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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 3,347 | $145.9K | 0.13% | −266−7.4% | Reduced |
| Old Point Trust & Financial Services N A | 3,000 | $130.8K | 0.05% | +3,000 | New |
| Walleye Trading LLC | 2,996 | $130.6K | 0.00% | −32,893−91.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,921 | $127.3K | 0.04% | −280−8.7% | Reduced |
| Ossiam | 2,870 | $125.1K | 0.00% | −548−16.0% | Reduced |
| North Capital, Inc. | 2,843 | $123.9K | 0.12% | +2,843 | New |
| GWM Advisors LLC | 2,612 | $113.9K | 0.00% | −6,666−71.8% | Reduced |
| Stelac Advisory Services LLC | 2,578 | $112.4K | 0.05% | +2,578 | New |
| Sandy Spring Bank | 2,562 | $109.9K | 0.00% | +20+0.8% | Added |
| Siemens Fonds Invest GmbH | 2,514 | $109.6K | 0.01% | +2,514 | New |
| Larson Financial Group LLC | 2,396 | $104.4K | 0.00% | +122+5.4% | Added |
| Wellington Shields & Co., LLC | 2,315 | $100.9K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,308 | $100.6K | 0.00% | +2,308 | New |
| Ramirez Asset Management, Inc. | 2,300 | $100.3K | 0.02% | −500−17.9% | Reduced |
| Tower View Investment Management & Research LLC | 2,214 | $96.5K | 0.06% | +16+0.7% | Added |
| Optimum Investment Advisors | 2,200 | $95.9K | 0.05% | +2,200 | New |
| Central Trust Co | 2,120 | $92.4K | 0.00% | +200+10.4% | Added |
| Sunbelt Securities, Inc. | 2,000 | $87.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,722 | $75.1K | 0.00% | +1,374+394.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $74.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,403 | $70.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,591 | $69.4K | 0.00% | +690+76.6% | Added |
| Bogart Wealth, LLC | 1,547 | $67.4K | 0.00% | +1+0.1% | Added |
| CIBC Private Wealth Group, LLC | 1,877 | $66.5K | 0.00% | +27+1.5% | Added |
| Quest Partners LLC | 1,504 | $65.6K | 0.01% | −2,412−61.6% | Reduced |
| Ostrum Asset Management | 1,441 | $62.8K | 0.00% | −67−4.4% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $60.2K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,300 | $56.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,230 | $53.6K | 0.00% | −10−0.8% | Reduced |
| Bessemer Group Inc | 1,217 | $53.0K | 0.00% | +867+247.7% | Added |
| Compass Wealth Management LLC | 1,215 | $53.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,178 | $51.3K | 0.00% | +115+10.8% | Added |
| Valley National Advisers Inc | 1,157 | $50.0K | 0.01% | +611+111.9% | Added |
| Smartleaf Asset Management LLC | 1,158 | $50.0K | 0.00% | −71−5.8% | Reduced |
| IFP Advisors, Inc | 1,127 | $49.1K | 0.00% | −202−15.2% | Reduced |
| Hexagon Capital Partners LLC | 1,095 | $47.7K | 0.01% | +16+1.5% | Added |
| Skopos Labs, Inc. | 1,062 | $46.3K | 0.01% | +236+28.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,040 | $45.3K | 0.00% | +539+107.6% | Added |
| Retirement Wealth Solutions LLC | 1,029 | $44.9K | 0.04% | −106−9.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,001 | $43.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 973 | $43.1K | 0.00% | +525+117.2% | Added |
| Johnson Financial Group, Inc. | 951 | $41.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 882 | $38.4K | 0.01% | +17+2.0% | Added |
| NewSquare Capital LLC | 873 | $38.1K | 0.00% | +867+14,450.0% | Added |
| National Pension Service | 869 | $37.9K | 0.00% | +372+74.8% | Added |
| MAI Capital Management | 847 | $36.9K | 0.00% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 650 | $28.3K | 0.00% | +574+755.3% | Added |
| Private Trust Co NA | 636 | $27.7K | 0.00% | +321+101.9% | Added |
| SRS Capital Advisors, Inc. | 600 | $26.2K | 0.00% | +600 | New |
| Clark Wealth Partners | 595 | $25.9K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 591 | $25.8K | 0.00% | +22+3.9% | Added |
| Main Street Group, LTD | 568 | $24.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $21.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 486 | $21.2K | 0.00% | +240+97.6% | Added |
| Cornerstone Planning Group LLC | 533 | $19.5K | 0.00% | +65+13.9% | Added |
| Rise Advisors, LLC | 439 | $19.1K | 0.01% | +439 | New |
| Acadian Asset Management LLC | 455 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 408 | $17.8K | 0.01% | +174+74.4% | Added |
| Capital Advisors, Ltd. LLC | 390 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 386 | $16.8K | 0.00% | −5−1.3% | Reduced |
| Wayfinding Financial, LLC | 342 | $14.0K | 0.01% | +342 | New |
| First Horizon Advisors, Inc. | 317 | $13.8K | 0.00% | −34−9.7% | Reduced |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 306 | $13.0K | 0.01% | +3+1.0% | Added |
| Proathlete Wealth Management LLC | 297 | $12.9K | 0.00% | +297 | New |
| Signaturefd, LLC | 295 | $12.9K | 0.00% | +33+12.6% | Added |
| Kestra Investment Management, LLC | 290 | $12.6K | 0.00% | +290 | New |
| NBT Bank N A | 266 | $11.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 219 | $9.55K | 0.00% | −324−59.7% | Reduced |
| Hemington Wealth Management | 213 | $9.00K | 0.00% | +48+29.1% | Added |
| Binnacle Investments Inc | 204 | $8.89K | 0.01% | +204 | New |
| Glen Eagle Advisors, LLC | 200 | $8.72K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $8.72K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 195 | $8.50K | 0.01% | +26+15.4% | Added |
| Allworth Financial LP | 199 | $7.71K | 0.00% | +34+20.6% | Added |
| JFS Wealth Advisors, LLC | 184 | $7.55K | 0.00% | +12+7.0% | Added |
| Harbour Investments, Inc. | 161 | $7.02K | 0.00% | +35+27.8% | Added |
| Nisa Investment Advisors, LLC | 160 | $6.97K | 0.00% | −405−71.7% | Reduced |
| Farmers & Merchants Investments Inc | 149 | $6.50K | 0.00% | +69+86.3% | Added |
| Fortitude Family Office, LLC | 140 | $6.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $6.01K | 0.00% | +100+263.2% | Added |
| Bell Investment Advisors, Inc | 129 | $5.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $5.49K | 0.00% | −9−6.7% | Reduced |
| Quadrant Capital Group LLC | 125 | $5.45K | 0.00% | −548−81.4% | Reduced |
| Ronald Blue Trust, Inc. | 125 | $5.45K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $5.10K | 0.00% | +117 | New |
| Key Financial Inc | 112 | $4.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $4.71K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 101 | $4.39K | 0.00% | +101 | New |
| Saudi Central Bank | 91 | $3.97K | 0.02% | +91 | New |
| Beacon Capital Management, LLC | 91 | $3.97K | 0.00% | +91 | New |
| WPG Advisers, LLC | 71 | $3.10K | 0.00% | +62+688.9% | Added |
| Hantz Financial Services, Inc. | 64 | $3.00K | 0.00% | +64 | New |
| South State Corp. | 66 | $2.88K | 0.00% | +66 | New |
| S&T Bank | 63 | $2.75K | 0.00% | +63 | New |
| Hughes Financial Services, LLC | 48 | $2.13K | 0.00% | +48 | New |
| Bokf, NA | 48 | $2.09K | 0.00% | −48−50.0% | Reduced |
| Rialto Wealth Management, LLC | 46 | $2.01K | 0.00% | +46 | New |