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 |
|---|---|---|---|---|---|
| Bamco Inc | 1,867,253 | $80.4M | 0.21% | −75,000−3.9% | Reduced |
| Amundi | 1,769,570 | $82.6M | 0.03% | +873,764+97.5% | Added |
| Northern Trust Corp | 1,919,246 | $82.6M | 0.01% | +13,803+0.7% | Added |
| JPMorgan Chase & Co | 1,919,439 | $82.7M | 0.01% | +777,304+68.1% | Added |
| Argent Capital Management LLC | 2,030,429 | $87.4M | 2.42% | −39,319−1.9% | Reduced |
| Capital International Investors | 2,050,274 | $88.3M | 0.02% | −359,715−14.9% | Reduced |
| Ameriprise Financial Inc | 2,069,918 | $89.1M | 0.02% | −748,886−26.6% | Reduced |
| Massachusetts Financial Services Co | 2,107,301 | $90.7M | 0.03% | +391,553+22.8% | Added |
| Dimensional Fund Advisors LP | 2,300,644 | $99.1M | 0.02% | +34,049+1.5% | Added |
| Bank of New York Mellon Corp | 2,589,725 | $111.5M | 0.02% | −138,145−5.1% | Reduced |
| Norges Bank | 3,526,044 | $151.8M | 0.02% | +2,400,721+213.3% | Added |
| Legal & General Group Plc | 3,631,578 | $156.4M | 0.04% | −56,467−1.5% | Reduced |
| Geode Capital Management, LLC | 3,883,602 | $166.8M | 0.01% | −37,299−1.0% | Reduced |
| FMR LLC | 4,051,757 | $174.5M | 0.01% | +1,707,520+72.8% | Added |
| Beutel, Goodman & Co Ltd. | 4,287,594 | $184.6M | 0.91% | −45,035−1.0% | Reduced |
| Ariel Investments, LLC | 5,088,397 | $219.1M | 2.24% | +150,672+3.1% | Added |
| Boston Partners | 6,634,318 | $285.8M | 0.34% | +1,534,390+30.1% | Added |
| Vulcan Value Partners, LLC | 6,787,368 | $292.3M | 4.89% | −707,861−9.4% | Reduced |
| State Street Corp | 7,616,479 | $328.0M | 0.01% | −94,120−1.2% | Reduced |
| Alkeon Capital Management LLC | 8,239,907 | $354.8M | 1.94% | −6,134−0.1% | Reduced |
| William Blair Investment Management, LLC | 11,476,476 | $494.2M | 1.22% | −68,981−0.6% | Reduced |
| Morgan Stanley | 12,672,465 | $545.7M | 0.04% | −183,331−1.4% | Reduced |
| Capital World Investors | 19,727,574 | $849.5M | 0.13% | −317,247−1.6% | Reduced |
| BlackRock, Inc. | 21,346,229 | $919.2M | 0.02% | +21,346,229 | New |
| Vanguard Group Inc | 22,980,666 | $989.5M | 0.02% | −356,481−1.5% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −202,435−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −198,400−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −158,576−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −70,307−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −51,575−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −44,603−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −44,588−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −41,534−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −35,519−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −34,798−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −29,378−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −28,997−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −25,980−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,213−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −23,101−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,675−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −20,201−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −18,493−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −13,319−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −13,319−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −12,130−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,437−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,945−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,257−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,312−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,914−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,278−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Emfo, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |