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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 42,103 | $2.16M | 0.02% | −705−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.14M | 0.00% | +263+0.6% | Added |
| Ameritas Investment Partners, Inc. | 41,522 | $2.13M | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 39,059 | $2.01M | 0.02% | +2,292+6.2% | Added |
| Sanctuary Advisors, LLC | 38,749 | $1.99M | 0.01% | +994+2.6% | Added |
| Utah Retirement Systems | 38,324 | $1.97M | 0.02% | +2,224+6.2% | Added |
| Bleakley Financial Group, LLC | 38,283 | $1.97M | 0.05% | −1,388−3.5% | Reduced |
| Hilltop Holdings Inc. | 37,697 | $1.94M | 0.12% | −754−2.0% | Reduced |
| Truist Financial Corp | 37,434 | $1.92M | 0.00% | −656−1.7% | Reduced |
| Diversified Trust Co | 37,346 | $1.92M | 0.04% | −2,990−7.4% | Reduced |
| British Columbia Investment Management Corp | 36,934 | $1.90M | 0.01% | −7,528−16.9% | Reduced |
| Tredje AP-fonden | 36,007 | $1.85M | 0.01% | +18,989+111.6% | Added |
| Teacher Retirement System of Texas | 35,635 | $1.83M | 0.01% | +1,654+4.9% | Added |
| Wolverine Trading, LLC | 35,483 | $1.82M | 0.05% | +8,079+29.5% | Added |
| Park Circle Co | 34,765 | $1.79M | 1.53% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 34,163 | $1.76M | 0.00% | +4,160+13.9% | Added |
| Mariner, LLC | 32,976 | $1.69M | 0.00% | −7,749−19.0% | Reduced |
| Meketa Investment Group Inc | 31,869 | $1.64M | 4.96% | −91,985−74.3% | Reduced |
| Illinois Municipal Retirement Fund | 31,811 | $1.64M | 0.02% | +31,811 | New |
| Amica Mutual Insurance Co | 31,766 | $1.63M | 0.16% | −3,483−9.9% | Reduced |
| STRS Ohio | 31,570 | $1.62M | 0.01% | +2,590+8.9% | Added |
| MML Investors Services, LLC | 30,272 | $1.56M | 0.00% | +3,454+12.9% | Added |
| Voya Investment Management LLC | 29,219 | $1.50M | 0.00% | +1,883+6.9% | Added |
| Nissay Asset Management Corp | 29,044 | $1.49M | 0.01% | +729+2.6% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.48M | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 28,505 | $1.47M | 0.13% | +534+1.9% | Added |
| Tocqueville Asset Management L.P. | 27,850 | $1.43M | 0.02% | +27,850 | New |
| Captrust Financial Advisors | 27,115 | $1.39M | 0.00% | +13,090+93.3% | Added |
| Elo Mutual Pension Insurance Co | 26,879 | $1.38M | 0.03% | +1,750+7.0% | Added |
| Kestra Private Wealth Services, LLC | 26,867 | $1.38M | 0.02% | +3,160+13.3% | Added |
| Swedbank AB | 26,842 | $1.38M | 0.00% | +26,842 | New |
| Jeppson Wealth Management, LLC | 26,709 | $1.37M | 0.47% | −413−1.5% | Reduced |
| Zhang Financial LLC | 26,608 | $1.37M | 0.06% | +6,276+30.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,529 | $1.36M | 0.00% | +2,709+11.4% | Added |
| Waterfront Wealth Inc. | 26,063 | $1.34M | 0.30% | 00.0% | Unchanged |
| OP Asset Management Ltd | 25,738 | $1.32M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,872 | $1.28M | 0.01% | −2,400−8.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,699 | $1.27M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 24,470 | $1.26M | 0.00% | +24,470 | New |
| JustInvest LLC | 24,268 | $1.25M | 0.01% | +3,738+18.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,025 | $1.23M | 0.05% | −6,993−22.5% | Reduced |
| State of Alaska, Department of Revenue | 23,950 | $1.23M | 0.01% | −770−3.1% | Reduced |
| New York Life Investment Management LLC | 23,721 | $1.22M | 0.01% | −1,127−4.5% | Reduced |
| Atria Investments LLC | 23,605 | $1.21M | 0.01% | −2,078−8.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,638 | $1.21M | 0.00% | +10,709+98.0% | Added |
| Pinebridge Investments, L.P. | 22,846 | $1.17M | 0.01% | +4,806+26.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,842 | $1.17M | 0.01% | −725−3.1% | Reduced |
| Apollon Wealth Management, LLC | 22,737 | $1.17M | 0.02% | +2,589+12.8% | Added |
| ISAM Funds (UK) Ltd | 20,815 | $1.07M | 0.23% | +13,300+177.0% | Added |
| Carson Advisory Inc. | 20,726 | $1.07M | 0.68% | +2,300+12.5% | Added |
| Axq Capital, LP | 20,570 | $1.06M | 0.34% | +11,153+118.4% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $1.03M | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 20,000 | $1.03M | 0.44% | −4,000−16.7% | Reduced |
| Creative Planning | 19,976 | $1.03M | 0.00% | +4,816+31.8% | Added |
| Federated Hermes, Inc. | 19,891 | $1.02M | 0.00% | −92−0.5% | Reduced |
| Nordea Investment Management AB | 19,780 | $1.01M | 0.00% | +2,390+13.7% | Added |
| Intrepid Capital Management Inc | 19,245 | $989.2K | 0.40% | +1,053+5.8% | Added |
| Blair William & Co | 19,179 | $985.8K | 0.00% | −2,274−10.6% | Reduced |
| Daiwa Securities Group Inc. | 19,173 | $985.0K | 0.00% | +500+2.7% | Added |
| SMH Capital Advisors Inc | 19,052 | $979.3K | 2.22% | −374−1.9% | Reduced |
| Garrison Bradford & Associates Inc | 18,943 | $973.7K | 1.08% | +3,850+25.5% | Added |
| Daymark Wealth Partners, LLC | 18,909 | $971.9K | 0.04% | +8,895+88.8% | Added |
| TD Waterhouse Canada Inc. | 18,275 | $965.0K | 0.01% | +1,395+8.3% | Added |
| QRG Capital Management, Inc. | 18,374 | $944.4K | 0.01% | −2,455−11.8% | Reduced |
| Journey Strategic Wealth LLC | 18,240 | $937.5K | 0.03% | +5,236+40.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,168 | $933.8K | 0.00% | −10,433−36.5% | Reduced |
| Kestra Advisory Services, LLC | 17,678 | $908.7K | 0.00% | −3,050−14.7% | Reduced |
| Arkadios Wealth Advisors | 17,647 | $907.0K | 0.03% | −551−3.0% | Reduced |
| Mercer Global Advisors Inc | 17,596 | $904.5K | 0.00% | −1,862−9.6% | Reduced |
| Jain Global LLC | 17,555 | $902.3K | 0.01% | +17,555 | New |
| Sterling Capital Management LLC | 17,409 | $894.8K | 0.01% | +5,237+43.0% | Added |
| Quantinno Capital Management LP | 17,201 | $884.1K | 0.00% | +17,201 | New |
| Clearstead Advisors, LLC | 17,193 | $883.7K | 0.01% | −231−1.3% | Reduced |
| Benjamin Edwards Inc | 17,111 | $879.5K | 0.01% | +415+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 16,848 | $866.0K | 0.03% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 16,508 | $848.5K | 0.40% | −678−3.9% | Reduced |
| Synovus Financial Corp | 16,417 | $843.8K | 0.01% | +281+1.7% | Added |
| Pathstone Holdings, LLC | 16,359 | $840.9K | 0.00% | +9,441+136.5% | Added |
| Securian Asset Management, Inc | 16,226 | $834.0K | 0.02% | +273+1.7% | Added |
| 44 Wealth Management LLC | 16,212 | $833.3K | 0.30% | +4,692+40.7% | Added |
| Baldwin Brothers Inc | 15,720 | $808.0K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,658 | $805.0K | 0.06% | −98−0.6% | Reduced |
| TD Private Client Wealth LLC | 15,480 | $795.7K | 0.02% | +5,411+53.7% | Added |
| Avanza Fonder AB | 15,407 | $791.9K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 15,355 | $789.2K | 0.18% | +15,355 | New |
| Brinker Capital Investments, LLC | 15,022 | $772.1K | 0.01% | +3,344+28.6% | Added |
| Stamos Capital Partners, L.P. | 14,707 | $755.9K | 0.14% | +5,618+61.8% | Added |
| Stablepoint Partners, LLC | 14,560 | $748.4K | 0.13% | +1,383+10.5% | Added |
| CIBC Asset Management Inc | 14,148 | $727.2K | 0.00% | +61+0.4% | Added |
| First Manhattan Co | 14,075 | $723.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13,724 | $705.4K | 0.00% | −5,012−26.8% | Reduced |
| Thoroughbred Financial Services, LLC | 13,663 | $702.0K | 0.05% | −2,876−17.4% | Reduced |
| ASR Vermogensbeheer N.V. | 13,186 | $677.7K | 0.01% | −39−0.3% | Reduced |
| CenterBook Partners LP | 13,004 | $668.4K | 0.04% | +13,004 | New |
| Segall Bryant & Hamill, LLC | 13,000 | $668.2K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 12,985 | $667.4K | 0.07% | −2,021−13.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,941 | $665.2K | 0.01% | −179,716−93.3% | Reduced |
| Davenport & Co LLC | 12,731 | $654.4K | 0.00% | +758+6.3% | Added |
| Maryland State Retirement & Pension System | 12,711 | $653.3K | 0.01% | +2,479+24.2% | Added |
| Park Avenue Securities LLC | 12,682 | $652.0K | 0.01% | +1,379+12.2% | Added |