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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 5,623 | $332.4K | 0.02% | −73−1.3% | Reduced |
| Private Advisor Group, LLC | 5,566 | $329.0K | 0.00% | −3,186−36.4% | Reduced |
| Advisor OS, LLC | 5,504 | $325.3K | 0.03% | −468−7.8% | Reduced |
| Tobam | 5,506 | $325.0K | 0.08% | +5,482+22,841.7% | Added |
| HighPoint Advisor Group LLC | 5,497 | $324.9K | 0.01% | −454−7.6% | Reduced |
| Profund Advisors LLC | 5,473 | $323.5K | 0.01% | −436−7.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,438 | $321.4K | 0.00% | −1,225−18.4% | Reduced |
| M&T Bank Corp | 5,385 | $318.3K | 0.00% | +5,385 | New |
| Cassaday & Co Wealth Management LLC | 5,363 | $317.0K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 5,343 | $315.8K | 0.04% | −471−8.1% | Reduced |
| Wellington Management Group LLP | 5,309 | $313.8K | 0.00% | +2,006+60.7% | Added |
| Sym Financial Corp | 5,299 | $313.2K | 0.03% | −1,937−26.8% | Reduced |
| Cary Street Partners Financial LLC | 5,200 | $307.4K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 5,161 | $305.1K | 0.00% | +212+4.3% | Added |
| Mission Wealth Management, LP | 5,139 | $303.8K | 0.01% | −6−0.1% | Reduced |
| KRS Capital Management, LLC | 5,120 | $302.6K | 0.17% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,059 | $299.0K | 0.00% | +2,227+78.6% | Added |
| Harbor Investment Advisory, LLC | 5,000 | $295.6K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,976 | $294.1K | 0.01% | −453−8.3% | Reduced |
| Tranquility Partners, LLC | 4,933 | $291.6K | 0.11% | −288−5.5% | Reduced |
| BFSG, LLC | 4,915 | $290.5K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,873 | $288.0K | 0.00% | +4,873 | New |
| Triad Wealth Partners, LLC | 4,844 | $286.4K | 0.03% | −2,813−36.7% | Reduced |
| Macquarie Group Ltd | 4,686 | $277.0K | 0.00% | −6,173−56.8% | Reduced |
| Dynamic Advisor Solutions LLC | 4,672 | $276.2K | 0.01% | −145−3.0% | Reduced |
| Havemeyer Place LP | 4,645 | $274.6K | 0.05% | +4,645 | New |
| Farther Finance Advisors, LLC | 4,586 | $271.1K | 0.00% | +2,797+156.3% | Added |
| Flatrock Wealth Partners LLC | 4,572 | $270.2K | 0.13% | +4,572 | New |
| Vestcor Inc | 4,543 | $269.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,549 | $268.9K | 0.00% | +4,549 | New |
| Stelac Advisory Services LLC | 4,510 | $266.6K | 0.09% | −176−3.8% | Reduced |
| Herold Advisors, Inc. | 4,500 | $266.0K | 0.06% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,431 | $261.9K | 0.04% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 4,415 | $261.0K | 0.18% | 00.0% | Unchanged |
| PMG Family Office LLC | 4,409 | $260.6K | 0.30% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,406 | $260.5K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 4,385 | $259.2K | 0.00% | +601+15.9% | Added |
| Rafferty Asset Management, LLC | 4,361 | $257.8K | 0.00% | −139−3.1% | Reduced |
| Atomi Financial Group, Inc. | 4,332 | $256.1K | 0.01% | +178+4.3% | Added |
| Investment Partners Asset Management, Inc. | 4,253 | $251.4K | 0.16% | −275−6.1% | Reduced |
| Pictet & Cie (Europe) SA | 4,250 | $251.2K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,059 | $239.9K | 0.03% | −64−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,008 | $236.9K | 0.08% | +4,008 | New |
| UniSuper Management Pty Ltd | 4,000 | $236.4K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 3,984 | $235.5K | 0.05% | +3,984 | New |
| Cresset Asset Management, LLC | 3,929 | $232.3K | 0.00% | +6+0.2% | Added |
| Crossmark Global Holdings, Inc. | 3,914 | $231.4K | 0.00% | +77+2.0% | Added |
| Vise Technologies, Inc. | 3,874 | $229.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,839 | $226.9K | 0.00% | +444+13.1% | Added |
| AlphaCore Capital LLC | 3,819 | $225.7K | 0.01% | +3,819 | New |
| David R. Rahn & Associates Inc. | 3,805 | $224.9K | 0.05% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 3,760 | $222.3K | 0.15% | +3,760 | New |
| International Assets Investment Management, LLC | 3,735 | $220.8K | 0.02% | −723−16.2% | Reduced |
| Callan Family Office, LLC | 3,712 | $219.4K | 0.00% | +108+3.0% | Added |
| Whetstone Capital Advisors, LLC | 3,696 | $218.5K | 0.07% | +317+9.4% | Added |
| Atlantic Union Bankshares Corp | 3,736 | $217.8K | 0.00% | −10−0.3% | Reduced |
| Sowell Financial Services LLC | 3,680 | $217.5K | 0.01% | −46−1.2% | Reduced |
| GW Henssler & Associates Ltd | 3,673 | $217.1K | 0.01% | +217+6.3% | Added |
| Carnegie Lake Advisors LLC | 3,665 | $216.6K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,572 | $214.8K | 0.00% | −19−0.5% | Reduced |
| Toroso Investments, LLC | 3,631 | $214.6K | 0.00% | −2,218−37.9% | Reduced |
| Larson Financial Group LLC | 3,625 | $214.3K | 0.01% | +142+4.1% | Added |
| Baird Financial Group, Inc. | 3,606 | $213.2K | 0.00% | +3,606 | New |
| Capital Investment Counsel, Inc | 3,600 | $212.8K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,335 | $208.7K | 0.00% | +83+2.6% | Added |
| Equitable Holdings, Inc. | 3,465 | $204.8K | 0.00% | −2,364−40.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,443 | $203.5K | 0.00% | +3,002+680.7% | Added |
| Sagespring Wealth Partners, LLC | 3,435 | $203.1K | 0.00% | −364−9.6% | Reduced |
| Stock Yards Bank & Trust Co | 3,425 | $202.5K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,422 | $202.3K | 0.03% | +3,422 | New |
| Integrated Wealth Concepts LLC | 3,419 | $202.1K | 0.00% | −4,101−54.5% | Reduced |
| Brown Miller Wealth Management, LLC | 3,400 | $201.0K | 0.06% | +23+0.7% | Added |
| TCW Group Inc | 3,390 | $200.4K | 0.00% | +3,390 | New |
| Spire Wealth Management | 3,370 | $199.2K | 0.01% | −1,279−27.5% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $195.8K | 0.15% | +3,312 | New |
| Old Point Trust & Financial Services N A | 3,000 | $177.3K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,949 | $174.3K | 0.00% | +14+0.5% | Added |
| Western Pacific Wealth Management, LP | 2,849 | $168.4K | 0.16% | −507−15.1% | Reduced |
| Tower View Investment Management & Research LLC | 2,258 | $133.5K | 0.07% | +15+0.7% | Added |
| Leonteq Securities AG | 2,216 | $131.0K | 0.01% | −379−14.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,210 | $130.6K | 0.00% | −3,640−62.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,181 | $128.9K | 0.01% | +2,181 | New |
| Ramirez Asset Management, Inc. | 2,100 | $124.1K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,098 | $124.0K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,045 | $120.9K | 0.00% | +118+6.1% | Added |
| Tema ETFs LLC | 2,014 | $119.0K | 0.01% | +2,014 | New |
| Quest Partners LLC | 1,940 | $114.7K | 0.01% | +660+51.6% | Added |
| Sunbelt Securities, Inc. | 1,790 | $105.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,771 | $104.7K | 0.00% | −16−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,759 | $104.0K | 0.00% | −495−22.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $100.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,665 | $98.0K | 0.00% | +87+5.5% | Added |
| Smartleaf Asset Management LLC | 1,627 | $97.8K | 0.00% | +164+11.2% | Added |
| Bogart Wealth, LLC | 1,571 | $92.9K | 0.00% | −5−0.3% | Reduced |
| Ancora Advisors, LLC | 1,533 | $90.6K | 0.00% | +1,533 | New |
| Valley National Advisers Inc | 1,520 | $89.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,443 | $85.0K | 0.04% | −639−30.7% | Reduced |
| Parallel Advisors, LLC | 1,403 | $82.9K | 0.00% | +1,010+257.0% | Added |
| Gold Investment Management Ltd. | 1,382 | $81.7K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,377 | $81.4K | 0.00% | +46+3.5% | Added |