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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 42,767 | $2.68M | 0.00% | −6,344−12.9% | Reduced |
| Xponance, Inc. | 42,469 | $2.66M | 0.02% | +3,410+8.7% | Added |
| Diversified Trust Co | 41,626 | $2.61M | 0.05% | +4,280+11.5% | Added |
| Steward Partners Investment Advisory, LLC | 41,446 | $2.60M | 0.01% | −657−1.6% | Reduced |
| Sanctuary Advisors, LLC | 40,034 | $2.51M | 0.01% | +1,285+3.3% | Added |
| Miller Value Partners, LLC | 40,000 | $2.51M | 0.92% | −30,000−42.9% | Reduced |
| Sierra Capital LLC | 39,715 | $2.49M | 0.27% | −7,798−16.4% | Reduced |
| Jane Street Group, LLC | 37,934 | $2.38M | 0.00% | +37,934 | New |
| Truist Financial Corp | 36,593 | $2.29M | 0.00% | −841−2.2% | Reduced |
| Hilltop Holdings Inc. | 36,051 | $2.26M | 0.12% | −1,646−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 35,872 | $2.25M | 0.00% | +1,709+5.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,412 | $2.22M | 0.02% | +23,637+200.7% | Added |
| Neuberger Berman Group LLC | 35,344 | $2.22M | 0.00% | −12,444−26.0% | Reduced |
| Park Circle Co | 34,765 | $2.18M | 1.89% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 34,666 | $2.17M | 0.01% | +34,660+577,666.7% | Added |
| Franklin Resources Inc | 33,989 | $2.13M | 0.00% | −18,395−35.1% | Reduced |
| British Columbia Investment Management Corp | 33,743 | $2.12M | 0.01% | −3,191−8.6% | Reduced |
| Amica Mutual Insurance Co | 31,766 | $1.99M | 0.18% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,381 | $1.97M | 0.01% | +1,109+3.7% | Added |
| ExodusPoint Capital Management, LP | 30,989 | $1.94M | 0.03% | +30,989 | New |
| Teacher Retirement System of Texas | 30,745 | $1.93M | 0.01% | −4,890−13.7% | Reduced |
| Wolverine Trading, LLC | 29,611 | $1.92M | 0.04% | −5,872−16.5% | Reduced |
| Generali Asset Management SPA SGR | 30,518 | $1.91M | 0.04% | +30,518 | New |
| Cambridge Investment Research Advisors, Inc. | 30,500 | $1.91M | 0.01% | +3,971+15.0% | Added |
| Bleakley Financial Group, LLC | 30,397 | $1.91M | 0.04% | −7,886−20.6% | Reduced |
| Nissay Asset Management Corp | 29,879 | $1.87M | 0.01% | +835+2.9% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.80M | 0.02% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 28,398 | $1.78M | 5.84% | −3,471−10.9% | Reduced |
| Credit Agricole S A | 28,275 | $1.77M | 0.01% | +28,275 | New |
| State of Alaska, Department of Revenue | 28,162 | $1.76M | 0.02% | +4,212+17.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,086 | $1.76M | 0.01% | +9,918+54.6% | Added |
| Tocqueville Asset Management L.P. | 27,850 | $1.75M | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 27,726 | $1.74M | 0.15% | −779−2.7% | Reduced |
| FFG Partners, LLC | 27,315 | $1.71M | 0.46% | +27,315 | New |
| Voya Investment Management LLC | 27,274 | $1.71M | 0.00% | −1,945−6.7% | Reduced |
| Swedbank AB | 26,842 | $1.68M | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 26,505 | $1.66M | 0.53% | −204−0.8% | Reduced |
| Twin Capital Management Inc | 26,301 | $1.65M | 0.21% | −23,836−47.5% | Reduced |
| Kestra Private Wealth Services, LLC | 26,246 | $1.65M | 0.02% | −621−2.3% | Reduced |
| Atria Investments LLC | 25,888 | $1.62M | 0.02% | +2,283+9.7% | Added |
| OP Asset Management Ltd | 25,738 | $1.61M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 25,099 | $1.57M | 0.02% | +831+3.4% | Added |
| Maltese Capital Management LLC | 25,000 | $1.57M | 0.24% | +25,000 | New |
| Onyx Bridge Wealth Group LLC | 24,951 | $1.56M | 0.17% | +24,951 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.54M | 0.01% | −77−0.3% | Reduced |
| ISAM Funds (UK) Ltd | 24,288 | $1.52M | 0.31% | +3,473+16.7% | Added |
| Trexquant Investment LP | 24,173 | $1.52M | 0.02% | −139,469−85.2% | Reduced |
| Waterfront Wealth Inc. | 26,063 | $1.51M | 0.31% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 24,023 | $1.51M | 0.03% | +1,286+5.7% | Added |
| Zhang Financial LLC | 23,831 | $1.49M | 0.06% | −2,777−10.4% | Reduced |
| Mariner, LLC | 23,644 | $1.48M | 0.00% | −9,332−28.3% | Reduced |
| Inceptionr LLC | 22,960 | $1.44M | 0.35% | +22,960 | New |
| O'Shaughnessy Asset Management, LLC | 22,534 | $1.41M | 0.01% | +9,985+79.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,358 | $1.40M | 0.01% | −484−2.1% | Reduced |
| D.A. Davidson & Co. | 22,132 | $1.39M | 0.01% | −2,740−11.0% | Reduced |
| Daymark Wealth Partners, LLC | 21,932 | $1.38M | 0.05% | +3,023+16.0% | Added |
| Nordea Investment Management AB | 21,746 | $1.36M | 0.00% | +1,966+9.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,011 | $1.36M | 0.00% | +373+1.7% | Added |
| Federated Hermes, Inc. | 21,227 | $1.33M | 0.00% | +1,336+6.7% | Added |
| Brinker Capital Investments, LLC | 21,202 | $1.33M | 0.01% | +6,180+41.1% | Added |
| Blair William & Co | 20,259 | $1.27M | 0.00% | +1,080+5.6% | Added |
| Concentric Capital Strategies, LP | 20,206 | $1.27M | 0.06% | +20,206 | New |
| Benjamin Edwards Inc | 20,111 | $1.26M | 0.01% | +3,000+17.5% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $1.26M | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 20,026 | $1.26M | 0.68% | −700−3.4% | Reduced |
| Hoertkorn Richard Charles | 20,000 | $1.25M | 0.48% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 19,773 | $1.24M | 0.00% | +600+3.1% | Added |
| Captrust Financial Advisors | 19,716 | $1.24M | 0.00% | −7,399−27.3% | Reduced |
| Securian Asset Management, Inc | 19,504 | $1.22M | 0.03% | +3,278+20.2% | Added |
| Arkadios Wealth Advisors | 18,968 | $1.19M | 0.03% | +1,321+7.5% | Added |
| Garrison Bradford & Associates Inc | 18,843 | $1.18M | 1.26% | −100−0.5% | Reduced |
| Intrepid Capital Management Inc | 18,585 | $1.17M | 0.46% | −660−3.4% | Reduced |
| CenterBook Partners LP | 18,210 | $1.14M | 0.06% | +5,206+40.0% | Added |
| Journey Strategic Wealth LLC | 18,002 | $1.13M | 0.03% | −238−1.3% | Reduced |
| Pathstone Holdings, LLC | 17,887 | $1.12M | 0.00% | +1,528+9.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,235 | $1.08M | 0.04% | −6,790−28.3% | Reduced |
| TD Waterhouse Canada Inc. | 17,716 | $1.08M | 0.01% | −559−3.1% | Reduced |
| Creative Planning | 16,827 | $1.06M | 0.00% | −3,149−15.8% | Reduced |
| Impax Asset Management Group plc | 16,691 | $1.05M | 0.01% | +16,691 | New |
| TD Private Client Wealth LLC | 16,434 | $1.03M | 0.02% | +954+6.2% | Added |
| 44 Wealth Management LLC | 16,366 | $1.03M | 0.35% | +154+0.9% | Added |
| Synovus Financial Corp | 16,330 | $1.02M | 0.01% | −87−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,248 | $1.02M | 0.04% | −600−3.6% | Reduced |
| Sterling Capital Management LLC | 16,170 | $1.01M | 0.01% | −1,239−7.1% | Reduced |
| SMH Capital Advisors Inc | 19,005 | $1.01M | 2.07% | −47−0.2% | Reduced |
| O'Rourke & Company, Inc | 16,132 | $1.01M | 0.42% | −376−2.3% | Reduced |
| Stonegate Management LLC | 16,000 | $1.00M | 0.66% | +16,000 | New |
| Mercer Global Advisors Inc | 15,745 | $987.2K | 0.00% | −1,851−10.5% | Reduced |
| Baldwin Brothers Inc | 15,720 | $985.6K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15,671 | $982.6K | 0.01% | −1,522−8.9% | Reduced |
| SummitTX Capital, L.P. | 15,659 | $981.8K | 0.04% | +15,659 | New |
| Kestra Advisory Services, LLC | 15,453 | $968.9K | 0.00% | −2,225−12.6% | Reduced |
| Avanza Fonder AB | 15,407 | $966.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,365 | $963.0K | 0.06% | −293−1.9% | Reduced |
| Mackenzie Financial Corp | 15,260 | $956.8K | 0.00% | +15,260 | New |
| Nilsine Partners, LLC | 15,134 | $948.9K | 0.09% | +15,134 | New |
| Friedenthal Financial | 14,847 | $930.9K | 0.48% | +14,847 | New |
| Waterway Wealth Management, LLC | 14,676 | $920.2K | 0.22% | +14,676 | New |
| Stablepoint Partners, LLC | 14,562 | $913.0K | 0.14% | +20.0% | Added |
| Federation des caisses Desjardins du Quebec | 14,533 | $911.2K | 0.00% | +10,370+249.1% | Added |