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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

Q1 2025 vs. Q4 2024

How the institutions holding Carlyle Group Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of CG: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders56510527−28
Shares215.7M652.5K226.2M+11.2M (+5.2%)
Value$10.9B$32.9M$9.85B−$1.01B (−9.3%)

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Carlyle Group Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CG in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC477,020$20.8M0.01%
Allen Mooney & Barnes Investment Advisors LLC306,361$13.4M2.17%
CSM Advisors, LLC247,855$10.8M0.59%
Brandywine Global Investment Management, LLC218,192$9.51M0.07%
Universal- Beteiligungs- und Servicegesellschaft mbH142,437$6.21M0.01%
Lighthouse Investment Partners, LLC142,171$6.20M0.28%
Great Lakes Advisors, LLC132,108$5.76M0.05%
Teacher Retirement System of Texas33,981$1.48M0.01%
Dark Forest Capital Management LP32,188$1.40M0.06%
STRS Ohio28,980$1.26M0.01%
OP Asset Management Ltd25,738$1.12M0.02%
Staley Capital Advisers Inc18,650$813.0K0.04%
U S Global Investors Inc17,000$741.0K0.10%
HRT Financial LP14,598$636.0K0.00%
ASR Vermogensbeheer N.V.13,225$576.5K0.01%
44 Wealth Management LLC11,520$502.2K0.19%
Greenwood Capital Associates LLC10,223$445.6K0.06%
Axq Capital, LP9,417$410.5K0.16%
Stamos Capital Partners, L.P.9,089$396.2K0.10%
TownSquare Capital, LLC8,357$364.3K0.00%
Sowell Financial Services LLC7,628$332.5K0.02%
CenterStar Asset Management, LLC6,843$298.4K0.43%
Rakuten Investment Management, Inc.6,415$276.8K0.00%
Blue Rock Wealth Management LLC6,000$261.5K0.22%
Prentice Wealth Management LLC5,820$253.7K0.07%
Warren Averett Asset Management, LLC5,171$225.4K0.00%
Teza Capital Management LLC4,620$201.4K0.09%
Old Point Trust & Financial Services N A3,000$130.8K0.05%
North Capital, Inc.2,843$123.9K0.12%
Stelac Advisory Services LLC2,578$112.4K0.05%
Siemens Fonds Invest GmbH2,514$109.6K0.01%
Coldstream Capital Management Inc2,308$100.6K0.00%
Optimum Investment Advisors2,200$95.9K0.05%
SRS Capital Advisors, Inc.600$26.2K0.00%
Rise Advisors, LLC439$19.1K0.01%
Wayfinding Financial, LLC342$14.0K0.01%
Proathlete Wealth Management LLC297$12.9K0.00%
Kestra Investment Management, LLC290$12.6K0.00%
Binnacle Investments Inc204$8.89K0.01%
Marshall & Sterling Wealth Advisors Inc.117$5.10K0.00%
Vision Financial Markets LLC101$4.39K0.00%
Saudi Central Bank91$3.97K0.02%
Beacon Capital Management, LLC91$3.97K0.00%
Hantz Financial Services, Inc.64$3.00K0.00%
South State Corp.66$2.88K0.00%
S&T Bank63$2.75K0.00%
Hughes Financial Services, LLC48$2.13K0.00%
Rialto Wealth Management, LLC46$2.01K0.00%
Boston Private Wealth LLC30$1.31K0.00%
Tobam24$1.00K0.00%
Cromwell Holdings LLC18$7850.00%
True Wealth Design, LLC10$4360.00%
HFM Investment Advisors, LLC8$3490.00%
Bay Harbor Wealth Management, LLC5$2170.00%
GPS Wealth Strategies Group, LLC1$440.00%

Sold out (83)

Institutions that held Carlyle Group Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CG in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Balyasny Asset Management LLC1,579,178$79.7M
Prana Capital Management, LP467,057$23.6M
Soros Fund Management LLCSuperinvestorSoros Fund Management459,585$23.2M
Walleye Capital LLC383,266$19.4M
Jefferies Financial Group Inc.270,612$13.7M
Azora Capital LP262,789$13.3M
Cinctive Capital Management LP191,405$9.66M
Summit Global Investments141,856$7.16M
Trexquant Investment LP123,036$6.21M
PEAK6 LLC114,944$5.80M
Adage Capital Partners GP, L.L.C.89,600$4.52M
Aquatic Capital Management LLC75,569$3.82M
ExodusPoint Capital Management, LP47,372$2.39M
Absolute Gestao de Investimentos Ltda.44,102$2.23M
Herbst Group, LLC41,475$2.09M
Quantbot Technologies LP41,032$2.07M
Pacific Capital Partners Ltd32,074$1.62M
Dynamic Technology Lab Private Ltd31,395$1.58M
Aster Capital Management (DIFC) Ltd30,687$1.55M
Nomura Holdings Inc28,002$1.41M
Riverwater Partners LLC22,706$1.15M
AMG National Trust Bank20,911$1.06M
EntryPoint Capital, LLC19,059$962.3K
Jain Global LLC15,975$806.6K
Bridgewater Associates, LP14,308$722.4K
Capital Management Associates13,659$689.6K
Meiji Yasuda Life Insurance Co13,600$686.7K
Illinois Municipal Retirement Fund13,317$672.4K
Machina Capital S.A.S.13,295$671.3K
FFT Wealth Management LLC12,887$650.7K
Landscape Capital Management, L.L.C.12,411$626.6K
Edgestream Partners, L.P.11,568$584.1K
Marshall Wace, LLP10,062$508.0K
Belpointe Asset Management LLC12,230$490.8K
Fortis Capital Advisors, LLC12,230$490.8K
Oak Thistle LLC7,361$371.7K
Concurrent Investment Advisors, LLC7,015$354.2K
Allstate Corp6,691$337.8K
Enterprise Financial Services Corp6,677$337.1K
Jane Street Group, LLC6,640$335.3K
Fieldview Capital Management, LLC6,321$319.1K
Covenant Partners, LLC6,129$309.5K
Cresset Asset Management, LLC5,671$286.3K
American Trust5,320$268.6K
Toroso Investments, LLC5,219$263.5K
Cutter & CO Brokerage, Inc.5,117$258.4K
YHB Investment Advisors, Inc.5,065$255.7K
Slow Capital, Inc.5,041$254.5K
Carnegie Lake Advisors LLC5,015$253.0K
Farringdon Capital, Ltd.4,827$243.7K
Rafferty Asset Management, LLC4,820$243.4K
Investment Partners Asset Management, Inc.4,696$237.1K
Mirador Capital Partners LP4,648$234.7K
Tranquility Partners, LLC4,628$233.7K
Herold Advisors, Inc.4,500$227.2K
Allspring Global Investments Holdings, LLC4,428$224.6K
Cornerstone Select Advisors, LLC4,415$222.9K
UniSuper Management Pty Ltd4,400$222.2K
Trust Point Inc.4,274$215.8K
Pictet & Cie (Europe) SA4,250$214.6K
Breed's Hill Capital LLC4,000$202.0K
Harvest Fund Management Co., Ltd3,984$201.0K
Optiver Holding B.V.2,935$148.2K
Concord Wealth Partners2,000$101.0K
R Squared Ltd1,780$89.9K
Quarry LP1,408$71.1K
Proequities, Inc.1,227$69.5K
Washington Trust Co1,000$50.5K
Oarsman Capital, Inc.916$46.2K
LRI Investments, LLC633$32.0K
Castleview Partners, LLC432$21.9K
Caitong International Asset Management Co., Ltd375$18.9K
Evermay Wealth Management LLC248$12.5K
Annis Gardner Whiting Capital Advisors, LLC177$8.94K
Beaird Harris Wealth Management, LLC131$6.62K
Modus Advisors, LLC108$5.45K
Decker Retirement Planning Inc.56$2.83K
Raleigh Capital Management Inc.55$2.78K
Nemes Rush Group LLC48$2.42K
Continuum Advisory, LLC32$1.62K
GeoWealth Management, LLC21$1.06K
New Millennium Group LLC7$353
Kohmann Bosshard Financial Services, LLC6$303

Not filed for Q1 2025 yet (10)

Institutions that held Carlyle Group Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC483,102$24.4M
Mesirow Institutional Investment Management, Inc.81,771$4.13M
Phase 2 Partners, LLC63,887$3.23M
Swedbank AB15,826$799.1K
Lake Street Advisors Group, LLC6,112$308.6K
Global Retirement Partners, LLC900$45.4K
WR Wealth Planners, LLC705$35.6K
Sugarloaf Wealth Management, LLC79$3.99K
Oliver Lagore Vanvalin Investment Group65$3.29K
Cassady Schiller Wealth Management, LLC28$1.41K