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Carlyle Group Inc.

CG
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Nasdaq
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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

Q4 2024 vs. Q3 2024

How the institutions holding Carlyle Group Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CG: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders52510565+50
Shares210.8M2.38M215.7M+7.27M (+3.5%)
Value$9.09B$112.9M$10.9B+$1.92B (+21.3%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Carlyle Group Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CG in Q4 2024
InstitutionSharesValue% of portfolio
Harris Associates L PSuperinvestorHarris Associates (Oakmark)3,186,743$160.9M0.21%
Raymond James Financial Inc1,659,413$83.8M0.03%
Soros Fund Management LLCSuperinvestorSoros Fund Management459,585$23.2M0.40%
Franklin Street Advisors Inc349,984$17.7M1.18%
Azora Capital LP262,789$13.3M0.60%
Freestone Grove Partners LP195,259$9.86M0.12%
Summit Global Investments141,856$7.16M0.45%
APG Asset Management N.V.142,600$6.95M0.02%
PEAK6 LLC114,944$5.80M0.23%
Adage Capital Partners GP, L.L.C.89,600$4.52M0.01%
BNP Paribas Arbitrage, SA83,715$4.23M0.00%
Police & Firemen's Retirement System of New Jersey79,019$3.99M0.04%
Chicago Partners Investment Group LLC75,928$3.97M0.13%
one8zero8, LLC76,658$3.87M0.83%
Aquatic Capital Management LLC75,569$3.82M0.10%
Lansforsakringar Fondforvaltning AB (publ)74,221$3.75M0.02%
KLP Kapitalforvaltning AS70,800$3.57M0.02%
Miller Value Partners, LLC70,000$3.53M1.51%
Meketa Investment Group Inc47,347$2.39M5.36%
Nomura Holdings Inc28,002$1.41M0.01%
Wolverine Trading, LLC26,341$1.33M0.03%
Arkadios Wealth Advisors20,146$1.02M0.06%
Sym Financial Corp17,832$900.3K0.12%
Avanza Fonder AB16,389$827.5K0.02%
Jain Global LLC15,975$806.6K0.02%
Bridgewater Associates, LP14,308$722.4K0.00%
Meiji Yasuda Life Insurance Co13,600$686.7K0.01%
Machina Capital S.A.S.13,295$671.3K0.28%
M&G Plc12,500$625.0K0.00%
ISAM Funds (UK) Ltd11,765$594.0K0.44%
Impact Partnership Wealth, LLC11,675$589.5K0.12%
AXA S.A.10,718$541.2K0.00%
Belpointe Asset Management LLC12,230$490.8K0.03%
Fortis Capital Advisors, LLC12,230$490.8K0.17%
1832 Asset Management L.P.9,705$490.0K0.00%
Bearing Point Capital, LLC9,570$483.2K0.10%
Brinker Capital Investments, LLC8,416$424.9K0.00%
Orion Portfolio Solutions, LLC8,416$424.9K0.00%
Triad Wealth Partners, LLC8,265$417.3K0.15%
Everence Capital Management Inc7,720$390.0K0.03%
Oak Thistle LLC7,361$371.7K0.11%
Concurrent Investment Advisors, LLC7,015$354.2K0.01%
Allstate Corp6,691$337.8K0.01%
Forum Financial Management, LP6,540$330.2K0.01%
Fieldview Capital Management, LLC6,321$319.1K0.05%
Covenant Partners, LLC6,129$309.5K0.10%
AQR Capital Management LLC5,526$279.0K0.00%
Advisor OS, LLC5,519$278.6K0.03%
J.W. Cole Advisors, Inc.5,439$274.6K0.01%
Cary Street Partners Financial LLC5,374$271.3K0.01%
Center For Asset Management LLC5,033$254.1K0.16%
Farringdon Capital, Ltd.4,827$243.7K0.10%
Mirador Capital Partners LP4,648$234.7K0.04%
Herold Advisors, Inc.4,500$227.2K0.05%
Cornerstone Select Advisors, LLC4,415$222.9K0.21%
Wedmont Private Capital4,391$221.0K0.01%
MJP Associates Inc4,373$220.8K0.04%
Trust Point Inc.4,274$215.8K0.01%
Colony Group, LLC4,265$215.3K0.00%
Pictet & Cie (Europe) SA4,250$214.6K0.00%
Breed's Hill Capital LLC4,000$202.0K0.11%
Harvest Fund Management Co., Ltd3,984$201.0K0.01%
Paradigm Asset Management Co LLC3,800$191.9K0.05%
Riggs Asset Managment Co. Inc.3,201$161.7K0.04%
Central Trust Co1,920$96.9K0.00%
R Squared Ltd1,780$89.9K0.09%
Quarry LP1,408$71.1K0.01%
Retirement Wealth Solutions LLC1,135$57.1K0.05%
Johnson Financial Group, Inc.951$53.4K0.00%
MAI Capital Management846$42.7K0.00%
LRI Investments, LLC633$32.0K0.00%
Clark Wealth Partners595$30.0K0.02%
Main Street Group, LTD568$28.7K0.01%
Golden State Wealth Management, LLC500$25.2K0.00%
National Pension Service497$25.1K0.00%
Caitong International Asset Management Co., Ltd375$18.9K0.02%
Berbice Capital Management LLC200$10.1K0.01%
Modus Advisors, LLC108$5.45K0.00%
Sugarloaf Wealth Management, LLC79$3.99K0.00%
Decker Retirement Planning Inc.56$2.83K0.00%
Nemes Rush Group LLC48$2.42K0.00%
Colonial Trust Co38$1.92K0.00%
Cassady Schiller Wealth Management, LLC28$1.41K0.00%
Global Financial Private Client, LLC13$6560.00%
Whipplewood Advisors, LLC11$5550.00%
WealthTrak Capital Management LLC10$5050.00%
WPG Advisers, LLC9$4540.00%
Salem Investment Counselors Inc8$4040.00%
New Millennium Group LLC7$3530.00%
NewSquare Capital LLC6$3030.00%
Kohmann Bosshard Financial Services, LLC6$3030.00%
Parkworth Wealth Management, Inc.5$2520.00%
Cape Investment Advisory, Inc.2$1010.00%
Principia Wealth Advisory, LLC2$1010.00%
Activest Wealth Management1$500.00%

Sold out (45)

Institutions that held Carlyle Group Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CG in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Caisse de Depot Et Placement du Quebec442,841$19.1M
Brandywine Global Investment Management, LLC202,063$9.82M
Canada Pension Plan Investment Board180,500$7.77M
Man Group plc160,010$6.89M
HRT Financial LP98,968$4.26M
International Assets Investment Management, LLC156,849$3.64M
Royce & Associates LP76,020$3.27M
Teza Capital Management LLC53,258$2.29M
STRS Ohio37,799$1.63M
XTX Topco Ltd36,408$1.57M
Seven Eight Capital, LP36,307$1.56M
Weiss Asset Management LP34,855$1.50M
Sigma Planning Corp33,136$1.43M
Jump Financial, LLC31,759$1.37M
Two Sigma Investments, LP30,900$1.33M
Public Sector Pension Investment Board30,572$1.32M
Ethic Inc.25,315$1.19M
Alyeska Investment Group, L.P.23,750$1.02M
Aigen Investment Management, LP20,377$877.4K
Centiva Capital, LP19,829$853.8K
Fox Run Management, L.L.C.19,523$840.7K
Whalen Wealth Management Inc.16,704$719.3K
Deerfield Management Company, L.P. (Series C)15,332$660.2K
Paloma Partners Management Co13,051$562.0K
Campbell & CO Investment Adviser LLC12,365$532.4K
Kingswood Wealth Advisors, LLC10,950$471.5K
Atria Wealth Solutions, Inc.8,887$382.7K
Entropy Technologies, LP8,858$381.4K
Northeast Investment Management8,125$349.9K
Y-Intercept (Hong Kong) Ltd7,560$325.5K
Oversea-Chinese Banking CORP Ltd6,661$286.8K
United Capital Financial Advisers, LLC5,825$250.8K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,624$242.0K
Ballentine Partners, LLC5,401$232.6K
Catalyst Funds Management Pty Ltd3,600$155.0K
Tobam890$38.0K
Ashton Thomas Securities, LLC415$17.9K
Colonial Trust Advisors252$10.8K
Pension & Wealth Management Advisors, Inc.170$7.32K
Pacific Capital Wealth Advisors, Inc48$2.07K
Laurel Wealth Advisors LLC17$733
Claris Advisors, LLC11$474
Voisard Asset Management Group, Inc.11$474
Capital Performance Advisors LLP4$172
Clear Point Advisors Inc.1$43

Not filed for Q4 2024 yet (10)

Institutions that held Carlyle Group Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Eagle Asset Management Inc1,103,987$57.8M
Raymond James & Associates546,405$23.5M
SpiderRock Advisors, LLC500,040$21.5M
PEAK6 Investments LLC107,003$4.61M
Raymond James Financial Services Advisors, Inc.104,656$4.51M
Raymond James Trust N.A.10,765$463.5K
B. Metzler seel. Sohn & Co. Holding AG6,150$264.8K
Rakuten Investment Management, Inc.4,279$186.5K
Planning Capital Management Corp131$5.05K
Carmichael Hill & Associates, Inc.12$58