The Carlyle GroupCG
13F holders, Q3 2025 (September 30)638holders +65
109new positions
45sold out
10famous investors
$62.74avg. 13F price*
At the end of Q3 2025, 638 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, up 65 from Q2 2025. 109 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($2.0B), Vanguard Group Inc. ($1.6B) and Capital World Investors ($1.3B). 10 famous investors held it, including John W. Rogers Jr. (2.8% of Ariel Investments's portfolio), Bill Nygren (1.1% of Harris Associates (Oakmark Funds)'s portfolio) and Bill Miller (0.9% of Miller Value Partners's portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $188.1M |
| Exits | 45 | $156.6M |
All 13F filers, Q2 2025 → Q3 2025: 17,713,030 shares bought and 16,945,315 shares sold, net +767,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 638 holders
| BlackRock, Inc. | 0.04% | Add +3.4% | 32,501,422 | $2.0B |
| Vanguard Group Inc. | 0.02% | Add +2.9% | 25,434,009 | $1.6B |
| Capital World Investors | 0.17% | Add +0.1% | 19,975,883 | $1.3B |
| Harris Associates (Oakmark Funds) | 1.10% | Reduce -3.4% | 10,928,150 | $685.2M |
| Morgan Stanley | 0.04% | Add +10.6% | 10,105,720 | $633.6M |
| State Street Corp. | 0.02% | Add +20.9% | 9,942,135 | $623.4M |
| William Blair Investment Management, LLC | 1.42% | Reduce -12.1% | 8,748,975 | $548.6M |
| Massachusetts Financial Services Co. | 0.15% | Add +6.7% | 7,618,075 | $477.7M |
| Boston Partners | 0.40% | Reduce -9.2% | 6,170,124 | $386.8M |
| Alkeon Capital Management LLC | 1.68% | No change | 5,941,316 | $372.5M |
| Millennium Management | 0.25% | Add +147.5% | 4,930,069 | $309.1M |
| Geode Capital Management, LLC | 0.02% | Add +14.8% | 4,920,746 | $307.7M |
| Ariel Investments | 2.84% | Reduce -10.0% | 4,233,386 | $265.4M |
| UBS Group AG | 0.05% | Add +11.2% | 4,037,257 | $253.1M |
| Legal & General Group Plc | 0.04% | Reduce -8.4% | 3,083,600 | $193.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.8% | 2,953,861 | $185.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -4.7% | 2,639,897 | $165.5M |
| Beutel, Goodman & Co Ltd. | 0.99% | Reduce -5.4% | 2,622,212 | $164.4M |
| Northern Trust Corp. | 0.02% | Add +11.6% | 2,569,724 | $161.1M |
| Bank of New York Mellon Corp | 0.03% | Add +2.4% | 2,319,956 | $145.5M |
| Royal Bank of Canada | 0.03% | Reduce -31.5% | 2,269,053 | $142.3M |
| Frontier Capital Management Co. LLC | 1.24% | Add +16.8% | 2,203,897 | $138.2M |
| Bank of America Corp. | 0.01% | Add +4.7% | 1,958,592 | $122.8M |
| Capital International Investors | 0.02% | Reduce -17.8% | 1,705,518 | $106.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -14.1% | 1,349,922 | $84.6M |
| Markel Group | 0.68% | No change | 1,327,000 | $83.2M |
| Balyasny Asset Management L.P. | 0.16% | New | 1,205,933 | $75.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -45.4% | 1,199,322 | $75.2M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 1,130,875 | $70.9M |
| FMR LLC | 0.00% | Reduce -18.1% | 1,115,682 | $70.0M |
| Azora Capital LP | 3.13% | Add +79.6% | 1,076,083 | $67.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -28.9% | 1,048,314 | $65.7M |
| Russell Investments Group, Ltd. | 0.07% | Add +0.1% | 1,040,318 | $65.3M |
| Davis Asset Management, L.P. | 2.23% | Reduce -33.3% | 1,000,000 | $62.7M |
| Barclays PLC | 0.02% | Add +38.6% | 924,784 | $58.0M |
| LPL Financial LLC | 0.02% | Add +431.4% | 846,385 | $53.1M |
| Nuveen, LLC | 0.01% | Add +103.1% | 828,845 | $52.0M |
| Rhumbline Advisers | 0.04% | Add +11.3% | 730,867 | $45.8M |
| Holocene Advisors, LP | 0.10% | Add +7.9% | 718,562 | $45.1M |
| Invesco Ltd. | 0.01% | Reduce -10.2% | 716,332 | $44.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.1% | 678,021 | $42.5M |
| Franklin Street Advisors Inc. | 2.43% | Add +1.0% | 672,815 | $42.2M |
| Moore Capital Management, LP | 0.85% | New | 670,080 | $42.0M |
| Private Management Group Inc. | 1.25% | Reduce -28.9% | 668,828 | $41.9M |
| Argent Capital Management LLC | 1.07% | Reduce -0.1% | 624,929 | $39.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.5% | 623,564 | $39.1M |
| Polaris Capital Management, LLC | 2.38% | Reduce -7.8% | 578,600 | $36.3M |
| Principal Financial Group Inc. | 0.02% | Add +19.2% | 578,418 | $36.3M |
| Assetmark, Inc. | 0.08% | Add +6.8% | 559,288 | $35.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +2.1% | 534,583 | $33.5M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +82.3% | 510,111 | $32.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.7% | 483,698 | $30.3M |
| California Public Employees Retirement System | 0.02% | Add +9.7% | 448,689 | $28.1M |
| Alliancebernstein L.P. | 0.01% | Add +9.7% | 446,833 | $28.0M |
| Sirios Capital Management L P | 3.40% | Reduce -9.7% | 416,140 | $26.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +34.7% | 413,402 | $25.9M |
| Natixis Advisors, LLC | 0.04% | Add +8.2% | 399,858 | $25.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 393,028 | $24.6M |
| AEGON ASSET MANAGEMENT UK Plc | 0.27% | Add +16.8% | 361,894 | $22.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +26.4% | 347,506 | $22.5M |
| American Century Companies Inc. | 0.01% | Add +146.5% | 347,698 | $21.8M |
| California State Teachers Retirement System | 0.02% | Reduce -7.9% | 343,028 | $21.5M |
| CSM Advisors, LLC | 0.59% | Add +27.1% | 339,003 | $21.3M |
| Deprince Race & Zollo Inc. | 0.42% | Reduce -34.0% | 333,564 | $20.9M |
| Deutsche Bank AG | 0.01% | Add +13.9% | 332,929 | $20.9M |
| Retirement Systems of Alabama | 0.07% | Add +20.9% | 314,872 | $19.7M |
| Sargent Investment Group, LLC | 2.75% | Reduce -3.9% | 307,467 | $19.3M |
| Rakuten Investment Management, Inc. | 0.06% | — | 75,508 | $16.9M |
| Amundi | 0.01% | Reduce -8.7% | 265,811 | $16.8M |
| DNB Asset Management AS | 0.06% | Reduce -13.3% | 264,715 | $16.6M |
| First Trust Advisors LP | 0.01% | Reduce -30.2% | 261,634 | $16.4M |
| Susquehanna International Group, LLP | 0.02% | Add +252.8% | 260,371 | $16.3M |
| Allen Mooney & Barnes Investment Advisors LLC | 2.41% | Reduce -21.4% | 247,189 | $15.5M |
| Galvin, Gaustad & Stein, LLC | 1.20% | Add +54.4% | 233,054 | $14.6M |
| Korea Investment CORP | 0.03% | Add +0.6% | 222,496 | $14.0M |
| Royal London Asset Management Ltd. | 0.03% | Add +101.5% | 216,520 | $13.6M |
| Point72 Europe (London) LLP | 0.73% | Add +177.0% | 215,490 | $13.5M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -0.1% | 212,622 | $13.3M |
| Bank of Montreal | 0.01% | Add +0.0% | 211,663 | $13.3M |
| Brown Advisory Inc. | 0.02% | Reduce -19.3% | 209,804 | $13.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 208,132 | $13.0M |
| New York State Common Retirement Fund | 0.02% | Add +16.3% | 207,395 | $13.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.4% | 202,718 | $12.7M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -30.6% | 196,238 | $12.3M |
| Sit Investment Associates Inc. | 0.24% | Reduce -7.2% | 192,416 | $12.1M |
| Walleye Capital LLC | 0.11% | Reduce -54.7% | 190,581 | $11.9M |
| SOL Capital Management CO | 1.06% | Add +0.9% | 188,239 | $11.8M |
| Comerica Bank | 0.04% | Add +16.6% | 185,959 | $11.7M |
| Aberdeen Group plc | 0.02% | Add +18.3% | 183,210 | $11.5M |
| National Bank of Canada | 0.01% | Reduce -7.8% | 183,114 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.3% | 174,451 | $10.9M |
| Channing Capital Management, LLC | 0.28% | Reduce -15.6% | 171,755 | $10.8M |
| Baron Capital (BAMCO) | 0.03% | Reduce -88.8% | 167,076 | $10.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Add +3.6% | 165,789 | $10.4M |
| Gator Capital Management, LLC | 2.62% | Add +0.8% | 162,765 | $10.2M |
| Lazard Asset Management LLC | 0.01% | Reduce -26.0% | 161,806 | $10.1M |
| Forsta Ap-Fonden | 0.06% | Add +70.6% | 161,600 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +5.0% | 158,087 | $9.9M |
| River Road Asset Management, LLC | 0.11% | New | 156,271 | $9.8M |
| AQR Capital Management | 0.01% | Add +4.3% | 155,798 | $9.8M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.