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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,343 | $79.4K | 0.00% | −244−15.4% | Reduced |
| Quadrant Capital Group LLC | 1,327 | $78.4K | 0.00% | +5+0.4% | Added |
| Keating Financial Advisory Services, Inc. | 1,283 | $75.8K | 0.01% | +1,283 | New |
| SageView Advisory Group, LLC | 1,196 | $70.7K | 0.00% | +1,196 | New |
| State of Wyoming | 1,088 | $64.3K | 0.01% | +121+12.5% | Added |
| Los Angeles Capital Management LLC | 1,120 | $63.4K | 0.00% | +1,120 | New |
| Ossiam | 1,067 | $63.1K | 0.00% | −400−27.3% | Reduced |
| Ostrum Asset Management | 1,019 | $60.2K | 0.00% | −339−25.0% | Reduced |
| Private Trust Co NA | 1,016 | $60.1K | 0.01% | −1,064−51.2% | Reduced |
| Delos Wealth Advisors, LLC | 1,003 | $59.3K | 0.04% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 995 | $58.8K | 0.04% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 955 | $56.5K | 0.02% | +321+50.6% | Added |
| LRI Investments, LLC | 949 | $56.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 882 | $52.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 865 | $51.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 811 | $47.9K | 0.00% | −190−19.0% | Reduced |
| Community Bank, N.A. | 772 | $45.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 721 | $42.6K | 0.00% | +176+32.3% | Added |
| Oakworth Capital, Inc. | 708 | $41.9K | 0.00% | 00.0% | Unchanged |
| Motco | 642 | $37.9K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 630 | $37.2K | 0.01% | +428+211.9% | Added |
| Massmutual Trust Co FSB | 620 | $36.6K | 0.00% | +39+6.7% | Added |
| Central Trust Co | 607 | $35.9K | 0.00% | +7+1.2% | Added |
| Essential Partners LLC | 602 | $35.6K | 0.01% | +5+0.8% | Added |
| Golden State Wealth Management, LLC | 600 | $35.5K | 0.00% | +50+9.1% | Added |
| Root Financial Partners, LLC | 597 | $35.3K | 0.00% | −105−15.0% | Reduced |
| Cornerstone Planning Group LLC | 541 | $32.7K | 0.01% | −48−8.1% | Reduced |
| Adkins Seale Capital Management LLC | 546 | $32.3K | 0.03% | +546 | New |
| MAI Capital Management | 412 | $24.4K | 0.00% | +139+50.9% | Added |
| Capital Advisors, Ltd. LLC | 399 | $24.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 319 | $18.9K | 0.00% | −328−50.7% | Reduced |
| Deseret Mutual Benefit Administrators | 312 | $18.4K | 0.01% | +137+78.3% | Added |
| High Note Wealth, LLC | 308 | $18.2K | 0.00% | +50+19.4% | Added |
| TSFG, LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 297 | $17.6K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 293 | $17.3K | 0.01% | +293 | New |
| Cape Investment Advisory, Inc. | 275 | $16.3K | 0.00% | +161+141.2% | Added |
| Bokf, NA | 274 | $16.2K | 0.00% | −2−0.7% | Reduced |
| Albion Financial Group | 273 | $16.1K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 262 | $15.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 59 | $15.7K | 0.00% | −4−6.3% | Reduced |
| Financial Consulate, Inc | 261 | $15.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 250 | $14.8K | 0.00% | −32−11.3% | Reduced |
| Atlantic Trust, LLC | 250 | $14.8K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 242 | $14.3K | 0.00% | +2+0.8% | Added |
| Farmers & Merchants Investments Inc | 230 | $13.6K | 0.00% | +35+17.9% | Added |
| Harbour Investments, Inc. | 228 | $13.5K | 0.00% | +23+11.2% | Added |
| Torren Management, LLC | 227 | $13.4K | 0.01% | +227 | New |
| Align Financial, LLC | 11,940 | $11.9K | 0.01% | +11,940 | New |
| Glen Eagle Advisors, LLC | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 199 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 190 | $10.6K | 0.00% | +47+32.9% | Added |
| Bell Investment Advisors, Inc | 170 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 199 | $10.0K | 0.00% | +199 | New |
| Ronald Blue Trust, Inc. | 168 | $9.93K | 0.00% | +43+34.4% | Added |
| Parkside Financial Bank & Trust | 148 | $8.75K | 0.00% | +43+41.0% | Added |
| Modus Advisors, LLC | 148 | $8.75K | 0.00% | +148 | New |
| Colonial Trust Co | 147 | $8.69K | 0.00% | −24−14.0% | Reduced |
| Hilton Head Capital Partners, LLC | 138 | $8.16K | 0.00% | +138 | New |
| Clark Wealth Partners | 130 | $7.68K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 122 | $7.21K | 0.00% | +11+9.9% | Added |
| Bruce G. Allen Investments, LLC | 120 | $7.09K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 116 | $6.86K | 0.00% | +116 | New |
| Vision Financial Markets LLC | 103 | $6.07K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 102 | $6.03K | 0.00% | −5−4.7% | Reduced |
| Teachers Insurance & Annuity Association of America | 101 | $5.97K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 97 | $5.73K | 0.00% | +58+148.7% | Added |
| Quent Capital, LLC | 92 | $5.44K | 0.00% | +70+318.2% | Added |
| Avion Wealth | 79 | $4.00K | 0.00% | +11+16.2% | Added |
| Battery Global Advisors, LLC | 65 | $3.84K | 0.00% | +65 | New |
| Quarry LP | 64 | $3.78K | 0.00% | −455−87.7% | Reduced |
| United Community Bank | 63 | $3.72K | 0.00% | +63 | New |
| Signature Resources Capital Management, LLC | 57 | $3.37K | 0.00% | +57 | New |
| Cullen/Frost Bankers, Inc. | 55 | $3.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $3.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $3.13K | 0.00% | +25+89.3% | Added |
| Transamerica Financial Advisors, Inc. | 52 | $3.07K | 0.00% | +24+85.7% | Added |
| Comprehensive Financial Planning, Inc. | 51 | $3.01K | 0.00% | +51 | New |
| SHP Wealth Management | 48 | $2.84K | 0.00% | +48 | New |
| Bravera Wealth | 48 | $2.84K | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 47 | $2.78K | 0.00% | −6−11.3% | Reduced |
| True Wealth Design, LLC | 40 | $2.37K | 0.00% | −4−9.1% | Reduced |
| Principia Wealth Advisory, LLC | 40 | $2.36K | 0.00% | +2+5.3% | Added |
| Rossby Financial, LCC | 39 | $2.31K | 0.00% | +39 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $2.07K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $2.07K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 35 | $2.07K | 0.00% | +35 | New |
| Benson Wealth Management INC | 33 | $1.95K | 0.00% | +33 | New |
| Versant Capital Management, Inc | 31 | $1.83K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $1.66K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $1.49K | 0.00% | +25 | New |
| Rialto Wealth Management, LLC | 25 | $1.48K | 0.00% | −10−28.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $1.48K | 0.00% | +2+8.7% | Added |
| Legacy Wealth Managment, LLC | 24 | $1.42K | 0.00% | +24 | New |
| Insight Financial Services | 23 | $1.40K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 21 | $1.24K | 0.00% | +21 | New |
| Johnson Financial Group, Inc. | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |