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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 36,100 | $1.57M | 0.02% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 35,249 | $1.54M | 0.17% | 00.0% | Unchanged |
| Park Circle Co | 34,765 | $1.52M | 1.35% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 33,981 | $1.48M | 0.01% | +33,981 | New |
| Dark Forest Capital Management LP | 32,188 | $1.40M | 0.06% | +32,188 | New |
| Hennion & Walsh Asset Management, Inc. | 31,018 | $1.35M | 0.06% | −11,938−27.8% | Reduced |
| The PNC Financial Services Group, Inc. | 30,003 | $1.31M | 0.00% | +1,610+5.7% | Added |
| STRS Ohio | 28,980 | $1.26M | 0.01% | +28,980 | New |
| Banque Pictet & Cie SA | 28,700 | $1.25M | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 28,315 | $1.23M | 0.01% | +289+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,601 | $1.23M | 0.01% | +344+1.2% | Added |
| Moody National Bank Trust Division | 27,971 | $1.22M | 0.13% | −438−1.5% | Reduced |
| Voya Investment Management LLC | 27,336 | $1.19M | 0.00% | +713+2.7% | Added |
| D.A. Davidson & Co. | 27,272 | $1.19M | 0.01% | −800−2.8% | Reduced |
| Wolverine Trading, LLC | 27,404 | $1.18M | 0.04% | +1,063+4.0% | Added |
| Jeppson Wealth Management, LLC | 27,122 | $1.18M | 0.43% | +503+1.9% | Added |
| MML Investors Services, LLC | 26,818 | $1.17M | 0.00% | +721+2.8% | Added |
| Waterfront Wealth Inc. | 26,063 | $1.14M | 0.28% | −20.0% | Reduced |
| OP Asset Management Ltd | 25,738 | $1.12M | 0.02% | +25,738 | New |
| Atria Investments LLC | 25,683 | $1.12M | 0.01% | +4,760+22.8% | Added |
| M&G Plc | 25,000 | $1.10M | 0.01% | +12,500+100.0% | Added |
| Elo Mutual Pension Insurance Co | 25,129 | $1.10M | 0.02% | +8,947+55.3% | Added |
| Allianz Asset Management GmbH | 25,000 | $1.09M | 0.00% | +10,937+77.8% | Added |
| New York Life Investment Management LLC | 24,848 | $1.08M | 0.01% | +586+2.4% | Added |
| State of Alaska, Department of Revenue | 24,720 | $1.08M | 0.01% | +660+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,699 | $1.08M | 0.01% | −154−0.6% | Reduced |
| Hoertkorn Richard Charles | 24,000 | $1.05M | 0.48% | −1,000−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,820 | $1.04M | 0.00% | −291−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 23,707 | $1.03M | 0.02% | +6,343+36.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,567 | $1.02M | 0.01% | +3,726+18.8% | Added |
| Swiss Life Asset Management Ltd | 22,491 | $980.4K | 0.01% | +7,468+49.7% | Added |
| Prudential Financial Inc | 19,466 | $969.5K | 0.00% | +3,530+22.2% | Added |
| Blair William & Co | 21,453 | $935.1K | 0.00% | −4,427−17.1% | Reduced |
| QRG Capital Management, Inc. | 20,829 | $907.9K | 0.01% | −1,530−6.8% | Reduced |
| Kestra Advisory Services, LLC | 20,728 | $903.5K | 0.00% | −36,138−63.5% | Reduced |
| JustInvest LLC | 20,530 | $894.9K | 0.01% | −1,008−4.7% | Reduced |
| Zhang Financial LLC | 20,332 | $886.3K | 0.05% | +6,499+47.0% | Added |
| Apollon Wealth Management, LLC | 20,148 | $878.2K | 0.02% | +887+4.6% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $876.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 19,983 | $871.1K | 0.00% | +2,303+13.0% | Added |
| Impact Partnership Wealth, LLC | 19,775 | $862.0K | 0.18% | +8,100+69.4% | Added |
| Mercer Global Advisors Inc | 19,458 | $848.2K | 0.00% | +2,152+12.4% | Added |
| SMH Capital Advisors Inc | 19,426 | $846.8K | 1.97% | +4,322+28.6% | Added |
| Storebrand Asset Management AS | 18,798 | $819.4K | 0.00% | +9,399+100.0% | Added |
| US Bancorp | 18,736 | $816.8K | 0.00% | −58,966−75.9% | Reduced |
| Daiwa Securities Group Inc. | 18,673 | $814.0K | 0.00% | +800+4.5% | Added |
| Staley Capital Advisers Inc | 18,650 | $813.0K | 0.04% | +18,650 | New |
| Carson Advisory Inc. | 18,426 | $803.2K | 0.54% | +3,400+22.6% | Added |
| Arkadios Wealth Advisors | 18,198 | $793.2K | 0.03% | −1,948−9.7% | Reduced |
| Intrepid Capital Management Inc | 18,192 | $793.0K | 0.39% | +2,457+15.6% | Added |
| Pinebridge Investments, L.P. | 18,040 | $786.4K | 0.01% | −42,727−70.3% | Reduced |
| Schroder Investment Management Group | 17,757 | $766.2K | 0.00% | −5,370−23.2% | Reduced |
| Clearstead Advisors, LLC | 17,424 | $759.5K | 0.01% | −668−3.7% | Reduced |
| Gulf International Bank (UK) Ltd | 17,248 | $751.0K | 0.03% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 17,186 | $749.1K | 0.37% | −804−4.5% | Reduced |
| TD Waterhouse Canada Inc. | 16,880 | $746.4K | 0.01% | −741−4.2% | Reduced |
| Tredje AP-fonden | 17,018 | $741.8K | 0.01% | 00.0% | Unchanged |
| U S Global Investors Inc | 17,000 | $741.0K | 0.10% | +17,000 | New |
| Nordea Investment Management AB | 17,390 | $737.7K | 0.00% | −1,660−8.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,848 | $734.4K | 0.03% | +5,560+49.3% | Added |
| Benjamin Edwards Inc | 16,696 | $727.8K | 0.01% | −6,376−27.6% | Reduced |
| Thoroughbred Financial Services, LLC | 16,539 | $720.0K | 0.04% | +1,442+9.6% | Added |
| Avanza Fonder AB | 15,407 | $713.5K | 0.02% | −982−6.0% | Reduced |
| Synovus Financial Corp | 16,136 | $703.4K | 0.01% | +515+3.3% | Added |
| Securian Asset Management, Inc | 15,953 | $695.4K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,756 | $687.0K | 0.05% | −232−1.5% | Reduced |
| Baldwin Brothers Inc | 15,720 | $685.2K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 15,160 | $660.8K | 0.00% | +1,820+13.6% | Added |
| Garrison Bradford & Associates Inc | 15,093 | $657.9K | 0.72% | +13+0.1% | Added |
| Sym Financial Corp | 15,006 | $654.1K | 0.08% | −2,826−15.8% | Reduced |
| HRT Financial LP | 14,598 | $636.0K | 0.00% | +14,598 | New |
| CIBC Asset Management Inc | 14,087 | $614.1K | 0.00% | +613+4.5% | Added |
| First Manhattan Co | 14,075 | $613.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,025 | $611.3K | 0.00% | +6,991+99.4% | Added |
| United Services Automobile Association | 13,744 | $593.1K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 13,314 | $580.4K | 0.00% | −29,115−68.6% | Reduced |
| ASR Vermogensbeheer N.V. | 13,225 | $576.5K | 0.01% | +13,225 | New |
| Stablepoint Partners, LLC | 13,177 | $574.4K | 0.10% | −200−1.5% | Reduced |
| Journey Strategic Wealth LLC | 13,004 | $566.8K | 0.02% | +676+5.5% | Added |
| Segall Bryant & Hamill, LLC | 13,000 | $566.7K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,994 | $560.4K | 0.00% | −2,400−15.6% | Reduced |
| National Asset Management, Inc. | 12,754 | $556.0K | 0.02% | +422+3.4% | Added |
| Promethium Advisors,llc | 12,565 | $547.7K | 0.35% | −350−2.7% | Reduced |
| Sterling Capital Management LLC | 12,172 | $530.6K | 0.01% | −804−6.2% | Reduced |
| Guinness Asset Management LTD | 12,129 | $528.7K | 0.01% | −1,590−11.6% | Reduced |
| Stiles Financial Services Inc | 12,126 | $528.6K | 0.20% | +45+0.4% | Added |
| HB Wealth Management, LLC | 12,037 | $524.7K | 0.00% | +657+5.8% | Added |
| Davenport & Co LLC | 11,973 | $521.9K | 0.00% | +2,607+27.8% | Added |
| North Star Investment Management Corp. | 11,862 | $517.1K | 0.04% | −1,131−8.7% | Reduced |
| TBH Global Asset Management, LLC | 11,773 | $513.2K | 0.10% | 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 |
| Macquarie Group Ltd | 11,544 | $503.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,531 | $502.6K | 0.01% | −1,574−12.0% | Reduced |
| 44 Wealth Management LLC | 11,520 | $502.2K | 0.19% | +11,520 | New |
| Verdence Capital Advisors LLC | 11,461 | $499.6K | 0.04% | +3,625+46.3% | Added |
| Park Avenue Securities LLC | 11,303 | $493.0K | 0.01% | +3,015+36.4% | Added |
| Retirement Planning Co of New England, Inc. | 11,303 | $492.7K | 0.25% | +1,044+10.2% | Added |
| Intech Investment Management LLC | 11,229 | $489.5K | 0.01% | −1,589−12.4% | Reduced |
| Carret Asset Management, LLC | 11,190 | $487.8K | 0.06% | −100−0.9% | Reduced |