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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 63,290 | $3.25M | 0.87% | +1,379+2.2% | Added |
| PEAK6 LLC | 63,685 | $3.27M | 0.11% | +63,685 | New |
| Aquatic Capital Management LLC | 65,016 | $3.34M | 0.07% | +65,016 | New |
| Ensign Peak Advisors, Inc | 65,292 | $3.36M | 0.01% | −2,050−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 67,580 | $3.47M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 69,561 | $3.52M | 0.00% | +50,095+257.3% | Added |
| Arizona State Retirement System | 68,570 | $3.52M | 0.02% | +1,343+2.0% | Added |
| Kerusso Capital Management LLC | 69,573 | $3.58M | 2.21% | +36+0.1% | Added |
| Miller Value Partners, LLC | 70,000 | $3.60M | 1.53% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 74,943 | $3.64M | 0.01% | +32,308+75.8% | Added |
| Schonfeld Strategic Advisors LLC | 71,336 | $3.67M | 0.03% | +63,926+862.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 72,029 | $3.70M | 0.02% | −2,192−3.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 72,682 | $3.73M | 0.02% | +5,253+7.8% | Added |
| Janney Montgomery Scott LLC | 73,030 | $3.75M | 0.01% | −310−0.4% | Reduced |
| Susquehanna International Group, LLP | 73,802 | $3.79M | 0.01% | −57,018−43.6% | Reduced |
| Yousif Capital Management, LLC | 74,907 | $3.85M | 0.04% | −302−0.4% | Reduced |
| one8zero8, LLC | 75,230 | $3.87M | 0.91% | −1,530−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 75,368 | $3.87M | 0.01% | +673+0.9% | Added |
| State of New Jersey Common Pension Fund D | 76,149 | $3.91M | 0.02% | +2,598+3.5% | Added |
| KLP Kapitalforvaltning AS | 76,800 | $3.95M | 0.02% | +6,000+8.5% | Added |
| Point72 Europe (London) LLP | 77,800 | $4.00M | 0.21% | +77,800 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,834 | $4.15M | 0.01% | −61,603−43.2% | Reduced |
| Stanley-Laman Group, Ltd. | 81,038 | $4.17M | 0.62% | −6,579−7.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 81,185 | $4.17M | 0.23% | −2,270−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 81,195 | $4.17M | 0.01% | +13,781+20.4% | Added |
| KBC Group NV | 82,846 | $4.26M | 0.01% | +21,583+35.2% | Added |
| Fifth Third Bancorp | 83,297 | $4.28M | 0.01% | −7,183−7.9% | Reduced |
| State of Tennessee, Treasury Department | 87,232 | $4.48M | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 87,237 | $4.48M | 0.01% | +9,218+11.8% | Added |
| Asset Management One Co.,Ltd. | 87,601 | $4.50M | 0.01% | −2,328−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 88,795 | $4.56M | 0.01% | +4,639+5.5% | Added |
| Wellington Shields Capital Management, LLC | 89,452 | $4.60M | 0.78% | +8,894+11.0% | Added |
| Congress Wealth Management LLC | 89,608 | $4.61M | 0.04% | +89,608 | New |
| Sound Income Strategies, LLC | 89,667 | $4.61M | 0.26% | +89,667 | New |
| Stephens Inc | 89,499 | $4.63M | 0.06% | −600−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 93,076 | $4.78M | 0.00% | −1,234−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 78,407 | $4.79M | 0.14% | −88−0.1% | Reduced |
| La Banque Postale Asset Management SA | 94,089 | $4.84M | 0.07% | +94,089 | New |
| SEI Investments Co | 94,565 | $4.86M | 0.01% | +12,701+15.5% | Added |
| Forsta Ap-Fonden | 94,700 | $4.87M | 0.03% | +37,600+65.8% | Added |
| Capital International Inc | 95,772 | $4.92M | 0.05% | +48,622+103.1% | Added |
| Northwestern Mutual Wealth Management Co | 96,226 | $4.95M | 0.00% | +8,367+9.5% | Added |
| Texas Yale Capital Corp. | 96,699 | $4.97M | 0.16% | +905+0.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 99,739 | $5.13M | 0.05% | +20,215+25.4% | Added |
| Amalgamated Bank | 100,436 | $5.16M | 0.04% | +3,224+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,330 | $5.36M | 0.01% | +15,006+16.8% | Added |
| Mutual of America Capital Management LLC | 105,961 | $5.45M | 0.06% | −2,653−2.4% | Reduced |
| TD Asset Management Inc | 106,373 | $5.47M | 0.00% | −2,870−2.6% | Reduced |
| Citigroup Inc | 106,709 | $5.48M | 0.00% | −516,731−82.9% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $5.50M | 0.07% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 107,039 | $5.50M | 0.24% | −35,132−24.7% | Reduced |
| Royal London Asset Management Ltd | 107,463 | $5.52M | 0.01% | −3,512−3.2% | Reduced |
| City of London Investment Management Co Ltd | 108,837 | $5.59M | 0.52% | 00.0% | Unchanged |
| HSBC Holdings PLC | 118,623 | $6.10M | 0.00% | +12,607+11.9% | Added |
| Pictet Asset Management Holding SA | 119,927 | $6.16M | 0.01% | +4,736+4.1% | Added |
| Treasurer of the State of North Carolina | 122,168 | $6.28M | 0.02% | +18,997+18.4% | Added |
| APG Asset Management N.V. | 146,400 | $6.41M | 0.02% | +4,200+3.0% | Added |
| State of Wisconsin Investment Board | 127,288 | $6.54M | 0.02% | −4,324−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 137,454 | $7.07M | 0.02% | +37,663+37.7% | Added |
| American Century Companies Inc | 141,068 | $7.25M | 0.00% | +72,183+104.8% | Added |
| Winslow Asset Management Inc | 143,881 | $7.39M | 1.49% | +13,832+10.6% | Added |
| Danske Bank A/S | 144,209 | $7.41M | 0.02% | +50,706+54.2% | Added |
| AQR Capital Management LLC | 149,408 | $7.68M | 0.01% | +92,073+160.6% | Added |
| State Board of Administration of Florida Retirement System | 150,498 | $7.74M | 0.01% | +2,240+1.5% | Added |
| Galvin, Gaustad & Stein, LLC | 150,960 | $7.76M | 0.67% | +150,960 | New |
| Cinctive Capital Management LP | 153,541 | $7.89M | 0.44% | +153,541 | New |
| Standard Life Aberdeen plc | 154,893 | $7.96M | 0.01% | +14,851+10.6% | Added |
| LPL Financial LLC | 159,280 | $8.19M | 0.00% | −14,365−8.3% | Reduced |
| Comerica Bank | 159,502 | $8.20M | 0.03% | −89,032−35.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 160,001 | $8.22M | 0.04% | +1,507+1.0% | Added |
| Gator Capital Management, LLC | 161,535 | $8.30M | 2.59% | −600−0.4% | Reduced |
| Trexquant Investment LP | 163,642 | $8.41M | 0.09% | +163,642 | New |
| Price T Rowe Associates Inc | 168,365 | $8.65M | 0.00% | +20,063+13.5% | Added |
| Jefferies Financial Group Inc. | 175,000 | $8.99M | 0.15% | +175,000 | New |
| New York State Common Retirement Fund | 178,395 | $9.17M | 0.01% | +17,500+10.9% | Added |
| Van Eck Associates Corp | 179,572 | $9.23M | 0.01% | +17,211+10.6% | Added |
| Wesbanco Bank Inc | 183,506 | $9.43M | 0.28% | +5,615+3.2% | Added |
| SOL Capital Management CO | 186,570 | $9.59M | 0.93% | +8,085+4.5% | Added |
| Stifel Financial Corp | 190,250 | $9.78M | 0.01% | +268+0.1% | Added |
| Thrivent Financial for Lutherans | 195,018 | $10.0M | 0.02% | −184,246−48.6% | Reduced |
| National Bank of Canada | 198,498 | $10.2M | 0.01% | +8,707+4.6% | Added |
| Channing Capital Management, LLC | 203,370 | $10.5M | 0.29% | +26,957+15.3% | Added |
| Sit Investment Associates Inc | 207,235 | $10.7M | 0.23% | −100.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,132 | $10.7M | 0.01% | +31,280+17.7% | Added |
| Bank of Montreal | 211,607 | $10.9M | 0.01% | −3,541−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 212,902 | $10.9M | 0.08% | −5,290−2.4% | Reduced |
| Lazard Asset Management LLC | 218,682 | $11.2M | 0.02% | −3,555−1.6% | Reduced |
| Korea Investment CORP | 221,196 | $11.4M | 0.03% | +79,030+55.6% | Added |
| MetLife Investment Management | 221,951 | $11.4M | 0.07% | +8,072+3.8% | Added |
| Victory Capital Management Inc | 249,578 | $12.8M | 0.01% | −11,363−4.4% | Reduced |
| Brown Advisory Inc | 259,854 | $13.4M | 0.02% | −43,951−14.5% | Reduced |
| Retirement Systems of Alabama | 260,420 | $13.4M | 0.05% | +3,570+1.4% | Added |
| CSM Advisors, LLC | 266,725 | $13.7M | 0.40% | +18,870+7.6% | Added |
| Great West Life Assurance Co | 274,876 | $14.1M | 0.02% | +2,922+1.1% | Added |
| Manufacturers Life Insurance Company, The | 279,811 | $14.4M | 0.01% | +25,770+10.1% | Added |
| Oppenheimer & Co Inc | 282,639 | $14.5M | 0.19% | −7,274−2.5% | Reduced |
| Deutsche Bank AG | 292,260 | $15.0M | 0.01% | −10,725−3.5% | Reduced |
| DnB Asset Management AS | 305,430 | $15.7M | 0.07% | −17,998−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 306,899 | $15.8M | 0.01% | +306,899 | New |
| Amundi | 291,215 | $15.9M | 0.01% | −1,152,941−79.8% | Reduced |