The Carlyle GroupCG
13F holders, Q2 2025 (June 30)573holders +45
84new positions
39sold out
9famous investors
$51.42avg. 13F price*
At the end of Q2 2025, 573 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, up 45 from Q1 2025. 84 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Group Inc. ($1.3B) and Capital World Investors ($1.0B). 9 famous investors held it, including John W. Rogers Jr. (2.7% of Ariel Investments's portfolio), Bill Miller (1.5% of Miller Value Partners's portfolio) and Bill Nygren (0.9% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $265.7M |
| Exits | 39 | $273.5M |
All 13F filers, Q1 2025 → Q2 2025: 26,176,640 shares bought and 22,559,191 shares sold, net +3,617,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| BlackRock, Inc. | 0.03% | Add +7.5% | 31,442,087 | $1.6B |
| Vanguard Group Inc. | 0.02% | Add +1.8% | 24,719,581 | $1.3B |
| Capital World Investors | 0.15% | Add +12.6% | 19,958,480 | $1.0B |
| Harris Associates (Oakmark Funds) | 0.95% | Add +28.8% | 11,315,984 | $581.6M |
| William Blair Investment Management, LLC | 1.36% | Reduce -18.3% | 9,949,455 | $511.4M |
| Morgan Stanley | 0.03% | Reduce -8.3% | 9,135,774 | $469.6M |
| State Street Corp. | 0.02% | Add +4.8% | 8,221,652 | $422.6M |
| Massachusetts Financial Services Co. | 0.12% | Add +4.6% | 7,138,859 | $366.9M |
| Boston Partners | 0.39% | Reduce -1.9% | 6,791,541 | $349.2M |
| Alkeon Capital Management LLC | 1.48% | Add +13.4% | 5,941,316 | $305.4M |
| Ariel Investments | 2.74% | Reduce -2.8% | 4,705,544 | $241.9M |
| Geode Capital Management, LLC | 0.02% | Add +5.6% | 4,284,894 | $219.6M |
| UBS Group AG | 0.04% | Reduce -23.9% | 3,629,764 | $186.6M |
| Legal & General Group Plc | 0.04% | Add +8.0% | 3,366,980 | $173.1M |
| Royal Bank of Canada | 0.03% | Add +915.8% | 3,313,694 | $170.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +25.9% | 2,977,250 | $153.0M |
| Norges Bank | 0.02% | Add +204.5% | 2,920,658 | $150.1M |
| Beutel, Goodman & Co Ltd. | 0.81% | Reduce -2.9% | 2,771,630 | $142.5M |
| Ameriprise Financial Inc. | 0.04% | Add +1.7% | 2,769,631 | $142.4M |
| Northern Trust Corp. | 0.02% | Add +4.9% | 2,303,647 | $118.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 2,264,675 | $116.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +91.8% | 2,195,617 | $112.9M |
| Capital International Investors | 0.02% | Add +0.8% | 2,075,774 | $106.7M |
| Millennium Management | 0.09% | Reduce -71.1% | 1,991,908 | $102.4M |
| Frontier Capital Management Co. LLC | 0.90% | Reduce -28.4% | 1,887,159 | $97.0M |
| Bank of America Corp. | 0.01% | Add +23.5% | 1,870,662 | $96.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -2.1% | 1,571,195 | $80.8M |
| Davis Asset Management, L.P. | 3.00% | No change | 1,500,000 | $77.1M |
| Baron Capital (BAMCO) | 0.21% | Reduce -5.9% | 1,492,785 | $76.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 1,474,556 | $75.8M |
| Verition Fund Management LLC | 0.42% | Add +13878.9% | 1,369,376 | $70.4M |
| FMR LLC | 0.00% | Reduce -47.3% | 1,362,078 | $70.0M |
| Markel Group | 0.58% | No change | 1,327,000 | $68.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 1,058,721 | $54.4M |
| Russell Investments Group, Ltd. | 0.07% | Add +1.3% | 1,039,702 | $53.4M |
| Private Management Group Inc. | 1.57% | Add +6.6% | 940,870 | $48.4M |
| Invesco Ltd. | 0.01% | Add +7.4% | 798,017 | $41.0M |
| LGT Capital Partners LTD. | 1.74% | Reduce -6.5% | 764,000 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -53.6% | 692,383 | $35.6M |
| Barclays PLC | 0.01% | Add +47.8% | 667,073 | $34.3M |
| Franklin Street Advisors Inc. | 2.12% | Reduce -3.7% | 666,362 | $34.3M |
| Holocene Advisors, LP | 0.08% | Add +43.2% | 665,876 | $34.2M |
| Rhumbline Advisers | 0.03% | Add +8.8% | 656,707 | $33.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.6% | 633,135 | $32.5M |
| Polaris Capital Management, LLC | 2.15% | Reduce -4.0% | 627,700 | $32.3M |
| Argent Capital Management LLC | 0.92% | Reduce -9.0% | 625,786 | $32.2M |
| Azora Capital LP | 1.39% | New | 599,052 | $30.8M |
| Alyeska Investment Group, L.P. | 0.10% | New | 549,334 | $28.2M |
| Gillson Capital LP | 2.14% | New | 544,213 | $28.0M |
| Assetmark, Inc. | 0.06% | Add +16.2% | 523,748 | $26.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +7.0% | 523,381 | $26.9M |
| Deprince Race & Zollo Inc. | 0.54% | Add +9.7% | 505,538 | $26.0M |
| Weiss Asset Management LP | 0.48% | New | 495,199 | $25.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.7% | 487,243 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 485,126 | $24.9M |
| Sirios Capital Management L P | 3.43% | Reduce -1.4% | 460,694 | $23.7M |
| Walleye Capital LLC | 0.22% | New | 420,528 | $21.6M |
| California Public Employees Retirement System | 0.01% | Add +21.2% | 408,897 | $21.0M |
| Nuveen, LLC | 0.01% | Reduce -14.4% | 408,127 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Add +11.0% | 407,512 | $20.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 404,186 | $20.8M |
| Algebris (uk) Ltd. | 3.25% | Reduce -18.5% | 392,871 | $20.2M |
| Citadel Advisors | 0.02% | Reduce -51.3% | 392,050 | $20.2M |
| Sargent Investment Group, LLC | 2.72% | Add +6.7% | 320,037 | $20.1M |
| Eisler Capital Management Ltd. | 0.68% | New | 387,187 | $19.9M |
| Assenagon Asset Management S.A. | 0.03% | Add +0.0% | 386,335 | $19.9M |
| First Trust Advisors LP | 0.02% | Add +513.3% | 374,773 | $19.3M |
| California State Teachers Retirement System | 0.02% | Add +25.0% | 372,519 | $19.1M |
| Natixis Advisors, LLC | 0.03% | Add +164.0% | 369,569 | $19.0M |
| Prana Capital Management, LP | 0.63% | New | 337,997 | $17.4M |
| CastleKnight Management LP | 1.14% | Add +253.6% | 327,076 | $16.8M |
| Allen Mooney & Barnes Investment Advisors LLC | 2.65% | Add +2.6% | 314,434 | $16.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.20% | Add +40.0% | 309,862 | $15.9M |
| Amundi | 0.01% | Reduce -79.8% | 291,215 | $15.9M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 306,899 | $15.8M |
| DNB Asset Management AS | 0.07% | Reduce -5.6% | 305,430 | $15.7M |
| Deutsche Bank AG | 0.01% | Reduce -3.5% | 292,260 | $15.0M |
| Oppenheimer & Co. Inc. | 0.19% | Reduce -2.5% | 282,639 | $14.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +10.1% | 279,811 | $14.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +1.1% | 274,876 | $14.1M |
| CSM Advisors, LLC | 0.40% | Add +7.6% | 266,725 | $13.7M |
| Retirement Systems of Alabama | 0.05% | Add +1.4% | 260,420 | $13.4M |
| Brown Advisory Inc. | 0.02% | Reduce -14.5% | 259,854 | $13.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.3% | 249,578 | $12.8M |
| MetLife Investment Management, LLC | 0.07% | Add +3.8% | 221,951 | $11.4M |
| Korea Investment CORP | 0.03% | Add +55.6% | 221,196 | $11.4M |
| Lazard Asset Management LLC | 0.02% | Reduce -1.6% | 218,682 | $11.2M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -2.4% | 212,902 | $10.9M |
| Bank of Montreal | 0.01% | Reduce -1.6% | 211,607 | $10.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +17.7% | 208,132 | $10.7M |
| Sit Investment Associates Inc. | 0.23% | Reduce 0.0% | 207,235 | $10.7M |
| Channing Capital Management, LLC | 0.29% | Add +15.3% | 203,370 | $10.5M |
| National Bank of Canada | 0.01% | Add +4.6% | 198,498 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -48.6% | 195,018 | $10.0M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 190,250 | $9.8M |
| SOL Capital Management CO | 0.93% | Add +4.5% | 186,570 | $9.6M |
| Wesbanco Bank Inc. | 0.28% | Add +3.2% | 183,506 | $9.4M |
| Van Eck Associates Corp. | 0.01% | Add +10.6% | 179,572 | $9.2M |
| New York State Common Retirement Fund | 0.01% | Add +10.9% | 178,395 | $9.2M |
| Jefferies Financial Group Inc. | 0.16% | New | 175,000 | $9.0M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.