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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

Q3 2025 vs. Q2 2025

How the institutions holding Carlyle Group Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CG: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders5739638+74
Shares229.9M3.03M227.7M+911.1K (+0.4%)
Value$11.8B$155.9M$14.3B+$2.61B (+22.4%)

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (118)

Institutions that held Carlyle Group Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 118 by value.

Institutions new to CG in Q3 2025
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC1,205,933$75.6M0.15%
Moore Capital Management, LP670,080$42.0M0.84%
River Road Asset Management, LLC156,271$9.80M0.11%
Edgestream Partners, L.P.90,246$5.66M0.17%
Ibex Wealth Advisors71,565$4.49M0.43%
Union Bancaire Privee, UBP SA83,100$4.24M0.09%
Landscape Capital Management, L.L.C.56,427$3.54M0.22%
Healthcare of Ontario Pension Plan Trust Fund55,000$3.45M0.01%
JRM Investment Counsel, LLC54,240$3.40M1.02%
Jane Street Group, LLC37,934$2.38M0.00%
ExodusPoint Capital Management, LP30,989$1.94M0.03%
Generali Asset Management SPA SGR30,518$1.91M0.04%
Credit Agricole S A28,275$1.77M0.01%
FFG Partners, LLC27,315$1.71M0.46%
Maltese Capital Management LLC25,000$1.57M0.24%
Onyx Bridge Wealth Group LLC24,951$1.56M0.17%
Inceptionr LLC22,960$1.44M0.35%
Concentric Capital Strategies, LP20,206$1.27M0.06%
Impax Asset Management Group plc16,691$1.05M0.01%
Stonegate Management LLC16,000$1.00M0.66%
SummitTX Capital, L.P.15,659$981.8K0.04%
Mackenzie Financial Corp15,260$956.8K0.00%
Nilsine Partners, LLC15,134$948.9K0.09%
Friedenthal Financial14,847$930.9K0.48%
Waterway Wealth Management, LLC14,676$920.2K0.22%
VestGen Advisors, LLC11,935$748.3K0.02%
Retireful, LLC11,703$733.8K0.71%
Marshall Wace, LLP11,591$726.8K0.00%
AXA Investment Managers S.A.10,949$686.5K0.00%
Virginia Retirement Systems Et Al9,400$589.4K0.00%
Ritholtz Wealth Management9,125$572.1K0.01%
Allstate Corp8,765$549.6K0.01%
Winton Group Ltd8,601$539.3K0.02%
CIBC Bancorp USA Inc.8,417$527.7K0.00%
Intech Investment Management LLC7,740$485.3K0.00%
Oak Thistle LLC7,325$459.3K0.07%
HighPoint Advisor Group LLC5,951$373.1K0.02%
Toroso Investments, LLC5,849$366.7K0.00%
Equitable Holdings, Inc.5,829$365.5K0.00%
D. E. Shaw & Co., Inc.5,822$365.0K0.00%
NorthRock Partners, LLC5,634$353.3K0.01%
Volterra Technologies LP5,528$346.6K0.23%
Commerce Bank4,949$310.3K0.00%
Rafferty Asset Management, LLC4,500$282.1K0.00%
Edgemoor Investment Advisors, Inc.4,414$276.8K0.02%
PMG Family Office LLC4,409$276.4K0.31%
Glenmede Investment Management, LP4,285$268.7K0.00%
Atomi Financial Group, Inc.4,154$260.5K0.01%
FORA Capital, LLC4,077$255.6K0.05%
Monument Capital Management3,974$249.2K0.06%
Cresset Asset Management, LLC3,923$246.0K0.00%
Vise Technologies, Inc.3,874$242.9K0.01%
Crossmark Global Holdings, Inc.3,837$240.6K0.00%
David R. Rahn & Associates Inc.3,805$238.6K0.06%
Sagespring Wealth Partners, LLC3,799$238.2K0.00%
United Capital Financial Advisers, LLC3,762$235.9K0.00%
Sowell Financial Services LLC3,726$233.6K0.01%
SPC Financial, Inc.3,718$233.1K0.02%
Carnegie Lake Advisors LLC3,665$229.8K0.09%
Sig Brokerage, LP3,656$229.2K0.06%
Callan Family Office, LLC3,604$226.0K0.01%
Capital Investment Counsel, Inc3,600$225.7K0.03%
RSM US Wealth Management LLC3,591$225.2K0.00%
Vinva Investment Management Ltd3,469$225.1K0.00%
Private Wealth Partners, LLC3,500$219.4K0.02%
GW Henssler & Associates Ltd3,456$216.7K0.01%
Stock Yards Bank & Trust Co3,425$214.7K0.01%
Brown Miller Wealth Management, LLC3,377$211.8K0.06%
Guardian Financial Partners, LLC3,323$208.4K0.09%
Wellington Management Group LLP3,303$207.1K0.00%
Beckerman Institutional, LLC3,291$206.3K0.12%
Fortress Financial Solutions, LLC3,285$206.0K0.22%
Lido Advisors, LLC3,252$203.9K0.00%
Longboard Asset Management, LP3,250$203.8K0.33%
GTS Securities LLC3,230$202.5K0.01%
Lafayette Investments, Inc.3,200$200.6K0.04%
Perigon Wealth Management, LLC3,190$200.0K0.00%
Advisory Services Network, LLC2,284$143.2K0.00%
Mirae Asset Global ETFs Holdings Ltd.1,927$120.8K0.00%
Quadrant Capital Group LLC1,322$82.9K0.00%
Mather Group, LLC.1,011$63.4K0.00%
Community Bank, N.A.772$48.4K0.01%
Oakworth Capital, Inc.708$44.4K0.00%
Root Financial Partners, LLC702$44.0K0.00%
Brown Brothers Harriman & Co647$40.6K0.00%
Motco642$40.3K0.00%
Quarry LP519$32.5K0.01%
Wealthspire Advisors, LLC347$21.8K0.00%
Bokf, NA276$17.3K0.00%
Albion Financial Group273$17.1K0.00%
Raiffeisen Bank International AG262$17.0K0.00%
Financial Consulate, Inc261$16.4K0.00%
High Note Wealth, LLC258$16.2K0.00%
Clayton Financial Group LLC210$13.2K0.01%
Deseret Mutual Benefit Administrators175$11.0K0.00%
Cape Investment Advisory, Inc.114$7.15K0.01%
First Horizon Corp111$6.96K0.00%
JPL Wealth Management, LLC110$6.90K0.00%
Meeder Asset Management Inc107$6.71K0.00%
Teachers Insurance & Annuity Association of America101$6.33K0.01%

Sold out (44)

Institutions that held Carlyle Group Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of CG in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
LGT Capital Partners Ltd.764,000$39.3M
Alyeska Investment Group, L.P.549,334$28.2M
Gillson Capital LP544,213$28.0M
Weiss Asset Management LP495,199$25.5M
Algebris (UK) Ltd392,871$20.2M
Dark Forest Capital Management LP56,326$2.90M
Andra AP-fonden54,000$2.78M
Elo Mutual Pension Insurance Co26,879$1.38M
New York Life Investment Management LLC23,721$1.22M
Jain Global LLC17,555$902.3K
Aster Capital Management (DIFC) Ltd15,355$789.2K
Segall Bryant & Hamill, LLC13,000$668.2K
Brevan Howard Capital Management LP12,036$618.6K
AXA S.A.10,578$543.7K
Old Mission Capital LLC9,780$502.7K
Two Sigma Securities, LLC7,908$406.5K
Fort Point Capital Partners LLC5,025$258.3K
Teza Capital Management LLC5,013$257.7K
Twin Tree Management, LP4,909$252.3K
M&T Bank Corp4,835$248.5K
Meiji Yasuda Life Insurance Co4,679$240.5K
Absolute Gestao de Investimentos Ltda.4,235$217.7K
Revisor Wealth Management LLC3,528$206.4K
Thurston, Springer, Miller, Herd & Titak, Inc.4,008$206.0K
Guggenheim Capital LLC3,969$204.0K
Baltimore-Washington Financial Advisors, Inc.3,949$203.0K
Skopos Labs, Inc.3,825$196.6K
Bryn Mawr Trust Co1,331$68.4K
Ameritas Advisory Services, LLC737$37.9K
NewSquare Capital LLC667$34.3K
Geneos Wealth Management Inc.665$34.2K
Raffa Wealth Management, LLC653$33.6K
Kestra Investment Management, LLC647$31.0K
Twin Peaks Wealth Advisors, LLC292$18.9K
Signaturefd, LLC262$13.5K
Atticus Wealth Management, LLC250$12.8K
Acadian Asset Management LLC237$12.0K
Riggs Asset Managment Co. Inc.182$9.36K
Mount Yale Investment Advisors, LLC65$3.34K
Trifecta Capital Advisors, LLC34$1.75K
WealthTrak Capital Management LLC15$771
Total Investment Management Inc11$565
Whipplewood Advisors, LLC11$565
Stephens Consulting, LLC1$52

Not filed for Q3 2025 yet (9)

Institutions that held Carlyle Group Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank2,920,658$150.1M
Congress Wealth Management LLC89,608$4.61M
CIBC World Markets Corp9,777$502.5K
Avantax Advisory Services, Inc.6,626$340.6K
Breed's Hill Capital LLC4,000$205.6K
Iron Horse Wealth Management, LLC1,664$85.5K
First Horizon Advisors, Inc.385$19.8K
Oliver Lagore Vanvalin Investment Group66$2.86K
Parkworth Wealth Management, Inc.15$771