Management Ltd | 9,945 | $399.3K | 0.00% | +9,945 | New |
| Cresset Asset Management, LLC | 9,375 | $376.4K | 0.00% | +444+5.0% | Added |
| Kovack Advisors, Inc. | 9,336 | $374.8K | 0.04% | +23+0.2% | Added |
| Capstone Investment Advisors, LLC | 9,257 | $371.7K | 0.01% | +9,257 | New |
| Triangle Securities Wealth Management | 9,020 | $362.2K | 0.10% | −75−0.8% | Reduced |
| Janus Henderson Group PLC | 8,794 | $353.1K | 0.00% | −4,991−36.2% | Reduced |
| E&G Advisors, LP | 8,700 | $349.3K | 0.10% | +69+0.8% | Added |
| Shelton Capital Management | 8,654 | $347.5K | 0.01% | −655−7.0% | Reduced |
| Fiduciary Group LLC | 8,500 | $341.3K | 0.04% | +100+1.2% | Added |
| Wolverine Trading, LLC | 8,312 | $333.7K | 0.01% | +8,312 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,240 | $330.8K | 0.01% | −105−1.3% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $329.2K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 8,196 | $329.1K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 8,128 | $326.3K | 0.02% | +66+0.8% | Added |
| Principle Wealth Partners LLC | 8,031 | $322.4K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,938 | $318.7K | 0.01% | −10,482−56.9% | Reduced |
| Visionary Wealth Advisors | 7,748 | $311.1K | 0.02% | −97−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,696 | $309.0K | 0.00% | −19,131−71.3% | Reduced |
| Swiss Life Asset Management Ltd | 7,687 | $308.6K | 0.00% | −2,563−25.0% | Reduced |
| Moors & Cabot, Inc. | 7,653 | $307.3K | 0.02% | +1,275+20.0% | Added |
| Sterneck Capital Management, LLC | 7,640 | $306.7K | 0.17% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 7,549 | $303.1K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7,491 | $300.8K | 0.23% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,486 | $300.6K | 0.00% | +2,678+55.7% | Added |
| Verdence Capital Advisors LLC | 7,442 | $298.8K | 0.03% | +7,442 | New |
| RSM US Wealth Management LLC | 7,346 | $291.2K | 0.00% | +7,346 | New |
| Keebeck Wealth Management, LLC | 7,057 | $283.3K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $282.0K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 6,965 | $279.6K | 0.15% | +6,965 | New |
| Park Avenue Securities LLC | 6,949 | $279.0K | 0.00% | −503−6.7% | Reduced |
| FORA Capital, LLC | 6,914 | $277.6K | 0.03% | +6,914 | New |
| Enterprise Financial Services Corp | 6,780 | $272.2K | 0.17% | −160−2.3% | Reduced |
| Rathbone Brothers plc | 6,716 | $269.6K | 0.00% | −2,300−25.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,662 | $267.5K | 0.00% | +2,148+47.6% | Added |
| Davenport & Co LLC | 6,657 | $267.3K | 0.00% | +844+14.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,509 | $261.3K | 0.02% | +6,509 | New |
| DMG Group, LLC | 6,479 | $260.1K | 0.22% | +61+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,377 | $256.0K | 0.00% | −836−11.6% | Reduced |
| Macquarie Group Ltd | 6,304 | $253.1K | 0.00% | −76,075−92.3% | Reduced |
| 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 |
| Wellington Management Group LLP | 6,265 | $251.5K | 0.00% | +505+8.8% | Added |
| BFSG, LLC | 6,240 | $250.5K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $246.9K | 0.00% | +216+3.6% | Added |
| Spirit of America Management Corp | 6,050 | $242.9K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,000 | $240.9K | 0.01% | +6,000 | New |
| United Capital Financial Advisers, LLC | 5,957 | $239.2K | 0.00% | −14,055−70.2% | Reduced |
| Pictet North America Advisors SA | 5,950 | $238.9K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,917 | $237.6K | 0.01% | −1,446−19.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,888 | $236.4K | 0.00% | −10,248−63.5% | Reduced |
| Fort Point Capital Partners LLC | 5,870 | $235.7K | 0.03% | −580−9.0% | Reduced |
| Snowden Capital Advisors LLC | 5,781 | $232.1K | 0.01% | −13,459−70.0% | Reduced |
| Intech Investment Management LLC | 5,748 | $230.8K | 0.00% | +16+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,740 | $230.5K | 0.00% | +882+18.2% | Added |
| EntryPoint Capital, LLC | 5,657 | $227.1K | 0.11% | +3,729+193.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,554 | $223.0K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,516 | $221.5K | 0.02% | +844+18.1% | Added |
| Westbourne Investment Advisors, Inc. | 5,500 | $221.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,423 | $217.7K | 0.01% | −339−5.9% | Reduced |
| American Trust | 5,377 | $215.9K | 0.02% | −305−5.4% | Reduced |
| Rafferty Asset Management, LLC | 5,328 | $213.9K | 0.00% | +5,328 | New |
| Vident Advisory, LLC | 5,326 | $213.8K | 0.01% | +5,326 | New |
| Investment Management Corp of Ontario | 5,209 | $209.1K | 0.01% | +5,209 | New |
| M&T Bank Corp | 5,175 | $207.8K | 0.00% | −400−7.2% | Reduced |
| Atria Investments LLC | 5,174 | $207.7K | 0.00% | +5,174 | New |
| Regatta Capital Group, LLC | 5,144 | $206.5K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,129 | $205.9K | 0.00% | +5,129 | New |
| KRS Capital Management, LLC | 5,120 | $205.6K | 0.15% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,065 | $203.4K | 0.02% | +100+2.0% | Added |
| Slow Capital, Inc. | 5,041 | $202.4K | 0.03% | −3,686−42.2% | Reduced |
| Mission Wealth Management, LP | 5,014 | $201.3K | 0.01% | 00.0% | Unchanged |