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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 142,600 | $6.95M | 0.02% | +142,600 | New |
| Price T Rowe Associates Inc | 136,185 | $6.88M | 0.00% | +12,131+9.8% | Added |
| Winslow Asset Management Inc | 134,021 | $6.77M | 1.35% | +1,693+1.3% | Added |
| State of Wisconsin Investment Board | 126,360 | $6.38M | 0.02% | −5,712−4.3% | Reduced |
| City of London Investment Management Co Ltd | 125,244 | $6.32M | 0.63% | −53,271−29.8% | Reduced |
| Trexquant Investment LP | 123,036 | $6.21M | 0.07% | −24,613−16.7% | Reduced |
| MetLife Investment Management | 119,099 | $6.01M | 0.03% | +10,275+9.4% | Added |
| PEAK6 LLC | 114,944 | $5.80M | 0.23% | +114,944 | New |
| Mutual of America Capital Management LLC | 111,475 | $5.63M | 0.06% | −2,163−1.9% | Reduced |
| TD Asset Management Inc | 110,997 | $5.60M | 0.00% | −39,879−26.4% | Reduced |
| Pictet Asset Management Holding SA | 110,050 | $5.56M | 0.01% | +638+0.6% | Added |
| Compagnie Lombard Odier SCmA | 107,005 | $5.40M | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 106,679 | $5.39M | 0.01% | +19,930+23.0% | Added |
| Stanley-Laman Group, Ltd. | 106,500 | $5.38M | 0.76% | −10,351−8.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 105,069 | $5.30M | 0.01% | −984−0.9% | Reduced |
| Amalgamated Bank | 101,266 | $5.11M | 0.04% | +550+0.5% | Added |
| Royal London Asset Management Ltd | 100,143 | $5.06M | 0.01% | +36,637+57.7% | Added |
| Danske Bank A/S | 99,203 | $5.01M | 0.01% | +5,100+5.4% | Added |
| Equitable Trust Co | 98,706 | $4.98M | 0.28% | −1,472−1.5% | Reduced |
| Treasurer of the State of North Carolina | 96,271 | $4.86M | 0.02% | +610+0.6% | Added |
| Van Eck Associates Corp | 93,121 | $4.70M | 0.01% | −59,576−39.0% | Reduced |
| HSBC Holdings PLC | 92,297 | $4.66M | 0.00% | +25,641+38.5% | Added |
| Stephens Inc | 90,782 | $4.58M | 0.06% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 90,606 | $4.57M | 0.01% | −20,000−18.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 89,600 | $4.52M | 0.01% | +89,600 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,324 | $4.51M | 0.01% | −5,136−5.4% | Reduced |
| Asset Management One Co.,Ltd. | 86,696 | $4.41M | 0.02% | +4,936+6.0% | Added |
| State of Tennessee, Treasury Department | 87,232 | $4.40M | 0.02% | −2,461−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 86,763 | $4.38M | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 85,889 | $4.34M | 0.17% | +660+0.8% | Added |
| Nomura Asset Management Co Ltd | 84,251 | $4.25M | 0.01% | +16,439+24.2% | Added |
| BNP Paribas Arbitrage, SA | 83,715 | $4.23M | 0.00% | +83,715 | New |
| Mesirow Institutional Investment Management, Inc. | 81,771 | $4.13M | 0.32% | −2,940−3.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 80,820 | $4.08M | 0.23% | +225+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 79,793 | $4.03M | 0.00% | +10,836+15.7% | Added |
| Janney Montgomery Scott LLC | 79,374 | $4.01M | 0.01% | −949−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 79,019 | $3.99M | 0.04% | +79,019 | New |
| Chicago Partners Investment Group LLC | 75,928 | $3.97M | 0.13% | +75,928 | New |
| US Bancorp | 77,702 | $3.92M | 0.01% | −172−0.2% | Reduced |
| CastleKnight Management LP | 77,500 | $3.91M | 0.43% | +60,800+364.1% | Added |
| Yousif Capital Management, LLC | 76,815 | $3.88M | 0.04% | −2,757−3.5% | Reduced |
| one8zero8, LLC | 76,658 | $3.87M | 0.83% | +76,658 | New |
| Aquatic Capital Management LLC | 75,569 | $3.82M | 0.10% | +75,569 | New |
| Victory Capital Management Inc | 75,420 | $3.81M | 0.00% | +35,437+88.6% | Added |
| Public Employees Retirement System of Ohio | 75,210 | $3.80M | 0.01% | −4,306−5.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 74,221 | $3.75M | 0.02% | +74,221 | New |
| Neuberger Berman Group LLC | 73,801 | $3.73M | 0.00% | +13,360+22.1% | Added |
| Andra AP-fonden | 73,800 | $3.73M | 0.06% | −13,900−15.8% | Reduced |
| Commonwealth Equity Services, LLC | 73,436 | $3.71M | 0.01% | +356+0.5% | Added |
| Capital International Inc | 71,254 | $3.60M | 0.04% | +20,744+41.1% | Added |
| Cerity Partners LLC | 71,276 | $3.58M | 0.01% | −277−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 70,800 | $3.57M | 0.02% | +70,800 | New |
| Miller Value Partners, LLC | 70,000 | $3.53M | 1.51% | +70,000 | New |
| Ensign Peak Advisors, Inc | 69,642 | $3.52M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 68,595 | $3.46M | 0.01% | +14,056+25.8% | Added |
| Wellington Shields Capital Management, LLC | 68,294 | $3.45M | 0.61% | +3,029+4.6% | Added |
| Kerusso Capital Management LLC | 67,769 | $3.42M | 2.19% | +148+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 67,580 | $3.41M | 0.03% | −3,230−4.6% | Reduced |
| Arizona State Retirement System | 67,239 | $3.39M | 0.02% | +220+0.3% | Added |
| American Century Companies Inc | 66,678 | $3.37M | 0.00% | +1,495+2.3% | Added |
| Resona Asset Management Co.,Ltd. | 64,162 | $3.24M | 0.02% | −5,236−7.5% | Reduced |
| Phase 2 Partners, LLC | 63,887 | $3.23M | 2.42% | −108,023−62.8% | Reduced |
| Alaska Permanent Fund Corp | 63,406 | $3.20M | 0.05% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 61,566 | $3.11M | 0.82% | −1,357−2.2% | Reduced |
| Pinebridge Investments, L.P. | 60,767 | $3.07M | 0.02% | +18,181+42.7% | Added |
| Standard Life Aberdeen plc | 60,092 | $3.03M | 0.01% | −10,952−15.4% | Reduced |
| Louisiana State Employees Retirement System | 58,600 | $2.96M | 0.06% | +300+0.5% | Added |
| Coastal Bridge Advisors, LLC | 58,539 | $2.96M | 0.74% | −8,274−12.4% | Reduced |
| Forsta Ap-Fonden | 57,900 | $2.92M | 0.02% | −15,600−21.2% | Reduced |
| Handelsbanken Fonder AB | 57,300 | $2.89M | 0.01% | −5,500−8.8% | Reduced |
| Kestra Advisory Services, LLC | 56,866 | $2.87M | 0.02% | +2,787+5.2% | Added |
| SEI Investments Co | 55,609 | $2.81M | 0.00% | +8,027+16.9% | Added |
| Natixis Advisors, L.P. | 53,878 | $2.72M | 0.01% | +38,919+260.2% | Added |
| CI Private Wealth, LLC | 53,108 | $2.68M | 0.00% | −1,645−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 51,946 | $2.62M | 0.01% | +12,729+32.5% | Added |
| Sierra Capital LLC | 50,372 | $2.54M | 0.30% | −11,183−18.2% | Reduced |
| Twin Capital Management Inc | 50,235 | $2.54M | 0.28% | −976−1.9% | Reduced |
| State of Michigan Retirement System | 50,000 | $2.52M | 0.01% | +100+0.2% | Added |
| ExodusPoint Capital Management, LP | 47,372 | $2.39M | 0.02% | +1,062+2.3% | Added |
| Meketa Investment Group Inc | 47,347 | $2.39M | 5.36% | +47,347 | New |
| Northwestern Mutual Investment Management Company, LLC | 46,901 | $2.37M | 0.05% | +252+0.5% | Added |
| Empowered Funds, LLC | 46,658 | $2.36M | 0.03% | −111,016−70.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,607 | $2.35M | 0.01% | +258+0.6% | Added |
| GFG Capital, LLC | 46,185 | $2.33M | 0.64% | −357−0.8% | Reduced |
| Toronto Dominion Bank | 46,016 | $2.32M | 0.00% | −11,785−20.4% | Reduced |
| IFM Investors Pty Ltd | 45,945 | $2.32M | 0.02% | −884−1.9% | Reduced |
| Cetera Investment Advisers | 45,085 | $2.28M | 0.00% | +5,049+12.6% | Added |
| British Columbia Investment Management Corp | 44,361 | $2.24M | 0.01% | +5,329+13.7% | Added |
| New York State Teachers Retirement System | 44,246 | $2.23M | 0.00% | −300−0.7% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 44,102 | $2.23M | 0.95% | −8,792−16.6% | Reduced |
| Gotham Asset Management, LLC | 43,727 | $2.21M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 43,600 | $2.20M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 43,581 | $2.20M | 0.02% | −892−2.0% | Reduced |
| Empire Financial Management Company, LLC | 43,500 | $2.20M | 0.69% | +24,500+128.9% | Added |
| Oregon Public Employees Retirement Fund | 42,979 | $2.17M | 0.04% | +400+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 42,956 | $2.17M | 0.10% | −4,568−9.6% | Reduced |
| HighTower Advisors, LLC | 42,915 | $2.17M | 0.00% | +3,494+8.9% | Added |
| Pacer Advisors, Inc. | 42,429 | $2.14M | 0.00% | −1,475−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 42,269 | $2.13M | 0.07% | −868−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.12M | 0.00% | 00.0% | Unchanged |