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, Q3 2025
Institutional positions in Carlyle Group Inc. as of Sep 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
- 638
- +74 vs. Q2 2025
- Shares held
- 227.7M
- +911.1K (+0.4%) vs. Q2 2025
- Total value
- $14.3B
- +$2.61B (+22.4%) vs. Q2 2025
- New holders
- 118
- 221 more added
- Sold out
- 44
- 190 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,501,422 | $2.04B | 0.04% | +1,059,335+3.4% | Added |
| Vanguard Group Inc | 25,434,009 | $1.59B | 0.02% | +714,428+2.9% | Added |
| Capital World Investors | 19,975,883 | $1.25B | 0.17% | +17,403+0.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,928,150 | $685.2M | 1.10% | −387,834−3.4% | Reduced |
| Morgan Stanley | 10,105,720 | $633.6M | 0.04% | +969,946+10.6% | Added |
| State Street Corp | 9,942,135 | $623.4M | 0.02% | +1,720,483+20.9% | Added |
| William Blair Investment Management, LLC | 8,748,975 | $548.6M | 1.42% | −1,200,480−12.1% | Reduced |
| Massachusetts Financial Services Co | 7,618,075 | $477.7M | 0.15% | +479,216+6.7% | Added |
| Boston Partners | 6,170,124 | $386.8M | 0.40% | −621,417−9.1% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $372.5M | 1.68% | 00.0% | Unchanged |
| Millennium Management LLC | 4,930,069 | $309.1M | 0.24% | +2,938,161+147.5% | Added |
| Geode Capital Management, LLC | 4,920,746 | $307.7M | 0.02% | +635,852+14.8% | Added |
| Ariel Investments, LLC | 4,233,386 | $265.4M | 2.84% | −472,158−10.0% | Reduced |
| UBS Group AG | 4,037,257 | $253.1M | 0.05% | +407,493+11.2% | Added |
| Legal & General Group Plc | 3,083,600 | $193.3M | 0.04% | −283,380−8.4% | Reduced |
| Dimensional Fund Advisors LP | 2,953,861 | $185.3M | 0.04% | −23,389−0.8% | Reduced |
| Ameriprise Financial Inc | 2,639,897 | $165.5M | 0.04% | −129,734−4.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,622,212 | $164.4M | 0.99% | −149,418−5.4% | Reduced |
| Northern Trust Corp | 2,569,724 | $161.1M | 0.02% | +266,077+11.6% | Added |
| Bank of New York Mellon Corp | 2,319,956 | $145.5M | 0.03% | +55,281+2.4% | Added |
| Royal Bank of Canada | 2,269,053 | $142.3M | 0.03% | −1,044,641−31.5% | Reduced |
| Frontier Capital Management Co LLC | 2,203,897 | $138.2M | 1.24% | +316,738+16.8% | Added |
| Bank of America Corp | 1,958,592 | $122.8M | 0.01% | +87,930+4.7% | Added |
| Capital International Investors | 1,705,518 | $106.9M | 0.02% | −370,256−17.8% | Reduced |
| UBS Asset Management Americas Inc | 1,349,922 | $84.6M | 0.02% | −221,273−14.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $83.2M | 0.68% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,205,933 | $75.6M | 0.15% | +1,205,933 | New |
| Goldman Sachs Group Inc | 1,199,322 | $75.2M | 0.01% | −996,295−45.4% | Reduced |
| JPMorgan Chase & Co | 1,130,875 | $70.9M | 0.00% | +72,154+6.8% | Added |
| FMR LLC | 1,115,682 | $70.0M | 0.00% | −246,396−18.1% | Reduced |
| Azora Capital LP | 1,076,083 | $67.5M | 3.13% | +477,031+79.6% | Added |
| Charles Schwab Investment Management Inc | 1,048,314 | $65.7M | 0.01% | −426,242−28.9% | Reduced |
| Russell Investments Group, Ltd. | 1,040,318 | $65.3M | 0.07% | +616+0.1% | Added |
| Davis Asset Management, L.P. | 1,000,000 | $62.7M | 2.23% | −500,000−33.3% | Reduced |
| Barclays PLC | 924,784 | $58.0M | 0.02% | +257,711+38.6% | Added |
| LPL Financial LLC | 846,385 | $53.1M | 0.02% | +687,105+431.4% | Added |
| Nuveen, LLC | 828,845 | $52.0M | 0.01% | +420,718+103.1% | Added |
| Rhumbline Advisers | 730,867 | $45.8M | 0.04% | +74,160+11.3% | Added |
| Holocene Advisors, LP | 718,562 | $45.1M | 0.10% | +52,686+7.9% | Added |
| Invesco Ltd. | 716,332 | $44.9M | 0.01% | −81,685−10.2% | Reduced |
| Raymond James Financial Inc | 678,021 | $42.5M | 0.01% | −14,362−2.1% | Reduced |
| Franklin Street Advisors Inc | 672,815 | $42.2M | 2.43% | +6,453+1.0% | Added |
| Moore Capital Management, LP | 670,080 | $42.0M | 0.84% | +670,080 | New |
| Private Management Group Inc | 668,828 | $41.9M | 1.25% | −272,042−28.9% | Reduced |
| Argent Capital Management LLC | 624,929 | $39.2M | 1.07% | −857−0.1% | Reduced |
| Envestnet Asset Management Inc | 623,564 | $39.1M | 0.01% | −9,571−1.5% | Reduced |
| Polaris Capital Management, LLC | 578,600 | $36.3M | 2.38% | −49,100−7.8% | Reduced |
| Principal Financial Group Inc | 578,418 | $36.3M | 0.02% | +93,292+19.2% | Added |
| Assetmark, Inc | 559,288 | $35.1M | 0.08% | +35,540+6.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 534,583 | $33.5M | 0.02% | +11,202+2.1% | Added |
| Manufacturers Life Insurance Company, The | 510,111 | $32.0M | 0.03% | +230,300+82.3% | Added |
| Rockefeller Capital Management L.P. | 483,698 | $30.3M | 0.06% | −3,545−0.7% | Reduced |
| California Public Employees Retirement System | 448,689 | $28.1M | 0.02% | +39,792+9.7% | Added |
| Alliancebernstein L.P. | 446,833 | $28.0M | 0.01% | +39,321+9.6% | Added |
| Sirios Capital Management L P | 416,140 | $26.1M | 3.40% | −44,554−9.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 413,402 | $25.9M | 0.02% | +106,503+34.7% | Added |
| Natixis Advisors, L.P. | 399,858 | $25.1M | 0.04% | +30,289+8.2% | Added |
| Wells Fargo & Company | 393,028 | $24.6M | 0.01% | −11,158−2.8% | Reduced |
| Kames Capital plc | 361,894 | $22.7M | 0.27% | +52,032+16.8% | Added |
| Great West Life Assurance Co | 347,506 | $22.5M | 0.03% | +72,630+26.4% | Added |
| American Century Companies Inc | 347,698 | $21.8M | 0.01% | +206,630+146.5% | Added |
| California State Teachers Retirement System | 343,028 | $21.5M | 0.02% | −29,491−7.9% | Reduced |
| CSM Advisors, LLC | 339,003 | $21.3M | 0.59% | +72,278+27.1% | Added |
| Deprince Race & Zollo Inc | 333,564 | $20.9M | 0.42% | −171,974−34.0% | Reduced |
| Deutsche Bank AG | 332,929 | $20.9M | 0.01% | +40,669+13.9% | Added |
| Retirement Systems of Alabama | 314,872 | $19.7M | 0.07% | +54,452+20.9% | Added |
| Sargent Investment Group, LLC | 307,467 | $19.3M | 2.75% | −12,570−3.9% | Reduced |
| Amundi | 265,811 | $16.8M | 0.01% | −25,404−8.7% | Reduced |
| DnB Asset Management AS | 264,715 | $16.6M | 0.06% | −40,715−13.3% | Reduced |
| First Trust Advisors LP | 261,634 | $16.4M | 0.01% | −113,139−30.2% | Reduced |
| Susquehanna International Group, LLP | 260,371 | $16.3M | 0.02% | +186,569+252.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 247,189 | $15.5M | 2.41% | −67,245−21.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 233,054 | $14.6M | 1.19% | +82,094+54.4% | Added |
| Korea Investment CORP | 222,496 | $14.0M | 0.03% | +1,300+0.6% | Added |
| Royal London Asset Management Ltd | 216,520 | $13.6M | 0.03% | +109,057+101.5% | Added |
| Point72 Europe (London) LLP | 215,490 | $13.5M | 0.73% | +137,690+177.0% | Added |
| Brandywine Global Investment Management, LLC | 212,622 | $13.3M | 0.09% | −280−0.1% | Reduced |
| Bank of Montreal | 211,663 | $13.3M | 0.01% | +560.0% | Added |
| Brown Advisory Inc | 209,804 | $13.2M | 0.02% | −50,050−19.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,132 | $13.0M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 207,395 | $13.0M | 0.02% | +29,000+16.3% | Added |
| Price T Rowe Associates Inc | 202,718 | $12.7M | 0.00% | +34,353+20.4% | Added |
| Oppenheimer & Co Inc | 196,238 | $12.3M | 0.15% | −86,401−30.6% | Reduced |
| Sit Investment Associates Inc | 192,416 | $12.1M | 0.24% | −14,819−7.2% | Reduced |
| Walleye Capital LLC | 190,581 | $11.9M | 0.10% | −229,947−54.7% | Reduced |
| SOL Capital Management CO | 188,239 | $11.8M | 1.06% | +1,669+0.9% | Added |
| Comerica Bank | 185,959 | $11.7M | 0.04% | +26,457+16.6% | Added |
| Standard Life Aberdeen plc | 183,210 | $11.5M | 0.02% | +28,317+18.3% | Added |
| National Bank of Canada | 183,114 | $11.5M | 0.01% | −15,384−7.8% | Reduced |
| Stifel Financial Corp | 174,451 | $10.9M | 0.01% | −15,799−8.3% | Reduced |
| Channing Capital Management, LLC | 171,755 | $10.8M | 0.28% | −31,615−15.5% | Reduced |
| Bamco Inc | 167,076 | $10.5M | 0.03% | −1,325,709−88.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 165,789 | $10.4M | 0.04% | +5,788+3.6% | Added |
| Gator Capital Management, LLC | 162,765 | $10.2M | 2.62% | +1,230+0.8% | Added |
| Lazard Asset Management LLC | 161,806 | $10.1M | 0.01% | −56,876−26.0% | Reduced |
| Forsta Ap-Fonden | 161,600 | $10.1M | 0.06% | +66,900+70.6% | Added |
| State Board of Administration of Florida Retirement System | 158,087 | $9.91M | 0.02% | +7,589+5.0% | Added |
| River Road Asset Management, LLC | 156,271 | $9.80M | 0.11% | +156,271 | New |
| AQR Capital Management LLC | 155,798 | $9.77M | 0.01% | +6,390+4.3% | Added |
| Van Eck Associates Corp | 152,538 | $9.56M | 0.01% | −27,034−15.1% | Reduced |