Carlyle Group Inc.
CG- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001527166
In the last 90 days, Carlyle Group Inc. insiders filed 0 open-market purchases and 1 sale; 588 institutions reported holding it in 13F filings for Q2 2026, worth $9.28B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.
Other share classesCGABL
13F holders, Q2 2026
Institutional positions in Carlyle Group Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 588
- −9 vs. Q1 2026
- Shares held
- 220.3M
- +1.39M (+0.6%) vs. Q1 2026
- Total value
- $9.28B
- −$1.32B (−12.4%) vs. Q1 2026
- New holders
- 68
- 228 more added
- Sold out
- 77
- 202 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 588 | $9.28B |
| Q1 2026 | 604 | $10.6B |
| Q4 2025 | 627 | $13.6B |
| Q3 2025 | 638 | $14.4B |
| Q2 2025 | 573 | $12.0B |
| Q1 2025 | 527 | $9.85B |
| Q4 2024 | 565 | $10.9B |
| Q3 2024 | 525 | $9.17B |
| Q2 2024 | 516 | $8.48B |
| Q1 2024 | 518 | $11.1B |
| Q4 2023 | 471 | $9.27B |
| Q3 2023 | 413 | $6.23B |
| Q2 2023 | 396 | $6.59B |
| Q1 2023 | 428 | $6.25B |
| Q4 2022 | 429 | $5.98B |
| Q3 2022 | 416 | $5.04B |
| Q2 2022 | 441 | $6.19B |
| Q1 2022 | 482 | $9.24B |
| Q4 2021 | 461 | $10.7B |
| Q3 2021 | 394 | $8.09B |
| Q2 2021 | 344 | $6.54B |
| Q1 2021 | 315 | $4.71B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,984,053 | $1.35B | 0.02% | +959,608+3.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 17,661,625 | $743.7M | 0.99% | +1,077,718+6.5% | Added |
| Vanguard Portfolio Management LLC | 11,830,112 | $498.2M | 0.02% | +10,562+0.1% | Added |
| Capital World Investors | 11,813,798 | $497.5M | 0.06% | −6,013,418−33.7% | Reduced |
| Vanguard Capital Management LLC | 11,464,474 | $482.8M | 0.01% | +70,803+0.6% | Added |
| Morgan Stanley | 9,993,408 | $420.8M | 0.02% | −179,037−1.8% | Reduced |
| State Street Corp | 9,891,982 | $416.6M | 0.01% | +211,112+2.2% | Added |
| Massachusetts Financial Services Co | 7,739,524 | $328.6M | 0.10% | +90,515+1.2% | Added |
| Alkeon Capital Management LLC | 5,941,316 | $250.2M | 0.96% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 5,914,905 | $249.1M | 0.75% | −386,204−6.1% | Reduced |
| Geode Capital Management, LLC | 5,224,555 | $219.4M | 0.01% | +75,432+1.5% | Added |
| Ariel Investments, LLC | 4,548,683 | $191.5M | 1.91% | +566,926+14.2% | Added |
| FMR LLC | 4,358,455 | $183.5M | 0.01% | +653,865+17.7% | Added |
| Legal & General Group Plc | 3,870,443 | $163.0M | 0.03% | +368,111+10.5% | Added |
| Norges Bank | 3,646,300 | $153.5M | 0.02% | +3,646,300 | New |
| Amundi | 3,406,001 | $143.4M | 0.03% | +2,749,781+419.0% | Added |
| Dimensional Fund Advisors LP | 2,995,510 | $126.1M | 0.02% | −50,468−1.7% | Reduced |
| Northern Trust Corp | 2,576,558 | $108.5M | 0.01% | +76,762+3.1% | Added |
| UBS Group AG | 2,504,918 | $105.5M | 0.02% | −397,470−13.7% | Reduced |
| Point72 Asset Management, L.P. | 2,184,854 | $92.0M | 0.14% | +1,981,854+976.3% | Added |
| Royal Bank of Canada | 2,029,610 | $85.5M | 0.01% | +1,145,931+129.7% | Added |
| Ameriprise Financial Inc | 2,026,772 | $85.3M | 0.02% | −694,821−25.5% | Reduced |
| Bank of New York Mellon Corp | 2,007,599 | $84.5M | 0.01% | −40,051−2.0% | Reduced |
| Algebris (UK) Ltd | 1,923,159 | $80.7M | 5.32% | +628,125+48.5% | Added |
| Bank of America Corp | 1,886,490 | $79.4M | 0.01% | +547,683+40.9% | Added |
| Vanguard Fiduciary Trust Co | 1,640,080 | $69.1M | 0.02% | +33,241+2.1% | Added |
| UBS Asset Management Americas Inc | 1,602,700 | $67.5M | 0.01% | +86,089+5.7% | Added |
| Goldman Sachs Group Inc | 1,574,143 | $66.3M | 0.01% | −50,226−3.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $55.9M | 0.43% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 1,270,059 | $53.5M | 0.39% | −248,933−16.4% | Reduced |
| Jane Street Group, LLC | 1,218,238 | $51.3M | 0.03% | +820,832+206.5% | Added |
| Charles Schwab Investment Management Inc | 1,140,809 | $48.0M | 0.01% | +12,825+1.1% | Added |
| Davis Asset Management, L.P. | 1,131,000 | $47.6M | 1.21% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,060,746 | $44.7M | 0.21% | +688,791+185.2% | Added |
| Russell Investments Group, Ltd. | 1,049,820 | $44.1M | 0.04% | +113,362+12.1% | Added |
| JPMorgan Chase & Co | 1,071,394 | $43.4M | 0.00% | −105,019−8.9% | Reduced |
| Nuveen, LLC | 955,965 | $40.3M | 0.01% | −3,551−0.4% | Reduced |
| Private Management Group Inc | 954,767 | $40.2M | 1.06% | +263,342+38.1% | Added |
| Citadel Advisors LLC | 835,171 | $35.2M | 0.02% | +835,171 | New |
| Prana Capital Management, LP | 813,618 | $34.3M | 1.04% | +163,032+25.1% | Added |
| Renaissance Technologies LLC | 744,700 | $31.4M | 0.04% | +608,000+444.8% | Added |
| Rhumbline Advisers | 737,819 | $31.1M | 0.02% | +19,168+2.7% | Added |
| Invesco Ltd. | 683,754 | $28.8M | 0.00% | +6,004+0.9% | Added |
| Marshall Wace, LLP | 600,241 | $25.3M | 0.02% | +600,241 | New |
| Principal Financial Group Inc | 588,520 | $24.8M | 0.01% | +9,444+1.6% | Added |
| Deprince Race & Zollo Inc | 562,441 | $23.7M | 0.40% | +35,151+6.7% | Added |
| Franklin Street Advisors Inc | 560,327 | $23.6M | 1.32% | −102,899−15.5% | Reduced |
| Vanguard Asset Management, Ltd | 543,489 | $22.9M | 0.02% | +68,788+14.5% | Added |
| Assenagon Asset Management S.A. | 528,464 | $22.3M | 0.01% | +528,464 | New |
| Assetmark, Inc | 527,543 | $22.2M | 0.04% | +62,099+13.3% | Added |
| CastleKnight Management LP | 519,576 | $21.9M | 0.80% | +46,600+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,242 | $21.9M | 0.01% | +35,550+7.3% | Added |
| Envestnet Asset Management Inc | 496,560 | $20.9M | 0.00% | +25,318+5.4% | Added |
| Squarepoint Ops LLC | 495,608 | $20.9M | 0.04% | +453,401+1,074.2% | Added |
| Rockefeller Capital Management L.P. | 477,657 | $20.1M | 0.03% | −8,301−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 451,520 | $19.0M | 0.01% | −31,582−6.5% | Reduced |
| Alliancebernstein L.P. | 375,485 | $18.2M | 0.01% | +343+0.1% | Added |
| Deutsche Bank AG | 418,318 | $17.6M | 0.01% | −382,509−47.8% | Reduced |
| Great West Life Assurance Co | 410,908 | $17.3M | 0.03% | +33,666+8.9% | Added |
| Raymond James Financial Inc | 390,177 | $16.4M | 0.00% | −9,284−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 387,762 | $16.3M | 0.01% | −2,163−0.6% | Reduced |
| Wells Fargo & Company | 381,044 | $16.0M | 0.00% | −599−0.2% | Reduced |
| Van Eck Associates Corp | 370,381 | $15.6M | 0.01% | +126,441+51.8% | Added |
| California Public Employees Retirement System | 317,266 | $13.4M | 0.01% | −146,910−31.6% | Reduced |
| Frontier Capital Management Co LLC | 316,724 | $13.3M | 0.12% | −15,582−4.7% | Reduced |
| Bank of Nova Scotia | 314,725 | $13.3M | 0.02% | +208,036+195.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 307,610 | $13.0M | 0.01% | +67,857+28.3% | Added |
| Barclays PLC | 306,594 | $12.9M | 0.00% | +11,262+3.8% | Added |
| Bank of Montreal | 306,178 | $12.9M | 0.00% | +46,962+18.1% | Added |
| California State Teachers Retirement System | 303,315 | $12.8M | 0.01% | −15,804−5.0% | Reduced |
| XTX Topco Ltd | 303,222 | $12.8M | 0.17% | +201,149+197.1% | Added |
| Sargent Investment Group, LLC | 300,821 | $12.7M | 1.52% | −2,862−0.9% | Reduced |
| Natixis Advisors, L.P. | 292,249 | $12.3M | 0.01% | −32,572−10.0% | Reduced |
| HSBC Holdings PLC | 283,206 | $11.9M | 0.01% | +71,039+33.5% | Added |
| Gator Capital Management, LLC | 282,425 | $11.9M | 2.56% | +91,230+47.7% | Added |
| Cerity Partners LLC | 279,658 | $11.8M | 0.01% | −5,543−1.9% | Reduced |
| Jump Financial, LLC | 277,294 | $11.7M | 0.10% | +277,294 | New |
| Retirement Systems of Alabama | 268,068 | $11.3M | 0.03% | −50,059−15.7% | Reduced |
| Argent Capital Management LLC | 267,555 | $11.3M | 0.36% | −19,860−6.9% | Reduced |
| Jones Financial Companies LLLP | 264,135 | $10.9M | 0.00% | +7,885+3.1% | Added |
| Price T Rowe Associates Inc | 255,243 | $10.7M | 0.00% | +18,694+7.9% | Added |
| Citigroup Inc | 250,189 | $10.5M | 0.00% | +84,839+51.3% | Added |
| Victory Capital Management Inc | 244,735 | $10.3M | 0.01% | −5,287−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 238,883 | $10.1M | 0.01% | +221,354+1,262.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 238,500 | $10.0M | 1.53% | −20,236−7.8% | Reduced |
| AQR Capital Management LLC | 234,942 | $9.89M | 0.00% | −46,234−16.4% | Reduced |
| Brown Advisory Inc | 233,127 | $9.82M | 0.02% | −6,418−2.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 226,767 | $9.55M | 0.13% | −18,218−7.4% | Reduced |
| ExodusPoint Capital Management, LP | 225,732 | $9.51M | 0.09% | +225,732 | New |
| MetLife Investment Management | 224,533 | $9.46M | 0.04% | +15,711+7.5% | Added |
| Oppenheimer & Co Inc | 218,691 | $9.21M | 0.10% | +27,610+14.4% | Added |
| DnB Asset Management AS | 218,129 | $9.19M | 0.03% | −18,132−7.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 207,531 | $8.74M | 0.65% | −16,188−7.2% | Reduced |
| Royal London Asset Management Ltd | 204,929 | $8.63M | 0.02% | −940−0.5% | Reduced |
| Lalia Capital, LLC | 202,000 | $8.51M | 4.13% | +160,000+381.0% | Added |
| Schonfeld Strategic Advisors LLC | 201,958 | $8.50M | 0.04% | +25,246+14.3% | Added |
| Sit Investment Associates Inc | 195,315 | $8.22M | 0.16% | −43,900−18.4% | Reduced |
| Walleye Trading LLC | 190,143 | $8.01M | 0.11% | +190,143 | New |
| Standard Life Aberdeen plc | 186,410 | $7.85M | 0.01% | +5,496+3.0% | Added |
| Millennium Management LLC | 178,458 | $7.51M | 0.01% | −6,624,597−97.4% | Reduced |