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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 5,144 | $259.7K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,124 | $258.7K | 0.01% | +110+2.2% | Added |
| KRS Capital Management, LLC | 5,120 | $258.5K | 0.18% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,117 | $258.4K | 0.06% | +26+0.5% | Added |
| YHB Investment Advisors, Inc. | 5,065 | $255.7K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 5,041 | $254.5K | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,033 | $254.1K | 0.16% | +5,033 | New |
| Carnegie Lake Advisors LLC | 5,015 | $253.0K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,972 | $251.0K | 0.01% | −706−12.4% | Reduced |
| Vident Advisory, LLC | 4,958 | $250.3K | 0.00% | −528−9.6% | Reduced |
| Spire Wealth Management | 4,937 | $249.3K | 0.01% | −4−0.1% | Reduced |
| Umb Bank N A | 4,868 | $245.8K | 0.00% | −128−2.6% | Reduced |
| Daymark Wealth Partners, LLC | 4,842 | $244.5K | 0.01% | −75−1.5% | Reduced |
| Dynamic Advisor Solutions LLC | 4,833 | $244.0K | 0.01% | −581−10.7% | Reduced |
| Farringdon Capital, Ltd. | 4,827 | $243.7K | 0.10% | +4,827 | New |
| Rafferty Asset Management, LLC | 4,820 | $243.4K | 0.00% | −28−0.6% | Reduced |
| David R. Rahn & Associates Inc. | 4,778 | $241.2K | 0.08% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,696 | $237.1K | 0.19% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,648 | $234.7K | 0.04% | +4,648 | New |
| Tranquility Partners, LLC | 4,628 | $233.7K | 0.09% | −210−4.3% | Reduced |
| Vestcor Inc | 4,564 | $230.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,533 | $229.0K | 0.00% | −896−16.5% | Reduced |
| Herold Advisors, Inc. | 4,500 | $227.2K | 0.05% | +4,500 | New |
| Allspring Global Investments Holdings, LLC | 4,428 | $224.6K | 0.00% | −57−1.3% | Reduced |
| Cornerstone Select Advisors, LLC | 4,415 | $222.9K | 0.21% | +4,415 | New |
| UniSuper Management Pty Ltd | 4,400 | $222.2K | 0.00% | −1,900−30.2% | Reduced |
| Wedmont Private Capital | 4,391 | $221.0K | 0.01% | +4,391 | New |
| MJP Associates Inc | 4,373 | $220.8K | 0.04% | +4,373 | New |
| Trust Point Inc. | 4,274 | $215.8K | 0.01% | +4,274 | New |
| Colony Group, LLC | 4,265 | $215.3K | 0.00% | +4,265 | New |
| CWM, LLC | 4,263 | $215.0K | 0.00% | +396+10.2% | Added |
| Pictet & Cie (Europe) SA | 4,250 | $214.6K | 0.00% | +4,250 | New |
| Amica Retiree Medical Trust | 4,171 | $211.0K | 0.20% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $202.4K | 0.04% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 4,000 | $202.0K | 0.11% | +4,000 | New |
| Harvest Fund Management Co., Ltd | 3,984 | $201.0K | 0.01% | +3,984 | New |
| Quest Partners LLC | 3,916 | $197.7K | 0.03% | −15,226−79.5% | Reduced |
| Paradigm Asset Management Co LLC | 3,800 | $191.9K | 0.05% | +3,800 | New |
| Western Pacific Wealth Management, LP | 3,613 | $182.4K | 0.15% | +329+10.0% | Added |
| Leonteq Securities AG | 3,441 | $176.7K | 0.02% | −255−6.9% | Reduced |
| Ossiam | 3,418 | $172.6K | 0.00% | −21,975−86.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,201 | $161.7K | 0.04% | +3,201 | New |
| Optiver Holding B.V. | 2,935 | $148.2K | 0.00% | +488+19.9% | Added |
| Ramirez Asset Management, Inc. | 2,800 | $141.4K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,569 | $129.7K | 0.00% | +2,469+2,469.0% | Added |
| Barrett & Company, Inc. | 2,550 | $128.8K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,542 | $126.3K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,315 | $116.9K | 0.04% | +570+32.7% | Added |
| Larson Financial Group LLC | 2,274 | $114.8K | 0.01% | +119+5.5% | Added |
| Tower View Investment Management & Research LLC | 2,198 | $111.0K | 0.06% | +12+0.5% | Added |
| Sunbelt Securities, Inc. | 2,000 | $101.0K | 0.01% | +1,000+100.0% | Added |
| Concord Wealth Partners | 2,000 | $101.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,920 | $96.9K | 0.00% | +1,920 | New |
| CIBC Private Wealth Group, LLC | 1,850 | $96.8K | 0.00% | −9−0.5% | Reduced |
| R Squared Ltd | 1,780 | $89.9K | 0.09% | +1,780 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $85.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,546 | $78.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,508 | $76.1K | 0.01% | −63−4.0% | Reduced |
| Quarry LP | 1,408 | $71.1K | 0.01% | +1,408 | New |
| Principal Securities, Inc. | 1,403 | $70.8K | 0.00% | +495+54.5% | Added |
| Gold Investment Management Ltd. | 1,382 | $69.8K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,227 | $69.5K | 0.00% | +235+23.7% | Added |
| IFP Advisors, Inc | 1,329 | $67.1K | 0.00% | +424+46.9% | Added |
| BOK Financial Private Wealth, Inc. | 1,300 | $65.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,240 | $62.6K | 0.00% | −10−0.8% | Reduced |
| Smartleaf Asset Management LLC | 1,229 | $62.1K | 0.01% | +296+31.7% | Added |
| Compass Wealth Management LLC | 1,215 | $61.3K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,135 | $57.1K | 0.05% | +1,135 | New |
| Hexagon Capital Partners LLC | 1,079 | $54.5K | 0.01% | +76+7.6% | Added |
| EverSource Wealth Advisors, LLC | 1,063 | $53.7K | 0.00% | +671+171.2% | Added |
| Johnson Financial Group, Inc. | 951 | $53.4K | 0.00% | +951 | New |
| Bartlett & Co. Wealth Management LLC | 1,001 | $50.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $50.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 962 | $48.6K | 0.00% | +337+53.9% | Added |
| Oarsman Capital, Inc. | 916 | $46.2K | 0.01% | +609+198.4% | Added |
| Bryn Mawr Trust Co | 901 | $45.5K | 0.00% | +890+8,090.9% | Added |
| Global Retirement Partners, LLC | 900 | $45.4K | 0.00% | +41+4.8% | Added |
| CVA Family Office, LLC | 865 | $43.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 846 | $42.7K | 0.00% | +846 | New |
| Skopos Labs, Inc. | 826 | $41.7K | 0.01% | +50+6.4% | Added |
| WR Wealth Planners, LLC | 705 | $35.6K | 0.01% | +143+25.4% | Added |
| Quadrant Capital Group LLC | 673 | $34.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 633 | $32.0K | 0.00% | +633 | New |
| Clark Wealth Partners | 595 | $30.0K | 0.02% | +595 | New |
| Global X Japan Co., Ltd. | 569 | $28.7K | 0.00% | +53+10.3% | Added |
| Main Street Group, LTD | 568 | $28.7K | 0.01% | +568 | New |
| Nisa Investment Advisors, LLC | 565 | $28.5K | 0.00% | +405+253.1% | Added |
| AdvisorNet Financial, Inc | 543 | $27.4K | 0.00% | +6+1.1% | Added |
| Valley National Advisers Inc | 546 | $27.0K | 0.00% | +327+149.3% | Added |
| Cornerstone Planning Group LLC | 468 | $26.1K | 0.01% | +73+18.5% | Added |
| Federation des caisses Desjardins du Quebec | 501 | $25.3K | 0.00% | −769−60.6% | Reduced |
| Golden State Wealth Management, LLC | 500 | $25.2K | 0.00% | +500 | New |
| National Pension Service | 497 | $25.1K | 0.00% | +497 | New |
| Farther Finance Advisors, LLC | 448 | $22.6K | 0.00% | −81−15.3% | Reduced |
| TD Private Client Wealth LLC | 446 | $22.5K | 0.00% | +201+82.0% | Added |
| Acadian Asset Management LLC | 455 | $22.0K | 0.00% | −298−39.6% | Reduced |
| Castleview Partners, LLC | 432 | $21.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 390 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 391 | $19.7K | 0.00% | +136+53.3% | Added |
| Caitong International Asset Management Co., Ltd | 375 | $18.9K | 0.02% | +375 | New |