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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 541 | $32.7K | 0.01% | −48−8.1% | Reduced |
| Root Financial Partners, LLC | 597 | $35.3K | 0.00% | −105−15.0% | Reduced |
| Golden State Wealth Management, LLC | 600 | $35.5K | 0.00% | +50+9.1% | Added |
| Essential Partners LLC | 602 | $35.6K | 0.01% | +5+0.8% | Added |
| Central Trust Co | 607 | $35.9K | 0.00% | +7+1.2% | Added |
| Massmutual Trust Co FSB | 620 | $36.6K | 0.00% | +39+6.7% | Added |
| S&T Bank | 630 | $37.2K | 0.01% | +428+211.9% | Added |
| Motco | 642 | $37.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 708 | $41.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 721 | $42.6K | 0.00% | +176+32.3% | Added |
| Community Bank, N.A. | 772 | $45.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 811 | $47.9K | 0.00% | −190−19.0% | Reduced |
| CVA Family Office, LLC | 865 | $51.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 882 | $52.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 949 | $56.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 955 | $56.5K | 0.02% | +321+50.6% | Added |
| Retirement Wealth Solutions LLC | 995 | $58.8K | 0.04% | +2+0.2% | Added |
| Delos Wealth Advisors, LLC | 1,003 | $59.3K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,016 | $60.1K | 0.01% | −1,064−51.2% | Reduced |
| Ostrum Asset Management | 1,019 | $60.2K | 0.00% | −339−25.0% | Reduced |
| Ossiam | 1,067 | $63.1K | 0.00% | −400−27.3% | Reduced |
| Los Angeles Capital Management LLC | 1,120 | $63.4K | 0.00% | +1,120 | New |
| State of Wyoming | 1,088 | $64.3K | 0.01% | +121+12.5% | Added |
| SageView Advisory Group, LLC | 1,196 | $70.7K | 0.00% | +1,196 | New |
| Keating Financial Advisory Services, Inc. | 1,283 | $75.8K | 0.01% | +1,283 | New |
| Quadrant Capital Group LLC | 1,327 | $78.4K | 0.00% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,343 | $79.4K | 0.00% | −244−15.4% | Reduced |
| Rothschild Investment LLC | 1,377 | $81.4K | 0.00% | +46+3.5% | Added |
| Gold Investment Management Ltd. | 1,382 | $81.7K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,403 | $82.9K | 0.00% | +1,010+257.0% | Added |
| Covestor Ltd | 1,443 | $85.0K | 0.04% | −639−30.7% | Reduced |
| Valley National Advisers Inc | 1,520 | $89.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,533 | $90.6K | 0.00% | +1,533 | New |
| Bogart Wealth, LLC | 1,571 | $92.9K | 0.00% | −5−0.3% | Reduced |
| Smartleaf Asset Management LLC | 1,627 | $97.8K | 0.00% | +164+11.2% | Added |
| Bessemer Group Inc | 1,665 | $98.0K | 0.00% | +87+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $100.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,759 | $104.0K | 0.00% | −495−22.0% | Reduced |
| Huntington National Bank | 1,771 | $104.7K | 0.00% | −16−0.9% | Reduced |
| Sunbelt Securities, Inc. | 1,790 | $105.8K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,940 | $114.7K | 0.01% | +660+51.6% | Added |
| Tema ETFs LLC | 2,014 | $119.0K | 0.01% | +2,014 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,045 | $120.9K | 0.00% | +118+6.1% | Added |
| Wellington Shields & Co., LLC | 2,098 | $124.0K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,100 | $124.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,181 | $128.9K | 0.01% | +2,181 | New |
| Edmond de Rothschild Holding S.A. | 2,210 | $130.6K | 0.00% | −3,640−62.2% | Reduced |
| Leonteq Securities AG | 2,216 | $131.0K | 0.01% | −379−14.6% | Reduced |
| Tower View Investment Management & Research LLC | 2,258 | $133.5K | 0.07% | +15+0.7% | Added |
| Western Pacific Wealth Management, LP | 2,849 | $168.4K | 0.16% | −507−15.1% | Reduced |
| IFP Advisors, Inc | 2,949 | $174.3K | 0.00% | +14+0.5% | Added |
| Old Point Trust & Financial Services N A | 3,000 | $177.3K | 0.06% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $195.8K | 0.15% | +3,312 | New |
| Spire Wealth Management | 3,370 | $199.2K | 0.01% | −1,279−27.5% | Reduced |
| TCW Group Inc | 3,390 | $200.4K | 0.00% | +3,390 | New |
| Brown Miller Wealth Management, LLC | 3,400 | $201.0K | 0.06% | +23+0.7% | Added |
| Integrated Wealth Concepts LLC | 3,419 | $202.1K | 0.00% | −4,101−54.5% | Reduced |
| Two Sigma Securities, LLC | 3,422 | $202.3K | 0.03% | +3,422 | New |
| Stock Yards Bank & Trust Co | 3,425 | $202.5K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,435 | $203.1K | 0.00% | −364−9.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,443 | $203.5K | 0.00% | +3,002+680.7% | Added |
| Equitable Holdings, Inc. | 3,465 | $204.8K | 0.00% | −2,364−40.6% | Reduced |
| Lido Advisors, LLC | 3,335 | $208.7K | 0.00% | +83+2.6% | Added |
| Capital Investment Counsel, Inc | 3,600 | $212.8K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,606 | $213.2K | 0.00% | +3,606 | New |
| Larson Financial Group LLC | 3,625 | $214.3K | 0.01% | +142+4.1% | Added |
| Toroso Investments, LLC | 3,631 | $214.6K | 0.00% | −2,218−37.9% | Reduced |
| RSM US Wealth Management LLC | 3,572 | $214.8K | 0.00% | −19−0.5% | Reduced |
| Carnegie Lake Advisors LLC | 3,665 | $216.6K | 0.08% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,673 | $217.1K | 0.01% | +217+6.3% | Added |
| Sowell Financial Services LLC | 3,680 | $217.5K | 0.01% | −46−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 3,736 | $217.8K | 0.00% | −10−0.3% | Reduced |
| Whetstone Capital Advisors, LLC | 3,696 | $218.5K | 0.07% | +317+9.4% | Added |
| Callan Family Office, LLC | 3,712 | $219.4K | 0.00% | +108+3.0% | Added |
| International Assets Investment Management, LLC | 3,735 | $220.8K | 0.02% | −723−16.2% | Reduced |
| Comprehensive Money Management Services LLC | 3,760 | $222.3K | 0.15% | +3,760 | New |
| David R. Rahn & Associates Inc. | 3,805 | $224.9K | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,819 | $225.7K | 0.01% | +3,819 | New |
| Merit Financial Group, LLC | 3,839 | $226.9K | 0.00% | +444+13.1% | Added |
| Vise Technologies, Inc. | 3,874 | $229.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,914 | $231.4K | 0.00% | +77+2.0% | Added |
| Cresset Asset Management, LLC | 3,929 | $232.3K | 0.00% | +6+0.2% | Added |
| Fielder Capital Group LLC | 3,984 | $235.5K | 0.05% | +3,984 | New |
| UniSuper Management Pty Ltd | 4,000 | $236.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $236.9K | 0.08% | +4,008 | New |
| Mirador Capital Partners LP | 4,059 | $239.9K | 0.03% | −64−1.6% | Reduced |
| Pictet & Cie (Europe) SA | 4,250 | $251.2K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,253 | $251.4K | 0.16% | −275−6.1% | Reduced |
| Atomi Financial Group, Inc. | 4,332 | $256.1K | 0.01% | +178+4.3% | Added |
| Rafferty Asset Management, LLC | 4,361 | $257.8K | 0.00% | −139−3.1% | Reduced |
| Umb Bank N A | 4,385 | $259.2K | 0.00% | +601+15.9% | Added |
| Barrett & Company, Inc. | 4,406 | $260.5K | 0.09% | 00.0% | Unchanged |
| PMG Family Office LLC | 4,409 | $260.6K | 0.30% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 4,415 | $261.0K | 0.18% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,431 | $261.9K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,500 | $266.0K | 0.06% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 4,510 | $266.6K | 0.09% | −176−3.8% | Reduced |
| Glenmede Trust Co NA | 4,549 | $268.9K | 0.00% | +4,549 | New |
| Vestcor Inc | 4,543 | $269.0K | 0.01% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 4,572 | $270.2K | 0.13% | +4,572 | New |