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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 2,098 | $131.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,082 | $131.0K | 0.07% | +1,745+517.8% | Added |
| Private Trust Co NA | 2,080 | $130.4K | 0.01% | +1,490+252.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,927 | $120.8K | 0.00% | +1,927 | New |
| Optimum Investment Advisors | 1,800 | $112.9K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,790 | $112.2K | 0.01% | −210−10.5% | Reduced |
| Farther Finance Advisors, LLC | 1,789 | $112.2K | 0.00% | +639+55.6% | Added |
| Huntington National Bank | 1,787 | $112.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,758 | $110.2K | 0.00% | +71+4.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $106.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,594 | $99.9K | 0.00% | +795+99.5% | Added |
| EverSource Wealth Advisors, LLC | 1,587 | $99.5K | 0.00% | +33+2.1% | Added |
| Bogart Wealth, LLC | 1,576 | $98.8K | 0.00% | +16+1.0% | Added |
| Bessemer Group Inc | 1,578 | $98.0K | 0.00% | −803−33.7% | Reduced |
| Valley National Advisers Inc | 1,520 | $95.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,463 | $94.9K | 0.01% | +951+185.7% | Added |
| Ossiam | 1,467 | $92.0K | 0.00% | +1,377+1,530.0% | Added |
| Gold Investment Management Ltd. | 1,382 | $86.7K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,358 | $85.1K | 0.00% | −42−3.0% | Reduced |
| Rothschild Investment LLC | 1,331 | $83.5K | 0.00% | +76+6.1% | Added |
| Quadrant Capital Group LLC | 1,322 | $82.9K | 0.00% | +1,322 | New |
| Quest Partners LLC | 1,280 | $80.3K | 0.01% | −657−33.9% | Reduced |
| Mather Group, LLC. | 1,011 | $63.4K | 0.00% | +1,011 | New |
| Delos Wealth Advisors, LLC | 1,003 | $62.9K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,001 | $62.8K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 993 | $62.3K | 0.04% | −124−11.1% | Reduced |
| State of Wyoming | 967 | $60.6K | 0.01% | −6,381−86.8% | Reduced |
| LRI Investments, LLC | 949 | $59.5K | 0.00% | +52+5.8% | Added |
| Global Retirement Partners, LLC | 911 | $57.1K | 0.00% | +409+81.5% | Added |
| BOK Financial Private Wealth, Inc. | 882 | $55.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 865 | $54.2K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 772 | $48.4K | 0.01% | +772 | New |
| Oakworth Capital, Inc. | 708 | $44.4K | 0.00% | +708 | New |
| Root Financial Partners, LLC | 702 | $44.0K | 0.00% | +702 | New |
| Marshall & Sterling Wealth Advisors Inc. | 690 | $43.3K | 0.03% | +586+563.5% | Added |
| Brown Brothers Harriman & Co | 647 | $40.6K | 0.00% | +647 | New |
| Motco | 642 | $40.3K | 0.00% | +642 | New |
| Cary Street Partner Investment Advisory LLC | 634 | $39.8K | 0.02% | +143+29.1% | Added |
| Central Trust Co | 600 | $37.6K | 0.00% | −1,520−71.7% | Reduced |
| Essential Partners LLC | 597 | $37.4K | 0.01% | +7+1.2% | Added |
| Massmutual Trust Co FSB | 581 | $36.4K | 0.00% | −1−0.2% | Reduced |
| Main Street Group, LTD | 568 | $35.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 550 | $34.5K | 0.00% | +50+10.0% | Added |
| Allworth Financial LP | 545 | $34.2K | 0.00% | +47+9.4% | Added |
| Cornerstone Planning Group LLC | 589 | $33.3K | 0.01% | +102+20.9% | Added |
| Quarry LP | 519 | $32.5K | 0.01% | +519 | New |
| WFA of San Diego, LLC | 500 | $31.4K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 441 | $27.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 439 | $27.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 399 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 393 | $24.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 384 | $24.0K | 0.00% | +112+41.2% | Added |
| Wealthspire Advisors, LLC | 347 | $21.8K | 0.00% | +347 | New |
| TSFG, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 297 | $18.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 282 | $17.7K | 0.00% | +5+1.8% | Added |
| Bokf, NA | 276 | $17.3K | 0.00% | +276 | New |
| Albion Financial Group | 273 | $17.1K | 0.00% | +273 | New |
| MAI Capital Management | 273 | $17.1K | 0.00% | +24+9.6% | Added |
| Raiffeisen Bank International AG | 262 | $17.0K | 0.00% | +262 | New |
| NBT Bank N A | 63 | $16.7K | 0.00% | −203−76.3% | Reduced |
| Financial Consulate, Inc | 261 | $16.4K | 0.00% | +261 | New |
| High Note Wealth, LLC | 258 | $16.2K | 0.00% | +258 | New |
| Atlantic Trust, LLC | 250 | $15.7K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 240 | $15.1K | 0.00% | +1+0.4% | Added |
| Binnacle Investments Inc | 211 | $13.2K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 210 | $13.2K | 0.01% | +210 | New |
| Harbour Investments, Inc. | 205 | $12.9K | 0.00% | +2+1.0% | Added |
| S&T Bank | 202 | $12.7K | 0.00% | +161+392.7% | Added |
| Glen Eagle Advisors, LLC | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $12.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 199 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $12.2K | 0.00% | +25+14.7% | Added |
| Deseret Mutual Benefit Administrators | 175 | $11.0K | 0.00% | +175 | New |
| Colonial Trust Co | 171 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 154 | $9.66K | 0.00% | −272−63.8% | Reduced |
| JFS Wealth Advisors, LLC | 143 | $8.29K | 0.00% | +27+23.3% | Added |
| Ronald Blue Trust, Inc. | 125 | $7.84K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 130 | $7.68K | 0.00% | −96−42.5% | Reduced |
| Bruce G. Allen Investments, LLC | 120 | $7.52K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 114 | $7.15K | 0.01% | +114 | New |
| First Horizon Corp | 111 | $6.96K | 0.00% | +111 | New |
| JPL Wealth Management, LLC | 110 | $6.90K | 0.00% | +110 | New |
| Meeder Asset Management Inc | 107 | $6.71K | 0.00% | +107 | New |
| Parkside Financial Bank & Trust | 105 | $6.58K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 103 | $6.40K | 0.01% | +1+1.0% | Added |
| Teachers Insurance & Annuity Association of America | 101 | $6.33K | 0.01% | +101 | New |
| Harvest Fund Management Co., Ltd | 72 | $5.00K | 0.00% | +72 | New |
| Quest 10 Wealth Builders, Inc. | 69 | $4.33K | 0.00% | +69 | New |
| Avion Wealth | 68 | $4.00K | 0.00% | +8+13.3% | Added |
| Cullen/Frost Bankers, Inc. | 55 | $3.44K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $3.42K | 0.00% | +8+17.8% | Added |
| Private Wealth Management Group, LLC | 54 | $3.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $2.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 39 | $2.45K | 0.00% | −40−50.6% | Reduced |
| Principia Wealth Advisory, LLC | 38 | $2.38K | 0.00% | +4+11.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 36 | $2.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $2.19K | 0.00% | 00.0% | Unchanged |