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 |
|---|---|---|---|---|---|
| SEI Investments Co | 92,505 | $5.80M | 0.01% | −2,060−2.2% | Reduced |
| La Banque Postale Asset Management SA | 92,529 | $5.80M | 0.07% | −1,560−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 92,743 | $5.81M | 0.00% | −333−0.4% | Reduced |
| PEAK6 LLC | 92,820 | $5.82M | 0.15% | +29,135+45.7% | Added |
| New York State Teachers Retirement System | 93,386 | $5.86M | 0.01% | +49,140+111.1% | Added |
| Victory Capital Management Inc | 95,174 | $5.97M | 0.00% | −154,404−61.9% | Reduced |
| Nomura Asset Management Co Ltd | 96,197 | $6.03M | 0.02% | +7,402+8.3% | Added |
| City of London Investment Management Co Ltd | 99,723 | $6.25M | 0.46% | −9,114−8.4% | Reduced |
| Eisler Capital Management Ltd. | 100,000 | $6.27M | 0.14% | −287,187−74.2% | Reduced |
| Citadel Advisors LLC | 100,762 | $6.32M | 0.01% | −291,288−74.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,650 | $6.62M | 0.02% | +1,320+1.3% | Added |
| HSBC Holdings PLC | 107,263 | $6.69M | 0.00% | −11,360−9.6% | Reduced |
| Fifth Third Bancorp | 107,198 | $6.72M | 0.02% | +23,901+28.7% | Added |
| Texas Yale Capital Corp. | 108,009 | $6.77M | 0.21% | +11,310+11.7% | Added |
| Northwestern Mutual Wealth Management Co | 109,311 | $6.85M | 0.00% | +13,085+13.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 115,088 | $7.22M | 0.02% | −22,366−16.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 116,223 | $7.29M | 0.06% | +16,484+16.5% | Added |
| Treasurer of the State of North Carolina | 117,582 | $7.37M | 0.02% | −4,586−3.8% | Reduced |
| Pictet Asset Management Holding SA | 119,595 | $7.50M | 0.01% | −332−0.3% | Reduced |
| Amalgamated Bank | 119,661 | $7.50M | 0.05% | +19,225+19.1% | Added |
| Swiss Life Asset Management Ltd | 119,907 | $7.52M | 0.04% | +74,190+162.3% | Added |
| Mutual of America Capital Management LLC | 120,272 | $7.54M | 0.08% | +14,311+13.5% | Added |
| CastleKnight Management LP | 120,276 | $7.54M | 0.41% | −206,800−63.2% | Reduced |
| Advisor Group Holdings, Inc. | 119,528 | $7.57M | 0.01% | +44,585+59.5% | Added |
| TD Asset Management Inc | 121,326 | $7.61M | 0.01% | +14,953+14.1% | Added |
| Citigroup Inc | 121,506 | $7.62M | 0.01% | +14,797+13.9% | Added |
| State of Wisconsin Investment Board | 123,054 | $7.72M | 0.02% | −4,234−3.3% | Reduced |
| Danske Bank A/S | 123,309 | $7.73M | 0.02% | −20,900−14.5% | Reduced |
| APG Asset Management N.V. | 146,400 | $7.81M | 0.02% | 00.0% | Unchanged |
| Capital International Inc | 125,360 | $7.86M | 0.06% | +29,588+30.9% | Added |
| MetLife Investment Management | 133,873 | $8.39M | 0.04% | −88,078−39.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 135,074 | $8.47M | 0.01% | +54,240+67.1% | Added |
| Thrivent Financial for Lutherans | 138,583 | $8.69M | 0.02% | −56,435−28.9% | Reduced |
| Prana Capital Management, LP | 140,153 | $8.79M | 0.29% | −197,844−58.5% | Reduced |
| Wesbanco Bank Inc | 142,400 | $8.93M | 0.25% | −41,106−22.4% | Reduced |
| Toronto Dominion Bank | 142,285 | $8.96M | 0.02% | +82,725+138.9% | Added |
| Winslow Asset Management Inc | 146,352 | $9.18M | 1.72% | +2,471+1.7% | Added |
| Van Eck Associates Corp | 152,538 | $9.56M | 0.01% | −27,034−15.1% | Reduced |
| AQR Capital Management LLC | 155,798 | $9.77M | 0.01% | +6,390+4.3% | Added |
| River Road Asset Management, LLC | 156,271 | $9.80M | 0.11% | +156,271 | New |
| State Board of Administration of Florida Retirement System | 158,087 | $9.91M | 0.02% | +7,589+5.0% | Added |
| Forsta Ap-Fonden | 161,600 | $10.1M | 0.06% | +66,900+70.6% | Added |
| Lazard Asset Management LLC | 161,806 | $10.1M | 0.01% | −56,876−26.0% | Reduced |
| Gator Capital Management, LLC | 162,765 | $10.2M | 2.62% | +1,230+0.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 165,789 | $10.4M | 0.04% | +5,788+3.6% | Added |
| Bamco Inc | 167,076 | $10.5M | 0.03% | −1,325,709−88.8% | Reduced |
| Channing Capital Management, LLC | 171,755 | $10.8M | 0.28% | −31,615−15.5% | Reduced |
| Stifel Financial Corp | 174,451 | $10.9M | 0.01% | −15,799−8.3% | Reduced |
| National Bank of Canada | 183,114 | $11.5M | 0.01% | −15,384−7.8% | Reduced |
| Standard Life Aberdeen plc | 183,210 | $11.5M | 0.02% | +28,317+18.3% | Added |
| Comerica Bank | 185,959 | $11.7M | 0.04% | +26,457+16.6% | Added |
| SOL Capital Management CO | 188,239 | $11.8M | 1.06% | +1,669+0.9% | Added |
| Walleye Capital LLC | 190,581 | $11.9M | 0.10% | −229,947−54.7% | Reduced |
| Sit Investment Associates Inc | 192,416 | $12.1M | 0.24% | −14,819−7.2% | Reduced |
| Oppenheimer & Co Inc | 196,238 | $12.3M | 0.15% | −86,401−30.6% | Reduced |
| Price T Rowe Associates Inc | 202,718 | $12.7M | 0.00% | +34,353+20.4% | Added |
| New York State Common Retirement Fund | 207,395 | $13.0M | 0.02% | +29,000+16.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,132 | $13.0M | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 209,804 | $13.2M | 0.02% | −50,050−19.3% | Reduced |
| Bank of Montreal | 211,663 | $13.3M | 0.01% | +560.0% | Added |
| Brandywine Global Investment Management, LLC | 212,622 | $13.3M | 0.09% | −280−0.1% | Reduced |
| Point72 Europe (London) LLP | 215,490 | $13.5M | 0.73% | +137,690+177.0% | Added |
| Royal London Asset Management Ltd | 216,520 | $13.6M | 0.03% | +109,057+101.5% | Added |
| Korea Investment CORP | 222,496 | $14.0M | 0.03% | +1,300+0.6% | Added |
| Galvin, Gaustad & Stein, LLC | 233,054 | $14.6M | 1.19% | +82,094+54.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 247,189 | $15.5M | 2.41% | −67,245−21.4% | Reduced |
| Susquehanna International Group, LLP | 260,371 | $16.3M | 0.02% | +186,569+252.8% | Added |
| First Trust Advisors LP | 261,634 | $16.4M | 0.01% | −113,139−30.2% | Reduced |
| DnB Asset Management AS | 264,715 | $16.6M | 0.06% | −40,715−13.3% | Reduced |
| Amundi | 265,811 | $16.8M | 0.01% | −25,404−8.7% | Reduced |
| Sargent Investment Group, LLC | 307,467 | $19.3M | 2.75% | −12,570−3.9% | Reduced |
| Retirement Systems of Alabama | 314,872 | $19.7M | 0.07% | +54,452+20.9% | Added |
| Deutsche Bank AG | 332,929 | $20.9M | 0.01% | +40,669+13.9% | Added |
| Deprince Race & Zollo Inc | 333,564 | $20.9M | 0.42% | −171,974−34.0% | Reduced |
| CSM Advisors, LLC | 339,003 | $21.3M | 0.59% | +72,278+27.1% | Added |
| California State Teachers Retirement System | 343,028 | $21.5M | 0.02% | −29,491−7.9% | Reduced |
| American Century Companies Inc | 347,698 | $21.8M | 0.01% | +206,630+146.5% | Added |
| Great West Life Assurance Co | 347,506 | $22.5M | 0.03% | +72,630+26.4% | Added |
| Kames Capital plc | 361,894 | $22.7M | 0.27% | +52,032+16.8% | Added |
| Wells Fargo & Company | 393,028 | $24.6M | 0.01% | −11,158−2.8% | Reduced |
| Natixis Advisors, L.P. | 399,858 | $25.1M | 0.04% | +30,289+8.2% | Added |
| T. Rowe Price Investment Management, Inc. | 413,402 | $25.9M | 0.02% | +106,503+34.7% | Added |
| Sirios Capital Management L P | 416,140 | $26.1M | 3.40% | −44,554−9.7% | Reduced |
| Alliancebernstein L.P. | 446,833 | $28.0M | 0.01% | +39,321+9.6% | Added |
| California Public Employees Retirement System | 448,689 | $28.1M | 0.02% | +39,792+9.7% | Added |
| Rockefeller Capital Management L.P. | 483,698 | $30.3M | 0.06% | −3,545−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 510,111 | $32.0M | 0.03% | +230,300+82.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 534,583 | $33.5M | 0.02% | +11,202+2.1% | Added |
| Assetmark, Inc | 559,288 | $35.1M | 0.08% | +35,540+6.8% | Added |
| Principal Financial Group Inc | 578,418 | $36.3M | 0.02% | +93,292+19.2% | Added |
| Polaris Capital Management, LLC | 578,600 | $36.3M | 2.38% | −49,100−7.8% | Reduced |
| Envestnet Asset Management Inc | 623,564 | $39.1M | 0.01% | −9,571−1.5% | Reduced |
| Argent Capital Management LLC | 624,929 | $39.2M | 1.07% | −857−0.1% | Reduced |
| Private Management Group Inc | 668,828 | $41.9M | 1.25% | −272,042−28.9% | Reduced |
| Moore Capital Management, LP | 670,080 | $42.0M | 0.84% | +670,080 | New |
| Franklin Street Advisors Inc | 672,815 | $42.2M | 2.43% | +6,453+1.0% | Added |
| Raymond James Financial Inc | 678,021 | $42.5M | 0.01% | −14,362−2.1% | Reduced |
| Invesco Ltd. | 716,332 | $44.9M | 0.01% | −81,685−10.2% | Reduced |
| Holocene Advisors, LP | 718,562 | $45.1M | 0.10% | +52,686+7.9% | Added |
| Rhumbline Advisers | 730,867 | $45.8M | 0.04% | +74,160+11.3% | Added |