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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 12,365 | $532.4K | 0.04% | −79,157−86.5% | Reduced |
| Stiles Financial Services Inc | 12,213 | $526.1K | 0.19% | +20.0% | Added |
| CIBC Asset Management Inc | 12,183 | $524.6K | 0.00% | +569+4.9% | Added |
| FFT Wealth Management LLC | 12,024 | $517.8K | 0.04% | +859+7.7% | Added |
| Carret Asset Management, LLC | 11,890 | $512.0K | 0.06% | −125−1.0% | Reduced |
| Journey Strategic Wealth LLC | 11,847 | $510.1K | 0.02% | +11,847 | New |
| TBH Global Asset Management, LLC | 11,773 | $506.9K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,459 | $493.4K | 0.00% | +2,084+22.2% | Added |
| Arete Wealth Advisors, LLC | 11,369 | $490.0K | 0.04% | −6,403−36.0% | Reduced |
| Tritonpoint Wealth, LLC | 11,180 | $487.3K | 0.04% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 11,244 | $484.2K | 0.06% | −144−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,950 | $471.5K | 0.03% | +58+0.5% | Added |
| Retirement Planning Co of New England, Inc. | 10,900 | $469.4K | 0.23% | +772+7.6% | Added |
| Fort Sheridan Advisors LLC | 10,800 | $465.0K | 0.07% | +250+2.4% | Added |
| Raymond James Trust N.A. | 10,765 | $463.5K | 0.01% | +708+7.0% | Added |
| Macquarie Group Ltd | 10,622 | $457.4K | 0.00% | +4,318+68.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,566 | $455.0K | 0.02% | +158+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,840 | $424.0K | 0.01% | +7,789+379.8% | Added |
| Pathstone Holdings, LLC | 9,679 | $416.8K | 0.00% | −599−5.8% | Reduced |
| PFG Investments, LLC | 9,614 | $414.0K | 0.03% | −1,281−11.8% | Reduced |
| Guinness Asset Management LTD | 9,606 | $413.6K | 0.01% | −1,096−10.2% | Reduced |
| ProShare Advisors LLC | 9,166 | $394.7K | 0.00% | −1,017−10.0% | Reduced |
| Kovack Advisors, Inc. | 9,128 | $393.0K | 0.04% | −208−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 8,887 | $382.7K | 0.00% | −4,992−36.0% | Reduced |
| Entropy Technologies, LP | 8,858 | $381.4K | 0.04% | +8,858 | New |
| RSM US Wealth Management LLC | 8,784 | $379.5K | 0.01% | +1,438+19.6% | Added |
| Private Advisor Group, LLC | 8,713 | $375.2K | 0.00% | −1,270−12.7% | Reduced |
| E&G Advisors, LP | 8,700 | $374.6K | 0.10% | 00.0% | Unchanged |
| 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 |
| Moors & Cabot, Inc. | 8,553 | $368.3K | 0.02% | +900+11.8% | Added |
| Fiduciary Group LLC | 8,500 | $366.0K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,460 | $364.3K | 0.00% | +1,798+27.0% | Added |
| Glenview Trust Co | 8,391 | $361.3K | 0.01% | +195+2.4% | Added |
| Sterling Capital Management LLC | 8,390 | $361.3K | 0.00% | +8,390 | New |
| Triangle Securities Wealth Management | 8,345 | $359.3K | 0.09% | −675−7.5% | Reduced |
| Wellington Management Group LLP | 8,320 | $358.3K | 0.00% | +2,055+32.8% | Added |
| HB Wealth Management, LLC | 8,292 | $357.1K | 0.00% | +8,292 | New |
| Segment Wealth Management, LLC | 8,200 | $353.1K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 8,125 | $349.9K | 0.02% | −30.0% | Reduced |
| Davenport & Co LLC | 8,094 | $348.5K | 0.00% | +1,437+21.6% | Added |
| Moneta Group Investment Advisors LLC | 8,077 | $347.8K | 0.01% | −2,426−23.1% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $345.8K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,007 | $344.8K | 0.01% | +69+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 7,828 | $337.0K | 0.04% | −33,483−81.1% | Reduced |
| Verdence Capital Advisors LLC | 7,819 | $336.7K | 0.03% | +377+5.1% | Added |
| Investment Management Corp of Ontario | 7,709 | $331.9K | 0.01% | +2,500+48.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,560 | $325.5K | 0.02% | −5,116−40.4% | Reduced |
| EdgeRock Capital LLC | 7,506 | $323.2K | 0.23% | +15+0.2% | Added |
| Visionary Wealth Advisors | 7,451 | $320.8K | 0.02% | −297−3.8% | Reduced |
| Sterneck Capital Management, LLC | 7,419 | $319.5K | 0.17% | −221−2.9% | Reduced |
| Verition Fund Management LLC | 7,329 | $315.6K | 0.00% | +7,329 | New |
| Lake Street Advisors Group, LLC | 7,259 | $312.6K | 0.01% | −290−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $303.9K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $303.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,980 | $300.6K | 0.00% | −5,347−43.4% | Reduced |
| Fayez Sarofim & Co | 6,849 | $294.9K | 0.00% | +6,849 | New |
| BFSG, LLC | 6,762 | $291.2K | 0.03% | +522+8.4% | Added |
| Park Avenue Securities LLC | 6,767 | $291.0K | 0.00% | −182−2.6% | Reduced |
| Enterprise Financial Services Corp | 6,730 | $289.8K | 0.17% | −50−0.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,661 | $286.8K | 0.01% | +1,107+19.9% | Added |
| Catalyst Capital Advisors LLC | 6,653 | $286.5K | 0.01% | +653+10.9% | Added |
| DMG Group, LLC | 6,649 | $286.3K | 0.23% | +170+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 6,563 | $282.6K | 0.02% | +54+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,543 | $281.7K | 0.00% | +166+2.6% | Added |
| UniSuper Management Pty Ltd | 6,300 | $271.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,469 | $265.9K | 0.00% | −271−4.7% | Reduced |
| 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 |
| Everhart Financial Group, Inc. | 6,088 | $262.1K | 0.06% | +6,088 | New |
| Spirit of America Management Corp | 6,050 | $260.5K | 0.05% | 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 |
| Pictet North America Advisors SA | 5,950 | $256.2K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,825 | $250.8K | 0.00% | −132−2.2% | Reduced |
| Intech Investment Management LLC | 5,748 | $247.5K | 0.00% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,700 | $245.0K | 0.09% | +200+3.6% | Added |
| Profund Advisors LLC | 5,678 | $244.5K | 0.01% | −239−4.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,626 | $242.3K | 0.02% | +110+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,624 | $242.0K | 0.00% | −2,072−26.9% | Reduced |
| Fort Point Capital Partners LLC | 5,620 | $242.0K | 0.03% | −250−4.3% | Reduced |
| Hamilton Capital Partners Inc. | 5,600 | $241.1K | 0.02% | +1,800+47.4% | Added |
| Swiss Life Asset Management Ltd | 5,524 | $237.6K | 0.00% | −2,163−28.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,489 | $236.3K | 0.00% | −399−6.8% | Reduced |
| Vident Advisory, LLC | 5,486 | $236.2K | 0.01% | +160+3.0% | Added |
| Ci Investments Inc. | 5,429 | $234.0K | 0.00% | +427+8.5% | Added |
| Dynamic Advisor Solutions LLC | 5,414 | $233.1K | 0.01% | −9−0.2% | Reduced |
| Ballentine Partners, LLC | 5,401 | $232.6K | 0.00% | +5,401 | New |
| M&T Bank Corp | 5,175 | $222.8K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 5,170 | $222.6K | 0.00% | +670+14.9% | Added |
| Regatta Capital Group, LLC | 5,144 | $221.5K | 0.04% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,120 | $220.5K | 0.16% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,091 | $219.2K | 0.05% | +5,091 | New |
| YHB Investment Advisors, Inc. | 5,065 | $218.1K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,059 | $217.8K | 0.01% | +5,059 | New |
| Slow Capital, Inc. | 5,041 | $217.1K | 0.03% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 5,015 | $216.0K | 0.09% | +5,015 | New |
| Mission Wealth Management, LP | 5,014 | $215.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,996 | $215.1K | 0.00% | +209+4.4% | Added |
| American Trust | 4,980 | $214.4K | 0.02% | −397−7.4% | Reduced |