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Carlyle Group Inc.

CG
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Nasdaq
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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

Q3 2024 vs. Q2 2024

How the institutions holding Carlyle Group Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of CG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5164525+13
Shares210.1M22.8M210.8M+23.5M (+12.6%)
Value$8.43B$916.0M$9.09B+$1.57B (+20.9%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Carlyle Group Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.21,346,229$919.2M0.02%
Phase 2 Partners, LLC171,910$7.40M4.37%
PEAK6 Investments LLC107,003$4.61M0.23%
International Assets Investment Management, LLC156,849$3.64M0.02%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund74,165$3.19M0.03%
Cinctive Capital Management LP68,221$2.94M0.17%
Absolute Gestao de Investimentos Ltda.52,894$2.28M0.77%
Pinebridge Investments, L.P.42,586$1.83M0.01%
Seven Eight Capital, LP36,307$1.56M0.14%
SG Americas Securities, LLC35,457$1.53M0.01%
Weiss Asset Management LP34,855$1.50M0.04%
Jump Financial, LLC31,759$1.37M0.03%
Ethic Inc.25,315$1.19M0.03%
Landscape Capital Management, L.L.C.24,611$1.06M0.11%
Alyeska Investment Group, L.P.23,750$1.02M0.01%
Centiva Capital, LP19,829$853.8K0.04%
Fox Run Management, L.L.C.19,523$840.7K0.19%
Empire Financial Management Company, LLC19,000$818.1K0.25%
Wiley Bros.-Aintree Capital, LLC17,478$752.6K0.01%
Whalen Wealth Management Inc.16,704$719.3K0.51%
CastleKnight Management LP16,700$719.1K0.08%
Deerfield Management Company, L.P. (Series C)15,332$660.2K0.01%
Promethium Advisors,llc13,165$566.9K0.40%
Paloma Partners Management Co13,051$562.0K0.03%
Segall Bryant & Hamill, LLC13,000$559.8K0.01%
Journey Strategic Wealth LLC11,847$510.1K0.02%
Entropy Technologies, LP8,858$381.4K0.04%
Sterling Capital Management LLC8,390$361.3K0.00%
HB Wealth Management, LLC8,292$357.1K0.00%
Verition Fund Management LLC7,329$315.6K0.00%
Fayez Sarofim & Co6,849$294.9K0.00%
B. Metzler seel. Sohn & Co. Holding AG6,150$264.8K0.00%
Everhart Financial Group, Inc.6,088$262.1K0.06%
Stonegate Investment Group, LLC6,000$258.4K0.01%
Ballentine Partners, LLC5,401$232.6K0.00%
Cutter & CO Brokerage, Inc.5,091$219.2K0.05%
Cary Street Partner Investment Advisory LLC5,059$217.8K0.01%
Carnegie Lake Advisors LLC5,015$216.0K0.09%
Daymark Wealth Partners, LLC4,917$211.7K0.01%
Toroso Investments, LLC4,913$211.6K0.00%
Jefferies Financial Group Inc.4,846$208.7K0.00%
David R. Rahn & Associates Inc.4,778$205.7K0.06%
Investment Partners Asset Management, Inc.4,696$202.2K0.17%
Amica Retiree Medical Trust4,171$180.0K0.15%
Optiver Holding B.V.2,447$105.4K0.00%
Skopos Labs, Inc.776$33.4K0.01%
Ashton Thomas Securities, LLC415$17.9K0.00%
Private Trust Co NA315$13.6K0.00%
Oarsman Capital, Inc.307$13.2K0.00%
Aster Capital Management (DIFC) Ltd129$5.55K0.00%
Key Financial Inc112$4.83K0.00%
Geneos Wealth Management Inc.76$3.27K0.00%
Pacific Capital Wealth Advisors, Inc48$2.07K0.00%
GeoWealth Management, LLC21$9040.00%
Bryn Mawr Trust Co11$4740.00%
Claris Advisors, LLC11$4740.00%
Voisard Asset Management Group, Inc.11$4740.00%
Capital Performance Advisors LLP4$1720.00%
Crewe Advisors LLC2$870.00%

Sold out (46)

Institutions that held Carlyle Group Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Point72 Asset Management, L.P.202,435$8.13M
Point72 Europe (London) LLP198,400$7.97M
Capital Group Private Client Services, Inc.158,576$6.37M
Qube Research & Technologies Ltd70,307$2.82M
Point72 (DIFC) Ltd51,575$2.07M
Fred Alger Management, LLC44,603$1.79M
Cubist Systematic Strategies, LLC44,588$1.79M
Simplicity Wealth,LLC41,534$1.67M
Perbak Capital Partners LLP35,519$1.43M
Mirabella Financial Services LLP34,798$1.40M
Legacy Capital Wealth Partners, LLC29,378$1.18M
Qsemble Capital Management, LP28,997$1.16M
Stamos Capital Partners, L.P.25,980$1.04M
Quadrature Capital Ltd23,213$932.2K
La Banque Postale Asset Management SA23,101$927.5K
DRW Securities, LLC21,675$870.3K
Capital International Sarl20,201$811.1K
Gamco Investors, Inc. Et Al20,000$803.0K
MBB Public Markets I LLC18,493$742.5K
Belpointe Asset Management LLC13,319$534.8K
Fortis Capital Advisors, LLC13,319$534.8K
Achmea Investment Management B.V.12,130$487.0K
Bridgefront Capital, LLC11,437$459.2K
Yorktown Management & Research Co Inc10,600$425.6K
Capula Management Ltd9,945$399.3K
Capstone Investment Advisors, LLC9,257$371.7K
Wolverine Trading, LLC8,312$333.7K
Guggenheim Capital LLC7,486$300.6K
Triad Wealth Partners, LLC6,965$279.6K
FORA Capital, LLC6,914$277.6K
Rathbone Brothers plc6,716$269.6K
Snowden Capital Advisors LLC5,781$232.1K
Magnetar Financial LLC5,129$205.9K
PGGM Investments4,894$196.0K
Point72 Hong Kong Ltd4,278$171.8K
1832 Asset Management L.P.3,220$129.3K
Point72 Asia (Singapore) Pte. Ltd.3,127$125.5K
Stelac Advisory Services LLC2,543$102.1K
Harvest Fund Management Co., Ltd1,500$60.0K
Quarry LP786$31.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$9.30K
Opal Wealth Advisors, LLC150$6.02K
Wolff Wiese Magana LLC75$3.01K
Innealta Capital, LLC44$1.77K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$80
MV Capital Management, Inc.1$41

Not filed for Q3 2024 yet (4)

Institutions that held Carlyle Group Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.22,707,434$911.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)79,165$3.18M
Emfo, LLC15,725$631.4K
Benjamin F. Edwards & Company, Inc.11,753$472.0K