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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 4,954 | $213.3K | 0.02% | +466+10.4% | Added |
| GWM Advisors LLC | 4,951 | $213.2K | 0.00% | −25,681−83.8% | Reduced |
| Spire Wealth Management | 4,941 | $212.8K | 0.01% | +39+0.8% | Added |
| Daymark Wealth Partners, LLC | 4,917 | $211.7K | 0.01% | +4,917 | New |
| Toroso Investments, LLC | 4,913 | $211.6K | 0.00% | +4,913 | New |
| Rafferty Asset Management, LLC | 4,848 | $208.8K | 0.00% | −480−9.0% | Reduced |
| Jefferies Financial Group Inc. | 4,846 | $208.7K | 0.00% | +4,846 | New |
| Tranquility Partners, LLC | 4,838 | $208.3K | 0.08% | −154−3.1% | Reduced |
| David R. Rahn & Associates Inc. | 4,778 | $205.7K | 0.06% | +4,778 | New |
| Investment Partners Asset Management, Inc. | 4,696 | $202.2K | 0.17% | +4,696 | New |
| Vestcor Inc | 4,564 | $197.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,485 | $193.1K | 0.00% | −6,800−60.3% | Reduced |
| Rakuten Investment Management, Inc. | 4,279 | $186.5K | 0.00% | +1,052+32.6% | Added |
| Citadel Advisors LLC | 4,298 | $185.1K | 0.00% | −172,399−97.6% | Reduced |
| Amica Retiree Medical Trust | 4,171 | $180.0K | 0.15% | +4,171 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $172.6K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,981 | $171.4K | 0.00% | +958+31.7% | Added |
| CWM, LLC | 3,867 | $167.0K | 0.00% | +121+3.2% | Added |
| Leonteq Securities AG | 3,696 | $159.2K | 0.02% | +112+3.1% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $155.0K | 0.03% | +3,000+500.0% | Added |
| Western Pacific Wealth Management, LP | 3,284 | $141.4K | 0.09% | +314+10.6% | Added |
| Ramirez Asset Management, Inc. | 2,800 | $120.6K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,550 | $109.8K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,542 | $107.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,447 | $105.4K | 0.00% | +2,447 | New |
| Tower View Investment Management & Research LLC | 2,186 | $94.1K | 0.05% | +19+0.9% | Added |
| Larson Financial Group LLC | 2,155 | $92.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $86.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,859 | $80.0K | 0.00% | +9+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,909 | $76.6K | 0.00% | +1,139+147.9% | Added |
| Wellington Shields & Co., LLC | 1,745 | $75.1K | 0.02% | +270+18.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $73.2K | 0.00% | +1,600+1,600.0% | Added |
| Ostrum Asset Management | 1,571 | $67.6K | 0.01% | +20+1.3% | Added |
| Bogart Wealth, LLC | 1,546 | $66.5K | 0.00% | +1+0.1% | Added |
| Gold Investment Management Ltd. | 1,382 | $59.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $56.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,270 | $54.7K | 0.00% | −1,020−44.5% | Reduced |
| Rothschild Investment LLC | 1,250 | $53.8K | 0.00% | +5+0.4% | Added |
| Compass Wealth Management LLC | 1,215 | $52.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,003 | $43.2K | 0.01% | +123+14.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,001 | $43.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $43.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $43.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 988 | $43.0K | 0.00% | −201,703−99.5% | Reduced |
| Proequities, Inc. | 992 | $42.7K | 0.00% | +72+7.8% | Added |
| Smartleaf Asset Management LLC | 933 | $40.7K | 0.00% | +569+156.3% | Added |
| Principal Securities, Inc. | 908 | $39.1K | 0.00% | −188−17.2% | Reduced |
| IFP Advisors, Inc | 905 | $39.0K | 0.00% | +1+0.1% | Added |
| Tobam | 890 | $38.0K | 0.01% | +220+32.8% | Added |
| CVA Family Office, LLC | 865 | $37.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 859 | $37.0K | 0.00% | +73+9.3% | Added |
| Skopos Labs, Inc. | 776 | $33.4K | 0.01% | +776 | New |
| Acadian Asset Management LLC | 753 | $32.0K | 0.00% | −82−9.8% | Reduced |
| Quadrant Capital Group LLC | 673 | $29.0K | 0.00% | +36+5.7% | Added |
| Fifth Third Bancorp | 625 | $26.9K | 0.00% | +315+101.6% | Added |
| WR Wealth Planners, LLC | 562 | $24.2K | 0.01% | +388+223.0% | Added |
| AdvisorNet Financial, Inc | 537 | $23.1K | 0.00% | +6+1.1% | Added |
| Farther Finance Advisors, LLC | 529 | $22.8K | 0.00% | +38+7.7% | Added |
| Global X Japan Co., Ltd. | 516 | $22.2K | 0.00% | +202+64.3% | Added |
| Cornerstone Planning Group LLC | 395 | $20.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 432 | $18.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 415 | $17.9K | 0.00% | +415 | New |
| Capital Advisors, Ltd. LLC | 390 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 392 | $16.9K | 0.00% | −33−7.8% | Reduced |
| First Horizon Advisors, Inc. | 357 | $15.4K | 0.00% | +29+8.8% | Added |
| Huntington National Bank | 340 | $14.6K | 0.00% | +26+8.3% | Added |
| Private Trust Co NA | 315 | $13.6K | 0.00% | +315 | New |
| Oarsman Capital, Inc. | 307 | $13.2K | 0.00% | +307 | New |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 281 | $12.0K | 0.01% | +3+1.1% | Added |
| NBT Bank N A | 266 | $11.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $11.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 252 | $10.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 248 | $10.7K | 0.00% | −60−19.5% | Reduced |
| TD Private Client Wealth LLC | 245 | $10.6K | 0.00% | −180−42.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 219 | $9.00K | 0.00% | −20−8.4% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 179 | $7.71K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $7.62K | 0.00% | −2,436−93.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 170 | $7.32K | 0.00% | −4,165−96.1% | Reduced |
| Bell Investment Advisors, Inc | 163 | $7.02K | 0.00% | −19−10.4% | Reduced |
| Nisa Investment Advisors, LLC | 160 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 136 | $6.12K | 0.00% | −37,594−99.6% | Reduced |
| Fortitude Family Office, LLC | 140 | $6.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 131 | $5.64K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 129 | $5.55K | 0.00% | +129 | New |
| Massmutual Trust Co FSB | 127 | $5.47K | 0.00% | +20+18.7% | Added |
| Parkside Financial Bank & Trust | 123 | $5.30K | 0.00% | +4+3.4% | Added |
| Planning Capital Management Corp | 131 | $5.05K | 0.00% | +1+0.8% | Added |
| Key Financial Inc | 112 | $4.83K | 0.00% | +112 | New |
| Private Wealth Management Group, LLC | 108 | $4.65K | 0.00% | +44+68.8% | Added |
| Harbour Investments, Inc. | 107 | $4.61K | 0.00% | −16−13.0% | Reduced |
| Jones Financial Companies LLLP | 100 | $4.36K | 0.00% | +63+170.3% | Added |
| Hemington Wealth Management | 96 | $4.00K | 0.00% | −10,024−99.1% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $3.71K | 0.00% | +5+5.5% | Added |
| Farmers & Merchants Investments Inc | 80 | $3.44K | 0.00% | −200−71.4% | Reduced |
| Geneos Wealth Management Inc. | 76 | $3.27K | 0.00% | +76 | New |