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, Q1 2025
Institutional positions in Carlyle Group Inc. as of Mar 31, 2025. 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
- 527
- −28 vs. Q4 2024
- Shares held
- 226.2M
- +11.2M (+5.2%) vs. Q4 2024
- Total value
- $9.85B
- −$1.01B (−9.3%) vs. Q4 2024
- New holders
- 55
- 222 more added
- Sold out
- 83
- 162 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,261,523 | $1.28B | 0.03% | +5,248,003+21.9% | Added |
| Vanguard Group Inc | 24,292,937 | $1.06B | 0.02% | +1,131,514+4.9% | Added |
| Capital World Investors | 17,718,231 | $772.3M | 0.13% | −2,060,127−10.4% | Reduced |
| William Blair Investment Management, LLC | 12,171,478 | $530.6M | 1.49% | −1,078,463−8.1% | Reduced |
| Morgan Stanley | 9,961,726 | $434.2M | 0.03% | −1,382,526−12.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,787,043 | $383.0M | 0.64% | +5,600,300+175.7% | Added |
| State Street Corp | 7,843,197 | $341.9M | 0.01% | +57,504+0.7% | Added |
| Boston Partners | 6,924,066 | $301.7M | 0.36% | −178,019−2.5% | Reduced |
| Millennium Management LLC | 6,891,525 | $300.4M | 0.29% | +5,398,358+361.5% | Added |
| Massachusetts Financial Services Co | 6,827,559 | $297.6M | 0.10% | +476,127+7.5% | Added |
| Alkeon Capital Management LLC | 5,241,316 | $228.5M | 1.35% | −3,139−0.1% | Reduced |
| Vulcan Value Partners, LLC | 5,180,438 | $225.9M | 4.24% | −153,158−2.9% | Reduced |
| Ariel Investments, LLC | 4,839,213 | $210.9M | 2.48% | −71,523−1.5% | Reduced |
| UBS Group AG | 4,769,956 | $207.9M | 0.05% | +1,568,523+49.0% | Added |
| Geode Capital Management, LLC | 4,056,410 | $176.4M | 0.01% | +167,888+4.3% | Added |
| Legal & General Group Plc | 3,118,873 | $136.0M | 0.04% | −238,044−7.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,853,199 | $124.4M | 0.72% | +12,127+0.4% | Added |
| Ameriprise Financial Inc | 2,722,737 | $118.7M | 0.03% | +485,488+21.7% | Added |
| Frontier Capital Management Co LLC | 2,633,914 | $114.8M | 1.26% | +177,951+7.2% | Added |
| FMR LLC | 2,584,781 | $112.7M | 0.01% | +28,349+1.1% | Added |
| Dimensional Fund Advisors LP | 2,365,374 | $103.1M | 0.03% | +104,869+4.6% | Added |
| Bank of New York Mellon Corp | 2,276,666 | $99.2M | 0.02% | −73,572−3.1% | Reduced |
| Northern Trust Corp | 2,195,250 | $95.7M | 0.01% | −9,931−0.5% | Reduced |
| Capital International Investors | 2,059,785 | $89.8M | 0.02% | +6,321+0.3% | Added |
| UBS Asset Management Americas Inc | 1,604,610 | $69.9M | 0.02% | +441,276+37.9% | Added |
| Bamco Inc | 1,587,053 | $69.2M | 0.20% | −280,200−15.0% | Reduced |
| Bank of America Corp | 1,514,720 | $66.0M | 0.01% | +750,326+98.2% | Added |
| Davis Asset Management, L.P. | 1,500,000 | $65.4M | 2.72% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,491,522 | $65.0M | 0.02% | −167,891−10.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,427,171 | $62.2M | 0.01% | +20,970+1.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $57.8M | 0.51% | 00.0% | Unchanged |
| Amundi | 1,444,156 | $55.9M | 0.02% | −920,075−38.9% | Reduced |
| Goldman Sachs Group Inc | 1,144,974 | $49.9M | 0.01% | +332,533+40.9% | Added |
| JPMorgan Chase & Co | 1,046,577 | $45.6M | 0.00% | +67,166+6.9% | Added |
| Russell Investments Group, Ltd. | 1,026,231 | $44.7M | 0.06% | −65,692−6.0% | Reduced |
| Norges Bank | 959,179 | $41.8M | 0.01% | +77,173+8.7% | Added |
| Private Management Group Inc | 882,459 | $38.5M | 1.37% | +184,509+26.4% | Added |
| LGT Capital Partners Ltd. | 817,000 | $35.6M | 1.58% | +76,000+10.3% | Added |
| Citadel Advisors LLC | 804,369 | $35.1M | 0.03% | +99,832+14.2% | Added |
| Invesco Ltd. | 742,934 | $32.4M | 0.01% | +92,199+14.2% | Added |
| Franklin Street Advisors Inc | 692,173 | $30.2M | 2.13% | +342,189+97.8% | Added |
| Argent Capital Management LLC | 687,653 | $30.0M | 0.92% | −1,307,456−65.5% | Reduced |
| Polaris Capital Management, LLC | 653,900 | $28.5M | 1.63% | −91,100−12.2% | Reduced |
| Citigroup Inc | 623,440 | $27.2M | 0.02% | +516,761+484.4% | Added |
| Rhumbline Advisers | 603,895 | $26.3M | 0.02% | −1,947−0.3% | Reduced |
| Envestnet Asset Management Inc | 557,575 | $24.3M | 0.01% | +70,156+14.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 489,055 | $21.3M | 0.02% | −20,483−4.0% | Reduced |
| Principal Financial Group Inc | 485,841 | $21.2M | 0.01% | +1,674+0.3% | Added |
| Rockefeller Capital Management L.P. | 484,088 | $21.1M | 0.05% | −9,269−1.9% | Reduced |
| Nuveen, LLC | 477,020 | $20.8M | 0.01% | +477,020 | New |
| Sirios Capital Management L P | 467,464 | $20.4M | 3.64% | +40,700+9.5% | Added |
| Holocene Advisors, LP | 465,072 | $20.3M | 0.06% | +274,263+143.7% | Added |
| Deprince Race & Zollo Inc | 460,887 | $20.1M | 0.42% | +58,505+14.5% | Added |
| Barclays PLC | 451,348 | $19.7M | 0.01% | +5,590+1.3% | Added |
| Assetmark, Inc | 450,651 | $19.6M | 0.05% | −3,616−0.8% | Reduced |
| Algebris (UK) Ltd | 482,022 | $19.5M | 3.54% | +228,666+90.3% | Added |
| Wells Fargo & Company | 412,144 | $18.0M | 0.00% | +41,952+11.3% | Added |
| Assenagon Asset Management S.A. | 386,195 | $16.8M | 0.03% | +148,670+62.6% | Added |
| Thrivent Financial for Lutherans | 379,264 | $16.5M | 0.04% | −11,866−3.0% | Reduced |
| Alliancebernstein L.P. | 367,224 | $16.0M | 0.01% | −36,135−9.0% | Reduced |
| California Public Employees Retirement System | 337,400 | $14.7M | 0.01% | −8,373−2.4% | Reduced |
| Royal Bank of Canada | 326,222 | $14.2M | 0.00% | −42,153−11.4% | Reduced |
| DnB Asset Management AS | 323,428 | $14.1M | 0.06% | +6,105+1.9% | Added |
| Partners Group Holding AG | 306,496 | $13.4M | 0.56% | −34,027−10.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 306,361 | $13.4M | 2.17% | +306,361 | New |
| Brown Advisory Inc | 303,805 | $13.2M | 0.02% | −578,371−65.6% | Reduced |
| Deutsche Bank AG | 302,985 | $13.2M | 0.01% | −738,831−70.9% | Reduced |
| Sargent Investment Group, LLC | 300,050 | $13.1M | 2.09% | −2,335−0.8% | Reduced |
| California State Teachers Retirement System | 297,984 | $13.0M | 0.02% | +2,453+0.8% | Added |
| Oppenheimer & Co Inc | 289,913 | $12.6M | 0.19% | −37,956−11.6% | Reduced |
| Great West Life Assurance Co | 271,954 | $11.9M | 0.02% | +1,395+0.5% | Added |
| Victory Capital Management Inc | 260,941 | $11.4M | 0.01% | +185,521+246.0% | Added |
| Retirement Systems of Alabama | 256,850 | $11.2M | 0.04% | +253+0.1% | Added |
| Manufacturers Life Insurance Company, The | 254,041 | $11.1M | 0.01% | −5,030−1.9% | Reduced |
| Comerica Bank | 248,534 | $10.8M | 0.05% | +48,655+24.3% | Added |
| CSM Advisors, LLC | 247,855 | $10.8M | 0.59% | +247,855 | New |
| SG Americas Securities, LLC | 247,836 | $10.8M | 0.04% | +216,244+684.5% | Added |
| Corebridge Financial, Inc. | 233,146 | $10.2M | 0.06% | −5,697−2.4% | Reduced |
| Lazard Asset Management LLC | 222,237 | $9.69M | 0.01% | −9,361−4.0% | Reduced |
| Kames Capital plc | 221,411 | $9.65M | 0.14% | −157,653−41.6% | Reduced |
| Brandywine Global Investment Management, LLC | 218,192 | $9.51M | 0.07% | +218,192 | New |
| Bank of Montreal | 215,148 | $9.38M | 0.01% | −1,482−0.7% | Reduced |
| MetLife Investment Management | 213,879 | $9.32M | 0.05% | +94,780+79.6% | Added |
| Sit Investment Associates Inc | 207,245 | $9.03M | 0.21% | +13,325+6.9% | Added |
| Edmond de Rothschild Holding S.A. | 192,657 | $8.40M | 0.15% | +8,913+4.9% | Added |
| Stifel Financial Corp | 189,982 | $8.28M | 0.01% | +7,563+4.1% | Added |
| National Bank of Canada | 189,791 | $8.27M | 0.01% | −1,128,975−85.6% | Reduced |
| SOL Capital Management CO | 178,485 | $7.78M | 0.86% | +23,521+15.2% | Added |
| Wesbanco Bank Inc | 177,891 | $7.75M | 0.27% | +37,659+26.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,852 | $7.71M | 0.01% | +148+0.1% | Added |
| Channing Capital Management, LLC | 176,413 | $7.69M | 0.23% | −39,557−18.3% | Reduced |
| LPL Financial LLC | 173,645 | $7.57M | 0.00% | +8,425+5.1% | Added |
| Van Eck Associates Corp | 162,361 | $7.08M | 0.01% | +69,240+74.4% | Added |
| Gator Capital Management, LLC | 162,135 | $7.07M | 2.70% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 160,895 | $7.01M | 0.01% | −12,600−7.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 158,494 | $6.90M | 0.03% | +300+0.2% | Added |
| Price T Rowe Associates Inc | 148,302 | $6.47M | 0.00% | +12,117+8.9% | Added |
| State Board of Administration of Florida Retirement System | 148,258 | $6.46M | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 142,437 | $6.21M | 0.01% | +142,437 | New |
| Lighthouse Investment Partners, LLC | 142,171 | $6.20M | 0.28% | +142,171 | New |