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 |
|---|---|---|---|---|---|
| Park Circle Co | 34,765 | $2.05M | 1.85% | 00.0% | Unchanged |
| Element Capital Management LLC | 34,476 | $2.04M | 1.05% | +34,476 | New |
| Captrust Financial Advisors | 34,072 | $2.01M | 0.00% | +14,356+72.8% | Added |
| Pinebridge Investments LLC | 33,977 | $2.01M | 0.01% | +33,977 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 33,811 | $2.00M | 0.02% | −1,601−4.5% | Reduced |
| Simplex Trading, LLC | 33,129 | $1.96M | 0.06% | +33,129 | New |
| Bleakley Financial Group, LLC | 32,761 | $1.94M | 0.03% | +2,364+7.8% | Added |
| MML Investors Services, LLC | 32,732 | $1.93M | 0.00% | +1,351+4.3% | Added |
| New Age Alpha Advisors, LLC | 32,731 | $1.93M | 0.08% | +32,731 | New |
| Amica Mutual Insurance Co | 31,766 | $1.88M | 0.16% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 31,037 | $1.83M | 0.00% | −3,629−10.5% | Reduced |
| Nissay Asset Management Corp | 30,175 | $1.78M | 0.01% | +296+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,106 | $1.72M | 0.00% | −1,394−4.6% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.70M | 0.02% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 28,398 | $1.68M | 5.67% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 27,595 | $1.63M | 0.00% | −18,069−39.6% | Reduced |
| Bearing Point Capital, LLC | 27,323 | $1.62M | 0.25% | +16,548+153.6% | Added |
| FFG Partners, LLC | 27,119 | $1.60M | 0.46% | −196−0.7% | Reduced |
| Waterfront Wealth Inc. | 26,063 | $1.59M | 0.30% | 00.0% | Unchanged |
| Swedbank AB | 26,842 | $1.59M | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 26,357 | $1.56M | 0.04% | +10,950+71.1% | Added |
| Jeppson Wealth Management, LLC | 26,295 | $1.55M | 0.49% | −210−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 26,250 | $1.55M | 0.02% | −1,600−5.7% | Reduced |
| OP Asset Management Ltd | 25,738 | $1.52M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 25,716 | $1.52M | 0.01% | +617+2.5% | Added |
| Mariner, LLC | 25,709 | $1.52M | 0.00% | +2,065+8.7% | Added |
| Voya Investment Management LLC | 25,693 | $1.52M | 0.00% | −1,581−5.8% | Reduced |
| Waterway Wealth Management, LLC | 25,637 | $1.52M | 0.34% | +10,961+74.7% | Added |
| State of Alaska, Department of Revenue | 25,647 | $1.51M | 0.02% | −2,515−8.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,952 | $1.47M | 0.16% | +10.0% | Added |
| Atria Investments LLC | 24,927 | $1.47M | 0.02% | −961−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 24,646 | $1.46M | 0.02% | −6,343−20.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.46M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 22,099 | $1.45M | 0.00% | +88+0.4% | Added |
| Kestra Private Wealth Services, LLC | 24,220 | $1.43M | 0.02% | −2,026−7.7% | Reduced |
| Apollon Wealth Management, LLC | 24,110 | $1.43M | 0.02% | +87+0.4% | Added |
| Zhang Financial LLC | 23,818 | $1.41M | 0.05% | −13−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,264 | $1.38M | 0.00% | −4,822−17.2% | Reduced |
| Brinker Capital Investments, LLC | 23,123 | $1.37M | 0.01% | +1,921+9.1% | Added |
| Garrison Bradford & Associates Inc | 22,843 | $1.35M | 1.47% | +4,000+21.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,187 | $1.31M | 0.01% | −171−0.8% | Reduced |
| Edgestream Partners, L.P. | 22,113 | $1.31M | 0.04% | −68,133−75.5% | Reduced |
| Nordea Investment Management AB | 21,770 | $1.30M | 0.00% | +24+0.1% | Added |
| D.A. Davidson & Co. | 21,632 | $1.28M | 0.01% | −500−2.3% | Reduced |
| Janus Henderson Group PLC | 21,573 | $1.27M | 0.00% | +9,400+77.2% | Added |
| Advisors Asset Management, Inc. | 21,237 | $1.26M | 0.02% | +11,247+112.6% | Added |
| Inceptionr LLC | 21,233 | $1.26M | 0.35% | −1,727−7.5% | Reduced |
| Susquehanna International Group, LLP | 20,661 | $1.22M | 0.00% | −239,710−92.1% | Reduced |
| Swiss Life Asset Management Ltd | 20,515 | $1.21M | 0.01% | −99,392−82.9% | Reduced |
| Daymark Wealth Partners, LLC | 20,491 | $1.21M | 0.04% | −1,441−6.6% | Reduced |
| Alyeska Investment Group, L.P. | 20,134 | $1.19M | 0.00% | +20,134 | New |
| Public Employees Retirement Association of Colorado | 20,098 | $1.19M | 0.00% | 00.0% | Unchanged |
| Massar Capital Management, LP | 20,075 | $1.19M | 0.23% | +20,075 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,722 | $1.17M | 0.00% | +15,717+392.4% | Added |
| Carson Advisory Inc. | 19,826 | $1.17M | 0.61% | −200−1.0% | Reduced |
| Daiwa Securities Group Inc. | 19,773 | $1.17M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,689 | $1.16M | 0.00% | −18,245−48.1% | Reduced |
| Hoertkorn Richard Charles | 19,600 | $1.16M | 0.45% | −400−2.0% | Reduced |
| Securian Asset Management, Inc | 18,911 | $1.12M | 0.04% | −593−3.0% | Reduced |
| SMH Capital Advisors Inc | 18,886 | $1.12M | 2.27% | −119−0.6% | Reduced |
| Creative Planning | 18,821 | $1.11M | 0.00% | +1,994+11.9% | Added |
| Federated Hermes, Inc. | 18,672 | $1.10M | 0.00% | −2,555−12.0% | Reduced |
| Intrepid Capital Management Inc | 18,590 | $1.10M | 0.43% | +50.0% | Added |
| Cordoba Advisory Partners LLC | 18,389 | $1.09M | 0.27% | +18,389 | New |
| Polymer Capital Management (US) LLC | 18,354 | $1.08M | 0.14% | +18,354 | New |
| GM Advisory Group, Inc. | 18,298 | $1.08M | 0.04% | +18,298 | New |
| Arkadios Wealth Advisors | 18,289 | $1.08M | 0.02% | −679−3.6% | Reduced |
| Mercer Global Advisors Inc | 18,117 | $1.07M | 0.00% | +2,372+15.1% | Added |
| Journey Strategic Wealth LLC | 17,903 | $1.06M | 0.03% | −99−0.5% | Reduced |
| Moody National Bank Trust Division | 17,448 | $1.03M | 0.10% | −10,278−37.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,397 | $1.03M | 0.04% | +1,149+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 17,371 | $1.03M | 0.01% | −5,163−22.9% | Reduced |
| Blair William & Co | 17,248 | $1.02M | 0.00% | −3,011−14.9% | Reduced |
| Allstate Corp | 17,044 | $1.01M | 0.01% | +8,279+94.5% | Added |
| Bank of Nova Scotia | 17,000 | $1.01M | 0.00% | +10,652+167.8% | Added |
| Parallax Volatility Advisers, L.P. | 16,977 | $1.00M | 0.03% | +16,977 | New |
| Ensign Peak Advisors, Inc | 16,742 | $989.6K | 0.00% | −34,825−67.5% | Reduced |
| GWM Advisors LLC | 16,632 | $983.1K | 0.00% | +10,651+178.1% | Added |
| Capstone Capital Management Ltd | 16,554 | $978.5K | 0.94% | +16,554 | New |
| Mackenzie Financial Corp | 16,213 | $973.0K | 0.00% | +953+6.2% | Added |
| Winthrop Partners - WNY, LLC | 16,311 | $964.1K | 0.52% | +16,311 | New |
| Benjamin Edwards Inc | 16,123 | $953.0K | 0.01% | −3,988−19.8% | Reduced |
| Nilsine Partners, LLC | 16,084 | $950.7K | 0.08% | +950+6.3% | Added |
| Clearstead Advisors, LLC | 15,977 | $944.4K | 0.01% | +306+2.0% | Added |
| Guinness Asset Management LTD | 15,631 | $943.0K | 0.02% | +3,430+28.1% | Added |
| Investment Management Corp of Ontario | 15,915 | $940.7K | 0.01% | +4,892+44.4% | Added |
| Pathstone Holdings, LLC | 15,896 | $939.6K | 0.00% | −1,991−11.1% | Reduced |
| Baldwin Brothers Inc | 15,720 | $929.2K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,637 | $924.3K | 0.00% | +184+1.2% | Added |
| Sterling Capital Management LLC | 15,505 | $916.5K | 0.01% | −665−4.1% | Reduced |
| O'Rourke & Company, Inc | 15,445 | $913.0K | 0.36% | −687−4.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 15,262 | $904.9K | 0.00% | +15,262 | New |
| Davenport & Co LLC | 15,235 | $900.5K | 0.00% | +1,710+12.6% | Added |
| Arete Wealth Advisors, LLC | 15,131 | $894.4K | 0.06% | −234−1.5% | Reduced |
| CIBC Asset Management Inc | 14,660 | $866.6K | 0.00% | +445+3.1% | Added |
| Stablepoint Partners, LLC | 14,178 | $838.0K | 0.13% | −384−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 14,066 | $831.0K | 0.01% | −3,650−20.6% | Reduced |
| Legato Capital Management LLC | 13,879 | $820.4K | 0.07% | +13,879 | New |
| National Pension Service | 13,748 | $812.6K | 0.00% | +5,938+76.0% | Added |
| Storebrand Asset Management AS | 13,572 | $802.2K | 0.00% | +1,978+17.1% | Added |