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, Q4 2024
Institutional positions in Carlyle Group Inc. as of Dec 31, 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
- 565
- +50 vs. Q3 2024
- Shares held
- 215.7M
- +7.27M (+3.5%) vs. Q3 2024
- Total value
- $10.9B
- +$1.92B (+21.3%) vs. Q3 2024
- New holders
- 95
- 191 more added
- Sold out
- 45
- 187 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,013,520 | $1.21B | 0.02% | +2,667,291+12.5% | Added |
| Vanguard Group Inc | 23,161,423 | $1.17B | 0.02% | +180,757+0.8% | Added |
| Capital World Investors | 19,778,358 | $998.6M | 0.15% | +50,784+0.3% | Added |
| William Blair Investment Management, LLC | 13,249,941 | $669.0M | 1.63% | +1,773,465+15.5% | Added |
| Morgan Stanley | 11,344,252 | $572.8M | 0.04% | −1,328,213−10.5% | Reduced |
| State Street Corp | 7,785,693 | $393.1M | 0.02% | +169,214+2.2% | Added |
| Boston Partners | 7,102,085 | $358.7M | 0.44% | +467,767+7.1% | Added |
| Massachusetts Financial Services Co | 6,351,432 | $320.7M | 0.10% | +4,244,131+201.4% | Added |
| Vulcan Value Partners, LLC | 5,333,596 | $269.3M | 4.50% | −1,453,772−21.4% | Reduced |
| Alkeon Capital Management LLC | 5,244,455 | $264.8M | 1.53% | −2,995,452−36.4% | Reduced |
| Ariel Investments, LLC | 4,910,736 | $247.9M | 2.65% | −177,661−3.5% | Reduced |
| Geode Capital Management, LLC | 3,888,522 | $196.0M | 0.02% | +4,920+0.1% | Added |
| Legal & General Group Plc | 3,356,917 | $169.5M | 0.04% | −274,661−7.6% | Reduced |
| UBS Group AG | 3,201,433 | $161.6M | 0.04% | +2,548,132+390.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,186,743 | $160.9M | 0.21% | +3,186,743 | New |
| Beutel, Goodman & Co Ltd. | 2,841,072 | $143.4M | 0.78% | −1,446,522−33.7% | Reduced |
| FMR LLC | 2,556,432 | $129.1M | 0.01% | −1,495,325−36.9% | Reduced |
| Frontier Capital Management Co LLC | 2,455,963 | $124.0M | 1.18% | +1,220,827+98.8% | Added |
| Amundi | 2,364,231 | $123.7M | 0.04% | +594,661+33.6% | Added |
| Bank of New York Mellon Corp | 2,350,238 | $118.7M | 0.02% | −239,487−9.2% | Reduced |
| Dimensional Fund Advisors LP | 2,260,505 | $114.1M | 0.03% | −40,139−1.7% | Reduced |
| Ameriprise Financial Inc | 2,237,249 | $113.0M | 0.03% | +167,331+8.1% | Added |
| Northern Trust Corp | 2,205,181 | $111.3M | 0.02% | +285,935+14.9% | Added |
| Capital International Investors | 2,053,464 | $103.7M | 0.02% | +3,190+0.2% | Added |
| Argent Capital Management LLC | 1,995,109 | $100.7M | 2.84% | −35,320−1.7% | Reduced |
| Bamco Inc | 1,867,253 | $94.3M | 0.24% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,659,413 | $83.8M | 0.03% | +1,659,413 | New |
| Balyasny Asset Management LLC | 1,579,178 | $79.7M | 0.19% | +312,909+24.7% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $75.7M | 3.09% | 00.0% | Unchanged |
| Millennium Management LLC | 1,493,167 | $75.4M | 0.07% | +912,962+157.4% | Added |
| Charles Schwab Investment Management Inc | 1,406,201 | $71.0M | 0.01% | +14,024+1.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $67.0M | 0.59% | 00.0% | Unchanged |
| National Bank of Canada | 1,318,766 | $66.6M | 0.09% | +587,173+80.3% | Added |
| UBS Asset Management Americas Inc | 1,163,334 | $58.7M | 0.01% | −241,872−17.2% | Reduced |
| Russell Investments Group, Ltd. | 1,091,923 | $55.1M | 0.08% | +433,879+65.9% | Added |
| Deutsche Bank AG | 1,041,816 | $52.6M | 0.02% | +744,238+250.1% | Added |
| JPMorgan Chase & Co | 979,411 | $49.5M | 0.00% | −940,028−49.0% | Reduced |
| Brown Advisory Inc | 882,176 | $44.5M | 0.06% | −412,493−31.9% | Reduced |
| Norges Bank | 882,006 | $44.5M | 0.01% | −2,644,038−75.0% | Reduced |
| Goldman Sachs Group Inc | 812,441 | $41.0M | 0.01% | −114,659−12.4% | Reduced |
| Bank of America Corp | 764,394 | $38.6M | 0.00% | +30,386+4.1% | Added |
| Polaris Capital Management, LLC | 745,000 | $37.6M | 1.81% | −26,300−3.4% | Reduced |
| LGT Capital Partners Ltd. | 741,000 | $37.4M | 1.42% | −175,000−19.1% | Reduced |
| Citadel Advisors LLC | 704,537 | $35.6M | 0.03% | +700,239+16,292.2% | Added |
| Private Management Group Inc | 697,950 | $35.2M | 1.27% | −6,200−0.9% | Reduced |
| Invesco Ltd. | 650,735 | $32.9M | 0.01% | +57,606+9.7% | Added |
| Rhumbline Advisers | 605,842 | $30.6M | 0.03% | +7,218+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 509,538 | $25.7M | 0.02% | +7,891+1.6% | Added |
| Rockefeller Capital Management L.P. | 493,357 | $24.9M | 0.06% | −200,188−28.9% | Reduced |
| Envestnet Asset Management Inc | 487,419 | $24.6M | 0.01% | +71,854+17.3% | Added |
| Principal Financial Group Inc | 484,167 | $24.4M | 0.01% | −3,339−0.7% | Reduced |
| Nuveen Asset Management, LLC | 483,102 | $24.4M | 0.01% | +26,773+5.9% | Added |
| Prana Capital Management, LP | 467,057 | $23.6M | 1.12% | +82,730+21.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 459,585 | $23.2M | 0.40% | +459,585 | New |
| Assetmark, Inc | 454,267 | $22.9M | 0.06% | +121,264+36.4% | Added |
| Barclays PLC | 445,758 | $22.5M | 0.01% | +57,511+14.8% | Added |
| Worldquant Millennium Advisors LLC | 427,205 | $21.6M | 0.14% | +1,431+0.3% | Added |
| Sirios Capital Management L P | 426,764 | $21.5M | 3.87% | −45,142−9.6% | Reduced |
| Alliancebernstein L.P. | 403,359 | $20.4M | 0.01% | +112,185+38.5% | Added |
| Deprince Race & Zollo Inc | 402,382 | $20.3M | 0.40% | −415,278−50.8% | Reduced |
| Thrivent Financial for Lutherans | 391,130 | $19.7M | 0.04% | −125,857−24.3% | Reduced |
| Walleye Capital LLC | 383,266 | $19.4M | 0.18% | −51,652−11.9% | Reduced |
| Kames Capital plc | 379,064 | $19.1M | 0.25% | −14,404−3.7% | Reduced |
| Wells Fargo & Company | 370,192 | $18.7M | 0.00% | −5,334−1.4% | Reduced |
| Royal Bank of Canada | 368,375 | $18.6M | 0.00% | +9,514+2.7% | Added |
| Franklin Street Advisors Inc | 349,984 | $17.7M | 1.18% | +349,984 | New |
| California Public Employees Retirement System | 345,773 | $17.5M | 0.01% | −20,647−5.6% | Reduced |
| Partners Group Holding AG | 340,523 | $17.2M | 0.62% | −95,189−21.8% | Reduced |
| Oppenheimer & Co Inc | 327,869 | $16.6M | 0.25% | −14,543−4.2% | Reduced |
| DnB Asset Management AS | 317,323 | $16.0M | 0.07% | +162,147+104.5% | Added |
| Sargent Investment Group, LLC | 302,385 | $15.3M | 2.50% | +18,537+6.5% | Added |
| California State Teachers Retirement System | 295,531 | $14.9M | 0.02% | −62,911−17.6% | Reduced |
| Jefferies Financial Group Inc. | 270,612 | $13.7M | 0.15% | +265,766+5,484.2% | Added |
| Great West Life Assurance Co | 270,559 | $13.7M | 0.02% | −14,053−4.9% | Reduced |
| Azora Capital LP | 262,789 | $13.3M | 0.60% | +262,789 | New |
| Manufacturers Life Insurance Company, The | 259,071 | $13.1M | 0.01% | −233,901−47.4% | Reduced |
| Retirement Systems of Alabama | 256,597 | $13.0M | 0.05% | +1,180+0.5% | Added |
| Algebris (UK) Ltd | 253,356 | $12.4M | 3.12% | −351,696−58.1% | Reduced |
| Corebridge Financial, Inc. | 238,843 | $12.1M | 0.07% | −9,865−4.0% | Reduced |
| Assenagon Asset Management S.A. | 237,525 | $12.0M | 0.02% | −31,070−11.6% | Reduced |
| Lazard Asset Management LLC | 231,598 | $11.7M | 0.02% | −106,577−31.5% | Reduced |
| Bank of Montreal | 216,630 | $10.9M | 0.01% | −31,758−12.8% | Reduced |
| Channing Capital Management, LLC | 215,970 | $10.9M | 0.29% | −2,732−1.2% | Reduced |
| Comerica Bank | 199,879 | $10.1M | 0.04% | +100,680+101.5% | Added |
| Freestone Grove Partners LP | 195,259 | $9.86M | 0.12% | +195,259 | New |
| Sit Investment Associates Inc | 193,920 | $9.79M | 0.22% | −15,845−7.6% | Reduced |
| Cinctive Capital Management LP | 191,405 | $9.66M | 0.52% | +123,184+180.6% | Added |
| Holocene Advisors, LP | 190,809 | $9.63M | 0.03% | −241,776−55.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 183,744 | $9.28M | 0.16% | +29,991+19.5% | Added |
| Stifel Financial Corp | 182,419 | $9.21M | 0.01% | +1,267+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,704 | $9.16M | 0.01% | +21,691+14.0% | Added |
| New York State Common Retirement Fund | 173,495 | $8.76M | 0.01% | −8,000−4.4% | Reduced |
| Korea Investment CORP | 165,660 | $8.36M | 0.02% | +36,873+28.6% | Added |
| LPL Financial LLC | 165,220 | $8.34M | 0.00% | +43,865+36.1% | Added |
| Gator Capital Management, LLC | 162,135 | $8.19M | 3.09% | −165−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 158,194 | $7.99M | 0.04% | −4,400−2.7% | Reduced |
| SOL Capital Management CO | 154,964 | $7.82M | 0.87% | +3,830+2.5% | Added |
| State Board of Administration of Florida Retirement System | 148,258 | $7.49M | 0.01% | +27,550+22.8% | Added |
| Summit Global Investments | 141,856 | $7.16M | 0.45% | +141,856 | New |
| Wesbanco Bank Inc | 140,232 | $7.08M | 0.24% | −19,370−12.1% | Reduced |