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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 1 | $52 | 0.00% | +1 | New |
| Birchbrook, Inc. | 53 | $65 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 121 | $148 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $154 | 0.00% | −27−90.0% | Reduced |
| MV Capital Management, Inc. | 4 | $206 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $257 | 0.00% | +5 | New |
| Pacer Advisors, Inc. | 6 | $308 | 0.00% | −13,308−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $308 | 0.00% | +5+500.0% | Added |
| Financial Management Professionals, Inc. | 7 | $360 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $360 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 10 | $514 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 11 | $565 | 0.00% | −561−98.1% | Reduced |
| Total Investment Management Inc | 11 | $565 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 11 | $566 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 13 | $668 | 0.00% | +8+160.0% | Added |
| Valued Wealth Advisors LLC | 14 | $720 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $720 | 0.00% | +6+75.0% | Added |
| WealthTrak Capital Management LLC | 15 | $771 | 0.00% | −20−57.1% | Reduced |
| Parkworth Wealth Management, Inc. | 15 | $771 | 0.00% | +10+200.0% | Added |
| Cromwell Holdings LLC | 18 | $925 | 0.00% | 00.0% | Unchanged |
| Tobam | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.09K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 23 | $1.18K | 0.00% | −14−37.8% | Reduced |
| Insight Financial Services | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.28K | 0.00% | −21−45.7% | Reduced |
| Versant Capital Management, Inc | 31 | $1.59K | 0.00% | +31 | New |
| Principia Wealth Advisory, LLC | 34 | $1.75K | 0.00% | +19+126.7% | Added |
| Trifecta Capital Advisors, LLC | 34 | $1.75K | 0.00% | +34 | New |
| Hughes Financial Services, LLC | 28 | $1.76K | 0.00% | −20−41.7% | Reduced |
| WPG Advisers, LLC | 35 | $1.80K | 0.00% | −36−50.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1.80K | 0.00% | +35 | New |
| Foster Dykema Cabot & Partners, LLC | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 41 | $2.11K | 0.00% | −22−34.9% | Reduced |
| True Wealth Design, LLC | 44 | $2.26K | 0.00% | +34+340.0% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $2.31K | 0.00% | +6+15.4% | Added |
| Private Wealth Management Group, LLC | 54 | $2.78K | 0.00% | −54−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 55 | $2.81K | 0.00% | +36+189.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 66 | $2.86K | 0.00% | +66 | New |
| Avion Wealth | 60 | $3.00K | 0.00% | +16+36.4% | Added |
| Mount Yale Investment Advisors, LLC | 65 | $3.34K | 0.00% | +65 | New |
| South State Corp. | 79 | $4.06K | 0.00% | +13+19.7% | Added |
| Ossiam | 90 | $4.63K | 0.00% | −2,780−96.9% | Reduced |
| Vision Financial Markets LLC | 102 | $5.22K | 0.00% | +1+1.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $5.35K | 0.00% | −13−11.1% | Reduced |
| Parkside Financial Bank & Trust | 105 | $5.40K | 0.00% | −21−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 116 | $5.41K | 0.00% | −68−37.0% | Reduced |
| Bruce G. Allen Investments, LLC | 120 | $6.17K | 0.00% | −75−38.5% | Reduced |
| Ronald Blue Trust, Inc. | 125 | $6.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 170 | $8.74K | 0.00% | +21+14.1% | Added |
| Bell Investment Advisors, Inc | 170 | $8.74K | 0.00% | +41+31.8% | Added |
| Colonial Trust Co | 171 | $8.79K | 0.00% | +33+23.9% | Added |
| Riggs Asset Managment Co. Inc. | 182 | $9.36K | 0.00% | −2,739−93.8% | Reduced |
| AdvisorNet Financial, Inc | 199 | $10.2K | 0.00% | −20−9.1% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 203 | $10.4K | 0.00% | +42+26.1% | Added |
| Binnacle Investments Inc | 211 | $10.8K | 0.01% | +7+3.4% | Added |
| Clark Wealth Partners | 226 | $11.6K | 0.01% | −369−62.0% | Reduced |
| Acadian Asset Management LLC | 237 | $12.0K | 0.00% | −218−47.9% | Reduced |
| Darwin Advisors, LLC | 239 | $12.3K | 0.00% | +239 | New |
| MAI Capital Management | 249 | $12.8K | 0.00% | −598−70.6% | Reduced |
| Atticus Wealth Management, LLC | 250 | $12.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $12.8K | 0.00% | +250 | New |
| Hemington Wealth Management | 272 | $13.0K | 0.00% | +59+27.7% | Added |
| Signaturefd, LLC | 262 | $13.5K | 0.00% | −33−11.2% | Reduced |
| NBT Bank N A | 266 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 277 | $14.2K | 0.00% | +137+97.9% | Added |
| TSFG, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 297 | $15.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 337 | $17.0K | 0.01% | +31+10.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 292 | $18.9K | 0.01% | +292 | New |
| First Horizon Advisors, Inc. | 385 | $19.8K | 0.00% | +68+21.5% | Added |
| Parallel Advisors, LLC | 393 | $20.2K | 0.00% | +7+1.8% | Added |
| Capital Advisors, Ltd. LLC | 399 | $21.0K | 0.00% | +9+2.3% | Added |
| Global X Japan Co., Ltd. | 426 | $21.9K | 0.00% | −165−27.9% | Reduced |
| Rise Advisors, LLC | 439 | $22.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 441 | $22.7K | 0.00% | +281+175.6% | Added |
| SRS Capital Advisors, Inc. | 454 | $23.4K | 0.00% | −146−24.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 491 | $25.2K | 0.01% | +83+20.3% | Added |
| Allworth Financial LP | 498 | $25.6K | 0.00% | +299+150.3% | Added |
| Golden State Wealth Management, LLC | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $25.7K | 0.02% | +500 | New |
| Global Retirement Partners, LLC | 502 | $25.8K | 0.00% | +502 | New |
| Smartleaf Asset Management LLC | 512 | $26.2K | 0.00% | −646−55.8% | Reduced |
| Main Street Group, LTD | 568 | $29.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 487 | $29.3K | 0.01% | −46−8.6% | Reduced |
| Massmutual Trust Co FSB | 582 | $29.9K | 0.00% | +96+19.8% | Added |
| Private Trust Co NA | 590 | $30.3K | 0.00% | −46−7.2% | Reduced |
| Essential Partners LLC | 590 | $30.3K | 0.01% | +590 | New |
| Kestra Investment Management, LLC | 647 | $31.0K | 0.00% | +357+123.1% | Added |
| Raffa Wealth Management, LLC | 653 | $33.6K | 0.01% | +653 | New |
| Geneos Wealth Management Inc. | 665 | $34.2K | 0.00% | +15+2.3% | Added |
| NewSquare Capital LLC | 667 | $34.3K | 0.00% | −206−23.6% | Reduced |
| Ameritas Advisory Services, LLC | 737 | $37.9K | 0.00% | +737 | New |
| Optiver Holding B.V. | 799 | $41.1K | 0.00% | +799 | New |
| CVA Family Office, LLC | 865 | $44.5K | 0.01% | −17−1.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 882 | $45.3K | 0.00% | −418−32.2% | Reduced |
| LRI Investments, LLC | 897 | $46.1K | 0.00% | +897 | New |
| Bartlett & Co. Wealth Management LLC | 1,001 | $51.4K | 0.00% | 00.0% | Unchanged |