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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 6,380 | $393.1K | 0.01% | +549+9.4% | Added |
| Visionary Wealth Advisors | 6,261 | $392.5K | 0.02% | +20.0% | Added |
| STRS Ohio | 6,253 | $392.1K | 0.00% | −25,317−80.2% | Reduced |
| Spirit of America Management Corp | 6,050 | $379.3K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,022 | $377.6K | 0.01% | +22+0.4% | Added |
| GWM Advisors LLC | 5,981 | $375.0K | 0.00% | +465+8.4% | Added |
| Advisor OS, LLC | 5,972 | $374.4K | 0.03% | −580−8.9% | Reduced |
| We Are One Seven, LLC | 5,961 | $373.8K | 0.01% | +1,236+26.2% | Added |
| HighPoint Advisor Group LLC | 5,951 | $373.1K | 0.02% | +5,951 | New |
| Pictet North America Advisors SA | 5,950 | $373.1K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,909 | $370.5K | 0.01% | +1,381+30.5% | Added |
| Edmond de Rothschild Holding S.A. | 5,850 | $366.8K | 0.01% | −7,091−54.8% | Reduced |
| Toroso Investments, LLC | 5,849 | $366.7K | 0.00% | +5,849 | New |
| Equitable Holdings, Inc. | 5,829 | $365.5K | 0.00% | +5,829 | New |
| D. E. Shaw & Co., Inc. | 5,822 | $365.0K | 0.00% | +5,822 | New |
| MJP Associates Inc | 5,814 | $364.5K | 0.05% | −50−0.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,800 | $363.7K | 0.10% | −300−4.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,696 | $357.2K | 0.02% | +65+1.2% | Added |
| Prentice Wealth Management LLC | 5,673 | $355.7K | 0.09% | +57+1.0% | Added |
| NorthRock Partners, LLC | 5,634 | $353.3K | 0.01% | +5,634 | New |
| Volterra Technologies LP | 5,528 | $346.6K | 0.23% | +5,528 | New |
| Hamilton Capital Partners Inc. | 5,429 | $340.4K | 0.01% | −416−7.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,363 | $336.3K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,221 | $327.4K | 0.11% | +979+23.1% | Added |
| Cary Street Partners Financial LLC | 5,200 | $326.0K | 0.01% | −43−0.8% | Reduced |
| Mission Wealth Management, LP | 5,145 | $322.6K | 0.01% | +9+0.2% | Added |
| KRS Capital Management, LLC | 5,120 | $321.0K | 0.19% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,000 | $313.5K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 4,949 | $310.3K | 0.00% | +4,949 | New |
| BFSG, LLC | 4,915 | $308.2K | 0.03% | −2,430−33.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,817 | $302.0K | 0.01% | −503−9.5% | Reduced |
| Stelac Advisory Services LLC | 4,686 | $293.8K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 4,649 | $291.5K | 0.01% | −811−14.9% | Reduced |
| Center For Asset Management LLC | 4,586 | $287.5K | 0.15% | −447−8.9% | Reduced |
| Vestcor Inc | 4,543 | $285.0K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,528 | $283.9K | 0.19% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,500 | $282.1K | 0.07% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,500 | $282.1K | 0.00% | +4,500 | New |
| Regatta Capital Group, LLC | 4,431 | $277.8K | 0.04% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 4,425 | $277.4K | 0.05% | −10,282−69.9% | Reduced |
| Cornerstone Select Advisors, LLC | 4,415 | $276.8K | 0.20% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,414 | $276.8K | 0.02% | +4,414 | New |
| PMG Family Office LLC | 4,409 | $276.4K | 0.31% | +4,409 | New |
| Barrett & Company, Inc. | 4,406 | $276.3K | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,512 | $274.2K | 0.00% | +47+1.1% | Added |
| Glenmede Investment Management, LP | 4,285 | $268.7K | 0.00% | +4,285 | New |
| Pictet & Cie (Europe) SA | 4,250 | $266.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,154 | $260.5K | 0.01% | +4,154 | New |
| Mirador Capital Partners LP | 4,123 | $258.5K | 0.04% | −120−2.8% | Reduced |
| American Trust | 4,111 | $257.8K | 0.02% | −453−9.9% | Reduced |
| FORA Capital, LLC | 4,077 | $255.6K | 0.05% | +4,077 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,005 | $251.0K | 0.00% | +1,960+95.8% | Added |
| UniSuper Management Pty Ltd | 4,000 | $250.8K | 0.00% | 00.0% | Unchanged |
| Monument Capital Management | 3,974 | $249.2K | 0.06% | +3,974 | New |
| Cresset Asset Management, LLC | 3,923 | $246.0K | 0.00% | +3,923 | New |
| Vise Technologies, Inc. | 3,874 | $242.9K | 0.01% | +3,874 | New |
| Crossmark Global Holdings, Inc. | 3,837 | $240.6K | 0.00% | +3,837 | New |
| David R. Rahn & Associates Inc. | 3,805 | $238.6K | 0.06% | +3,805 | New |
| Sagespring Wealth Partners, LLC | 3,799 | $238.2K | 0.00% | +3,799 | New |
| Umb Bank N A | 3,784 | $237.3K | 0.00% | −8−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,762 | $235.9K | 0.00% | +3,762 | New |
| International Assets Investment Management, LLC | 4,458 | $235.5K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,726 | $233.6K | 0.01% | +3,726 | New |
| SPC Financial, Inc. | 3,718 | $233.1K | 0.02% | +3,718 | New |
| Atlantic Union Bankshares Corp | 3,746 | $231.1K | 0.00% | +1,184+46.2% | Added |
| Carnegie Lake Advisors LLC | 3,665 | $229.8K | 0.09% | +3,665 | New |
| Sig Brokerage, LP | 3,656 | $229.2K | 0.06% | +3,656 | New |
| Callan Family Office, LLC | 3,604 | $226.0K | 0.01% | +3,604 | New |
| Capital Investment Counsel, Inc | 3,600 | $225.7K | 0.03% | +3,600 | New |
| RSM US Wealth Management LLC | 3,591 | $225.2K | 0.00% | +3,591 | New |
| Vinva Investment Management Ltd | 3,469 | $225.1K | 0.00% | +3,469 | New |
| Private Wealth Partners, LLC | 3,500 | $219.4K | 0.02% | +3,500 | New |
| Larson Financial Group LLC | 3,483 | $218.4K | 0.01% | +196+6.0% | Added |
| GW Henssler & Associates Ltd | 3,456 | $216.7K | 0.01% | +3,456 | New |
| Stock Yards Bank & Trust Co | 3,425 | $214.7K | 0.01% | +3,425 | New |
| Merit Financial Group, LLC | 3,395 | $212.9K | 0.00% | −851−20.0% | Reduced |
| Whetstone Capital Advisors, LLC | 3,379 | $211.9K | 0.06% | −714−17.4% | Reduced |
| Brown Miller Wealth Management, LLC | 3,377 | $211.8K | 0.06% | +3,377 | New |
| Western Pacific Wealth Management, LP | 3,356 | $210.4K | 0.21% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 3,323 | $208.4K | 0.09% | +3,323 | New |
| Wellington Management Group LLP | 3,303 | $207.1K | 0.00% | +3,303 | New |
| Beckerman Institutional, LLC | 3,291 | $206.3K | 0.12% | +3,291 | New |
| Fortress Financial Solutions, LLC | 3,285 | $206.0K | 0.22% | +3,285 | New |
| Lido Advisors, LLC | 3,252 | $203.9K | 0.00% | +3,252 | New |
| Longboard Asset Management, LP | 3,250 | $203.8K | 0.33% | +3,250 | New |
| GTS Securities LLC | 3,230 | $202.5K | 0.01% | +3,230 | New |
| Lafayette Investments, Inc. | 3,200 | $200.6K | 0.04% | +3,200 | New |
| Perigon Wealth Management, LLC | 3,190 | $200.0K | 0.00% | +3,190 | New |
| Siemens Fonds Invest GmbH | 3,128 | $196.1K | 0.01% | −27−0.9% | Reduced |
| Amica Retiree Medical Trust | 3,086 | $193.0K | 0.26% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,000 | $188.1K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,935 | $184.0K | 0.00% | +2,255+331.6% | Added |
| North Capital, Inc. | 2,844 | $178.3K | 0.14% | +10.0% | Added |
| Hantz Financial Services, Inc. | 2,832 | $178.0K | 0.00% | +1,129+66.3% | Added |
| Ci Investments Inc. | 2,759 | $173.0K | 0.00% | −939−25.4% | Reduced |
| Leonteq Securities AG | 2,595 | $162.7K | 0.01% | −551−17.5% | Reduced |
| Advisory Services Network, LLC | 2,284 | $143.2K | 0.00% | +2,284 | New |
| CIBC Private Wealth Group, LLC | 2,254 | $141.3K | 0.00% | +1,054+87.8% | Added |
| Tower View Investment Management & Research LLC | 2,243 | $140.6K | 0.07% | +12+0.5% | Added |
| Ramirez Asset Management, Inc. | 2,100 | $131.7K | 0.02% | 00.0% | Unchanged |