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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 17,193 | $883.7K | 0.01% | −231−1.3% | Reduced |
| Quantinno Capital Management LP | 17,201 | $884.1K | 0.00% | +17,201 | New |
| Sterling Capital Management LLC | 17,409 | $894.8K | 0.01% | +5,237+43.0% | Added |
| Jain Global LLC | 17,555 | $902.3K | 0.01% | +17,555 | New |
| Mercer Global Advisors Inc | 17,596 | $904.5K | 0.00% | −1,862−9.6% | Reduced |
| Arkadios Wealth Advisors | 17,647 | $907.0K | 0.03% | −551−3.0% | Reduced |
| Kestra Advisory Services, LLC | 17,678 | $908.7K | 0.00% | −3,050−14.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,168 | $933.8K | 0.00% | −10,433−36.5% | Reduced |
| Journey Strategic Wealth LLC | 18,240 | $937.5K | 0.03% | +5,236+40.3% | Added |
| QRG Capital Management, Inc. | 18,374 | $944.4K | 0.01% | −2,455−11.8% | Reduced |
| TD Waterhouse Canada Inc. | 18,275 | $965.0K | 0.01% | +1,395+8.3% | Added |
| Daymark Wealth Partners, LLC | 18,909 | $971.9K | 0.04% | +8,895+88.8% | Added |
| Garrison Bradford & Associates Inc | 18,943 | $973.7K | 1.08% | +3,850+25.5% | Added |
| SMH Capital Advisors Inc | 19,052 | $979.3K | 2.22% | −374−1.9% | Reduced |
| Daiwa Securities Group Inc. | 19,173 | $985.0K | 0.00% | +500+2.7% | Added |
| Blair William & Co | 19,179 | $985.8K | 0.00% | −2,274−10.6% | Reduced |
| Intrepid Capital Management Inc | 19,245 | $989.2K | 0.40% | +1,053+5.8% | Added |
| Nordea Investment Management AB | 19,780 | $1.01M | 0.00% | +2,390+13.7% | Added |
| Federated Hermes, Inc. | 19,891 | $1.02M | 0.00% | −92−0.5% | Reduced |
| Creative Planning | 19,976 | $1.03M | 0.00% | +4,816+31.8% | Added |
| Hoertkorn Richard Charles | 20,000 | $1.03M | 0.44% | −4,000−16.7% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $1.03M | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 20,570 | $1.06M | 0.34% | +11,153+118.4% | Added |
| Carson Advisory Inc. | 20,726 | $1.07M | 0.68% | +2,300+12.5% | Added |
| ISAM Funds (UK) Ltd | 20,815 | $1.07M | 0.23% | +13,300+177.0% | Added |
| Apollon Wealth Management, LLC | 22,737 | $1.17M | 0.02% | +2,589+12.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,842 | $1.17M | 0.01% | −725−3.1% | Reduced |
| Pinebridge Investments, L.P. | 22,846 | $1.17M | 0.01% | +4,806+26.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,638 | $1.21M | 0.00% | +10,709+98.0% | Added |
| Atria Investments LLC | 23,605 | $1.21M | 0.01% | −2,078−8.1% | Reduced |
| New York Life Investment Management LLC | 23,721 | $1.22M | 0.01% | −1,127−4.5% | Reduced |
| State of Alaska, Department of Revenue | 23,950 | $1.23M | 0.01% | −770−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 24,025 | $1.23M | 0.05% | −6,993−22.5% | Reduced |
| JustInvest LLC | 24,268 | $1.25M | 0.01% | +3,738+18.2% | Added |
| Bank of Nova Scotia | 24,470 | $1.26M | 0.00% | +24,470 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,699 | $1.27M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,872 | $1.28M | 0.01% | −2,400−8.8% | Reduced |
| OP Asset Management Ltd | 25,738 | $1.32M | 0.02% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 26,063 | $1.34M | 0.30% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,529 | $1.36M | 0.00% | +2,709+11.4% | Added |
| Zhang Financial LLC | 26,608 | $1.37M | 0.06% | +6,276+30.9% | Added |
| Jeppson Wealth Management, LLC | 26,709 | $1.37M | 0.47% | −413−1.5% | Reduced |
| Swedbank AB | 26,842 | $1.38M | 0.00% | +26,842 | New |
| Kestra Private Wealth Services, LLC | 26,867 | $1.38M | 0.02% | +3,160+13.3% | Added |
| Elo Mutual Pension Insurance Co | 26,879 | $1.38M | 0.03% | +1,750+7.0% | Added |
| Captrust Financial Advisors | 27,115 | $1.39M | 0.00% | +13,090+93.3% | Added |
| Tocqueville Asset Management L.P. | 27,850 | $1.43M | 0.02% | +27,850 | New |
| Moody National Bank Trust Division | 28,505 | $1.47M | 0.13% | +534+1.9% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.48M | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 29,044 | $1.49M | 0.01% | +729+2.6% | Added |
| Voya Investment Management LLC | 29,219 | $1.50M | 0.00% | +1,883+6.9% | Added |
| MML Investors Services, LLC | 30,272 | $1.56M | 0.00% | +3,454+12.9% | Added |
| STRS Ohio | 31,570 | $1.62M | 0.01% | +2,590+8.9% | Added |
| Amica Mutual Insurance Co | 31,766 | $1.63M | 0.16% | −3,483−9.9% | Reduced |
| Illinois Municipal Retirement Fund | 31,811 | $1.64M | 0.02% | +31,811 | New |
| Meketa Investment Group Inc | 31,869 | $1.64M | 4.96% | −91,985−74.3% | Reduced |
| Mariner, LLC | 32,976 | $1.69M | 0.00% | −7,749−19.0% | Reduced |
| The PNC Financial Services Group, Inc. | 34,163 | $1.76M | 0.00% | +4,160+13.9% | Added |
| Park Circle Co | 34,765 | $1.79M | 1.53% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 35,483 | $1.82M | 0.05% | +8,079+29.5% | Added |
| Teacher Retirement System of Texas | 35,635 | $1.83M | 0.01% | +1,654+4.9% | Added |
| Tredje AP-fonden | 36,007 | $1.85M | 0.01% | +18,989+111.6% | Added |
| British Columbia Investment Management Corp | 36,934 | $1.90M | 0.01% | −7,528−16.9% | Reduced |
| Diversified Trust Co | 37,346 | $1.92M | 0.04% | −2,990−7.4% | Reduced |
| Truist Financial Corp | 37,434 | $1.92M | 0.00% | −656−1.7% | Reduced |
| Hilltop Holdings Inc. | 37,697 | $1.94M | 0.12% | −754−2.0% | Reduced |
| Bleakley Financial Group, LLC | 38,283 | $1.97M | 0.05% | −1,388−3.5% | Reduced |
| Utah Retirement Systems | 38,324 | $1.97M | 0.02% | +2,224+6.2% | Added |
| Sanctuary Advisors, LLC | 38,749 | $1.99M | 0.01% | +994+2.6% | Added |
| Xponance, Inc. | 39,059 | $2.01M | 0.02% | +2,292+6.2% | Added |
| Ameritas Investment Partners, Inc. | 41,522 | $2.13M | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 42,023 | $2.14M | 0.00% | +263+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 42,103 | $2.16M | 0.02% | −705−1.6% | Reduced |
| New Mexico Educational Retirement Board | 43,600 | $2.24M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 43,686 | $2.25M | 0.04% | +800+1.9% | Added |
| Gotham Asset Management, LLC | 43,727 | $2.25M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 44,246 | $2.27M | 0.00% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 45,000 | $2.31M | 0.67% | +1,500+3.4% | Added |
| Swiss Life Asset Management Ltd | 45,717 | $2.35M | 0.01% | +23,226+103.3% | Added |
| Sierra Capital LLC | 47,513 | $2.44M | 0.28% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 47,573 | $2.45M | 0.04% | +652+1.4% | Added |
| Neuberger Berman Group LLC | 47,788 | $2.46M | 0.00% | −27,338−36.4% | Reduced |
| IFM Investors Pty Ltd | 48,590 | $2.50M | 0.02% | +2,645+5.8% | Added |
| CI Private Wealth, LLC | 49,111 | $2.52M | 0.00% | −600−1.2% | Reduced |
| Twin Capital Management Inc | 50,137 | $2.58M | 0.27% | +1,630+3.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,265 | $2.58M | 0.02% | +8,500+20.4% | Added |
| State of Michigan Retirement System | 51,200 | $2.63M | 0.01% | +700+1.4% | Added |
| GFG Capital, LLC | 51,253 | $2.63M | 0.79% | +5,533+12.1% | Added |
| Handelsbanken Fonder AB | 51,300 | $2.64M | 0.01% | −6,000−10.5% | Reduced |
| HighTower Advisors, LLC | 52,206 | $2.68M | 0.00% | −4,767−8.4% | Reduced |
| Franklin Resources Inc | 52,384 | $2.69M | 0.00% | −1,590−2.9% | Reduced |
| Andra AP-fonden | 54,000 | $2.78M | 0.04% | −71,217−56.9% | Reduced |
| Integrated Advisors Network LLC | 54,150 | $2.78M | 0.13% | +54,150 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,744 | $2.81M | 0.01% | +4,299+8.5% | Added |
| Dark Forest Capital Management LP | 56,326 | $2.90M | 0.12% | +24,138+75.0% | Added |
| Coastal Bridge Advisors, LLC | 59,105 | $3.04M | 0.25% | −434−0.7% | Reduced |
| Toronto Dominion Bank | 59,560 | $3.06M | 0.01% | +8,146+15.8% | Added |
| Louisiana State Employees Retirement System | 59,900 | $3.08M | 0.06% | +800+1.4% | Added |
| Cetera Investment Advisers | 61,721 | $3.17M | 0.01% | +10,843+21.3% | Added |
| Woodbridge Co Ltd | 63,000 | $3.24M | 0.01% | +63,000 | New |