The Carlyle GroupCG
13F holders, Q4 2025 (December 31)627holders −11
52new positions
77sold out
10famous investors
$59.11avg. 13F price*
At the end of Q4 2025, 627 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, down 11 from Q3 2025. 52 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Group Inc. ($1.6B) and Capital World Investors ($1.2B). 10 famous investors held it, including John W. Rogers Jr. (2.5% of Ariel Investments's portfolio), Bill Nygren (1.1% of Harris Associates (Oakmark Funds)'s portfolio) and Bill Miller (0.8% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $110.2M |
| Exits | 77 | $265.1M |
All 13F filers, Q3 2025 → Q4 2025: 16,198,870 shares bought and 19,508,025 shares sold, net −3,309,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 627 holders
| BlackRock, Inc. | 0.03% | Reduce -5.5% | 30,696,459 | $1.8B |
| Vanguard Group Inc. | 0.02% | Add +3.7% | 26,368,246 | $1.6B |
| Capital World Investors | 0.16% | Reduce -0.0% | 19,970,879 | $1.2B |
| Harris Associates (Oakmark Funds) | 1.14% | Add +39.1% | 15,198,269 | $898.4M |
| Morgan Stanley | 0.04% | Add +0.8% | 10,189,948 | $602.3M |
| State Street Corp. | 0.02% | Reduce -4.0% | 9,545,119 | $564.2M |
| Millennium Management | 0.37% | Add +69.2% | 8,340,531 | $493.0M |
| Massachusetts Financial Services Co. | 0.15% | Add +1.5% | 7,735,298 | $457.2M |
| William Blair Investment Management, LLC | 1.18% | Reduce -18.5% | 7,131,902 | $421.6M |
| Alkeon Capital Management LLC | 1.54% | No change | 5,941,316 | $351.2M |
| Boston Partners | 0.34% | Reduce -10.3% | 5,533,198 | $327.2M |
| Geode Capital Management, LLC | 0.02% | Add +1.6% | 4,999,880 | $294.8M |
| Norges Bank | 0.03% | — | 4,876,621 | $288.3M |
| Ariel Investments | 2.52% | Reduce -6.7% | 3,950,333 | $233.5M |
| Legal & General Group Plc | 0.04% | Add +5.7% | 3,260,377 | $192.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.5% | 3,176,369 | $187.8M |
| UBS Group AG | 0.03% | Reduce -37.2% | 2,536,538 | $149.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.1% | 2,505,449 | $148.1M |
| Northern Trust Corp. | 0.02% | Reduce -3.4% | 2,483,003 | $146.8M |
| Beutel, Goodman & Co Ltd. | 0.88% | Reduce -7.1% | 2,435,137 | $143.9M |
| FMR LLC | 0.01% | Add +112.1% | 2,366,678 | $139.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -12.7% | 2,024,585 | $119.7M |
| Capital International Investors | 0.02% | Add +0.5% | 1,713,670 | $101.3M |
| Bank of America Corp. | 0.01% | Reduce -23.9% | 1,490,564 | $88.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +2.2% | 1,380,227 | $81.6M |
| Markel Group | 0.63% | No change | 1,327,000 | $78.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.4% | 1,240,060 | $73.3M |
| Invesco Ltd. | 0.01% | Add +55.8% | 1,116,227 | $66.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 1,067,055 | $63.1M |
| Davis Asset Management, L.P. | 2.12% | No change | 1,000,000 | $59.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.4% | 979,203 | $57.9M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -10.3% | 933,532 | $55.2M |
| LPL Financial LLC | 0.01% | Add +9.8% | 929,773 | $55.0M |
| Algebris (uk) Ltd. | 4.05% | New | 853,254 | $50.5M |
| Amundi | 0.01% | Add +207.9% | 818,535 | $48.4M |
| Marshall Wace, LLP | 0.04% | Add +6303.7% | 742,257 | $43.9M |
| Franklin Street Advisors Inc. | 2.44% | Add +7.6% | 724,039 | $42.8M |
| Rhumbline Advisers | 0.03% | Reduce -3.8% | 702,878 | $41.5M |
| Nuveen, LLC | 0.01% | Reduce -18.9% | 672,647 | $39.8M |
| Private Management Group Inc. | 1.14% | Reduce -0.7% | 663,941 | $39.2M |
| Argent Capital Management LLC | 1.01% | Reduce -3.5% | 602,893 | $35.6M |
| Deutsche Bank AG | 0.01% | Add +78.5% | 594,117 | $35.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.0% | 589,759 | $34.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.5% | 558,049 | $33.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.5% | 507,574 | $30.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -5.1% | 507,540 | $30.0M |
| Frontier Capital Management Co. LLC | 0.31% | Reduce -77.4% | 498,991 | $29.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.7% | 480,565 | $28.4M |
| Assetmark, Inc. | 0.06% | Reduce -15.8% | 471,035 | $27.8M |
| California Public Employees Retirement System | 0.02% | Add +3.3% | 463,613 | $27.4M |
| Deprince Race & Zollo Inc. | 0.52% | Add +38.3% | 461,245 | $27.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -26.3% | 459,370 | $27.2M |
| Freestone Grove Partners LP | 0.19% | New | 444,142 | $26.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.8% | 443,301 | $26.2M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +5.2% | 434,992 | $25.7M |
| Walleye Capital LLC | 0.16% | Add +127.9% | 434,290 | $25.7M |
| Sirios Capital Management L P | 3.19% | Add +4.3% | 433,852 | $25.6M |
| Royal Bank of Canada | 0.00% | Reduce -82.0% | 409,012 | $24.2M |
| Barclays PLC | 0.01% | Reduce -56.0% | 406,735 | $24.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 390,440 | $23.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +3.8% | 360,547 | $21.3M |
| California State Teachers Retirement System | 0.02% | Reduce -3.6% | 330,794 | $19.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -18.6% | 325,446 | $19.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.1% | 311,436 | $18.4M |
| CSM Advisors, LLC | 0.50% | Reduce -8.9% | 308,727 | $18.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.22% | Reduce -15.3% | 306,433 | $18.1M |
| Sargent Investment Group, LLC | 2.26% | Reduce -0.8% | 305,087 | $18.0M |
| CastleKnight Management LP | 0.90% | Add +120.6% | 265,376 | $15.7M |
| Sit Investment Associates Inc. | 0.30% | Add +36.2% | 262,040 | $15.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 2.24% | Add +2.1% | 252,313 | $14.9M |
| DNB Asset Management AS | 0.05% | Reduce -8.3% | 242,813 | $14.4M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -81.2% | 226,712 | $13.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +5.8% | 220,132 | $13.4M |
| Bank of Montreal | 0.01% | Add +4.6% | 221,428 | $13.1M |
| Korea Investment CORP | 0.03% | Reduce -0.6% | 221,096 | $13.1M |
| Citadel Advisors | 0.01% | Add +117.6% | 219,275 | $13.0M |
| First Trust Advisors LP | 0.01% | Reduce -16.7% | 217,844 | $12.9M |
| Brown Advisory Inc. | 0.02% | Add +1.3% | 212,424 | $12.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.6% | 212,114 | $12.5M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -2.6% | 210,864 | $12.5M |
| National Bank of Canada | 0.01% | Add +14.5% | 209,592 | $12.4M |
| Galvin, Gaustad & Stein, LLC | 0.96% | Reduce -12.2% | 204,623 | $12.1M |
| MetLife Investment Management, LLC | 0.06% | Add +47.7% | 197,712 | $11.7M |
| Oppenheimer & Co. Inc. | 0.16% | Reduce -1.4% | 193,458 | $11.4M |
| SOL Capital Management CO | 0.99% | Reduce -1.2% | 185,934 | $11.0M |
| PEAK6 LLC | 0.29% | Add +91.4% | 177,675 | $10.5M |
| Aberdeen Group plc | 0.02% | Reduce -4.1% | 175,708 | $10.4M |
| Citigroup Inc. | 0.01% | Add +42.2% | 172,826 | $10.2M |
| AQR Capital Management | 0.01% | Add +8.2% | 168,598 | $10.0M |
| Lazard Asset Management LLC | 0.02% | Add +1.8% | 164,714 | $9.7M |
| Gator Capital Management, LLC | 2.01% | Add +0.8% | 164,135 | $9.7M |
| Forsta Ap-Fonden | 0.06% | Add +1.6% | 164,100 | $9.7M |
| Stifel Financial Corp. | 0.01% | Reduce -6.6% | 162,901 | $9.6M |
| Channing Capital Management, LLC | 0.24% | Reduce -7.3% | 159,229 | $9.4M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 158,087 | $9.3M |
| Wesbanco Bank Inc. | 0.26% | Add +11.0% | 158,018 | $9.3M |
| Baron Capital (BAMCO) | 0.03% | Reduce -6.0% | 157,000 | $9.3M |
| River Road Asset Management, LLC | 0.10% | Reduce -2.4% | 152,601 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +9.0% | 151,087 | $8.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -28.3% | 148,695 | $8.8M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.