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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 96,065 | $5.68M | 0.00% | +891+0.9% | Added |
| New York State Teachers Retirement System | 97,586 | $5.77M | 0.01% | +4,200+4.5% | Added |
| BNP Paribas Arbitrage, SA | 99,086 | $5.86M | 0.00% | +6,343+6.8% | Added |
| City of London Investment Management Co Ltd | 99,723 | $5.89M | 0.44% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 101,869 | $5.99M | 0.02% | +14,637+16.8% | Added |
| Texas Yale Capital Corp. | 101,709 | $6.01M | 0.18% | −6,300−5.8% | Reduced |
| Mutual of America Capital Management LLC | 107,996 | $6.38M | 0.07% | −12,276−10.2% | Reduced |
| HSBC Holdings PLC | 108,615 | $6.43M | 0.00% | +1,352+1.3% | Added |
| Treasurer of the State of North Carolina | 109,580 | $6.48M | 0.02% | −8,002−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 111,448 | $6.59M | 0.05% | −4,775−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 111,637 | $6.60M | 0.00% | +2,326+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,162 | $6.75M | 0.01% | +8,512+8.1% | Added |
| APG Asset Management N.V. | 135,237 | $6.81M | 0.02% | −11,163−7.6% | Reduced |
| Amalgamated Bank | 115,653 | $6.84M | 0.05% | −4,008−3.3% | Reduced |
| TD Asset Management Inc | 116,100 | $6.86M | 0.01% | −5,226−4.3% | Reduced |
| Fifth Third Bancorp | 116,874 | $6.91M | 0.02% | +9,676+9.0% | Added |
| State of Wisconsin Investment Board | 118,264 | $6.99M | 0.02% | −4,790−3.9% | Reduced |
| Van Eck Associates Corp | 124,240 | $7.34M | 0.01% | −28,298−18.6% | Reduced |
| Capital International Inc | 125,420 | $7.41M | 0.06% | +600.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 126,340 | $7.53M | 0.01% | −8,734−6.5% | Reduced |
| Sound Income Strategies, LLC | 115,092 | $7.55M | 0.36% | +23,200+25.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 130,954 | $7.74M | 0.03% | −34,835−21.0% | Reduced |
| Danske Bank A/S | 131,309 | $7.76M | 0.02% | +8,000+6.5% | Added |
| Squarepoint Ops LLC | 137,290 | $8.12M | 0.02% | +137,290 | New |
| SEI Investments Co | 138,179 | $8.17M | 0.01% | +45,674+49.4% | Added |
| Winslow Asset Management Inc | 146,198 | $8.64M | 1.59% | −154−0.1% | Reduced |
| American Century Companies Inc | 146,957 | $8.69M | 0.00% | −200,741−57.7% | Reduced |
| New York State Common Retirement Fund | 148,695 | $8.79M | 0.01% | −58,700−28.3% | Reduced |
| Thrivent Financial for Lutherans | 151,087 | $8.93M | 0.02% | +12,504+9.0% | Added |
| River Road Asset Management, LLC | 152,601 | $9.02M | 0.10% | −3,670−2.3% | Reduced |
| Bamco Inc | 157,000 | $9.28M | 0.03% | −10,076−6.0% | Reduced |
| Wesbanco Bank Inc | 158,018 | $9.34M | 0.26% | +15,618+11.0% | Added |
| State Board of Administration of Florida Retirement System | 158,087 | $9.34M | 0.02% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 159,229 | $9.41M | 0.24% | −12,526−7.3% | Reduced |
| Stifel Financial Corp | 162,901 | $9.63M | 0.01% | −11,550−6.6% | Reduced |
| Forsta Ap-Fonden | 164,100 | $9.70M | 0.06% | +2,500+1.5% | Added |
| Gator Capital Management, LLC | 164,135 | $9.70M | 2.01% | +1,370+0.8% | Added |
| Lazard Asset Management LLC | 164,714 | $9.74M | 0.02% | +2,908+1.8% | Added |
| AQR Capital Management LLC | 168,598 | $9.97M | 0.01% | +12,800+8.2% | Added |
| Citigroup Inc | 172,826 | $10.2M | 0.01% | +51,320+42.2% | Added |
| Standard Life Aberdeen plc | 175,708 | $10.4M | 0.02% | −7,502−4.1% | Reduced |
| PEAK6 LLC | 177,675 | $10.5M | 0.29% | +84,855+91.4% | Added |
| SOL Capital Management CO | 185,934 | $11.0M | 0.99% | −2,305−1.2% | Reduced |
| Oppenheimer & Co Inc | 193,458 | $11.4M | 0.16% | −2,780−1.4% | Reduced |
| MetLife Investment Management | 197,712 | $11.7M | 0.06% | +63,839+47.7% | Added |
| Galvin, Gaustad & Stein, LLC | 204,623 | $12.1M | 0.94% | −28,431−12.2% | Reduced |
| National Bank of Canada | 209,592 | $12.4M | 0.01% | +26,478+14.5% | Added |
| Royal London Asset Management Ltd | 210,864 | $12.5M | 0.03% | −5,656−2.6% | Reduced |
| Price T Rowe Associates Inc | 212,114 | $12.5M | 0.00% | +9,396+4.6% | Added |
| Brown Advisory Inc | 212,424 | $12.6M | 0.02% | +2,620+1.2% | Added |
| First Trust Advisors LP | 217,844 | $12.9M | 0.01% | −43,790−16.7% | Reduced |
| Citadel Advisors LLC | 219,275 | $13.0M | 0.01% | +118,513+117.6% | Added |
| Korea Investment CORP | 221,096 | $13.1M | 0.03% | −1,400−0.6% | Reduced |
| Bank of Montreal | 221,428 | $13.1M | 0.01% | +9,765+4.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 220,132 | $13.4M | 0.01% | +12,000+5.8% | Added |
| Balyasny Asset Management LLC | 226,712 | $13.4M | 0.03% | −979,221−81.2% | Reduced |
| DnB Asset Management AS | 242,813 | $14.4M | 0.05% | −21,902−8.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 252,313 | $14.9M | 2.24% | +5,124+2.1% | Added |
| Sit Investment Associates Inc | 262,040 | $15.5M | 0.30% | +69,624+36.2% | Added |
| CastleKnight Management LP | 265,376 | $15.7M | 0.89% | +145,100+120.6% | Added |
| Sargent Investment Group, LLC | 305,087 | $18.0M | 2.26% | −2,380−0.8% | Reduced |
| Kames Capital plc | 306,433 | $18.1M | 0.22% | −55,461−15.3% | Reduced |
| CSM Advisors, LLC | 308,727 | $18.3M | 0.50% | −30,276−8.9% | Reduced |
| Retirement Systems of Alabama | 311,436 | $18.4M | 0.06% | −3,436−1.1% | Reduced |
| Natixis Advisors, L.P. | 325,446 | $19.2M | 0.03% | −74,412−18.6% | Reduced |
| California State Teachers Retirement System | 330,794 | $19.6M | 0.02% | −12,234−3.6% | Reduced |
| Great West Life Assurance Co | 360,547 | $21.3M | 0.04% | +13,041+3.8% | Added |
| Wells Fargo & Company | 390,440 | $23.1M | 0.00% | −2,588−0.7% | Reduced |
| Barclays PLC | 406,735 | $24.0M | 0.01% | −518,049−56.0% | Reduced |
| Royal Bank of Canada | 409,012 | $24.2M | 0.00% | −1,860,041−82.0% | Reduced |
| Sirios Capital Management L P | 433,852 | $25.6M | 3.19% | +17,712+4.3% | Added |
| Walleye Capital LLC | 434,290 | $25.7M | 0.15% | +243,709+127.9% | Added |
| T. Rowe Price Investment Management, Inc. | 434,992 | $25.7M | 0.02% | +21,590+5.2% | Added |
| Alliancebernstein L.P. | 443,301 | $26.2M | 0.01% | −3,532−0.8% | Reduced |
| Freestone Grove Partners LP | 444,142 | $26.3M | 0.19% | +444,142 | New |
| Envestnet Asset Management Inc | 459,370 | $27.2M | 0.01% | −164,194−26.3% | Reduced |
| Deprince Race & Zollo Inc | 461,245 | $27.3M | 0.52% | +127,681+38.3% | Added |
| California Public Employees Retirement System | 463,613 | $27.4M | 0.02% | +14,924+3.3% | Added |
| Assetmark, Inc | 471,035 | $27.8M | 0.06% | −88,253−15.8% | Reduced |
| Rockefeller Capital Management L.P. | 480,565 | $28.4M | 0.05% | −3,133−0.6% | Reduced |
| Frontier Capital Management Co LLC | 498,991 | $29.5M | 0.31% | −1,704,906−77.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 507,540 | $30.0M | 0.02% | −27,043−5.1% | Reduced |
| Manufacturers Life Insurance Company, The | 507,574 | $30.0M | 0.02% | −2,537−0.5% | Reduced |
| Principal Financial Group Inc | 558,049 | $33.0M | 0.02% | −20,369−3.5% | Reduced |
| Raymond James Financial Inc | 589,759 | $34.9M | 0.01% | −88,262−13.0% | Reduced |
| Deutsche Bank AG | 594,117 | $35.1M | 0.01% | +261,188+78.5% | Added |
| Argent Capital Management LLC | 602,893 | $35.6M | 1.01% | −22,036−3.5% | Reduced |
| Private Management Group Inc | 663,941 | $39.2M | 1.14% | −4,887−0.7% | Reduced |
| Nuveen, LLC | 672,647 | $39.8M | 0.01% | −156,198−18.8% | Reduced |
| Rhumbline Advisers | 702,878 | $41.5M | 0.03% | −27,989−3.8% | Reduced |
| Franklin Street Advisors Inc | 724,039 | $42.8M | 2.44% | +51,224+7.6% | Added |
| Marshall Wace, LLP | 742,257 | $43.9M | 0.04% | +730,666+6,303.7% | Added |
| Amundi | 818,535 | $48.4M | 0.01% | +552,724+207.9% | Added |
| Algebris (UK) Ltd | 853,254 | $50.5M | 4.00% | +853,254 | New |
| LPL Financial LLC | 929,773 | $55.0M | 0.02% | +83,388+9.9% | Added |
| Russell Investments Group, Ltd. | 933,532 | $55.2M | 0.06% | −106,786−10.3% | Reduced |
| JPMorgan Chase & Co | 979,203 | $57.9M | 0.00% | −151,672−13.4% | Reduced |
| Davis Asset Management, L.P. | 1,000,000 | $59.1M | 2.12% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,067,055 | $63.1M | 0.01% | +18,741+1.8% | Added |
| Invesco Ltd. | 1,116,227 | $66.0M | 0.01% | +399,895+55.8% | Added |