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 |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $58 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $87 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 4 | $172 | 0.00% | +4 | New |
| Birchbrook, Inc. | 53 | $256 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $388 | 0.00% | +6+200.0% | Added |
| Mather Group, LLC. | 10 | $431 | 0.00% | −55−84.6% | Reduced |
| Bryn Mawr Trust Co | 11 | $474 | 0.00% | +11 | New |
| Claris Advisors, LLC | 11 | $474 | 0.00% | +11 | New |
| Voisard Asset Management Group, Inc. | 11 | $474 | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 121 | $584 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $603 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $733 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 21 | $904 | 0.00% | +21 | New |
| Insight Financial Services | 22 | $985 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.38K | 0.00% | +7+28.0% | Added |
| Continuum Advisory, LLC | 35 | $1.79K | 0.00% | −14−28.6% | Reduced |
| SJS Investment Consulting Inc. | 43 | $1.85K | 0.00% | +4+10.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 48 | $2.07K | 0.00% | +48 | New |
| Allworth Financial LP | 49 | $2.11K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 61 | $2.63K | 0.00% | −24−28.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 65 | $2.79K | 0.00% | +1+1.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 72 | $3.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 76 | $3.27K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 80 | $3.44K | 0.00% | −200−71.4% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $3.71K | 0.00% | +5+5.5% | Added |
| Hemington Wealth Management | 96 | $4.00K | 0.00% | −10,024−99.1% | Reduced |
| Jones Financial Companies LLLP | 100 | $4.36K | 0.00% | +63+170.3% | Added |
| Harbour Investments, Inc. | 107 | $4.61K | 0.00% | −16−13.0% | Reduced |
| Private Wealth Management Group, LLC | 108 | $4.65K | 0.00% | +44+68.8% | Added |
| Key Financial Inc | 112 | $4.83K | 0.00% | +112 | New |
| Planning Capital Management Corp | 131 | $5.05K | 0.00% | +1+0.8% | Added |
| Parkside Financial Bank & Trust | 123 | $5.30K | 0.00% | +4+3.4% | Added |
| Massmutual Trust Co FSB | 127 | $5.47K | 0.00% | +20+18.7% | Added |
| Aster Capital Management (DIFC) Ltd | 129 | $5.55K | 0.00% | +129 | New |
| Beaird Harris Wealth Management, LLC | 131 | $5.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $6.03K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 136 | $6.12K | 0.00% | −37,594−99.6% | Reduced |
| Nisa Investment Advisors, LLC | 160 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 163 | $7.02K | 0.00% | −19−10.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 170 | $7.32K | 0.00% | −4,165−96.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $7.62K | 0.00% | −2,436−93.2% | Reduced |
| Bruce G. Allen Investments, LLC | 179 | $7.71K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 219 | $9.00K | 0.00% | −20−8.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 245 | $10.6K | 0.00% | −180−42.4% | Reduced |
| Evermay Wealth Management LLC | 248 | $10.7K | 0.00% | −60−19.5% | Reduced |
| Atticus Wealth Management, LLC | 250 | $10.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $11.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 266 | $11.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 281 | $12.0K | 0.01% | +3+1.1% | Added |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 307 | $13.2K | 0.00% | +307 | New |
| Private Trust Co NA | 315 | $13.6K | 0.00% | +315 | New |
| Huntington National Bank | 340 | $14.6K | 0.00% | +26+8.3% | Added |
| First Horizon Advisors, Inc. | 357 | $15.4K | 0.00% | +29+8.8% | Added |
| EverSource Wealth Advisors, LLC | 392 | $16.9K | 0.00% | −33−7.8% | Reduced |
| Capital Advisors, Ltd. LLC | 390 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 415 | $17.9K | 0.00% | +415 | New |
| Castleview Partners, LLC | 432 | $18.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 395 | $20.2K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 516 | $22.2K | 0.00% | +202+64.3% | Added |
| Farther Finance Advisors, LLC | 529 | $22.8K | 0.00% | +38+7.7% | Added |
| AdvisorNet Financial, Inc | 537 | $23.1K | 0.00% | +6+1.1% | Added |
| WR Wealth Planners, LLC | 562 | $24.2K | 0.01% | +388+223.0% | Added |
| Fifth Third Bancorp | 625 | $26.9K | 0.00% | +315+101.6% | Added |
| Quadrant Capital Group LLC | 673 | $29.0K | 0.00% | +36+5.7% | Added |
| Acadian Asset Management LLC | 753 | $32.0K | 0.00% | −82−9.8% | Reduced |
| Skopos Labs, Inc. | 776 | $33.4K | 0.01% | +776 | New |
| Global Retirement Partners, LLC | 859 | $37.0K | 0.00% | +73+9.3% | Added |
| CVA Family Office, LLC | 865 | $37.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 890 | $38.0K | 0.01% | +220+32.8% | Added |
| IFP Advisors, Inc | 905 | $39.0K | 0.00% | +1+0.1% | Added |
| Principal Securities, Inc. | 908 | $39.1K | 0.00% | −188−17.2% | Reduced |
| Smartleaf Asset Management LLC | 933 | $40.7K | 0.00% | +569+156.3% | Added |
| Proequities, Inc. | 992 | $42.7K | 0.00% | +72+7.8% | Added |
| Bessemer Group Inc | 988 | $43.0K | 0.00% | −201,703−99.5% | Reduced |
| Washington Trust Co | 1,000 | $43.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $43.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,001 | $43.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,003 | $43.2K | 0.01% | +123+14.0% | Added |
| Compass Wealth Management LLC | 1,215 | $52.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,250 | $53.8K | 0.00% | +5+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,270 | $54.7K | 0.00% | −1,020−44.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $56.0K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,382 | $59.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,546 | $66.5K | 0.00% | +1+0.1% | Added |
| Ostrum Asset Management | 1,571 | $67.6K | 0.01% | +20+1.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $73.2K | 0.00% | +1,600+1,600.0% | Added |
| Wellington Shields & Co., LLC | 1,745 | $75.1K | 0.02% | +270+18.3% | Added |
| Ronald Blue Trust, Inc. | 1,909 | $76.6K | 0.00% | +1,139+147.9% | Added |
| CIBC Private Wealth Group, LLC | 1,859 | $80.0K | 0.00% | +9+0.5% | Added |
| Concord Wealth Partners | 2,000 | $86.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,155 | $92.8K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,186 | $94.1K | 0.05% | +19+0.9% | Added |