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Carlyle Group Inc.

CG
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Nasdaq
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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

Q1 2026 vs. Q4 2025

How the institutions holding Carlyle Group Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CG: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders6278604−15
Shares229.1M31.5M219.0M+21.5M (+10.9%)
Value$13.5B$1.86B$10.6B−$1.08B (−9.2%)

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Carlyle Group Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CG in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC11,819,550$571.9M0.03%
Vanguard Capital Management LLC11,393,671$551.3M0.01%
Vanguard Fiduciary Trust Co1,606,839$77.8M0.02%
Regents of the University of California1,516,016$73.4M2.44%
Prana Capital Management, LP650,586$31.5M0.97%
Vanguard Asset Management, Ltd474,701$23.0M0.02%
Woodline Partners LP351,606$17.0M0.06%
Holocene Advisors, LP317,967$15.4M0.04%
Soros Fund Management LLCSuperinvestorSoros Fund Management244,985$11.9M0.16%
Point72 Asset Management, L.P.203,000$9.82M0.02%
Schonfeld Strategic Advisors LLC176,712$8.55M0.07%
BW Gestao de Investimentos Ltda.160,000$7.74M0.34%
Cinctive Capital Management LP155,284$7.51M0.49%
Renaissance Technologies LLC136,700$6.61M0.01%
HRT Financial LP129,768$6.28M0.02%
Vanguard Global Advisers, LLC127,644$6.18M0.00%
Vanguard Investments Australia, Ltd.107,758$5.21M0.02%
XTX Topco Ltd102,073$4.94M0.09%
Entropy Technologies, LP96,565$4.67M0.22%
Twinbeech Capital LP93,488$4.52M0.47%
Winton Group Ltd92,262$4.46M0.16%
Y-Intercept (Hong Kong) Ltd83,153$4.02M0.08%
Polar Asset Management Partners Inc.74,007$3.58M0.09%
SEB Asset Management AB50,434$2.44M0.01%
Brevan Howard Capital Management LP48,132$2.33M0.02%
Lalia Capital, LLC42,000$2.03M1.28%
Lighthouse Investment Partners, LLC33,699$1.63M0.06%
Osmosis Investment Management UK Ltd19,812$958.7K0.03%
SIH Partners, LLLP18,600$900.1K0.03%
CIBC Bancorp USA Inc.11,815$571.7K0.00%
Capstone Investment Advisors, LLC11,143$539.2K0.00%
Evolve Private Wealth, LLC10,341$500.4K0.03%
Adage Capital Partners GP, L.L.C.9,901$479.1K0.00%
Saudi Central Bank8,678$419.9K0.01%
Quantbot Technologies LP8,044$389.2K0.02%
FJ Capital Management LLC7,055$341.4K0.04%
AlphaGrep UK Ltd6,065$293.5K0.09%
AE Wealth Management LLC5,576$269.8K0.00%
Gateway Wealth Partners, LLC5,460$264.2K0.01%
Alpine Global Management, LLC5,290$256.0K0.04%
Bank Julius Baer & Co. Ltd, Zurich5,000$241.9K0.00%
Krilogy Financial LLC4,700$241.0K0.01%
EntryPoint Capital, LLC4,943$239.2K0.07%
Oasis Advisors, LLC4,758$230.2K0.05%
Diversify Wealth Management, LLC4,618$220.8K0.00%
Stamos Capital Partners, L.P.4,382$212.0K0.03%
Twin Tree Management, LP4,284$207.3K0.04%
Mount Yale Investment Advisors, LLC4,161$201.4K0.00%
Advisory Services Network, LLC2,490$120.5K0.00%
FIL Ltd1,621$78.4K0.00%
Oslo Pensjonsforsikring AS1,199$58.0K0.01%
GHP Investment Advisors, Inc.1,186$57.4K0.00%
Mather Group, LLC.1,000$48.4K0.00%
Main Street Group, LTD568$27.5K0.01%
Intesa Sanpaolo Wealth Management500$24.2K0.01%
Owl Creek Wealth Partners LLC365$17.7K0.01%
EFG International AG280$13.5K0.00%
Twin Peaks Wealth Advisors, LLC276$13.4K0.00%
Global X Japan Co., Ltd.198$9.58K0.00%
Brown, Lisle/Cummings, Inc.69$3.34K0.00%
Tidemark, LLC59$2.85K0.00%
Key Capital Management, INC58$2.81K0.00%
Bare Financial Services, Inc54$2.61K0.00%
Colonial Trust Advisors50$2.42K0.00%
Activest Wealth Management48$2.32K0.00%
JPL Wealth Management, LLC45$2.18K0.00%
Stone House Investment Management, LLC41$1.98K0.00%
TopTier Wealth Management, LLC9$4360.00%
Investors Portfolio Services LLC7$3430.00%
Intentional Wealth Strategies, LLC7$3390.00%
Vermillion Wealth Management, Inc.6$2900.00%
Prestige Wealth Management Group LLC3$1460.00%
Raffa Wealth Management, LLC2$970.00%
3 Factor Indexing, LLC2$970.00%
Caitong International Asset Management Co., Ltd1$480.00%
Curio Wealth, LLC1$480.00%

Sold out (91)

Institutions that held Carlyle Group Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CG in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Boston Partners5,533,198$327.2M
Capital International Investors1,713,670$101.3M
Marshall Wace, LLP742,257$43.9M
Kames Capital plc306,433$18.1M
Balyasny Asset Management LLC226,712$13.4M
Citadel Advisors LLC219,275$13.0M
SOL Capital Management CO185,934$11.0M
Channing Capital Management, LLC159,229$9.41M
River Road Asset Management, LLC152,601$9.02M
Skandinaviska Enskilda Banken AB (publ)130,954$7.74M
Worldquant Millennium Advisors LLC91,592$5.41M
Woodbridge Co Ltd63,000$3.72M
Assenagon Asset Management S.A.61,998$3.66M
Landscape Capital Management, L.L.C.56,231$3.32M
JRM Investment Counsel, LLC54,921$3.25M
Verition Fund Management LLC50,100$2.96M
Empire Financial Management Company, LLC36,500$2.16M
CenterBook Partners LP35,199$2.08M
Park Circle Co34,765$2.05M
Element Capital Management LLC34,476$2.04M
Pinebridge Investments LLC33,977$2.01M
Simplex Trading, LLC33,129$1.96M
FFG Partners, LLC27,119$1.60M
Tocqueville Asset Management L.P.26,250$1.55M
ExodusPoint Capital Management, LP24,646$1.46M
Edgestream Partners, L.P.22,113$1.31M
Inceptionr LLC21,233$1.26M
Massar Capital Management, LP20,075$1.19M
Capstone Capital Management Ltd16,554$978.5K
Nilsine Partners, LLC16,084$950.7K
Verdence Capital Advisors LLC13,032$770.3K
Nomura Asset Management International Inc.9,600$567.0K
Jefferies Financial Group Inc.9,000$532.0K
Forum Financial Management, LP8,886$525.3K
Cynosure Management, LLC7,770$459.3K
Teacher Retirement System of Texas7,753$458.3K
Diversify Advisory Services, LLC6,897$452.6K
Fieldview Capital Management, LLC7,006$414.1K
SRS Capital Advisors, Inc.6,568$388.2K
Advisor OS, LLC5,504$325.3K
HighPoint Advisor Group LLC5,497$324.9K
MJP Associates Inc5,343$315.8K
Jump Financial, LLC4,873$288.0K
Rafferty Asset Management, LLC4,361$257.8K
Mirador Capital Partners LP4,059$239.9K
Thurston, Springer, Miller, Herd & Titak, Inc.4,008$236.9K
UniSuper Management Pty Ltd4,000$236.4K
Fielder Capital Group LLC3,984$235.5K
Crossmark Global Holdings, Inc.3,914$231.4K
AlphaCore Capital LLC3,819$225.7K
David R. Rahn & Associates Inc.3,805$224.9K
International Assets Investment Management, LLC3,735$220.8K
Callan Family Office, LLC3,712$219.4K
Sowell Financial Services LLC3,680$217.5K
GW Henssler & Associates Ltd3,673$217.1K
Carnegie Lake Advisors LLC3,665$216.6K
RSM US Wealth Management LLC3,572$214.8K
Toroso Investments, LLC3,631$214.6K
Baird Financial Group, Inc.3,606$213.2K
Capital Investment Counsel, Inc3,600$212.8K
Lido Advisors, LLC3,335$208.7K
Sagespring Wealth Partners, LLC3,435$203.1K
Stock Yards Bank & Trust Co3,425$202.5K
Brown Miller Wealth Management, LLC3,400$201.0K
TCW Group Inc3,390$200.4K
Quest Partners LLC1,940$114.7K
Ancora Advisors, LLC1,533$90.6K
SageView Advisory Group, LLC1,196$70.7K
Delos Wealth Advisors, LLC1,003$59.3K
Quattro Advisors LLC293$17.3K
Cape Investment Advisory, Inc.275$16.3K
Bokf, NA274$16.2K
Berbice Capital Management LLC200$11.8K
Fideuram Asset Management (Ireland) dac199$10.0K
Modus Advisors, LLC148$8.75K
Vision Financial Markets LLC103$6.07K
Meeder Asset Management Inc102$6.03K
Battery Global Advisors, LLC65$3.84K
Quarry LP64$3.78K
United Community Bank63$3.72K
Comprehensive Financial Planning, Inc.51$3.01K
Turning Point Benefit Group, Inc.21$1.24K
Johnson Financial Group, Inc.20$1.18K
Valued Wealth Advisors LLC14$828
Manchester Capital Management LLC11$651
Atlantic Private Wealth, LLC10$595
Wealth Watch Advisors, INC8$473
Dogwood Wealth Management LLC8$473
Davis Capital Management7$414
Eastern Bank3$177
Elyxium Wealth, LLC3$177

Not filed for Q1 2026 yet (8)

Institutions that held Carlyle Group Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc26,368,246$1.56B
Norges Bank4,876,621$288.3M
Forsta Ap-Fonden164,100$9.70M
Comerica Bank85,861$5.08M
Meketa Investment Group Inc28,398$1.68M
CIBC World Markets Corp8,158$482.2K
Global Retirement Partners, LLC7,485$442.4K
CIBC Private Wealth Group, LLC1,759$104.0K