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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 26,505 | $1.66M | 0.53% | −204−0.8% | Reduced |
| Swedbank AB | 26,842 | $1.68M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,274 | $1.71M | 0.00% | −1,945−6.7% | Reduced |
| FFG Partners, LLC | 27,315 | $1.71M | 0.46% | +27,315 | New |
| Moody National Bank Trust Division | 27,726 | $1.74M | 0.15% | −779−2.7% | Reduced |
| Tocqueville Asset Management L.P. | 27,850 | $1.75M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 28,086 | $1.76M | 0.01% | +9,918+54.6% | Added |
| State of Alaska, Department of Revenue | 28,162 | $1.76M | 0.02% | +4,212+17.6% | Added |
| Credit Agricole S A | 28,275 | $1.77M | 0.01% | +28,275 | New |
| Meketa Investment Group Inc | 28,398 | $1.78M | 5.84% | −3,471−10.9% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.80M | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 29,879 | $1.87M | 0.01% | +835+2.9% | Added |
| Bleakley Financial Group, LLC | 30,397 | $1.91M | 0.04% | −7,886−20.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,500 | $1.91M | 0.01% | +3,971+15.0% | Added |
| Generali Asset Management SPA SGR | 30,518 | $1.91M | 0.04% | +30,518 | New |
| Wolverine Trading, LLC | 29,611 | $1.92M | 0.04% | −5,872−16.5% | Reduced |
| Teacher Retirement System of Texas | 30,745 | $1.93M | 0.01% | −4,890−13.7% | Reduced |
| ExodusPoint Capital Management, LP | 30,989 | $1.94M | 0.03% | +30,989 | New |
| MML Investors Services, LLC | 31,381 | $1.97M | 0.01% | +1,109+3.7% | Added |
| Amica Mutual Insurance Co | 31,766 | $1.99M | 0.18% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 33,743 | $2.12M | 0.01% | −3,191−8.6% | Reduced |
| Franklin Resources Inc | 33,989 | $2.13M | 0.00% | −18,395−35.1% | Reduced |
| Pacer Advisors, Inc. | 34,666 | $2.17M | 0.01% | +34,660+577,666.7% | Added |
| Park Circle Co | 34,765 | $2.18M | 1.89% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 35,344 | $2.22M | 0.00% | −12,444−26.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 35,412 | $2.22M | 0.02% | +23,637+200.7% | Added |
| The PNC Financial Services Group, Inc. | 35,872 | $2.25M | 0.00% | +1,709+5.0% | Added |
| Hilltop Holdings Inc. | 36,051 | $2.26M | 0.12% | −1,646−4.4% | Reduced |
| Truist Financial Corp | 36,593 | $2.29M | 0.00% | −841−2.2% | Reduced |
| Jane Street Group, LLC | 37,934 | $2.38M | 0.00% | +37,934 | New |
| Sierra Capital LLC | 39,715 | $2.49M | 0.27% | −7,798−16.4% | Reduced |
| Miller Value Partners, LLC | 40,000 | $2.51M | 0.92% | −30,000−42.9% | Reduced |
| Sanctuary Advisors, LLC | 40,034 | $2.51M | 0.01% | +1,285+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 41,446 | $2.60M | 0.01% | −657−1.6% | Reduced |
| Diversified Trust Co | 41,626 | $2.61M | 0.05% | +4,280+11.5% | Added |
| Xponance, Inc. | 42,469 | $2.66M | 0.02% | +3,410+8.7% | Added |
| CI Private Wealth, LLC | 42,767 | $2.68M | 0.00% | −6,344−12.9% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.69M | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 43,159 | $2.71M | 0.03% | +4,835+12.6% | Added |
| Assenagon Asset Management S.A. | 43,329 | $2.72M | 0.00% | −343,006−88.8% | Reduced |
| Gotham Asset Management, LLC | 43,467 | $2.73M | 0.01% | −260−0.6% | Reduced |
| Tredje AP-fonden | 45,367 | $2.84M | 0.02% | +9,360+26.0% | Added |
| Aquatic Capital Management LLC | 45,531 | $2.85M | 0.05% | −19,485−30.0% | Reduced |
| Quantinno Capital Management LP | 45,664 | $2.86M | 0.01% | +28,463+165.5% | Added |
| Pinebridge Investments, L.P. | 47,256 | $2.96M | 0.02% | +24,410+106.8% | Added |
| Illinois Municipal Retirement Fund | 47,907 | $3.00M | 0.04% | +16,096+50.6% | Added |
| Ameritas Investment Partners, Inc. | 48,818 | $3.06M | 0.09% | +7,296+17.6% | Added |
| IFM Investors Pty Ltd | 48,590 | $3.11M | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 49,676 | $3.11M | 0.13% | −4,474−8.3% | Reduced |
| GFG Capital, LLC | 50,878 | $3.19M | 1.10% | −375−0.7% | Reduced |
| Handelsbanken Fonder AB | 51,300 | $3.22M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 51,567 | $3.23M | 0.01% | −13,725−21.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,586 | $3.23M | 0.03% | +1,321+2.6% | Added |
| Verition Fund Management LLC | 52,222 | $3.27M | 0.02% | −1,317,154−96.2% | Reduced |
| Oregon Public Employees Retirement Fund | 52,486 | $3.29M | 0.04% | +8,800+20.1% | Added |
| New Mexico Educational Retirement Board | 53,800 | $3.37M | 0.10% | +10,200+23.4% | Added |
| JRM Investment Counsel, LLC | 54,240 | $3.40M | 1.02% | +54,240 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 55,000 | $3.45M | 0.01% | +55,000 | New |
| Coastal Bridge Advisors, LLC | 56,137 | $3.52M | 0.27% | −2,968−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 56,427 | $3.54M | 0.22% | +56,427 | New |
| Northwestern Mutual Investment Management Company, LLC | 58,049 | $3.64M | 0.05% | +10,476+22.0% | Added |
| Commonwealth Equity Services, LLC | 60,193 | $3.77M | 0.00% | −15,175−20.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,635 | $3.80M | 0.19% | −20,550−25.3% | Reduced |
| KBC Group NV | 61,837 | $3.88M | 0.01% | −21,009−25.4% | Reduced |
| State of Michigan Retirement System | 62,000 | $3.89M | 0.02% | +10,800+21.1% | Added |
| Compagnie Lombard Odier SCmA | 62,005 | $3.89M | 0.04% | −45,000−42.1% | Reduced |
| Augustine Asset Management Inc | 62,056 | $3.89M | 0.78% | −1,234−1.9% | Reduced |
| Woodbridge Co Ltd | 63,000 | $3.95M | 0.01% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 65,002 | $4.08M | 0.15% | −42,037−39.3% | Reduced |
| Janney Montgomery Scott LLC | 65,630 | $4.12M | 0.01% | −7,400−10.1% | Reduced |
| Kerusso Capital Management LLC | 65,665 | $4.12M | 2.53% | −3,908−5.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,838 | $4.19M | 0.02% | +12,094+22.1% | Added |
| Union Bancaire Privee, UBP SA | 83,100 | $4.24M | 0.09% | +83,100 | New |
| Arizona State Retirement System | 69,271 | $4.34M | 0.02% | +701+1.0% | Added |
| Cetera Investment Advisers | 69,448 | $4.35M | 0.01% | +7,727+12.5% | Added |
| Chicago Partners Investment Group LLC | 76,689 | $4.43M | 0.12% | −1,718−2.2% | Reduced |
| Ibex Wealth Advisors | 71,565 | $4.49M | 0.43% | +71,565 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $4.51M | 0.02% | −70−0.1% | Reduced |
| Louisiana State Employees Retirement System | 72,500 | $4.55M | 0.08% | +12,600+21.0% | Added |
| Resona Asset Management Co.,Ltd. | 72,546 | $4.57M | 0.02% | −136−0.2% | Reduced |
| one8zero8, LLC | 75,080 | $4.71M | 1.02% | −150−0.2% | Reduced |
| Empire Financial Management Company, LLC | 76,000 | $4.77M | 1.09% | +31,000+68.9% | Added |
| KLP Kapitalforvaltning AS | 76,800 | $4.82M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 78,662 | $4.93M | 0.02% | +70,352+846.6% | Added |
| Prudential Financial Inc | 78,846 | $4.94M | 0.01% | +9,285+13.3% | Added |
| Stanley-Laman Group, Ltd. | 79,636 | $4.99M | 0.71% | −1,402−1.7% | Reduced |
| Cinctive Capital Management LP | 80,050 | $5.02M | 0.25% | −73,491−47.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 80,080 | $5.02M | 0.04% | +12,500+18.5% | Added |
| HighTower Advisors, LLC | 81,455 | $5.11M | 0.01% | +29,249+56.0% | Added |
| Public Employees Retirement System of Ohio | 81,702 | $5.12M | 0.02% | +507+0.6% | Added |
| Wellington Shields Capital Management, LLC | 82,272 | $5.16M | 0.78% | −7,180−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 82,591 | $5.18M | 0.02% | +6,442+8.5% | Added |
| Cerity Partners LLC | 84,110 | $5.27M | 0.01% | −3,127−3.6% | Reduced |
| Yousif Capital Management, LLC | 84,209 | $5.28M | 0.06% | +9,302+12.4% | Added |
| Asset Management One Co.,Ltd. | 85,833 | $5.38M | 0.02% | −1,768−2.0% | Reduced |
| Aviva PLC | 86,401 | $5.42M | 0.01% | +76,485+771.3% | Added |
| Sound Income Strategies, LLC | 91,892 | $5.43M | 0.30% | +2,225+2.5% | Added |
| State of Tennessee, Treasury Department | 87,232 | $5.47M | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 89,499 | $5.61M | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 90,246 | $5.66M | 0.17% | +90,246 | New |