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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 1 | $44 | 0.00% | +1 | New |
| Birchbrook, Inc. | 53 | $49 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 121 | $111 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $131 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $217 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $218 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $349 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $349 | 0.00% | +8 | New |
| Mather Group, LLC. | 10 | $436 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $436 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 572 | $479 | 0.00% | +561+5,100.0% | Added |
| Principia Wealth Advisory, LLC | 15 | $593 | 0.00% | +13+650.0% | Added |
| Valued Wealth Advisors LLC | 14 | $611 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $785 | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 19 | $834 | 0.00% | −23−54.8% | Reduced |
| Tobam | 24 | $1.00K | 0.00% | +24 | New |
| Insight Financial Services | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30 | $1.31K | 0.00% | +21+233.3% | Added |
| Boston Private Wealth LLC | 30 | $1.31K | 0.00% | +30 | New |
| WealthTrak Capital Management LLC | 35 | $1.53K | 0.00% | +25+250.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 36 | $1.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $1.61K | 0.00% | −5−11.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $1.70K | 0.00% | +1+2.6% | Added |
| Avion Wealth | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $2.00K | 0.00% | +33+253.8% | Added |
| Rialto Wealth Management, LLC | 46 | $2.01K | 0.00% | +46 | New |
| Bokf, NA | 48 | $2.09K | 0.00% | −48−50.0% | Reduced |
| Hughes Financial Services, LLC | 48 | $2.13K | 0.00% | +48 | New |
| S&T Bank | 63 | $2.75K | 0.00% | +63 | New |
| South State Corp. | 66 | $2.88K | 0.00% | +66 | New |
| Hantz Financial Services, Inc. | 64 | $3.00K | 0.00% | +64 | New |
| WPG Advisers, LLC | 71 | $3.10K | 0.00% | +62+688.9% | Added |
| Saudi Central Bank | 91 | $3.97K | 0.02% | +91 | New |
| Beacon Capital Management, LLC | 91 | $3.97K | 0.00% | +91 | New |
| Vision Financial Markets LLC | 101 | $4.39K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 108 | $4.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 112 | $4.89K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $5.10K | 0.00% | +117 | New |
| Quadrant Capital Group LLC | 125 | $5.45K | 0.00% | −548−81.4% | Reduced |
| Ronald Blue Trust, Inc. | 125 | $5.45K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $5.49K | 0.00% | −9−6.7% | Reduced |
| Bell Investment Advisors, Inc | 129 | $5.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $6.01K | 0.00% | +100+263.2% | Added |
| Fortitude Family Office, LLC | 140 | $6.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 149 | $6.50K | 0.00% | +69+86.3% | Added |
| Nisa Investment Advisors, LLC | 160 | $6.97K | 0.00% | −405−71.7% | Reduced |
| Harbour Investments, Inc. | 161 | $7.02K | 0.00% | +35+27.8% | Added |
| JFS Wealth Advisors, LLC | 184 | $7.55K | 0.00% | +12+7.0% | Added |
| Allworth Financial LP | 199 | $7.71K | 0.00% | +34+20.6% | Added |
| Bruce G. Allen Investments, LLC | 195 | $8.50K | 0.01% | +26+15.4% | Added |
| Glen Eagle Advisors, LLC | 200 | $8.72K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $8.72K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 204 | $8.89K | 0.01% | +204 | New |
| Hemington Wealth Management | 213 | $9.00K | 0.00% | +48+29.1% | Added |
| AdvisorNet Financial, Inc | 219 | $9.55K | 0.00% | −324−59.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.9K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 266 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 290 | $12.6K | 0.00% | +290 | New |
| Signaturefd, LLC | 295 | $12.9K | 0.00% | +33+12.6% | Added |
| Proathlete Wealth Management LLC | 297 | $12.9K | 0.00% | +297 | New |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 306 | $13.0K | 0.01% | +3+1.0% | Added |
| First Horizon Advisors, Inc. | 317 | $13.8K | 0.00% | −34−9.7% | Reduced |
| Wayfinding Financial, LLC | 342 | $14.0K | 0.01% | +342 | New |
| Parallel Advisors, LLC | 386 | $16.8K | 0.00% | −5−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 390 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 408 | $17.8K | 0.01% | +174+74.4% | Added |
| Acadian Asset Management LLC | 455 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 439 | $19.1K | 0.01% | +439 | New |
| Cornerstone Planning Group LLC | 533 | $19.5K | 0.00% | +65+13.9% | Added |
| Massmutual Trust Co FSB | 486 | $21.2K | 0.00% | +240+97.6% | Added |
| Golden State Wealth Management, LLC | 500 | $21.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 568 | $24.8K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 591 | $25.8K | 0.00% | +22+3.9% | Added |
| Clark Wealth Partners | 595 | $25.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 600 | $26.2K | 0.00% | +600 | New |
| Private Trust Co NA | 636 | $27.7K | 0.00% | +321+101.9% | Added |
| Geneos Wealth Management Inc. | 650 | $28.3K | 0.00% | +574+755.3% | Added |
| MAI Capital Management | 847 | $36.9K | 0.00% | +1+0.1% | Added |
| National Pension Service | 869 | $37.9K | 0.00% | +372+74.8% | Added |
| NewSquare Capital LLC | 873 | $38.1K | 0.00% | +867+14,450.0% | Added |
| CVA Family Office, LLC | 882 | $38.4K | 0.01% | +17+2.0% | Added |
| Johnson Financial Group, Inc. | 951 | $41.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 973 | $43.1K | 0.00% | +525+117.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,001 | $43.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,029 | $44.9K | 0.04% | −106−9.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,040 | $45.3K | 0.00% | +539+107.6% | Added |
| Skopos Labs, Inc. | 1,062 | $46.3K | 0.01% | +236+28.6% | Added |
| Hexagon Capital Partners LLC | 1,095 | $47.7K | 0.01% | +16+1.5% | Added |
| IFP Advisors, Inc | 1,127 | $49.1K | 0.00% | −202−15.2% | Reduced |
| Smartleaf Asset Management LLC | 1,158 | $50.0K | 0.00% | −71−5.8% | Reduced |
| Valley National Advisers Inc | 1,157 | $50.0K | 0.01% | +611+111.9% | Added |
| EverSource Wealth Advisors, LLC | 1,178 | $51.3K | 0.00% | +115+10.8% | Added |
| Compass Wealth Management LLC | 1,215 | $53.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,217 | $53.0K | 0.00% | +867+247.7% | Added |
| Rothschild Investment LLC | 1,230 | $53.6K | 0.00% | −10−0.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $56.7K | 0.00% | 00.0% | Unchanged |