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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1,240 | $62.6K | 0.00% | −10−0.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $65.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,329 | $67.1K | 0.00% | +424+46.9% | Added |
| Proequities, Inc. | 1,227 | $69.5K | 0.00% | +235+23.7% | Added |
| Gold Investment Management Ltd. | 1,382 | $69.8K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,403 | $70.8K | 0.00% | +495+54.5% | Added |
| Quarry LP | 1,408 | $71.1K | 0.01% | +1,408 | New |
| Ostrum Asset Management | 1,508 | $76.1K | 0.01% | −63−4.0% | Reduced |
| Bogart Wealth, LLC | 1,546 | $78.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $85.8K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,780 | $89.9K | 0.09% | +1,780 | New |
| CIBC Private Wealth Group, LLC | 1,850 | $96.8K | 0.00% | −9−0.5% | Reduced |
| Central Trust Co | 1,920 | $96.9K | 0.00% | +1,920 | New |
| Concord Wealth Partners | 2,000 | $101.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,000 | $101.0K | 0.01% | +1,000+100.0% | Added |
| Tower View Investment Management & Research LLC | 2,198 | $111.0K | 0.06% | +12+0.5% | Added |
| Larson Financial Group LLC | 2,274 | $114.8K | 0.01% | +119+5.5% | Added |
| Wellington Shields & Co., LLC | 2,315 | $116.9K | 0.04% | +570+32.7% | Added |
| Sandy Spring Bank | 2,542 | $126.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,550 | $128.8K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,569 | $129.7K | 0.00% | +2,469+2,469.0% | Added |
| Ramirez Asset Management, Inc. | 2,800 | $141.4K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,935 | $148.2K | 0.00% | +488+19.9% | Added |
| Riggs Asset Managment Co. Inc. | 3,201 | $161.7K | 0.04% | +3,201 | New |
| Ossiam | 3,418 | $172.6K | 0.00% | −21,975−86.5% | Reduced |
| Leonteq Securities AG | 3,441 | $176.7K | 0.02% | −255−6.9% | Reduced |
| Western Pacific Wealth Management, LP | 3,613 | $182.4K | 0.15% | +329+10.0% | Added |
| Paradigm Asset Management Co LLC | 3,800 | $191.9K | 0.05% | +3,800 | New |
| Quest Partners LLC | 3,916 | $197.7K | 0.03% | −15,226−79.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,984 | $201.0K | 0.01% | +3,984 | New |
| Breed's Hill Capital LLC | 4,000 | $202.0K | 0.11% | +4,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $202.4K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 4,171 | $211.0K | 0.20% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,250 | $214.6K | 0.00% | +4,250 | New |
| CWM, LLC | 4,263 | $215.0K | 0.00% | +396+10.2% | Added |
| Colony Group, LLC | 4,265 | $215.3K | 0.00% | +4,265 | New |
| Trust Point Inc. | 4,274 | $215.8K | 0.01% | +4,274 | New |
| MJP Associates Inc | 4,373 | $220.8K | 0.04% | +4,373 | New |
| Wedmont Private Capital | 4,391 | $221.0K | 0.01% | +4,391 | New |
| UniSuper Management Pty Ltd | 4,400 | $222.2K | 0.00% | −1,900−30.2% | Reduced |
| Cornerstone Select Advisors, LLC | 4,415 | $222.9K | 0.21% | +4,415 | New |
| Allspring Global Investments Holdings, LLC | 4,428 | $224.6K | 0.00% | −57−1.3% | Reduced |
| Herold Advisors, Inc. | 4,500 | $227.2K | 0.05% | +4,500 | New |
| Ci Investments Inc. | 4,533 | $229.0K | 0.00% | −896−16.5% | Reduced |
| Vestcor Inc | 4,564 | $230.0K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,628 | $233.7K | 0.09% | −210−4.3% | Reduced |
| Mirador Capital Partners LP | 4,648 | $234.7K | 0.04% | +4,648 | New |
| Investment Partners Asset Management, Inc. | 4,696 | $237.1K | 0.19% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,778 | $241.2K | 0.08% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,820 | $243.4K | 0.00% | −28−0.6% | Reduced |
| Farringdon Capital, Ltd. | 4,827 | $243.7K | 0.10% | +4,827 | New |
| Dynamic Advisor Solutions LLC | 4,833 | $244.0K | 0.01% | −581−10.7% | Reduced |
| Daymark Wealth Partners, LLC | 4,842 | $244.5K | 0.01% | −75−1.5% | Reduced |
| Umb Bank N A | 4,868 | $245.8K | 0.00% | −128−2.6% | Reduced |
| Spire Wealth Management | 4,937 | $249.3K | 0.01% | −4−0.1% | Reduced |
| Vident Advisory, LLC | 4,958 | $250.3K | 0.00% | −528−9.6% | Reduced |
| Profund Advisors LLC | 4,972 | $251.0K | 0.01% | −706−12.4% | Reduced |
| Carnegie Lake Advisors LLC | 5,015 | $253.0K | 0.10% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,033 | $254.1K | 0.16% | +5,033 | New |
| Slow Capital, Inc. | 5,041 | $254.5K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,065 | $255.7K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,117 | $258.4K | 0.06% | +26+0.5% | Added |
| KRS Capital Management, LLC | 5,120 | $258.5K | 0.18% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,124 | $258.7K | 0.01% | +110+2.2% | Added |
| Regatta Capital Group, LLC | 5,144 | $259.7K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,219 | $263.5K | 0.00% | +306+6.2% | Added |
| Fort Point Capital Partners LLC | 5,225 | $263.8K | 0.03% | −395−7.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,318 | $268.5K | 0.00% | −1,225−18.7% | Reduced |
| American Trust | 5,320 | $268.6K | 0.02% | +340+6.8% | Added |
| Cary Street Partners Financial LLC | 5,374 | $271.3K | 0.01% | +5,374 | New |
| J.W. Cole Advisors, Inc. | 5,439 | $274.6K | 0.01% | +5,439 | New |
| GAMMA Investing LLC | 5,463 | $275.8K | 0.02% | +509+10.3% | Added |
| Harbor Investment Advisory, LLC | 5,500 | $277.7K | 0.03% | −500−8.3% | Reduced |
| Advisor OS, LLC | 5,519 | $278.6K | 0.03% | +5,519 | New |
| AQR Capital Management LLC | 5,526 | $279.0K | 0.00% | +5,526 | New |
| Integrated Wealth Concepts LLC | 5,555 | $280.5K | 0.00% | +66+1.2% | Added |
| Jaffetilchin Investment Partners, LLC | 5,621 | $283.8K | 0.02% | −5−0.1% | Reduced |
| Cresset Asset Management, LLC | 5,671 | $286.3K | 0.00% | −5,788−50.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,700 | $288.0K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,781 | $291.9K | 0.00% | −2,932−33.7% | Reduced |
| RSM US Wealth Management LLC | 5,849 | $295.5K | 0.00% | −2,935−33.4% | Reduced |
| Pictet North America Advisors SA | 5,950 | $300.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,000 | $302.9K | 0.01% | −653−9.8% | Reduced |
| Stonegate Investment Group, LLC | 6,000 | $302.9K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,050 | $305.5K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 6,103 | $308.1K | 0.00% | +928+17.9% | Added |
| Lake Street Advisors Group, LLC | 6,112 | $308.6K | 0.01% | −1,147−15.8% | Reduced |
| Covenant Partners, LLC | 6,129 | $309.5K | 0.10% | +6,129 | New |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $310.5K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 6,312 | $318.7K | 0.04% | −450−6.7% | Reduced |
| Fieldview Capital Management, LLC | 6,321 | $319.1K | 0.05% | +6,321 | New |
| Investment Management Corp of Ontario | 6,409 | $323.6K | 0.01% | −1,300−16.9% | Reduced |
| Sterneck Capital Management, LLC | 6,469 | $326.6K | 0.18% | −950−12.8% | Reduced |
| Forum Financial Management, LP | 6,540 | $330.2K | 0.01% | +6,540 | New |
| Fifth Third Wealth Advisors LLC | 6,563 | $331.4K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,640 | $335.3K | 0.00% | −89,817−93.1% | Reduced |
| Enterprise Financial Services Corp | 6,677 | $337.1K | 0.19% | −53−0.8% | Reduced |
| Allstate Corp | 6,691 | $337.8K | 0.01% | +6,691 | New |
| Fayez Sarofim & Co | 6,849 | $345.8K | 0.00% | 00.0% | Unchanged |
| DMG Group, LLC | 6,932 | $350.0K | 0.28% | +283+4.3% | Added |