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 |
|---|---|---|---|---|---|
| Kames Capital plc | 309,862 | $15.9M | 0.20% | +88,451+39.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 314,434 | $16.2M | 2.65% | +8,073+2.6% | Added |
| CastleKnight Management LP | 327,076 | $16.8M | 1.11% | +234,576+253.6% | Added |
| Prana Capital Management, LP | 337,997 | $17.4M | 0.63% | +337,997 | New |
| Natixis Advisors, L.P. | 369,569 | $19.0M | 0.03% | +229,586+164.0% | Added |
| California State Teachers Retirement System | 372,519 | $19.1M | 0.02% | +74,535+25.0% | Added |
| First Trust Advisors LP | 374,773 | $19.3M | 0.02% | +313,662+513.3% | Added |
| Assenagon Asset Management S.A. | 386,335 | $19.9M | 0.03% | +1400.0% | Added |
| Eisler Capital Management Ltd. | 387,187 | $19.9M | 0.68% | +387,187 | New |
| Sargent Investment Group, LLC | 320,037 | $20.1M | 2.72% | +19,987+6.7% | Added |
| Citadel Advisors LLC | 392,050 | $20.2M | 0.02% | −412,319−51.3% | Reduced |
| Algebris (UK) Ltd | 392,871 | $20.2M | 3.18% | −89,151−18.5% | Reduced |
| Wells Fargo & Company | 404,186 | $20.8M | 0.00% | −7,958−1.9% | Reduced |
| Alliancebernstein L.P. | 407,512 | $20.9M | 0.01% | +40,288+11.0% | Added |
| Nuveen, LLC | 408,127 | $21.0M | 0.01% | −68,893−14.4% | Reduced |
| California Public Employees Retirement System | 408,897 | $21.0M | 0.01% | +71,497+21.2% | Added |
| Walleye Capital LLC | 420,528 | $21.6M | 0.20% | +420,528 | New |
| Sirios Capital Management L P | 460,694 | $23.7M | 3.43% | −6,770−1.4% | Reduced |
| Principal Financial Group Inc | 485,126 | $24.9M | 0.01% | −715−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 487,243 | $25.0M | 0.05% | +3,155+0.7% | Added |
| Weiss Asset Management LP | 495,199 | $25.5M | 0.40% | +495,199 | New |
| Deprince Race & Zollo Inc | 505,538 | $26.0M | 0.54% | +44,651+9.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 523,381 | $26.9M | 0.02% | +34,326+7.0% | Added |
| Assetmark, Inc | 523,748 | $26.9M | 0.06% | +73,097+16.2% | Added |
| Gillson Capital LP | 544,213 | $28.0M | 2.14% | +544,213 | New |
| Alyeska Investment Group, L.P. | 549,334 | $28.2M | 0.10% | +549,334 | New |
| Azora Capital LP | 599,052 | $30.8M | 1.39% | +599,052 | New |
| Argent Capital Management LLC | 625,786 | $32.2M | 0.92% | −61,867−9.0% | Reduced |
| Polaris Capital Management, LLC | 627,700 | $32.3M | 2.15% | −26,200−4.0% | Reduced |
| Envestnet Asset Management Inc | 633,135 | $32.5M | 0.01% | +75,560+13.6% | Added |
| Rhumbline Advisers | 656,707 | $33.8M | 0.03% | +52,812+8.7% | Added |
| Holocene Advisors, LP | 665,876 | $34.2M | 0.08% | +200,804+43.2% | Added |
| Franklin Street Advisors Inc | 666,362 | $34.3M | 2.12% | −25,811−3.7% | Reduced |
| Barclays PLC | 667,073 | $34.3M | 0.01% | +215,725+47.8% | Added |
| Raymond James Financial Inc | 692,383 | $35.6M | 0.01% | −799,139−53.6% | Reduced |
| LGT Capital Partners Ltd. | 764,000 | $39.3M | 1.74% | −53,000−6.5% | Reduced |
| Invesco Ltd. | 798,017 | $41.0M | 0.01% | +55,083+7.4% | Added |
| Private Management Group Inc | 940,870 | $48.4M | 1.57% | +58,411+6.6% | Added |
| Russell Investments Group, Ltd. | 1,039,702 | $53.4M | 0.07% | +13,471+1.3% | Added |
| JPMorgan Chase & Co | 1,058,721 | $54.4M | 0.00% | +12,144+1.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $68.2M | 0.58% | 00.0% | Unchanged |
| FMR LLC | 1,362,078 | $70.0M | 0.00% | −1,222,703−47.3% | Reduced |
| Verition Fund Management LLC | 1,369,376 | $70.4M | 0.41% | +1,359,580+13,878.9% | Added |
| Charles Schwab Investment Management Inc | 1,474,556 | $75.8M | 0.01% | +47,385+3.3% | Added |
| Bamco Inc | 1,492,785 | $76.7M | 0.21% | −94,268−5.9% | Reduced |
| Davis Asset Management, L.P. | 1,500,000 | $77.1M | 3.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,571,195 | $80.8M | 0.02% | −33,415−2.1% | Reduced |
| Bank of America Corp | 1,870,662 | $96.2M | 0.01% | +355,942+23.5% | Added |
| Frontier Capital Management Co LLC | 1,887,159 | $97.0M | 0.90% | −746,755−28.4% | Reduced |
| Millennium Management LLC | 1,991,908 | $102.4M | 0.09% | −4,899,617−71.1% | Reduced |
| Capital International Investors | 2,075,774 | $106.7M | 0.02% | +15,989+0.8% | Added |
| Goldman Sachs Group Inc | 2,195,617 | $112.9M | 0.02% | +1,050,643+91.8% | Added |
| Bank of New York Mellon Corp | 2,264,675 | $116.4M | 0.02% | −11,991−0.5% | Reduced |
| Northern Trust Corp | 2,303,647 | $118.4M | 0.02% | +108,397+4.9% | Added |
| Ameriprise Financial Inc | 2,769,631 | $142.4M | 0.04% | +46,894+1.7% | Added |
| Beutel, Goodman & Co Ltd. | 2,771,630 | $142.5M | 0.81% | −81,569−2.9% | Reduced |
| Norges Bank | 2,920,658 | $150.1M | 0.02% | +1,961,479+204.5% | Added |
| Dimensional Fund Advisors LP | 2,977,250 | $153.0M | 0.04% | +611,876+25.9% | Added |
| Royal Bank of Canada | 3,313,694 | $170.3M | 0.03% | +2,987,472+915.8% | Added |
| Legal & General Group Plc | 3,366,980 | $173.1M | 0.04% | +248,107+8.0% | Added |
| UBS Group AG | 3,629,764 | $186.6M | 0.04% | −1,140,192−23.9% | Reduced |
| Geode Capital Management, LLC | 4,284,894 | $219.6M | 0.02% | +228,484+5.6% | Added |
| Ariel Investments, LLC | 4,705,544 | $241.9M | 2.74% | −133,669−2.8% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $305.4M | 1.48% | +700,000+13.4% | Added |
| Boston Partners | 6,791,541 | $349.2M | 0.39% | −132,525−1.9% | Reduced |
| Massachusetts Financial Services Co | 7,138,859 | $366.9M | 0.12% | +311,300+4.6% | Added |
| State Street Corp | 8,221,652 | $422.6M | 0.02% | +378,455+4.8% | Added |
| Morgan Stanley | 9,135,774 | $469.6M | 0.03% | −825,952−8.3% | Reduced |
| William Blair Investment Management, LLC | 9,949,455 | $511.4M | 1.36% | −2,222,023−18.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,315,984 | $581.6M | 0.95% | +2,528,941+28.8% | Added |
| Capital World Investors | 19,958,480 | $1.03B | 0.15% | +2,240,249+12.6% | Added |
| Vanguard Group Inc | 24,719,581 | $1.27B | 0.02% | +426,644+1.8% | Added |
| BlackRock, Inc. | 31,442,087 | $1.62B | 0.03% | +2,180,564+7.5% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −5,180,438−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −306,496−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −233,146−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −132,108−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −79,829−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −62,764−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −63,406−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −18,650−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,598−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −13,744−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −11,229−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,628−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,996−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |