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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 10,665 | $630.4K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 11,000 | $650.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11,112 | $656.8K | 0.04% | +33+0.3% | Added |
| Allianz Asset Management GmbH | 11,229 | $663.7K | 0.00% | +1,867+19.9% | Added |
| Gulf International Bank (UK) Ltd | 11,257 | $665.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,310 | $668.4K | 0.02% | −288−2.5% | Reduced |
| McGowan Group Asset Management, Inc. | 11,321 | $669.2K | 0.08% | −148−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 11,683 | $690.6K | 0.10% | +1,329+12.8% | Added |
| Warren Averett Asset Management, LLC | 11,792 | $697.0K | 0.01% | +564+5.0% | Added |
| Empowered Funds, LLC | 11,962 | $707.1K | 0.01% | −915−7.1% | Reduced |
| US Bancorp | 12,045 | $712.0K | 0.00% | −1,523−11.2% | Reduced |
| Franklin Resources Inc | 12,049 | $712.2K | 0.00% | −21,940−64.6% | Reduced |
| VestGen Advisors, LLC | 12,071 | $713.5K | 0.03% | +136+1.1% | Added |
| HB Wealth Management, LLC | 12,226 | $722.7K | 0.00% | +310+2.6% | Added |
| First Manhattan Co | 12,250 | $724.1K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 12,090 | $727.0K | 0.00% | +2,247+22.8% | Added |
| CWM, LLC | 12,349 | $730.0K | 0.00% | +104+0.8% | Added |
| Stiles Financial Services Inc | 12,388 | $732.3K | 0.23% | −128−1.0% | Reduced |
| 44 Wealth Management LLC | 12,417 | $734.0K | 0.25% | −3,949−24.1% | Reduced |
| TD Private Client Wealth LLC | 12,473 | $737.3K | 0.02% | −3,961−24.1% | Reduced |
| Thoroughbred Financial Services, LLC | 12,557 | $742.0K | 0.04% | +44+0.4% | Added |
| QRG Capital Management, Inc. | 12,840 | $759.0K | 0.01% | +4,124+47.3% | Added |
| Tower Research Capital LLC (TRC) | 12,853 | $759.7K | 0.02% | +4,479+53.5% | Added |
| Verdence Capital Advisors LLC | 13,032 | $770.3K | 0.05% | +4,280+48.9% | Added |
| Everhart Financial Group, Inc. | 13,051 | $771.4K | 0.07% | +3,910+42.8% | Added |
| ASR Vermogensbeheer N.V. | 13,102 | $774.4K | 0.01% | −89−0.7% | Reduced |
| Maryland State Retirement & Pension System | 13,486 | $797.2K | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 13,572 | $802.2K | 0.00% | +1,978+17.1% | Added |
| National Pension Service | 13,748 | $812.6K | 0.00% | +5,938+76.0% | Added |
| Legato Capital Management LLC | 13,879 | $820.4K | 0.07% | +13,879 | New |
| TD Waterhouse Canada Inc. | 14,066 | $831.0K | 0.01% | −3,650−20.6% | Reduced |
| Stablepoint Partners, LLC | 14,178 | $838.0K | 0.13% | −384−2.6% | Reduced |
| CIBC Asset Management Inc | 14,660 | $866.6K | 0.00% | +445+3.1% | Added |
| Arete Wealth Advisors, LLC | 15,131 | $894.4K | 0.06% | −234−1.5% | Reduced |
| Davenport & Co LLC | 15,235 | $900.5K | 0.00% | +1,710+12.6% | Added |
| Eurizon Capital SGR S.p.A. | 15,262 | $904.9K | 0.00% | +15,262 | New |
| O'Rourke & Company, Inc | 15,445 | $913.0K | 0.36% | −687−4.3% | Reduced |
| Sterling Capital Management LLC | 15,505 | $916.5K | 0.01% | −665−4.1% | Reduced |
| Kestra Advisory Services, LLC | 15,637 | $924.3K | 0.00% | +184+1.2% | Added |
| Baldwin Brothers Inc | 15,720 | $929.2K | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,896 | $939.6K | 0.00% | −1,991−11.1% | Reduced |
| Investment Management Corp of Ontario | 15,915 | $940.7K | 0.01% | +4,892+44.4% | Added |
| Guinness Asset Management LTD | 15,631 | $943.0K | 0.02% | +3,430+28.1% | Added |
| Clearstead Advisors, LLC | 15,977 | $944.4K | 0.01% | +306+2.0% | Added |
| Nilsine Partners, LLC | 16,084 | $950.7K | 0.08% | +950+6.3% | Added |
| Benjamin Edwards Inc | 16,123 | $953.0K | 0.01% | −3,988−19.8% | Reduced |
| Winthrop Partners - WNY, LLC | 16,311 | $964.1K | 0.52% | +16,311 | New |
| Mackenzie Financial Corp | 16,213 | $973.0K | 0.00% | +953+6.2% | Added |
| Capstone Capital Management Ltd | 16,554 | $978.5K | 0.94% | +16,554 | New |
| GWM Advisors LLC | 16,632 | $983.1K | 0.00% | +10,651+178.1% | Added |
| Ensign Peak Advisors, Inc | 16,742 | $989.6K | 0.00% | −34,825−67.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,977 | $1.00M | 0.03% | +16,977 | New |
| Bank of Nova Scotia | 17,000 | $1.01M | 0.00% | +10,652+167.8% | Added |
| Allstate Corp | 17,044 | $1.01M | 0.01% | +8,279+94.5% | Added |
| Blair William & Co | 17,248 | $1.02M | 0.00% | −3,011−14.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,371 | $1.03M | 0.01% | −5,163−22.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,397 | $1.03M | 0.04% | +1,149+7.1% | Added |
| Moody National Bank Trust Division | 17,448 | $1.03M | 0.10% | −10,278−37.1% | Reduced |
| Journey Strategic Wealth LLC | 17,903 | $1.06M | 0.03% | −99−0.5% | Reduced |
| Mercer Global Advisors Inc | 18,117 | $1.07M | 0.00% | +2,372+15.1% | Added |
| Arkadios Wealth Advisors | 18,289 | $1.08M | 0.02% | −679−3.6% | Reduced |
| GM Advisory Group, Inc. | 18,298 | $1.08M | 0.04% | +18,298 | New |
| Polymer Capital Management (US) LLC | 18,354 | $1.08M | 0.14% | +18,354 | New |
| Cordoba Advisory Partners LLC | 18,389 | $1.09M | 0.27% | +18,389 | New |
| Intrepid Capital Management Inc | 18,590 | $1.10M | 0.43% | +50.0% | Added |
| Federated Hermes, Inc. | 18,672 | $1.10M | 0.00% | −2,555−12.0% | Reduced |
| Creative Planning | 18,821 | $1.11M | 0.00% | +1,994+11.9% | Added |
| SMH Capital Advisors Inc | 18,886 | $1.12M | 2.27% | −119−0.6% | Reduced |
| Securian Asset Management, Inc | 18,911 | $1.12M | 0.04% | −593−3.0% | Reduced |
| Hoertkorn Richard Charles | 19,600 | $1.16M | 0.45% | −400−2.0% | Reduced |
| Jane Street Group, LLC | 19,689 | $1.16M | 0.00% | −18,245−48.1% | Reduced |
| Daiwa Securities Group Inc. | 19,773 | $1.17M | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 19,826 | $1.17M | 0.61% | −200−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,722 | $1.17M | 0.00% | +15,717+392.4% | Added |
| Massar Capital Management, LP | 20,075 | $1.19M | 0.23% | +20,075 | New |
| Public Employees Retirement Association of Colorado | 20,098 | $1.19M | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 20,134 | $1.19M | 0.00% | +20,134 | New |
| Daymark Wealth Partners, LLC | 20,491 | $1.21M | 0.04% | −1,441−6.6% | Reduced |
| Swiss Life Asset Management Ltd | 20,515 | $1.21M | 0.01% | −99,392−82.9% | Reduced |
| Susquehanna International Group, LLP | 20,661 | $1.22M | 0.00% | −239,710−92.1% | Reduced |
| Inceptionr LLC | 21,233 | $1.26M | 0.35% | −1,727−7.5% | Reduced |
| Advisors Asset Management, Inc. | 21,237 | $1.26M | 0.02% | +11,247+112.6% | Added |
| Janus Henderson Group PLC | 21,573 | $1.27M | 0.00% | +9,400+77.2% | Added |
| D.A. Davidson & Co. | 21,632 | $1.28M | 0.01% | −500−2.3% | Reduced |
| Nordea Investment Management AB | 21,770 | $1.30M | 0.00% | +24+0.1% | Added |
| Edgestream Partners, L.P. | 22,113 | $1.31M | 0.04% | −68,133−75.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,187 | $1.31M | 0.01% | −171−0.8% | Reduced |
| Garrison Bradford & Associates Inc | 22,843 | $1.35M | 1.47% | +4,000+21.2% | Added |
| Brinker Capital Investments, LLC | 23,123 | $1.37M | 0.01% | +1,921+9.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,264 | $1.38M | 0.00% | −4,822−17.2% | Reduced |
| Zhang Financial LLC | 23,818 | $1.41M | 0.05% | −13−0.1% | Reduced |
| Apollon Wealth Management, LLC | 24,110 | $1.43M | 0.02% | +87+0.4% | Added |
| Kestra Private Wealth Services, LLC | 24,220 | $1.43M | 0.02% | −2,026−7.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,099 | $1.45M | 0.00% | +88+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.46M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 24,646 | $1.46M | 0.02% | −6,343−20.5% | Reduced |
| Atria Investments LLC | 24,927 | $1.47M | 0.02% | −961−3.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,952 | $1.47M | 0.16% | +10.0% | Added |
| State of Alaska, Department of Revenue | 25,647 | $1.51M | 0.02% | −2,515−8.9% | Reduced |
| Waterway Wealth Management, LLC | 25,637 | $1.52M | 0.34% | +10,961+74.7% | Added |