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 |
|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | 1,003 | $51.6K | 0.04% | +1,003 | New |
| Retirement Wealth Solutions LLC | 1,117 | $57.4K | 0.04% | +88+8.6% | Added |
| Farther Finance Advisors, LLC | 1,150 | $59.1K | 0.00% | +177+18.2% | Added |
| CIBC Private Wealth Group, LLC | 1,200 | $61.7K | 0.00% | −677−36.1% | Reduced |
| Rothschild Investment LLC | 1,255 | $64.5K | 0.00% | +25+2.0% | Added |
| Bryn Mawr Trust Co | 1,331 | $68.4K | 0.00% | −260−16.3% | Reduced |
| Ostrum Asset Management | 1,400 | $72.0K | 0.00% | −41−2.8% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $73.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 680 | $77.9K | 0.00% | −447−39.7% | Reduced |
| Valley National Advisers Inc | 1,520 | $78.0K | 0.01% | +363+31.4% | Added |
| EverSource Wealth Advisors, LLC | 1,554 | $79.9K | 0.00% | +376+31.9% | Added |
| Bogart Wealth, LLC | 1,560 | $80.2K | 0.00% | +13+0.8% | Added |
| Iron Horse Wealth Management, LLC | 1,664 | $85.5K | 0.03% | +1,664 | New |
| Principal Securities, Inc. | 1,687 | $86.7K | 0.00% | +284+20.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $87.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,703 | $88.0K | 0.00% | +1,639+2,560.9% | Added |
| Huntington National Bank | 1,787 | $91.9K | 0.00% | +65+3.8% | Added |
| Optimum Investment Advisors | 1,800 | $92.5K | 0.04% | −400−18.2% | Reduced |
| Quest Partners LLC | 1,937 | $99.6K | 0.01% | +433+28.8% | Added |
| Sunbelt Securities, Inc. | 2,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,045 | $105.0K | 0.00% | +2,045 | New |
| Wellington Shields & Co., LLC | 2,098 | $107.9K | 0.03% | −217−9.4% | Reduced |
| Ramirez Asset Management, Inc. | 2,100 | $107.9K | 0.02% | −200−8.7% | Reduced |
| Central Trust Co | 2,120 | $109.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,231 | $114.7K | 0.06% | +17+0.8% | Added |
| Bessemer Group Inc | 2,381 | $122.0K | 0.00% | +1,164+95.6% | Added |
| Atlantic Union Bankshares Corp | 2,562 | $129.6K | 0.00% | +2,562 | New |
| North Capital, Inc. | 2,843 | $146.1K | 0.13% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,000 | $154.2K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,086 | $159.0K | 0.23% | −456−12.9% | Reduced |
| Leonteq Securities AG | 3,146 | $161.7K | 0.01% | −527−14.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,155 | $162.2K | 0.01% | +641+25.5% | Added |
| Larson Financial Group LLC | 3,287 | $169.0K | 0.01% | +891+37.2% | Added |
| Western Pacific Wealth Management, LP | 3,356 | $172.5K | 0.17% | +9+0.3% | Added |
| Ci Investments Inc. | 3,698 | $190.0K | 0.00% | −979−20.9% | Reduced |
| Umb Bank N A | 3,792 | $194.9K | 0.00% | +347+10.1% | Added |
| Skopos Labs, Inc. | 3,825 | $196.6K | 0.03% | +2,763+260.2% | Added |
| National Pension Service | 3,828 | $196.8K | 0.00% | +2,959+340.5% | Added |
| FJ Capital Management LLC | 3,946 | $202.8K | 0.02% | +3,946 | New |
| Baltimore-Washington Financial Advisors, Inc. | 3,949 | $203.0K | 0.01% | +3,949 | New |
| Guggenheim Capital LLC | 3,969 | $204.0K | 0.00% | +3,969 | New |
| Breed's Hill Capital LLC | 4,000 | $205.6K | 0.10% | +4,000 | New |
| UniSuper Management Pty Ltd | 4,000 | $205.6K | 0.00% | +4,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $206.0K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,528 | $206.4K | 0.07% | +3,528 | New |
| Whetstone Capital Advisors, LLC | 4,093 | $210.4K | 0.06% | +4,093 | New |
| Federation des caisses Desjardins du Quebec | 4,163 | $214.3K | 0.00% | +3,123+300.3% | Added |
| Absolute Gestao de Investimentos Ltda. | 4,235 | $217.7K | 0.07% | +4,235 | New |
| Tranquility Partners, LLC | 4,242 | $218.0K | 0.08% | +4,242 | New |
| Mirador Capital Partners LP | 4,243 | $218.1K | 0.04% | +4,243 | New |
| Merit Financial Group, LLC | 4,246 | $218.3K | 0.00% | +4,246 | New |
| Pictet & Cie (Europe) SA | 4,250 | $218.4K | 0.00% | +4,250 | New |
| Tower Research Capital LLC (TRC) | 4,361 | $224.2K | 0.01% | −7,170−62.2% | Reduced |
| Snowden Capital Advisors LLC | 4,403 | $226.3K | 0.01% | +4,403 | New |
| Barrett & Company, Inc. | 4,406 | $226.5K | 0.08% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 4,415 | $226.9K | 0.20% | +4,415 | New |
| Integrated Wealth Concepts LLC | 4,419 | $227.2K | 0.00% | −1,154−20.7% | Reduced |
| Regatta Capital Group, LLC | 4,431 | $227.8K | 0.04% | −713−13.9% | Reduced |
| EntryPoint Capital, LLC | 4,452 | $228.8K | 0.11% | +4,452 | New |
| International Assets Investment Management, LLC | 4,458 | $229.1K | 0.02% | +4,458 | New |
| Schroder Investment Management Group | 4,486 | $230.6K | 0.00% | −13,271−74.7% | Reduced |
| Herold Advisors, Inc. | 4,500 | $231.3K | 0.05% | +4,500 | New |
| Profund Advisors LLC | 4,528 | $232.7K | 0.01% | −258−5.4% | Reduced |
| Investment Partners Asset Management, Inc. | 4,528 | $232.7K | 0.16% | +4,528 | New |
| Vestcor Inc | 4,543 | $234.0K | 0.01% | −21−0.5% | Reduced |
| American Trust | 4,564 | $234.6K | 0.02% | +4,564 | New |
| Allspring Global Investments Holdings, LLC | 4,465 | $235.8K | 0.00% | +4,465 | New |
| Meiji Yasuda Life Insurance Co | 4,679 | $240.5K | 0.01% | +4,679 | New |
| Stelac Advisory Services LLC | 4,686 | $240.9K | 0.09% | +2,108+81.8% | Added |
| We Are One Seven, LLC | 4,725 | $242.9K | 0.01% | +4,725 | New |
| Robertson Stephens Wealth Management, LLC | 4,749 | $244.1K | 0.01% | +4,749 | New |
| M&T Bank Corp | 4,835 | $248.5K | 0.00% | −350−6.8% | Reduced |
| Twin Tree Management, LP | 4,909 | $252.3K | 0.01% | +4,909 | New |
| Center For Asset Management LLC | 5,033 | $254.3K | 0.16% | +374+8.0% | Added |
| Harbor Investment Advisory, LLC | 5,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,013 | $257.7K | 0.19% | +393+8.5% | Added |
| Fort Point Capital Partners LLC | 5,025 | $258.3K | 0.03% | −200−3.8% | Reduced |
| KRS Capital Management, LLC | 5,120 | $263.2K | 0.18% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,136 | $264.0K | 0.01% | +13+0.3% | Added |
| Cary Street Partners Financial LLC | 5,243 | $269.5K | 0.01% | −20−0.4% | Reduced |
| Private Advisor Group, LLC | 5,308 | $272.8K | 0.00% | −475−8.2% | Reduced |
| Dynamic Advisor Solutions LLC | 5,320 | $273.4K | 0.01% | +173+3.4% | Added |
| Cassaday & Co Wealth Management LLC | 5,363 | $275.7K | 0.01% | +5,363 | New |
| Warren Averett Asset Management, LLC | 5,373 | $276.2K | 0.00% | +202+3.9% | Added |
| Spire Wealth Management | 5,460 | $280.6K | 0.01% | +95+1.8% | Added |
| GWM Advisors LLC | 5,516 | $283.5K | 0.00% | +2,904+111.2% | Added |
| Prentice Wealth Management LLC | 5,616 | $288.7K | 0.08% | −204−3.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,631 | $289.4K | 0.02% | −35−0.6% | Reduced |
| Investment Management Corp of Ontario | 5,709 | $293.4K | 0.00% | −900−13.6% | Reduced |
| Hamilton Capital Partners Inc. | 5,845 | $300.4K | 0.02% | −2,692−31.5% | Reduced |
| MJP Associates Inc | 5,864 | $301.4K | 0.04% | +574+10.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,866 | $301.5K | 0.01% | −2,581−30.6% | Reduced |
| Pictet North America Advisors SA | 5,950 | $305.8K | 0.03% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 6,000 | $308.4K | 0.21% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,000 | $308.4K | 0.01% | +6,000 | New |
| Spirit of America Management Corp | 6,050 | $311.0K | 0.06% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,100 | $313.5K | 0.10% | +400+7.0% | Added |
| Jones Financial Companies LLLP | 6,149 | $314.7K | 0.00% | +1,077+21.2% | Added |
| Visionary Wealth Advisors | 6,259 | $321.7K | 0.02% | +30.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $327.2K | 0.00% | 00.0% | Unchanged |