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Carlyle Group Inc.

CG
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Nasdaq
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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

Q2 2025 vs. Q1 2025

How the institutions holding Carlyle Group Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CG: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders5275573+51
Shares226.2M65.5K229.9M+3.71M (+1.6%)
Value$9.85B$2.85M$11.8B+$1.97B (+20.0%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Carlyle Group Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to CG in Q2 2025
InstitutionSharesValue% of portfolio
Azora Capital LP599,052$30.8M1.39%
Alyeska Investment Group, L.P.549,334$28.2M0.10%
Gillson Capital LP544,213$28.0M2.14%
Weiss Asset Management LP495,199$25.5M0.40%
Walleye Capital LLC420,528$21.6M0.20%
Eisler Capital Management Ltd.387,187$19.9M0.68%
Prana Capital Management, LP337,997$17.4M0.63%
T. Rowe Price Investment Management, Inc.306,899$15.8M0.01%
Jefferies Financial Group Inc.175,000$8.99M0.15%
Trexquant Investment LP163,642$8.41M0.09%
Cinctive Capital Management LP153,541$7.89M0.44%
Galvin, Gaustad & Stein, LLC150,960$7.76M0.67%
La Banque Postale Asset Management SA94,089$4.84M0.07%
Sound Income Strategies, LLC89,667$4.61M0.26%
Congress Wealth Management LLC89,608$4.61M0.04%
Point72 Europe (London) LLP77,800$4.00M0.21%
Aquatic Capital Management LLC65,016$3.34M0.07%
PEAK6 LLC63,685$3.27M0.11%
Woodbridge Co Ltd63,000$3.24M0.01%
Integrated Advisors Network LLC54,150$2.78M0.13%
Illinois Municipal Retirement Fund31,811$1.64M0.02%
Tocqueville Asset Management L.P.27,850$1.43M0.02%
Swedbank AB26,842$1.38M0.00%
Bank of Nova Scotia24,470$1.26M0.00%
Jain Global LLC17,555$902.3K0.01%
Quantinno Capital Management LP17,201$884.1K0.00%
Aster Capital Management (DIFC) Ltd15,355$789.2K0.18%
CenterBook Partners LP13,004$668.4K0.04%
Brevan Howard Capital Management LP12,036$618.6K0.01%
Diversify Advisory Services, LLC8,719$564.7K0.02%
Old Mission Capital LLC9,780$502.7K0.01%
Legacy Financial Advisors, Inc.9,427$484.5K0.08%
Two Sigma Securities, LLC7,908$406.5K0.05%
State of Wyoming7,348$377.7K0.05%
Summit Financial, LLC7,155$367.8K0.01%
Advisors Asset Management, Inc.6,726$345.7K0.01%
Avantax Advisory Services, Inc.6,626$340.6K0.00%
Pallas Capital Advisors LLC6,000$308.4K0.01%
Cassaday & Co Wealth Management LLC5,363$275.7K0.01%
Twin Tree Management, LP4,909$252.3K0.01%
Robertson Stephens Wealth Management, LLC4,749$244.1K0.01%
We Are One Seven, LLC4,725$242.9K0.01%
Meiji Yasuda Life Insurance Co4,679$240.5K0.01%
Allspring Global Investments Holdings, LLC4,465$235.8K0.00%
American Trust4,564$234.6K0.02%
Investment Partners Asset Management, Inc.4,528$232.7K0.16%
Herold Advisors, Inc.4,500$231.3K0.05%
International Assets Investment Management, LLC4,458$229.1K0.02%
EntryPoint Capital, LLC4,452$228.8K0.11%
Cornerstone Select Advisors, LLC4,415$226.9K0.20%
Snowden Capital Advisors LLC4,403$226.3K0.01%
Pictet & Cie (Europe) SA4,250$218.4K0.00%
Merit Financial Group, LLC4,246$218.3K0.00%
Mirador Capital Partners LP4,243$218.1K0.04%
Tranquility Partners, LLC4,242$218.0K0.08%
Absolute Gestao de Investimentos Ltda.4,235$217.7K0.07%
Whetstone Capital Advisors, LLC4,093$210.4K0.06%
Revisor Wealth Management LLC3,528$206.4K0.07%
Breed's Hill Capital LLC4,000$205.6K0.10%
UniSuper Management Pty Ltd4,000$205.6K0.00%
Guggenheim Capital LLC3,969$204.0K0.00%
Baltimore-Washington Financial Advisors, Inc.3,949$203.0K0.01%
FJ Capital Management LLC3,946$202.8K0.02%
Atlantic Union Bankshares Corp2,562$129.6K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,045$105.0K0.00%
Iron Horse Wealth Management, LLC1,664$85.5K0.03%
Delos Wealth Advisors, LLC1,003$51.6K0.04%
LRI Investments, LLC897$46.1K0.00%
Optiver Holding B.V.799$41.1K0.00%
Ameritas Advisory Services, LLC737$37.9K0.00%
Raffa Wealth Management, LLC653$33.6K0.01%
Essential Partners LLC590$30.3K0.01%
Global Retirement Partners, LLC502$25.8K0.00%
WFA of San Diego, LLC500$25.7K0.02%
Twin Peaks Wealth Advisors, LLC292$18.9K0.01%
Atlantic Trust, LLC250$12.8K0.00%
Darwin Advisors, LLC239$12.3K0.00%
Mount Yale Investment Advisors, LLC65$3.34K0.00%
Oliver Lagore Vanvalin Investment Group66$2.86K0.00%
Annis Gardner Whiting Capital Advisors, LLC35$1.80K0.00%
Trifecta Capital Advisors, LLC34$1.75K0.00%
Versant Capital Management, Inc31$1.59K0.00%
Kilter Group LLC21$1.09K0.00%
American Capital Advisory, LLC11$5660.00%
Total Investment Management Inc11$5650.00%
Creative Financial Designs Inc10$5140.00%
Financial Management Professionals, Inc.7$3600.00%
Quaker Wealth Management, LLC7$3600.00%
Tortoise Investment Management, LLC5$2570.00%
MV Capital Management, Inc.4$2060.00%
Stephens Consulting, LLC1$520.00%

Sold out (40)

Institutions that held Carlyle Group Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of CG in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Vulcan Value Partners, LLC5,180,438$225.9M
Partners Group Holding AG306,496$13.4M
Corebridge Financial, Inc.233,146$10.2M
Great Lakes Advisors, LLC132,108$5.76M
Worldquant Millennium Advisors LLC79,829$3.48M
Freestone Grove Partners LP62,764$2.74M
Alaska Permanent Fund Corp63,406$2.45M
Robeco Institutional Asset Management B.V.50,000$2.18M
M&G Plc25,000$1.10M
Impact Partnership Wealth, LLC19,775$862.0K
Staley Capital Advisers Inc18,650$813.0K
U S Global Investors Inc17,000$741.0K
HRT Financial LP14,598$636.0K
United Services Automobile Association13,744$593.1K
Intech Investment Management LLC11,229$489.5K
TownSquare Capital, LLC8,357$364.3K
Sowell Financial Services LLC7,628$332.5K
CenterStar Asset Management, LLC6,843$298.4K
RSM US Wealth Management LLC5,540$241.5K
Wellington Management Group LLP5,224$227.7K
David R. Rahn & Associates Inc.4,778$208.3K
Paradigm Asset Management Co LLC3,800$165.6K
Walleye Trading LLC2,996$130.6K
Coldstream Capital Management Inc2,308$100.6K
Compass Wealth Management LLC1,215$53.0K
Hexagon Capital Partners LLC1,095$47.7K
Johnson Financial Group, Inc.951$41.5K
Wayfinding Financial, LLC342$14.0K
Farmers & Merchants Trust Co of Chambersburg PA238$10.0K
Quadrant Capital Group LLC125$5.45K
Key Financial Inc112$4.89K
Saudi Central Bank91$3.97K
Beacon Capital Management, LLC91$3.97K
Bokf, NA48$2.09K
Global Financial Private Client, LLC46$2.00K
Boston Private Wealth LLC30$1.31K
Mather Group, LLC.10$436
Salem Investment Counselors Inc8$349
Activest Wealth Management3$131
Cape Investment Advisory, Inc.2$87

Not filed for Q2 2025 yet (5)

Institutions that held Carlyle Group Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Wolf Group Capital Advisors39,722$1.73M
Orion Portfolio Solutions, LLC11,678$509.0K
Rakuten Investment Management, Inc.6,415$276.8K
Credit Agricole S A5,171$225.4K
Sandy Spring Bank2,562$109.9K