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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 30,323 | $1.31M | 0.14% | −6,421−17.5% | Reduced |
| Public Sector Pension Investment Board | 30,572 | $1.32M | 0.01% | −200−0.6% | Reduced |
| Two Sigma Investments, LP | 30,900 | $1.33M | 0.00% | +14,000+82.8% | Added |
| Waterfront Wealth Inc. | 26,265 | $1.34M | 0.33% | 00.0% | Unchanged |
| Jump Financial, LLC | 31,759 | $1.37M | 0.03% | +31,759 | New |
| Franklin Resources Inc | 28,210 | $1.37M | 0.00% | +16,723+145.6% | Added |
| Sigma Planning Corp | 33,136 | $1.43M | 0.04% | −558−1.7% | Reduced |
| First Trust Advisors LP | 33,881 | $1.46M | 0.00% | +6,965+25.9% | Added |
| Tredje AP-fonden | 34,035 | $1.47M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 34,152 | $1.47M | 0.01% | −313−0.9% | Reduced |
| Park Circle Co | 34,765 | $1.50M | 1.33% | 00.0% | Unchanged |
| Weiss Asset Management LP | 34,855 | $1.50M | 0.04% | +34,855 | New |
| Amica Mutual Insurance Co | 35,249 | $1.52M | 0.15% | +4,047+13.0% | Added |
| SG Americas Securities, LLC | 35,457 | $1.53M | 0.01% | +35,457 | New |
| Utah Retirement Systems | 36,100 | $1.55M | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 36,307 | $1.56M | 0.14% | +36,307 | New |
| XTX Topco Ltd | 36,408 | $1.57M | 0.11% | +12,801+54.2% | Added |
| Mariner, LLC | 37,560 | $1.62M | 0.00% | +190+0.5% | Added |
| STRS Ohio | 37,799 | $1.63M | 0.01% | +4,172+12.4% | Added |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.78% | +8,383+19.6% | Added |
| Pacific Capital Partners Ltd | 38,074 | $1.64M | 0.96% | 00.0% | Unchanged |
| Truist Financial Corp | 38,371 | $1.65M | 0.00% | +1,330+3.6% | Added |
| British Columbia Investment Management Corp | 39,032 | $1.68M | 0.01% | −5,952−13.2% | Reduced |
| Advisor Group Holdings, Inc. | 39,217 | $1.69M | 0.00% | +2,879+7.9% | Added |
| HighTower Advisors, LLC | 39,421 | $1.70M | 0.00% | +415+1.1% | Added |
| Herbst Group, LLC | 39,525 | $1.70M | 1.05% | +5,900+17.5% | Added |
| Victory Capital Management Inc | 39,983 | $1.72M | 0.00% | −8,391−17.3% | Reduced |
| Cetera Investment Advisers | 40,036 | $1.72M | 0.00% | +6,971+21.1% | Added |
| Sanctuary Advisors, LLC | 33,360 | $1.79M | 0.01% | −3,788−10.2% | Reduced |
| Bleakley Financial Group, LLC | 41,742 | $1.80M | 0.05% | +208+0.5% | Added |
| DekaBank Deutsche Girozentrale | 42,023 | $1.81M | 0.00% | +3,850+10.1% | Added |
| Hilltop Holdings Inc. | 42,171 | $1.82M | 0.12% | +17,544+71.2% | Added |
| Oregon Public Employees Retirement Fund | 42,579 | $1.83M | 0.03% | −2,300−5.1% | Reduced |
| Pinebridge Investments, L.P. | 42,586 | $1.83M | 0.01% | +42,586 | New |
| Ameritas Investment Partners, Inc. | 43,137 | $1.86M | 0.06% | −2,791−6.1% | Reduced |
| New Mexico Educational Retirement Board | 43,600 | $1.88M | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,727 | $1.88M | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 43,832 | $1.89M | 0.02% | −136,999−75.8% | Reduced |
| Pacer Advisors, Inc. | 43,904 | $1.89M | 0.00% | +11,538+35.6% | Added |
| GFG Capital, LLC | 46,542 | $1.90M | 0.77% | +30+0.1% | Added |
| Blair William & Co | 44,432 | $1.91M | 0.01% | −884−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,473 | $1.91M | 0.02% | −1,003−2.2% | Reduced |
| New York State Teachers Retirement System | 44,546 | $1.92M | 0.00% | −1,500−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 46,310 | $1.99M | 0.02% | +28,564+161.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,349 | $2.00M | 0.01% | −1,510−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 46,649 | $2.01M | 0.05% | −1,544−3.2% | Reduced |
| IFM Investors Pty Ltd | 46,829 | $2.02M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 47,582 | $2.05M | 0.00% | +4,179+9.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,524 | $2.05M | 0.10% | +6,755+16.6% | Added |
| State of Michigan Retirement System | 49,900 | $2.15M | 0.01% | −2,100−4.0% | Reduced |
| Capital International Inc | 50,510 | $2.17M | 0.03% | +5,953+13.4% | Added |
| Twin Capital Management Inc | 51,211 | $2.21M | 0.25% | −465−0.9% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 52,894 | $2.28M | 0.77% | +52,894 | New |
| Teza Capital Management LLC | 53,258 | $2.29M | 0.25% | −5,353−9.1% | Reduced |
| Kestra Advisory Services, LLC | 54,079 | $2.33M | 0.01% | +796+1.5% | Added |
| KBC Group NV | 54,539 | $2.35M | 0.01% | +1,024+1.9% | Added |
| CI Private Wealth, LLC | 54,753 | $2.36M | 0.00% | +11,883+27.7% | Added |
| Toronto Dominion Bank | 57,801 | $2.49M | 0.00% | +7,533+15.0% | Added |
| Louisiana State Employees Retirement System | 58,300 | $2.51M | 0.05% | −2,800−4.6% | Reduced |
| AMG National Trust Bank | 59,248 | $2.55M | 0.07% | −38,715−39.5% | Reduced |
| Diversified Trust Co | 59,578 | $2.57M | 0.06% | −45−0.1% | Reduced |
| Neuberger Berman Group LLC | 60,441 | $2.60M | 0.00% | −2,216−3.5% | Reduced |
| Sierra Capital LLC | 61,555 | $2.65M | 0.32% | +33,559+119.9% | Added |
| Handelsbanken Fonder AB | 62,800 | $2.70M | 0.01% | +25,400+67.9% | Added |
| Augustine Asset Management Inc | 62,923 | $2.71M | 0.95% | +74+0.1% | Added |
| Alaska Permanent Fund Corp | 63,406 | $2.73M | 0.04% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 63,506 | $2.73M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 65,015 | $2.80M | 0.07% | −8,044−11.0% | Reduced |
| American Century Companies Inc | 65,183 | $2.81M | 0.00% | −36,782−36.1% | Reduced |
| Wellington Shields Capital Management, LLC | 65,265 | $2.81M | 0.49% | +1,391+2.2% | Added |
| HSBC Holdings PLC | 66,656 | $2.87M | 0.00% | +5,094+8.3% | Added |
| Coastal Bridge Advisors, LLC | 66,813 | $2.88M | 0.71% | 00.0% | Unchanged |
| Arizona State Retirement System | 67,019 | $2.89M | 0.02% | +2,571+4.0% | Added |
| Kerusso Capital Management LLC | 67,621 | $2.91M | 1.85% | +4,095+6.4% | Added |
| Nomura Asset Management Co Ltd | 67,812 | $2.92M | 0.01% | −266−0.4% | Reduced |
| Cinctive Capital Management LP | 68,221 | $2.94M | 0.17% | +68,221 | New |
| Northwestern Mutual Wealth Management Co | 68,957 | $2.97M | 0.00% | +14,412+26.4% | Added |
| Resona Asset Management Co.,Ltd. | 69,398 | $2.99M | 0.02% | −2,124−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 69,642 | $3.00M | 0.01% | −2,485−3.4% | Reduced |
| Quantbot Technologies LP | 70,564 | $3.04M | 0.12% | −84,625−54.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 70,810 | $3.05M | 0.03% | −1,890−2.6% | Reduced |
| Standard Life Aberdeen plc | 71,044 | $3.06M | 0.01% | +26,228+58.5% | Added |
| Cerity Partners LLC | 71,553 | $3.08M | 0.01% | +1,451+2.1% | Added |
| Commonwealth Equity Services, LLC | 73,080 | $3.15M | 0.00% | +1,015+1.4% | Added |
| Forsta Ap-Fonden | 73,500 | $3.16M | 0.02% | +9,200+14.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,165 | $3.19M | 0.03% | +74,165 | New |
| Royce & Associates LP | 76,020 | $3.27M | 0.03% | −21,185−21.8% | Reduced |
| US Bancorp | 77,874 | $3.35M | 0.00% | +962+1.3% | Added |
| Public Employees Retirement System of Ohio | 79,516 | $3.42M | 0.01% | −3,961−4.7% | Reduced |
| Yousif Capital Management, LLC | 79,572 | $3.43M | 0.04% | −13,135−14.2% | Reduced |
| Janney Montgomery Scott LLC | 80,323 | $3.46M | 0.01% | +163+0.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 80,595 | $3.47M | 0.20% | +625+0.8% | Added |
| Asset Management One Co.,Ltd. | 81,760 | $3.52M | 0.01% | +5,065+6.6% | Added |
| International Assets Investment Management, LLC | 156,849 | $3.64M | 0.02% | +156,849 | New |
| Mesirow Institutional Investment Management, Inc. | 84,711 | $3.65M | 0.28% | +17,614+26.3% | Added |
| Texas Yale Capital Corp. | 85,229 | $3.67M | 0.16% | +445+0.5% | Added |
| Citigroup Inc | 86,749 | $3.74M | 0.00% | +17,838+25.9% | Added |
| State of New Jersey Common Pension Fund D | 86,763 | $3.74M | 0.02% | −2,580−2.9% | Reduced |
| Andra AP-fonden | 87,700 | $3.78M | 0.06% | +57,500+190.4% | Added |
| State of Tennessee, Treasury Department | 89,693 | $3.86M | 0.01% | +38,144+74.0% | Added |