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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 60,767 | $3.07M | 0.02% | +18,181+42.7% | Added |
| Augustine Asset Management Inc | 61,566 | $3.11M | 0.82% | −1,357−2.2% | Reduced |
| Alaska Permanent Fund Corp | 63,406 | $3.20M | 0.05% | 00.0% | Unchanged |
| Phase 2 Partners, LLC | 63,887 | $3.23M | 2.42% | −108,023−62.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 64,162 | $3.24M | 0.02% | −5,236−7.5% | Reduced |
| American Century Companies Inc | 66,678 | $3.37M | 0.00% | +1,495+2.3% | Added |
| Arizona State Retirement System | 67,239 | $3.39M | 0.02% | +220+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 67,580 | $3.41M | 0.03% | −3,230−4.6% | Reduced |
| Kerusso Capital Management LLC | 67,769 | $3.42M | 2.19% | +148+0.2% | Added |
| Wellington Shields Capital Management, LLC | 68,294 | $3.45M | 0.61% | +3,029+4.6% | Added |
| KBC Group NV | 68,595 | $3.46M | 0.01% | +14,056+25.8% | Added |
| Ensign Peak Advisors, Inc | 69,642 | $3.52M | 0.01% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 70,000 | $3.53M | 1.51% | +70,000 | New |
| KLP Kapitalforvaltning AS | 70,800 | $3.57M | 0.02% | +70,800 | New |
| Cerity Partners LLC | 71,276 | $3.58M | 0.01% | −277−0.4% | Reduced |
| Capital International Inc | 71,254 | $3.60M | 0.04% | +20,744+41.1% | Added |
| Commonwealth Equity Services, LLC | 73,436 | $3.71M | 0.01% | +356+0.5% | Added |
| Andra AP-fonden | 73,800 | $3.73M | 0.06% | −13,900−15.8% | Reduced |
| Neuberger Berman Group LLC | 73,801 | $3.73M | 0.00% | +13,360+22.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 74,221 | $3.75M | 0.02% | +74,221 | New |
| Public Employees Retirement System of Ohio | 75,210 | $3.80M | 0.01% | −4,306−5.4% | Reduced |
| Victory Capital Management Inc | 75,420 | $3.81M | 0.00% | +35,437+88.6% | Added |
| Aquatic Capital Management LLC | 75,569 | $3.82M | 0.10% | +75,569 | New |
| one8zero8, LLC | 76,658 | $3.87M | 0.83% | +76,658 | New |
| Yousif Capital Management, LLC | 76,815 | $3.88M | 0.04% | −2,757−3.5% | Reduced |
| CastleKnight Management LP | 77,500 | $3.91M | 0.43% | +60,800+364.1% | Added |
| US Bancorp | 77,702 | $3.92M | 0.01% | −172−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 75,928 | $3.97M | 0.13% | +75,928 | New |
| Police & Firemen's Retirement System of New Jersey | 79,019 | $3.99M | 0.04% | +79,019 | New |
| Janney Montgomery Scott LLC | 79,374 | $4.01M | 0.01% | −949−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 79,793 | $4.03M | 0.00% | +10,836+15.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 80,820 | $4.08M | 0.23% | +225+0.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 81,771 | $4.13M | 0.32% | −2,940−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 83,715 | $4.23M | 0.00% | +83,715 | New |
| Nomura Asset Management Co Ltd | 84,251 | $4.25M | 0.01% | +16,439+24.2% | Added |
| Texas Yale Capital Corp. | 85,889 | $4.34M | 0.17% | +660+0.8% | Added |
| State of New Jersey Common Pension Fund D | 86,763 | $4.38M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 87,232 | $4.40M | 0.02% | −2,461−2.7% | Reduced |
| Asset Management One Co.,Ltd. | 86,696 | $4.41M | 0.02% | +4,936+6.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,324 | $4.51M | 0.01% | −5,136−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 89,600 | $4.52M | 0.01% | +89,600 | New |
| Robeco Institutional Asset Management B.V. | 90,606 | $4.57M | 0.01% | −20,000−18.1% | Reduced |
| Stephens Inc | 90,782 | $4.58M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 92,297 | $4.66M | 0.00% | +25,641+38.5% | Added |
| Van Eck Associates Corp | 93,121 | $4.70M | 0.01% | −59,576−39.0% | Reduced |
| Treasurer of the State of North Carolina | 96,271 | $4.86M | 0.02% | +610+0.6% | Added |
| Equitable Trust Co | 98,706 | $4.98M | 0.28% | −1,472−1.5% | Reduced |
| Danske Bank A/S | 99,203 | $5.01M | 0.01% | +5,100+5.4% | Added |
| Royal London Asset Management Ltd | 100,143 | $5.06M | 0.01% | +36,637+57.7% | Added |
| Amalgamated Bank | 101,266 | $5.11M | 0.04% | +550+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 105,069 | $5.30M | 0.01% | −984−0.9% | Reduced |
| Stanley-Laman Group, Ltd. | 106,500 | $5.38M | 0.76% | −10,351−8.9% | Reduced |
| Citigroup Inc | 106,679 | $5.39M | 0.01% | +19,930+23.0% | Added |
| Compagnie Lombard Odier SCmA | 107,005 | $5.40M | 0.08% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 110,050 | $5.56M | 0.01% | +638+0.6% | Added |
| TD Asset Management Inc | 110,997 | $5.60M | 0.00% | −39,879−26.4% | Reduced |
| Mutual of America Capital Management LLC | 111,475 | $5.63M | 0.06% | −2,163−1.9% | Reduced |
| PEAK6 LLC | 114,944 | $5.80M | 0.23% | +114,944 | New |
| MetLife Investment Management | 119,099 | $6.01M | 0.03% | +10,275+9.4% | Added |
| Trexquant Investment LP | 123,036 | $6.21M | 0.07% | −24,613−16.7% | Reduced |
| City of London Investment Management Co Ltd | 125,244 | $6.32M | 0.63% | −53,271−29.8% | Reduced |
| State of Wisconsin Investment Board | 126,360 | $6.38M | 0.02% | −5,712−4.3% | Reduced |
| Winslow Asset Management Inc | 134,021 | $6.77M | 1.35% | +1,693+1.3% | Added |
| Price T Rowe Associates Inc | 136,185 | $6.88M | 0.00% | +12,131+9.8% | Added |
| APG Asset Management N.V. | 142,600 | $6.95M | 0.02% | +142,600 | New |
| Wesbanco Bank Inc | 140,232 | $7.08M | 0.24% | −19,370−12.1% | Reduced |
| Summit Global Investments | 141,856 | $7.16M | 0.45% | +141,856 | New |
| State Board of Administration of Florida Retirement System | 148,258 | $7.49M | 0.01% | +27,550+22.8% | Added |
| SOL Capital Management CO | 154,964 | $7.82M | 0.87% | +3,830+2.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 158,194 | $7.99M | 0.04% | −4,400−2.7% | Reduced |
| Gator Capital Management, LLC | 162,135 | $8.19M | 3.09% | −165−0.1% | Reduced |
| LPL Financial LLC | 165,220 | $8.34M | 0.00% | +43,865+36.1% | Added |
| Korea Investment CORP | 165,660 | $8.36M | 0.02% | +36,873+28.6% | Added |
| New York State Common Retirement Fund | 173,495 | $8.76M | 0.01% | −8,000−4.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,704 | $9.16M | 0.01% | +21,691+14.0% | Added |
| Stifel Financial Corp | 182,419 | $9.21M | 0.01% | +1,267+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 183,744 | $9.28M | 0.16% | +29,991+19.5% | Added |
| Holocene Advisors, LP | 190,809 | $9.63M | 0.03% | −241,776−55.9% | Reduced |
| Cinctive Capital Management LP | 191,405 | $9.66M | 0.52% | +123,184+180.6% | Added |
| Sit Investment Associates Inc | 193,920 | $9.79M | 0.22% | −15,845−7.6% | Reduced |
| Freestone Grove Partners LP | 195,259 | $9.86M | 0.12% | +195,259 | New |
| Comerica Bank | 199,879 | $10.1M | 0.04% | +100,680+101.5% | Added |
| Channing Capital Management, LLC | 215,970 | $10.9M | 0.29% | −2,732−1.2% | Reduced |
| Bank of Montreal | 216,630 | $10.9M | 0.01% | −31,758−12.8% | Reduced |
| Lazard Asset Management LLC | 231,598 | $11.7M | 0.02% | −106,577−31.5% | Reduced |
| Assenagon Asset Management S.A. | 237,525 | $12.0M | 0.02% | −31,070−11.6% | Reduced |
| Corebridge Financial, Inc. | 238,843 | $12.1M | 0.07% | −9,865−4.0% | Reduced |
| Algebris (UK) Ltd | 253,356 | $12.4M | 3.12% | −351,696−58.1% | Reduced |
| Retirement Systems of Alabama | 256,597 | $13.0M | 0.05% | +1,180+0.5% | Added |
| Manufacturers Life Insurance Company, The | 259,071 | $13.1M | 0.01% | −233,901−47.4% | Reduced |
| Azora Capital LP | 262,789 | $13.3M | 0.60% | +262,789 | New |
| Great West Life Assurance Co | 270,559 | $13.7M | 0.02% | −14,053−4.9% | Reduced |
| Jefferies Financial Group Inc. | 270,612 | $13.7M | 0.15% | +265,766+5,484.2% | Added |
| California State Teachers Retirement System | 295,531 | $14.9M | 0.02% | −62,911−17.6% | Reduced |
| Sargent Investment Group, LLC | 302,385 | $15.3M | 2.50% | +18,537+6.5% | Added |
| DnB Asset Management AS | 317,323 | $16.0M | 0.07% | +162,147+104.5% | Added |
| Oppenheimer & Co Inc | 327,869 | $16.6M | 0.25% | −14,543−4.2% | Reduced |
| Partners Group Holding AG | 340,523 | $17.2M | 0.62% | −95,189−21.8% | Reduced |
| California Public Employees Retirement System | 345,773 | $17.5M | 0.01% | −20,647−5.6% | Reduced |
| Franklin Street Advisors Inc | 349,984 | $17.7M | 1.18% | +349,984 | New |