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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 39,421 | $1.70M | 0.00% | +415+1.1% | Added |
| Advisor Group Holdings, Inc. | 39,217 | $1.69M | 0.00% | +2,879+7.9% | Added |
| British Columbia Investment Management Corp | 39,032 | $1.68M | 0.01% | −5,952−13.2% | Reduced |
| Truist Financial Corp | 38,371 | $1.65M | 0.00% | +1,330+3.6% | Added |
| Pacific Capital Partners Ltd | 38,074 | $1.64M | 0.96% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.78% | +8,383+19.6% | Added |
| STRS Ohio | 37,799 | $1.63M | 0.01% | +4,172+12.4% | Added |
| Mariner, LLC | 37,560 | $1.62M | 0.00% | +190+0.5% | Added |
| XTX Topco Ltd | 36,408 | $1.57M | 0.11% | +12,801+54.2% | Added |
| Seven Eight Capital, LP | 36,307 | $1.56M | 0.14% | +36,307 | New |
| Utah Retirement Systems | 36,100 | $1.55M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 35,457 | $1.53M | 0.01% | +35,457 | New |
| Amica Mutual Insurance Co | 35,249 | $1.52M | 0.15% | +4,047+13.0% | Added |
| Weiss Asset Management LP | 34,855 | $1.50M | 0.04% | +34,855 | New |
| Park Circle Co | 34,765 | $1.50M | 1.33% | 00.0% | Unchanged |
| Xponance, Inc. | 34,152 | $1.47M | 0.01% | −313−0.9% | Reduced |
| Tredje AP-fonden | 34,035 | $1.47M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 33,881 | $1.46M | 0.00% | +6,965+25.9% | Added |
| Sigma Planning Corp | 33,136 | $1.43M | 0.04% | −558−1.7% | Reduced |
| Franklin Resources Inc | 28,210 | $1.37M | 0.00% | +16,723+145.6% | Added |
| Jump Financial, LLC | 31,759 | $1.37M | 0.03% | +31,759 | New |
| Waterfront Wealth Inc. | 26,265 | $1.34M | 0.33% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 30,900 | $1.33M | 0.00% | +14,000+82.8% | Added |
| Public Sector Pension Investment Board | 30,572 | $1.32M | 0.01% | −200−0.6% | Reduced |
| Moody National Bank Trust Division | 30,323 | $1.31M | 0.14% | −6,421−17.5% | Reduced |
| Susquehanna International Group, LLP | 30,184 | $1.30M | 0.00% | −87,817−74.4% | Reduced |
| Allianz Asset Management GmbH | 29,229 | $1.26M | 0.00% | −14,856−33.7% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.24M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,593 | $1.23M | 0.00% | −410−1.4% | Reduced |
| Voya Investment Management LLC | 28,462 | $1.23M | 0.00% | −2,403−7.8% | Reduced |
| Nissay Asset Management Corp | 28,322 | $1.22M | 0.01% | +687+2.5% | Added |
| Ethic Inc. | 25,315 | $1.19M | 0.03% | +25,315 | New |
| Jeppson Wealth Management, LLC | 27,339 | $1.18M | 0.42% | −113−0.4% | Reduced |
| D.A. Davidson & Co. | 27,322 | $1.18M | 0.01% | −500−1.8% | Reduced |
| Mercer Global Advisors Inc | 26,616 | $1.15M | 0.00% | −35,068−56.9% | Reduced |
| New York Life Investment Management LLC | 25,427 | $1.09M | 0.01% | −1,127−4.2% | Reduced |
| Ossiam | 25,393 | $1.09M | 0.02% | −2,010−7.3% | Reduced |
| Hoertkorn Richard Charles | 25,100 | $1.08M | 0.47% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,746 | $1.07M | 0.00% | −3,586−12.7% | Reduced |
| Landscape Capital Management, L.L.C. | 24,611 | $1.06M | 0.11% | +24,611 | New |
| QRG Capital Management, Inc. | 24,445 | $1.05M | 0.01% | −39,012−61.5% | Reduced |
| State of Alaska, Department of Revenue | 24,425 | $1.05M | 0.01% | +940+4.0% | Added |
| Alyeska Investment Group, L.P. | 23,750 | $1.02M | 0.01% | +23,750 | New |
| Apollon Wealth Management, LLC | 22,977 | $989.4K | 0.03% | +964+4.4% | Added |
| TD Waterhouse Canada Inc. | 22,336 | $964.6K | 0.01% | +2,806+14.4% | Added |
| Riverwater Partners LLC | 22,131 | $956.9K | 0.48% | +509+2.4% | Added |
| Schroder Investment Management Group | 21,870 | $953.3K | 0.00% | +11,178+104.5% | Added |
| Federated Hermes, Inc. | 21,474 | $924.7K | 0.00% | +2,154+11.1% | Added |
| Tower Research Capital LLC (TRC) | 21,457 | $923.9K | 0.02% | −13,125−38.0% | Reduced |
| Elo Mutual Pension Insurance Co | 20,778 | $894.7K | 0.02% | +200+1.0% | Added |
| Aigen Investment Management, LP | 20,377 | $877.4K | 0.17% | +7,500+58.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,931 | $868.8K | 0.00% | +5,694+40.0% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $865.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 19,861 | $855.2K | 0.01% | +14,687+283.9% | Added |
| Centiva Capital, LP | 19,829 | $853.8K | 0.04% | +19,829 | New |
| Fox Run Management, L.L.C. | 19,523 | $840.7K | 0.19% | +19,523 | New |
| Kestra Private Wealth Services, LLC | 19,227 | $827.9K | 0.02% | +446+2.4% | Added |
| Quest Partners LLC | 19,142 | $824.3K | 0.07% | +5,591+41.3% | Added |
| Janus Henderson Group PLC | 18,994 | $818.2K | 0.00% | +10,200+116.0% | Added |
| Empire Financial Management Company, LLC | 19,000 | $818.1K | 0.25% | +19,000 | New |
| Nordea Investment Management AB | 18,926 | $809.3K | 0.00% | +1,723+10.0% | Added |
| Clearstead Advisors, LLC | 18,404 | $792.5K | 0.01% | −1,458−7.3% | Reduced |
| Benjamin Edwards Inc | 18,011 | $775.5K | 0.01% | +17,340+2,584.2% | Added |
| Daiwa Securities Group Inc. | 17,873 | $770.0K | 0.00% | +1,900+11.9% | Added |
| O'Rourke & Company, Inc | 17,724 | $763.2K | 0.38% | +1,079+6.5% | Added |
| Prudential Financial Inc | 17,701 | $762.2K | 0.00% | +213+1.2% | Added |
| JustInvest LLC | 17,581 | $757.0K | 0.01% | −4,370−19.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,478 | $752.6K | 0.01% | +17,478 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,314 | $745.5K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 17,248 | $742.0K | 0.02% | −400−2.3% | Reduced |
| Aviva PLC | 17,181 | $739.8K | 0.00% | +498+3.0% | Added |
| MML Investors Services, LLC | 17,085 | $736.0K | 0.00% | +1,688+11.0% | Added |
| Whalen Wealth Management Inc. | 16,704 | $719.3K | 0.51% | +16,704 | New |
| CastleKnight Management LP | 16,700 | $719.1K | 0.08% | +16,700 | New |
| Capital Management Associates | 16,524 | $711.5K | 0.79% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 16,350 | $704.0K | 0.02% | −872−5.1% | Reduced |
| Garrison Bradford & Associates Inc | 16,068 | $692.0K | 0.69% | −374−2.3% | Reduced |
| SMH Capital Advisors Inc | 15,952 | $686.9K | 2.12% | +107+0.7% | Added |
| Swedbank AB | 15,826 | $681.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15,720 | $676.9K | 0.05% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 15,332 | $660.2K | 0.01% | +15,332 | New |
| Carson Advisory Inc. | 15,223 | $655.5K | 0.41% | −196−1.3% | Reduced |
| Thoroughbred Financial Services, LLC | 15,055 | $648.0K | 0.04% | +55+0.4% | Added |
| Intrepid Capital Management Inc | 15,018 | $646.7K | 0.36% | +1,283+9.3% | Added |
| Natixis Advisors, L.P. | 14,959 | $644.0K | 0.00% | −448−2.9% | Reduced |
| Synovus Financial Corp | 14,709 | $633.4K | 0.01% | −658−4.3% | Reduced |
| First Manhattan Co | 14,075 | $606.1K | 0.00% | −650−4.4% | Reduced |
| United Services Automobile Association | 13,744 | $591.8K | 0.02% | −3,082−18.3% | Reduced |
| CIBC World Markets Corp | 13,631 | $587.0K | 0.00% | +980+7.7% | Added |
| Stablepoint Partners, LLC | 13,377 | $576.0K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 13,354 | $575.0K | 0.33% | +7,697+136.1% | Added |
| Illinois Municipal Retirement Fund | 13,317 | $573.4K | 0.01% | −14,443−52.0% | Reduced |
| Promethium Advisors,llc | 13,165 | $566.9K | 0.40% | +13,165 | New |
| Paloma Partners Management Co | 13,051 | $562.0K | 0.03% | +13,051 | New |
| Segall Bryant & Hamill, LLC | 13,000 | $559.8K | 0.01% | +13,000 | New |
| National Asset Management, Inc. | 12,864 | $559.3K | 0.02% | +495+4.0% | Added |
| Zhang Financial LLC | 12,798 | $551.1K | 0.03% | −141−1.1% | Reduced |
| Creative Planning | 12,787 | $550.6K | 0.00% | +882+7.4% | Added |
| Maryland State Retirement & Pension System | 12,516 | $538.9K | 0.01% | −3,418−21.5% | Reduced |
| North Star Investment Management Corp. | 12,452 | $536.2K | 0.04% | +1,499+13.7% | Added |