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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

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.

Institutional holdersQ4 2025: 627 institutions
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value heldQ4 2025: $13.5B
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q3 2025.

Institutions holding CG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Proffitt & Goodson Inc10$120.00%00.0%Unchanged
Birchbrook, Inc.53$610.00%00.0%Unchanged
Crewe Advisors LLC2$1190.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC121$1380.00%00.0%Unchanged
CoreCap Advisors, LLC3$1770.00%00.0%Unchanged
Eastern Bank3$1770.00%+3New
Elyxium Wealth, LLC3$1770.00%+3New
MV Capital Management, Inc.4$2370.00%00.0%Unchanged
Dunhill Financial, LLC6$3380.00%+6New
Financial Management Professionals, Inc.7$4140.00%00.0%Unchanged
Quaker Wealth Management, LLC7$4140.00%00.0%Unchanged
Davis Capital Management7$4140.00%+3+75.0%Added
Seneschal Advisors, LLC8$4730.00%00.0%Unchanged
Wealth Watch Advisors, INC8$4730.00%00.0%Unchanged
Dogwood Wealth Management LLC8$4730.00%00.0%Unchanged
Bernard Wealth Management Corp.500$5700.00%+500New
Creative Financial Designs Inc10$5910.00%00.0%Unchanged
Atlantic Private Wealth, LLC10$5950.00%+10New
Zions Bancorporation, National Association11$6500.00%+11New
Manchester Capital Management LLC11$6510.00%+3+37.5%Added
American Capital Advisory, LLC12$7100.00%+1+9.1%Added
Sunrise Financial Services, LLC13$7680.00%+13New
Valued Wealth Advisors LLC14$8280.00%00.0%Unchanged
Cornerstone Financial Management LLC14$8280.00%+14New
HFM Investment Advisors, LLC15$8870.00%−4−21.1%Reduced
CX Institutional24$1.00K0.00%+24New
Cromwell Holdings LLC18$1.06K0.00%00.0%Unchanged
1015 Capital Partners, LLC18$1.06K0.00%+18New
Johnson Financial Group, Inc.20$1.18K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.21$1.24K0.00%+21New
Kilter Group LLC21$1.26K0.00%00.0%Unchanged
Insight Financial Services23$1.40K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC24$1.42K0.00%+24New
Bay Harbor Wealth Management, LLC25$1.48K0.00%+2+8.7%Added
Rialto Wealth Management, LLC25$1.48K0.00%−10−28.6%Reduced
Signature Equity Partners, LLC25$1.49K0.00%+25New
Hughes Financial Services, LLC28$1.66K0.00%00.0%Unchanged
Versant Capital Management, Inc31$1.83K0.00%00.0%Unchanged
Benson Wealth Management INC33$1.95K0.00%+33New
Annis Gardner Whiting Capital Advisors, LLC35$2.07K0.00%00.0%Unchanged
WPG Advisers, LLC35$2.07K0.00%00.0%Unchanged
JNBA Financial Advisors35$2.07K0.00%+35New
Rossby Financial, LCC39$2.31K0.00%+39New
Principia Wealth Advisory, LLC40$2.36K0.00%+2+5.3%Added
True Wealth Design, LLC40$2.37K0.00%−4−9.1%Reduced
DiNuzzo Private Wealth, Inc.47$2.78K0.00%−6−11.3%Reduced
SHP Wealth Management48$2.84K0.00%+48New
Bravera Wealth48$2.84K0.00%+48New
Comprehensive Financial Planning, Inc.51$3.01K0.00%+51New
Transamerica Financial Advisors, Inc.52$3.07K0.00%+24+85.7%Added
SJS Investment Consulting Inc.53$3.13K0.00%+25+89.3%Added
Private Wealth Management Group, LLC54$3.19K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.55$3.27K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC57$3.37K0.00%+57New
United Community Bank63$3.72K0.00%+63New
Quarry LP64$3.78K0.00%−455−87.7%Reduced
Battery Global Advisors, LLC65$3.84K0.00%+65New
Avion Wealth79$4.00K0.00%+11+16.2%Added
Quent Capital, LLC92$5.44K0.00%+70+318.2%Added
South State Corp.97$5.73K0.00%+58+148.7%Added
Teachers Insurance & Annuity Association of America101$5.97K0.01%00.0%Unchanged
Meeder Asset Management Inc102$6.03K0.00%−5−4.7%Reduced
Vision Financial Markets LLC103$6.07K0.01%00.0%Unchanged
Bryn Mawr Trust Co116$6.86K0.00%+116New
Bruce G. Allen Investments, LLC120$7.09K0.00%00.0%Unchanged
First Horizon Corp122$7.21K0.00%+11+9.9%Added
Clark Wealth Partners130$7.68K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC138$8.16K0.00%+138New
Colonial Trust Co147$8.69K0.00%−24−14.0%Reduced
Modus Advisors, LLC148$8.75K0.00%+148New
Parkside Financial Bank & Trust148$8.75K0.00%+43+41.0%Added
Ronald Blue Trust, Inc.168$9.93K0.00%+43+34.4%Added
Fideuram Asset Management (Ireland) dac199$10.0K0.00%+199New
Bell Investment Advisors, Inc170$10.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC190$10.6K0.00%+47+32.9%Added
AdvisorNet Financial, Inc199$11.8K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC200$11.8K0.00%00.0%Unchanged
Berbice Capital Management LLC200$11.8K0.01%00.0%Unchanged
Align Financial, LLC11,940$11.9K0.01%+11,940New
Torren Management, LLC227$13.4K0.01%+227New
Harbour Investments, Inc.228$13.5K0.00%+23+11.2%Added
Farmers & Merchants Investments Inc230$13.6K0.00%+35+17.9%Added
Darwin Advisors, LLC242$14.3K0.00%+2+0.8%Added
Fortitude Family Office, LLC250$14.8K0.00%−32−11.3%Reduced
Atlantic Trust, LLC250$14.8K0.00%00.0%Unchanged
Financial Consulate, Inc261$15.4K0.00%00.0%Unchanged
NBT Bank N A59$15.7K0.00%−4−6.3%Reduced
Raiffeisen Bank International AG262$15.8K0.00%00.0%Unchanged
Albion Financial Group273$16.1K0.00%00.0%Unchanged
Bokf, NA274$16.2K0.00%−2−0.7%Reduced
Cape Investment Advisory, Inc.275$16.3K0.00%+161+141.2%Added
Quattro Advisors LLC293$17.3K0.01%+293New
Proathlete Wealth Management LLC297$17.6K0.00%00.0%Unchanged
TSFG, LLC300$18.0K0.00%00.0%Unchanged
High Note Wealth, LLC308$18.2K0.00%+50+19.4%Added
Deseret Mutual Benefit Administrators312$18.4K0.01%+137+78.3%Added
Brown Brothers Harriman & Co319$18.9K0.00%−328−50.7%Reduced
Capital Advisors, Ltd. LLC399$24.0K0.00%00.0%Unchanged
MAI Capital Management412$24.4K0.00%+139+50.9%Added
Adkins Seale Capital Management LLC546$32.3K0.03%+546New