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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 168,365 | $8.65M | 0.00% | +20,063+13.5% | Added |
| Trexquant Investment LP | 163,642 | $8.41M | 0.09% | +163,642 | New |
| Gator Capital Management, LLC | 161,535 | $8.30M | 2.59% | −600−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 160,001 | $8.22M | 0.04% | +1,507+1.0% | Added |
| Comerica Bank | 159,502 | $8.20M | 0.03% | −89,032−35.8% | Reduced |
| LPL Financial LLC | 159,280 | $8.19M | 0.00% | −14,365−8.3% | Reduced |
| Standard Life Aberdeen plc | 154,893 | $7.96M | 0.01% | +14,851+10.6% | Added |
| Cinctive Capital Management LP | 153,541 | $7.89M | 0.44% | +153,541 | New |
| Galvin, Gaustad & Stein, LLC | 150,960 | $7.76M | 0.67% | +150,960 | New |
| State Board of Administration of Florida Retirement System | 150,498 | $7.74M | 0.01% | +2,240+1.5% | Added |
| AQR Capital Management LLC | 149,408 | $7.68M | 0.01% | +92,073+160.6% | Added |
| Danske Bank A/S | 144,209 | $7.41M | 0.02% | +50,706+54.2% | Added |
| Winslow Asset Management Inc | 143,881 | $7.39M | 1.49% | +13,832+10.6% | Added |
| American Century Companies Inc | 141,068 | $7.25M | 0.00% | +72,183+104.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 137,454 | $7.07M | 0.02% | +37,663+37.7% | Added |
| State of Wisconsin Investment Board | 127,288 | $6.54M | 0.02% | −4,324−3.3% | Reduced |
| APG Asset Management N.V. | 146,400 | $6.41M | 0.02% | +4,200+3.0% | Added |
| Treasurer of the State of North Carolina | 122,168 | $6.28M | 0.02% | +18,997+18.4% | Added |
| Pictet Asset Management Holding SA | 119,927 | $6.16M | 0.01% | +4,736+4.1% | Added |
| HSBC Holdings PLC | 118,623 | $6.10M | 0.00% | +12,607+11.9% | Added |
| City of London Investment Management Co Ltd | 108,837 | $5.59M | 0.52% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 107,463 | $5.52M | 0.01% | −3,512−3.2% | Reduced |
| Lighthouse Investment Partners, LLC | 107,039 | $5.50M | 0.24% | −35,132−24.7% | Reduced |
| Compagnie Lombard Odier SCmA | 107,005 | $5.50M | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 106,709 | $5.48M | 0.00% | −516,731−82.9% | Reduced |
| TD Asset Management Inc | 106,373 | $5.47M | 0.00% | −2,870−2.6% | Reduced |
| Mutual of America Capital Management LLC | 105,961 | $5.45M | 0.06% | −2,653−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,330 | $5.36M | 0.01% | +15,006+16.8% | Added |
| Amalgamated Bank | 100,436 | $5.16M | 0.04% | +3,224+3.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 99,739 | $5.13M | 0.05% | +20,215+25.4% | Added |
| Texas Yale Capital Corp. | 96,699 | $4.97M | 0.16% | +905+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 96,226 | $4.95M | 0.00% | +8,367+9.5% | Added |
| Capital International Inc | 95,772 | $4.92M | 0.05% | +48,622+103.1% | Added |
| Forsta Ap-Fonden | 94,700 | $4.87M | 0.03% | +37,600+65.8% | Added |
| SEI Investments Co | 94,565 | $4.86M | 0.01% | +12,701+15.5% | Added |
| La Banque Postale Asset Management SA | 94,089 | $4.84M | 0.07% | +94,089 | New |
| Chicago Partners Investment Group LLC | 78,407 | $4.79M | 0.14% | −88−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 93,076 | $4.78M | 0.00% | −1,234−1.3% | Reduced |
| Stephens Inc | 89,499 | $4.63M | 0.06% | −600−0.7% | Reduced |
| Sound Income Strategies, LLC | 89,667 | $4.61M | 0.26% | +89,667 | New |
| Congress Wealth Management LLC | 89,608 | $4.61M | 0.04% | +89,608 | New |
| Wellington Shields Capital Management, LLC | 89,452 | $4.60M | 0.78% | +8,894+11.0% | Added |
| Nomura Asset Management Co Ltd | 88,795 | $4.56M | 0.01% | +4,639+5.5% | Added |
| Asset Management One Co.,Ltd. | 87,601 | $4.50M | 0.01% | −2,328−2.6% | Reduced |
| Cerity Partners LLC | 87,237 | $4.48M | 0.01% | +9,218+11.8% | Added |
| State of Tennessee, Treasury Department | 87,232 | $4.48M | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 83,297 | $4.28M | 0.01% | −7,183−7.9% | Reduced |
| KBC Group NV | 82,846 | $4.26M | 0.01% | +21,583+35.2% | Added |
| Public Employees Retirement System of Ohio | 81,195 | $4.17M | 0.01% | +13,781+20.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 81,185 | $4.17M | 0.23% | −2,270−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 81,038 | $4.17M | 0.62% | −6,579−7.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,834 | $4.15M | 0.01% | −61,603−43.2% | Reduced |
| Point72 Europe (London) LLP | 77,800 | $4.00M | 0.21% | +77,800 | New |
| KLP Kapitalforvaltning AS | 76,800 | $3.95M | 0.02% | +6,000+8.5% | Added |
| State of New Jersey Common Pension Fund D | 76,149 | $3.91M | 0.02% | +2,598+3.5% | Added |
| Commonwealth Equity Services, LLC | 75,368 | $3.87M | 0.01% | +673+0.9% | Added |
| one8zero8, LLC | 75,230 | $3.87M | 0.91% | −1,530−2.0% | Reduced |
| Yousif Capital Management, LLC | 74,907 | $3.85M | 0.04% | −302−0.4% | Reduced |
| Susquehanna International Group, LLP | 73,802 | $3.79M | 0.01% | −57,018−43.6% | Reduced |
| Janney Montgomery Scott LLC | 73,030 | $3.75M | 0.01% | −310−0.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 72,682 | $3.73M | 0.02% | +5,253+7.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 72,029 | $3.70M | 0.02% | −2,192−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,336 | $3.67M | 0.03% | +63,926+862.7% | Added |
| Advisor Group Holdings, Inc. | 74,943 | $3.64M | 0.01% | +32,308+75.8% | Added |
| Miller Value Partners, LLC | 70,000 | $3.60M | 1.53% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 69,573 | $3.58M | 2.21% | +36+0.1% | Added |
| Arizona State Retirement System | 68,570 | $3.52M | 0.02% | +1,343+2.0% | Added |
| Prudential Financial Inc | 69,561 | $3.52M | 0.00% | +50,095+257.3% | Added |
| Teachers Retirement System of the State of Kentucky | 67,580 | $3.47M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 65,292 | $3.36M | 0.01% | −2,050−3.0% | Reduced |
| Aquatic Capital Management LLC | 65,016 | $3.34M | 0.07% | +65,016 | New |
| PEAK6 LLC | 63,685 | $3.27M | 0.11% | +63,685 | New |
| Augustine Asset Management Inc | 63,290 | $3.25M | 0.87% | +1,379+2.2% | Added |
| Woodbridge Co Ltd | 63,000 | $3.24M | 0.01% | +63,000 | New |
| Cetera Investment Advisers | 61,721 | $3.17M | 0.01% | +10,843+21.3% | Added |
| Louisiana State Employees Retirement System | 59,900 | $3.08M | 0.06% | +800+1.4% | Added |
| Toronto Dominion Bank | 59,560 | $3.06M | 0.01% | +8,146+15.8% | Added |
| Coastal Bridge Advisors, LLC | 59,105 | $3.04M | 0.25% | −434−0.7% | Reduced |
| Dark Forest Capital Management LP | 56,326 | $2.90M | 0.12% | +24,138+75.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,744 | $2.81M | 0.01% | +4,299+8.5% | Added |
| Integrated Advisors Network LLC | 54,150 | $2.78M | 0.13% | +54,150 | New |
| Andra AP-fonden | 54,000 | $2.78M | 0.04% | −71,217−56.9% | Reduced |
| Franklin Resources Inc | 52,384 | $2.69M | 0.00% | −1,590−2.9% | Reduced |
| HighTower Advisors, LLC | 52,206 | $2.68M | 0.00% | −4,767−8.4% | Reduced |
| Handelsbanken Fonder AB | 51,300 | $2.64M | 0.01% | −6,000−10.5% | Reduced |
| GFG Capital, LLC | 51,253 | $2.63M | 0.79% | +5,533+12.1% | Added |
| State of Michigan Retirement System | 51,200 | $2.63M | 0.01% | +700+1.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,265 | $2.58M | 0.02% | +8,500+20.4% | Added |
| Twin Capital Management Inc | 50,137 | $2.58M | 0.27% | +1,630+3.4% | Added |
| CI Private Wealth, LLC | 49,111 | $2.52M | 0.00% | −600−1.2% | Reduced |
| IFM Investors Pty Ltd | 48,590 | $2.50M | 0.02% | +2,645+5.8% | Added |
| Neuberger Berman Group LLC | 47,788 | $2.46M | 0.00% | −27,338−36.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 47,573 | $2.45M | 0.04% | +652+1.4% | Added |
| Sierra Capital LLC | 47,513 | $2.44M | 0.28% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 45,717 | $2.35M | 0.01% | +23,226+103.3% | Added |
| Empire Financial Management Company, LLC | 45,000 | $2.31M | 0.67% | +1,500+3.4% | Added |
| New York State Teachers Retirement System | 44,246 | $2.27M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,727 | $2.25M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 43,686 | $2.25M | 0.04% | +800+1.9% | Added |
| New Mexico Educational Retirement Board | 43,600 | $2.24M | 0.07% | 00.0% | Unchanged |