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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 17,018 | $859.2K | 0.01% | −17,017−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 17,248 | $870.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,306 | $873.8K | 0.00% | −9,310−35.0% | Reduced |
| Kestra Private Wealth Services, LLC | 17,364 | $876.7K | 0.01% | −1,863−9.7% | Reduced |
| Aviva PLC | 17,408 | $878.9K | 0.00% | +227+1.3% | Added |
| TD Waterhouse Canada Inc. | 17,621 | $889.7K | 0.01% | −4,715−21.1% | Reduced |
| Federated Hermes, Inc. | 17,680 | $892.7K | 0.00% | −3,794−17.7% | Reduced |
| Sym Financial Corp | 17,832 | $900.3K | 0.12% | +17,832 | New |
| Daiwa Securities Group Inc. | 17,873 | $902.0K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 17,990 | $908.3K | 0.44% | +266+1.5% | Added |
| Clearstead Advisors, LLC | 18,092 | $913.5K | 0.01% | −312−1.7% | Reduced |
| EntryPoint Capital, LLC | 19,059 | $962.3K | 0.40% | +5,705+42.7% | Added |
| Nordea Investment Management AB | 19,050 | $967.0K | 0.00% | +124+0.7% | Added |
| Apollon Wealth Management, LLC | 19,261 | $972.5K | 0.02% | −3,716−16.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,841 | $1.01M | 0.01% | +2,363+13.5% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $1.01M | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,146 | $1.02M | 0.06% | +20,146 | New |
| Atria Investments LLC | 20,923 | $1.06M | 0.01% | +1,062+5.3% | Added |
| AMG National Trust Bank | 20,911 | $1.06M | 0.03% | −38,337−64.7% | Reduced |
| JustInvest LLC | 21,538 | $1.09M | 0.02% | +3,957+22.5% | Added |
| QRG Capital Management, Inc. | 22,359 | $1.13M | 0.01% | −2,086−8.5% | Reduced |
| Riverwater Partners LLC | 22,706 | $1.15M | 0.56% | +575+2.6% | Added |
| Franklin Resources Inc | 23,004 | $1.16M | 0.00% | −5,206−18.5% | Reduced |
| Benjamin Edwards Inc | 23,072 | $1.16M | 0.02% | +5,061+28.1% | Added |
| Schroder Investment Management Group | 23,127 | $1.17M | 0.00% | +1,257+5.7% | Added |
| State of Alaska, Department of Revenue | 24,060 | $1.21M | 0.01% | −365−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,111 | $1.22M | 0.00% | −635−2.6% | Reduced |
| New York Life Investment Management LLC | 24,262 | $1.22M | 0.01% | −1,165−4.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,853 | $1.25M | 0.01% | +7,539+43.5% | Added |
| Susquehanna International Group, LLP | 24,901 | $1.26M | 0.00% | −5,283−17.5% | Reduced |
| Hoertkorn Richard Charles | 25,000 | $1.26M | 0.52% | −100−0.4% | Reduced |
| Blair William & Co | 25,880 | $1.31M | 0.00% | −18,552−41.8% | Reduced |
| Waterfront Wealth Inc. | 26,065 | $1.32M | 0.32% | −200−0.8% | Reduced |
| MML Investors Services, LLC | 26,097 | $1.32M | 0.00% | +9,012+52.7% | Added |
| Wolverine Trading, LLC | 26,341 | $1.33M | 0.03% | +26,341 | New |
| Jeppson Wealth Management, LLC | 26,619 | $1.34M | 0.49% | −720−2.6% | Reduced |
| Voya Investment Management LLC | 26,623 | $1.34M | 0.00% | −1,839−6.5% | Reduced |
| Nomura Holdings Inc | 28,002 | $1.41M | 0.01% | +28,002 | New |
| D.A. Davidson & Co. | 28,072 | $1.42M | 0.01% | +750+2.7% | Added |
| Nissay Asset Management Corp | 28,026 | $1.43M | 0.01% | −296−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,257 | $1.43M | 0.01% | +8,326+41.8% | Added |
| The PNC Financial Services Group, Inc. | 28,393 | $1.43M | 0.00% | −200−0.7% | Reduced |
| Moody National Bank Trust Division | 28,409 | $1.43M | 0.15% | −1,914−6.3% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.45M | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 30,687 | $1.55M | 0.59% | +30,558+23,688.4% | Added |
| Dynamic Technology Lab Private Ltd | 31,395 | $1.58M | 0.25% | +23,567+301.1% | Added |
| SG Americas Securities, LLC | 31,592 | $1.59M | 0.01% | −3,865−10.9% | Reduced |
| Pacific Capital Partners Ltd | 32,074 | $1.62M | 0.95% | −6,000−15.8% | Reduced |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.80% | 00.0% | Unchanged |
| Park Circle Co | 34,765 | $1.76M | 1.60% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 35,249 | $1.78M | 0.18% | 00.0% | Unchanged |
| Walleye Trading LLC | 35,889 | $1.81M | 0.04% | −29,126−44.8% | Reduced |
| Utah Retirement Systems | 36,100 | $1.82M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 36,373 | $1.84M | 0.02% | +2,221+6.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 36,888 | $1.86M | 0.02% | +27,048+274.9% | Added |
| Hilltop Holdings Inc. | 38,463 | $1.94M | 0.12% | −3,708−8.8% | Reduced |
| Mariner, LLC | 38,689 | $1.95M | 0.00% | +1,129+3.0% | Added |
| Sanctuary Advisors, LLC | 35,600 | $2.00M | 0.01% | +2,240+6.7% | Added |
| Bleakley Financial Group, LLC | 40,190 | $2.03M | 0.06% | −1,552−3.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,565 | $2.05M | 0.02% | −33,600−45.3% | Reduced |
| Diversified Trust Co | 40,564 | $2.05M | 0.05% | −19,014−31.9% | Reduced |
| Truist Financial Corp | 40,687 | $2.05M | 0.00% | +2,316+6.0% | Added |
| Quantbot Technologies LP | 41,032 | $2.07M | 0.08% | −29,532−41.9% | Reduced |
| Herbst Group, LLC | 41,475 | $2.09M | 1.31% | +1,950+4.9% | Added |
| First Trust Advisors LP | 41,530 | $2.10M | 0.00% | +7,649+22.6% | Added |
| DekaBank Deutsche Girozentrale | 42,023 | $2.12M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 42,269 | $2.13M | 0.07% | −868−2.0% | Reduced |
| Pacer Advisors, Inc. | 42,429 | $2.14M | 0.00% | −1,475−3.4% | Reduced |
| HighTower Advisors, LLC | 42,915 | $2.17M | 0.00% | +3,494+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 42,956 | $2.17M | 0.10% | −4,568−9.6% | Reduced |
| Oregon Public Employees Retirement Fund | 42,979 | $2.17M | 0.04% | +400+0.9% | Added |
| Empire Financial Management Company, LLC | 43,500 | $2.20M | 0.69% | +24,500+128.9% | Added |
| Steward Partners Investment Advisory, LLC | 43,581 | $2.20M | 0.02% | −892−2.0% | Reduced |
| New Mexico Educational Retirement Board | 43,600 | $2.20M | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,727 | $2.21M | 0.02% | 00.0% | Unchanged |
| Absolute Gestao de Investimentos Ltda. | 44,102 | $2.23M | 0.95% | −8,792−16.6% | Reduced |
| New York State Teachers Retirement System | 44,246 | $2.23M | 0.00% | −300−0.7% | Reduced |
| British Columbia Investment Management Corp | 44,361 | $2.24M | 0.01% | +5,329+13.7% | Added |
| Cetera Investment Advisers | 45,085 | $2.28M | 0.00% | +5,049+12.6% | Added |
| IFM Investors Pty Ltd | 45,945 | $2.32M | 0.02% | −884−1.9% | Reduced |
| Toronto Dominion Bank | 46,016 | $2.32M | 0.00% | −11,785−20.4% | Reduced |
| GFG Capital, LLC | 46,185 | $2.33M | 0.64% | −357−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,607 | $2.35M | 0.01% | +258+0.6% | Added |
| Empowered Funds, LLC | 46,658 | $2.36M | 0.03% | −111,016−70.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 46,901 | $2.37M | 0.05% | +252+0.5% | Added |
| Meketa Investment Group Inc | 47,347 | $2.39M | 5.36% | +47,347 | New |
| ExodusPoint Capital Management, LP | 47,372 | $2.39M | 0.02% | +1,062+2.3% | Added |
| State of Michigan Retirement System | 50,000 | $2.52M | 0.01% | +100+0.2% | Added |
| Twin Capital Management Inc | 50,235 | $2.54M | 0.28% | −976−1.9% | Reduced |
| Sierra Capital LLC | 50,372 | $2.54M | 0.30% | −11,183−18.2% | Reduced |
| Advisor Group Holdings, Inc. | 51,946 | $2.62M | 0.01% | +12,729+32.5% | Added |
| CI Private Wealth, LLC | 53,108 | $2.68M | 0.00% | −1,645−3.0% | Reduced |
| Natixis Advisors, L.P. | 53,878 | $2.72M | 0.01% | +38,919+260.2% | Added |
| SEI Investments Co | 55,609 | $2.81M | 0.00% | +8,027+16.9% | Added |
| Kestra Advisory Services, LLC | 56,866 | $2.87M | 0.02% | +2,787+5.2% | Added |
| Handelsbanken Fonder AB | 57,300 | $2.89M | 0.01% | −5,500−8.8% | Reduced |
| Forsta Ap-Fonden | 57,900 | $2.92M | 0.02% | −15,600−21.2% | Reduced |
| Coastal Bridge Advisors, LLC | 58,539 | $2.96M | 0.74% | −8,274−12.4% | Reduced |
| Louisiana State Employees Retirement System | 58,600 | $2.96M | 0.06% | +300+0.5% | Added |
| Standard Life Aberdeen plc | 60,092 | $3.03M | 0.01% | −10,952−15.4% | Reduced |