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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 6,969 | $351.9K | 0.07% | +881+14.5% | Added |
| Concurrent Investment Advisors, LLC | 7,015 | $354.2K | 0.01% | +7,015 | New |
| SlateStone Wealth, LLC | 7,029 | $355.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,034 | $355.2K | 0.00% | +54+0.8% | Added |
| Keebeck Wealth Management, LLC | 7,057 | $356.3K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,153 | $361.2K | 0.02% | −298−4.0% | Reduced |
| Credit Agricole S A | 7,340 | $370.6K | 0.00% | +2,170+42.0% | Added |
| Oak Thistle LLC | 7,361 | $371.7K | 0.11% | +7,361 | New |
| EdgeRock Capital LLC | 7,506 | $379.0K | 0.25% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,615 | $384.5K | 0.10% | −730−8.7% | Reduced |
| Everence Capital Management Inc | 7,720 | $390.0K | 0.03% | +7,720 | New |
| Verdence Capital Advisors LLC | 7,836 | $395.7K | 0.03% | +17+0.2% | Added |
| Shelton Capital Management | 7,936 | $400.7K | 0.01% | −718−8.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,980 | $402.9K | 0.00% | +2,511+45.9% | Added |
| Kovack Advisors, Inc. | 7,984 | $403.1K | 0.04% | −1,144−12.5% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $405.5K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,059 | $406.9K | 0.01% | +52+0.6% | Added |
| Moors & Cabot, Inc. | 8,153 | $411.6K | 0.02% | −400−4.7% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $414.0K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8,265 | $417.3K | 0.15% | +8,265 | New |
| PFG Investments, LLC | 8,271 | $417.6K | 0.03% | −1,343−14.0% | Reduced |
| Park Avenue Securities LLC | 8,288 | $418.0K | 0.00% | +1,521+22.5% | Added |
| Glenview Trust Co | 8,391 | $423.7K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,416 | $424.9K | 0.00% | +8,416 | New |
| Orion Portfolio Solutions, LLC | 8,416 | $424.9K | 0.00% | +8,416 | New |
| E&G Advisors, LP | 8,600 | $434.2K | 0.12% | −100−1.1% | Reduced |
| Wellington Management Group LLP | 8,664 | $437.4K | 0.00% | +344+4.1% | Added |
| Hamilton Capital Partners Inc. | 8,782 | $443.4K | 0.03% | +3,182+56.8% | Added |
| Fiduciary Group LLC | 8,800 | $444.3K | 0.04% | +300+3.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,104 | $459.7K | 0.02% | +450+5.2% | Added |
| GWM Advisors LLC | 9,278 | $468.4K | 0.00% | +4,327+87.4% | Added |
| Davenport & Co LLC | 9,366 | $472.9K | 0.00% | +1,272+15.7% | Added |
| Storebrand Asset Management AS | 9,399 | $474.6K | 0.00% | +5,418+136.1% | Added |
| Bearing Point Capital, LLC | 9,570 | $483.2K | 0.10% | +9,570 | New |
| 1832 Asset Management L.P. | 9,705 | $490.0K | 0.00% | +9,705 | New |
| Belpointe Asset Management LLC | 12,230 | $490.8K | 0.03% | +12,230 | New |
| Fortis Capital Advisors, LLC | 12,230 | $490.8K | 0.17% | +12,230 | New |
| Verition Fund Management LLC | 9,806 | $495.1K | 0.00% | +2,477+33.8% | Added |
| Moneta Group Investment Advisors LLC | 9,828 | $496.2K | 0.01% | +1,751+21.7% | Added |
| ProShare Advisors LLC | 9,878 | $498.7K | 0.00% | +712+7.8% | Added |
| Marshall Wace, LLP | 10,062 | $508.0K | 0.00% | −1,363,105−99.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,259 | $518.0K | 0.25% | −641−5.9% | Reduced |
| CIBC World Markets Corp | 10,483 | $529.3K | 0.00% | −3,148−23.1% | Reduced |
| Pathstone Holdings, LLC | 10,579 | $534.1K | 0.00% | +900+9.3% | Added |
| AXA S.A. | 10,718 | $541.2K | 0.00% | +10,718 | New |
| Fort Sheridan Advisors LLC | 10,800 | $545.3K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,955 | $553.1K | 0.00% | −32,877−75.0% | Reduced |
| McGowan Group Asset Management, Inc. | 11,148 | $562.8K | 0.08% | −96−0.9% | Reduced |
| Tritonpoint Wealth, LLC | 11,180 | $564.5K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,288 | $569.9K | 0.02% | +722+6.8% | Added |
| Carret Asset Management, LLC | 11,290 | $570.0K | 0.06% | −600−5.0% | Reduced |
| HB Wealth Management, LLC | 11,380 | $574.6K | 0.01% | +3,088+37.2% | Added |
| Macquarie Group Ltd | 11,544 | $582.9K | 0.00% | +922+8.7% | Added |
| Edgestream Partners, L.P. | 11,568 | $584.1K | 0.02% | −86,936−88.3% | Reduced |
| Impact Partnership Wealth, LLC | 11,675 | $589.5K | 0.12% | +11,675 | New |
| ISAM Funds (UK) Ltd | 11,765 | $594.0K | 0.44% | +11,765 | New |
| TBH Global Asset Management, LLC | 11,773 | $594.4K | 0.14% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 12,081 | $609.9K | 0.22% | −132−1.1% | Reduced |
| Journey Strategic Wealth LLC | 12,328 | $622.4K | 0.02% | +481+4.1% | Added |
| National Asset Management, Inc. | 12,332 | $622.6K | 0.02% | −532−4.1% | Reduced |
| M&G Plc | 12,500 | $625.0K | 0.00% | +12,500 | New |
| Landscape Capital Management, L.L.C. | 12,411 | $626.6K | 0.07% | −12,200−49.6% | Reduced |
| Maryland State Retirement & Pension System | 12,516 | $631.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,592 | $635.8K | 0.00% | +4,132+48.8% | Added |
| Intech Investment Management LLC | 12,818 | $647.2K | 0.01% | +7,070+123.0% | Added |
| FFT Wealth Management LLC | 12,887 | $650.7K | 0.05% | +863+7.2% | Added |
| Promethium Advisors,llc | 12,915 | $652.1K | 0.45% | −250−1.9% | Reduced |
| Sterling Capital Management LLC | 12,976 | $655.2K | 0.01% | +4,586+54.7% | Added |
| North Star Investment Management Corp. | 12,993 | $656.0K | 0.05% | +541+4.3% | Added |
| Segall Bryant & Hamill, LLC | 13,000 | $656.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,105 | $661.7K | 0.01% | −8,352−38.9% | Reduced |
| Machina Capital S.A.S. | 13,295 | $671.3K | 0.28% | +13,295 | New |
| Illinois Municipal Retirement Fund | 13,317 | $672.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 13,340 | $673.5K | 0.00% | +553+4.3% | Added |
| Stablepoint Partners, LLC | 13,377 | $675.4K | 0.12% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,474 | $680.3K | 0.00% | +1,291+10.6% | Added |
| Meiji Yasuda Life Insurance Co | 13,600 | $686.7K | 0.01% | +13,600 | New |
| Capital Management Associates | 13,659 | $689.6K | 0.81% | −2,865−17.3% | Reduced |
| Guinness Asset Management LTD | 13,719 | $692.7K | 0.01% | +4,113+42.8% | Added |
| United Services Automobile Association | 13,744 | $693.9K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 13,833 | $698.4K | 0.04% | +1,035+8.1% | Added |
| Allianz Asset Management GmbH | 14,063 | $710.0K | 0.00% | −15,166−51.9% | Reduced |
| First Manhattan Co | 14,075 | $710.6K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 14,308 | $722.4K | 0.00% | +14,308 | New |
| Swiss Life Asset Management Ltd | 15,023 | $757.3K | 0.01% | +9,499+172.0% | Added |
| Carson Advisory Inc. | 15,026 | $758.6K | 0.53% | −197−1.3% | Reduced |
| Garrison Bradford & Associates Inc | 15,080 | $761.0K | 0.80% | −988−6.1% | Reduced |
| Thoroughbred Financial Services, LLC | 15,097 | $762.0K | 0.05% | +42+0.3% | Added |
| SMH Capital Advisors Inc | 15,104 | $762.6K | 1.84% | −848−5.3% | Reduced |
| Janus Henderson Group PLC | 15,394 | $777.4K | 0.00% | −3,600−19.0% | Reduced |
| Synovus Financial Corp | 15,621 | $788.7K | 0.01% | +912+6.2% | Added |
| Baldwin Brothers Inc | 15,720 | $793.7K | 0.05% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 15,735 | $794.5K | 0.40% | +717+4.8% | Added |
| Swedbank AB | 15,826 | $799.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,936 | $804.1K | 0.00% | −1,765−10.0% | Reduced |
| Securian Asset Management, Inc | 15,953 | $805.5K | 0.02% | −397−2.4% | Reduced |
| Jain Global LLC | 15,975 | $806.6K | 0.02% | +15,975 | New |
| Arete Wealth Advisors, LLC | 15,988 | $807.0K | 0.06% | +4,619+40.6% | Added |
| Elo Mutual Pension Insurance Co | 16,182 | $817.0K | 0.02% | −4,596−22.1% | Reduced |
| Avanza Fonder AB | 16,389 | $827.5K | 0.02% | +16,389 | New |