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 |
|---|---|---|---|---|---|
| Gold Investment Management Ltd. | 1,382 | $60.2K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,441 | $62.8K | 0.00% | −67−4.4% | Reduced |
| Quest Partners LLC | 1,504 | $65.6K | 0.01% | −2,412−61.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,877 | $66.5K | 0.00% | +27+1.5% | Added |
| Bogart Wealth, LLC | 1,547 | $67.4K | 0.00% | +1+0.1% | Added |
| Bryn Mawr Trust Co | 1,591 | $69.4K | 0.00% | +690+76.6% | Added |
| Principal Securities, Inc. | 1,403 | $70.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $74.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,722 | $75.1K | 0.00% | +1,374+394.8% | Added |
| Sunbelt Securities, Inc. | 2,000 | $87.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,120 | $92.4K | 0.00% | +200+10.4% | Added |
| Optimum Investment Advisors | 2,200 | $95.9K | 0.05% | +2,200 | New |
| Tower View Investment Management & Research LLC | 2,214 | $96.5K | 0.06% | +16+0.7% | Added |
| Ramirez Asset Management, Inc. | 2,300 | $100.3K | 0.02% | −500−17.9% | Reduced |
| Coldstream Capital Management Inc | 2,308 | $100.6K | 0.00% | +2,308 | New |
| Wellington Shields & Co., LLC | 2,315 | $100.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,396 | $104.4K | 0.00% | +122+5.4% | Added |
| Siemens Fonds Invest GmbH | 2,514 | $109.6K | 0.01% | +2,514 | New |
| Sandy Spring Bank | 2,562 | $109.9K | 0.00% | +20+0.8% | Added |
| Stelac Advisory Services LLC | 2,578 | $112.4K | 0.05% | +2,578 | New |
| GWM Advisors LLC | 2,612 | $113.9K | 0.00% | −6,666−71.8% | Reduced |
| North Capital, Inc. | 2,843 | $123.9K | 0.12% | +2,843 | New |
| Ossiam | 2,870 | $125.1K | 0.00% | −548−16.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,921 | $127.3K | 0.04% | −280−8.7% | Reduced |
| Walleye Trading LLC | 2,996 | $130.6K | 0.00% | −32,893−91.7% | Reduced |
| Old Point Trust & Financial Services N A | 3,000 | $130.8K | 0.05% | +3,000 | New |
| Western Pacific Wealth Management, LP | 3,347 | $145.9K | 0.13% | −266−7.4% | Reduced |
| Umb Bank N A | 3,445 | $150.2K | 0.00% | −1,423−29.2% | Reduced |
| Amica Retiree Medical Trust | 3,542 | $154.0K | 0.24% | −629−15.1% | Reduced |
| Leonteq Securities AG | 3,673 | $157.9K | 0.01% | +232+6.7% | Added |
| Paradigm Asset Management Co LLC | 3,800 | $165.6K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $174.7K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,406 | $192.1K | 0.08% | +1,856+72.8% | Added |
| Vestcor Inc | 4,564 | $199.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,620 | $201.4K | 0.09% | +4,620 | New |
| Center For Asset Management LLC | 4,659 | $203.1K | 0.12% | −374−7.4% | Reduced |
| Ci Investments Inc. | 4,677 | $204.0K | 0.00% | +144+3.2% | Added |
| Wedmont Private Capital | 5,635 | $204.2K | 0.01% | +1,244+28.3% | Added |
| David R. Rahn & Associates Inc. | 4,778 | $208.3K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,786 | $208.6K | 0.01% | −186−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,000 | $217.9K | 0.02% | −500−9.1% | Reduced |
| Jones Financial Companies LLLP | 5,072 | $218.8K | 0.00% | +2,503+97.4% | Added |
| KRS Capital Management, LLC | 5,120 | $223.2K | 0.18% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,123 | $223.3K | 0.01% | −10.0% | Reduced |
| Regatta Capital Group, LLC | 5,144 | $224.2K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,147 | $224.4K | 0.01% | +314+6.5% | Added |
| Credit Agricole S A | 5,171 | $225.4K | 0.00% | −2,169−29.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,171 | $225.4K | 0.00% | +5,171 | New |
| M&T Bank Corp | 5,185 | $226.0K | 0.00% | −918−15.0% | Reduced |
| Wellington Management Group LLP | 5,224 | $227.7K | 0.00% | −3,440−39.7% | Reduced |
| Fort Point Capital Partners LLC | 5,225 | $227.8K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 5,263 | $229.4K | 0.01% | −111−2.1% | Reduced |
| MJP Associates Inc | 5,290 | $230.6K | 0.04% | +917+21.0% | Added |
| Spire Wealth Management | 5,365 | $233.9K | 0.01% | +428+8.7% | Added |
| Colony Group, LLC | 5,434 | $236.9K | 0.00% | +1,169+27.4% | Added |
| RSM US Wealth Management LLC | 5,540 | $241.5K | 0.00% | −309−5.3% | Reduced |
| Integrated Wealth Concepts LLC | 5,573 | $242.9K | 0.00% | +18+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 5,666 | $247.0K | 0.02% | +45+0.8% | Added |
| Westbourne Investment Advisors, Inc. | 5,700 | $248.5K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,783 | $252.1K | 0.00% | +20.0% | Added |
| Prentice Wealth Management LLC | 5,820 | $253.7K | 0.07% | +5,820 | New |
| Pictet North America Advisors SA | 5,950 | $259.4K | 0.03% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 6,000 | $261.5K | 0.22% | +6,000 | New |
| Spirit of America Management Corp | 6,050 | $263.7K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,256 | $272.7K | 0.02% | −897−12.5% | Reduced |
| GAMMA Investing LLC | 6,264 | $273.0K | 0.02% | +801+14.7% | Added |
| Vident Advisory, LLC | 6,345 | $276.6K | 0.00% | +1,387+28.0% | Added |
| Rakuten Investment Management, Inc. | 6,415 | $276.8K | 0.00% | +6,415 | New |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $277.4K | 0.00% | +215+3.5% | Added |
| Advisor OS, LLC | 6,552 | $285.6K | 0.03% | +1,033+18.7% | Added |
| Fifth Third Wealth Advisors LLC | 6,588 | $287.2K | 0.01% | +25+0.4% | Added |
| Investment Management Corp of Ontario | 6,609 | $288.1K | 0.01% | +200+3.1% | Added |
| Everhart Financial Group, Inc. | 6,832 | $297.8K | 0.04% | −137−2.0% | Reduced |
| CenterStar Asset Management, LLC | 6,843 | $298.4K | 0.43% | +6,843 | New |
| Fayez Sarofim & Co | 6,849 | $298.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,918 | $301.6K | 0.00% | −3,661−34.6% | Reduced |
| SlateStone Wealth, LLC | 7,029 | $306.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $307.6K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 7,109 | $309.9K | 0.01% | −1,282−15.3% | Reduced |
| BFSG, LLC | 7,130 | $310.8K | 0.04% | +818+13.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,194 | $313.6K | 0.00% | −5,398−42.9% | Reduced |
| Forum Financial Management, LP | 7,384 | $321.9K | 0.01% | +844+12.9% | Added |
| Schonfeld Strategic Advisors LLC | 7,410 | $323.0K | 0.00% | −3,545−32.4% | Reduced |
| Triad Wealth Partners, LLC | 7,426 | $323.7K | 0.10% | −839−10.2% | Reduced |
| CWM, LLC | 7,429 | $324.0K | 0.00% | +3,166+74.3% | Added |
| ISAM Funds (UK) Ltd | 7,515 | $327.6K | 0.16% | −4,250−36.1% | Reduced |
| EdgeRock Capital LLC | 7,526 | $328.1K | 0.23% | +20+0.3% | Added |
| Triangle Securities Wealth Management | 7,615 | $331.9K | 0.09% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 7,628 | $332.5K | 0.02% | +7,628 | New |
| Everence Capital Management Inc | 7,720 | $337.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 7,745 | $337.6K | 0.01% | −191−2.4% | Reduced |
| DMG Group, LLC | 7,815 | $340.7K | 0.28% | +883+12.7% | Added |
| Aviva PLC | 7,947 | $346.4K | 0.00% | −9,461−54.3% | Reduced |
| Kovack Advisors, Inc. | 7,955 | $346.8K | 0.04% | −29−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 7,989 | $348.2K | 0.00% | −1,839−18.7% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $350.1K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,059 | $351.3K | 0.02% | −212−2.6% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $357.4K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 8,357 | $364.3K | 0.00% | +8,357 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,447 | $368.2K | 0.01% | −657−7.2% | Reduced |