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, Q2 2025
Institutional positions in Carlyle Group Inc. as of Jun 30, 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
- 573
- +51 vs. Q1 2025
- Shares held
- 229.9M
- +3.71M (+1.6%) vs. Q1 2025
- Total value
- $11.8B
- +$1.97B (+20.0%) vs. Q1 2025
- New holders
- 91
- 236 more added
- Sold out
- 40
- 177 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,442,087 | $1.62B | 0.03% | +2,180,564+7.5% | Added |
| Vanguard Group Inc | 24,719,581 | $1.27B | 0.02% | +426,644+1.8% | Added |
| Capital World Investors | 19,958,480 | $1.03B | 0.15% | +2,240,249+12.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,315,984 | $581.6M | 0.95% | +2,528,941+28.8% | Added |
| William Blair Investment Management, LLC | 9,949,455 | $511.4M | 1.36% | −2,222,023−18.3% | Reduced |
| Morgan Stanley | 9,135,774 | $469.6M | 0.03% | −825,952−8.3% | Reduced |
| State Street Corp | 8,221,652 | $422.6M | 0.02% | +378,455+4.8% | Added |
| Massachusetts Financial Services Co | 7,138,859 | $366.9M | 0.12% | +311,300+4.6% | Added |
| Boston Partners | 6,791,541 | $349.2M | 0.39% | −132,525−1.9% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $305.4M | 1.48% | +700,000+13.4% | Added |
| Ariel Investments, LLC | 4,705,544 | $241.9M | 2.74% | −133,669−2.8% | Reduced |
| Geode Capital Management, LLC | 4,284,894 | $219.6M | 0.02% | +228,484+5.6% | Added |
| UBS Group AG | 3,629,764 | $186.6M | 0.04% | −1,140,192−23.9% | Reduced |
| Legal & General Group Plc | 3,366,980 | $173.1M | 0.04% | +248,107+8.0% | Added |
| Royal Bank of Canada | 3,313,694 | $170.3M | 0.03% | +2,987,472+915.8% | Added |
| Dimensional Fund Advisors LP | 2,977,250 | $153.0M | 0.04% | +611,876+25.9% | Added |
| Norges Bank | 2,920,658 | $150.1M | 0.02% | +1,961,479+204.5% | Added |
| Beutel, Goodman & Co Ltd. | 2,771,630 | $142.5M | 0.81% | −81,569−2.9% | Reduced |
| Ameriprise Financial Inc | 2,769,631 | $142.4M | 0.04% | +46,894+1.7% | Added |
| Northern Trust Corp | 2,303,647 | $118.4M | 0.02% | +108,397+4.9% | Added |
| Bank of New York Mellon Corp | 2,264,675 | $116.4M | 0.02% | −11,991−0.5% | Reduced |
| Goldman Sachs Group Inc | 2,195,617 | $112.9M | 0.02% | +1,050,643+91.8% | Added |
| Capital International Investors | 2,075,774 | $106.7M | 0.02% | +15,989+0.8% | Added |
| Millennium Management LLC | 1,991,908 | $102.4M | 0.09% | −4,899,617−71.1% | Reduced |
| Frontier Capital Management Co LLC | 1,887,159 | $97.0M | 0.90% | −746,755−28.4% | Reduced |
| Bank of America Corp | 1,870,662 | $96.2M | 0.01% | +355,942+23.5% | Added |
| UBS Asset Management Americas Inc | 1,571,195 | $80.8M | 0.02% | −33,415−2.1% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $77.1M | 3.00% | 00.0% | Unchanged |
| Bamco Inc | 1,492,785 | $76.7M | 0.21% | −94,268−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,474,556 | $75.8M | 0.01% | +47,385+3.3% | Added |
| Verition Fund Management LLC | 1,369,376 | $70.4M | 0.41% | +1,359,580+13,878.9% | Added |
| FMR LLC | 1,362,078 | $70.0M | 0.00% | −1,222,703−47.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $68.2M | 0.58% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,058,721 | $54.4M | 0.00% | +12,144+1.2% | Added |
| Russell Investments Group, Ltd. | 1,039,702 | $53.4M | 0.07% | +13,471+1.3% | Added |
| Private Management Group Inc | 940,870 | $48.4M | 1.57% | +58,411+6.6% | Added |
| Invesco Ltd. | 798,017 | $41.0M | 0.01% | +55,083+7.4% | Added |
| LGT Capital Partners Ltd. | 764,000 | $39.3M | 1.74% | −53,000−6.5% | Reduced |
| Raymond James Financial Inc | 692,383 | $35.6M | 0.01% | −799,139−53.6% | Reduced |
| Barclays PLC | 667,073 | $34.3M | 0.01% | +215,725+47.8% | Added |
| Franklin Street Advisors Inc | 666,362 | $34.3M | 2.12% | −25,811−3.7% | Reduced |
| Holocene Advisors, LP | 665,876 | $34.2M | 0.08% | +200,804+43.2% | Added |
| Rhumbline Advisers | 656,707 | $33.8M | 0.03% | +52,812+8.7% | Added |
| Envestnet Asset Management Inc | 633,135 | $32.5M | 0.01% | +75,560+13.6% | Added |
| Polaris Capital Management, LLC | 627,700 | $32.3M | 2.15% | −26,200−4.0% | Reduced |
| Argent Capital Management LLC | 625,786 | $32.2M | 0.92% | −61,867−9.0% | Reduced |
| Azora Capital LP | 599,052 | $30.8M | 1.39% | +599,052 | New |
| Alyeska Investment Group, L.P. | 549,334 | $28.2M | 0.10% | +549,334 | New |
| Gillson Capital LP | 544,213 | $28.0M | 2.14% | +544,213 | New |
| Assetmark, Inc | 523,748 | $26.9M | 0.06% | +73,097+16.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 523,381 | $26.9M | 0.02% | +34,326+7.0% | Added |
| Deprince Race & Zollo Inc | 505,538 | $26.0M | 0.54% | +44,651+9.7% | Added |
| Weiss Asset Management LP | 495,199 | $25.5M | 0.40% | +495,199 | New |
| Rockefeller Capital Management L.P. | 487,243 | $25.0M | 0.05% | +3,155+0.7% | Added |
| Principal Financial Group Inc | 485,126 | $24.9M | 0.01% | −715−0.1% | Reduced |
| Sirios Capital Management L P | 460,694 | $23.7M | 3.43% | −6,770−1.4% | Reduced |
| Walleye Capital LLC | 420,528 | $21.6M | 0.20% | +420,528 | New |
| California Public Employees Retirement System | 408,897 | $21.0M | 0.01% | +71,497+21.2% | Added |
| Nuveen, LLC | 408,127 | $21.0M | 0.01% | −68,893−14.4% | Reduced |
| Alliancebernstein L.P. | 407,512 | $20.9M | 0.01% | +40,288+11.0% | Added |
| Wells Fargo & Company | 404,186 | $20.8M | 0.00% | −7,958−1.9% | Reduced |
| Algebris (UK) Ltd | 392,871 | $20.2M | 3.18% | −89,151−18.5% | Reduced |
| Citadel Advisors LLC | 392,050 | $20.2M | 0.02% | −412,319−51.3% | Reduced |
| Sargent Investment Group, LLC | 320,037 | $20.1M | 2.72% | +19,987+6.7% | Added |
| Eisler Capital Management Ltd. | 387,187 | $19.9M | 0.68% | +387,187 | New |
| Assenagon Asset Management S.A. | 386,335 | $19.9M | 0.03% | +1400.0% | Added |
| First Trust Advisors LP | 374,773 | $19.3M | 0.02% | +313,662+513.3% | Added |
| California State Teachers Retirement System | 372,519 | $19.1M | 0.02% | +74,535+25.0% | Added |
| Natixis Advisors, L.P. | 369,569 | $19.0M | 0.03% | +229,586+164.0% | Added |
| Prana Capital Management, LP | 337,997 | $17.4M | 0.63% | +337,997 | New |
| CastleKnight Management LP | 327,076 | $16.8M | 1.11% | +234,576+253.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 314,434 | $16.2M | 2.65% | +8,073+2.6% | Added |
| Kames Capital plc | 309,862 | $15.9M | 0.20% | +88,451+39.9% | Added |
| Amundi | 291,215 | $15.9M | 0.01% | −1,152,941−79.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 306,899 | $15.8M | 0.01% | +306,899 | New |
| DnB Asset Management AS | 305,430 | $15.7M | 0.07% | −17,998−5.6% | Reduced |
| Deutsche Bank AG | 292,260 | $15.0M | 0.01% | −10,725−3.5% | Reduced |
| Oppenheimer & Co Inc | 282,639 | $14.5M | 0.19% | −7,274−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 279,811 | $14.4M | 0.01% | +25,770+10.1% | Added |
| Great West Life Assurance Co | 274,876 | $14.1M | 0.02% | +2,922+1.1% | Added |
| CSM Advisors, LLC | 266,725 | $13.7M | 0.40% | +18,870+7.6% | Added |
| Retirement Systems of Alabama | 260,420 | $13.4M | 0.05% | +3,570+1.4% | Added |
| Brown Advisory Inc | 259,854 | $13.4M | 0.02% | −43,951−14.5% | Reduced |
| Victory Capital Management Inc | 249,578 | $12.8M | 0.01% | −11,363−4.4% | Reduced |
| MetLife Investment Management | 221,951 | $11.4M | 0.07% | +8,072+3.8% | Added |
| Korea Investment CORP | 221,196 | $11.4M | 0.03% | +79,030+55.6% | Added |
| Lazard Asset Management LLC | 218,682 | $11.2M | 0.02% | −3,555−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 212,902 | $10.9M | 0.08% | −5,290−2.4% | Reduced |
| Bank of Montreal | 211,607 | $10.9M | 0.01% | −3,541−1.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,132 | $10.7M | 0.01% | +31,280+17.7% | Added |
| Sit Investment Associates Inc | 207,235 | $10.7M | 0.23% | −100.0% | Reduced |
| Channing Capital Management, LLC | 203,370 | $10.5M | 0.29% | +26,957+15.3% | Added |
| National Bank of Canada | 198,498 | $10.2M | 0.01% | +8,707+4.6% | Added |
| Thrivent Financial for Lutherans | 195,018 | $10.0M | 0.02% | −184,246−48.6% | Reduced |
| Stifel Financial Corp | 190,250 | $9.78M | 0.01% | +268+0.1% | Added |
| SOL Capital Management CO | 186,570 | $9.59M | 0.93% | +8,085+4.5% | Added |
| Wesbanco Bank Inc | 183,506 | $9.43M | 0.28% | +5,615+3.2% | Added |
| Van Eck Associates Corp | 179,572 | $9.23M | 0.01% | +17,211+10.6% | Added |
| New York State Common Retirement Fund | 178,395 | $9.17M | 0.01% | +17,500+10.9% | Added |
| Jefferies Financial Group Inc. | 175,000 | $8.99M | 0.15% | +175,000 | New |