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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 14,215 | $891.3K | 0.00% | +67+0.5% | Added |
| US Bancorp | 13,568 | $850.7K | 0.00% | −156−1.1% | Reduced |
| Davenport & Co LLC | 13,525 | $848.0K | 0.00% | +794+6.2% | Added |
| Maryland State Retirement & Pension System | 13,486 | $845.6K | 0.02% | +775+6.1% | Added |
| ASR Vermogensbeheer N.V. | 13,191 | $827.1K | 0.01% | +50.0% | Added |
| Empowered Funds, LLC | 12,877 | $807.4K | 0.01% | +5,599+76.9% | Added |
| Guinness Asset Management LTD | 12,201 | $791.7K | 0.01% | −216−1.7% | Reduced |
| Stiles Financial Services Inc | 12,516 | $784.8K | 0.25% | +342+2.8% | Added |
| Thoroughbred Financial Services, LLC | 12,513 | $784.0K | 0.05% | −1,150−8.4% | Reduced |
| First Manhattan Co | 12,250 | $768.1K | 0.00% | −1,825−13.0% | Reduced |
| CWM, LLC | 12,245 | $768.0K | 0.00% | +983+8.7% | Added |
| Janus Henderson Group PLC | 12,173 | $763.1K | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 11,935 | $748.3K | 0.02% | +11,935 | New |
| HB Wealth Management, LLC | 11,916 | $747.1K | 0.01% | +638+5.7% | Added |
| Retireful, LLC | 11,703 | $733.8K | 0.71% | +11,703 | New |
| J.W. Cole Advisors, Inc. | 11,598 | $727.2K | 0.01% | +895+8.4% | Added |
| Storebrand Asset Management AS | 11,594 | $726.9K | 0.00% | +2,654+29.7% | Added |
| Marshall Wace, LLP | 11,591 | $726.8K | 0.00% | +11,591 | New |
| McGowan Group Asset Management, Inc. | 11,469 | $719.1K | 0.09% | +12+0.1% | Added |
| Park Avenue Securities LLC | 11,321 | $710.0K | 0.01% | −1,361−10.7% | Reduced |
| Gulf International Bank (UK) Ltd | 11,257 | $706.0K | 0.02% | −464−4.0% | Reduced |
| Warren Averett Asset Management, LLC | 11,228 | $704.0K | 0.01% | +5,855+109.0% | Added |
| North Star Investment Management Corp. | 11,079 | $694.7K | 0.04% | −546−4.7% | Reduced |
| ProShare Advisors LLC | 11,076 | $694.5K | 0.00% | +1,623+17.2% | Added |
| Investment Management Corp of Ontario | 11,023 | $691.1K | 0.01% | +5,314+93.1% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $689.7K | 0.01% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 10,949 | $686.5K | 0.00% | +10,949 | New |
| Macquarie Group Ltd | 10,859 | $680.9K | 0.00% | −685−5.9% | Reduced |
| Fort Sheridan Advisors LLC | 10,800 | $677.2K | 0.09% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 10,775 | $675.6K | 0.12% | −60−0.6% | Reduced |
| FJ Capital Management LLC | 10,696 | $670.6K | 0.07% | +6,750+171.1% | Added |
| Carret Asset Management, LLC | 10,665 | $668.7K | 0.07% | −250−2.3% | Reduced |
| Tritonpoint Wealth, LLC | 10,513 | $659.2K | 0.06% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 10,379 | $650.8K | 0.13% | −246−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 10,369 | $650.2K | 0.01% | +9,915+2,183.9% | Added |
| Legacy Financial Advisors, Inc. | 10,354 | $649.2K | 0.09% | +927+9.8% | Added |
| Stonegate Investment Group, LLC | 10,077 | $631.8K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,029 | $628.8K | 0.03% | −1,000−9.1% | Reduced |
| Advisors Asset Management, Inc. | 9,990 | $626.4K | 0.01% | +3,264+48.5% | Added |
| Schroder Investment Management Group | 9,843 | $617.2K | 0.00% | +5,357+119.4% | Added |
| Schonfeld Strategic Advisors LLC | 9,759 | $611.9K | 0.00% | −61,577−86.3% | Reduced |
| Virginia Retirement Systems Et Al | 9,400 | $589.4K | 0.00% | +9,400 | New |
| Allianz Asset Management GmbH | 9,362 | $587.0K | 0.00% | +1,079+13.0% | Added |
| Greenwood Capital Associates LLC | 9,155 | $574.0K | 0.07% | −857−8.6% | Reduced |
| Everhart Financial Group, Inc. | 9,141 | $573.1K | 0.06% | +1,744+23.6% | Added |
| Ritholtz Wealth Management | 9,125 | $572.1K | 0.01% | +9,125 | New |
| Retirement Planning Co of New England, Inc. | 9,109 | $571.1K | 0.23% | −2,062−18.5% | Reduced |
| Promethium Advisors,llc | 9,049 | $567.4K | 0.33% | −2,174−19.4% | Reduced |
| Jefferies Financial Group Inc. | 9,000 | $564.3K | 0.01% | −166,000−94.9% | Reduced |
| Fiduciary Group LLC | 9,000 | $564.3K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,908 | $558.5K | 0.01% | +882+11.0% | Added |
| Allstate Corp | 8,765 | $549.6K | 0.01% | +8,765 | New |
| Private Advisor Group, LLC | 8,752 | $548.7K | 0.00% | +3,444+64.9% | Added |
| QRG Capital Management, Inc. | 8,716 | $546.5K | 0.01% | −9,658−52.6% | Reduced |
| Colony Group, LLC | 10,209 | $541.5K | 0.00% | +3,752+58.1% | Added |
| Winton Group Ltd | 8,601 | $539.3K | 0.02% | +8,601 | New |
| E&G Advisors, LP | 8,600 | $539.2K | 0.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,564 | $537.0K | 0.03% | +522+6.5% | Added |
| CIBC Bancorp USA Inc. | 8,417 | $527.7K | 0.00% | +8,417 | New |
| Tower Research Capital LLC (TRC) | 8,374 | $525.0K | 0.01% | +4,013+92.0% | Added |
| Segment Wealth Management, LLC | 8,200 | $514.1K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,752 | $509.5K | 0.03% | −2,921−25.0% | Reduced |
| EntryPoint Capital, LLC | 7,936 | $497.6K | 0.19% | +3,484+78.3% | Added |
| Axq Capital, LP | 7,927 | $497.0K | 0.19% | −12,643−61.5% | Reduced |
| Jones Financial Companies LLLP | 7,667 | $490.5K | 0.00% | +1,518+24.7% | Added |
| National Pension Service | 7,810 | $489.7K | 0.00% | +3,982+104.0% | Added |
| Intech Investment Management LLC | 7,740 | $485.3K | 0.00% | +7,740 | New |
| Everence Capital Management Inc | 7,720 | $484.0K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 7,657 | $480.1K | 0.06% | +650+9.3% | Added |
| 1832 Asset Management L.P. | 7,650 | $479.7K | 0.00% | +915+13.6% | Added |
| EdgeRock Capital LLC | 7,573 | $474.8K | 0.13% | +46+0.6% | Added |
| Shelton Capital Management | 7,560 | $474.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,529 | $472.1K | 0.01% | +3,126+71.0% | Added |
| Integrated Wealth Concepts LLC | 7,520 | $471.5K | 0.00% | +3,101+70.2% | Added |
| Kovack Advisors, Inc. | 7,502 | $470.4K | 0.04% | −1,510−16.8% | Reduced |
| NewEdge Wealth, LLC | 8,845 | $460.4K | 0.01% | +44+0.5% | Added |
| Oak Thistle LLC | 7,325 | $459.3K | 0.07% | +7,325 | New |
| Sym Financial Corp | 7,236 | $453.7K | 0.05% | −5,749−44.3% | Reduced |
| Principle Wealth Partners LLC | 7,131 | $447.1K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,115 | $446.1K | 0.00% | −74−1.0% | Reduced |
| Glenview Trust Co | 7,109 | $445.7K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $442.5K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $441.0K | 0.04% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 7,000 | $438.9K | 0.27% | +1,000+16.7% | Added |
| PFG Investments, LLC | 6,999 | $438.8K | 0.02% | −997−12.5% | Reduced |
| Vident Advisory, LLC | 6,961 | $436.5K | 0.00% | −348−4.8% | Reduced |
| Fayez Sarofim & Co | 6,849 | $429.4K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,825 | $427.9K | 0.01% | −330−4.6% | Reduced |
| Triangle Securities Wealth Management | 6,768 | $424.4K | 0.10% | −502−6.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,685 | $419.1K | 0.02% | +145+2.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,663 | $417.8K | 0.00% | −759−10.2% | Reduced |
| DMG Group, LLC | 6,594 | $413.4K | 0.29% | +205+3.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,577 | $412.4K | 0.02% | +711+12.1% | Added |
| Sterneck Capital Management, LLC | 6,569 | $411.9K | 0.19% | −3,900−37.3% | Reduced |
| National Asset Management, Inc. | 6,485 | $406.6K | 0.02% | −2,753−29.8% | Reduced |
| Equitable Trust Co | 6,482 | $406.4K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,396 | $401.1K | 0.01% | +1,647+34.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $399.1K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 6,348 | $398.9K | 0.00% | −18,122−74.1% | Reduced |
| Diversify Advisory Services, LLC | 7,643 | $396.0K | 0.01% | −1,076−12.3% | Reduced |