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 |
|---|---|---|---|---|---|
| Hoertkorn Richard Charles | 24,000 | $1.05M | 0.48% | −1,000−4.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,699 | $1.08M | 0.01% | −154−0.6% | Reduced |
| State of Alaska, Department of Revenue | 24,720 | $1.08M | 0.01% | +660+2.7% | Added |
| New York Life Investment Management LLC | 24,848 | $1.08M | 0.01% | +586+2.4% | Added |
| Allianz Asset Management GmbH | 25,000 | $1.09M | 0.00% | +10,937+77.8% | Added |
| Elo Mutual Pension Insurance Co | 25,129 | $1.10M | 0.02% | +8,947+55.3% | Added |
| M&G Plc | 25,000 | $1.10M | 0.01% | +12,500+100.0% | Added |
| Atria Investments LLC | 25,683 | $1.12M | 0.01% | +4,760+22.8% | Added |
| OP Asset Management Ltd | 25,738 | $1.12M | 0.02% | +25,738 | New |
| Waterfront Wealth Inc. | 26,063 | $1.14M | 0.28% | −20.0% | Reduced |
| MML Investors Services, LLC | 26,818 | $1.17M | 0.00% | +721+2.8% | Added |
| Jeppson Wealth Management, LLC | 27,122 | $1.18M | 0.43% | +503+1.9% | Added |
| Wolverine Trading, LLC | 27,404 | $1.18M | 0.04% | +1,063+4.0% | Added |
| D.A. Davidson & Co. | 27,272 | $1.19M | 0.01% | −800−2.8% | Reduced |
| Voya Investment Management LLC | 27,336 | $1.19M | 0.00% | +713+2.7% | Added |
| Moody National Bank Trust Division | 27,971 | $1.22M | 0.13% | −438−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,601 | $1.23M | 0.01% | +344+1.2% | Added |
| Nissay Asset Management Corp | 28,315 | $1.23M | 0.01% | +289+1.0% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.25M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 28,980 | $1.26M | 0.01% | +28,980 | New |
| The PNC Financial Services Group, Inc. | 30,003 | $1.31M | 0.00% | +1,610+5.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,018 | $1.35M | 0.06% | −11,938−27.8% | Reduced |
| Dark Forest Capital Management LP | 32,188 | $1.40M | 0.06% | +32,188 | New |
| Teacher Retirement System of Texas | 33,981 | $1.48M | 0.01% | +33,981 | New |
| Park Circle Co | 34,765 | $1.52M | 1.35% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 35,249 | $1.54M | 0.17% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,100 | $1.57M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 36,767 | $1.60M | 0.02% | +394+1.1% | Added |
| Sanctuary Advisors, LLC | 37,755 | $1.65M | 0.01% | +2,155+6.1% | Added |
| Truist Financial Corp | 38,090 | $1.66M | 0.00% | −2,597−6.4% | Reduced |
| Hilltop Holdings Inc. | 38,451 | $1.68M | 0.11% | −120.0% | Reduced |
| Bleakley Financial Group, LLC | 39,671 | $1.73M | 0.06% | −519−1.3% | Reduced |
| Wolf Group Capital Advisors | 39,722 | $1.73M | 0.58% | −11,385−22.3% | Reduced |
| Diversified Trust Co | 40,336 | $1.76M | 0.04% | −228−0.6% | Reduced |
| Mariner, LLC | 40,725 | $1.78M | 0.00% | +2,036+5.3% | Added |
| DekaBank Deutsche Girozentrale | 41,760 | $1.78M | 0.00% | −263−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 41,522 | $1.81M | 0.06% | −747−1.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 41,765 | $1.82M | 0.02% | +1,200+3.0% | Added |
| Advisor Group Holdings, Inc. | 42,635 | $1.86M | 0.00% | −9,311−17.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,808 | $1.87M | 0.02% | −773−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 42,886 | $1.87M | 0.04% | −93−0.2% | Reduced |
| Empire Financial Management Company, LLC | 43,500 | $1.90M | 0.59% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 43,600 | $1.90M | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,727 | $1.91M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 44,246 | $1.93M | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 44,462 | $1.94M | 0.01% | +101+0.2% | Added |
| GFG Capital, LLC | 45,720 | $1.99M | 0.61% | −465−1.0% | Reduced |
| IFM Investors Pty Ltd | 45,945 | $2.00M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 46,921 | $2.05M | 0.03% | +200.0% | Added |
| Capital International Inc | 47,150 | $2.06M | 0.02% | −24,104−33.8% | Reduced |
| Sierra Capital LLC | 47,513 | $2.07M | 0.25% | −2,859−5.7% | Reduced |
| Empowered Funds, LLC | 48,237 | $2.10M | 0.03% | +1,579+3.4% | Added |
| Twin Capital Management Inc | 48,507 | $2.11M | 0.25% | −1,728−3.4% | Reduced |
| CI Private Wealth, LLC | 49,711 | $2.17M | 0.00% | −3,397−6.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 50,000 | $2.18M | 0.00% | −40,606−44.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,445 | $2.20M | 0.01% | +3,838+8.2% | Added |
| State of Michigan Retirement System | 50,500 | $2.20M | 0.01% | +500+1.0% | Added |
| Cetera Investment Advisers | 50,878 | $2.22M | 0.00% | +5,793+12.8% | Added |
| Toronto Dominion Bank | 51,414 | $2.24M | 0.01% | +5,398+11.7% | Added |
| Franklin Resources Inc | 53,974 | $2.35M | 0.00% | +30,970+134.6% | Added |
| Alaska Permanent Fund Corp | 63,406 | $2.45M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 56,973 | $2.48M | 0.00% | +14,058+32.8% | Added |
| Forsta Ap-Fonden | 57,100 | $2.49M | 0.02% | −800−1.4% | Reduced |
| Handelsbanken Fonder AB | 57,300 | $2.50M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 57,335 | $2.50M | 0.00% | +51,809+937.5% | Added |
| Louisiana State Employees Retirement System | 59,100 | $2.58M | 0.05% | +500+0.9% | Added |
| Coastal Bridge Advisors, LLC | 59,539 | $2.60M | 0.37% | +1,000+1.7% | Added |
| First Trust Advisors LP | 61,111 | $2.66M | 0.00% | +19,581+47.1% | Added |
| KBC Group NV | 61,263 | $2.67M | 0.01% | −7,332−10.7% | Reduced |
| Augustine Asset Management Inc | 61,911 | $2.70M | 0.79% | +345+0.6% | Added |
| Freestone Grove Partners LP | 62,764 | $2.74M | 0.03% | −132,495−67.9% | Reduced |
| Arizona State Retirement System | 67,227 | $2.93M | 0.02% | −120.0% | Reduced |
| Ensign Peak Advisors, Inc | 67,342 | $2.94M | 0.01% | −2,300−3.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 67,429 | $2.94M | 0.02% | +3,267+5.1% | Added |
| Public Employees Retirement System of Ohio | 67,414 | $2.94M | 0.01% | −7,796−10.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 67,580 | $2.94M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 68,885 | $3.00M | 0.00% | +2,207+3.3% | Added |
| Kerusso Capital Management LLC | 69,537 | $3.03M | 1.93% | +1,768+2.6% | Added |
| Miller Value Partners, LLC | 70,000 | $3.05M | 1.39% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 70,800 | $3.09M | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 78,495 | $3.14M | 0.10% | +2,567+3.4% | Added |
| Janney Montgomery Scott LLC | 73,340 | $3.20M | 0.01% | −6,034−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 73,551 | $3.21M | 0.01% | −13,212−15.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 74,221 | $3.24M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 74,695 | $3.26M | 0.00% | +1,259+1.7% | Added |
| Neuberger Berman Group LLC | 75,126 | $3.27M | 0.00% | +1,325+1.8% | Added |
| Yousif Capital Management, LLC | 75,209 | $3.28M | 0.04% | −1,606−2.1% | Reduced |
| one8zero8, LLC | 76,760 | $3.35M | 0.79% | +102+0.1% | Added |
| Cerity Partners LLC | 78,019 | $3.40M | 0.01% | +6,743+9.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 79,524 | $3.47M | 0.04% | +505+0.6% | Added |
| Worldquant Millennium Advisors LLC | 79,829 | $3.48M | 0.02% | −347,376−81.3% | Reduced |
| Wellington Shields Capital Management, LLC | 80,558 | $3.51M | 0.64% | +12,264+18.0% | Added |
| SEI Investments Co | 81,864 | $3.57M | 0.00% | +26,255+47.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 83,455 | $3.64M | 0.21% | +2,635+3.3% | Added |
| Nomura Asset Management Co Ltd | 84,156 | $3.67M | 0.01% | −95−0.1% | Reduced |
| State of Tennessee, Treasury Department | 87,232 | $3.80M | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 87,617 | $3.82M | 0.59% | −18,883−17.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 87,859 | $3.83M | 0.00% | +8,066+10.1% | Added |
| Equitable Trust Co | 88,061 | $3.84M | 0.21% | −10,645−10.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,324 | $3.89M | 0.01% | 00.0% | Unchanged |