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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 13,486 | $797.2K | 0.02% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 13,102 | $774.4K | 0.01% | −89−0.7% | Reduced |
| Everhart Financial Group, Inc. | 13,051 | $771.4K | 0.07% | +3,910+42.8% | Added |
| Verdence Capital Advisors LLC | 13,032 | $770.3K | 0.05% | +4,280+48.9% | Added |
| Tower Research Capital LLC (TRC) | 12,853 | $759.7K | 0.02% | +4,479+53.5% | Added |
| QRG Capital Management, Inc. | 12,840 | $759.0K | 0.01% | +4,124+47.3% | Added |
| Thoroughbred Financial Services, LLC | 12,557 | $742.0K | 0.04% | +44+0.4% | Added |
| TD Private Client Wealth LLC | 12,473 | $737.3K | 0.02% | −3,961−24.1% | Reduced |
| 44 Wealth Management LLC | 12,417 | $734.0K | 0.25% | −3,949−24.1% | Reduced |
| Stiles Financial Services Inc | 12,388 | $732.3K | 0.23% | −128−1.0% | Reduced |
| CWM, LLC | 12,349 | $730.0K | 0.00% | +104+0.8% | Added |
| Schroder Investment Management Group | 12,090 | $727.0K | 0.00% | +2,247+22.8% | Added |
| First Manhattan Co | 12,250 | $724.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,226 | $722.7K | 0.00% | +310+2.6% | Added |
| VestGen Advisors, LLC | 12,071 | $713.5K | 0.03% | +136+1.1% | Added |
| Franklin Resources Inc | 12,049 | $712.2K | 0.00% | −21,940−64.6% | Reduced |
| US Bancorp | 12,045 | $712.0K | 0.00% | −1,523−11.2% | Reduced |
| Empowered Funds, LLC | 11,962 | $707.1K | 0.01% | −915−7.1% | Reduced |
| Warren Averett Asset Management, LLC | 11,792 | $697.0K | 0.01% | +564+5.0% | Added |
| Legacy Financial Advisors, Inc. | 11,683 | $690.6K | 0.10% | +1,329+12.8% | Added |
| McGowan Group Asset Management, Inc. | 11,321 | $669.2K | 0.08% | −148−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,310 | $668.4K | 0.02% | −288−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 11,257 | $665.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 11,229 | $663.7K | 0.00% | +1,867+19.9% | Added |
| North Star Investment Management Corp. | 11,112 | $656.8K | 0.04% | +33+0.3% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $650.2K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,665 | $630.4K | 0.06% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 10,516 | $621.6K | 0.06% | +30.0% | Added |
| ProShare Advisors LLC | 10,406 | $615.1K | 0.00% | −670−6.0% | Reduced |
| Siemens Fonds Invest GmbH | 10,177 | $611.9K | 0.03% | +7,049+225.4% | Added |
| Fort Sheridan Advisors LLC | 10,300 | $608.8K | 0.08% | −500−4.6% | Reduced |
| Rakuten Investment Management, Inc. | 9,960 | $600.9K | 0.00% | −65,548−86.8% | Reduced |
| D. E. Shaw & Co., Inc. | 9,953 | $588.3K | 0.00% | +4,131+71.0% | Added |
| TBH Global Asset Management, LLC | 9,813 | $580.0K | 0.10% | −566−5.5% | Reduced |
| Nomura Asset Management International Inc. | 9,600 | $567.0K | 0.00% | +9,600 | New |
| Retirement Planning Co of New England, Inc. | 9,491 | $561.0K | 0.23% | +382+4.2% | Added |
| Moors & Cabot, Inc. | 9,454 | $558.8K | 0.02% | −575−5.7% | Reduced |
| Skopos Labs, Inc. | 9,229 | $556.8K | 0.03% | +9,229 | New |
| Jones Financial Companies LLLP | 9,393 | $555.2K | 0.00% | +1,726+22.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $552.7K | 0.02% | −7,885−45.7% | Reduced |
| North Dakota State Investment Board | 9,208 | $544.3K | 0.02% | +9,208 | New |
| Greenwood Capital Associates LLC | 9,178 | $542.5K | 0.06% | +23+0.3% | Added |
| GAMMA Investing LLC | 9,014 | $532.8K | 0.03% | +450+5.3% | Added |
| NewEdge Wealth, LLC | 9,009 | $532.5K | 0.01% | +164+1.9% | Added |
| Jefferies Financial Group Inc. | 9,000 | $532.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,000 | $532.0K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,886 | $525.3K | 0.01% | −22−0.2% | Reduced |
| Park Avenue Securities LLC | 8,613 | $509.0K | 0.00% | −2,708−23.9% | Reduced |
| E&G Advisors, LP | 8,600 | $508.3K | 0.11% | 00.0% | Unchanged |
| Colony Group, LLC | 8,418 | $497.6K | 0.00% | −1,791−17.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,315 | $491.5K | 0.00% | −6,218−42.8% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $484.7K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 8,158 | $482.2K | 0.00% | +8,158 | New |
| Kovack Advisors, Inc. | 8,061 | $476.5K | 0.02% | +559+7.5% | Added |
| 1832 Asset Management L.P. | 7,970 | $471.1K | 0.00% | +320+4.2% | Added |
| Cynosure Management, LLC | 7,770 | $459.3K | 0.05% | +7,770 | New |
| Teacher Retirement System of Texas | 7,753 | $458.3K | 0.00% | −22,992−74.8% | Reduced |
| Diversify Advisory Services, LLC | 6,897 | $452.6K | 0.01% | −746−9.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,593 | $448.8K | 0.00% | +7,593 | New |
| EdgeRock Capital LLC | 7,564 | $447.1K | 0.12% | −9−0.1% | Reduced |
| Shelton Capital Management | 7,560 | $446.9K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,550 | $446.3K | 0.01% | +7,550 | New |
| Global Retirement Partners, LLC | 7,485 | $442.4K | 0.01% | +6,574+721.6% | Added |
| Snowden Capital Advisors LLC | 7,466 | $441.3K | 0.01% | −63−0.8% | Reduced |
| Abn Amro Investment Solutions | 7,367 | $435.5K | 0.01% | +7,367 | New |
| National Asset Management, Inc. | 7,267 | $429.5K | 0.02% | +782+12.1% | Added |
| Promethium Advisors,llc | 7,264 | $429.4K | 0.23% | −1,785−19.7% | Reduced |
| Principle Wealth Partners LLC | 7,131 | $421.5K | 0.02% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,125 | $421.2K | 0.19% | +556+8.5% | Added |
| United Capital Financial Advisers, LLC | 7,114 | $420.5K | 0.00% | +3,352+89.1% | Added |
| Glenview Trust Co | 7,109 | $420.2K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,057 | $417.1K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,029 | $415.0K | 0.03% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 7,006 | $414.1K | 0.07% | +7,006 | New |
| Blue Rock Wealth Management LLC | 7,000 | $413.8K | 0.26% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 6,905 | $408.2K | 0.14% | +6,905 | New |
| Fayez Sarofim & Co | 6,849 | $404.8K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,824 | $403.3K | 0.02% | −175−2.5% | Reduced |
| Vident Advisory, LLC | 6,805 | $402.2K | 0.00% | −156−2.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $401.9K | 0.00% | +6,800 | New |
| Summit Financial, LLC | 6,783 | $400.9K | 0.01% | −42−0.6% | Reduced |
| DMG Group, LLC | 6,762 | $399.7K | 0.27% | +168+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,735 | $398.1K | 0.01% | +50+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 6,595 | $389.9K | 0.01% | +199+3.1% | Added |
| SRS Capital Advisors, Inc. | 6,568 | $388.2K | 0.01% | −3,801−36.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,481 | $383.1K | 0.02% | −96−1.5% | Reduced |
| Wedmont Private Capital | 6,012 | $383.0K | 0.01% | −368−5.8% | Reduced |
| Triangle Securities Wealth Management | 6,468 | $382.3K | 0.08% | −300−4.4% | Reduced |
| Equitable Trust Co | 6,397 | $378.1K | 0.02% | −85−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $376.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 6,265 | $370.3K | 0.00% | +12+0.2% | Added |
| Visionary Wealth Advisors | 6,154 | $363.7K | 0.02% | −107−1.7% | Reduced |
| Spirit of America Management Corp | 6,050 | $357.6K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,043 | $357.2K | 0.01% | +21+0.3% | Added |
| Pictet North America Advisors SA | 5,950 | $351.7K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,893 | $348.3K | 0.01% | −68−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 5,856 | $346.1K | 0.00% | −1,259−17.7% | Reduced |
| Prentice Wealth Management LLC | 5,824 | $344.3K | 0.08% | +151+2.7% | Added |
| Westbourne Investment Advisors, Inc. | 5,800 | $342.8K | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 5,700 | $336.9K | 0.00% | −22,575−79.8% | Reduced |