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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 89,929 | $3.92M | 0.01% | +3,233+3.7% | Added |
| Stephens Inc | 90,099 | $3.93M | 0.06% | −683−0.8% | Reduced |
| Fifth Third Bancorp | 90,480 | $3.94M | 0.01% | +89,518+9,305.4% | Added |
| CastleKnight Management LP | 92,500 | $4.03M | 0.43% | +15,000+19.4% | Added |
| Danske Bank A/S | 93,503 | $4.08M | 0.01% | −5,700−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 94,310 | $4.11M | 0.00% | +10,595+12.7% | Added |
| Texas Yale Capital Corp. | 95,794 | $4.18M | 0.17% | +9,905+11.5% | Added |
| Amalgamated Bank | 97,212 | $4.24M | 0.04% | −4,054−4.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 99,791 | $4.35M | 0.01% | −5,278−5.0% | Reduced |
| Treasurer of the State of North Carolina | 103,171 | $4.50M | 0.02% | +6,900+7.2% | Added |
| HSBC Holdings PLC | 106,016 | $4.61M | 0.00% | +13,719+14.9% | Added |
| Compagnie Lombard Odier SCmA | 107,005 | $4.66M | 0.06% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 108,614 | $4.73M | 0.05% | −2,861−2.6% | Reduced |
| City of London Investment Management Co Ltd | 108,837 | $4.74M | 0.51% | −16,407−13.1% | Reduced |
| TD Asset Management Inc | 109,243 | $4.76M | 0.00% | −1,754−1.6% | Reduced |
| Royal London Asset Management Ltd | 110,975 | $4.84M | 0.01% | +10,832+10.8% | Added |
| Pictet Asset Management Holding SA | 115,191 | $5.02M | 0.01% | +5,141+4.7% | Added |
| Meketa Investment Group Inc | 123,854 | $5.40M | 7.27% | +76,507+161.6% | Added |
| Andra AP-fonden | 125,217 | $5.46M | 0.09% | +51,417+69.7% | Added |
| Winslow Asset Management Inc | 130,049 | $5.67M | 1.25% | −3,972−3.0% | Reduced |
| Susquehanna International Group, LLP | 130,820 | $5.70M | 0.01% | +105,919+425.4% | Added |
| State of Wisconsin Investment Board | 131,612 | $5.74M | 0.01% | +5,252+4.2% | Added |
| APG Asset Management N.V. | 142,200 | $5.74M | 0.02% | −400−0.3% | Reduced |
| Great Lakes Advisors, LLC | 132,108 | $5.76M | 0.05% | +132,108 | New |
| Natixis Advisors, L.P. | 139,983 | $6.10M | 0.01% | +86,105+159.8% | Added |
| Standard Life Aberdeen plc | 140,042 | $6.10M | 0.01% | +79,950+133.0% | Added |
| Korea Investment CORP | 142,166 | $6.20M | 0.02% | −23,494−14.2% | Reduced |
| Lighthouse Investment Partners, LLC | 142,171 | $6.20M | 0.28% | +142,171 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 142,437 | $6.21M | 0.01% | +142,437 | New |
| State Board of Administration of Florida Retirement System | 148,258 | $6.46M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 148,302 | $6.47M | 0.00% | +12,117+8.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 158,494 | $6.90M | 0.03% | +300+0.2% | Added |
| New York State Common Retirement Fund | 160,895 | $7.01M | 0.01% | −12,600−7.3% | Reduced |
| Gator Capital Management, LLC | 162,135 | $7.07M | 2.70% | 00.0% | Unchanged |
| Van Eck Associates Corp | 162,361 | $7.08M | 0.01% | +69,240+74.4% | Added |
| LPL Financial LLC | 173,645 | $7.57M | 0.00% | +8,425+5.1% | Added |
| Channing Capital Management, LLC | 176,413 | $7.69M | 0.23% | −39,557−18.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,852 | $7.71M | 0.01% | +148+0.1% | Added |
| Wesbanco Bank Inc | 177,891 | $7.75M | 0.27% | +37,659+26.9% | Added |
| SOL Capital Management CO | 178,485 | $7.78M | 0.86% | +23,521+15.2% | Added |
| National Bank of Canada | 189,791 | $8.27M | 0.01% | −1,128,975−85.6% | Reduced |
| Stifel Financial Corp | 189,982 | $8.28M | 0.01% | +7,563+4.1% | Added |
| Edmond de Rothschild Holding S.A. | 192,657 | $8.40M | 0.15% | +8,913+4.9% | Added |
| Sit Investment Associates Inc | 207,245 | $9.03M | 0.21% | +13,325+6.9% | Added |
| MetLife Investment Management | 213,879 | $9.32M | 0.05% | +94,780+79.6% | Added |
| Bank of Montreal | 215,148 | $9.38M | 0.01% | −1,482−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 218,192 | $9.51M | 0.07% | +218,192 | New |
| Kames Capital plc | 221,411 | $9.65M | 0.14% | −157,653−41.6% | Reduced |
| Lazard Asset Management LLC | 222,237 | $9.69M | 0.01% | −9,361−4.0% | Reduced |
| Corebridge Financial, Inc. | 233,146 | $10.2M | 0.06% | −5,697−2.4% | Reduced |
| SG Americas Securities, LLC | 247,836 | $10.8M | 0.04% | +216,244+684.5% | Added |
| CSM Advisors, LLC | 247,855 | $10.8M | 0.59% | +247,855 | New |
| Comerica Bank | 248,534 | $10.8M | 0.05% | +48,655+24.3% | Added |
| Manufacturers Life Insurance Company, The | 254,041 | $11.1M | 0.01% | −5,030−1.9% | Reduced |
| Retirement Systems of Alabama | 256,850 | $11.2M | 0.04% | +253+0.1% | Added |
| Victory Capital Management Inc | 260,941 | $11.4M | 0.01% | +185,521+246.0% | Added |
| Great West Life Assurance Co | 271,954 | $11.9M | 0.02% | +1,395+0.5% | Added |
| Oppenheimer & Co Inc | 289,913 | $12.6M | 0.19% | −37,956−11.6% | Reduced |
| California State Teachers Retirement System | 297,984 | $13.0M | 0.02% | +2,453+0.8% | Added |
| Sargent Investment Group, LLC | 300,050 | $13.1M | 2.09% | −2,335−0.8% | Reduced |
| Deutsche Bank AG | 302,985 | $13.2M | 0.01% | −738,831−70.9% | Reduced |
| Brown Advisory Inc | 303,805 | $13.2M | 0.02% | −578,371−65.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 306,361 | $13.4M | 2.17% | +306,361 | New |
| Partners Group Holding AG | 306,496 | $13.4M | 0.56% | −34,027−10.0% | Reduced |
| DnB Asset Management AS | 323,428 | $14.1M | 0.06% | +6,105+1.9% | Added |
| Royal Bank of Canada | 326,222 | $14.2M | 0.00% | −42,153−11.4% | Reduced |
| California Public Employees Retirement System | 337,400 | $14.7M | 0.01% | −8,373−2.4% | Reduced |
| Alliancebernstein L.P. | 367,224 | $16.0M | 0.01% | −36,135−9.0% | Reduced |
| Thrivent Financial for Lutherans | 379,264 | $16.5M | 0.04% | −11,866−3.0% | Reduced |
| Assenagon Asset Management S.A. | 386,195 | $16.8M | 0.03% | +148,670+62.6% | Added |
| Wells Fargo & Company | 412,144 | $18.0M | 0.00% | +41,952+11.3% | Added |
| Algebris (UK) Ltd | 482,022 | $19.5M | 3.54% | +228,666+90.3% | Added |
| Assetmark, Inc | 450,651 | $19.6M | 0.05% | −3,616−0.8% | Reduced |
| Barclays PLC | 451,348 | $19.7M | 0.01% | +5,590+1.3% | Added |
| Deprince Race & Zollo Inc | 460,887 | $20.1M | 0.42% | +58,505+14.5% | Added |
| Holocene Advisors, LP | 465,072 | $20.3M | 0.06% | +274,263+143.7% | Added |
| Sirios Capital Management L P | 467,464 | $20.4M | 3.64% | +40,700+9.5% | Added |
| Nuveen, LLC | 477,020 | $20.8M | 0.01% | +477,020 | New |
| Rockefeller Capital Management L.P. | 484,088 | $21.1M | 0.05% | −9,269−1.9% | Reduced |
| Principal Financial Group Inc | 485,841 | $21.2M | 0.01% | +1,674+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 489,055 | $21.3M | 0.02% | −20,483−4.0% | Reduced |
| Envestnet Asset Management Inc | 557,575 | $24.3M | 0.01% | +70,156+14.4% | Added |
| Rhumbline Advisers | 603,895 | $26.3M | 0.02% | −1,947−0.3% | Reduced |
| Citigroup Inc | 623,440 | $27.2M | 0.02% | +516,761+484.4% | Added |
| Polaris Capital Management, LLC | 653,900 | $28.5M | 1.63% | −91,100−12.2% | Reduced |
| Argent Capital Management LLC | 687,653 | $30.0M | 0.92% | −1,307,456−65.5% | Reduced |
| Franklin Street Advisors Inc | 692,173 | $30.2M | 2.13% | +342,189+97.8% | Added |
| Invesco Ltd. | 742,934 | $32.4M | 0.01% | +92,199+14.2% | Added |
| Citadel Advisors LLC | 804,369 | $35.1M | 0.03% | +99,832+14.2% | Added |
| LGT Capital Partners Ltd. | 817,000 | $35.6M | 1.58% | +76,000+10.3% | Added |
| Private Management Group Inc | 882,459 | $38.5M | 1.37% | +184,509+26.4% | Added |
| Norges Bank | 959,179 | $41.8M | 0.01% | +77,173+8.7% | Added |
| Russell Investments Group, Ltd. | 1,026,231 | $44.7M | 0.06% | −65,692−6.0% | Reduced |
| JPMorgan Chase & Co | 1,046,577 | $45.6M | 0.00% | +67,166+6.9% | Added |
| Goldman Sachs Group Inc | 1,144,974 | $49.9M | 0.01% | +332,533+40.9% | Added |
| Amundi | 1,444,156 | $55.9M | 0.02% | −920,075−38.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $57.8M | 0.51% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,427,171 | $62.2M | 0.01% | +20,970+1.5% | Added |
| Raymond James Financial Inc | 1,491,522 | $65.0M | 0.02% | −167,891−10.1% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $65.4M | 2.72% | 00.0% | Unchanged |