Skip to main content

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.

Institutional holdersQ3 2025: 638 institutions
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value heldQ3 2025: $14.3B
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2025.

Institutions holding CG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Proffitt & Goodson Inc10$150.00%+10New
Birchbrook, Inc.53$780.00%00.0%Unchanged
Crewe Advisors LLC2$1260.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC121$1770.00%00.0%Unchanged
CoreCap Advisors, LLC3$1880.00%00.0%Unchanged
MV Capital Management, Inc.4$2510.00%00.0%Unchanged
Davis Capital Management4$2510.00%+4New
Salem Investment Counselors Inc5$3140.00%+5New
GPS Wealth Strategies Group, LLC6$3770.00%00.0%Unchanged
Financial Management Professionals, Inc.7$4390.00%00.0%Unchanged
Quaker Wealth Management, LLC7$4390.00%00.0%Unchanged
First Pacific Financial7$4390.00%+7New
Imprint Wealth LLC7$4390.00%+7New
Manchester Capital Management LLC8$5020.00%+8New
Breakwater Investment Management8$5020.00%+8New
Seneschal Advisors, LLC8$5020.00%+8New
Wealth Watch Advisors, INC8$5020.00%+8New
Dogwood Wealth Management LLC8$5020.00%+8New
Creative Financial Designs Inc10$6270.00%00.0%Unchanged
American Capital Advisory, LLC11$6900.00%00.0%Unchanged
Tortoise Investment Management, LLC13$8150.00%+8+160.0%Added
Valued Wealth Advisors LLC14$8780.00%00.0%Unchanged
Cromwell Holdings LLC18$1.13K0.00%00.0%Unchanged
HFM Investment Advisors, LLC19$1.19K0.00%+5+35.7%Added
Johnson Financial Group, Inc.20$1.25K0.00%+20New
Kilter Group LLC21$1.33K0.00%00.0%Unchanged
Quent Capital, LLC22$1.38K0.00%+22New
Atlantic Edge Private Wealth Management, LLC22$1.38K0.00%+22New
Bay Harbor Wealth Management, LLC23$1.44K0.00%+10+76.9%Added
Hughes Financial Services, LLC28$1.47K0.00%00.0%Unchanged
Insight Financial Services23$1.47K0.00%00.0%Unchanged
SJS Investment Consulting Inc.28$1.76K0.00%+5+21.7%Added
Transamerica Financial Advisors, Inc.28$1.76K0.00%+28New
Versant Capital Management, Inc31$1.94K0.00%00.0%Unchanged
Tobam24$2.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC47$2.00K0.00%+47New
Annis Gardner Whiting Capital Advisors, LLC35$2.19K0.00%00.0%Unchanged
WPG Advisers, LLC35$2.19K0.00%00.0%Unchanged
Rialto Wealth Management, LLC35$2.19K0.00%+10+40.0%Added
Foster Dykema Cabot & Partners, LLC36$2.26K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC38$2.38K0.00%+4+11.8%Added
South State Corp.39$2.45K0.00%−40−50.6%Reduced
True Wealth Design, LLC44$2.76K0.00%00.0%Unchanged
Private Wealth Management Group, LLC54$3.39K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.53$3.42K0.00%+8+17.8%Added
Cullen/Frost Bankers, Inc.55$3.44K0.00%00.0%Unchanged
Avion Wealth68$4.00K0.00%+8+13.3%Added
Quest 10 Wealth Builders, Inc.69$4.33K0.00%+69New
Harvest Fund Management Co., Ltd72$5.00K0.00%+72New
Teachers Insurance & Annuity Association of America101$6.33K0.01%+101New
Vision Financial Markets LLC103$6.40K0.01%+1+1.0%Added
Parkside Financial Bank & Trust105$6.58K0.00%00.0%Unchanged
Meeder Asset Management Inc107$6.71K0.00%+107New
JPL Wealth Management, LLC110$6.90K0.00%+110New
First Horizon Corp111$6.96K0.00%+111New
Cape Investment Advisory, Inc.114$7.15K0.01%+114New
Bruce G. Allen Investments, LLC120$7.52K0.01%00.0%Unchanged
Clark Wealth Partners130$7.68K0.00%−96−42.5%Reduced
Ronald Blue Trust, Inc.125$7.84K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC143$8.29K0.00%+27+23.3%Added
Global X Japan Co., Ltd.154$9.66K0.00%−272−63.8%Reduced
Bell Investment Advisors, Inc170$10.7K0.00%00.0%Unchanged
Colonial Trust Co171$10.7K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators175$11.0K0.00%+175New
Farmers & Merchants Investments Inc195$12.2K0.00%+25+14.7%Added
AdvisorNet Financial, Inc199$12.5K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC200$12.5K0.00%00.0%Unchanged
Berbice Capital Management LLC200$12.5K0.01%00.0%Unchanged
S&T Bank202$12.7K0.00%+161+392.7%Added
Harbour Investments, Inc.205$12.9K0.00%+2+1.0%Added
Clayton Financial Group LLC210$13.2K0.01%+210New
Binnacle Investments Inc211$13.2K0.01%00.0%Unchanged
Darwin Advisors, LLC240$15.1K0.00%+1+0.4%Added
Atlantic Trust, LLC250$15.7K0.00%00.0%Unchanged
High Note Wealth, LLC258$16.2K0.00%+258New
Financial Consulate, Inc261$16.4K0.00%+261New
NBT Bank N A63$16.7K0.00%−203−76.3%Reduced
Raiffeisen Bank International AG262$17.0K0.00%+262New
MAI Capital Management273$17.1K0.00%+24+9.6%Added
Albion Financial Group273$17.1K0.00%+273New
Bokf, NA276$17.3K0.00%+276New
Fortitude Family Office, LLC282$17.7K0.00%+5+1.8%Added
Proathlete Wealth Management LLC297$18.6K0.01%00.0%Unchanged
TSFG, LLC300$19.0K0.00%00.0%Unchanged
Wealthspire Advisors, LLC347$21.8K0.00%+347New
Hemington Wealth Management384$24.0K0.00%+112+41.2%Added
Parallel Advisors, LLC393$24.6K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC399$25.0K0.00%00.0%Unchanged
Rise Advisors, LLC439$27.5K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC441$27.7K0.00%00.0%Unchanged
WFA of San Diego, LLC500$31.4K0.02%00.0%Unchanged
Quarry LP519$32.5K0.01%+519New
Cornerstone Planning Group LLC589$33.3K0.01%+102+20.9%Added
Allworth Financial LP545$34.2K0.00%+47+9.4%Added
Golden State Wealth Management, LLC550$34.5K0.00%+50+10.0%Added
Main Street Group, LTD568$35.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB581$36.4K0.00%−1−0.2%Reduced
Essential Partners LLC597$37.4K0.01%+7+1.2%Added
Central Trust Co600$37.6K0.00%−1,520−71.7%Reduced
Cary Street Partner Investment Advisory LLC634$39.8K0.02%+143+29.1%Added