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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 10,077 | $631.8K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,354 | $649.2K | 0.09% | +927+9.8% | Added |
| SRS Capital Advisors, Inc. | 10,369 | $650.2K | 0.01% | +9,915+2,183.9% | Added |
| TBH Global Asset Management, LLC | 10,379 | $650.8K | 0.13% | −246−2.3% | Reduced |
| Tritonpoint Wealth, LLC | 10,513 | $659.2K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,665 | $668.7K | 0.07% | −250−2.3% | Reduced |
| FJ Capital Management LLC | 10,696 | $670.6K | 0.07% | +6,750+171.1% | Added |
| Bearing Point Capital, LLC | 10,775 | $675.6K | 0.12% | −60−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 10,800 | $677.2K | 0.09% | 00.0% | Unchanged |
| Macquarie Group Ltd | 10,859 | $680.9K | 0.00% | −685−5.9% | Reduced |
| AXA Investment Managers S.A. | 10,949 | $686.5K | 0.00% | +10,949 | New |
| Catalyst Capital Advisors LLC | 11,000 | $689.7K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 11,023 | $691.1K | 0.01% | +5,314+93.1% | Added |
| ProShare Advisors LLC | 11,076 | $694.5K | 0.00% | +1,623+17.2% | Added |
| North Star Investment Management Corp. | 11,079 | $694.7K | 0.04% | −546−4.7% | Reduced |
| Warren Averett Asset Management, LLC | 11,228 | $704.0K | 0.01% | +5,855+109.0% | Added |
| Gulf International Bank (UK) Ltd | 11,257 | $706.0K | 0.02% | −464−4.0% | Reduced |
| Park Avenue Securities LLC | 11,321 | $710.0K | 0.01% | −1,361−10.7% | Reduced |
| McGowan Group Asset Management, Inc. | 11,469 | $719.1K | 0.09% | +12+0.1% | Added |
| Marshall Wace, LLP | 11,591 | $726.8K | 0.00% | +11,591 | New |
| Storebrand Asset Management AS | 11,594 | $726.9K | 0.00% | +2,654+29.7% | Added |
| J.W. Cole Advisors, Inc. | 11,598 | $727.2K | 0.01% | +895+8.4% | Added |
| Retireful, LLC | 11,703 | $733.8K | 0.71% | +11,703 | New |
| HB Wealth Management, LLC | 11,916 | $747.1K | 0.01% | +638+5.7% | Added |
| VestGen Advisors, LLC | 11,935 | $748.3K | 0.02% | +11,935 | New |
| Janus Henderson Group PLC | 12,173 | $763.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,245 | $768.0K | 0.00% | +983+8.7% | Added |
| First Manhattan Co | 12,250 | $768.1K | 0.00% | −1,825−13.0% | Reduced |
| Thoroughbred Financial Services, LLC | 12,513 | $784.0K | 0.05% | −1,150−8.4% | Reduced |
| Stiles Financial Services Inc | 12,516 | $784.8K | 0.25% | +342+2.8% | Added |
| Guinness Asset Management LTD | 12,201 | $791.7K | 0.01% | −216−1.7% | Reduced |
| Empowered Funds, LLC | 12,877 | $807.4K | 0.01% | +5,599+76.9% | Added |
| ASR Vermogensbeheer N.V. | 13,191 | $827.1K | 0.01% | +50.0% | Added |
| Maryland State Retirement & Pension System | 13,486 | $845.6K | 0.02% | +775+6.1% | Added |
| Davenport & Co LLC | 13,525 | $848.0K | 0.00% | +794+6.2% | Added |
| US Bancorp | 13,568 | $850.7K | 0.00% | −156−1.1% | Reduced |
| CIBC Asset Management Inc | 14,215 | $891.3K | 0.00% | +67+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 14,533 | $911.2K | 0.00% | +10,370+249.1% | Added |
| Stablepoint Partners, LLC | 14,562 | $913.0K | 0.14% | +20.0% | Added |
| Waterway Wealth Management, LLC | 14,676 | $920.2K | 0.22% | +14,676 | New |
| Friedenthal Financial | 14,847 | $930.9K | 0.48% | +14,847 | New |
| Nilsine Partners, LLC | 15,134 | $948.9K | 0.09% | +15,134 | New |
| Mackenzie Financial Corp | 15,260 | $956.8K | 0.00% | +15,260 | New |
| Arete Wealth Advisors, LLC | 15,365 | $963.0K | 0.06% | −293−1.9% | Reduced |
| Avanza Fonder AB | 15,407 | $966.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,453 | $968.9K | 0.00% | −2,225−12.6% | Reduced |
| SummitTX Capital, L.P. | 15,659 | $981.8K | 0.04% | +15,659 | New |
| Clearstead Advisors, LLC | 15,671 | $982.6K | 0.01% | −1,522−8.9% | Reduced |
| Baldwin Brothers Inc | 15,720 | $985.6K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,745 | $987.2K | 0.00% | −1,851−10.5% | Reduced |
| Stonegate Management LLC | 16,000 | $1.00M | 0.66% | +16,000 | New |
| O'Rourke & Company, Inc | 16,132 | $1.01M | 0.42% | −376−2.3% | Reduced |
| SMH Capital Advisors Inc | 19,005 | $1.01M | 2.07% | −47−0.2% | Reduced |
| Sterling Capital Management LLC | 16,170 | $1.01M | 0.01% | −1,239−7.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,248 | $1.02M | 0.04% | −600−3.6% | Reduced |
| Synovus Financial Corp | 16,330 | $1.02M | 0.01% | −87−0.5% | Reduced |
| 44 Wealth Management LLC | 16,366 | $1.03M | 0.35% | +154+0.9% | Added |
| TD Private Client Wealth LLC | 16,434 | $1.03M | 0.02% | +954+6.2% | Added |
| Impax Asset Management Group plc | 16,691 | $1.05M | 0.01% | +16,691 | New |
| Creative Planning | 16,827 | $1.06M | 0.00% | −3,149−15.8% | Reduced |
| TD Waterhouse Canada Inc. | 17,716 | $1.08M | 0.01% | −559−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,235 | $1.08M | 0.04% | −6,790−28.3% | Reduced |
| Pathstone Holdings, LLC | 17,887 | $1.12M | 0.00% | +1,528+9.3% | Added |
| Journey Strategic Wealth LLC | 18,002 | $1.13M | 0.03% | −238−1.3% | Reduced |
| CenterBook Partners LP | 18,210 | $1.14M | 0.06% | +5,206+40.0% | Added |
| Intrepid Capital Management Inc | 18,585 | $1.17M | 0.46% | −660−3.4% | Reduced |
| Garrison Bradford & Associates Inc | 18,843 | $1.18M | 1.26% | −100−0.5% | Reduced |
| Arkadios Wealth Advisors | 18,968 | $1.19M | 0.03% | +1,321+7.5% | Added |
| Securian Asset Management, Inc | 19,504 | $1.22M | 0.03% | +3,278+20.2% | Added |
| Captrust Financial Advisors | 19,716 | $1.24M | 0.00% | −7,399−27.3% | Reduced |
| Daiwa Securities Group Inc. | 19,773 | $1.24M | 0.00% | +600+3.1% | Added |
| Hoertkorn Richard Charles | 20,000 | $1.25M | 0.48% | 00.0% | Unchanged |
| Carson Advisory Inc. | 20,026 | $1.26M | 0.68% | −700−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,098 | $1.26M | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 20,111 | $1.26M | 0.01% | +3,000+17.5% | Added |
| Concentric Capital Strategies, LP | 20,206 | $1.27M | 0.06% | +20,206 | New |
| Blair William & Co | 20,259 | $1.27M | 0.00% | +1,080+5.6% | Added |
| Brinker Capital Investments, LLC | 21,202 | $1.33M | 0.01% | +6,180+41.1% | Added |
| Federated Hermes, Inc. | 21,227 | $1.33M | 0.00% | +1,336+6.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,011 | $1.36M | 0.00% | +373+1.7% | Added |
| Nordea Investment Management AB | 21,746 | $1.36M | 0.00% | +1,966+9.9% | Added |
| Daymark Wealth Partners, LLC | 21,932 | $1.38M | 0.05% | +3,023+16.0% | Added |
| D.A. Davidson & Co. | 22,132 | $1.39M | 0.01% | −2,740−11.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,358 | $1.40M | 0.01% | −484−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,534 | $1.41M | 0.01% | +9,985+79.6% | Added |
| Inceptionr LLC | 22,960 | $1.44M | 0.35% | +22,960 | New |
| Mariner, LLC | 23,644 | $1.48M | 0.00% | −9,332−28.3% | Reduced |
| Zhang Financial LLC | 23,831 | $1.49M | 0.06% | −2,777−10.4% | Reduced |
| Apollon Wealth Management, LLC | 24,023 | $1.51M | 0.03% | +1,286+5.7% | Added |
| Waterfront Wealth Inc. | 26,063 | $1.51M | 0.31% | 00.0% | Unchanged |
| Trexquant Investment LP | 24,173 | $1.52M | 0.02% | −139,469−85.2% | Reduced |
| ISAM Funds (UK) Ltd | 24,288 | $1.52M | 0.31% | +3,473+16.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.54M | 0.01% | −77−0.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,951 | $1.56M | 0.17% | +24,951 | New |
| Maltese Capital Management LLC | 25,000 | $1.57M | 0.24% | +25,000 | New |
| JustInvest LLC | 25,099 | $1.57M | 0.02% | +831+3.4% | Added |
| OP Asset Management Ltd | 25,738 | $1.61M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 25,888 | $1.62M | 0.02% | +2,283+9.7% | Added |
| Kestra Private Wealth Services, LLC | 26,246 | $1.65M | 0.02% | −621−2.3% | Reduced |
| Twin Capital Management Inc | 26,301 | $1.65M | 0.21% | −23,836−47.5% | Reduced |