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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 12,549 | $645.0K | 0.00% | +2,527+25.2% | Added |
| Guinness Asset Management LTD | 12,417 | $638.2K | 0.01% | +288+2.4% | Added |
| Stiles Financial Services Inc | 12,174 | $626.0K | 0.22% | +48+0.4% | Added |
| Janus Henderson Group PLC | 12,173 | $625.6K | 0.00% | −821−6.3% | Reduced |
| Brevan Howard Capital Management LP | 12,036 | $618.6K | 0.01% | +12,036 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,775 | $605.0K | 0.01% | +2,984+33.9% | Added |
| Gulf International Bank (UK) Ltd | 11,721 | $602.0K | 0.02% | −5,527−32.0% | Reduced |
| Verdence Capital Advisors LLC | 11,673 | $600.0K | 0.04% | +212+1.8% | Added |
| North Star Investment Management Corp. | 11,625 | $597.5K | 0.04% | −237−2.0% | Reduced |
| Macquarie Group Ltd | 11,544 | $593.4K | 0.00% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 11,457 | $588.9K | 0.07% | +294+2.6% | Added |
| HB Wealth Management, LLC | 11,278 | $579.7K | 0.00% | −759−6.3% | Reduced |
| CWM, LLC | 11,262 | $579.0K | 0.00% | +3,833+51.6% | Added |
| Promethium Advisors,llc | 11,223 | $576.9K | 0.35% | −1,342−10.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,171 | $574.2K | 0.26% | −132−1.2% | Reduced |
| Moors & Cabot, Inc. | 11,029 | $566.9K | 0.03% | +225+2.1% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $565.4K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 8,719 | $564.7K | 0.02% | +8,719 | New |
| Carret Asset Management, LLC | 10,915 | $561.0K | 0.06% | −275−2.5% | Reduced |
| Bearing Point Capital, LLC | 10,835 | $556.9K | 0.10% | +1,050+10.7% | Added |
| Fort Sheridan Advisors LLC | 10,800 | $555.1K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,703 | $550.1K | 0.01% | −253−2.3% | Reduced |
| TBH Global Asset Management, LLC | 10,625 | $546.1K | 0.12% | −1,148−9.8% | Reduced |
| AXA S.A. | 10,578 | $543.7K | 0.00% | +135+1.3% | Added |
| NewEdge Wealth, LLC | 8,801 | $541.9K | 0.01% | +348+4.1% | Added |
| Tritonpoint Wealth, LLC | 10,513 | $540.4K | 0.05% | +30.0% | Added |
| Sterneck Capital Management, LLC | 10,469 | $538.1K | 0.27% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 10,077 | $518.0K | 0.01% | +1,566+18.4% | Added |
| Greenwood Capital Associates LLC | 10,012 | $514.6K | 0.06% | −211−2.1% | Reduced |
| Aviva PLC | 9,916 | $509.7K | 0.00% | +1,969+24.8% | Added |
| Old Mission Capital LLC | 9,780 | $502.7K | 0.01% | +9,780 | New |
| CIBC World Markets Corp | 9,777 | $502.5K | 0.00% | −802−7.6% | Reduced |
| ProShare Advisors LLC | 9,453 | $485.9K | 0.00% | +461+5.1% | Added |
| Legacy Financial Advisors, Inc. | 9,427 | $484.5K | 0.08% | +9,427 | New |
| National Asset Management, Inc. | 9,238 | $474.8K | 0.02% | −3,516−27.6% | Reduced |
| Kovack Advisors, Inc. | 9,012 | $463.2K | 0.05% | +1,057+13.3% | Added |
| Fiduciary Group LLC | 9,000 | $462.6K | 0.04% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 8,940 | $459.5K | 0.00% | −9,858−52.4% | Reduced |
| E&G Advisors, LP | 8,600 | $442.0K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,310 | $427.0K | 0.00% | −239,526−96.6% | Reduced |
| Allianz Asset Management GmbH | 8,283 | $425.7K | 0.00% | −16,717−66.9% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $421.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,042 | $413.4K | 0.03% | +1,778+28.4% | Added |
| Forum Financial Management, LP | 8,026 | $412.5K | 0.01% | +642+8.7% | Added |
| PFG Investments, LLC | 7,996 | $411.0K | 0.02% | −63−0.8% | Reduced |
| Two Sigma Securities, LLC | 7,908 | $406.5K | 0.05% | +7,908 | New |
| Everence Capital Management Inc | 7,720 | $397.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 7,560 | $388.6K | 0.01% | −185−2.4% | Reduced |
| EdgeRock Capital LLC | 7,527 | $386.9K | 0.12% | +10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,422 | $381.5K | 0.00% | +228+3.2% | Added |
| Everhart Financial Group, Inc. | 7,397 | $380.2K | 0.04% | +565+8.3% | Added |
| State of Wyoming | 7,348 | $377.7K | 0.05% | +7,348 | New |
| BFSG, LLC | 7,345 | $377.5K | 0.04% | +215+3.0% | Added |
| Vident Advisory, LLC | 7,309 | $375.7K | 0.00% | +964+15.2% | Added |
| Empowered Funds, LLC | 7,278 | $374.1K | 0.00% | −40,959−84.9% | Reduced |
| Triangle Securities Wealth Management | 7,270 | $373.7K | 0.09% | −345−4.5% | Reduced |
| Moneta Group Investment Advisors LLC | 7,189 | $369.5K | 0.00% | −800−10.0% | Reduced |
| Summit Financial, LLC | 7,155 | $367.8K | 0.01% | +7,155 | New |
| Principle Wealth Partners LLC | 7,131 | $366.5K | 0.02% | −900−11.2% | Reduced |
| Glenview Trust Co | 7,109 | $365.4K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $362.7K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $361.0K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 7,007 | $360.2K | 0.07% | −419−5.6% | Reduced |
| Fayez Sarofim & Co | 6,849 | $352.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,735 | $346.2K | 0.00% | −2,970−30.6% | Reduced |
| Advisors Asset Management, Inc. | 6,726 | $345.7K | 0.01% | +6,726 | New |
| Avantax Advisory Services, Inc. | 6,626 | $340.6K | 0.00% | +6,626 | New |
| Advisor OS, LLC | 6,552 | $336.8K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,540 | $336.2K | 0.01% | −48−0.7% | Reduced |
| Equitable Trust Co | 6,482 | $333.2K | 0.02% | −81,579−92.6% | Reduced |
| Colony Group, LLC | 6,457 | $331.9K | 0.00% | +1,023+18.8% | Added |
| Wedmont Private Capital | 5,831 | $331.6K | 0.01% | +196+3.5% | Added |
| DMG Group, LLC | 6,389 | $328.4K | 0.26% | −1,426−18.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $327.2K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,259 | $321.7K | 0.02% | +30.0% | Added |
| Jones Financial Companies LLLP | 6,149 | $314.7K | 0.00% | +1,077+21.2% | Added |
| Westbourne Investment Advisors, Inc. | 6,100 | $313.5K | 0.10% | +400+7.0% | Added |
| Spirit of America Management Corp | 6,050 | $311.0K | 0.06% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 6,000 | $308.4K | 0.21% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,000 | $308.4K | 0.01% | +6,000 | New |
| Pictet North America Advisors SA | 5,950 | $305.8K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,866 | $301.5K | 0.01% | −2,581−30.6% | Reduced |
| MJP Associates Inc | 5,864 | $301.4K | 0.04% | +574+10.9% | Added |
| Hamilton Capital Partners Inc. | 5,845 | $300.4K | 0.02% | −2,692−31.5% | Reduced |
| Investment Management Corp of Ontario | 5,709 | $293.4K | 0.00% | −900−13.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,631 | $289.4K | 0.02% | −35−0.6% | Reduced |
| Prentice Wealth Management LLC | 5,616 | $288.7K | 0.08% | −204−3.5% | Reduced |
| GWM Advisors LLC | 5,516 | $283.5K | 0.00% | +2,904+111.2% | Added |
| Spire Wealth Management | 5,460 | $280.6K | 0.01% | +95+1.8% | Added |
| Warren Averett Asset Management, LLC | 5,373 | $276.2K | 0.00% | +202+3.9% | Added |
| Cassaday & Co Wealth Management LLC | 5,363 | $275.7K | 0.01% | +5,363 | New |
| Dynamic Advisor Solutions LLC | 5,320 | $273.4K | 0.01% | +173+3.4% | Added |
| Private Advisor Group, LLC | 5,308 | $272.8K | 0.00% | −475−8.2% | Reduced |
| Cary Street Partners Financial LLC | 5,243 | $269.5K | 0.01% | −20−0.4% | Reduced |
| Mission Wealth Management, LP | 5,136 | $264.0K | 0.01% | +13+0.3% | Added |
| KRS Capital Management, LLC | 5,120 | $263.2K | 0.18% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,025 | $258.3K | 0.03% | −200−3.8% | Reduced |
| Teza Capital Management LLC | 5,013 | $257.7K | 0.19% | +393+8.5% | Added |
| Harbor Investment Advisory, LLC | 5,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,033 | $254.3K | 0.16% | +374+8.0% | Added |