The Carlyle GroupCG
13F holders, Q1 2024 (March 31)518holders
8famous investors
$46.87avg. 13F price*
At the end of Q1 2024, 518 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings. The largest holders were BlackRock Inc. ($1.1B), Vanguard Group Inc. ($1.1B) and Capital World Investors ($940.7M). 8 famous investors held it, including John W. Rogers Jr. (2.3% of Ariel Investments's portfolio), Tom Gayner (0.6% of Markel Group's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $504.1M |
| Exits | 38 | $104.3M |
Ownership 518 holders
| BlackRock Inc. | 0.03% | Reduce -25.0% | 23,369,242 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -6.2% | 23,333,416 | $1.1B |
| Capital World Investors | 0.16% | Add +0.4% | 20,053,012 | $940.7M |
| Morgan Stanley | 0.05% | Add +11.6% | 13,249,966 | $621.6M |
| William Blair Investment Management, LLC | 1.43% | Add +6.5% | 11,819,403 | $554.4M |
| Alkeon Capital Management LLC | 2.23% | Add +9.5% | 8,646,041 | $405.6M |
| State Street Corp. | 0.02% | Add +2.1% | 8,072,108 | $378.7M |
| Vulcan Value Partners, LLC | 5.31% | Reduce -7.6% | 7,792,628 | $365.4M |
| Ariel Investments | 2.25% | Reduce -23.6% | 4,882,920 | $229.1M |
| Beutel, Goodman & Co Ltd. | 1.04% | Reduce -0.1% | 4,316,819 | $202.5M |
| Legal & General Group Plc | 0.05% | Add +1.1% | 3,888,911 | $182.4M |
| Geode Capital Management, LLC | 0.02% | Add +4.4% | 3,781,262 | $177.1M |
| Norges Bank | 0.03% | Add +5.1% | 3,378,695 | $158.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.5% | 3,057,740 | $143.4M |
| Capital International Investors | 0.03% | New | 3,037,959 | $142.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 2,672,208 | $125.4M |
| FMR LLC | 0.01% | Add +18.9% | 2,491,590 | $116.9M |
| Boston Partners | 0.13% | New | 2,326,293 | $109.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -10.1% | 2,129,054 | $99.9M |
| Argent Capital Management LLC | 2.85% | Add +3.4% | 2,084,751 | $97.8M |
| Frontier Capital Management Co. LLC | 0.88% | Add +145.5% | 2,014,484 | $94.5M |
| Baron Capital (BAMCO) | 0.24% | Reduce -0.1% | 1,944,402 | $91.2M |
| Northern Trust Corp. | 0.01% | Reduce -6.5% | 1,806,058 | $84.7M |
| Eagle Asset Management Inc. | 0.42% | New | 1,777,906 | $82.5M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -2.9% | 1,655,400 | $77.7M |
| Davis Asset Management, L.P. | 3.09% | No change | 1,500,000 | $70.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 1,406,597 | $66.0M |
| Markel Group | 0.61% | No change | 1,327,000 | $62.2M |
| Brown Advisory Inc. | 0.08% | Reduce -1.2% | 1,258,542 | $59.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 1,164,142 | $54.6M |
| Principal Financial Group Inc. | 0.03% | Add +14.2% | 907,113 | $42.6M |
| Bank of America Corp. | 0.00% | Reduce -39.6% | 843,902 | $39.6M |
| Barclays PLC | 0.02% | Reduce -34.5% | 822,869 | $38.6M |
| LGT Capital Partners LTD. | 1.21% | Reduce -42.1% | 822,000 | $38.6M |
| Point72 Asset Management | 0.11% | New | 813,481 | $38.2M |
| Polaris Capital Management, LLC | 1.86% | Add +20.8% | 797,200 | $37.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -69.3% | 796,205 | $37.3M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -5.0% | 762,723 | $35.8M |
| Caisse de depot et placement du Quebec | 0.08% | New | 708,657 | $33.2M |
| Credit Suisse AG/ | 0.03% | Add +2.1% | 682,525 | $32.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.4% | 671,580 | $31.5M |
| Russell Investments Group, Ltd. | 0.05% | Add +6.5% | 654,079 | $30.7M |
| Deprince Race & Zollo Inc. | 0.64% | Reduce -27.9% | 632,459 | $29.7M |
| Rhumbline Advisers | 0.03% | Add +0.8% | 621,657 | $29.2M |
| Invesco Ltd. | 0.01% | Reduce -27.4% | 608,098 | $28.5M |
| Private Management Group Inc. | 1.08% | Reduce -2.9% | 606,656 | $28.5M |
| UBS Group AG | 0.01% | Add +5.0% | 604,005 | $28.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.5% | 563,291 | $26.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.1% | 541,550 | $25.4M |
| Raymond James & Associates | 0.02% | Add +17.1% | 517,276 | $24.3M |
| Prana Capital Management, LP | 1.06% | Add +367.3% | 504,780 | $23.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.0% | 503,525 | $23.6M |
| Canada Pension Plan Investment Board | 0.02% | New | 500,000 | $23.5M |
| SpiderRock Advisors, LLC | 0.73% | — | 500,040 | $22.5M |
| Sirios Capital Management L P | 4.04% | Add +2.3% | 456,797 | $21.4M |
| Partners Group Holding AG | 1.87% | Reduce -12.1% | 438,000 | $20.5M |
| Wells Fargo & Company | 0.01% | Add +21.4% | 437,906 | $20.5M |
| Wafra Inc. | 1.06% | No change | 431,780 | $20.3M |
| Amundi | 0.01% | Add +79.1% | 451,255 | $19.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.9% | 396,320 | $18.6M |
| Oppenheimer & Co. Inc. | 0.31% | Add +4.1% | 394,644 | $18.5M |
| National Bank of Canada | 0.03% | Add +58.8% | 404,036 | $17.2M |
| California Public Employees Retirement System | 0.01% | Reduce -1.0% | 364,700 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +27.1% | 353,964 | $16.6M |
| California State Teachers Retirement System | 0.02% | Add +0.7% | 341,394 | $16.0M |
| Millennium Management | 0.01% | Add +2.7% | 326,588 | $15.3M |
| Cinctive Capital Management LP | 0.77% | Add +199.5% | 318,913 | $15.0M |
| Worldquant Millennium Advisors LLC | 0.18% | Reduce -51.4% | 317,190 | $14.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 313,425 | $14.7M |
| Sargent Investment Group, LLC | 2.99% | Reduce -6.2% | 290,235 | $13.6M |
| American International Group, Inc. | 0.05% | Reduce -2.0% | 286,508 | $13.4M |
| Channing Capital Management, LLC | 0.35% | No change | 275,066 | $12.9M |
| Retirement Systems of Alabama | 0.05% | Add +0.3% | 271,841 | $12.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.1% | 249,331 | $11.7M |
| Bank of Montreal | 0.00% | Reduce -5.9% | 243,341 | $11.4M |
| Assetmark, Inc. | 0.04% | Add +25.9% | 242,540 | $11.4M |
| DNB Asset Management AS | 0.06% | Add +20.5% | 239,897 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +152.3% | 237,285 | $11.1M |
| HSBC Holdings PLC | 0.01% | Add +238.1% | 232,167 | $10.9M |
| Deutsche Bank AG | 0.00% | Reduce -13.3% | 217,497 | $10.2M |
| Stifel Financial Corp. | 0.01% | Add +2.5% | 208,990 | $9.8M |
| Sit Investment Associates Inc. | 0.22% | Add +4.3% | 207,930 | $9.8M |
| Walleye Capital LLC | 0.11% | Reduce -56.9% | 203,161 | $9.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -23.4% | 202,300 | $9.5M |
| Sienna Gestion | 0.81% | — | 201,805 | $9.5M |
| Bessemer Group Inc. | 0.02% | Add +0.1% | 200,097 | $9.4M |
| First Trust Advisors LP | 0.01% | Reduce -46.3% | 193,709 | $9.1M |
| Texas Permanent School Fund Corp. | 0.07% | Add +1.3% | 189,459 | $8.9M |
| Comerica Bank | 0.04% | Add +44.5% | 184,420 | $8.7M |
| Natixis Advisors, LLC | 0.02% | Add +11.8% | 178,002 | $8.3M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -1.3% | 171,468 | $8.0M |
| Gator Capital Management, LLC | 3.99% | No change | 165,800 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -20.9% | 162,930 | $7.6M |
| Jessup Wealth Management, Inc | 3.27% | New | 162,670 | $7.6M |
| City of London Investment Management Co. Ltd. | 0.63% | No change | 162,315 | $7.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -8.9% | 159,894 | $7.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +8.2% | 157,908 | $7.4M |
| TD Asset Management Inc | 0.01% | Reduce -2.0% | 151,406 | $7.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 141,410 | $6.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +608.9% | 137,311 | $6.4M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.