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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5,002 | $201.0K | 0.00% | +54+1.1% | Added |
| Tranquility Partners, LLC | 4,992 | $200.4K | 0.08% | −1,313−20.8% | Reduced |
| Spire Wealth Management | 4,902 | $196.8K | 0.01% | −210−4.1% | Reduced |
| PGGM Investments | 4,894 | $196.0K | 0.00% | +1,266+34.9% | Added |
| Umb Bank N A | 4,787 | $192.2K | 0.00% | −72−1.5% | Reduced |
| Vestcor Inc | 4,564 | $183.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 4,500 | $180.7K | 0.00% | +4,500 | New |
| GAMMA Investing LLC | 4,488 | $180.2K | 0.02% | +3,332+288.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,335 | $174.1K | 0.10% | +4,335 | New |
| Point72 Hong Kong Ltd | 4,278 | $171.8K | 0.01% | +4,278 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $160.9K | 0.05% | +4,008 | New |
| Hamilton Capital Partners Inc. | 3,800 | $152.6K | 0.02% | +3,800 | New |
| CWM, LLC | 3,746 | $150.0K | 0.00% | +410+12.3% | Added |
| Leonteq Securities AG | 3,584 | $143.9K | 0.02% | −2,100−36.9% | Reduced |
| 1832 Asset Management L.P. | 3,220 | $129.3K | 0.00% | +2,045+174.0% | Added |
| Rakuten Investment Management, Inc. | 3,227 | $128.7K | 0.00% | +1,354+72.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,127 | $125.5K | 0.03% | +3,127 | New |
| Storebrand Asset Management AS | 3,023 | $121.4K | 0.00% | −133,246−97.8% | Reduced |
| Western Pacific Wealth Management, LP | 2,970 | $119.2K | 0.09% | +523+21.4% | Added |
| Ramirez Asset Management, Inc. | 2,800 | $112.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,613 | $104.9K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,550 | $102.4K | 0.05% | −50−1.9% | Reduced |
| Stelac Advisory Services LLC | 2,543 | $102.1K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,542 | $100.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,290 | $91.9K | 0.00% | −592−20.5% | Reduced |
| Tower View Investment Management & Research LLC | 2,167 | $87.0K | 0.05% | +17+0.8% | Added |
| Larson Financial Group LLC | 2,155 | $86.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,051 | $82.0K | 0.00% | −9,190−81.8% | Reduced |
| Concord Wealth Partners | 2,000 | $80.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,850 | $74.9K | 0.00% | +700+60.9% | Added |
| Ostrum Asset Management | 1,551 | $62.3K | 0.01% | −121−7.2% | Reduced |
| Bogart Wealth, LLC | 1,545 | $62.0K | 0.00% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 1,500 | $60.0K | 0.00% | −7,322−83.0% | Reduced |
| Wellington Shields & Co., LLC | 1,475 | $59.2K | 0.02% | −250−14.5% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $55.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $52.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,245 | $50.0K | 0.00% | +45+3.8% | Added |
| Compass Wealth Management LLC | 1,215 | $48.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,096 | $44.0K | 0.00% | +615+127.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,001 | $40.2K | 0.00% | −100−9.1% | Reduced |
| Washington Trust Co | 1,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 920 | $36.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 904 | $36.3K | 0.00% | +9+1.0% | Added |
| Ronald Blue Trust, Inc. | 770 | $36.1K | 0.00% | +643+506.3% | Added |
| Hexagon Capital Partners LLC | 880 | $35.3K | 0.01% | −74−7.8% | Reduced |
| CVA Family Office, LLC | 865 | $34.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 835 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 786 | $31.6K | 0.00% | −60−7.1% | Reduced |
| Quarry LP | 786 | $31.6K | 0.01% | −326−29.3% | Reduced |
| Benjamin Edwards Inc | 671 | $27.0K | 0.01% | −61−8.3% | Reduced |
| Tobam | 670 | $27.0K | 0.00% | +670 | New |
| Quadrant Capital Group LLC | 637 | $25.6K | 0.00% | +613+2,554.2% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $24.1K | 0.01% | +600 | New |
| AdvisorNet Financial, Inc | 531 | $21.3K | 0.00% | −20−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 425 | $21.1K | 0.00% | −3,271−88.5% | Reduced |
| Farther Finance Advisors, LLC | 491 | $19.4K | 0.00% | −104−17.5% | Reduced |
| Castleview Partners, LLC | 432 | $17.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 425 | $17.1K | 0.00% | −10,191−96.0% | Reduced |
| Cornerstone Planning Group LLC | 395 | $16.2K | 0.00% | −70−15.1% | Reduced |
| Capital Advisors, Ltd. LLC | 390 | $16.0K | 0.00% | +325+500.0% | Added |
| Smartleaf Asset Management LLC | 364 | $14.5K | 0.00% | +244+203.3% | Added |
| First Horizon Advisors, Inc. | 328 | $13.2K | 0.00% | +26+8.6% | Added |
| Huntington National Bank | 314 | $12.6K | 0.00% | +9+3.0% | Added |
| Global X Japan Co., Ltd. | 314 | $12.6K | 0.00% | +314 | New |
| Fifth Third Bancorp | 310 | $12.4K | 0.00% | −2,132−87.3% | Reduced |
| Evermay Wealth Management LLC | 308 | $12.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 280 | $11.2K | 0.00% | +200+250.0% | Added |
| Covestor Ltd | 278 | $11.0K | 0.01% | +1+0.4% | Added |
| NBT Bank N A | 266 | $10.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $10.5K | 0.00% | +262 | New |
| Parallel Advisors, LLC | 255 | $10.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $10.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $9.30K | 0.00% | +200 | New |
| Valley National Advisers Inc | 239 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $8.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 179 | $7.19K | 0.01% | −20−10.1% | Reduced |
| WR Wealth Planners, LLC | 174 | $6.99K | 0.00% | +92+112.2% | Added |
| Nisa Investment Advisors, LLC | 160 | $6.42K | 0.00% | +90+128.6% | Added |
| Opal Wealth Advisors, LLC | 150 | $6.02K | 0.00% | +150 | New |
| Fortitude Family Office, LLC | 140 | $5.62K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 131 | $5.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 123 | $4.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $4.78K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 130 | $4.70K | 0.00% | −99−43.2% | Reduced |
| Massmutual Trust Co FSB | 107 | $4.30K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 85 | $3.41K | 0.00% | +85 | New |
| JFS Wealth Advisors, LLC | 91 | $3.28K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 65 | $3.05K | 0.00% | +65 | New |
| Wolff Wiese Magana LLC | 75 | $3.01K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 72 | $2.89K | 0.00% | +72 | New |
| Oliver Lagore Vanvalin Investment Group | 64 | $2.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $2.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 49 | $2.25K | 0.00% | −251−83.7% | Reduced |
| Raleigh Capital Management Inc. | 55 | $2.21K | 0.00% | 00.0% | Unchanged |