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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 46 | $2.00K | 0.00% | +33+253.8% | Added |
| Avion Wealth | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $1.70K | 0.00% | +1+2.6% | Added |
| SJS Investment Consulting Inc. | 37 | $1.61K | 0.00% | −5−11.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 36 | $1.57K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $1.53K | 0.00% | +25+250.0% | Added |
| CoreCap Advisors, LLC | 30 | $1.31K | 0.00% | +21+233.3% | Added |
| Boston Private Wealth LLC | 30 | $1.31K | 0.00% | +30 | New |
| Insight Financial Services | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tobam | 24 | $1.00K | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 19 | $834 | 0.00% | −23−54.8% | Reduced |
| Cromwell Holdings LLC | 18 | $785 | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 14 | $611 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $593 | 0.00% | +13+650.0% | Added |
| Whipplewood Advisors, LLC | 572 | $479 | 0.00% | +561+5,100.0% | Added |
| Mather Group, LLC. | 10 | $436 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $436 | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 8 | $349 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $349 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 5 | $218 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $217 | 0.00% | +5 | New |
| Activest Wealth Management | 3 | $131 | 0.00% | +2+200.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 121 | $111 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 53 | $49 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $44 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,579,178−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −467,057−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −459,585−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −383,266−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −270,612−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −262,789−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −191,405−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −141,856−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −123,036−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −114,944−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −89,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −75,569−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −47,372−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −44,102−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −41,475−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −41,032−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −32,074−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,395−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −30,687−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −28,002−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −22,706−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −20,911−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −19,059−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −15,975−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,308−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −13,659−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −13,317−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −13,295−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −12,887−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,411−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,568−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12,230−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −12,230−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,361−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −6,691−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −6,677−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,321−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −6,129−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| Carnegie Lake Advisors LLC | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,827−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −4,628−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Cornerstone Select Advisors, LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Breed's Hill Capital LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |