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, Q3 2024
Institutional positions in Carlyle Group Inc. as of Sep 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
- 525
- +13 vs. Q2 2024
- Shares held
- 210.8M
- +23.5M (+12.6%) vs. Q2 2024
- Total value
- $9.09B
- +$1.57B (+20.9%) vs. Q2 2024
- New holders
- 59
- 210 more added
- Sold out
- 46
- 171 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,980,666 | $989.5M | 0.02% | −356,481−1.5% | Reduced |
| BlackRock, Inc. | 21,346,229 | $919.2M | 0.02% | +21,346,229 | New |
| Capital World Investors | 19,727,574 | $849.5M | 0.13% | −317,247−1.6% | Reduced |
| Morgan Stanley | 12,672,465 | $545.7M | 0.04% | −183,331−1.4% | Reduced |
| William Blair Investment Management, LLC | 11,476,476 | $494.2M | 1.22% | −68,981−0.6% | Reduced |
| Alkeon Capital Management LLC | 8,239,907 | $354.8M | 1.94% | −6,134−0.1% | Reduced |
| State Street Corp | 7,616,479 | $328.0M | 0.01% | −94,120−1.2% | Reduced |
| Vulcan Value Partners, LLC | 6,787,368 | $292.3M | 4.89% | −707,861−9.4% | Reduced |
| Boston Partners | 6,634,318 | $285.8M | 0.34% | +1,534,390+30.1% | Added |
| Ariel Investments, LLC | 5,088,397 | $219.1M | 2.24% | +150,672+3.1% | Added |
| Beutel, Goodman & Co Ltd. | 4,287,594 | $184.6M | 0.91% | −45,035−1.0% | Reduced |
| FMR LLC | 4,051,757 | $174.5M | 0.01% | +1,707,520+72.8% | Added |
| Geode Capital Management, LLC | 3,883,602 | $166.8M | 0.01% | −37,299−1.0% | Reduced |
| Legal & General Group Plc | 3,631,578 | $156.4M | 0.04% | −56,467−1.5% | Reduced |
| Norges Bank | 3,526,044 | $151.8M | 0.02% | +2,400,721+213.3% | Added |
| Bank of New York Mellon Corp | 2,589,725 | $111.5M | 0.02% | −138,145−5.1% | Reduced |
| Dimensional Fund Advisors LP | 2,300,644 | $99.1M | 0.02% | +34,049+1.5% | Added |
| Massachusetts Financial Services Co | 2,107,301 | $90.7M | 0.03% | +391,553+22.8% | Added |
| Ameriprise Financial Inc | 2,069,918 | $89.1M | 0.02% | −748,886−26.6% | Reduced |
| Capital International Investors | 2,050,274 | $88.3M | 0.02% | −359,715−14.9% | Reduced |
| Argent Capital Management LLC | 2,030,429 | $87.4M | 2.42% | −39,319−1.9% | Reduced |
| JPMorgan Chase & Co | 1,919,439 | $82.7M | 0.01% | +777,304+68.1% | Added |
| Northern Trust Corp | 1,919,246 | $82.6M | 0.01% | +13,803+0.7% | Added |
| Amundi | 1,769,570 | $82.6M | 0.03% | +873,764+97.5% | Added |
| Bamco Inc | 1,867,253 | $80.4M | 0.21% | −75,000−3.9% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $64.6M | 2.58% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,405,206 | $60.5M | 0.02% | +36,549+2.7% | Added |
| Charles Schwab Investment Management Inc | 1,392,177 | $59.9M | 0.01% | −23,090−1.6% | Reduced |
| Marshall Wace, LLP | 1,373,167 | $59.1M | 0.08% | +451,408+49.0% | Added |
| Eagle Asset Management Inc | 1,103,987 | $57.8M | 0.29% | −582,871−34.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $57.1M | 0.51% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,294,669 | $55.7M | 0.07% | −113,035−8.0% | Reduced |
| Balyasny Asset Management LLC | 1,266,269 | $54.5M | 0.14% | +1,245,246+5,923.3% | Added |
| Frontier Capital Management Co LLC | 1,235,136 | $53.2M | 0.50% | −705,958−36.4% | Reduced |
| Goldman Sachs Group Inc | 927,100 | $39.9M | 0.01% | +99,541+12.0% | Added |
| LGT Capital Partners Ltd. | 916,000 | $39.4M | 1.37% | −54,000−5.6% | Reduced |
| Deprince Race & Zollo Inc | 817,660 | $35.2M | 0.67% | +193,402+31.0% | Added |
| Polaris Capital Management, LLC | 771,300 | $33.2M | 1.64% | −5,700−0.7% | Reduced |
| Bank of America Corp | 734,008 | $31.6M | 0.00% | −669,336−47.7% | Reduced |
| National Bank of Canada | 731,593 | $31.5M | 0.04% | −33,172−4.3% | Reduced |
| Private Management Group Inc | 704,150 | $30.3M | 1.06% | +101,268+16.8% | Added |
| Rockefeller Capital Management L.P. | 693,545 | $29.9M | 0.08% | −149,246−17.7% | Reduced |
| Russell Investments Group, Ltd. | 658,044 | $28.3M | 0.04% | +1,528+0.2% | Added |
| UBS Group AG | 653,301 | $28.1M | 0.01% | −252,282−27.9% | Reduced |
| Rhumbline Advisers | 598,624 | $25.8M | 0.02% | −22,069−3.6% | Reduced |
| Invesco Ltd. | 593,129 | $25.5M | 0.00% | −52,625−8.1% | Reduced |
| Millennium Management LLC | 580,205 | $25.0M | 0.02% | +315,273+119.0% | Added |
| Raymond James & Associates | 546,405 | $23.5M | 0.01% | +55,364+11.3% | Added |
| Algebris (UK) Ltd | 605,052 | $23.4M | 9.78% | +358,130+145.0% | Added |
| Thrivent Financial for Lutherans | 516,987 | $22.3M | 0.04% | −1,077,424−67.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 501,647 | $21.6M | 0.01% | +10,448+2.1% | Added |
| SpiderRock Advisors, LLC | 500,040 | $21.5M | 0.46% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 492,972 | $21.2M | 0.02% | +18,698+3.9% | Added |
| Principal Financial Group Inc | 487,506 | $21.0M | 0.01% | −231,771−32.2% | Reduced |
| Sirios Capital Management L P | 471,906 | $20.3M | 3.60% | −43,152−8.4% | Reduced |
| Nuveen Asset Management, LLC | 456,329 | $19.6M | 0.01% | −1,685−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 442,841 | $19.1M | 0.04% | −754−0.2% | Reduced |
| Partners Group Holding AG | 435,712 | $18.8M | 1.21% | −57,866−11.7% | Reduced |
| Walleye Capital LLC | 434,918 | $18.7M | 0.20% | −47,682−9.9% | Reduced |
| Holocene Advisors, LP | 432,585 | $18.6M | 0.08% | +64,613+17.6% | Added |
| Worldquant Millennium Advisors LLC | 425,774 | $18.3M | 0.13% | +127,121+42.6% | Added |
| Envestnet Asset Management Inc | 415,565 | $17.9M | 0.01% | +51,715+14.2% | Added |
| Kames Capital plc | 393,468 | $16.9M | 0.23% | −6,705−1.7% | Reduced |
| Barclays PLC | 388,247 | $16.7M | 0.01% | −549,422−58.6% | Reduced |
| Prana Capital Management, LP | 384,327 | $16.5M | 0.76% | −252,668−39.7% | Reduced |
| Wells Fargo & Company | 375,526 | $16.2M | 0.00% | −26,325−6.6% | Reduced |
| California Public Employees Retirement System | 366,420 | $15.8M | 0.01% | +11,025+3.1% | Added |
| Royal Bank of Canada | 358,861 | $15.5M | 0.00% | +23,296+6.9% | Added |
| California State Teachers Retirement System | 358,442 | $15.4M | 0.02% | −2,215−0.6% | Reduced |
| Oppenheimer & Co Inc | 342,412 | $14.7M | 0.22% | −57,408−14.4% | Reduced |
| Lazard Asset Management LLC | 338,175 | $14.6M | 0.02% | −17,579−4.9% | Reduced |
| Assetmark, Inc | 333,003 | $14.3M | 0.04% | +86,433+35.1% | Added |
| Deutsche Bank AG | 297,578 | $12.8M | 0.01% | +27,627+10.2% | Added |
| Alliancebernstein L.P. | 291,174 | $12.5M | 0.00% | −10,899−3.6% | Reduced |
| Great West Life Assurance Co | 284,612 | $12.3M | 0.02% | +11,878+4.4% | Added |
| Sargent Investment Group, LLC | 283,848 | $12.2M | 2.20% | +3,895+1.4% | Added |
| Assenagon Asset Management S.A. | 268,595 | $11.6M | 0.02% | −118,737−30.7% | Reduced |
| Retirement Systems of Alabama | 255,417 | $11.0M | 0.04% | −11,092−4.2% | Reduced |
| Bank of Montreal | 248,388 | $10.8M | 0.01% | +3,297+1.3% | Added |
| Corebridge Financial, Inc. | 248,708 | $10.7M | 0.06% | −24,437−8.9% | Reduced |
| Brandywine Global Investment Management, LLC | 202,063 | $9.82M | 0.07% | +8,905+4.6% | Added |
| Channing Capital Management, LLC | 218,702 | $9.42M | 0.24% | −43,519−16.6% | Reduced |
| Sit Investment Associates Inc | 209,765 | $9.03M | 0.20% | +825+0.4% | Added |
| New York State Common Retirement Fund | 181,495 | $7.82M | 0.01% | −28,600−13.6% | Reduced |
| Stifel Financial Corp | 181,152 | $7.80M | 0.01% | −54,716−23.2% | Reduced |
| Canada Pension Plan Investment Board | 180,500 | $7.77M | 0.01% | −397,300−68.8% | Reduced |
| City of London Investment Management Co Ltd | 178,515 | $7.69M | 0.67% | +16,200+10.0% | Added |
| Van Eck Associates Corp | 152,697 | $7.52M | 0.01% | +74,958+96.4% | Added |
| Phase 2 Partners, LLC | 171,910 | $7.40M | 4.37% | +171,910 | New |
| Skandinaviska Enskilda Banken AB (publ) | 162,594 | $7.00M | 0.03% | +500+0.3% | Added |
| Gator Capital Management, LLC | 162,300 | $6.99M | 3.09% | 00.0% | Unchanged |
| Man Group plc | 160,010 | $6.89M | 0.02% | +147,867+1,217.7% | Added |
| Wesbanco Bank Inc | 159,602 | $6.87M | 0.23% | +33,904+27.0% | Added |
| Empowered Funds, LLC | 157,674 | $6.79M | 0.11% | +128,644+443.1% | Added |
| DnB Asset Management AS | 155,176 | $6.68M | 0.03% | −35,907−18.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,013 | $6.67M | 0.01% | +23,596+18.0% | Added |
| Edmond de Rothschild Holding S.A. | 153,753 | $6.62M | 0.11% | +27,213+21.5% | Added |
| TD Asset Management Inc | 150,876 | $6.58M | 0.01% | −1,213−0.8% | Reduced |
| SOL Capital Management CO | 151,134 | $6.51M | 0.72% | +7,510+5.2% | Added |
| Trexquant Investment LP | 147,649 | $6.36M | 0.08% | +132,622+882.6% | Added |