The Carlyle GroupCG
13F holders, Q4 2024 (December 31)565holders +40
68new positions
44sold out
11famous investors
$50.50avg. 13F price*
At the end of Q4 2024, 565 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, up 40 from Q3 2024. 68 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.2B) and Capital World Investors ($998.6M). 11 famous investors held it, including John W. Rogers Jr. (2.6% of Ariel Investments's portfolio), Bill Miller (1.5% of Miller Value Partners's portfolio) and Tom Gayner (0.6% of Markel Group's portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $266.9M |
| Exits | 44 | $74.1M |
All 13F filers, Q3 2024 → Q4 2024: 25,450,025 shares bought and 20,376,345 shares sold, net +5,073,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| BlackRock, Inc. | 0.02% | Add +12.5% | 24,013,520 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 23,161,423 | $1.2B |
| Capital World Investors | 0.15% | Add +0.3% | 19,778,358 | $998.6M |
| William Blair Investment Management, LLC | 1.63% | Add +15.4% | 13,249,941 | $669.0M |
| Morgan Stanley | 0.04% | Reduce -10.5% | 11,344,252 | $572.8M |
| State Street Corp. | 0.02% | Add +2.2% | 7,785,693 | $393.1M |
| Boston Partners | 0.44% | Add +7.0% | 7,102,085 | $358.7M |
| Massachusetts Financial Services Co. | 0.10% | Add +201.4% | 6,351,432 | $320.7M |
| Vulcan Value Partners, LLC | 4.50% | Reduce -21.4% | 5,333,596 | $269.3M |
| Alkeon Capital Management LLC | 1.53% | Reduce -36.4% | 5,244,455 | $264.8M |
| Ariel Investments | 2.65% | Reduce -3.5% | 4,910,736 | $247.9M |
| Geode Capital Management, LLC | 0.02% | Add +0.1% | 3,888,522 | $196.0M |
| Legal & General Group Plc | 0.04% | Reduce -7.6% | 3,356,917 | $169.5M |
| UBS Group AG | 0.04% | Add +390.0% | 3,201,433 | $161.6M |
| Harris Associates (Oakmark Funds) | 0.27% | New | 3,186,743 | $160.9M |
| Beutel, Goodman & Co Ltd. | 0.78% | Reduce -33.7% | 2,841,072 | $143.4M |
| FMR LLC | 0.01% | Reduce -36.9% | 2,556,432 | $129.1M |
| Frontier Capital Management Co. LLC | 1.18% | Add +98.8% | 2,455,963 | $124.0M |
| Amundi | 0.04% | Add +33.6% | 2,364,231 | $123.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.3% | 2,350,238 | $118.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.7% | 2,260,505 | $114.1M |
| Ameriprise Financial Inc. | 0.03% | Add +8.1% | 2,237,249 | $113.0M |
| Northern Trust Corp. | 0.02% | Add +14.9% | 2,205,181 | $111.3M |
| Capital International Investors | 0.02% | Add +0.2% | 2,053,464 | $103.7M |
| Argent Capital Management LLC | 2.84% | Reduce -1.7% | 1,995,109 | $100.7M |
| Baron Capital (BAMCO) | 0.24% | No change | 1,867,253 | $94.3M |
| Raymond James Financial Inc. | 0.03% | — | 1,659,413 | $83.8M |
| Balyasny Asset Management L.P. | 0.19% | Add +24.7% | 1,579,178 | $79.7M |
| Davis Asset Management, L.P. | 3.09% | No change | 1,500,000 | $75.7M |
| Millennium Management | 0.07% | Add +157.3% | 1,493,167 | $75.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 1,406,201 | $71.0M |
| Markel Group | 0.59% | No change | 1,327,000 | $67.0M |
| National Bank of Canada | 0.09% | Add +80.3% | 1,318,766 | $66.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -17.2% | 1,163,334 | $58.7M |
| Russell Investments Group, Ltd. | 0.08% | Add +65.9% | 1,091,923 | $55.1M |
| Deutsche Bank AG | 0.02% | Add +250.1% | 1,041,816 | $52.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.0% | 979,411 | $49.5M |
| Brown Advisory Inc. | 0.06% | Reduce -31.9% | 882,176 | $44.5M |
| Norges Bank | 0.01% | Reduce -75.0% | 882,006 | $44.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.4% | 812,441 | $41.0M |
| Bank of America Corp. | 0.00% | Add +4.1% | 764,394 | $38.6M |
| Polaris Capital Management, LLC | 1.81% | Reduce -3.4% | 745,000 | $37.6M |
| LGT Capital Partners LTD. | 1.42% | Reduce -19.1% | 741,000 | $37.4M |
| Citadel Advisors | 0.03% | Add +16292.2% | 704,537 | $35.6M |
| Private Management Group Inc. | 1.27% | Reduce -0.9% | 697,950 | $35.2M |
| Invesco Ltd. | 0.01% | Add +9.7% | 650,735 | $32.9M |
| Rhumbline Advisers | 0.03% | Add +1.2% | 605,842 | $30.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.6% | 509,538 | $25.7M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -28.9% | 493,357 | $24.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.3% | 487,419 | $24.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.7% | 484,167 | $24.4M |
| Nuveen Asset Management, LLC | 0.01% | Add +5.9% | 483,102 | $24.4M |
| Prana Capital Management, LP | 1.12% | Add +21.5% | 467,057 | $23.6M |
| Soros Fund Management | 0.59% | New | 459,585 | $23.2M |
| Assetmark, Inc. | 0.06% | Add +36.4% | 454,267 | $22.9M |
| Barclays PLC | 0.01% | Add +14.8% | 445,758 | $22.5M |
| Worldquant Millennium Advisors LLC | 0.14% | Add +0.3% | 427,205 | $21.6M |
| Sirios Capital Management L P | 3.87% | Reduce -9.6% | 426,764 | $21.5M |
| Alliancebernstein L.P. | 0.01% | Add +38.5% | 403,359 | $20.4M |
| Deprince Race & Zollo Inc. | 0.40% | Reduce -50.8% | 402,382 | $20.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -24.3% | 391,130 | $19.7M |
| Walleye Capital LLC | 0.20% | Reduce -11.9% | 383,266 | $19.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.25% | Reduce -3.7% | 379,064 | $19.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 370,192 | $18.7M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 368,375 | $18.6M |
| Franklin Street Advisors Inc. | 1.18% | New | 349,984 | $17.7M |
| California Public Employees Retirement System | 0.01% | Reduce -5.6% | 345,773 | $17.5M |
| Partners Group Holding AG | 0.62% | Reduce -21.9% | 340,523 | $17.2M |
| Oppenheimer & Co. Inc. | 0.25% | Reduce -4.3% | 327,869 | $16.6M |
| DNB Asset Management AS | 0.07% | Add +104.5% | 317,323 | $16.0M |
| Sargent Investment Group, LLC | 2.50% | Add +6.5% | 302,385 | $15.3M |
| California State Teachers Retirement System | 0.02% | Reduce -17.6% | 295,531 | $14.9M |
| Jefferies Financial Group Inc. | 0.16% | Add +5484.2% | 270,612 | $13.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -4.9% | 270,559 | $13.7M |
| Azora Capital LP | 0.60% | New | 262,789 | $13.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -47.5% | 259,071 | $13.1M |
| Retirement Systems of Alabama | 0.05% | Add +0.5% | 256,597 | $13.0M |
| Algebris (uk) Ltd. | 3.43% | Reduce -58.1% | 253,356 | $12.4M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.0% | 238,843 | $12.1M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -11.6% | 237,525 | $12.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -31.5% | 231,598 | $11.7M |
| Bank of Montreal | 0.01% | Reduce -12.8% | 216,630 | $10.9M |
| Channing Capital Management, LLC | 0.29% | Reduce -1.3% | 215,970 | $10.9M |
| Comerica Bank | 0.04% | Add +101.5% | 199,879 | $10.1M |
| Freestone Grove Partners LP | 0.12% | — | 195,259 | $9.9M |
| Sit Investment Associates Inc. | 0.22% | Reduce -7.5% | 193,920 | $9.8M |
| Cinctive Capital Management LP | 0.52% | Add +180.6% | 191,405 | $9.7M |
| Holocene Advisors, LP | 0.03% | Reduce -55.9% | 190,809 | $9.6M |
| Edmond DE Rothschild Holding S.A. | 0.16% | Add +19.5% | 183,744 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 182,419 | $9.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +14.0% | 176,704 | $9.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.4% | 173,495 | $8.8M |
| Korea Investment CORP | 0.02% | Add +28.6% | 165,660 | $8.4M |
| LPL Financial LLC | 0.00% | Add +36.1% | 165,220 | $8.3M |
| Gator Capital Management, LLC | 3.09% | Reduce -0.1% | 162,135 | $8.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -2.7% | 158,194 | $8.0M |
| SOL Capital Management CO | 0.87% | Add +2.5% | 154,964 | $7.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 148,442 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +22.8% | 148,258 | $7.5M |
| Summit Global Investments | 0.45% | New | 141,856 | $7.2M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.