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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 4,500 | $282.1K | 0.00% | +4,500 | New |
| Investment Partners Asset Management, Inc. | 4,528 | $283.9K | 0.19% | 00.0% | Unchanged |
| Vestcor Inc | 4,543 | $285.0K | 0.01% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,586 | $287.5K | 0.15% | −447−8.9% | Reduced |
| Spire Wealth Management | 4,649 | $291.5K | 0.01% | −811−14.9% | Reduced |
| Stelac Advisory Services LLC | 4,686 | $293.8K | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,817 | $302.0K | 0.01% | −503−9.5% | Reduced |
| BFSG, LLC | 4,915 | $308.2K | 0.03% | −2,430−33.1% | Reduced |
| Commerce Bank | 4,949 | $310.3K | 0.00% | +4,949 | New |
| Harbor Investment Advisory, LLC | 5,000 | $313.5K | 0.03% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,120 | $321.0K | 0.19% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,145 | $322.6K | 0.01% | +9+0.2% | Added |
| Cary Street Partners Financial LLC | 5,200 | $326.0K | 0.01% | −43−0.8% | Reduced |
| Tranquility Partners, LLC | 5,221 | $327.4K | 0.11% | +979+23.1% | Added |
| Cassaday & Co Wealth Management LLC | 5,363 | $336.3K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,429 | $340.4K | 0.01% | −416−7.1% | Reduced |
| Volterra Technologies LP | 5,528 | $346.6K | 0.23% | +5,528 | New |
| NorthRock Partners, LLC | 5,634 | $353.3K | 0.01% | +5,634 | New |
| Prentice Wealth Management LLC | 5,673 | $355.7K | 0.09% | +57+1.0% | Added |
| Jaffetilchin Investment Partners, LLC | 5,696 | $357.2K | 0.02% | +65+1.2% | Added |
| Westbourne Investment Advisors, Inc. | 5,800 | $363.7K | 0.10% | −300−4.9% | Reduced |
| MJP Associates Inc | 5,814 | $364.5K | 0.05% | −50−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 5,822 | $365.0K | 0.00% | +5,822 | New |
| Equitable Holdings, Inc. | 5,829 | $365.5K | 0.00% | +5,829 | New |
| Toroso Investments, LLC | 5,849 | $366.7K | 0.00% | +5,849 | New |
| Edmond de Rothschild Holding S.A. | 5,850 | $366.8K | 0.01% | −7,091−54.8% | Reduced |
| Profund Advisors LLC | 5,909 | $370.5K | 0.01% | +1,381+30.5% | Added |
| Pictet North America Advisors SA | 5,950 | $373.1K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,951 | $373.1K | 0.02% | +5,951 | New |
| We Are One Seven, LLC | 5,961 | $373.8K | 0.01% | +1,236+26.2% | Added |
| Advisor OS, LLC | 5,972 | $374.4K | 0.03% | −580−8.9% | Reduced |
| GWM Advisors LLC | 5,981 | $375.0K | 0.00% | +465+8.4% | Added |
| Pallas Capital Advisors LLC | 6,022 | $377.6K | 0.01% | +22+0.4% | Added |
| Spirit of America Management Corp | 6,050 | $379.3K | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 6,253 | $392.1K | 0.00% | −25,317−80.2% | Reduced |
| Visionary Wealth Advisors | 6,261 | $392.5K | 0.02% | +20.0% | Added |
| Wedmont Private Capital | 6,380 | $393.1K | 0.01% | +549+9.4% | Added |
| Diversify Advisory Services, LLC | 7,643 | $396.0K | 0.01% | −1,076−12.3% | Reduced |
| Bank of Nova Scotia | 6,348 | $398.9K | 0.00% | −18,122−74.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $399.1K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,396 | $401.1K | 0.01% | +1,647+34.7% | Added |
| Equitable Trust Co | 6,482 | $406.4K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,485 | $406.6K | 0.02% | −2,753−29.8% | Reduced |
| Sterneck Capital Management, LLC | 6,569 | $411.9K | 0.19% | −3,900−37.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,577 | $412.4K | 0.02% | +711+12.1% | Added |
| DMG Group, LLC | 6,594 | $413.4K | 0.29% | +205+3.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,663 | $417.8K | 0.00% | −759−10.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,685 | $419.1K | 0.02% | +145+2.2% | Added |
| Triangle Securities Wealth Management | 6,768 | $424.4K | 0.10% | −502−6.9% | Reduced |
| Summit Financial, LLC | 6,825 | $427.9K | 0.01% | −330−4.6% | Reduced |
| Fayez Sarofim & Co | 6,849 | $429.4K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,961 | $436.5K | 0.00% | −348−4.8% | Reduced |
| PFG Investments, LLC | 6,999 | $438.8K | 0.02% | −997−12.5% | Reduced |
| Blue Rock Wealth Management LLC | 7,000 | $438.9K | 0.27% | +1,000+16.7% | Added |
| SlateStone Wealth, LLC | 7,029 | $441.0K | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $442.5K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 7,109 | $445.7K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,115 | $446.1K | 0.00% | −74−1.0% | Reduced |
| Principle Wealth Partners LLC | 7,131 | $447.1K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 7,236 | $453.7K | 0.05% | −5,749−44.3% | Reduced |
| Oak Thistle LLC | 7,325 | $459.3K | 0.07% | +7,325 | New |
| NewEdge Wealth, LLC | 8,845 | $460.4K | 0.01% | +44+0.5% | Added |
| Kovack Advisors, Inc. | 7,502 | $470.4K | 0.04% | −1,510−16.8% | Reduced |
| Integrated Wealth Concepts LLC | 7,520 | $471.5K | 0.00% | +3,101+70.2% | Added |
| Snowden Capital Advisors LLC | 7,529 | $472.1K | 0.01% | +3,126+71.0% | Added |
| Shelton Capital Management | 7,560 | $474.0K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7,573 | $474.8K | 0.13% | +46+0.6% | Added |
| 1832 Asset Management L.P. | 7,650 | $479.7K | 0.00% | +915+13.6% | Added |
| Triad Wealth Partners, LLC | 7,657 | $480.1K | 0.06% | +650+9.3% | Added |
| Everence Capital Management Inc | 7,720 | $484.0K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,740 | $485.3K | 0.00% | +7,740 | New |
| National Pension Service | 7,810 | $489.7K | 0.00% | +3,982+104.0% | Added |
| Jones Financial Companies LLLP | 7,667 | $490.5K | 0.00% | +1,518+24.7% | Added |
| Axq Capital, LP | 7,927 | $497.0K | 0.19% | −12,643−61.5% | Reduced |
| EntryPoint Capital, LLC | 7,936 | $497.6K | 0.19% | +3,484+78.3% | Added |
| Verdence Capital Advisors LLC | 8,752 | $509.5K | 0.03% | −2,921−25.0% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $514.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,374 | $525.0K | 0.01% | +4,013+92.0% | Added |
| CIBC Bancorp USA Inc. | 8,417 | $527.7K | 0.00% | +8,417 | New |
| GAMMA Investing LLC | 8,564 | $537.0K | 0.03% | +522+6.5% | Added |
| E&G Advisors, LP | 8,600 | $539.2K | 0.13% | 00.0% | Unchanged |
| Winton Group Ltd | 8,601 | $539.3K | 0.02% | +8,601 | New |
| Colony Group, LLC | 10,209 | $541.5K | 0.00% | +3,752+58.1% | Added |
| QRG Capital Management, Inc. | 8,716 | $546.5K | 0.01% | −9,658−52.6% | Reduced |
| Private Advisor Group, LLC | 8,752 | $548.7K | 0.00% | +3,444+64.9% | Added |
| Allstate Corp | 8,765 | $549.6K | 0.01% | +8,765 | New |
| Forum Financial Management, LP | 8,908 | $558.5K | 0.01% | +882+11.0% | Added |
| Jefferies Financial Group Inc. | 9,000 | $564.3K | 0.01% | −166,000−94.9% | Reduced |
| Fiduciary Group LLC | 9,000 | $564.3K | 0.05% | 00.0% | Unchanged |
| Promethium Advisors,llc | 9,049 | $567.4K | 0.33% | −2,174−19.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,109 | $571.1K | 0.23% | −2,062−18.5% | Reduced |
| Ritholtz Wealth Management | 9,125 | $572.1K | 0.01% | +9,125 | New |
| Everhart Financial Group, Inc. | 9,141 | $573.1K | 0.06% | +1,744+23.6% | Added |
| Greenwood Capital Associates LLC | 9,155 | $574.0K | 0.07% | −857−8.6% | Reduced |
| Allianz Asset Management GmbH | 9,362 | $587.0K | 0.00% | +1,079+13.0% | Added |
| Virginia Retirement Systems Et Al | 9,400 | $589.4K | 0.00% | +9,400 | New |
| Schonfeld Strategic Advisors LLC | 9,759 | $611.9K | 0.00% | −61,577−86.3% | Reduced |
| Schroder Investment Management Group | 9,843 | $617.2K | 0.00% | +5,357+119.4% | Added |
| Advisors Asset Management, Inc. | 9,990 | $626.4K | 0.01% | +3,264+48.5% | Added |
| Moors & Cabot, Inc. | 10,029 | $628.8K | 0.03% | −1,000−9.1% | Reduced |