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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 142,166 | $6.20M | 0.02% | −23,494−14.2% | Reduced |
| Standard Life Aberdeen plc | 140,042 | $6.10M | 0.01% | +79,950+133.0% | Added |
| Natixis Advisors, L.P. | 139,983 | $6.10M | 0.01% | +86,105+159.8% | Added |
| Great Lakes Advisors, LLC | 132,108 | $5.76M | 0.05% | +132,108 | New |
| APG Asset Management N.V. | 142,200 | $5.74M | 0.02% | −400−0.3% | Reduced |
| State of Wisconsin Investment Board | 131,612 | $5.74M | 0.01% | +5,252+4.2% | Added |
| Susquehanna International Group, LLP | 130,820 | $5.70M | 0.01% | +105,919+425.4% | Added |
| Winslow Asset Management Inc | 130,049 | $5.67M | 1.25% | −3,972−3.0% | Reduced |
| Andra AP-fonden | 125,217 | $5.46M | 0.09% | +51,417+69.7% | Added |
| Meketa Investment Group Inc | 123,854 | $5.40M | 7.27% | +76,507+161.6% | Added |
| Pictet Asset Management Holding SA | 115,191 | $5.02M | 0.01% | +5,141+4.7% | Added |
| Royal London Asset Management Ltd | 110,975 | $4.84M | 0.01% | +10,832+10.8% | Added |
| TD Asset Management Inc | 109,243 | $4.76M | 0.00% | −1,754−1.6% | Reduced |
| City of London Investment Management Co Ltd | 108,837 | $4.74M | 0.51% | −16,407−13.1% | Reduced |
| Mutual of America Capital Management LLC | 108,614 | $4.73M | 0.05% | −2,861−2.6% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $4.66M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 106,016 | $4.61M | 0.00% | +13,719+14.9% | Added |
| Treasurer of the State of North Carolina | 103,171 | $4.50M | 0.02% | +6,900+7.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 99,791 | $4.35M | 0.01% | −5,278−5.0% | Reduced |
| Amalgamated Bank | 97,212 | $4.24M | 0.04% | −4,054−4.0% | Reduced |
| Texas Yale Capital Corp. | 95,794 | $4.18M | 0.17% | +9,905+11.5% | Added |
| BNP Paribas Arbitrage, SA | 94,310 | $4.11M | 0.00% | +10,595+12.7% | Added |
| Danske Bank A/S | 93,503 | $4.08M | 0.01% | −5,700−5.7% | Reduced |
| CastleKnight Management LP | 92,500 | $4.03M | 0.43% | +15,000+19.4% | Added |
| Fifth Third Bancorp | 90,480 | $3.94M | 0.01% | +89,518+9,305.4% | Added |
| Stephens Inc | 90,099 | $3.93M | 0.06% | −683−0.8% | Reduced |
| Asset Management One Co.,Ltd. | 89,929 | $3.92M | 0.01% | +3,233+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,324 | $3.89M | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 88,061 | $3.84M | 0.21% | −10,645−10.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 87,859 | $3.83M | 0.00% | +8,066+10.1% | Added |
| Stanley-Laman Group, Ltd. | 87,617 | $3.82M | 0.59% | −18,883−17.7% | Reduced |
| State of Tennessee, Treasury Department | 87,232 | $3.80M | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 84,156 | $3.67M | 0.01% | −95−0.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 83,455 | $3.64M | 0.21% | +2,635+3.3% | Added |
| SEI Investments Co | 81,864 | $3.57M | 0.00% | +26,255+47.2% | Added |
| Wellington Shields Capital Management, LLC | 80,558 | $3.51M | 0.64% | +12,264+18.0% | Added |
| Worldquant Millennium Advisors LLC | 79,829 | $3.48M | 0.02% | −347,376−81.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 79,524 | $3.47M | 0.04% | +505+0.6% | Added |
| Cerity Partners LLC | 78,019 | $3.40M | 0.01% | +6,743+9.5% | Added |
| one8zero8, LLC | 76,760 | $3.35M | 0.79% | +102+0.1% | Added |
| Yousif Capital Management, LLC | 75,209 | $3.28M | 0.04% | −1,606−2.1% | Reduced |
| Neuberger Berman Group LLC | 75,126 | $3.27M | 0.00% | +1,325+1.8% | Added |
| Commonwealth Equity Services, LLC | 74,695 | $3.26M | 0.00% | +1,259+1.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 74,221 | $3.24M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 73,551 | $3.21M | 0.01% | −13,212−15.2% | Reduced |
| Janney Montgomery Scott LLC | 73,340 | $3.20M | 0.01% | −6,034−7.6% | Reduced |
| Chicago Partners Investment Group LLC | 78,495 | $3.14M | 0.10% | +2,567+3.4% | Added |
| KLP Kapitalforvaltning AS | 70,800 | $3.09M | 0.02% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 70,000 | $3.05M | 1.39% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 69,537 | $3.03M | 1.93% | +1,768+2.6% | Added |
| American Century Companies Inc | 68,885 | $3.00M | 0.00% | +2,207+3.3% | Added |
| Teachers Retirement System of the State of Kentucky | 67,580 | $2.94M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 67,414 | $2.94M | 0.01% | −7,796−10.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 67,429 | $2.94M | 0.02% | +3,267+5.1% | Added |
| Ensign Peak Advisors, Inc | 67,342 | $2.94M | 0.01% | −2,300−3.3% | Reduced |
| Arizona State Retirement System | 67,227 | $2.93M | 0.02% | −120.0% | Reduced |
| Freestone Grove Partners LP | 62,764 | $2.74M | 0.03% | −132,495−67.9% | Reduced |
| Augustine Asset Management Inc | 61,911 | $2.70M | 0.79% | +345+0.6% | Added |
| KBC Group NV | 61,263 | $2.67M | 0.01% | −7,332−10.7% | Reduced |
| First Trust Advisors LP | 61,111 | $2.66M | 0.00% | +19,581+47.1% | Added |
| Coastal Bridge Advisors, LLC | 59,539 | $2.60M | 0.37% | +1,000+1.7% | Added |
| Louisiana State Employees Retirement System | 59,100 | $2.58M | 0.05% | +500+0.9% | Added |
| AQR Capital Management LLC | 57,335 | $2.50M | 0.00% | +51,809+937.5% | Added |
| Handelsbanken Fonder AB | 57,300 | $2.50M | 0.01% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 57,100 | $2.49M | 0.02% | −800−1.4% | Reduced |
| HighTower Advisors, LLC | 56,973 | $2.48M | 0.00% | +14,058+32.8% | Added |
| Alaska Permanent Fund Corp | 63,406 | $2.45M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 53,974 | $2.35M | 0.00% | +30,970+134.6% | Added |
| Toronto Dominion Bank | 51,414 | $2.24M | 0.01% | +5,398+11.7% | Added |
| Cetera Investment Advisers | 50,878 | $2.22M | 0.00% | +5,793+12.8% | Added |
| State of Michigan Retirement System | 50,500 | $2.20M | 0.01% | +500+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,445 | $2.20M | 0.01% | +3,838+8.2% | Added |
| Robeco Institutional Asset Management B.V. | 50,000 | $2.18M | 0.00% | −40,606−44.8% | Reduced |
| CI Private Wealth, LLC | 49,711 | $2.17M | 0.00% | −3,397−6.4% | Reduced |
| Twin Capital Management Inc | 48,507 | $2.11M | 0.25% | −1,728−3.4% | Reduced |
| Empowered Funds, LLC | 48,237 | $2.10M | 0.03% | +1,579+3.4% | Added |
| Sierra Capital LLC | 47,513 | $2.07M | 0.25% | −2,859−5.7% | Reduced |
| Capital International Inc | 47,150 | $2.06M | 0.02% | −24,104−33.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 46,921 | $2.05M | 0.03% | +200.0% | Added |
| IFM Investors Pty Ltd | 45,945 | $2.00M | 0.02% | 00.0% | Unchanged |
| GFG Capital, LLC | 45,720 | $1.99M | 0.61% | −465−1.0% | Reduced |
| British Columbia Investment Management Corp | 44,462 | $1.94M | 0.01% | +101+0.2% | Added |
| New York State Teachers Retirement System | 44,246 | $1.93M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,727 | $1.91M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 43,600 | $1.90M | 0.07% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 43,500 | $1.90M | 0.59% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 42,886 | $1.87M | 0.04% | −93−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,808 | $1.87M | 0.02% | −773−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 42,635 | $1.86M | 0.00% | −9,311−17.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 41,765 | $1.82M | 0.02% | +1,200+3.0% | Added |
| Ameritas Investment Partners, Inc. | 41,522 | $1.81M | 0.06% | −747−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 41,760 | $1.78M | 0.00% | −263−0.6% | Reduced |
| Mariner, LLC | 40,725 | $1.78M | 0.00% | +2,036+5.3% | Added |
| Diversified Trust Co | 40,336 | $1.76M | 0.04% | −228−0.6% | Reduced |
| Wolf Group Capital Advisors | 39,722 | $1.73M | 0.58% | −11,385−22.3% | Reduced |
| Bleakley Financial Group, LLC | 39,671 | $1.73M | 0.06% | −519−1.3% | Reduced |
| Hilltop Holdings Inc. | 38,451 | $1.68M | 0.11% | −120.0% | Reduced |
| Truist Financial Corp | 38,090 | $1.66M | 0.00% | −2,597−6.4% | Reduced |
| Sanctuary Advisors, LLC | 37,755 | $1.65M | 0.01% | +2,155+6.1% | Added |
| Xponance, Inc. | 36,767 | $1.60M | 0.02% | +394+1.1% | Added |