The Carlyle GroupCG
13F holders, Q2 2024 (June 30)516holders −2
54new positions
54sold out
8famous investors
$40.15avg. 13F price*
At the end of Q2 2024, 516 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, down 2 from Q1 2024. 54 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($937.0M), BlackRock Inc. ($911.7M) and Capital World Investors ($804.8M). 8 famous investors held it, including John W. Rogers Jr. (2.1% of Ariel Investments's portfolio), Tom Gayner (0.5% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $94.9M |
| Exits | 54 | $112.3M |
All 13F filers, Q1 2024 → Q2 2024: 13,052,985 shares bought and 11,996,862 shares sold, net +1,056,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Vanguard Group Inc. | 0.02% | Add +0.0% | 23,337,147 | $937.0M |
| BlackRock Inc. | 0.02% | Reduce -2.8% | 22,707,434 | $911.7M |
| Capital World Investors | 0.13% | Reduce -0.0% | 20,044,821 | $804.8M |
| Morgan Stanley | 0.04% | Reduce -3.0% | 12,855,796 | $516.2M |
| William Blair Investment Management, LLC | 1.22% | Reduce -2.3% | 11,545,457 | $463.6M |
| Alkeon Capital Management LLC | 1.70% | Reduce -4.6% | 8,246,041 | $331.1M |
| State Street Corp. | 0.01% | Reduce -4.5% | 7,710,599 | $309.6M |
| Vulcan Value Partners, LLC | 4.56% | Reduce -3.8% | 7,495,229 | $300.8M |
| Boston Partners | 0.25% | Add +119.2% | 5,099,928 | $204.8M |
| Ariel Investments | 2.15% | Add +1.1% | 4,937,725 | $198.2M |
| Beutel, Goodman & Co Ltd. | 0.92% | Add +0.4% | 4,332,629 | $174.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 3,920,901 | $157.2M |
| Legal & General Group Plc | 0.04% | Reduce -5.2% | 3,688,045 | $148.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.8% | 2,818,804 | $113.2M |
| Bank of New York Mellon Corp | 0.02% | Add +2.1% | 2,727,870 | $109.5M |
| Capital International Investors | 0.02% | Reduce -20.7% | 2,409,989 | $96.8M |
| FMR LLC | 0.01% | Reduce -5.9% | 2,344,237 | $94.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.5% | 2,266,595 | $91.0M |
| Argent Capital Management LLC | 2.44% | Reduce -0.7% | 2,069,748 | $83.1M |
| Baron Capital (BAMCO) | 0.22% | Reduce -0.1% | 1,942,253 | $78.0M |
| Frontier Capital Management Co. LLC | 0.77% | Reduce -3.6% | 1,941,094 | $77.9M |
| Northern Trust Corp. | 0.01% | Add +5.5% | 1,905,443 | $76.5M |
| Massachusetts Financial Services Co. | 0.02% | Add +17468.6% | 1,715,748 | $68.9M |
| Eagle Asset Management Inc. | 0.36% | Reduce -5.1% | 1,686,858 | $66.8M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -3.7% | 1,594,411 | $64.0M |
| Davis Asset Management, L.P. | 2.70% | No change | 1,500,000 | $60.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 1,415,267 | $56.8M |
| Brown Advisory Inc. | 0.07% | Add +11.8% | 1,407,704 | $56.5M |
| Bank of America Corp. | 0.01% | Add +66.3% | 1,403,344 | $56.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +103.8% | 1,368,657 | $55.0M |
| Markel Group | 0.52% | No change | 1,327,000 | $53.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 1,142,135 | $45.9M |
| Norges Bank | 0.01% | Reduce -66.7% | 1,125,323 | $45.2M |
| LGT Capital Partners LTD. | 1.33% | Add +18.0% | 970,000 | $38.9M |
| Barclays PLC | 0.02% | Add +13.9% | 937,669 | $37.6M |
| Marshall Wace, LLP | 0.05% | New | 921,759 | $37.0M |
| Amundi | 0.01% | Add +98.5% | 895,806 | $36.4M |
| UBS Group AG | 0.01% | Add +49.9% | 905,583 | $36.4M |
| Rockefeller Capital Management L.P. | 0.10% | Add +10.5% | 842,791 | $33.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.9% | 827,559 | $33.2M |
| Polaris Capital Management, LLC | 1.67% | Reduce -2.5% | 777,000 | $31.2M |
| National Bank of Canada | 0.05% | Add +89.3% | 764,765 | $30.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -20.7% | 719,277 | $28.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +0.4% | 656,516 | $26.4M |
| Invesco Ltd. | 0.01% | Add +6.2% | 645,754 | $25.9M |
| Prana Capital Management, LP | 1.22% | Add +26.2% | 636,995 | $25.6M |
| Deprince Race & Zollo Inc. | 0.56% | Reduce -1.3% | 624,258 | $25.1M |
| Rhumbline Advisers | 0.02% | Reduce -0.2% | 620,693 | $24.9M |
| Private Management Group Inc. | 0.93% | Reduce -0.6% | 602,882 | $24.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +15.6% | 577,800 | $23.2M |
| Sirios Capital Management L P | 3.60% | Add +12.8% | 515,058 | $20.7M |
| SpiderRock Advisors, LLC | 0.53% | No change | 500,040 | $20.1M |
| Partners Group Holding AG | 1.49% | Add +12.7% | 493,578 | $19.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -2.5% | 491,199 | $19.7M |
| Raymond James & Associates | 0.01% | Reduce -5.1% | 491,041 | $19.7M |
| Walleye Capital LLC | 0.22% | Add +137.6% | 482,600 | $19.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -15.8% | 474,274 | $19.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.4% | 458,014 | $18.4M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -37.4% | 443,595 | $17.8M |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 401,851 | $16.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.23% | Add +664.2% | 400,173 | $16.1M |
| Oppenheimer & Co. Inc. | 0.26% | Add +1.3% | 399,820 | $16.1M |
| Assenagon Asset Management S.A. | 0.04% | Add +182.1% | 387,332 | $15.6M |
| Holocene Advisors, LP | 0.06% | Add +261.9% | 367,972 | $14.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.2% | 363,850 | $14.6M |
| California State Teachers Retirement System | 0.02% | Add +5.6% | 360,657 | $14.5M |
| Lazard Asset Management LLC | 0.02% | New | 355,754 | $14.3M |
| California Public Employees Retirement System | 0.01% | Reduce -2.5% | 355,395 | $14.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 335,565 | $13.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.6% | 302,073 | $12.1M |
| Worldquant Millennium Advisors LLC | 0.11% | Reduce -5.8% | 298,653 | $12.0M |
| Sargent Investment Group, LLC | 2.29% | Reduce -3.5% | 279,953 | $11.2M |
| Corebridge Financial, Inc. | 0.06% | — | 273,145 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +9.4% | 272,734 | $11.0M |
| Deutsche Bank AG | 0.00% | Add +24.1% | 269,951 | $10.8M |
| Retirement Systems of Alabama | 0.04% | Reduce -2.0% | 266,509 | $10.7M |
| Millennium Management | 0.01% | Reduce -18.9% | 264,932 | $10.6M |
| Channing Capital Management, LLC | 0.29% | Reduce -4.7% | 262,221 | $10.5M |
| Bank of Montreal | 0.00% | Add +0.7% | 245,091 | $10.0M |
| Assetmark, Inc. | 0.03% | Add +1.7% | 246,570 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +12.9% | 235,868 | $9.5M |
| Algebris (uk) Ltd. | 2.98% | New | 246,922 | $9.3M |
| New York State Common Retirement Fund | 0.01% | Add +3.9% | 210,095 | $8.4M |
| Sit Investment Associates Inc. | 0.19% | Add +0.5% | 208,940 | $8.4M |
| Bessemer Group Inc. | 0.01% | Add +1.3% | 202,691 | $8.1M |
| Point72 Asset Management | 0.03% | Reduce -75.1% | 202,435 | $8.1M |
| Point72 Europe (London) LLP | 0.67% | Add +75.0% | 198,400 | $8.0M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +12.7% | 193,158 | $7.8M |
| DNB Asset Management AS | 0.04% | Reduce -20.4% | 191,083 | $7.7M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +38.0% | 180,831 | $7.3M |
| Citadel Advisors | 0.01% | Add +621.0% | 176,697 | $7.1M |
| Comerica Bank | 0.03% | Reduce -10.4% | 165,207 | $6.6M |
| City of London Investment Management Co. Ltd. | 0.56% | No change | 162,315 | $6.5M |
| Gator Capital Management, LLC | 3.31% | Reduce -2.1% | 162,300 | $6.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +1.4% | 162,094 | $6.5M |
| Edgestream Partners, L.P. | 0.31% | Add +297.1% | 159,596 | $6.4M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +146.3% | 158,576 | $6.4M |
| Quantbot Technologies LP | 0.30% | New | 155,189 | $6.2M |
| TD Asset Management Inc | 0.01% | Add +0.5% | 152,089 | $6.1M |
| SOL Capital Management CO | 0.69% | Add +6.1% | 143,624 | $5.8M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.