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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 146,957 | $8.69M | 0.00% | −200,741−57.7% | Reduced |
| Winslow Asset Management Inc | 146,198 | $8.64M | 1.59% | −154−0.1% | Reduced |
| SEI Investments Co | 138,179 | $8.17M | 0.01% | +45,674+49.4% | Added |
| Squarepoint Ops LLC | 137,290 | $8.12M | 0.02% | +137,290 | New |
| Danske Bank A/S | 131,309 | $7.76M | 0.02% | +8,000+6.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 130,954 | $7.74M | 0.03% | −34,835−21.0% | Reduced |
| Sound Income Strategies, LLC | 115,092 | $7.55M | 0.36% | +23,200+25.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 126,340 | $7.53M | 0.01% | −8,734−6.5% | Reduced |
| Capital International Inc | 125,420 | $7.41M | 0.06% | +600.0% | Added |
| Van Eck Associates Corp | 124,240 | $7.34M | 0.01% | −28,298−18.6% | Reduced |
| State of Wisconsin Investment Board | 118,264 | $6.99M | 0.02% | −4,790−3.9% | Reduced |
| Fifth Third Bancorp | 116,874 | $6.91M | 0.02% | +9,676+9.0% | Added |
| TD Asset Management Inc | 116,100 | $6.86M | 0.01% | −5,226−4.3% | Reduced |
| Amalgamated Bank | 115,653 | $6.84M | 0.05% | −4,008−3.3% | Reduced |
| APG Asset Management N.V. | 135,237 | $6.81M | 0.02% | −11,163−7.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,162 | $6.75M | 0.01% | +8,512+8.1% | Added |
| Northwestern Mutual Wealth Management Co | 111,637 | $6.60M | 0.00% | +2,326+2.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 111,448 | $6.59M | 0.05% | −4,775−4.1% | Reduced |
| Treasurer of the State of North Carolina | 109,580 | $6.48M | 0.02% | −8,002−6.8% | Reduced |
| HSBC Holdings PLC | 108,615 | $6.43M | 0.00% | +1,352+1.3% | Added |
| Mutual of America Capital Management LLC | 107,996 | $6.38M | 0.07% | −12,276−10.2% | Reduced |
| Texas Yale Capital Corp. | 101,709 | $6.01M | 0.18% | −6,300−5.8% | Reduced |
| State of Tennessee, Treasury Department | 101,869 | $5.99M | 0.02% | +14,637+16.8% | Added |
| City of London Investment Management Co Ltd | 99,723 | $5.89M | 0.44% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 99,086 | $5.86M | 0.00% | +6,343+6.8% | Added |
| New York State Teachers Retirement System | 97,586 | $5.77M | 0.01% | +4,200+4.5% | Added |
| Victory Capital Management Inc | 96,065 | $5.68M | 0.00% | +891+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 94,635 | $5.59M | 0.01% | −20,453−17.8% | Reduced |
| Pictet Asset Management Holding SA | 93,300 | $5.52M | 0.01% | −26,295−22.0% | Reduced |
| Worldquant Millennium Advisors LLC | 91,592 | $5.41M | 0.02% | +91,592 | New |
| Aviva PLC | 90,420 | $5.34M | 0.01% | +4,019+4.7% | Added |
| Stephens Inc | 89,394 | $5.28M | 0.07% | −105−0.1% | Reduced |
| Asset Management One Co.,Ltd. | 87,255 | $5.26M | 0.01% | +1,422+1.7% | Added |
| La Banque Postale Asset Management SA | 88,075 | $5.21M | 0.06% | −4,454−4.8% | Reduced |
| Cerity Partners LLC | 86,922 | $5.14M | 0.01% | +2,812+3.3% | Added |
| Kerusso Capital Management LLC | 86,468 | $5.11M | 2.36% | +20,803+31.7% | Added |
| Yousif Capital Management, LLC | 82,369 | $5.09M | 0.06% | −1,840−2.2% | Reduced |
| HighTower Advisors, LLC | 86,043 | $5.09M | 0.01% | +4,588+5.6% | Added |
| Comerica Bank | 85,861 | $5.08M | 0.02% | −100,098−53.8% | Reduced |
| Wellington Shields Capital Management, LLC | 84,370 | $4.99M | 0.73% | +2,098+2.6% | Added |
| Arizona State Retirement System | 82,810 | $4.89M | 0.03% | +13,539+19.5% | Added |
| State of New Jersey Common Pension Fund D | 81,302 | $4.81M | 0.02% | −1,289−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 80,080 | $4.73M | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 77,081 | $4.72M | 0.12% | +392+0.5% | Added |
| Advisor Group Holdings, Inc. | 79,756 | $4.71M | 0.01% | −39,772−33.3% | Reduced |
| Nomura Asset Management Co Ltd | 78,849 | $4.66M | 0.01% | −17,348−18.0% | Reduced |
| Public Employees Retirement System of Ohio | 78,716 | $4.65M | 0.01% | −2,986−3.7% | Reduced |
| KLP Kapitalforvaltning AS | 76,800 | $4.54M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 74,173 | $4.38M | 0.01% | −4,489−5.7% | Reduced |
| Janney Montgomery Scott LLC | 73,881 | $4.37M | 0.01% | +8,251+12.6% | Added |
| one8zero8, LLC | 73,830 | $4.36M | 0.95% | −1,250−1.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $4.25M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 71,800 | $4.24M | 0.07% | −700−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 68,295 | $4.04M | 0.05% | +20,388+42.6% | Added |
| Resona Asset Management Co.,Ltd. | 67,933 | $4.03M | 0.02% | −4,613−6.4% | Reduced |
| Handelsbanken Fonder AB | 66,700 | $3.94M | 0.01% | +15,400+30.0% | Added |
| Cetera Investment Advisers | 64,957 | $3.84M | 0.00% | −4,491−6.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,936 | $3.84M | 0.02% | −1,902−2.8% | Reduced |
| Stanley-Laman Group, Ltd. | 64,865 | $3.83M | 0.49% | −14,771−18.5% | Reduced |
| Woodbridge Co Ltd | 63,000 | $3.72M | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 62,100 | $3.67M | 0.73% | +44+0.1% | Added |
| Compagnie Lombard Odier SCmA | 62,005 | $3.67M | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 61,998 | $3.66M | 0.01% | +18,669+43.1% | Added |
| State of Michigan Retirement System | 61,300 | $3.62M | 0.02% | −700−1.1% | Reduced |
| Prudential Financial Inc | 58,672 | $3.47M | 0.00% | −20,174−25.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,059 | $3.43M | 0.04% | +100.0% | Added |
| The PNC Financial Services Group, Inc. | 56,326 | $3.33M | 0.00% | +20,454+57.0% | Added |
| Landscape Capital Management, L.L.C. | 56,231 | $3.32M | 0.22% | −196−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 55,224 | $3.26M | 0.00% | −4,969−8.3% | Reduced |
| Coastal Bridge Advisors, LLC | 55,211 | $3.26M | 0.24% | −926−1.6% | Reduced |
| Toronto Dominion Bank | 55,034 | $3.25M | 0.01% | −87,251−61.3% | Reduced |
| JRM Investment Counsel, LLC | 54,921 | $3.25M | 0.94% | +681+1.3% | Added |
| Buckland Partners Management Co LLC | 54,400 | $3.22M | 1.78% | +54,400 | New |
| New Mexico Educational Retirement Board | 53,800 | $3.18M | 0.09% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,286 | $3.09M | 0.03% | +700+1.4% | Added |
| Oregon Public Employees Retirement Fund | 51,586 | $3.05M | 0.04% | −900−1.7% | Reduced |
| KBC Group NV | 51,351 | $3.04M | 0.01% | −10,486−17.0% | Reduced |
| CI Private Wealth, LLC | 50,445 | $2.98M | 0.00% | +7,678+18.0% | Added |
| Verition Fund Management LLC | 50,100 | $2.96M | 0.02% | −2,122−4.1% | Reduced |
| GFG Capital, LLC | 49,304 | $2.91M | 1.04% | −1,574−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 47,557 | $2.81M | 0.09% | −1,261−2.6% | Reduced |
| Integrated Advisors Network LLC | 47,434 | $2.80M | 0.12% | −2,242−4.5% | Reduced |
| IFM Investors Pty Ltd | 44,145 | $2.61M | 0.02% | −4,445−9.1% | Reduced |
| Gotham Asset Management, LLC | 43,467 | $2.57M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 43,159 | $2.55M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 42,466 | $2.51M | 0.05% | +840+2.0% | Added |
| British Columbia Investment Management Corp | 41,593 | $2.46M | 0.01% | +7,850+23.3% | Added |
| Truist Financial Corp | 40,627 | $2.40M | 0.00% | +4,034+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 40,006 | $2.36M | 0.01% | −1,440−3.5% | Reduced |
| Miller Value Partners, LLC | 40,000 | $2.36M | 0.83% | 00.0% | Unchanged |
| Tredje AP-fonden | 39,308 | $2.32M | 0.02% | −6,059−13.4% | Reduced |
| Natixis | 37,950 | $2.24M | 0.01% | +37,950 | New |
| Xponance, Inc. | 37,622 | $2.22M | 0.02% | −4,847−11.4% | Reduced |
| Sanctuary Advisors, LLC | 37,204 | $2.20M | 0.01% | −2,830−7.1% | Reduced |
| Empire Financial Management Company, LLC | 36,500 | $2.16M | 0.47% | −39,500−52.0% | Reduced |
| Hilltop Holdings Inc. | 36,296 | $2.15M | 0.13% | +245+0.7% | Added |
| Sierra Capital LLC | 35,865 | $2.12M | 0.22% | −3,850−9.7% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.10M | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 35,418 | $2.09M | 0.00% | +74+0.2% | Added |
| CenterBook Partners LP | 35,199 | $2.08M | 0.10% | +16,989+93.3% | Added |