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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 4,909 | $252.3K | 0.01% | +4,909 | New |
| M&T Bank Corp | 4,835 | $248.5K | 0.00% | −350−6.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,749 | $244.1K | 0.01% | +4,749 | New |
| We Are One Seven, LLC | 4,725 | $242.9K | 0.01% | +4,725 | New |
| Stelac Advisory Services LLC | 4,686 | $240.9K | 0.09% | +2,108+81.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,679 | $240.5K | 0.01% | +4,679 | New |
| Allspring Global Investments Holdings, LLC | 4,465 | $235.8K | 0.00% | +4,465 | New |
| American Trust | 4,564 | $234.6K | 0.02% | +4,564 | New |
| Vestcor Inc | 4,543 | $234.0K | 0.01% | −21−0.5% | Reduced |
| Profund Advisors LLC | 4,528 | $232.7K | 0.01% | −258−5.4% | Reduced |
| Investment Partners Asset Management, Inc. | 4,528 | $232.7K | 0.16% | +4,528 | New |
| Herold Advisors, Inc. | 4,500 | $231.3K | 0.05% | +4,500 | New |
| Schroder Investment Management Group | 4,486 | $230.6K | 0.00% | −13,271−74.7% | Reduced |
| International Assets Investment Management, LLC | 4,458 | $229.1K | 0.02% | +4,458 | New |
| EntryPoint Capital, LLC | 4,452 | $228.8K | 0.11% | +4,452 | New |
| Regatta Capital Group, LLC | 4,431 | $227.8K | 0.04% | −713−13.9% | Reduced |
| Integrated Wealth Concepts LLC | 4,419 | $227.2K | 0.00% | −1,154−20.7% | Reduced |
| Cornerstone Select Advisors, LLC | 4,415 | $226.9K | 0.20% | +4,415 | New |
| Barrett & Company, Inc. | 4,406 | $226.5K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,403 | $226.3K | 0.01% | +4,403 | New |
| Tower Research Capital LLC (TRC) | 4,361 | $224.2K | 0.01% | −7,170−62.2% | Reduced |
| Pictet & Cie (Europe) SA | 4,250 | $218.4K | 0.00% | +4,250 | New |
| Merit Financial Group, LLC | 4,246 | $218.3K | 0.00% | +4,246 | New |
| Mirador Capital Partners LP | 4,243 | $218.1K | 0.04% | +4,243 | New |
| Tranquility Partners, LLC | 4,242 | $218.0K | 0.08% | +4,242 | New |
| Absolute Gestao de Investimentos Ltda. | 4,235 | $217.7K | 0.07% | +4,235 | New |
| Federation des caisses Desjardins du Quebec | 4,163 | $214.3K | 0.00% | +3,123+300.3% | Added |
| Whetstone Capital Advisors, LLC | 4,093 | $210.4K | 0.06% | +4,093 | New |
| Revisor Wealth Management LLC | 3,528 | $206.4K | 0.07% | +3,528 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $206.0K | 0.03% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 4,000 | $205.6K | 0.10% | +4,000 | New |
| UniSuper Management Pty Ltd | 4,000 | $205.6K | 0.00% | +4,000 | New |
| Guggenheim Capital LLC | 3,969 | $204.0K | 0.00% | +3,969 | New |
| Baltimore-Washington Financial Advisors, Inc. | 3,949 | $203.0K | 0.01% | +3,949 | New |
| FJ Capital Management LLC | 3,946 | $202.8K | 0.02% | +3,946 | New |
| National Pension Service | 3,828 | $196.8K | 0.00% | +2,959+340.5% | Added |
| Skopos Labs, Inc. | 3,825 | $196.6K | 0.03% | +2,763+260.2% | Added |
| Umb Bank N A | 3,792 | $194.9K | 0.00% | +347+10.1% | Added |
| Ci Investments Inc. | 3,698 | $190.0K | 0.00% | −979−20.9% | Reduced |
| Western Pacific Wealth Management, LP | 3,356 | $172.5K | 0.17% | +9+0.3% | Added |
| Larson Financial Group LLC | 3,287 | $169.0K | 0.01% | +891+37.2% | Added |
| Siemens Fonds Invest GmbH | 3,155 | $162.2K | 0.01% | +641+25.5% | Added |
| Leonteq Securities AG | 3,146 | $161.7K | 0.01% | −527−14.3% | Reduced |
| Amica Retiree Medical Trust | 3,086 | $159.0K | 0.23% | −456−12.9% | Reduced |
| Old Point Trust & Financial Services N A | 3,000 | $154.2K | 0.05% | 00.0% | Unchanged |
| North Capital, Inc. | 2,843 | $146.1K | 0.13% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,562 | $129.6K | 0.00% | +2,562 | New |
| Bessemer Group Inc | 2,381 | $122.0K | 0.00% | +1,164+95.6% | Added |
| Tower View Investment Management & Research LLC | 2,231 | $114.7K | 0.06% | +17+0.8% | Added |
| Central Trust Co | 2,120 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,100 | $107.9K | 0.02% | −200−8.7% | Reduced |
| Wellington Shields & Co., LLC | 2,098 | $107.9K | 0.03% | −217−9.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,045 | $105.0K | 0.00% | +2,045 | New |
| Sunbelt Securities, Inc. | 2,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,937 | $99.6K | 0.01% | +433+28.8% | Added |
| Optimum Investment Advisors | 1,800 | $92.5K | 0.04% | −400−18.2% | Reduced |
| Huntington National Bank | 1,787 | $91.9K | 0.00% | +65+3.8% | Added |
| Hantz Financial Services, Inc. | 1,703 | $88.0K | 0.00% | +1,639+2,560.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $87.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,687 | $86.7K | 0.00% | +284+20.2% | Added |
| Iron Horse Wealth Management, LLC | 1,664 | $85.5K | 0.03% | +1,664 | New |
| Bogart Wealth, LLC | 1,560 | $80.2K | 0.00% | +13+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,554 | $79.9K | 0.00% | +376+31.9% | Added |
| Valley National Advisers Inc | 1,520 | $78.0K | 0.01% | +363+31.4% | Added |
| IFP Advisors, Inc | 680 | $77.9K | 0.00% | −447−39.7% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $73.0K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,400 | $72.0K | 0.00% | −41−2.8% | Reduced |
| Bryn Mawr Trust Co | 1,331 | $68.4K | 0.00% | −260−16.3% | Reduced |
| Rothschild Investment LLC | 1,255 | $64.5K | 0.00% | +25+2.0% | Added |
| CIBC Private Wealth Group, LLC | 1,200 | $61.7K | 0.00% | −677−36.1% | Reduced |
| Farther Finance Advisors, LLC | 1,150 | $59.1K | 0.00% | +177+18.2% | Added |
| Retirement Wealth Solutions LLC | 1,117 | $57.4K | 0.04% | +88+8.6% | Added |
| Delos Wealth Advisors, LLC | 1,003 | $51.6K | 0.04% | +1,003 | New |
| Bartlett & Co. Wealth Management LLC | 1,001 | $51.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 897 | $46.1K | 0.00% | +897 | New |
| BOK Financial Private Wealth, Inc. | 882 | $45.3K | 0.00% | −418−32.2% | Reduced |
| CVA Family Office, LLC | 865 | $44.5K | 0.01% | −17−1.9% | Reduced |
| Optiver Holding B.V. | 799 | $41.1K | 0.00% | +799 | New |
| Ameritas Advisory Services, LLC | 737 | $37.9K | 0.00% | +737 | New |
| NewSquare Capital LLC | 667 | $34.3K | 0.00% | −206−23.6% | Reduced |
| Geneos Wealth Management Inc. | 665 | $34.2K | 0.00% | +15+2.3% | Added |
| Raffa Wealth Management, LLC | 653 | $33.6K | 0.01% | +653 | New |
| Kestra Investment Management, LLC | 647 | $31.0K | 0.00% | +357+123.1% | Added |
| Private Trust Co NA | 590 | $30.3K | 0.00% | −46−7.2% | Reduced |
| Essential Partners LLC | 590 | $30.3K | 0.01% | +590 | New |
| Massmutual Trust Co FSB | 582 | $29.9K | 0.00% | +96+19.8% | Added |
| Cornerstone Planning Group LLC | 487 | $29.3K | 0.01% | −46−8.6% | Reduced |
| Main Street Group, LTD | 568 | $29.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 512 | $26.2K | 0.00% | −646−55.8% | Reduced |
| Global Retirement Partners, LLC | 502 | $25.8K | 0.00% | +502 | New |
| Golden State Wealth Management, LLC | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $25.7K | 0.02% | +500 | New |
| Allworth Financial LP | 498 | $25.6K | 0.00% | +299+150.3% | Added |
| Cary Street Partner Investment Advisory LLC | 491 | $25.2K | 0.01% | +83+20.3% | Added |
| SRS Capital Advisors, Inc. | 454 | $23.4K | 0.00% | −146−24.3% | Reduced |
| Nisa Investment Advisors, LLC | 441 | $22.7K | 0.00% | +281+175.6% | Added |
| Rise Advisors, LLC | 439 | $22.6K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 426 | $21.9K | 0.00% | −165−27.9% | Reduced |
| Capital Advisors, Ltd. LLC | 399 | $21.0K | 0.00% | +9+2.3% | Added |
| Parallel Advisors, LLC | 393 | $20.2K | 0.00% | +7+1.8% | Added |