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 $9.27B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.
Other share classesCGABL
13F holders, Q1 2026
Institutional positions in Carlyle Group Inc. as of Mar 31, 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
- 604
- −15 vs. Q4 2025
- Shares held
- 219.0M
- +21.5M (+10.9%) vs. Q4 2025
- Total value
- $10.6B
- −$1.08B (−9.2%) vs. Q4 2025
- New holders
- 76
- 237 more added
- Sold out
- 91
- 188 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | $9.27B |
| Q1 2026 | 604 | $10.6B |
| Q4 2025 | 627 | $13.5B |
| Q3 2025 | 638 | $14.3B |
| Q2 2025 | 573 | $11.8B |
| Q1 2025 | 527 | $9.85B |
| Q4 2024 | 565 | $10.9B |
| Q3 2024 | 525 | $9.09B |
| Q2 2024 | 516 | $8.43B |
| Q1 2024 | 518 | $9.81B |
| Q4 2023 | 471 | $8.67B |
| Q3 2023 | 413 | $6.22B |
| Q2 2023 | 396 | $6.59B |
| Q1 2023 | 428 | $6.19B |
| Q4 2022 | 429 | $5.98B |
| Q3 2022 | 416 | $5.03B |
| Q2 2022 | 441 | $6.04B |
| Q1 2022 | 482 | $9.22B |
| Q4 2021 | 461 | $9.80B |
| Q3 2021 | 394 | $8.09B |
| Q2 2021 | 344 | $6.54B |
| Q1 2021 | 315 | $4.71B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,024,445 | $1.50B | 0.03% | +327,986+1.1% | Added |
| Capital World Investors | 17,827,216 | $862.7M | 0.12% | −2,143,663−10.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 16,583,907 | $802.5M | 1.07% | +1,385,638+9.1% | Added |
| Vanguard Portfolio Management LLC | 11,819,550 | $571.9M | 0.03% | +11,819,550 | New |
| Vanguard Capital Management LLC | 11,393,671 | $551.3M | 0.01% | +11,393,671 | New |
| Morgan Stanley | 10,172,445 | $492.2M | 0.03% | −17,503−0.2% | Reduced |
| State Street Corp | 9,680,870 | $468.5M | 0.02% | +135,751+1.4% | Added |
| Massachusetts Financial Services Co | 7,649,009 | $372.9M | 0.13% | −86,289−1.1% | Reduced |
| Millennium Management LLC | 6,803,055 | $329.2M | 0.25% | −1,537,476−18.4% | Reduced |
| William Blair Investment Management, LLC | 6,301,109 | $304.9M | 1.01% | −830,793−11.6% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $287.5M | 1.30% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 5,149,123 | $248.6M | 0.02% | +149,243+3.0% | Added |
| Ariel Investments, LLC | 3,981,757 | $192.7M | 2.16% | +31,424+0.8% | Added |
| FMR LLC | 3,704,590 | $179.3M | 0.01% | +1,337,912+56.5% | Added |
| Legal & General Group Plc | 3,502,332 | $169.5M | 0.04% | +241,955+7.4% | Added |
| Dimensional Fund Advisors LP | 3,045,978 | $147.3M | 0.03% | −130,391−4.1% | Reduced |
| UBS Group AG | 2,902,388 | $140.4M | 0.02% | +365,850+14.4% | Added |
| Ameriprise Financial Inc | 2,721,593 | $131.7M | 0.03% | +216,144+8.6% | Added |
| Northern Trust Corp | 2,499,796 | $121.0M | 0.02% | +16,793+0.7% | Added |
| Bank of New York Mellon Corp | 2,047,650 | $99.1M | 0.02% | +23,065+1.1% | Added |
| Goldman Sachs Group Inc | 1,624,369 | $78.6M | 0.01% | +384,309+31.0% | Added |
| Vanguard Fiduciary Trust Co | 1,606,839 | $77.8M | 0.02% | +1,606,839 | New |
| Beutel, Goodman & Co Ltd. | 1,518,992 | $73.5M | 0.50% | −916,145−37.6% | Reduced |
| UBS Asset Management Americas Inc | 1,516,611 | $73.4M | 0.02% | +136,384+9.9% | Added |
| Regents of the University of California | 1,516,016 | $73.4M | 2.44% | +1,516,016 | New |
| Bank of America Corp | 1,338,807 | $64.8M | 0.00% | −151,757−10.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $64.2M | 0.54% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 1,295,034 | $62.6M | 4.53% | +441,780+51.8% | Added |
| Davis Asset Management, L.P. | 1,131,000 | $54.7M | 1.58% | +131,000+13.1% | Added |
| JPMorgan Chase & Co | 1,176,413 | $54.6M | 0.00% | +197,210+20.1% | Added |
| Charles Schwab Investment Management Inc | 1,127,984 | $54.6M | 0.01% | +60,929+5.7% | Added |
| Nuveen, LLC | 959,516 | $46.4M | 0.01% | +286,869+42.6% | Added |
| Russell Investments Group, Ltd. | 936,458 | $45.2M | 0.05% | +2,926+0.3% | Added |
| Royal Bank of Canada | 883,679 | $42.8M | 0.01% | +474,667+116.1% | Added |
| LPL Financial LLC | 809,274 | $39.2M | 0.01% | −120,499−13.0% | Reduced |
| Deutsche Bank AG | 800,827 | $38.8M | 0.01% | +206,710+34.8% | Added |
| Rhumbline Advisers | 718,651 | $34.8M | 0.03% | +15,773+2.2% | Added |
| Freestone Grove Partners LP | 693,262 | $33.5M | 0.24% | +249,120+56.1% | Added |
| Private Management Group Inc | 691,425 | $33.5M | 0.96% | +27,484+4.1% | Added |
| Invesco Ltd. | 677,750 | $32.8M | 0.00% | −438,477−39.3% | Reduced |
| Franklin Street Advisors Inc | 663,226 | $32.1M | 1.97% | −60,813−8.4% | Reduced |
| Amundi | 656,220 | $31.8M | 0.01% | −162,315−19.8% | Reduced |
| Prana Capital Management, LP | 650,586 | $31.5M | 0.97% | +650,586 | New |
| Principal Financial Group Inc | 579,076 | $28.0M | 0.01% | +21,027+3.8% | Added |
| Sirios Capital Management L P | 542,251 | $26.2M | 3.18% | +108,399+25.0% | Added |
| Deprince Race & Zollo Inc | 527,290 | $25.5M | 0.48% | +66,045+14.3% | Added |
| Rockefeller Capital Management L.P. | 485,958 | $23.5M | 0.04% | +5,393+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 483,692 | $23.4M | 0.02% | −23,848−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 483,102 | $23.4M | 0.02% | −24,472−4.8% | Reduced |
| Alyeska Investment Group, L.P. | 480,930 | $23.3M | 0.07% | +460,796+2,288.6% | Added |
| Vanguard Asset Management, Ltd | 474,701 | $23.0M | 0.02% | +474,701 | New |
| CastleKnight Management LP | 472,976 | $22.9M | 1.07% | +207,600+78.2% | Added |
| Envestnet Asset Management Inc | 471,242 | $22.8M | 0.01% | +11,872+2.6% | Added |
| Assetmark, Inc | 465,444 | $22.5M | 0.05% | −5,591−1.2% | Reduced |
| California Public Employees Retirement System | 464,176 | $22.5M | 0.01% | +563+0.1% | Added |
| Alliancebernstein L.P. | 375,142 | $22.2M | 0.01% | −68,159−15.4% | Reduced |
| Raymond James Financial Inc | 399,461 | $19.3M | 0.01% | −190,298−32.3% | Reduced |
| Jane Street Group, LLC | 397,406 | $19.2M | 0.02% | +377,717+1,918.4% | Added |
| T. Rowe Price Investment Management, Inc. | 389,925 | $18.9M | 0.01% | −45,067−10.4% | Reduced |
| Wells Fargo & Company | 381,643 | $18.5M | 0.00% | −8,797−2.3% | Reduced |
| Great West Life Assurance Co | 377,242 | $18.3M | 0.03% | +16,695+4.6% | Added |
| Walleye Capital LLC | 371,955 | $18.0M | 0.11% | −62,335−14.4% | Reduced |
| Woodline Partners LP | 351,606 | $17.0M | 0.06% | +351,606 | New |
| Frontier Capital Management Co LLC | 332,306 | $16.1M | 0.17% | −166,685−33.4% | Reduced |
| Natixis Advisors, L.P. | 324,821 | $15.7M | 0.02% | −625−0.2% | Reduced |
| California State Teachers Retirement System | 319,119 | $15.4M | 0.02% | −11,675−3.5% | Reduced |
| Retirement Systems of Alabama | 318,127 | $15.4M | 0.05% | +6,691+2.1% | Added |
| Holocene Advisors, LP | 317,967 | $15.4M | 0.04% | +317,967 | New |
| Sargent Investment Group, LLC | 303,683 | $14.7M | 1.94% | −1,404−0.5% | Reduced |
| Barclays PLC | 295,332 | $14.3M | 0.01% | −111,403−27.4% | Reduced |
| Argent Capital Management LLC | 287,415 | $13.9M | 0.44% | −315,478−52.3% | Reduced |
| Cerity Partners LLC | 285,201 | $13.8M | 0.02% | +198,279+228.1% | Added |
| AQR Capital Management LLC | 281,176 | $13.6M | 0.01% | +112,578+66.8% | Added |
| CSM Advisors, LLC | 275,091 | $13.3M | 0.33% | −33,636−10.9% | Reduced |
| Bank of Montreal | 259,216 | $12.5M | 0.01% | +37,788+17.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 258,736 | $12.5M | 1.80% | +6,423+2.5% | Added |
| Victory Capital Management Inc | 250,022 | $12.1M | 0.01% | +153,957+160.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 244,985 | $11.9M | 0.16% | +244,985 | New |
| Van Eck Associates Corp | 243,940 | $11.8M | 0.01% | +119,700+96.3% | Added |
| Jones Financial Companies LLLP | 256,250 | $11.7M | 0.01% | +246,857+2,628.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 239,753 | $11.6M | 0.01% | +19,621+8.9% | Added |
| Brown Advisory Inc | 239,545 | $11.6M | 0.02% | +27,121+12.8% | Added |
| Sit Investment Associates Inc | 239,215 | $11.6M | 0.23% | −22,825−8.7% | Reduced |
| Price T Rowe Associates Inc | 236,549 | $11.4M | 0.00% | +24,435+11.5% | Added |
| DnB Asset Management AS | 236,261 | $11.4M | 0.04% | −6,552−2.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 223,719 | $10.8M | 0.87% | +19,096+9.3% | Added |
| HSBC Holdings PLC | 212,167 | $10.3M | 0.01% | +103,552+95.3% | Added |
| MetLife Investment Management | 208,822 | $10.1M | 0.05% | +11,110+5.6% | Added |
| Royal London Asset Management Ltd | 205,869 | $9.96M | 0.02% | −4,995−2.4% | Reduced |
| Point72 Asset Management, L.P. | 203,000 | $9.82M | 0.02% | +203,000 | New |
| Gator Capital Management, LLC | 191,195 | $9.25M | 1.97% | +27,060+16.5% | Added |
| Oppenheimer & Co Inc | 191,081 | $9.25M | 0.11% | −2,377−1.2% | Reduced |
| Fifth Third Bancorp | 182,418 | $8.83M | 0.02% | +65,544+56.1% | Added |
| Standard Life Aberdeen plc | 180,914 | $8.75M | 0.01% | +5,206+3.0% | Added |
| Schonfeld Strategic Advisors LLC | 176,712 | $8.55M | 0.07% | +176,712 | New |
| Citigroup Inc | 165,350 | $8.00M | 0.01% | −7,476−4.3% | Reduced |
| Stifel Financial Corp | 163,766 | $7.92M | 0.01% | +865+0.5% | Added |
| Capital International Inc | 160,648 | $7.77M | 0.06% | +35,228+28.1% | Added |
| Lazard Asset Management LLC | 160,477 | $7.77M | 0.01% | −4,237−2.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 160,000 | $7.74M | 0.34% | +160,000 | New |