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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 385 | $19.8K | 0.00% | +68+21.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 292 | $18.9K | 0.01% | +292 | New |
| Covestor Ltd | 337 | $17.0K | 0.01% | +31+10.1% | Added |
| Proathlete Wealth Management LLC | 297 | $15.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 277 | $14.2K | 0.00% | +137+97.9% | Added |
| NBT Bank N A | 266 | $13.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $13.5K | 0.00% | −33−11.2% | Reduced |
| Hemington Wealth Management | 272 | $13.0K | 0.00% | +59+27.7% | Added |
| Atticus Wealth Management, LLC | 250 | $12.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $12.8K | 0.00% | +250 | New |
| MAI Capital Management | 249 | $12.8K | 0.00% | −598−70.6% | Reduced |
| Darwin Advisors, LLC | 239 | $12.3K | 0.00% | +239 | New |
| Acadian Asset Management LLC | 237 | $12.0K | 0.00% | −218−47.9% | Reduced |
| Clark Wealth Partners | 226 | $11.6K | 0.01% | −369−62.0% | Reduced |
| Binnacle Investments Inc | 211 | $10.8K | 0.01% | +7+3.4% | Added |
| Harbour Investments, Inc. | 203 | $10.4K | 0.00% | +42+26.1% | Added |
| Glen Eagle Advisors, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 199 | $10.2K | 0.00% | −20−9.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 182 | $9.36K | 0.00% | −2,739−93.8% | Reduced |
| Colonial Trust Co | 171 | $8.79K | 0.00% | +33+23.9% | Added |
| Farmers & Merchants Investments Inc | 170 | $8.74K | 0.00% | +21+14.1% | Added |
| Bell Investment Advisors, Inc | 170 | $8.74K | 0.00% | +41+31.8% | Added |
| Ronald Blue Trust, Inc. | 125 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $6.17K | 0.00% | −75−38.5% | Reduced |
| JFS Wealth Advisors, LLC | 116 | $5.41K | 0.00% | −68−37.0% | Reduced |
| Parkside Financial Bank & Trust | 105 | $5.40K | 0.00% | −21−16.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $5.35K | 0.00% | −13−11.1% | Reduced |
| Vision Financial Markets LLC | 102 | $5.22K | 0.00% | +1+1.0% | Added |
| Ossiam | 90 | $4.63K | 0.00% | −2,780−96.9% | Reduced |
| South State Corp. | 79 | $4.06K | 0.00% | +13+19.7% | Added |
| Mount Yale Investment Advisors, LLC | 65 | $3.34K | 0.00% | +65 | New |
| Avion Wealth | 60 | $3.00K | 0.00% | +16+36.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 66 | $2.86K | 0.00% | +66 | New |
| Cullen/Frost Bankers, Inc. | 55 | $2.81K | 0.00% | +36+189.5% | Added |
| Private Wealth Management Group, LLC | 54 | $2.78K | 0.00% | −54−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 45 | $2.31K | 0.00% | +6+15.4% | Added |
| True Wealth Design, LLC | 44 | $2.26K | 0.00% | +34+340.0% | Added |
| S&T Bank | 41 | $2.11K | 0.00% | −22−34.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $1.80K | 0.00% | −36−50.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1.80K | 0.00% | +35 | New |
| Hughes Financial Services, LLC | 28 | $1.76K | 0.00% | −20−41.7% | Reduced |
| Principia Wealth Advisory, LLC | 34 | $1.75K | 0.00% | +19+126.7% | Added |
| Trifecta Capital Advisors, LLC | 34 | $1.75K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 31 | $1.59K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 25 | $1.28K | 0.00% | −21−45.7% | Reduced |
| Insight Financial Services | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.18K | 0.00% | −14−37.8% | Reduced |
| Kilter Group LLC | 21 | $1.09K | 0.00% | +21 | New |
| Tobam | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $925 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $771 | 0.00% | −20−57.1% | Reduced |
| Parkworth Wealth Management, Inc. | 15 | $771 | 0.00% | +10+200.0% | Added |
| Valued Wealth Advisors LLC | 14 | $720 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $720 | 0.00% | +6+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $668 | 0.00% | +8+160.0% | Added |
| American Capital Advisory, LLC | 11 | $566 | 0.00% | +11 | New |
| Whipplewood Advisors, LLC | 11 | $565 | 0.00% | −561−98.1% | Reduced |
| Total Investment Management Inc | 11 | $565 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 10 | $514 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 7 | $360 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $360 | 0.00% | +7 | New |
| Pacer Advisors, Inc. | 6 | $308 | 0.00% | −13,308−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $308 | 0.00% | +5+500.0% | Added |
| Tortoise Investment Management, LLC | 5 | $257 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $206 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 3 | $154 | 0.00% | −27−90.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 121 | $148 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 53 | $65 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $52 | 0.00% | +1 | New |
| 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 |