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 |
|---|---|---|---|---|---|
| Winslow Asset Management Inc | 146,352 | $9.18M | 1.72% | +2,471+1.7% | Added |
| Toronto Dominion Bank | 142,285 | $8.96M | 0.02% | +82,725+138.9% | Added |
| Wesbanco Bank Inc | 142,400 | $8.93M | 0.25% | −41,106−22.4% | Reduced |
| Prana Capital Management, LP | 140,153 | $8.79M | 0.29% | −197,844−58.5% | Reduced |
| Thrivent Financial for Lutherans | 138,583 | $8.69M | 0.02% | −56,435−28.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 135,074 | $8.47M | 0.01% | +54,240+67.1% | Added |
| MetLife Investment Management | 133,873 | $8.39M | 0.04% | −88,078−39.7% | Reduced |
| Capital International Inc | 125,360 | $7.86M | 0.06% | +29,588+30.9% | Added |
| APG Asset Management N.V. | 146,400 | $7.81M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 123,309 | $7.73M | 0.02% | −20,900−14.5% | Reduced |
| State of Wisconsin Investment Board | 123,054 | $7.72M | 0.02% | −4,234−3.3% | Reduced |
| Citigroup Inc | 121,506 | $7.62M | 0.01% | +14,797+13.9% | Added |
| TD Asset Management Inc | 121,326 | $7.61M | 0.01% | +14,953+14.1% | Added |
| Advisor Group Holdings, Inc. | 119,528 | $7.57M | 0.01% | +44,585+59.5% | Added |
| CastleKnight Management LP | 120,276 | $7.54M | 0.41% | −206,800−63.2% | Reduced |
| Mutual of America Capital Management LLC | 120,272 | $7.54M | 0.08% | +14,311+13.5% | Added |
| Swiss Life Asset Management Ltd | 119,907 | $7.52M | 0.04% | +74,190+162.3% | Added |
| Amalgamated Bank | 119,661 | $7.50M | 0.05% | +19,225+19.1% | Added |
| Pictet Asset Management Holding SA | 119,595 | $7.50M | 0.01% | −332−0.3% | Reduced |
| Treasurer of the State of North Carolina | 117,582 | $7.37M | 0.02% | −4,586−3.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 116,223 | $7.29M | 0.06% | +16,484+16.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 115,088 | $7.22M | 0.02% | −22,366−16.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 109,311 | $6.85M | 0.00% | +13,085+13.6% | Added |
| Texas Yale Capital Corp. | 108,009 | $6.77M | 0.21% | +11,310+11.7% | Added |
| Fifth Third Bancorp | 107,198 | $6.72M | 0.02% | +23,901+28.7% | Added |
| HSBC Holdings PLC | 107,263 | $6.69M | 0.00% | −11,360−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,650 | $6.62M | 0.02% | +1,320+1.3% | Added |
| Citadel Advisors LLC | 100,762 | $6.32M | 0.01% | −291,288−74.3% | Reduced |
| Eisler Capital Management Ltd. | 100,000 | $6.27M | 0.14% | −287,187−74.2% | Reduced |
| City of London Investment Management Co Ltd | 99,723 | $6.25M | 0.46% | −9,114−8.4% | Reduced |
| Nomura Asset Management Co Ltd | 96,197 | $6.03M | 0.02% | +7,402+8.3% | Added |
| Victory Capital Management Inc | 95,174 | $5.97M | 0.00% | −154,404−61.9% | Reduced |
| New York State Teachers Retirement System | 93,386 | $5.86M | 0.01% | +49,140+111.1% | Added |
| PEAK6 LLC | 92,820 | $5.82M | 0.15% | +29,135+45.7% | Added |
| BNP Paribas Arbitrage, SA | 92,743 | $5.81M | 0.00% | −333−0.4% | Reduced |
| La Banque Postale Asset Management SA | 92,529 | $5.80M | 0.07% | −1,560−1.7% | Reduced |
| SEI Investments Co | 92,505 | $5.80M | 0.01% | −2,060−2.2% | Reduced |
| Edgestream Partners, L.P. | 90,246 | $5.66M | 0.17% | +90,246 | New |
| Stephens Inc | 89,499 | $5.61M | 0.07% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 87,232 | $5.47M | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 91,892 | $5.43M | 0.30% | +2,225+2.5% | Added |
| Aviva PLC | 86,401 | $5.42M | 0.01% | +76,485+771.3% | Added |
| Asset Management One Co.,Ltd. | 85,833 | $5.38M | 0.02% | −1,768−2.0% | Reduced |
| Yousif Capital Management, LLC | 84,209 | $5.28M | 0.06% | +9,302+12.4% | Added |
| Cerity Partners LLC | 84,110 | $5.27M | 0.01% | −3,127−3.6% | Reduced |
| State of New Jersey Common Pension Fund D | 82,591 | $5.18M | 0.02% | +6,442+8.5% | Added |
| Wellington Shields Capital Management, LLC | 82,272 | $5.16M | 0.78% | −7,180−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 81,702 | $5.12M | 0.02% | +507+0.6% | Added |
| HighTower Advisors, LLC | 81,455 | $5.11M | 0.01% | +29,249+56.0% | Added |
| Teachers Retirement System of the State of Kentucky | 80,080 | $5.02M | 0.04% | +12,500+18.5% | Added |
| Cinctive Capital Management LP | 80,050 | $5.02M | 0.25% | −73,491−47.9% | Reduced |
| Stanley-Laman Group, Ltd. | 79,636 | $4.99M | 0.71% | −1,402−1.7% | Reduced |
| Prudential Financial Inc | 78,846 | $4.94M | 0.01% | +9,285+13.3% | Added |
| SG Americas Securities, LLC | 78,662 | $4.93M | 0.02% | +70,352+846.6% | Added |
| KLP Kapitalforvaltning AS | 76,800 | $4.82M | 0.02% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 76,000 | $4.77M | 1.09% | +31,000+68.9% | Added |
| one8zero8, LLC | 75,080 | $4.71M | 1.02% | −150−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 72,546 | $4.57M | 0.02% | −136−0.2% | Reduced |
| Louisiana State Employees Retirement System | 72,500 | $4.55M | 0.08% | +12,600+21.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $4.51M | 0.02% | −70−0.1% | Reduced |
| Ibex Wealth Advisors | 71,565 | $4.49M | 0.43% | +71,565 | New |
| Chicago Partners Investment Group LLC | 76,689 | $4.43M | 0.12% | −1,718−2.2% | Reduced |
| Cetera Investment Advisers | 69,448 | $4.35M | 0.01% | +7,727+12.5% | Added |
| Arizona State Retirement System | 69,271 | $4.34M | 0.02% | +701+1.0% | Added |
| Union Bancaire Privee, UBP SA | 83,100 | $4.24M | 0.09% | +83,100 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,838 | $4.19M | 0.02% | +12,094+22.1% | Added |
| Kerusso Capital Management LLC | 65,665 | $4.12M | 2.53% | −3,908−5.6% | Reduced |
| Janney Montgomery Scott LLC | 65,630 | $4.12M | 0.01% | −7,400−10.1% | Reduced |
| Lighthouse Investment Partners, LLC | 65,002 | $4.08M | 0.15% | −42,037−39.3% | Reduced |
| Woodbridge Co Ltd | 63,000 | $3.95M | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 62,056 | $3.89M | 0.78% | −1,234−1.9% | Reduced |
| Compagnie Lombard Odier SCmA | 62,005 | $3.89M | 0.04% | −45,000−42.1% | Reduced |
| State of Michigan Retirement System | 62,000 | $3.89M | 0.02% | +10,800+21.1% | Added |
| KBC Group NV | 61,837 | $3.88M | 0.01% | −21,009−25.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 60,635 | $3.80M | 0.19% | −20,550−25.3% | Reduced |
| Commonwealth Equity Services, LLC | 60,193 | $3.77M | 0.00% | −15,175−20.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,049 | $3.64M | 0.05% | +10,476+22.0% | Added |
| Landscape Capital Management, L.L.C. | 56,427 | $3.54M | 0.22% | +56,427 | New |
| Coastal Bridge Advisors, LLC | 56,137 | $3.52M | 0.27% | −2,968−5.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 55,000 | $3.45M | 0.01% | +55,000 | New |
| JRM Investment Counsel, LLC | 54,240 | $3.40M | 1.02% | +54,240 | New |
| New Mexico Educational Retirement Board | 53,800 | $3.37M | 0.10% | +10,200+23.4% | Added |
| Oregon Public Employees Retirement Fund | 52,486 | $3.29M | 0.04% | +8,800+20.1% | Added |
| Verition Fund Management LLC | 52,222 | $3.27M | 0.02% | −1,317,154−96.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,586 | $3.23M | 0.03% | +1,321+2.6% | Added |
| Ensign Peak Advisors, Inc | 51,567 | $3.23M | 0.01% | −13,725−21.0% | Reduced |
| Handelsbanken Fonder AB | 51,300 | $3.22M | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 50,878 | $3.19M | 1.10% | −375−0.7% | Reduced |
| Integrated Advisors Network LLC | 49,676 | $3.11M | 0.13% | −4,474−8.3% | Reduced |
| IFM Investors Pty Ltd | 48,590 | $3.11M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 48,818 | $3.06M | 0.09% | +7,296+17.6% | Added |
| Illinois Municipal Retirement Fund | 47,907 | $3.00M | 0.04% | +16,096+50.6% | Added |
| Pinebridge Investments, L.P. | 47,256 | $2.96M | 0.02% | +24,410+106.8% | Added |
| Quantinno Capital Management LP | 45,664 | $2.86M | 0.01% | +28,463+165.5% | Added |
| Aquatic Capital Management LLC | 45,531 | $2.85M | 0.05% | −19,485−30.0% | Reduced |
| Tredje AP-fonden | 45,367 | $2.84M | 0.02% | +9,360+26.0% | Added |
| Gotham Asset Management, LLC | 43,467 | $2.73M | 0.01% | −260−0.6% | Reduced |
| Assenagon Asset Management S.A. | 43,329 | $2.72M | 0.00% | −343,006−88.8% | Reduced |
| Utah Retirement Systems | 43,159 | $2.71M | 0.03% | +4,835+12.6% | Added |
| DekaBank Deutsche Girozentrale | 42,023 | $2.69M | 0.00% | 00.0% | Unchanged |