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, Q4 2025
Institutional positions in Carlyle Group Inc. as of Dec 31, 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
- 627
- +4 vs. Q3 2025
- Shares held
- 229.1M
- +1.79M (+0.8%) vs. Q3 2025
- Total value
- $13.5B
- −$702.6M (−4.9%) vs. Q3 2025
- New holders
- 81
- 203 more added
- Sold out
- 77
- 227 more reduced
15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30,696,459 | $1.81B | 0.03% | −1,804,963−5.6% | Reduced |
| Vanguard Group Inc | 26,368,246 | $1.56B | 0.02% | +934,237+3.7% | Added |
| Capital World Investors | 19,970,879 | $1.18B | 0.16% | −5,0040.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 15,198,269 | $898.4M | 1.14% | +4,270,119+39.1% | Added |
| Morgan Stanley | 10,189,948 | $602.3M | 0.04% | +84,228+0.8% | Added |
| State Street Corp | 9,545,119 | $564.2M | 0.02% | −397,016−4.0% | Reduced |
| Millennium Management LLC | 8,340,531 | $493.0M | 0.35% | +3,410,462+69.2% | Added |
| Massachusetts Financial Services Co | 7,735,298 | $457.2M | 0.15% | +117,223+1.5% | Added |
| William Blair Investment Management, LLC | 7,131,902 | $421.6M | 1.18% | −1,617,073−18.5% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $351.2M | 1.54% | 00.0% | Unchanged |
| Boston Partners | 5,533,198 | $327.2M | 0.34% | −636,926−10.3% | Reduced |
| Geode Capital Management, LLC | 4,999,880 | $294.8M | 0.02% | +79,134+1.6% | Added |
| Norges Bank | 4,876,621 | $288.3M | 0.03% | +4,876,621 | New |
| Ariel Investments, LLC | 3,950,333 | $233.5M | 2.52% | −283,053−6.7% | Reduced |
| Legal & General Group Plc | 3,260,377 | $192.7M | 0.04% | +176,777+5.7% | Added |
| Dimensional Fund Advisors LP | 3,176,369 | $187.8M | 0.04% | +222,508+7.5% | Added |
| UBS Group AG | 2,536,538 | $149.9M | 0.03% | −1,500,719−37.2% | Reduced |
| Ameriprise Financial Inc | 2,505,449 | $148.1M | 0.03% | −134,448−5.1% | Reduced |
| Northern Trust Corp | 2,483,003 | $146.8M | 0.02% | −86,721−3.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,435,137 | $143.9M | 0.88% | −187,075−7.1% | Reduced |
| FMR LLC | 2,366,678 | $139.9M | 0.01% | +1,250,996+112.1% | Added |
| Bank of New York Mellon Corp | 2,024,585 | $119.7M | 0.02% | −295,371−12.7% | Reduced |
| Capital International Investors | 1,713,670 | $101.3M | 0.02% | +8,152+0.5% | Added |
| Bank of America Corp | 1,490,564 | $88.1M | 0.01% | −468,028−23.9% | Reduced |
| UBS Asset Management Americas Inc | 1,380,227 | $81.6M | 0.02% | +30,305+2.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $78.4M | 0.63% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,240,060 | $73.3M | 0.01% | +40,738+3.4% | Added |
| Invesco Ltd. | 1,116,227 | $66.0M | 0.01% | +399,895+55.8% | Added |
| Charles Schwab Investment Management Inc | 1,067,055 | $63.1M | 0.01% | +18,741+1.8% | Added |
| Davis Asset Management, L.P. | 1,000,000 | $59.1M | 2.12% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 979,203 | $57.9M | 0.00% | −151,672−13.4% | Reduced |
| Russell Investments Group, Ltd. | 933,532 | $55.2M | 0.06% | −106,786−10.3% | Reduced |
| LPL Financial LLC | 929,773 | $55.0M | 0.02% | +83,388+9.9% | Added |
| Algebris (UK) Ltd | 853,254 | $50.5M | 4.00% | +853,254 | New |
| Amundi | 818,535 | $48.4M | 0.01% | +552,724+207.9% | Added |
| Marshall Wace, LLP | 742,257 | $43.9M | 0.04% | +730,666+6,303.7% | Added |
| Franklin Street Advisors Inc | 724,039 | $42.8M | 2.44% | +51,224+7.6% | Added |
| Rhumbline Advisers | 702,878 | $41.5M | 0.03% | −27,989−3.8% | Reduced |
| Nuveen, LLC | 672,647 | $39.8M | 0.01% | −156,198−18.8% | Reduced |
| Private Management Group Inc | 663,941 | $39.2M | 1.14% | −4,887−0.7% | Reduced |
| Argent Capital Management LLC | 602,893 | $35.6M | 1.01% | −22,036−3.5% | Reduced |
| Deutsche Bank AG | 594,117 | $35.1M | 0.01% | +261,188+78.5% | Added |
| Raymond James Financial Inc | 589,759 | $34.9M | 0.01% | −88,262−13.0% | Reduced |
| Principal Financial Group Inc | 558,049 | $33.0M | 0.02% | −20,369−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 507,574 | $30.0M | 0.02% | −2,537−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 507,540 | $30.0M | 0.02% | −27,043−5.1% | Reduced |
| Frontier Capital Management Co LLC | 498,991 | $29.5M | 0.31% | −1,704,906−77.4% | Reduced |
| Rockefeller Capital Management L.P. | 480,565 | $28.4M | 0.05% | −3,133−0.6% | Reduced |
| Assetmark, Inc | 471,035 | $27.8M | 0.06% | −88,253−15.8% | Reduced |
| California Public Employees Retirement System | 463,613 | $27.4M | 0.02% | +14,924+3.3% | Added |
| Deprince Race & Zollo Inc | 461,245 | $27.3M | 0.52% | +127,681+38.3% | Added |
| Envestnet Asset Management Inc | 459,370 | $27.2M | 0.01% | −164,194−26.3% | Reduced |
| Freestone Grove Partners LP | 444,142 | $26.3M | 0.19% | +444,142 | New |
| Alliancebernstein L.P. | 443,301 | $26.2M | 0.01% | −3,532−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 434,992 | $25.7M | 0.02% | +21,590+5.2% | Added |
| Walleye Capital LLC | 434,290 | $25.7M | 0.15% | +243,709+127.9% | Added |
| Sirios Capital Management L P | 433,852 | $25.6M | 3.19% | +17,712+4.3% | Added |
| Royal Bank of Canada | 409,012 | $24.2M | 0.00% | −1,860,041−82.0% | Reduced |
| Barclays PLC | 406,735 | $24.0M | 0.01% | −518,049−56.0% | Reduced |
| Wells Fargo & Company | 390,440 | $23.1M | 0.00% | −2,588−0.7% | Reduced |
| Great West Life Assurance Co | 360,547 | $21.3M | 0.04% | +13,041+3.8% | Added |
| California State Teachers Retirement System | 330,794 | $19.6M | 0.02% | −12,234−3.6% | Reduced |
| Natixis Advisors, L.P. | 325,446 | $19.2M | 0.03% | −74,412−18.6% | Reduced |
| Retirement Systems of Alabama | 311,436 | $18.4M | 0.06% | −3,436−1.1% | Reduced |
| CSM Advisors, LLC | 308,727 | $18.3M | 0.50% | −30,276−8.9% | Reduced |
| Kames Capital plc | 306,433 | $18.1M | 0.22% | −55,461−15.3% | Reduced |
| Sargent Investment Group, LLC | 305,087 | $18.0M | 2.26% | −2,380−0.8% | Reduced |
| CastleKnight Management LP | 265,376 | $15.7M | 0.89% | +145,100+120.6% | Added |
| Sit Investment Associates Inc | 262,040 | $15.5M | 0.30% | +69,624+36.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 252,313 | $14.9M | 2.24% | +5,124+2.1% | Added |
| DnB Asset Management AS | 242,813 | $14.4M | 0.05% | −21,902−8.3% | Reduced |
| Balyasny Asset Management LLC | 226,712 | $13.4M | 0.03% | −979,221−81.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 220,132 | $13.4M | 0.01% | +12,000+5.8% | Added |
| Bank of Montreal | 221,428 | $13.1M | 0.01% | +9,765+4.6% | Added |
| Korea Investment CORP | 221,096 | $13.1M | 0.03% | −1,400−0.6% | Reduced |
| Citadel Advisors LLC | 219,275 | $13.0M | 0.01% | +118,513+117.6% | Added |
| First Trust Advisors LP | 217,844 | $12.9M | 0.01% | −43,790−16.7% | Reduced |
| Brown Advisory Inc | 212,424 | $12.6M | 0.02% | +2,620+1.2% | Added |
| Price T Rowe Associates Inc | 212,114 | $12.5M | 0.00% | +9,396+4.6% | Added |
| Royal London Asset Management Ltd | 210,864 | $12.5M | 0.03% | −5,656−2.6% | Reduced |
| National Bank of Canada | 209,592 | $12.4M | 0.01% | +26,478+14.5% | Added |
| Galvin, Gaustad & Stein, LLC | 204,623 | $12.1M | 0.94% | −28,431−12.2% | Reduced |
| MetLife Investment Management | 197,712 | $11.7M | 0.06% | +63,839+47.7% | Added |
| Oppenheimer & Co Inc | 193,458 | $11.4M | 0.16% | −2,780−1.4% | Reduced |
| SOL Capital Management CO | 185,934 | $11.0M | 0.99% | −2,305−1.2% | Reduced |
| PEAK6 LLC | 177,675 | $10.5M | 0.29% | +84,855+91.4% | Added |
| Standard Life Aberdeen plc | 175,708 | $10.4M | 0.02% | −7,502−4.1% | Reduced |
| Citigroup Inc | 172,826 | $10.2M | 0.01% | +51,320+42.2% | Added |
| AQR Capital Management LLC | 168,598 | $9.97M | 0.01% | +12,800+8.2% | Added |
| Lazard Asset Management LLC | 164,714 | $9.74M | 0.02% | +2,908+1.8% | Added |
| Gator Capital Management, LLC | 164,135 | $9.70M | 2.01% | +1,370+0.8% | Added |
| Forsta Ap-Fonden | 164,100 | $9.70M | 0.06% | +2,500+1.5% | Added |
| Stifel Financial Corp | 162,901 | $9.63M | 0.01% | −11,550−6.6% | Reduced |
| Channing Capital Management, LLC | 159,229 | $9.41M | 0.24% | −12,526−7.3% | Reduced |
| State Board of Administration of Florida Retirement System | 158,087 | $9.34M | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 158,018 | $9.34M | 0.26% | +15,618+11.0% | Added |
| Bamco Inc | 157,000 | $9.28M | 0.03% | −10,076−6.0% | Reduced |
| River Road Asset Management, LLC | 152,601 | $9.02M | 0.10% | −3,670−2.3% | Reduced |
| Thrivent Financial for Lutherans | 151,087 | $8.93M | 0.02% | +12,504+9.0% | Added |
| New York State Common Retirement Fund | 148,695 | $8.79M | 0.01% | −58,700−28.3% | Reduced |