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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 368,375 | $18.6M | 0.00% | +9,514+2.7% | Added |
| Wells Fargo & Company | 370,192 | $18.7M | 0.00% | −5,334−1.4% | Reduced |
| Kames Capital plc | 379,064 | $19.1M | 0.25% | −14,404−3.7% | Reduced |
| Walleye Capital LLC | 383,266 | $19.4M | 0.18% | −51,652−11.9% | Reduced |
| Thrivent Financial for Lutherans | 391,130 | $19.7M | 0.04% | −125,857−24.3% | Reduced |
| Deprince Race & Zollo Inc | 402,382 | $20.3M | 0.40% | −415,278−50.8% | Reduced |
| Alliancebernstein L.P. | 403,359 | $20.4M | 0.01% | +112,185+38.5% | Added |
| Sirios Capital Management L P | 426,764 | $21.5M | 3.87% | −45,142−9.6% | Reduced |
| Worldquant Millennium Advisors LLC | 427,205 | $21.6M | 0.14% | +1,431+0.3% | Added |
| Barclays PLC | 445,758 | $22.5M | 0.01% | +57,511+14.8% | Added |
| Assetmark, Inc | 454,267 | $22.9M | 0.06% | +121,264+36.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 459,585 | $23.2M | 0.40% | +459,585 | New |
| Prana Capital Management, LP | 467,057 | $23.6M | 1.12% | +82,730+21.5% | Added |
| Nuveen Asset Management, LLC | 483,102 | $24.4M | 0.01% | +26,773+5.9% | Added |
| Principal Financial Group Inc | 484,167 | $24.4M | 0.01% | −3,339−0.7% | Reduced |
| Envestnet Asset Management Inc | 487,419 | $24.6M | 0.01% | +71,854+17.3% | Added |
| Rockefeller Capital Management L.P. | 493,357 | $24.9M | 0.06% | −200,188−28.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 509,538 | $25.7M | 0.02% | +7,891+1.6% | Added |
| Rhumbline Advisers | 605,842 | $30.6M | 0.03% | +7,218+1.2% | Added |
| Invesco Ltd. | 650,735 | $32.9M | 0.01% | +57,606+9.7% | Added |
| Private Management Group Inc | 697,950 | $35.2M | 1.27% | −6,200−0.9% | Reduced |
| Citadel Advisors LLC | 704,537 | $35.6M | 0.03% | +700,239+16,292.2% | Added |
| LGT Capital Partners Ltd. | 741,000 | $37.4M | 1.42% | −175,000−19.1% | Reduced |
| Polaris Capital Management, LLC | 745,000 | $37.6M | 1.81% | −26,300−3.4% | Reduced |
| Bank of America Corp | 764,394 | $38.6M | 0.00% | +30,386+4.1% | Added |
| Goldman Sachs Group Inc | 812,441 | $41.0M | 0.01% | −114,659−12.4% | Reduced |
| Norges Bank | 882,006 | $44.5M | 0.01% | −2,644,038−75.0% | Reduced |
| Brown Advisory Inc | 882,176 | $44.5M | 0.06% | −412,493−31.9% | Reduced |
| JPMorgan Chase & Co | 979,411 | $49.5M | 0.00% | −940,028−49.0% | Reduced |
| Deutsche Bank AG | 1,041,816 | $52.6M | 0.02% | +744,238+250.1% | Added |
| Russell Investments Group, Ltd. | 1,091,923 | $55.1M | 0.08% | +433,879+65.9% | Added |
| UBS Asset Management Americas Inc | 1,163,334 | $58.7M | 0.01% | −241,872−17.2% | Reduced |
| National Bank of Canada | 1,318,766 | $66.6M | 0.09% | +587,173+80.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $67.0M | 0.59% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,406,201 | $71.0M | 0.01% | +14,024+1.0% | Added |
| Millennium Management LLC | 1,493,167 | $75.4M | 0.07% | +912,962+157.4% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $75.7M | 3.09% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,579,178 | $79.7M | 0.19% | +312,909+24.7% | Added |
| Raymond James Financial Inc | 1,659,413 | $83.8M | 0.03% | +1,659,413 | New |
| Bamco Inc | 1,867,253 | $94.3M | 0.24% | 00.0% | Unchanged |
| Argent Capital Management LLC | 1,995,109 | $100.7M | 2.84% | −35,320−1.7% | Reduced |
| Capital International Investors | 2,053,464 | $103.7M | 0.02% | +3,190+0.2% | Added |
| Northern Trust Corp | 2,205,181 | $111.3M | 0.02% | +285,935+14.9% | Added |
| Ameriprise Financial Inc | 2,237,249 | $113.0M | 0.03% | +167,331+8.1% | Added |
| Dimensional Fund Advisors LP | 2,260,505 | $114.1M | 0.03% | −40,139−1.7% | Reduced |
| Bank of New York Mellon Corp | 2,350,238 | $118.7M | 0.02% | −239,487−9.2% | Reduced |
| Amundi | 2,364,231 | $123.7M | 0.04% | +594,661+33.6% | Added |
| Frontier Capital Management Co LLC | 2,455,963 | $124.0M | 1.18% | +1,220,827+98.8% | Added |
| FMR LLC | 2,556,432 | $129.1M | 0.01% | −1,495,325−36.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,841,072 | $143.4M | 0.78% | −1,446,522−33.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,186,743 | $160.9M | 0.21% | +3,186,743 | New |
| UBS Group AG | 3,201,433 | $161.6M | 0.04% | +2,548,132+390.0% | Added |
| Legal & General Group Plc | 3,356,917 | $169.5M | 0.04% | −274,661−7.6% | Reduced |
| Geode Capital Management, LLC | 3,888,522 | $196.0M | 0.02% | +4,920+0.1% | Added |
| Ariel Investments, LLC | 4,910,736 | $247.9M | 2.65% | −177,661−3.5% | Reduced |
| Alkeon Capital Management LLC | 5,244,455 | $264.8M | 1.53% | −2,995,452−36.4% | Reduced |
| Vulcan Value Partners, LLC | 5,333,596 | $269.3M | 4.50% | −1,453,772−21.4% | Reduced |
| Massachusetts Financial Services Co | 6,351,432 | $320.7M | 0.10% | +4,244,131+201.4% | Added |
| Boston Partners | 7,102,085 | $358.7M | 0.44% | +467,767+7.1% | Added |
| State Street Corp | 7,785,693 | $393.1M | 0.02% | +169,214+2.2% | Added |
| Morgan Stanley | 11,344,252 | $572.8M | 0.04% | −1,328,213−10.5% | Reduced |
| William Blair Investment Management, LLC | 13,249,941 | $669.0M | 1.63% | +1,773,465+15.5% | Added |
| Capital World Investors | 19,778,358 | $998.6M | 0.15% | +50,784+0.3% | Added |
| Vanguard Group Inc | 23,161,423 | $1.17B | 0.02% | +180,757+0.8% | Added |
| BlackRock, Inc. | 24,013,520 | $1.21B | 0.02% | +2,667,291+12.5% | Added |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −442,841−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −202,063−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −180,500−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −160,010−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −98,968−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −156,849−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −76,020−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −53,258−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −37,799−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −36,408−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −36,307−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,855−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −33,136−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,759−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −30,572−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −25,315−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −23,750−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,377−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −19,829−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,523−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −16,704−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −15,332−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,051−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −8,887−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,858−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −8,125−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −6,661−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |