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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 828,845 | $52.0M | 0.01% | +420,718+103.1% | Added |
| LPL Financial LLC | 846,385 | $53.1M | 0.02% | +687,105+431.4% | Added |
| Barclays PLC | 924,784 | $58.0M | 0.02% | +257,711+38.6% | Added |
| Davis Asset Management, L.P. | 1,000,000 | $62.7M | 2.23% | −500,000−33.3% | Reduced |
| Russell Investments Group, Ltd. | 1,040,318 | $65.3M | 0.07% | +616+0.1% | Added |
| Charles Schwab Investment Management Inc | 1,048,314 | $65.7M | 0.01% | −426,242−28.9% | Reduced |
| Azora Capital LP | 1,076,083 | $67.5M | 3.13% | +477,031+79.6% | Added |
| FMR LLC | 1,115,682 | $70.0M | 0.00% | −246,396−18.1% | Reduced |
| JPMorgan Chase & Co | 1,130,875 | $70.9M | 0.00% | +72,154+6.8% | Added |
| Goldman Sachs Group Inc | 1,199,322 | $75.2M | 0.01% | −996,295−45.4% | Reduced |
| Balyasny Asset Management LLC | 1,205,933 | $75.6M | 0.15% | +1,205,933 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $83.2M | 0.68% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,349,922 | $84.6M | 0.02% | −221,273−14.1% | Reduced |
| Capital International Investors | 1,705,518 | $106.9M | 0.02% | −370,256−17.8% | Reduced |
| Bank of America Corp | 1,958,592 | $122.8M | 0.01% | +87,930+4.7% | Added |
| Frontier Capital Management Co LLC | 2,203,897 | $138.2M | 1.24% | +316,738+16.8% | Added |
| Royal Bank of Canada | 2,269,053 | $142.3M | 0.03% | −1,044,641−31.5% | Reduced |
| Bank of New York Mellon Corp | 2,319,956 | $145.5M | 0.03% | +55,281+2.4% | Added |
| Northern Trust Corp | 2,569,724 | $161.1M | 0.02% | +266,077+11.6% | Added |
| Beutel, Goodman & Co Ltd. | 2,622,212 | $164.4M | 0.99% | −149,418−5.4% | Reduced |
| Ameriprise Financial Inc | 2,639,897 | $165.5M | 0.04% | −129,734−4.7% | Reduced |
| Dimensional Fund Advisors LP | 2,953,861 | $185.3M | 0.04% | −23,389−0.8% | Reduced |
| Legal & General Group Plc | 3,083,600 | $193.3M | 0.04% | −283,380−8.4% | Reduced |
| UBS Group AG | 4,037,257 | $253.1M | 0.05% | +407,493+11.2% | Added |
| Ariel Investments, LLC | 4,233,386 | $265.4M | 2.84% | −472,158−10.0% | Reduced |
| Geode Capital Management, LLC | 4,920,746 | $307.7M | 0.02% | +635,852+14.8% | Added |
| Millennium Management LLC | 4,930,069 | $309.1M | 0.24% | +2,938,161+147.5% | Added |
| Alkeon Capital Management LLC | 5,941,316 | $372.5M | 1.68% | 00.0% | Unchanged |
| Boston Partners | 6,170,124 | $386.8M | 0.40% | −621,417−9.1% | Reduced |
| Massachusetts Financial Services Co | 7,618,075 | $477.7M | 0.15% | +479,216+6.7% | Added |
| William Blair Investment Management, LLC | 8,748,975 | $548.6M | 1.42% | −1,200,480−12.1% | Reduced |
| State Street Corp | 9,942,135 | $623.4M | 0.02% | +1,720,483+20.9% | Added |
| Morgan Stanley | 10,105,720 | $633.6M | 0.04% | +969,946+10.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,928,150 | $685.2M | 1.10% | −387,834−3.4% | Reduced |
| Capital World Investors | 19,975,883 | $1.25B | 0.17% | +17,403+0.1% | Added |
| Vanguard Group Inc | 25,434,009 | $1.59B | 0.02% | +714,428+2.9% | Added |
| BlackRock, Inc. | 32,501,422 | $2.04B | 0.04% | +1,059,335+3.4% | Added |
| Rakuten Investment Management, Inc. | 75,508 | – | – | +75,508 | New |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −764,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −549,334−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −544,213−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −495,199−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −392,871−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −56,326−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −26,879−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −23,721−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −17,555−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −15,355−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,036−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −10,578−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,908−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,013−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,909−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,679−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,969−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,949−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Breed's Hill Capital LLC | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |