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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 41,530 | $2.10M | 0.00% | +7,649+22.6% | Added |
| Herbst Group, LLC | 41,475 | $2.09M | 1.31% | +1,950+4.9% | Added |
| Quantbot Technologies LP | 41,032 | $2.07M | 0.08% | −29,532−41.9% | Reduced |
| Truist Financial Corp | 40,687 | $2.05M | 0.00% | +2,316+6.0% | Added |
| Diversified Trust Co | 40,564 | $2.05M | 0.05% | −19,014−31.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,565 | $2.05M | 0.02% | −33,600−45.3% | Reduced |
| Bleakley Financial Group, LLC | 40,190 | $2.03M | 0.06% | −1,552−3.7% | Reduced |
| Sanctuary Advisors, LLC | 35,600 | $2.00M | 0.01% | +2,240+6.7% | Added |
| Mariner, LLC | 38,689 | $1.95M | 0.00% | +1,129+3.0% | Added |
| Hilltop Holdings Inc. | 38,463 | $1.94M | 0.12% | −3,708−8.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 36,888 | $1.86M | 0.02% | +27,048+274.9% | Added |
| Xponance, Inc. | 36,373 | $1.84M | 0.02% | +2,221+6.5% | Added |
| Utah Retirement Systems | 36,100 | $1.82M | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 35,889 | $1.81M | 0.04% | −29,126−44.8% | Reduced |
| Amica Mutual Insurance Co | 35,249 | $1.78M | 0.18% | 00.0% | Unchanged |
| Park Circle Co | 34,765 | $1.76M | 1.60% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.80% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 32,074 | $1.62M | 0.95% | −6,000−15.8% | Reduced |
| SG Americas Securities, LLC | 31,592 | $1.59M | 0.01% | −3,865−10.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 31,395 | $1.58M | 0.25% | +23,567+301.1% | Added |
| Aster Capital Management (DIFC) Ltd | 30,687 | $1.55M | 0.59% | +30,558+23,688.4% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.45M | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 28,409 | $1.43M | 0.15% | −1,914−6.3% | Reduced |
| The PNC Financial Services Group, Inc. | 28,393 | $1.43M | 0.00% | −200−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,257 | $1.43M | 0.01% | +8,326+41.8% | Added |
| Nissay Asset Management Corp | 28,026 | $1.43M | 0.01% | −296−1.0% | Reduced |
| D.A. Davidson & Co. | 28,072 | $1.42M | 0.01% | +750+2.7% | Added |
| Nomura Holdings Inc | 28,002 | $1.41M | 0.01% | +28,002 | New |
| Voya Investment Management LLC | 26,623 | $1.34M | 0.00% | −1,839−6.5% | Reduced |
| Jeppson Wealth Management, LLC | 26,619 | $1.34M | 0.49% | −720−2.6% | Reduced |
| Wolverine Trading, LLC | 26,341 | $1.33M | 0.03% | +26,341 | New |
| MML Investors Services, LLC | 26,097 | $1.32M | 0.00% | +9,012+52.7% | Added |
| Waterfront Wealth Inc. | 26,065 | $1.32M | 0.32% | −200−0.8% | Reduced |
| Blair William & Co | 25,880 | $1.31M | 0.00% | −18,552−41.8% | Reduced |
| Hoertkorn Richard Charles | 25,000 | $1.26M | 0.52% | −100−0.4% | Reduced |
| Susquehanna International Group, LLP | 24,901 | $1.26M | 0.00% | −5,283−17.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,853 | $1.25M | 0.01% | +7,539+43.5% | Added |
| New York Life Investment Management LLC | 24,262 | $1.22M | 0.01% | −1,165−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,111 | $1.22M | 0.00% | −635−2.6% | Reduced |
| State of Alaska, Department of Revenue | 24,060 | $1.21M | 0.01% | −365−1.5% | Reduced |
| Schroder Investment Management Group | 23,127 | $1.17M | 0.00% | +1,257+5.7% | Added |
| Benjamin Edwards Inc | 23,072 | $1.16M | 0.02% | +5,061+28.1% | Added |
| Franklin Resources Inc | 23,004 | $1.16M | 0.00% | −5,206−18.5% | Reduced |
| Riverwater Partners LLC | 22,706 | $1.15M | 0.56% | +575+2.6% | Added |
| QRG Capital Management, Inc. | 22,359 | $1.13M | 0.01% | −2,086−8.5% | Reduced |
| JustInvest LLC | 21,538 | $1.09M | 0.02% | +3,957+22.5% | Added |
| AMG National Trust Bank | 20,911 | $1.06M | 0.03% | −38,337−64.7% | Reduced |
| Atria Investments LLC | 20,923 | $1.06M | 0.01% | +1,062+5.3% | Added |
| Arkadios Wealth Advisors | 20,146 | $1.02M | 0.06% | +20,146 | New |
| Public Employees Retirement Association of Colorado | 20,098 | $1.01M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 19,841 | $1.01M | 0.01% | +2,363+13.5% | Added |
| Apollon Wealth Management, LLC | 19,261 | $972.5K | 0.02% | −3,716−16.2% | Reduced |
| Nordea Investment Management AB | 19,050 | $967.0K | 0.00% | +124+0.7% | Added |
| EntryPoint Capital, LLC | 19,059 | $962.3K | 0.40% | +5,705+42.7% | Added |
| Clearstead Advisors, LLC | 18,092 | $913.5K | 0.01% | −312−1.7% | Reduced |
| O'Rourke & Company, Inc | 17,990 | $908.3K | 0.44% | +266+1.5% | Added |
| Daiwa Securities Group Inc. | 17,873 | $902.0K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 17,832 | $900.3K | 0.12% | +17,832 | New |
| Federated Hermes, Inc. | 17,680 | $892.7K | 0.00% | −3,794−17.7% | Reduced |
| TD Waterhouse Canada Inc. | 17,621 | $889.7K | 0.01% | −4,715−21.1% | Reduced |
| Aviva PLC | 17,408 | $878.9K | 0.00% | +227+1.3% | Added |
| Kestra Private Wealth Services, LLC | 17,364 | $876.7K | 0.01% | −1,863−9.7% | Reduced |
| Mercer Global Advisors Inc | 17,306 | $873.8K | 0.00% | −9,310−35.0% | Reduced |
| Gulf International Bank (UK) Ltd | 17,248 | $870.0K | 0.02% | 00.0% | Unchanged |
| Tredje AP-fonden | 17,018 | $859.2K | 0.01% | −17,017−50.0% | Reduced |
| Avanza Fonder AB | 16,389 | $827.5K | 0.02% | +16,389 | New |
| Elo Mutual Pension Insurance Co | 16,182 | $817.0K | 0.02% | −4,596−22.1% | Reduced |
| Arete Wealth Advisors, LLC | 15,988 | $807.0K | 0.06% | +4,619+40.6% | Added |
| Jain Global LLC | 15,975 | $806.6K | 0.02% | +15,975 | New |
| Securian Asset Management, Inc | 15,953 | $805.5K | 0.02% | −397−2.4% | Reduced |
| Prudential Financial Inc | 15,936 | $804.1K | 0.00% | −1,765−10.0% | Reduced |
| Swedbank AB | 15,826 | $799.1K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 15,735 | $794.5K | 0.40% | +717+4.8% | Added |
| Baldwin Brothers Inc | 15,720 | $793.7K | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,621 | $788.7K | 0.01% | +912+6.2% | Added |
| Janus Henderson Group PLC | 15,394 | $777.4K | 0.00% | −3,600−19.0% | Reduced |
| SMH Capital Advisors Inc | 15,104 | $762.6K | 1.84% | −848−5.3% | Reduced |
| Thoroughbred Financial Services, LLC | 15,097 | $762.0K | 0.05% | +42+0.3% | Added |
| Garrison Bradford & Associates Inc | 15,080 | $761.0K | 0.80% | −988−6.1% | Reduced |
| Carson Advisory Inc. | 15,026 | $758.6K | 0.53% | −197−1.3% | Reduced |
| Swiss Life Asset Management Ltd | 15,023 | $757.3K | 0.01% | +9,499+172.0% | Added |
| Bridgewater Associates, LP | 14,308 | $722.4K | 0.00% | +14,308 | New |
| First Manhattan Co | 14,075 | $710.6K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 14,063 | $710.0K | 0.00% | −15,166−51.9% | Reduced |
| Zhang Financial LLC | 13,833 | $698.4K | 0.04% | +1,035+8.1% | Added |
| United Services Automobile Association | 13,744 | $693.9K | 0.02% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 13,719 | $692.7K | 0.01% | +4,113+42.8% | Added |
| Capital Management Associates | 13,659 | $689.6K | 0.81% | −2,865−17.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,600 | $686.7K | 0.01% | +13,600 | New |
| CIBC Asset Management Inc | 13,474 | $680.3K | 0.00% | +1,291+10.6% | Added |
| Stablepoint Partners, LLC | 13,377 | $675.4K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 13,340 | $673.5K | 0.00% | +553+4.3% | Added |
| Illinois Municipal Retirement Fund | 13,317 | $672.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 13,295 | $671.3K | 0.28% | +13,295 | New |
| Tower Research Capital LLC (TRC) | 13,105 | $661.7K | 0.01% | −8,352−38.9% | Reduced |
| Segall Bryant & Hamill, LLC | 13,000 | $656.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,993 | $656.0K | 0.05% | +541+4.3% | Added |
| Sterling Capital Management LLC | 12,976 | $655.2K | 0.01% | +4,586+54.7% | Added |
| Promethium Advisors,llc | 12,915 | $652.1K | 0.45% | −250−1.9% | Reduced |
| FFT Wealth Management LLC | 12,887 | $650.7K | 0.05% | +863+7.2% | Added |