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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 11,163 | $486.6K | 0.06% | +15+0.1% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $479.5K | 0.01% | +5,000+83.3% | Added |
| J.W. Cole Advisors, Inc. | 10,956 | $477.6K | 0.01% | +5,517+101.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,929 | $476.4K | 0.00% | +5,611+105.5% | Added |
| Moors & Cabot, Inc. | 10,804 | $470.9K | 0.02% | +2,651+32.5% | Added |
| Fort Sheridan Advisors LLC | 10,800 | $470.8K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,579 | $461.1K | 0.00% | +96+0.9% | Added |
| Tritonpoint Wealth, LLC | 10,510 | $458.1K | 0.04% | −670−6.0% | Reduced |
| Sterneck Capital Management, LLC | 10,469 | $456.3K | 0.25% | +4,000+61.8% | Added |
| AXA S.A. | 10,443 | $455.2K | 0.00% | −275−2.6% | Reduced |
| Maryland State Retirement & Pension System | 10,232 | $446.0K | 0.01% | −2,284−18.2% | Reduced |
| Greenwood Capital Associates LLC | 10,223 | $445.6K | 0.06% | +10,223 | New |
| TD Private Client Wealth LLC | 10,069 | $438.9K | 0.01% | +9,623+2,157.6% | Added |
| O'Shaughnessy Asset Management, LLC | 10,022 | $436.9K | 0.00% | +2,042+25.6% | Added |
| Daymark Wealth Partners, LLC | 10,014 | $436.5K | 0.02% | +5,172+106.8% | Added |
| Verition Fund Management LLC | 9,796 | $427.0K | 0.00% | −10−0.1% | Reduced |
| Bearing Point Capital, LLC | 9,785 | $426.5K | 0.09% | +215+2.2% | Added |
| 1832 Asset Management L.P. | 9,705 | $423.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 9,417 | $410.5K | 0.16% | +9,417 | New |
| Stamos Capital Partners, L.P. | 9,089 | $396.2K | 0.10% | +9,089 | New |
| Fiduciary Group LLC | 9,000 | $392.3K | 0.04% | +200+2.3% | Added |
| ProShare Advisors LLC | 8,992 | $392.0K | 0.00% | −886−9.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,791 | $383.0K | 0.00% | −28,097−76.2% | Reduced |
| E&G Advisors, LP | 8,600 | $374.9K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 8,537 | $372.1K | 0.02% | −245−2.8% | Reduced |
| Stonegate Investment Group, LLC | 8,511 | $371.0K | 0.01% | +2,511+41.9% | Added |
| NewEdge Wealth, LLC | 8,453 | $368.5K | 0.01% | +394+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,447 | $368.2K | 0.01% | −657−7.2% | Reduced |
| TownSquare Capital, LLC | 8,357 | $364.3K | 0.00% | +8,357 | New |
| Segment Wealth Management, LLC | 8,200 | $357.4K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,059 | $351.3K | 0.02% | −212−2.6% | Reduced |
| Principle Wealth Partners LLC | 8,031 | $350.1K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,989 | $348.2K | 0.00% | −1,839−18.7% | Reduced |
| Kovack Advisors, Inc. | 7,955 | $346.8K | 0.04% | −29−0.4% | Reduced |
| Aviva PLC | 7,947 | $346.4K | 0.00% | −9,461−54.3% | Reduced |
| DMG Group, LLC | 7,815 | $340.7K | 0.28% | +883+12.7% | Added |
| Shelton Capital Management | 7,745 | $337.6K | 0.01% | −191−2.4% | Reduced |
| Everence Capital Management Inc | 7,720 | $337.0K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 7,628 | $332.5K | 0.02% | +7,628 | New |
| Triangle Securities Wealth Management | 7,615 | $331.9K | 0.09% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7,526 | $328.1K | 0.23% | +20+0.3% | Added |
| ISAM Funds (UK) Ltd | 7,515 | $327.6K | 0.16% | −4,250−36.1% | Reduced |
| CWM, LLC | 7,429 | $324.0K | 0.00% | +3,166+74.3% | Added |
| Triad Wealth Partners, LLC | 7,426 | $323.7K | 0.10% | −839−10.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,410 | $323.0K | 0.00% | −3,545−32.4% | Reduced |
| Forum Financial Management, LP | 7,384 | $321.9K | 0.01% | +844+12.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,194 | $313.6K | 0.00% | −5,398−42.9% | Reduced |
| BFSG, LLC | 7,130 | $310.8K | 0.04% | +818+13.0% | Added |
| Glenview Trust Co | 7,109 | $309.9K | 0.01% | −1,282−15.3% | Reduced |
| Keebeck Wealth Management, LLC | 7,057 | $307.6K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $306.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,918 | $301.6K | 0.00% | −3,661−34.6% | Reduced |
| Fayez Sarofim & Co | 6,849 | $298.5K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 6,843 | $298.4K | 0.43% | +6,843 | New |
| Everhart Financial Group, Inc. | 6,832 | $297.8K | 0.04% | −137−2.0% | Reduced |
| Investment Management Corp of Ontario | 6,609 | $288.1K | 0.01% | +200+3.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,588 | $287.2K | 0.01% | +25+0.4% | Added |
| Advisor OS, LLC | 6,552 | $285.6K | 0.03% | +1,033+18.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $277.4K | 0.00% | +215+3.5% | Added |
| Rakuten Investment Management, Inc. | 6,415 | $276.8K | 0.00% | +6,415 | New |
| Vident Advisory, LLC | 6,345 | $276.6K | 0.00% | +1,387+28.0% | Added |
| GAMMA Investing LLC | 6,264 | $273.0K | 0.02% | +801+14.7% | Added |
| Visionary Wealth Advisors | 6,256 | $272.7K | 0.02% | −897−12.5% | Reduced |
| Spirit of America Management Corp | 6,050 | $263.7K | 0.05% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 6,000 | $261.5K | 0.22% | +6,000 | New |
| Pictet North America Advisors SA | 5,950 | $259.4K | 0.03% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,820 | $253.7K | 0.07% | +5,820 | New |
| Private Advisor Group, LLC | 5,783 | $252.1K | 0.00% | +20.0% | Added |
| Westbourne Investment Advisors, Inc. | 5,700 | $248.5K | 0.09% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,666 | $247.0K | 0.02% | +45+0.8% | Added |
| Integrated Wealth Concepts LLC | 5,573 | $242.9K | 0.00% | +18+0.3% | Added |
| RSM US Wealth Management LLC | 5,540 | $241.5K | 0.00% | −309−5.3% | Reduced |
| Colony Group, LLC | 5,434 | $236.9K | 0.00% | +1,169+27.4% | Added |
| Spire Wealth Management | 5,365 | $233.9K | 0.01% | +428+8.7% | Added |
| MJP Associates Inc | 5,290 | $230.6K | 0.04% | +917+21.0% | Added |
| Cary Street Partners Financial LLC | 5,263 | $229.4K | 0.01% | −111−2.1% | Reduced |
| Fort Point Capital Partners LLC | 5,225 | $227.8K | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,224 | $227.7K | 0.00% | −3,440−39.7% | Reduced |
| M&T Bank Corp | 5,185 | $226.0K | 0.00% | −918−15.0% | Reduced |
| Warren Averett Asset Management, LLC | 5,171 | $225.4K | 0.00% | +5,171 | New |
| Credit Agricole S A | 5,171 | $225.4K | 0.00% | −2,169−29.6% | Reduced |
| Dynamic Advisor Solutions LLC | 5,147 | $224.4K | 0.01% | +314+6.5% | Added |
| Regatta Capital Group, LLC | 5,144 | $224.2K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,123 | $223.3K | 0.01% | −10.0% | Reduced |
| KRS Capital Management, LLC | 5,120 | $223.2K | 0.18% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,072 | $218.8K | 0.00% | +2,503+97.4% | Added |
| Harbor Investment Advisory, LLC | 5,000 | $217.9K | 0.02% | −500−9.1% | Reduced |
| Profund Advisors LLC | 4,786 | $208.6K | 0.01% | −186−3.7% | Reduced |
| David R. Rahn & Associates Inc. | 4,778 | $208.3K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,635 | $204.2K | 0.01% | +1,244+28.3% | Added |
| Ci Investments Inc. | 4,677 | $204.0K | 0.00% | +144+3.2% | Added |
| Center For Asset Management LLC | 4,659 | $203.1K | 0.12% | −374−7.4% | Reduced |
| Teza Capital Management LLC | 4,620 | $201.4K | 0.09% | +4,620 | New |
| Vestcor Inc | 4,564 | $199.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,406 | $192.1K | 0.08% | +1,856+72.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $174.7K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,800 | $165.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,673 | $157.9K | 0.01% | +232+6.7% | Added |
| Amica Retiree Medical Trust | 3,542 | $154.0K | 0.24% | −629−15.1% | Reduced |
| Umb Bank N A | 3,445 | $150.2K | 0.00% | −1,423−29.2% | Reduced |