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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 25,693 | $1.52M | 0.00% | −1,581−5.8% | Reduced |
| Mariner, LLC | 25,709 | $1.52M | 0.00% | +2,065+8.7% | Added |
| JustInvest LLC | 25,716 | $1.52M | 0.01% | +617+2.5% | Added |
| OP Asset Management Ltd | 25,738 | $1.52M | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 26,250 | $1.55M | 0.02% | −1,600−5.7% | Reduced |
| Jeppson Wealth Management, LLC | 26,295 | $1.55M | 0.49% | −210−0.8% | Reduced |
| Avanza Fonder AB | 26,357 | $1.56M | 0.04% | +10,950+71.1% | Added |
| Swedbank AB | 26,842 | $1.59M | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 26,063 | $1.59M | 0.30% | 00.0% | Unchanged |
| FFG Partners, LLC | 27,119 | $1.60M | 0.46% | −196−0.7% | Reduced |
| Bearing Point Capital, LLC | 27,323 | $1.62M | 0.25% | +16,548+153.6% | Added |
| Quantinno Capital Management LP | 27,595 | $1.63M | 0.00% | −18,069−39.6% | Reduced |
| Meketa Investment Group Inc | 28,398 | $1.68M | 5.67% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 28,700 | $1.70M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,106 | $1.72M | 0.00% | −1,394−4.6% | Reduced |
| Nissay Asset Management Corp | 30,175 | $1.78M | 0.01% | +296+1.0% | Added |
| Pacer Advisors, Inc. | 31,037 | $1.83M | 0.00% | −3,629−10.5% | Reduced |
| Amica Mutual Insurance Co | 31,766 | $1.88M | 0.16% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 32,731 | $1.93M | 0.08% | +32,731 | New |
| MML Investors Services, LLC | 32,732 | $1.93M | 0.00% | +1,351+4.3% | Added |
| Bleakley Financial Group, LLC | 32,761 | $1.94M | 0.03% | +2,364+7.8% | Added |
| Simplex Trading, LLC | 33,129 | $1.96M | 0.06% | +33,129 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 33,811 | $2.00M | 0.02% | −1,601−4.5% | Reduced |
| Pinebridge Investments LLC | 33,977 | $2.01M | 0.01% | +33,977 | New |
| Captrust Financial Advisors | 34,072 | $2.01M | 0.00% | +14,356+72.8% | Added |
| Element Capital Management LLC | 34,476 | $2.04M | 1.05% | +34,476 | New |
| Park Circle Co | 34,765 | $2.05M | 1.85% | 00.0% | Unchanged |
| CenterBook Partners LP | 35,199 | $2.08M | 0.10% | +16,989+93.3% | Added |
| Neuberger Berman Group LLC | 35,418 | $2.09M | 0.00% | +74+0.2% | Added |
| DekaBank Deutsche Girozentrale | 42,023 | $2.10M | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35,865 | $2.12M | 0.22% | −3,850−9.7% | Reduced |
| Hilltop Holdings Inc. | 36,296 | $2.15M | 0.13% | +245+0.7% | Added |
| Empire Financial Management Company, LLC | 36,500 | $2.16M | 0.47% | −39,500−52.0% | Reduced |
| Sanctuary Advisors, LLC | 37,204 | $2.20M | 0.01% | −2,830−7.1% | Reduced |
| Xponance, Inc. | 37,622 | $2.22M | 0.02% | −4,847−11.4% | Reduced |
| Natixis | 37,950 | $2.24M | 0.01% | +37,950 | New |
| Tredje AP-fonden | 39,308 | $2.32M | 0.02% | −6,059−13.4% | Reduced |
| Miller Value Partners, LLC | 40,000 | $2.36M | 0.83% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 40,006 | $2.36M | 0.01% | −1,440−3.5% | Reduced |
| Truist Financial Corp | 40,627 | $2.40M | 0.00% | +4,034+11.0% | Added |
| British Columbia Investment Management Corp | 41,593 | $2.46M | 0.01% | +7,850+23.3% | Added |
| Diversified Trust Co | 42,466 | $2.51M | 0.05% | +840+2.0% | Added |
| Utah Retirement Systems | 43,159 | $2.55M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,467 | $2.57M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 44,145 | $2.61M | 0.02% | −4,445−9.1% | Reduced |
| Integrated Advisors Network LLC | 47,434 | $2.80M | 0.12% | −2,242−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 47,557 | $2.81M | 0.09% | −1,261−2.6% | Reduced |
| GFG Capital, LLC | 49,304 | $2.91M | 1.04% | −1,574−3.1% | Reduced |
| Verition Fund Management LLC | 50,100 | $2.96M | 0.02% | −2,122−4.1% | Reduced |
| CI Private Wealth, LLC | 50,445 | $2.98M | 0.00% | +7,678+18.0% | Added |
| KBC Group NV | 51,351 | $3.04M | 0.01% | −10,486−17.0% | Reduced |
| Oregon Public Employees Retirement Fund | 51,586 | $3.05M | 0.04% | −900−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,286 | $3.09M | 0.03% | +700+1.4% | Added |
| New Mexico Educational Retirement Board | 53,800 | $3.18M | 0.09% | 00.0% | Unchanged |
| Buckland Partners Management Co LLC | 54,400 | $3.22M | 1.78% | +54,400 | New |
| JRM Investment Counsel, LLC | 54,921 | $3.25M | 0.94% | +681+1.3% | Added |
| Toronto Dominion Bank | 55,034 | $3.25M | 0.01% | −87,251−61.3% | Reduced |
| Coastal Bridge Advisors, LLC | 55,211 | $3.26M | 0.24% | −926−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 55,224 | $3.26M | 0.00% | −4,969−8.3% | Reduced |
| Landscape Capital Management, L.L.C. | 56,231 | $3.32M | 0.22% | −196−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 56,326 | $3.33M | 0.00% | +20,454+57.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 58,059 | $3.43M | 0.04% | +100.0% | Added |
| Prudential Financial Inc | 58,672 | $3.47M | 0.00% | −20,174−25.6% | Reduced |
| State of Michigan Retirement System | 61,300 | $3.62M | 0.02% | −700−1.1% | Reduced |
| Assenagon Asset Management S.A. | 61,998 | $3.66M | 0.01% | +18,669+43.1% | Added |
| Compagnie Lombard Odier SCmA | 62,005 | $3.67M | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 62,100 | $3.67M | 0.73% | +44+0.1% | Added |
| Woodbridge Co Ltd | 63,000 | $3.72M | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 64,865 | $3.83M | 0.49% | −14,771−18.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,936 | $3.84M | 0.02% | −1,902−2.8% | Reduced |
| Cetera Investment Advisers | 64,957 | $3.84M | 0.00% | −4,491−6.5% | Reduced |
| Handelsbanken Fonder AB | 66,700 | $3.94M | 0.01% | +15,400+30.0% | Added |
| Resona Asset Management Co.,Ltd. | 67,933 | $4.03M | 0.02% | −4,613−6.4% | Reduced |
| Illinois Municipal Retirement Fund | 68,295 | $4.04M | 0.05% | +20,388+42.6% | Added |
| Louisiana State Employees Retirement System | 71,800 | $4.24M | 0.07% | −700−1.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $4.25M | 0.02% | 00.0% | Unchanged |
| one8zero8, LLC | 73,830 | $4.36M | 0.95% | −1,250−1.7% | Reduced |
| Janney Montgomery Scott LLC | 73,881 | $4.37M | 0.01% | +8,251+12.6% | Added |
| SG Americas Securities, LLC | 74,173 | $4.38M | 0.01% | −4,489−5.7% | Reduced |
| KLP Kapitalforvaltning AS | 76,800 | $4.54M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 78,716 | $4.65M | 0.01% | −2,986−3.7% | Reduced |
| Nomura Asset Management Co Ltd | 78,849 | $4.66M | 0.01% | −17,348−18.0% | Reduced |
| Advisor Group Holdings, Inc. | 79,756 | $4.71M | 0.01% | −39,772−33.3% | Reduced |
| Chicago Partners Investment Group LLC | 77,081 | $4.72M | 0.12% | +392+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 80,080 | $4.73M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 81,302 | $4.81M | 0.02% | −1,289−1.6% | Reduced |
| Arizona State Retirement System | 82,810 | $4.89M | 0.03% | +13,539+19.5% | Added |
| Wellington Shields Capital Management, LLC | 84,370 | $4.99M | 0.73% | +2,098+2.6% | Added |
| Comerica Bank | 85,861 | $5.08M | 0.02% | −100,098−53.8% | Reduced |
| HighTower Advisors, LLC | 86,043 | $5.09M | 0.01% | +4,588+5.6% | Added |
| Yousif Capital Management, LLC | 82,369 | $5.09M | 0.06% | −1,840−2.2% | Reduced |
| Kerusso Capital Management LLC | 86,468 | $5.11M | 2.36% | +20,803+31.7% | Added |
| Cerity Partners LLC | 86,922 | $5.14M | 0.01% | +2,812+3.3% | Added |
| La Banque Postale Asset Management SA | 88,075 | $5.21M | 0.06% | −4,454−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 87,255 | $5.26M | 0.01% | +1,422+1.7% | Added |
| Stephens Inc | 89,394 | $5.28M | 0.07% | −105−0.1% | Reduced |
| Aviva PLC | 90,420 | $5.34M | 0.01% | +4,019+4.7% | Added |
| Worldquant Millennium Advisors LLC | 91,592 | $5.41M | 0.02% | +91,592 | New |
| Pictet Asset Management Holding SA | 93,300 | $5.52M | 0.01% | −26,295−22.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 94,635 | $5.59M | 0.01% | −20,453−17.8% | Reduced |