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 |
|---|---|---|---|---|---|
| DMG Group, LLC | 6,389 | $328.4K | 0.26% | −1,426−18.2% | Reduced |
| Wedmont Private Capital | 5,831 | $331.6K | 0.01% | +196+3.5% | Added |
| Colony Group, LLC | 6,457 | $331.9K | 0.00% | +1,023+18.8% | Added |
| Equitable Trust Co | 6,482 | $333.2K | 0.02% | −81,579−92.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,540 | $336.2K | 0.01% | −48−0.7% | Reduced |
| Advisor OS, LLC | 6,552 | $336.8K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,626 | $340.6K | 0.00% | +6,626 | New |
| Advisors Asset Management, Inc. | 6,726 | $345.7K | 0.01% | +6,726 | New |
| 1832 Asset Management L.P. | 6,735 | $346.2K | 0.00% | −2,970−30.6% | Reduced |
| Fayez Sarofim & Co | 6,849 | $352.0K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 7,007 | $360.2K | 0.07% | −419−5.6% | Reduced |
| SlateStone Wealth, LLC | 7,029 | $361.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $362.7K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 7,109 | $365.4K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,131 | $366.5K | 0.02% | −900−11.2% | Reduced |
| Summit Financial, LLC | 7,155 | $367.8K | 0.01% | +7,155 | New |
| Moneta Group Investment Advisors LLC | 7,189 | $369.5K | 0.00% | −800−10.0% | Reduced |
| Triangle Securities Wealth Management | 7,270 | $373.7K | 0.09% | −345−4.5% | Reduced |
| Empowered Funds, LLC | 7,278 | $374.1K | 0.00% | −40,959−84.9% | Reduced |
| Vident Advisory, LLC | 7,309 | $375.7K | 0.00% | +964+15.2% | Added |
| BFSG, LLC | 7,345 | $377.5K | 0.04% | +215+3.0% | Added |
| State of Wyoming | 7,348 | $377.7K | 0.05% | +7,348 | New |
| Everhart Financial Group, Inc. | 7,397 | $380.2K | 0.04% | +565+8.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,422 | $381.5K | 0.00% | +228+3.2% | Added |
| EdgeRock Capital LLC | 7,527 | $386.9K | 0.12% | +10.0% | Added |
| Shelton Capital Management | 7,560 | $388.6K | 0.01% | −185−2.4% | Reduced |
| Everence Capital Management Inc | 7,720 | $397.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,908 | $406.5K | 0.05% | +7,908 | New |
| PFG Investments, LLC | 7,996 | $411.0K | 0.02% | −63−0.8% | Reduced |
| Forum Financial Management, LP | 8,026 | $412.5K | 0.01% | +642+8.7% | Added |
| GAMMA Investing LLC | 8,042 | $413.4K | 0.03% | +1,778+28.4% | Added |
| Segment Wealth Management, LLC | 8,200 | $421.5K | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,283 | $425.7K | 0.00% | −16,717−66.9% | Reduced |
| SG Americas Securities, LLC | 8,310 | $427.0K | 0.00% | −239,526−96.6% | Reduced |
| E&G Advisors, LP | 8,600 | $442.0K | 0.11% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 8,940 | $459.5K | 0.00% | −9,858−52.4% | Reduced |
| Fiduciary Group LLC | 9,000 | $462.6K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,012 | $463.2K | 0.05% | +1,057+13.3% | Added |
| National Asset Management, Inc. | 9,238 | $474.8K | 0.02% | −3,516−27.6% | Reduced |
| Legacy Financial Advisors, Inc. | 9,427 | $484.5K | 0.08% | +9,427 | New |
| ProShare Advisors LLC | 9,453 | $485.9K | 0.00% | +461+5.1% | Added |
| CIBC World Markets Corp | 9,777 | $502.5K | 0.00% | −802−7.6% | Reduced |
| Old Mission Capital LLC | 9,780 | $502.7K | 0.01% | +9,780 | New |
| Aviva PLC | 9,916 | $509.7K | 0.00% | +1,969+24.8% | Added |
| Greenwood Capital Associates LLC | 10,012 | $514.6K | 0.06% | −211−2.1% | Reduced |
| Stonegate Investment Group, LLC | 10,077 | $518.0K | 0.01% | +1,566+18.4% | Added |
| Sterneck Capital Management, LLC | 10,469 | $538.1K | 0.27% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 10,513 | $540.4K | 0.05% | +30.0% | Added |
| NewEdge Wealth, LLC | 8,801 | $541.9K | 0.01% | +348+4.1% | Added |
| AXA S.A. | 10,578 | $543.7K | 0.00% | +135+1.3% | Added |
| TBH Global Asset Management, LLC | 10,625 | $546.1K | 0.12% | −1,148−9.8% | Reduced |
| J.W. Cole Advisors, Inc. | 10,703 | $550.1K | 0.01% | −253−2.3% | Reduced |
| Fort Sheridan Advisors LLC | 10,800 | $555.1K | 0.08% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 10,835 | $556.9K | 0.10% | +1,050+10.7% | Added |
| Carret Asset Management, LLC | 10,915 | $561.0K | 0.06% | −275−2.5% | Reduced |
| Diversify Advisory Services, LLC | 8,719 | $564.7K | 0.02% | +8,719 | New |
| Catalyst Capital Advisors LLC | 11,000 | $565.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,029 | $566.9K | 0.03% | +225+2.1% | Added |
| Retirement Planning Co of New England, Inc. | 11,171 | $574.2K | 0.26% | −132−1.2% | Reduced |
| Promethium Advisors,llc | 11,223 | $576.9K | 0.35% | −1,342−10.7% | Reduced |
| CWM, LLC | 11,262 | $579.0K | 0.00% | +3,833+51.6% | Added |
| HB Wealth Management, LLC | 11,278 | $579.7K | 0.00% | −759−6.3% | Reduced |
| McGowan Group Asset Management, Inc. | 11,457 | $588.9K | 0.07% | +294+2.6% | Added |
| Macquarie Group Ltd | 11,544 | $593.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,625 | $597.5K | 0.04% | −237−2.0% | Reduced |
| Verdence Capital Advisors LLC | 11,673 | $600.0K | 0.04% | +212+1.8% | Added |
| Gulf International Bank (UK) Ltd | 11,721 | $602.0K | 0.02% | −5,527−32.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,775 | $605.0K | 0.01% | +2,984+33.9% | Added |
| Brevan Howard Capital Management LP | 12,036 | $618.6K | 0.01% | +12,036 | New |
| Janus Henderson Group PLC | 12,173 | $625.6K | 0.00% | −821−6.3% | Reduced |
| Stiles Financial Services Inc | 12,174 | $626.0K | 0.22% | +48+0.4% | Added |
| Guinness Asset Management LTD | 12,417 | $638.2K | 0.01% | +288+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 12,549 | $645.0K | 0.00% | +2,527+25.2% | Added |
| Park Avenue Securities LLC | 12,682 | $652.0K | 0.01% | +1,379+12.2% | Added |
| Maryland State Retirement & Pension System | 12,711 | $653.3K | 0.01% | +2,479+24.2% | Added |
| Davenport & Co LLC | 12,731 | $654.4K | 0.00% | +758+6.3% | Added |
| Edmond de Rothschild Holding S.A. | 12,941 | $665.2K | 0.01% | −179,716−93.3% | Reduced |
| Sym Financial Corp | 12,985 | $667.4K | 0.07% | −2,021−13.5% | Reduced |
| Segall Bryant & Hamill, LLC | 13,000 | $668.2K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 13,004 | $668.4K | 0.04% | +13,004 | New |
| ASR Vermogensbeheer N.V. | 13,186 | $677.7K | 0.01% | −39−0.3% | Reduced |
| Thoroughbred Financial Services, LLC | 13,663 | $702.0K | 0.05% | −2,876−17.4% | Reduced |
| US Bancorp | 13,724 | $705.4K | 0.00% | −5,012−26.8% | Reduced |
| First Manhattan Co | 14,075 | $723.5K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,148 | $727.2K | 0.00% | +61+0.4% | Added |
| Stablepoint Partners, LLC | 14,560 | $748.4K | 0.13% | +1,383+10.5% | Added |
| Stamos Capital Partners, L.P. | 14,707 | $755.9K | 0.14% | +5,618+61.8% | Added |
| Brinker Capital Investments, LLC | 15,022 | $772.1K | 0.01% | +3,344+28.6% | Added |
| Aster Capital Management (DIFC) Ltd | 15,355 | $789.2K | 0.18% | +15,355 | New |
| Avanza Fonder AB | 15,407 | $791.9K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 15,480 | $795.7K | 0.02% | +5,411+53.7% | Added |
| Arete Wealth Advisors, LLC | 15,658 | $805.0K | 0.06% | −98−0.6% | Reduced |
| Baldwin Brothers Inc | 15,720 | $808.0K | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 16,212 | $833.3K | 0.30% | +4,692+40.7% | Added |
| Securian Asset Management, Inc | 16,226 | $834.0K | 0.02% | +273+1.7% | Added |
| Pathstone Holdings, LLC | 16,359 | $840.9K | 0.00% | +9,441+136.5% | Added |
| Synovus Financial Corp | 16,417 | $843.8K | 0.01% | +281+1.7% | Added |
| O'Rourke & Company, Inc | 16,508 | $848.5K | 0.40% | −678−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,848 | $866.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 17,111 | $879.5K | 0.01% | +415+2.5% | Added |