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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4,586 | $271.1K | 0.00% | +2,797+156.3% | Added |
| Havemeyer Place LP | 4,645 | $274.6K | 0.05% | +4,645 | New |
| Dynamic Advisor Solutions LLC | 4,672 | $276.2K | 0.01% | −145−3.0% | Reduced |
| Macquarie Group Ltd | 4,686 | $277.0K | 0.00% | −6,173−56.8% | Reduced |
| Triad Wealth Partners, LLC | 4,844 | $286.4K | 0.03% | −2,813−36.7% | Reduced |
| Jump Financial, LLC | 4,873 | $288.0K | 0.00% | +4,873 | New |
| BFSG, LLC | 4,915 | $290.5K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,933 | $291.6K | 0.11% | −288−5.5% | Reduced |
| Hamilton Capital Partners Inc. | 4,976 | $294.1K | 0.01% | −453−8.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,000 | $295.6K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,059 | $299.0K | 0.00% | +2,227+78.6% | Added |
| KRS Capital Management, LLC | 5,120 | $302.6K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,139 | $303.8K | 0.01% | −6−0.1% | Reduced |
| Commerce Bank | 5,161 | $305.1K | 0.00% | +212+4.3% | Added |
| Cary Street Partners Financial LLC | 5,200 | $307.4K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 5,299 | $313.2K | 0.03% | −1,937−26.8% | Reduced |
| Wellington Management Group LLP | 5,309 | $313.8K | 0.00% | +2,006+60.7% | Added |
| MJP Associates Inc | 5,343 | $315.8K | 0.04% | −471−8.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,363 | $317.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 5,385 | $318.3K | 0.00% | +5,385 | New |
| Envestnet Portfolio Solutions, Inc. | 5,438 | $321.4K | 0.00% | −1,225−18.4% | Reduced |
| Profund Advisors LLC | 5,473 | $323.5K | 0.01% | −436−7.4% | Reduced |
| HighPoint Advisor Group LLC | 5,497 | $324.9K | 0.01% | −454−7.6% | Reduced |
| Tobam | 5,506 | $325.0K | 0.08% | +5,482+22,841.7% | Added |
| Advisor OS, LLC | 5,504 | $325.3K | 0.03% | −468−7.8% | Reduced |
| Private Advisor Group, LLC | 5,566 | $329.0K | 0.00% | −3,186−36.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,623 | $332.4K | 0.02% | −73−1.3% | Reduced |
| Credit Agricole S A | 5,700 | $336.9K | 0.00% | −22,575−79.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,800 | $342.8K | 0.09% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,824 | $344.3K | 0.08% | +151+2.7% | Added |
| Moneta Group Investment Advisors LLC | 5,856 | $346.1K | 0.00% | −1,259−17.7% | Reduced |
| We Are One Seven, LLC | 5,893 | $348.3K | 0.01% | −68−1.1% | Reduced |
| Pictet North America Advisors SA | 5,950 | $351.7K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,043 | $357.2K | 0.01% | +21+0.3% | Added |
| Spirit of America Management Corp | 6,050 | $357.6K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,154 | $363.7K | 0.02% | −107−1.7% | Reduced |
| STRS Ohio | 6,265 | $370.3K | 0.00% | +12+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $376.2K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 6,397 | $378.1K | 0.02% | −85−1.3% | Reduced |
| Triangle Securities Wealth Management | 6,468 | $382.3K | 0.08% | −300−4.4% | Reduced |
| Wedmont Private Capital | 6,012 | $383.0K | 0.01% | −368−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,481 | $383.1K | 0.02% | −96−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 6,568 | $388.2K | 0.01% | −3,801−36.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,595 | $389.9K | 0.01% | +199+3.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,735 | $398.1K | 0.01% | +50+0.7% | Added |
| DMG Group, LLC | 6,762 | $399.7K | 0.27% | +168+2.5% | Added |
| Summit Financial, LLC | 6,783 | $400.9K | 0.01% | −42−0.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $401.9K | 0.00% | +6,800 | New |
| Vident Advisory, LLC | 6,805 | $402.2K | 0.00% | −156−2.2% | Reduced |
| PFG Investments, LLC | 6,824 | $403.3K | 0.02% | −175−2.5% | Reduced |
| Fayez Sarofim & Co | 6,849 | $404.8K | 0.00% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 6,905 | $408.2K | 0.14% | +6,905 | New |
| Blue Rock Wealth Management LLC | 7,000 | $413.8K | 0.26% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 7,006 | $414.1K | 0.07% | +7,006 | New |
| SlateStone Wealth, LLC | 7,029 | $415.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $417.1K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 7,109 | $420.2K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,114 | $420.5K | 0.00% | +3,352+89.1% | Added |
| Sterneck Capital Management, LLC | 7,125 | $421.2K | 0.19% | +556+8.5% | Added |
| Principle Wealth Partners LLC | 7,131 | $421.5K | 0.02% | 00.0% | Unchanged |
| Promethium Advisors,llc | 7,264 | $429.4K | 0.23% | −1,785−19.7% | Reduced |
| National Asset Management, Inc. | 7,267 | $429.5K | 0.02% | +782+12.1% | Added |
| Abn Amro Investment Solutions | 7,367 | $435.5K | 0.01% | +7,367 | New |
| Snowden Capital Advisors LLC | 7,466 | $441.3K | 0.01% | −63−0.8% | Reduced |
| Global Retirement Partners, LLC | 7,485 | $442.4K | 0.01% | +6,574+721.6% | Added |
| Independent Financial Group, LLC | 7,550 | $446.3K | 0.01% | +7,550 | New |
| Shelton Capital Management | 7,560 | $446.9K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7,564 | $447.1K | 0.12% | −9−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 7,593 | $448.8K | 0.00% | +7,593 | New |
| Diversify Advisory Services, LLC | 6,897 | $452.6K | 0.01% | −746−9.8% | Reduced |
| Teacher Retirement System of Texas | 7,753 | $458.3K | 0.00% | −22,992−74.8% | Reduced |
| Cynosure Management, LLC | 7,770 | $459.3K | 0.05% | +7,770 | New |
| 1832 Asset Management L.P. | 7,970 | $471.1K | 0.00% | +320+4.2% | Added |
| Kovack Advisors, Inc. | 8,061 | $476.5K | 0.02% | +559+7.5% | Added |
| CIBC World Markets Corp | 8,158 | $482.2K | 0.00% | +8,158 | New |
| Segment Wealth Management, LLC | 8,200 | $484.7K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,315 | $491.5K | 0.00% | −6,218−42.8% | Reduced |
| Colony Group, LLC | 8,418 | $497.6K | 0.00% | −1,791−17.5% | Reduced |
| E&G Advisors, LP | 8,600 | $508.3K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,613 | $509.0K | 0.00% | −2,708−23.9% | Reduced |
| Forum Financial Management, LP | 8,886 | $525.3K | 0.01% | −22−0.2% | Reduced |
| Jefferies Financial Group Inc. | 9,000 | $532.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,000 | $532.0K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 9,009 | $532.5K | 0.01% | +164+1.9% | Added |
| GAMMA Investing LLC | 9,014 | $532.8K | 0.03% | +450+5.3% | Added |
| Greenwood Capital Associates LLC | 9,178 | $542.5K | 0.06% | +23+0.3% | Added |
| North Dakota State Investment Board | 9,208 | $544.3K | 0.02% | +9,208 | New |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $552.7K | 0.02% | −7,885−45.7% | Reduced |
| Jones Financial Companies LLLP | 9,393 | $555.2K | 0.00% | +1,726+22.5% | Added |
| Skopos Labs, Inc. | 9,229 | $556.8K | 0.03% | +9,229 | New |
| Moors & Cabot, Inc. | 9,454 | $558.8K | 0.02% | −575−5.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,491 | $561.0K | 0.23% | +382+4.2% | Added |
| Nomura Asset Management International Inc. | 9,600 | $567.0K | 0.00% | +9,600 | New |
| TBH Global Asset Management, LLC | 9,813 | $580.0K | 0.10% | −566−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 9,953 | $588.3K | 0.00% | +4,131+71.0% | Added |
| Rakuten Investment Management, Inc. | 9,960 | $600.9K | 0.00% | −65,548−86.8% | Reduced |
| Fort Sheridan Advisors LLC | 10,300 | $608.8K | 0.08% | −500−4.6% | Reduced |
| Siemens Fonds Invest GmbH | 10,177 | $611.9K | 0.03% | +7,049+225.4% | Added |
| ProShare Advisors LLC | 10,406 | $615.1K | 0.00% | −670−6.0% | Reduced |
| Tritonpoint Wealth, LLC | 10,516 | $621.6K | 0.06% | +30.0% | Added |