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 |
|---|---|---|---|---|---|
| Winslow Asset Management Inc | 132,328 | $5.70M | 1.05% | +8,062+6.5% | Added |
| State of Wisconsin Investment Board | 132,072 | $5.69M | 0.01% | +7,732+6.2% | Added |
| Korea Investment CORP | 128,787 | $5.55M | 0.01% | +109,747+576.4% | Added |
| Price T Rowe Associates Inc | 124,054 | $5.34M | 0.00% | +7,319+6.3% | Added |
| LPL Financial LLC | 121,355 | $5.23M | 0.00% | +7,900+7.0% | Added |
| State Board of Administration of Florida Retirement System | 120,708 | $5.20M | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 116,851 | $5.03M | 0.71% | +8,144+7.5% | Added |
| Mutual of America Capital Management LLC | 113,638 | $4.89M | 0.05% | −9,991−8.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 110,606 | $4.76M | 0.01% | −15,124−12.0% | Reduced |
| Pictet Asset Management Holding SA | 109,412 | $4.71M | 0.01% | +28,144+34.6% | Added |
| MetLife Investment Management | 108,824 | $4.69M | 0.03% | −4,934−4.3% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $4.61M | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 107,003 | $4.61M | 0.23% | +107,003 | New |
| Mitsubishi UFJ Trust & Banking Corp | 106,053 | $4.57M | 0.01% | −1,743−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 104,656 | $4.51M | 0.01% | +1,430+1.4% | Added |
| Amalgamated Bank | 100,716 | $4.34M | 0.04% | −8,500−7.8% | Reduced |
| Equitable Trust Co | 100,178 | $4.31M | 0.28% | +561+0.6% | Added |
| Comerica Bank | 99,199 | $4.27M | 0.02% | −66,008−40.0% | Reduced |
| HRT Financial LP | 98,968 | $4.26M | 0.02% | +58,326+143.5% | Added |
| Edgestream Partners, L.P. | 98,504 | $4.24M | 0.19% | −61,092−38.3% | Reduced |
| Jane Street Group, LLC | 96,457 | $4.15M | 0.01% | +23,077+31.4% | Added |
| Treasurer of the State of North Carolina | 95,661 | $4.12M | 0.02% | +390+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,460 | $4.07M | 0.01% | +3,323+3.6% | Added |
| Danske Bank A/S | 94,103 | $4.05M | 0.01% | +13,000+16.0% | Added |
| Stephens Inc | 90,782 | $3.91M | 0.06% | +11,765+14.9% | Added |
| State of Tennessee, Treasury Department | 89,693 | $3.86M | 0.01% | +38,144+74.0% | Added |
| Andra AP-fonden | 87,700 | $3.78M | 0.06% | +57,500+190.4% | Added |
| State of New Jersey Common Pension Fund D | 86,763 | $3.74M | 0.02% | −2,580−2.9% | Reduced |
| Citigroup Inc | 86,749 | $3.74M | 0.00% | +17,838+25.9% | Added |
| Texas Yale Capital Corp. | 85,229 | $3.67M | 0.16% | +445+0.5% | Added |
| Mesirow Institutional Investment Management, Inc. | 84,711 | $3.65M | 0.28% | +17,614+26.3% | Added |
| International Assets Investment Management, LLC | 156,849 | $3.64M | 0.02% | +156,849 | New |
| Asset Management One Co.,Ltd. | 81,760 | $3.52M | 0.01% | +5,065+6.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 80,595 | $3.47M | 0.20% | +625+0.8% | Added |
| Janney Montgomery Scott LLC | 80,323 | $3.46M | 0.01% | +163+0.2% | Added |
| Yousif Capital Management, LLC | 79,572 | $3.43M | 0.04% | −13,135−14.2% | Reduced |
| Public Employees Retirement System of Ohio | 79,516 | $3.42M | 0.01% | −3,961−4.7% | Reduced |
| US Bancorp | 77,874 | $3.35M | 0.00% | +962+1.3% | Added |
| Royce & Associates LP | 76,020 | $3.27M | 0.03% | −21,185−21.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,165 | $3.19M | 0.03% | +74,165 | New |
| Forsta Ap-Fonden | 73,500 | $3.16M | 0.02% | +9,200+14.3% | Added |
| Commonwealth Equity Services, LLC | 73,080 | $3.15M | 0.00% | +1,015+1.4% | Added |
| Cerity Partners LLC | 71,553 | $3.08M | 0.01% | +1,451+2.1% | Added |
| Standard Life Aberdeen plc | 71,044 | $3.06M | 0.01% | +26,228+58.5% | Added |
| Teachers Retirement System of the State of Kentucky | 70,810 | $3.05M | 0.03% | −1,890−2.6% | Reduced |
| Quantbot Technologies LP | 70,564 | $3.04M | 0.12% | −84,625−54.5% | Reduced |
| Ensign Peak Advisors, Inc | 69,642 | $3.00M | 0.01% | −2,485−3.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,398 | $2.99M | 0.02% | −2,124−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 68,957 | $2.97M | 0.00% | +14,412+26.4% | Added |
| Cinctive Capital Management LP | 68,221 | $2.94M | 0.17% | +68,221 | New |
| Nomura Asset Management Co Ltd | 67,812 | $2.92M | 0.01% | −266−0.4% | Reduced |
| Kerusso Capital Management LLC | 67,621 | $2.91M | 1.85% | +4,095+6.4% | Added |
| Arizona State Retirement System | 67,019 | $2.89M | 0.02% | +2,571+4.0% | Added |
| Coastal Bridge Advisors, LLC | 66,813 | $2.88M | 0.71% | 00.0% | Unchanged |
| HSBC Holdings PLC | 66,656 | $2.87M | 0.00% | +5,094+8.3% | Added |
| Wellington Shields Capital Management, LLC | 65,265 | $2.81M | 0.49% | +1,391+2.2% | Added |
| American Century Companies Inc | 65,183 | $2.81M | 0.00% | −36,782−36.1% | Reduced |
| Walleye Trading LLC | 65,015 | $2.80M | 0.07% | −8,044−11.0% | Reduced |
| Royal London Asset Management Ltd | 63,506 | $2.73M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 63,406 | $2.73M | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 62,923 | $2.71M | 0.95% | +74+0.1% | Added |
| Handelsbanken Fonder AB | 62,800 | $2.70M | 0.01% | +25,400+67.9% | Added |
| Sierra Capital LLC | 61,555 | $2.65M | 0.32% | +33,559+119.9% | Added |
| Neuberger Berman Group LLC | 60,441 | $2.60M | 0.00% | −2,216−3.5% | Reduced |
| Diversified Trust Co | 59,578 | $2.57M | 0.06% | −45−0.1% | Reduced |
| AMG National Trust Bank | 59,248 | $2.55M | 0.07% | −38,715−39.5% | Reduced |
| Louisiana State Employees Retirement System | 58,300 | $2.51M | 0.05% | −2,800−4.6% | Reduced |
| Toronto Dominion Bank | 57,801 | $2.49M | 0.00% | +7,533+15.0% | Added |
| CI Private Wealth, LLC | 54,753 | $2.36M | 0.00% | +11,883+27.7% | Added |
| KBC Group NV | 54,539 | $2.35M | 0.01% | +1,024+1.9% | Added |
| Kestra Advisory Services, LLC | 54,079 | $2.33M | 0.01% | +796+1.5% | Added |
| Teza Capital Management LLC | 53,258 | $2.29M | 0.25% | −5,353−9.1% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 52,894 | $2.28M | 0.77% | +52,894 | New |
| Twin Capital Management Inc | 51,211 | $2.21M | 0.25% | −465−0.9% | Reduced |
| Capital International Inc | 50,510 | $2.17M | 0.03% | +5,953+13.4% | Added |
| State of Michigan Retirement System | 49,900 | $2.15M | 0.01% | −2,100−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 47,524 | $2.05M | 0.10% | +6,755+16.6% | Added |
| SEI Investments Co | 47,582 | $2.05M | 0.00% | +4,179+9.6% | Added |
| IFM Investors Pty Ltd | 46,829 | $2.02M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 46,649 | $2.01M | 0.05% | −1,544−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,349 | $2.00M | 0.01% | −1,510−3.2% | Reduced |
| ExodusPoint Capital Management, LP | 46,310 | $1.99M | 0.02% | +28,564+161.0% | Added |
| New York State Teachers Retirement System | 44,546 | $1.92M | 0.00% | −1,500−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,473 | $1.91M | 0.02% | −1,003−2.2% | Reduced |
| Blair William & Co | 44,432 | $1.91M | 0.01% | −884−2.0% | Reduced |
| GFG Capital, LLC | 46,542 | $1.90M | 0.77% | +30+0.1% | Added |
| Pacer Advisors, Inc. | 43,904 | $1.89M | 0.00% | +11,538+35.6% | Added |
| Schonfeld Strategic Advisors LLC | 43,832 | $1.89M | 0.02% | −136,999−75.8% | Reduced |
| Gotham Asset Management, LLC | 43,727 | $1.88M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 43,600 | $1.88M | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 43,137 | $1.86M | 0.06% | −2,791−6.1% | Reduced |
| Pinebridge Investments, L.P. | 42,586 | $1.83M | 0.01% | +42,586 | New |
| Oregon Public Employees Retirement Fund | 42,579 | $1.83M | 0.03% | −2,300−5.1% | Reduced |
| Hilltop Holdings Inc. | 42,171 | $1.82M | 0.12% | +17,544+71.2% | Added |
| DekaBank Deutsche Girozentrale | 42,023 | $1.81M | 0.00% | +3,850+10.1% | Added |
| Bleakley Financial Group, LLC | 41,742 | $1.80M | 0.05% | +208+0.5% | Added |
| Sanctuary Advisors, LLC | 33,360 | $1.79M | 0.01% | −3,788−10.2% | Reduced |
| Cetera Investment Advisers | 40,036 | $1.72M | 0.00% | +6,971+21.1% | Added |
| Victory Capital Management Inc | 39,983 | $1.72M | 0.00% | −8,391−17.3% | Reduced |
| Herbst Group, LLC | 39,525 | $1.70M | 1.05% | +5,900+17.5% | Added |