The Carlyle GroupCG
13F holders, Q1 2025 (March 31)528holders −37
48new positions
82sold out
9famous investors
$43.55avg. 13F price*
At the end of Q1 2025, 528 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, down 37 from Q4 2024. 48 opened new positions and 82 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.1B) and Capital World Investors ($772.3M). 9 famous investors held it, including John W. Rogers Jr. (2.5% of Ariel Investments's portfolio), Bill Miller (1.4% of Miller Value Partners's portfolio) and Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $62.5M |
| Exits | 82 | $243.5M |
All 13F filers, Q4 2024 → Q1 2025: 27,507,839 shares bought and 16,920,130 shares sold, net +10,587,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| BlackRock, Inc. | 0.03% | Add +21.9% | 29,261,523 | $1.3B |
| Vanguard Group Inc. | 0.02% | Add +4.9% | 24,292,937 | $1.1B |
| Capital World Investors | 0.13% | Reduce -10.4% | 17,718,231 | $772.3M |
| William Blair Investment Management, LLC | 1.49% | Reduce -8.1% | 12,171,478 | $530.6M |
| Morgan Stanley | 0.03% | Reduce -12.2% | 9,961,726 | $434.2M |
| Harris Associates (Oakmark Funds) | 0.64% | Add +175.7% | 8,787,043 | $383.0M |
| State Street Corp. | 0.01% | Add +0.7% | 7,843,197 | $341.9M |
| Boston Partners | 0.37% | Reduce -2.5% | 6,924,066 | $301.7M |
| Millennium Management | 0.30% | Add +361.5% | 6,891,525 | $300.4M |
| Massachusetts Financial Services Co. | 0.10% | Add +7.5% | 6,827,559 | $297.6M |
| Alkeon Capital Management LLC | 1.35% | Reduce -0.1% | 5,241,316 | $228.5M |
| Vulcan Value Partners, LLC | 4.24% | Reduce -2.9% | 5,180,438 | $225.9M |
| Ariel Investments | 2.48% | Reduce -1.5% | 4,839,213 | $210.9M |
| UBS Group AG | 0.05% | Add +49.0% | 4,769,956 | $207.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 4,056,410 | $176.4M |
| Legal & General Group Plc | 0.04% | Reduce -7.1% | 3,118,873 | $136.0M |
| Beutel, Goodman & Co Ltd. | 0.72% | Add +0.4% | 2,853,199 | $124.4M |
| Ameriprise Financial Inc. | 0.03% | Add +21.7% | 2,722,737 | $118.7M |
| Frontier Capital Management Co. LLC | 1.26% | Add +7.3% | 2,633,914 | $114.8M |
| FMR LLC | 0.01% | Add +1.1% | 2,584,781 | $112.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.6% | 2,365,374 | $103.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.1% | 2,276,666 | $99.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 2,195,250 | $95.7M |
| Capital International Investors | 0.02% | Add +0.3% | 2,059,785 | $89.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +37.9% | 1,604,610 | $69.9M |
| Baron Capital (BAMCO) | 0.20% | Reduce -15.0% | 1,587,053 | $69.2M |
| Bank of America Corp. | 0.01% | Add +98.2% | 1,514,720 | $66.0M |
| Davis Asset Management, L.P. | 2.72% | No change | 1,500,000 | $65.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.1% | 1,491,522 | $65.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 1,427,171 | $62.2M |
| Markel Group | 0.51% | No change | 1,327,000 | $57.8M |
| Amundi | 0.02% | Reduce -38.9% | 1,444,156 | $55.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +40.9% | 1,144,974 | $49.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 1,046,577 | $45.6M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -6.0% | 1,026,231 | $44.7M |
| Norges Bank | 0.01% | Add +8.8% | 959,179 | $41.8M |
| Private Management Group Inc. | 1.37% | Add +26.4% | 882,459 | $38.5M |
| LGT Capital Partners LTD. | 1.58% | Add +10.3% | 817,000 | $35.6M |
| Citadel Advisors | 0.03% | Add +14.2% | 804,369 | $35.1M |
| Invesco Ltd. | 0.01% | Add +14.2% | 742,934 | $32.4M |
| Franklin Street Advisors Inc. | 2.13% | Add +97.8% | 692,173 | $30.2M |
| Argent Capital Management LLC | 0.92% | Reduce -65.5% | 687,653 | $30.0M |
| Polaris Capital Management, LLC | 1.63% | Reduce -12.2% | 653,900 | $28.5M |
| Citigroup Inc. | 0.02% | Add +484.4% | 623,440 | $27.2M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 603,895 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.4% | 557,575 | $24.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -4.0% | 489,055 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Add +0.3% | 485,841 | $21.2M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.9% | 484,088 | $21.1M |
| Nuveen, LLC | 0.01% | — | 477,020 | $20.8M |
| Sirios Capital Management L P | 3.64% | Add +9.5% | 467,464 | $20.4M |
| Holocene Advisors, LP | 0.06% | Add +143.7% | 465,072 | $20.3M |
| Deprince Race & Zollo Inc. | 0.42% | Add +14.5% | 460,887 | $20.1M |
| Barclays PLC | 0.01% | Add +1.3% | 451,348 | $19.7M |
| Assetmark, Inc. | 0.05% | Reduce -0.8% | 450,651 | $19.6M |
| Algebris (uk) Ltd. | 3.72% | Add +90.3% | 482,022 | $19.5M |
| Wells Fargo & Company | 0.00% | Add +11.3% | 412,144 | $18.0M |
| Assenagon Asset Management S.A. | 0.03% | Add +62.6% | 386,195 | $16.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -3.0% | 379,264 | $16.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.0% | 367,224 | $16.0M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 337,400 | $14.7M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 326,222 | $14.2M |
| DNB Asset Management AS | 0.07% | Add +1.9% | 323,428 | $14.1M |
| Partners Group Holding AG | 0.56% | Reduce -10.0% | 306,496 | $13.4M |
| Allen Mooney & Barnes Investment Advisors LLC | 2.17% | New | 306,361 | $13.4M |
| Brown Advisory Inc. | 0.02% | Reduce -65.6% | 303,805 | $13.2M |
| Deutsche Bank AG | 0.01% | Reduce -70.9% | 302,985 | $13.2M |
| Sargent Investment Group, LLC | 2.09% | Reduce -0.8% | 300,050 | $13.1M |
| California State Teachers Retirement System | 0.02% | Add +0.8% | 297,984 | $13.0M |
| Oppenheimer & Co. Inc. | 0.19% | Reduce -11.6% | 289,913 | $12.6M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.5% | 271,954 | $11.9M |
| Victory Capital Management Inc. | 0.01% | Add +246.0% | 260,941 | $11.4M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 256,850 | $11.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 254,041 | $11.1M |
| Comerica Bank | 0.05% | Add +24.3% | 248,534 | $10.8M |
| CSM Advisors, LLC | 0.59% | New | 247,855 | $10.8M |
| SG Americas Securities, LLC | 0.04% | Add +684.5% | 247,836 | $10.8M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.4% | 233,146 | $10.2M |
| Lazard Asset Management LLC | 0.02% | Reduce -4.0% | 222,237 | $9.7M |
| AEGON ASSET MANAGEMENT UK Plc | 0.14% | Reduce -41.6% | 221,411 | $9.6M |
| Brandywine Global Investment Management, LLC | 0.07% | New | 218,192 | $9.5M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 215,148 | $9.4M |
| MetLife Investment Management, LLC | 0.05% | Add +79.6% | 213,879 | $9.3M |
| Sit Investment Associates Inc. | 0.21% | Add +6.9% | 207,245 | $9.0M |
| Edmond DE Rothschild Holding S.A. | 0.15% | Add +4.8% | 192,657 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +4.2% | 189,982 | $8.3M |
| National Bank of Canada | 0.01% | Reduce -85.6% | 189,791 | $8.3M |
| SOL Capital Management CO | 0.86% | Add +15.2% | 178,485 | $7.8M |
| Wesbanco Bank Inc. | 0.27% | Add +26.9% | 177,891 | $7.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.1% | 176,852 | $7.7M |
| Channing Capital Management, LLC | 0.23% | Reduce -18.3% | 176,413 | $7.7M |
| LPL Financial LLC | 0.00% | Add +5.1% | 173,645 | $7.6M |
| Van Eck Associates Corp. | 0.01% | Add +74.3% | 162,361 | $7.1M |
| Gator Capital Management, LLC | 2.70% | No change | 162,135 | $7.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -7.3% | 160,895 | $7.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +0.2% | 158,494 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.9% | 148,302 | $6.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 148,258 | $6.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 142,437 | $6.2M |
| Lighthouse Investment Partners, LLC | 0.28% | New | 142,171 | $6.2M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.