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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 8,453 | $368.5K | 0.01% | +394+4.9% | Added |
| Stonegate Investment Group, LLC | 8,511 | $371.0K | 0.01% | +2,511+41.9% | Added |
| Hamilton Capital Partners Inc. | 8,537 | $372.1K | 0.02% | −245−2.8% | Reduced |
| E&G Advisors, LP | 8,600 | $374.9K | 0.11% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,791 | $383.0K | 0.00% | −28,097−76.2% | Reduced |
| ProShare Advisors LLC | 8,992 | $392.0K | 0.00% | −886−9.0% | Reduced |
| Fiduciary Group LLC | 9,000 | $392.3K | 0.04% | +200+2.3% | Added |
| Stamos Capital Partners, L.P. | 9,089 | $396.2K | 0.10% | +9,089 | New |
| Axq Capital, LP | 9,417 | $410.5K | 0.16% | +9,417 | New |
| 1832 Asset Management L.P. | 9,705 | $423.0K | 0.00% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 9,785 | $426.5K | 0.09% | +215+2.2% | Added |
| Verition Fund Management LLC | 9,796 | $427.0K | 0.00% | −10−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 10,014 | $436.5K | 0.02% | +5,172+106.8% | Added |
| O'Shaughnessy Asset Management, LLC | 10,022 | $436.9K | 0.00% | +2,042+25.6% | Added |
| TD Private Client Wealth LLC | 10,069 | $438.9K | 0.01% | +9,623+2,157.6% | Added |
| Greenwood Capital Associates LLC | 10,223 | $445.6K | 0.06% | +10,223 | New |
| Maryland State Retirement & Pension System | 10,232 | $446.0K | 0.01% | −2,284−18.2% | Reduced |
| AXA S.A. | 10,443 | $455.2K | 0.00% | −275−2.6% | Reduced |
| Sterneck Capital Management, LLC | 10,469 | $456.3K | 0.25% | +4,000+61.8% | Added |
| Tritonpoint Wealth, LLC | 10,510 | $458.1K | 0.04% | −670−6.0% | Reduced |
| CIBC World Markets Corp | 10,579 | $461.1K | 0.00% | +96+0.9% | Added |
| Fort Sheridan Advisors LLC | 10,800 | $470.8K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,804 | $470.9K | 0.02% | +2,651+32.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,929 | $476.4K | 0.00% | +5,611+105.5% | Added |
| J.W. Cole Advisors, Inc. | 10,956 | $477.6K | 0.01% | +5,517+101.4% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $479.5K | 0.01% | +5,000+83.3% | Added |
| McGowan Group Asset Management, Inc. | 11,163 | $486.6K | 0.06% | +15+0.1% | Added |
| Carret Asset Management, LLC | 11,190 | $487.8K | 0.06% | −100−0.9% | Reduced |
| Intech Investment Management LLC | 11,229 | $489.5K | 0.01% | −1,589−12.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,303 | $492.7K | 0.25% | +1,044+10.2% | Added |
| Park Avenue Securities LLC | 11,303 | $493.0K | 0.01% | +3,015+36.4% | Added |
| Verdence Capital Advisors LLC | 11,461 | $499.6K | 0.04% | +3,625+46.3% | Added |
| 44 Wealth Management LLC | 11,520 | $502.2K | 0.19% | +11,520 | New |
| Tower Research Capital LLC (TRC) | 11,531 | $502.6K | 0.01% | −1,574−12.0% | Reduced |
| Macquarie Group Ltd | 11,544 | $503.2K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,678 | $509.0K | 0.00% | +3,262+38.8% | Added |
| Orion Portfolio Solutions, LLC | 11,678 | $509.0K | 0.00% | +3,262+38.8% | Added |
| TBH Global Asset Management, LLC | 11,773 | $513.2K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,862 | $517.1K | 0.04% | −1,131−8.7% | Reduced |
| Davenport & Co LLC | 11,973 | $521.9K | 0.00% | +2,607+27.8% | Added |
| HB Wealth Management, LLC | 12,037 | $524.7K | 0.00% | +657+5.8% | Added |
| Stiles Financial Services Inc | 12,126 | $528.6K | 0.20% | +45+0.4% | Added |
| Guinness Asset Management LTD | 12,129 | $528.7K | 0.01% | −1,590−11.6% | Reduced |
| Sterling Capital Management LLC | 12,172 | $530.6K | 0.01% | −804−6.2% | Reduced |
| Promethium Advisors,llc | 12,565 | $547.7K | 0.35% | −350−2.7% | Reduced |
| National Asset Management, Inc. | 12,754 | $556.0K | 0.02% | +422+3.4% | Added |
| Janus Henderson Group PLC | 12,994 | $560.4K | 0.00% | −2,400−15.6% | Reduced |
| Segall Bryant & Hamill, LLC | 13,000 | $566.7K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 13,004 | $566.8K | 0.02% | +676+5.5% | Added |
| Stablepoint Partners, LLC | 13,177 | $574.4K | 0.10% | −200−1.5% | Reduced |
| ASR Vermogensbeheer N.V. | 13,225 | $576.5K | 0.01% | +13,225 | New |
| Pacer Advisors, Inc. | 13,314 | $580.4K | 0.00% | −29,115−68.6% | Reduced |
| United Services Automobile Association | 13,744 | $593.1K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,025 | $611.3K | 0.00% | +6,991+99.4% | Added |
| First Manhattan Co | 14,075 | $613.5K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,087 | $614.1K | 0.00% | +613+4.5% | Added |
| HRT Financial LP | 14,598 | $636.0K | 0.00% | +14,598 | New |
| Sym Financial Corp | 15,006 | $654.1K | 0.08% | −2,826−15.8% | Reduced |
| Garrison Bradford & Associates Inc | 15,093 | $657.9K | 0.72% | +13+0.1% | Added |
| Creative Planning | 15,160 | $660.8K | 0.00% | +1,820+13.6% | Added |
| Baldwin Brothers Inc | 15,720 | $685.2K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,756 | $687.0K | 0.05% | −232−1.5% | Reduced |
| Securian Asset Management, Inc | 15,953 | $695.4K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 16,136 | $703.4K | 0.01% | +515+3.3% | Added |
| Avanza Fonder AB | 15,407 | $713.5K | 0.02% | −982−6.0% | Reduced |
| Thoroughbred Financial Services, LLC | 16,539 | $720.0K | 0.04% | +1,442+9.6% | Added |
| Benjamin Edwards Inc | 16,696 | $727.8K | 0.01% | −6,376−27.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,848 | $734.4K | 0.03% | +5,560+49.3% | Added |
| Nordea Investment Management AB | 17,390 | $737.7K | 0.00% | −1,660−8.7% | Reduced |
| U S Global Investors Inc | 17,000 | $741.0K | 0.10% | +17,000 | New |
| Tredje AP-fonden | 17,018 | $741.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16,880 | $746.4K | 0.01% | −741−4.2% | Reduced |
| O'Rourke & Company, Inc | 17,186 | $749.1K | 0.37% | −804−4.5% | Reduced |
| Gulf International Bank (UK) Ltd | 17,248 | $751.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,424 | $759.5K | 0.01% | −668−3.7% | Reduced |
| Schroder Investment Management Group | 17,757 | $766.2K | 0.00% | −5,370−23.2% | Reduced |
| Pinebridge Investments, L.P. | 18,040 | $786.4K | 0.01% | −42,727−70.3% | Reduced |
| Intrepid Capital Management Inc | 18,192 | $793.0K | 0.39% | +2,457+15.6% | Added |
| Arkadios Wealth Advisors | 18,198 | $793.2K | 0.03% | −1,948−9.7% | Reduced |
| Carson Advisory Inc. | 18,426 | $803.2K | 0.54% | +3,400+22.6% | Added |
| Staley Capital Advisers Inc | 18,650 | $813.0K | 0.04% | +18,650 | New |
| Daiwa Securities Group Inc. | 18,673 | $814.0K | 0.00% | +800+4.5% | Added |
| US Bancorp | 18,736 | $816.8K | 0.00% | −58,966−75.9% | Reduced |
| Storebrand Asset Management AS | 18,798 | $819.4K | 0.00% | +9,399+100.0% | Added |
| SMH Capital Advisors Inc | 19,426 | $846.8K | 1.97% | +4,322+28.6% | Added |
| Mercer Global Advisors Inc | 19,458 | $848.2K | 0.00% | +2,152+12.4% | Added |
| Impact Partnership Wealth, LLC | 19,775 | $862.0K | 0.18% | +8,100+69.4% | Added |
| Federated Hermes, Inc. | 19,983 | $871.1K | 0.00% | +2,303+13.0% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $876.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,148 | $878.2K | 0.02% | +887+4.6% | Added |
| Zhang Financial LLC | 20,332 | $886.3K | 0.05% | +6,499+47.0% | Added |
| JustInvest LLC | 20,530 | $894.9K | 0.01% | −1,008−4.7% | Reduced |
| Kestra Advisory Services, LLC | 20,728 | $903.5K | 0.00% | −36,138−63.5% | Reduced |
| QRG Capital Management, Inc. | 20,829 | $907.9K | 0.01% | −1,530−6.8% | Reduced |
| Blair William & Co | 21,453 | $935.1K | 0.00% | −4,427−17.1% | Reduced |
| Prudential Financial Inc | 19,466 | $969.5K | 0.00% | +3,530+22.2% | Added |
| Swiss Life Asset Management Ltd | 22,491 | $980.4K | 0.01% | +7,468+49.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,567 | $1.02M | 0.01% | +3,726+18.8% | Added |
| Kestra Private Wealth Services, LLC | 23,707 | $1.03M | 0.02% | +6,343+36.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,820 | $1.04M | 0.00% | −291−1.2% | Reduced |