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 |
|---|---|---|---|---|---|
| Motco | 642 | $40.3K | 0.00% | +642 | New |
| Brown Brothers Harriman & Co | 647 | $40.6K | 0.00% | +647 | New |
| Marshall & Sterling Wealth Advisors Inc. | 690 | $43.3K | 0.03% | +586+563.5% | Added |
| Root Financial Partners, LLC | 702 | $44.0K | 0.00% | +702 | New |
| Oakworth Capital, Inc. | 708 | $44.4K | 0.00% | +708 | New |
| Community Bank, N.A. | 772 | $48.4K | 0.01% | +772 | New |
| CVA Family Office, LLC | 865 | $54.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 882 | $55.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 911 | $57.1K | 0.00% | +409+81.5% | Added |
| LRI Investments, LLC | 949 | $59.5K | 0.00% | +52+5.8% | Added |
| State of Wyoming | 967 | $60.6K | 0.01% | −6,381−86.8% | Reduced |
| Retirement Wealth Solutions LLC | 993 | $62.3K | 0.04% | −124−11.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,001 | $62.8K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,003 | $62.9K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,011 | $63.4K | 0.00% | +1,011 | New |
| Quest Partners LLC | 1,280 | $80.3K | 0.01% | −657−33.9% | Reduced |
| Quadrant Capital Group LLC | 1,322 | $82.9K | 0.00% | +1,322 | New |
| Rothschild Investment LLC | 1,331 | $83.5K | 0.00% | +76+6.1% | Added |
| Ostrum Asset Management | 1,358 | $85.1K | 0.00% | −42−3.0% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $86.7K | 0.03% | 00.0% | Unchanged |
| Ossiam | 1,467 | $92.0K | 0.00% | +1,377+1,530.0% | Added |
| Smartleaf Asset Management LLC | 1,463 | $94.9K | 0.01% | +951+185.7% | Added |
| Valley National Advisers Inc | 1,520 | $95.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,578 | $98.0K | 0.00% | −803−33.7% | Reduced |
| Bogart Wealth, LLC | 1,576 | $98.8K | 0.00% | +16+1.0% | Added |
| EverSource Wealth Advisors, LLC | 1,587 | $99.5K | 0.00% | +33+2.1% | Added |
| Optiver Holding B.V. | 1,594 | $99.9K | 0.00% | +795+99.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $106.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,758 | $110.2K | 0.00% | +71+4.2% | Added |
| Huntington National Bank | 1,787 | $112.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,789 | $112.2K | 0.00% | +639+55.6% | Added |
| Sunbelt Securities, Inc. | 1,790 | $112.2K | 0.01% | −210−10.5% | Reduced |
| Optimum Investment Advisors | 1,800 | $112.9K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,927 | $120.8K | 0.00% | +1,927 | New |
| Private Trust Co NA | 2,080 | $130.4K | 0.01% | +1,490+252.5% | Added |
| Covestor Ltd | 2,082 | $131.0K | 0.07% | +1,745+517.8% | Added |
| Wellington Shields & Co., LLC | 2,098 | $131.6K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,100 | $131.7K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,243 | $140.6K | 0.07% | +12+0.5% | Added |
| CIBC Private Wealth Group, LLC | 2,254 | $141.3K | 0.00% | +1,054+87.8% | Added |
| Advisory Services Network, LLC | 2,284 | $143.2K | 0.00% | +2,284 | New |
| Leonteq Securities AG | 2,595 | $162.7K | 0.01% | −551−17.5% | Reduced |
| Ci Investments Inc. | 2,759 | $173.0K | 0.00% | −939−25.4% | Reduced |
| Hantz Financial Services, Inc. | 2,832 | $178.0K | 0.00% | +1,129+66.3% | Added |
| North Capital, Inc. | 2,844 | $178.3K | 0.14% | +10.0% | Added |
| IFP Advisors, Inc | 2,935 | $184.0K | 0.00% | +2,255+331.6% | Added |
| Old Point Trust & Financial Services N A | 3,000 | $188.1K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,086 | $193.0K | 0.26% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,128 | $196.1K | 0.01% | −27−0.9% | Reduced |
| Perigon Wealth Management, LLC | 3,190 | $200.0K | 0.00% | +3,190 | New |
| Lafayette Investments, Inc. | 3,200 | $200.6K | 0.04% | +3,200 | New |
| GTS Securities LLC | 3,230 | $202.5K | 0.01% | +3,230 | New |
| Longboard Asset Management, LP | 3,250 | $203.8K | 0.33% | +3,250 | New |
| Lido Advisors, LLC | 3,252 | $203.9K | 0.00% | +3,252 | New |
| Fortress Financial Solutions, LLC | 3,285 | $206.0K | 0.22% | +3,285 | New |
| Beckerman Institutional, LLC | 3,291 | $206.3K | 0.12% | +3,291 | New |
| Wellington Management Group LLP | 3,303 | $207.1K | 0.00% | +3,303 | New |
| Guardian Financial Partners, LLC | 3,323 | $208.4K | 0.09% | +3,323 | New |
| Western Pacific Wealth Management, LP | 3,356 | $210.4K | 0.21% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,377 | $211.8K | 0.06% | +3,377 | New |
| Whetstone Capital Advisors, LLC | 3,379 | $211.9K | 0.06% | −714−17.4% | Reduced |
| Merit Financial Group, LLC | 3,395 | $212.9K | 0.00% | −851−20.0% | Reduced |
| Stock Yards Bank & Trust Co | 3,425 | $214.7K | 0.01% | +3,425 | New |
| GW Henssler & Associates Ltd | 3,456 | $216.7K | 0.01% | +3,456 | New |
| Larson Financial Group LLC | 3,483 | $218.4K | 0.01% | +196+6.0% | Added |
| Private Wealth Partners, LLC | 3,500 | $219.4K | 0.02% | +3,500 | New |
| Vinva Investment Management Ltd | 3,469 | $225.1K | 0.00% | +3,469 | New |
| RSM US Wealth Management LLC | 3,591 | $225.2K | 0.00% | +3,591 | New |
| Capital Investment Counsel, Inc | 3,600 | $225.7K | 0.03% | +3,600 | New |
| Callan Family Office, LLC | 3,604 | $226.0K | 0.01% | +3,604 | New |
| Sig Brokerage, LP | 3,656 | $229.2K | 0.06% | +3,656 | New |
| Carnegie Lake Advisors LLC | 3,665 | $229.8K | 0.09% | +3,665 | New |
| Atlantic Union Bankshares Corp | 3,746 | $231.1K | 0.00% | +1,184+46.2% | Added |
| SPC Financial, Inc. | 3,718 | $233.1K | 0.02% | +3,718 | New |
| Sowell Financial Services LLC | 3,726 | $233.6K | 0.01% | +3,726 | New |
| International Assets Investment Management, LLC | 4,458 | $235.5K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,762 | $235.9K | 0.00% | +3,762 | New |
| Umb Bank N A | 3,784 | $237.3K | 0.00% | −8−0.2% | Reduced |
| Sagespring Wealth Partners, LLC | 3,799 | $238.2K | 0.00% | +3,799 | New |
| David R. Rahn & Associates Inc. | 3,805 | $238.6K | 0.06% | +3,805 | New |
| Crossmark Global Holdings, Inc. | 3,837 | $240.6K | 0.00% | +3,837 | New |
| Vise Technologies, Inc. | 3,874 | $242.9K | 0.01% | +3,874 | New |
| Cresset Asset Management, LLC | 3,923 | $246.0K | 0.00% | +3,923 | New |
| Monument Capital Management | 3,974 | $249.2K | 0.06% | +3,974 | New |
| UniSuper Management Pty Ltd | 4,000 | $250.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,005 | $251.0K | 0.00% | +1,960+95.8% | Added |
| FORA Capital, LLC | 4,077 | $255.6K | 0.05% | +4,077 | New |
| American Trust | 4,111 | $257.8K | 0.02% | −453−9.9% | Reduced |
| Mirador Capital Partners LP | 4,123 | $258.5K | 0.04% | −120−2.8% | Reduced |
| Atomi Financial Group, Inc. | 4,154 | $260.5K | 0.01% | +4,154 | New |
| Pictet & Cie (Europe) SA | 4,250 | $266.5K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 4,285 | $268.7K | 0.00% | +4,285 | New |
| Allspring Global Investments Holdings, LLC | 4,512 | $274.2K | 0.00% | +47+1.1% | Added |
| Barrett & Company, Inc. | 4,406 | $276.3K | 0.09% | 00.0% | Unchanged |
| PMG Family Office LLC | 4,409 | $276.4K | 0.31% | +4,409 | New |
| Edgemoor Investment Advisors, Inc. | 4,414 | $276.8K | 0.02% | +4,414 | New |
| Cornerstone Select Advisors, LLC | 4,415 | $276.8K | 0.20% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 4,425 | $277.4K | 0.05% | −10,282−69.9% | Reduced |
| Regatta Capital Group, LLC | 4,431 | $277.8K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,500 | $282.1K | 0.07% | 00.0% | Unchanged |