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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 2,447 | $105.4K | 0.00% | +2,447 | New |
| Sandy Spring Bank | 2,542 | $107.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,550 | $109.8K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,800 | $120.6K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,284 | $141.4K | 0.09% | +314+10.6% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $155.0K | 0.03% | +3,000+500.0% | Added |
| Leonteq Securities AG | 3,696 | $159.2K | 0.02% | +112+3.1% | Added |
| CWM, LLC | 3,867 | $167.0K | 0.00% | +121+3.2% | Added |
| Storebrand Asset Management AS | 3,981 | $171.4K | 0.00% | +958+31.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $172.6K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 4,171 | $180.0K | 0.15% | +4,171 | New |
| Citadel Advisors LLC | 4,298 | $185.1K | 0.00% | −172,399−97.6% | Reduced |
| Rakuten Investment Management, Inc. | 4,279 | $186.5K | 0.00% | +1,052+32.6% | Added |
| Allspring Global Investments Holdings, LLC | 4,485 | $193.1K | 0.00% | −6,800−60.3% | Reduced |
| Vestcor Inc | 4,564 | $197.0K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,696 | $202.2K | 0.17% | +4,696 | New |
| David R. Rahn & Associates Inc. | 4,778 | $205.7K | 0.06% | +4,778 | New |
| Tranquility Partners, LLC | 4,838 | $208.3K | 0.08% | −154−3.1% | Reduced |
| Jefferies Financial Group Inc. | 4,846 | $208.7K | 0.00% | +4,846 | New |
| Rafferty Asset Management, LLC | 4,848 | $208.8K | 0.00% | −480−9.0% | Reduced |
| Toroso Investments, LLC | 4,913 | $211.6K | 0.00% | +4,913 | New |
| Daymark Wealth Partners, LLC | 4,917 | $211.7K | 0.01% | +4,917 | New |
| Spire Wealth Management | 4,941 | $212.8K | 0.01% | +39+0.8% | Added |
| GWM Advisors LLC | 4,951 | $213.2K | 0.00% | −25,681−83.8% | Reduced |
| GAMMA Investing LLC | 4,954 | $213.3K | 0.02% | +466+10.4% | Added |
| American Trust | 4,980 | $214.4K | 0.02% | −397−7.4% | Reduced |
| Umb Bank N A | 4,996 | $215.1K | 0.00% | +209+4.4% | Added |
| Mission Wealth Management, LP | 5,014 | $215.9K | 0.01% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 5,015 | $216.0K | 0.09% | +5,015 | New |
| Slow Capital, Inc. | 5,041 | $217.1K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,059 | $217.8K | 0.01% | +5,059 | New |
| YHB Investment Advisors, Inc. | 5,065 | $218.1K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,091 | $219.2K | 0.05% | +5,091 | New |
| KRS Capital Management, LLC | 5,120 | $220.5K | 0.16% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 5,144 | $221.5K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 5,170 | $222.6K | 0.00% | +670+14.9% | Added |
| M&T Bank Corp | 5,175 | $222.8K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,401 | $232.6K | 0.00% | +5,401 | New |
| Dynamic Advisor Solutions LLC | 5,414 | $233.1K | 0.01% | −9−0.2% | Reduced |
| Ci Investments Inc. | 5,429 | $234.0K | 0.00% | +427+8.5% | Added |
| Vident Advisory, LLC | 5,486 | $236.2K | 0.01% | +160+3.0% | Added |
| Integrated Wealth Concepts LLC | 5,489 | $236.3K | 0.00% | −399−6.8% | Reduced |
| Swiss Life Asset Management Ltd | 5,524 | $237.6K | 0.00% | −2,163−28.1% | Reduced |
| Hamilton Capital Partners Inc. | 5,600 | $241.1K | 0.02% | +1,800+47.4% | Added |
| Fort Point Capital Partners LLC | 5,620 | $242.0K | 0.03% | −250−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,624 | $242.0K | 0.00% | −2,072−26.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,626 | $242.3K | 0.02% | +110+2.0% | Added |
| Profund Advisors LLC | 5,678 | $244.5K | 0.01% | −239−4.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,700 | $245.0K | 0.09% | +200+3.6% | Added |
| Intech Investment Management LLC | 5,748 | $247.5K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,825 | $250.8K | 0.00% | −132−2.2% | Reduced |
| Pictet North America Advisors SA | 5,950 | $256.2K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,000 | $258.4K | 0.03% | −300−4.8% | Reduced |
| Stonegate Investment Group, LLC | 6,000 | $258.4K | 0.01% | +6,000 | New |
| Spirit of America Management Corp | 6,050 | $260.5K | 0.05% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,088 | $262.1K | 0.06% | +6,088 | New |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $264.8K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 6,150 | $264.8K | 0.00% | +6,150 | New |
| O'Shaughnessy Asset Management, LLC | 5,469 | $265.9K | 0.00% | −271−4.7% | Reduced |
| UniSuper Management Pty Ltd | 6,300 | $271.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,543 | $281.7K | 0.00% | +166+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 6,563 | $282.6K | 0.02% | +54+0.8% | Added |
| DMG Group, LLC | 6,649 | $286.3K | 0.23% | +170+2.6% | Added |
| Catalyst Capital Advisors LLC | 6,653 | $286.5K | 0.01% | +653+10.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,661 | $286.8K | 0.01% | +1,107+19.9% | Added |
| Enterprise Financial Services Corp | 6,730 | $289.8K | 0.17% | −50−0.7% | Reduced |
| Park Avenue Securities LLC | 6,767 | $291.0K | 0.00% | −182−2.6% | Reduced |
| BFSG, LLC | 6,762 | $291.2K | 0.03% | +522+8.4% | Added |
| Fayez Sarofim & Co | 6,849 | $294.9K | 0.00% | +6,849 | New |
| Captrust Financial Advisors | 6,980 | $300.6K | 0.00% | −5,347−43.4% | Reduced |
| SlateStone Wealth, LLC | 7,029 | $303.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $303.9K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 7,259 | $312.6K | 0.01% | −290−3.8% | Reduced |
| Verition Fund Management LLC | 7,329 | $315.6K | 0.00% | +7,329 | New |
| Sterneck Capital Management, LLC | 7,419 | $319.5K | 0.17% | −221−2.9% | Reduced |
| Visionary Wealth Advisors | 7,451 | $320.8K | 0.02% | −297−3.8% | Reduced |
| EdgeRock Capital LLC | 7,506 | $323.2K | 0.23% | +15+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,560 | $325.5K | 0.02% | −5,116−40.4% | Reduced |
| Investment Management Corp of Ontario | 7,709 | $331.9K | 0.01% | +2,500+48.0% | Added |
| Verdence Capital Advisors LLC | 7,819 | $336.7K | 0.03% | +377+5.1% | Added |
| Dynamic Technology Lab Private Ltd | 7,828 | $337.0K | 0.04% | −33,483−81.1% | Reduced |
| NewEdge Wealth, LLC | 8,007 | $344.8K | 0.01% | +69+0.9% | Added |
| Principle Wealth Partners LLC | 8,031 | $345.8K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,077 | $347.8K | 0.01% | −2,426−23.1% | Reduced |
| Davenport & Co LLC | 8,094 | $348.5K | 0.00% | +1,437+21.6% | Added |
| Northeast Investment Management | 8,125 | $349.9K | 0.02% | −30.0% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $353.1K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,292 | $357.1K | 0.00% | +8,292 | New |
| Wellington Management Group LLP | 8,320 | $358.3K | 0.00% | +2,055+32.8% | Added |
| Triangle Securities Wealth Management | 8,345 | $359.3K | 0.09% | −675−7.5% | Reduced |
| Sterling Capital Management LLC | 8,390 | $361.3K | 0.00% | +8,390 | New |
| Glenview Trust Co | 8,391 | $361.3K | 0.01% | +195+2.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,460 | $364.3K | 0.00% | +1,798+27.0% | Added |
| Fiduciary Group LLC | 8,500 | $366.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,553 | $368.3K | 0.02% | +900+11.8% | Added |
| Shelton Capital Management | 8,654 | $372.6K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,654 | $372.6K | 0.01% | +414+5.0% | Added |
| E&G Advisors, LP | 8,700 | $374.6K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,713 | $375.2K | 0.00% | −1,270−12.7% | Reduced |
| RSM US Wealth Management LLC | 8,784 | $379.5K | 0.01% | +1,438+19.6% | Added |