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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 12,818 | $647.2K | 0.01% | +7,070+123.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,592 | $635.8K | 0.00% | +4,132+48.8% | Added |
| Maryland State Retirement & Pension System | 12,516 | $631.9K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,411 | $626.6K | 0.07% | −12,200−49.6% | Reduced |
| M&G Plc | 12,500 | $625.0K | 0.00% | +12,500 | New |
| National Asset Management, Inc. | 12,332 | $622.6K | 0.02% | −532−4.1% | Reduced |
| Journey Strategic Wealth LLC | 12,328 | $622.4K | 0.02% | +481+4.1% | Added |
| Stiles Financial Services Inc | 12,081 | $609.9K | 0.22% | −132−1.1% | Reduced |
| TBH Global Asset Management, LLC | 11,773 | $594.4K | 0.14% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 11,765 | $594.0K | 0.44% | +11,765 | New |
| Impact Partnership Wealth, LLC | 11,675 | $589.5K | 0.12% | +11,675 | New |
| Edgestream Partners, L.P. | 11,568 | $584.1K | 0.02% | −86,936−88.3% | Reduced |
| Macquarie Group Ltd | 11,544 | $582.9K | 0.00% | +922+8.7% | Added |
| HB Wealth Management, LLC | 11,380 | $574.6K | 0.01% | +3,088+37.2% | Added |
| Carret Asset Management, LLC | 11,290 | $570.0K | 0.06% | −600−5.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,288 | $569.9K | 0.02% | +722+6.8% | Added |
| Tritonpoint Wealth, LLC | 11,180 | $564.5K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 11,148 | $562.8K | 0.08% | −96−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,955 | $553.1K | 0.00% | −32,877−75.0% | Reduced |
| Fort Sheridan Advisors LLC | 10,800 | $545.3K | 0.08% | 00.0% | Unchanged |
| AXA S.A. | 10,718 | $541.2K | 0.00% | +10,718 | New |
| Pathstone Holdings, LLC | 10,579 | $534.1K | 0.00% | +900+9.3% | Added |
| CIBC World Markets Corp | 10,483 | $529.3K | 0.00% | −3,148−23.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,259 | $518.0K | 0.25% | −641−5.9% | Reduced |
| Marshall Wace, LLP | 10,062 | $508.0K | 0.00% | −1,363,105−99.3% | Reduced |
| ProShare Advisors LLC | 9,878 | $498.7K | 0.00% | +712+7.8% | Added |
| Moneta Group Investment Advisors LLC | 9,828 | $496.2K | 0.01% | +1,751+21.7% | Added |
| Verition Fund Management LLC | 9,806 | $495.1K | 0.00% | +2,477+33.8% | Added |
| Belpointe Asset Management LLC | 12,230 | $490.8K | 0.03% | +12,230 | New |
| Fortis Capital Advisors, LLC | 12,230 | $490.8K | 0.17% | +12,230 | New |
| 1832 Asset Management L.P. | 9,705 | $490.0K | 0.00% | +9,705 | New |
| Bearing Point Capital, LLC | 9,570 | $483.2K | 0.10% | +9,570 | New |
| Storebrand Asset Management AS | 9,399 | $474.6K | 0.00% | +5,418+136.1% | Added |
| Davenport & Co LLC | 9,366 | $472.9K | 0.00% | +1,272+15.7% | Added |
| GWM Advisors LLC | 9,278 | $468.4K | 0.00% | +4,327+87.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,104 | $459.7K | 0.02% | +450+5.2% | Added |
| Fiduciary Group LLC | 8,800 | $444.3K | 0.04% | +300+3.5% | Added |
| Hamilton Capital Partners Inc. | 8,782 | $443.4K | 0.03% | +3,182+56.8% | Added |
| Wellington Management Group LLP | 8,664 | $437.4K | 0.00% | +344+4.1% | Added |
| E&G Advisors, LP | 8,600 | $434.2K | 0.12% | −100−1.1% | Reduced |
| Brinker Capital Investments, LLC | 8,416 | $424.9K | 0.00% | +8,416 | New |
| Orion Portfolio Solutions, LLC | 8,416 | $424.9K | 0.00% | +8,416 | New |
| Glenview Trust Co | 8,391 | $423.7K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,288 | $418.0K | 0.00% | +1,521+22.5% | Added |
| PFG Investments, LLC | 8,271 | $417.6K | 0.03% | −1,343−14.0% | Reduced |
| Triad Wealth Partners, LLC | 8,265 | $417.3K | 0.15% | +8,265 | New |
| Segment Wealth Management, LLC | 8,200 | $414.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,153 | $411.6K | 0.02% | −400−4.7% | Reduced |
| NewEdge Wealth, LLC | 8,059 | $406.9K | 0.01% | +52+0.6% | Added |
| Principle Wealth Partners LLC | 8,031 | $405.5K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,984 | $403.1K | 0.04% | −1,144−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,980 | $402.9K | 0.00% | +2,511+45.9% | Added |
| Shelton Capital Management | 7,936 | $400.7K | 0.01% | −718−8.3% | Reduced |
| Verdence Capital Advisors LLC | 7,836 | $395.7K | 0.03% | +17+0.2% | Added |
| Everence Capital Management Inc | 7,720 | $390.0K | 0.03% | +7,720 | New |
| Triangle Securities Wealth Management | 7,615 | $384.5K | 0.10% | −730−8.7% | Reduced |
| EdgeRock Capital LLC | 7,506 | $379.0K | 0.25% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,361 | $371.7K | 0.11% | +7,361 | New |
| Credit Agricole S A | 7,340 | $370.6K | 0.00% | +2,170+42.0% | Added |
| Visionary Wealth Advisors | 7,153 | $361.2K | 0.02% | −298−4.0% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $356.3K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,034 | $355.2K | 0.00% | +54+0.8% | Added |
| SlateStone Wealth, LLC | 7,029 | $355.0K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,015 | $354.2K | 0.01% | +7,015 | New |
| Everhart Financial Group, Inc. | 6,969 | $351.9K | 0.07% | +881+14.5% | Added |
| DMG Group, LLC | 6,932 | $350.0K | 0.28% | +283+4.3% | Added |
| Fayez Sarofim & Co | 6,849 | $345.8K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 6,691 | $337.8K | 0.01% | +6,691 | New |
| Enterprise Financial Services Corp | 6,677 | $337.1K | 0.19% | −53−0.8% | Reduced |
| Jane Street Group, LLC | 6,640 | $335.3K | 0.00% | −89,817−93.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,563 | $331.4K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,540 | $330.2K | 0.01% | +6,540 | New |
| Sterneck Capital Management, LLC | 6,469 | $326.6K | 0.18% | −950−12.8% | Reduced |
| Investment Management Corp of Ontario | 6,409 | $323.6K | 0.01% | −1,300−16.9% | Reduced |
| Fieldview Capital Management, LLC | 6,321 | $319.1K | 0.05% | +6,321 | New |
| BFSG, LLC | 6,312 | $318.7K | 0.04% | −450−6.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,150 | $310.5K | 0.00% | 00.0% | Unchanged |
| Covenant Partners, LLC | 6,129 | $309.5K | 0.10% | +6,129 | New |
| Lake Street Advisors Group, LLC | 6,112 | $308.6K | 0.01% | −1,147−15.8% | Reduced |
| M&T Bank Corp | 6,103 | $308.1K | 0.00% | +928+17.9% | Added |
| Spirit of America Management Corp | 6,050 | $305.5K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,000 | $302.9K | 0.01% | −653−9.8% | Reduced |
| Stonegate Investment Group, LLC | 6,000 | $302.9K | 0.01% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 5,950 | $300.4K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,849 | $295.5K | 0.00% | −2,935−33.4% | Reduced |
| Private Advisor Group, LLC | 5,781 | $291.9K | 0.00% | −2,932−33.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,700 | $288.0K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,671 | $286.3K | 0.00% | −5,788−50.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,621 | $283.8K | 0.02% | −5−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,555 | $280.5K | 0.00% | +66+1.2% | Added |
| AQR Capital Management LLC | 5,526 | $279.0K | 0.00% | +5,526 | New |
| Advisor OS, LLC | 5,519 | $278.6K | 0.03% | +5,519 | New |
| Harbor Investment Advisory, LLC | 5,500 | $277.7K | 0.03% | −500−8.3% | Reduced |
| GAMMA Investing LLC | 5,463 | $275.8K | 0.02% | +509+10.3% | Added |
| J.W. Cole Advisors, Inc. | 5,439 | $274.6K | 0.01% | +5,439 | New |
| Cary Street Partners Financial LLC | 5,374 | $271.3K | 0.01% | +5,374 | New |
| American Trust | 5,320 | $268.6K | 0.02% | +340+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,318 | $268.5K | 0.00% | −1,225−18.7% | Reduced |
| Fort Point Capital Partners LLC | 5,225 | $263.8K | 0.03% | −395−7.0% | Reduced |
| Toroso Investments, LLC | 5,219 | $263.5K | 0.00% | +306+6.2% | Added |