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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 1,240,060 | $73.3M | 0.01% | +40,738+3.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $78.4M | 0.63% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,380,227 | $81.6M | 0.02% | +30,305+2.2% | Added |
| Bank of America Corp | 1,490,564 | $88.1M | 0.01% | −468,028−23.9% | Reduced |
| Capital International Investors | 1,713,670 | $101.3M | 0.02% | +8,152+0.5% | Added |
| Bank of New York Mellon Corp | 2,024,585 | $119.7M | 0.02% | −295,371−12.7% | Reduced |
| FMR LLC | 2,366,678 | $139.9M | 0.01% | +1,250,996+112.1% | Added |
| Beutel, Goodman & Co Ltd. | 2,435,137 | $143.9M | 0.88% | −187,075−7.1% | Reduced |
| Northern Trust Corp | 2,483,003 | $146.8M | 0.02% | −86,721−3.4% | Reduced |
| Ameriprise Financial Inc | 2,505,449 | $148.1M | 0.03% | −134,448−5.1% | Reduced |
| UBS Group AG | 2,536,538 | $149.9M | 0.03% | −1,500,719−37.2% | Reduced |
| Dimensional Fund Advisors LP | 3,176,369 | $187.8M | 0.04% | +222,508+7.5% | Added |
| Legal & General Group Plc | 3,260,377 | $192.7M | 0.04% | +176,777+5.7% | Added |
| Ariel Investments, LLC | 3,950,333 | $233.5M | 2.52% | −283,053−6.7% | Reduced |
| Norges Bank | 4,876,621 | $288.3M | 0.03% | +4,876,621 | New |
| Geode Capital Management, LLC | 4,999,880 | $294.8M | 0.02% | +79,134+1.6% | Added |
| Boston Partners | 5,533,198 | $327.2M | 0.34% | −636,926−10.3% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $351.2M | 1.54% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 7,131,902 | $421.6M | 1.18% | −1,617,073−18.5% | Reduced |
| Massachusetts Financial Services Co | 7,735,298 | $457.2M | 0.15% | +117,223+1.5% | Added |
| Millennium Management LLC | 8,340,531 | $493.0M | 0.35% | +3,410,462+69.2% | Added |
| State Street Corp | 9,545,119 | $564.2M | 0.02% | −397,016−4.0% | Reduced |
| Morgan Stanley | 10,189,948 | $602.3M | 0.04% | +84,228+0.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 15,198,269 | $898.4M | 1.14% | +4,270,119+39.1% | Added |
| Capital World Investors | 19,970,879 | $1.18B | 0.16% | −5,0040.0% | Reduced |
| Vanguard Group Inc | 26,368,246 | $1.56B | 0.02% | +934,237+3.7% | Added |
| BlackRock, Inc. | 30,696,459 | $1.81B | 0.03% | −1,804,963−5.6% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −1,076,083−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −718,562−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −670,080−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −578,600−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −212,622−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −140,153−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −80,050−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −71,565−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −83,100−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −65,002−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −60,635−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −45,531−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −30,518−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −26,301−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −24,288−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,173−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −20,206−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −16,691−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −15,659−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −14,847−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −11,703−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −10,696−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,759−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,601−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,936−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,927−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,740−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,325−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −5,634−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −5,528−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,414−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Guardian Financial Partners, LLC | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Beckerman Institutional, LLC | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| Fortress Financial Solutions, LLC | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Lafayette Investments, Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −8−100.0% | Sold out |