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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

Q4 2025 vs. Q3 2025

How the institutions holding Carlyle Group Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CG: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders63815627+4
Shares227.7M467.6K229.1M+1.79M (+0.8%)
Value$14.3B$29.4M$13.5B−$702.6M (−4.9%)

15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Carlyle Group Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CG in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank4,876,621$288.3M0.03%
Algebris (UK) Ltd853,254$50.5M4.00%
Freestone Grove Partners LP444,142$26.3M0.19%
Squarepoint Ops LLC137,290$8.12M0.02%
Worldquant Millennium Advisors LLC91,592$5.41M0.02%
Buckland Partners Management Co LLC54,400$3.22M1.78%
Natixis37,950$2.24M0.01%
Element Capital Management LLC34,476$2.04M1.05%
Pinebridge Investments LLC33,977$2.01M0.01%
Simplex Trading, LLC33,129$1.96M0.06%
New Age Alpha Advisors, LLC32,731$1.93M0.08%
Alyeska Investment Group, L.P.20,134$1.19M0.00%
Massar Capital Management, LP20,075$1.19M0.23%
Cordoba Advisory Partners LLC18,389$1.09M0.27%
Polymer Capital Management (US) LLC18,354$1.08M0.14%
GM Advisory Group, Inc.18,298$1.08M0.04%
Parallax Volatility Advisers, L.P.16,977$1.00M0.03%
Capstone Capital Management Ltd16,554$978.5K0.94%
Winthrop Partners - WNY, LLC16,311$964.1K0.52%
Eurizon Capital SGR S.p.A.15,262$904.9K0.00%
Legato Capital Management LLC13,879$820.4K0.07%
Nomura Asset Management International Inc.9,600$567.0K0.00%
Skopos Labs, Inc.9,229$556.8K0.03%
North Dakota State Investment Board9,208$544.3K0.02%
CIBC World Markets Corp8,158$482.2K0.00%
Cynosure Management, LLC7,770$459.3K0.05%
Sequoia Financial Advisors, LLC7,593$448.8K0.00%
Independent Financial Group, LLC7,550$446.3K0.01%
Abn Amro Investment Solutions7,367$435.5K0.01%
Fieldview Capital Management, LLC7,006$414.1K0.07%
Sagewood Asset Management LP6,905$408.2K0.14%
PensionDanmark Pensionsforsikringsaktieselskab6,800$401.9K0.00%
M&T Bank Corp5,385$318.3K0.00%
Jump Financial, LLC4,873$288.0K0.00%
Havemeyer Place LP4,645$274.6K0.05%
Flatrock Wealth Partners LLC4,572$270.2K0.13%
Glenmede Trust Co NA4,549$268.9K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.4,008$236.9K0.08%
Fielder Capital Group LLC3,984$235.5K0.05%
AlphaCore Capital LLC3,819$225.7K0.01%
Comprehensive Money Management Services LLC3,760$222.3K0.15%
Baird Financial Group, Inc.3,606$213.2K0.00%
Two Sigma Securities, LLC3,422$202.3K0.03%
TCW Group Inc3,390$200.4K0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management3,312$195.8K0.15%
Pinnacle Wealth Planning Services, Inc.2,181$128.9K0.01%
Tema ETFs LLC2,014$119.0K0.01%
Ancora Advisors, LLC1,533$90.6K0.00%
Keating Financial Advisory Services, Inc.1,283$75.8K0.01%
SageView Advisory Group, LLC1,196$70.7K0.00%
Los Angeles Capital Management LLC1,120$63.4K0.00%
Adkins Seale Capital Management LLC546$32.3K0.03%
Quattro Advisors LLC293$17.3K0.01%
Torren Management, LLC227$13.4K0.01%
Align Financial, LLC11,940$11.9K0.01%
Fideuram Asset Management (Ireland) dac199$10.0K0.00%
Modus Advisors, LLC148$8.75K0.00%
Hilton Head Capital Partners, LLC138$8.16K0.00%
Bryn Mawr Trust Co116$6.86K0.00%
Battery Global Advisors, LLC65$3.84K0.00%
United Community Bank63$3.72K0.00%
Signature Resources Capital Management, LLC57$3.37K0.00%
Comprehensive Financial Planning, Inc.51$3.01K0.00%
SHP Wealth Management48$2.84K0.00%
Bravera Wealth48$2.84K0.00%
Rossby Financial, LCC39$2.31K0.00%
JNBA Financial Advisors35$2.07K0.00%
Benson Wealth Management INC33$1.95K0.00%
Signature Equity Partners, LLC25$1.49K0.00%
Legacy Wealth Managment, LLC24$1.42K0.00%
Turning Point Benefit Group, Inc.21$1.24K0.00%
1015 Capital Partners, LLC18$1.06K0.00%
CX Institutional24$1.00K0.00%
Cornerstone Financial Management LLC14$8280.00%
Sunrise Financial Services, LLC13$7680.00%
Zions Bancorporation, National Association11$6500.00%
Atlantic Private Wealth, LLC10$5950.00%
Bernard Wealth Management Corp.500$5700.00%
Dunhill Financial, LLC6$3380.00%
Eastern Bank3$1770.00%
Elyxium Wealth, LLC3$1770.00%

Sold out (77)

Institutions that held Carlyle Group Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CG in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Azora Capital LP1,076,083$67.5M
Holocene Advisors, LP718,562$45.1M
Moore Capital Management, LP670,080$42.0M
Polaris Capital Management, LLC578,600$36.3M
Brandywine Global Investment Management, LLC212,622$13.3M
Prana Capital Management, LP140,153$8.79M
Cinctive Capital Management LP80,050$5.02M
Ibex Wealth Advisors71,565$4.49M
Union Bancaire Privee, UBP SA83,100$4.24M
Lighthouse Investment Partners, LLC65,002$4.08M
Deroy & Devereaux Private Investment Counsel Inc60,635$3.80M
Healthcare of Ontario Pension Plan Trust Fund55,000$3.45M
Aquatic Capital Management LLC45,531$2.85M
Generali Asset Management SPA SGR30,518$1.91M
Twin Capital Management Inc26,301$1.65M
Maltese Capital Management LLC25,000$1.57M
ISAM Funds (UK) Ltd24,288$1.52M
Trexquant Investment LP24,173$1.52M
Concentric Capital Strategies, LP20,206$1.27M
Impax Asset Management Group plc16,691$1.05M
SummitTX Capital, L.P.15,659$981.8K
Friedenthal Financial14,847$930.9K
Retireful, LLC11,703$733.8K
FJ Capital Management LLC10,696$670.6K
Schonfeld Strategic Advisors LLC9,759$611.9K
Virginia Retirement Systems Et Al9,400$589.4K
Ritholtz Wealth Management9,125$572.1K
Winton Group Ltd8,601$539.3K
EntryPoint Capital, LLC7,936$497.6K
Axq Capital, LP7,927$497.0K
Intech Investment Management LLC7,740$485.3K
Everence Capital Management Inc7,720$484.0K
Oak Thistle LLC7,325$459.3K
NorthRock Partners, LLC5,634$353.3K
Volterra Technologies LP5,528$346.6K
Center For Asset Management LLC4,586$287.5K
Stamos Capital Partners, L.P.4,425$277.4K
Edgemoor Investment Advisors, Inc.4,414$276.8K
Allspring Global Investments Holdings, LLC4,512$274.2K
American Trust4,111$257.8K
FORA Capital, LLC4,077$255.6K
Monument Capital Management3,974$249.2K
Sig Brokerage, LP3,656$229.2K
Vinva Investment Management Ltd3,469$225.1K
Private Wealth Partners, LLC3,500$219.4K
Guardian Financial Partners, LLC3,323$208.4K
Beckerman Institutional, LLC3,291$206.3K
Fortress Financial Solutions, LLC3,285$206.0K
Longboard Asset Management, LP3,250$203.8K
GTS Securities LLC3,230$202.5K
Lafayette Investments, Inc.3,200$200.6K
Perigon Wealth Management, LLC3,190$200.0K
North Capital, Inc.2,844$178.3K
Ci Investments Inc.2,759$173.0K
Advisory Services Network, LLC2,284$143.2K
Principal Securities, Inc.1,758$110.2K
Optiver Holding B.V.1,594$99.9K
Mather Group, LLC.1,011$63.4K
Marshall & Sterling Wealth Advisors Inc.690$43.3K
Main Street Group, LTD568$35.6K
WFA of San Diego, LLC500$31.4K
Rise Advisors, LLC439$27.5K
Wealthspire Advisors, LLC347$21.8K
Clayton Financial Group LLC210$13.2K
Global X Japan Co., Ltd.154$9.66K
JPL Wealth Management, LLC110$6.90K
Harvest Fund Management Co., Ltd72$5.00K
Quest 10 Wealth Builders, Inc.69$4.33K
Foster Dykema Cabot & Partners, LLC36$2.26K
Cloud Capital Management, LLC47$2.00K
Atlantic Edge Private Wealth Management, LLC22$1.38K
Tortoise Investment Management, LLC13$815
Breakwater Investment Management8$502
First Pacific Financial7$439
Imprint Wealth LLC7$439
GPS Wealth Strategies Group, LLC6$377
Salem Investment Counselors Inc5$314

Not filed for Q4 2025 yet (15)

Institutions that held Carlyle Group Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Point72 Europe (London) LLP215,490$13.5M
Eisler Capital Management Ltd.100,000$6.27M
Pinebridge Investments, L.P.47,256$2.96M
Wolverine Trading, LLC29,611$1.92M
Synovus Financial Corp16,330$1.02M
Stonegate Management LLC16,000$1.00M
AXA Investment Managers S.A.10,949$686.5K
Stonegate Investment Group, LLC10,077$631.8K
CIBC Bancorp USA Inc.8,417$527.7K
Glenmede Investment Management, LP4,285$268.7K
SPC Financial, Inc.3,718$233.1K
Amica Retiree Medical Trust3,086$193.0K
Optimum Investment Advisors1,800$112.9K
Hemington Wealth Management384$24.0K
Binnacle Investments Inc211$13.2K