Carlyle Group Inc.
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 13,566,904
- Description
- Washington based planning integrated investment advisor with a corporate governance structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through mandate specific risk calibration and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 20 | 13,566,904 | 13F-HR | Carlyle Group Inc. |
| Q3 2025 | 11/7/2025 | 17 | 4,337,676 | 13F-HR | Carlyle Group Inc. |
| Q2 2025 | 8/8/2025 | 20 | 5,032,012 | 13F-HR | Carlyle Group Inc. |
| Q1 2025 | 5/9/2025 | 23 | 3,803,733 | 13F-HR | Carlyle Group Inc. |
| Q4 2024 | 2/13/2025 | 27 | 4,149,215 | 13F-HR | Carlyle Group Inc. |
| Q3 2024 | 11/8/2024 | 26 | 954,248 | 13F-HR | Carlyle Group Inc. |
| Q2 2024 | 8/9/2024 | 31 | 1,052,990 | 13F-HR | Carlyle Group Inc. |
| Q1 2024 | 5/3/2024 | 32 | 1,586,343 | 13F-HR | Carlyle Group Inc. |
| Q4 2023 | 2/2/2024 | 25 | 2,079,249 | 13F-HR | Carlyle Group Inc. |
| Q3 2023 | 11/3/2023 | 25 | 2,305,584 | 13F-HR | Carlyle Group Inc. |
| Q2 2023 | 8/4/2023 | 26 | 2,807,308 | 13F-HR | Carlyle Group Inc. |
| Q1 2023 | 5/5/2023 | 30 | 3,352,223 | 13F-HR | Carlyle Group Inc. |
| Q4 2022 | 2/10/2023 | 13 | 3,436,959 | 13F-HR | Carlyle Group Inc. |
| Q3 2022 | 11/10/2022 | 11 | 3,148,891 | 13F-HR | Carlyle Group Inc. |
| Q2 2022 | 8/12/2022 | 9 | 5,799 | 13F-HR | Carlyle Group Inc. |
| Q1 2022 | 5/13/2022 | 7 | 8,360 | 13F-HR | Carlyle Group Inc. |
| Q4 2021 | 2/11/2022 | 8 | 9,623 | 13F-HR | Carlyle Group Inc. |
| Q3 2021 | 11/12/2021 | 10 | 12,637 | 13F-HR | Carlyle Group Inc. |
| Q2 2021 | 8/12/2021 | 10 | 14,778 | 13F-HR | Carlyle Group Inc. |
| Q1 2021 | 5/14/2021 | 12 | 13,216 | 13F-HR | Carlyle Group Inc. |
| Q4 2020 | 2/12/2021 | 10 | 7,467 | 13F-HR | Carlyle Group Inc. |
| Q3 2020 | 11/13/2020 | 11 | 7,344 | 13F-HR | Carlyle Group Inc. |
| Q2 2020 | 8/13/2020 | 14 | 8,827 | 13F-HR | Carlyle Group Inc. |
| Q1 2020 | 5/13/2020 | 14 | 2,359,658 | 13F-HR | Carlyle Group Inc. |
| Q4 2019 | 2/13/2020 | 12 | 1,510,510 | 13F-HR | Carlyle Group Inc. |
| Q1 2014 | 5/15/2014 | 23 | 15,465 | 13F-HR | Carlyle Group L.P. |
| Q4 2013 | 2/14/2014 | 26 | 14,063 | 13F-HR | Carlyle Group L.P. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.57 M | 100.0% | 9.229 M | 0 | 9.229 M |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
13,566,904
Holdings
20
QoQ value change ($000)
9,229,228
(212.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.