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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.

Institutional holdersQ1 2026: 604 institutions
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value heldQ1 2026: $10.6B
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2025.

Institutions holding CG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Proffitt & Goodson Inc10$100.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd1$480.00%+1New
Curio Wealth, LLC1$480.00%+1New
Birchbrook, Inc.53$510.00%00.0%Unchanged
Crewe Advisors LLC2$970.00%00.0%Unchanged
Raffa Wealth Management, LLC2$970.00%+2New
3 Factor Indexing, LLC2$970.00%+2New
Moisand Fitzgerald Tamayo, LLC121$1150.00%00.0%Unchanged
CoreCap Advisors, LLC3$1450.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1460.00%+3New
MV Capital Management, Inc.4$1940.00%00.0%Unchanged
Dunhill Financial, LLC5$2760.00%−1−16.7%Reduced
Vermillion Wealth Management, Inc.6$2900.00%+6New
Seneschal Advisors, LLC6$2910.00%−2−25.0%Reduced
Financial Management Professionals, Inc.7$3390.00%00.0%Unchanged
Intentional Wealth Strategies, LLC7$3390.00%+7New
Investors Portfolio Services LLC7$3430.00%+7New
American Capital Advisory, LLC9$4360.00%−3−25.0%Reduced
TopTier Wealth Management, LLC9$4360.00%+9New
Bernard Wealth Management Corp.500$4750.00%00.0%Unchanged
Creative Financial Designs Inc10$4840.00%00.0%Unchanged
Quaker Wealth Management, LLC10$4840.00%+3+42.9%Added
Torren Management, LLC13$6100.00%−214−94.3%Reduced
HFM Investment Advisors, LLC13$6290.00%−2−13.3%Reduced
Sunrise Financial Services, LLC13$6290.00%00.0%Unchanged
Cornerstone Financial Management LLC14$6770.00%00.0%Unchanged
1015 Capital Partners, LLC16$7740.00%−2−11.1%Reduced
Kilter Group LLC21$1.03K0.00%00.0%Unchanged
Insight Financial Services23$1.15K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC24$1.16K0.00%00.0%Unchanged
Signature Equity Partners, LLC25$1.23K0.00%00.0%Unchanged
Rialto Wealth Management, LLC27$1.31K0.00%+2+8.0%Added
WPG Advisers, LLC29$1.40K0.00%−6−17.1%Reduced
Bay Harbor Wealth Management, LLC29$1.40K0.00%+4+16.0%Added
Hughes Financial Services, LLC30$1.45K0.00%+2+7.1%Added
Benson Wealth Management INC33$1.60K0.00%00.0%Unchanged
JNBA Financial Advisors35$1.69K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC35$1.69K0.00%00.0%Unchanged
True Wealth Design, LLC40$1.94K0.00%00.0%Unchanged
Stone House Investment Management, LLC41$1.98K0.00%+41New
JPL Wealth Management, LLC45$2.18K0.00%+45New
DiNuzzo Private Wealth, Inc.46$2.23K0.00%−1−2.1%Reduced
SHP Wealth Management48$2.32K0.00%00.0%Unchanged
Bravera Wealth48$2.32K0.00%00.0%Unchanged
Activest Wealth Management48$2.32K0.00%+48New
Principia Wealth Advisory, LLC49$2.37K0.00%+9+22.5%Added
South State Corp.50$2.42K0.00%−47−48.5%Reduced
Colonial Trust Advisors50$2.42K0.00%+50New
Versant Capital Management, Inc51$2.47K0.00%+20+64.5%Added
Cromwell Holdings LLC53$2.56K0.00%+35+194.4%Added
Bare Financial Services, Inc54$2.61K0.00%+54New
Private Wealth Management Group, LLC54$2.61K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC57$2.76K0.00%00.0%Unchanged
Key Capital Management, INC58$2.81K0.00%+58New
Tidemark, LLC59$2.85K0.00%+59New
Brown, Lisle/Cummings, Inc.69$3.34K0.00%+69New
Cullen/Frost Bankers, Inc.71$3.42K0.00%+16+29.1%Added
S&T Bank94$4.55K0.00%−536−85.1%Reduced
Clark Wealth Partners98$4.74K0.00%−32−24.6%Reduced
Glen Eagle Advisors, LLC100$4.84K0.00%−100−50.0%Reduced
Teachers Insurance & Annuity Association of America101$4.89K0.01%00.0%Unchanged
Avion Wealth120$5.00K0.00%+41+51.9%Added
Ronald Blue Trust, Inc.118$5.71K0.00%−50−29.8%Reduced
First Horizon Corp122$5.90K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.122$5.91K0.00%+70+134.6%Added
Rossby Financial, LCC135$6.40K0.00%+96+246.2%Added
Fortitude Family Office, LLC134$6.48K0.00%−116−46.4%Reduced
Zions Bancorporation, National Association134$6.48K0.00%+123+1,118.2%Added
Hilton Head Capital Partners, LLC138$6.68K0.00%00.0%Unchanged
Colonial Trust Co144$6.97K0.00%−3−2.0%Reduced
SJS Investment Consulting Inc.158$7.65K0.00%+105+198.1%Added
JFS Wealth Advisors, LLC180$8.71K0.00%−10−5.3%Reduced
Global X Japan Co., Ltd.198$9.58K0.00%+198New
Bruce G. Allen Investments, LLC199$9.63K0.01%+79+65.8%Added
Edmond de Rothschild Holding S.A.200$9.68K0.00%−2,010−91.0%Reduced
Align Financial, LLC202$9.78K0.01%−11,738−98.3%Reduced
AdvisorNet Financial, Inc203$9.82K0.00%+4+2.0%Added
Covestor Ltd212$10.0K0.01%−1,231−85.3%Reduced
Quent Capital, LLC207$10.0K0.00%+115+125.0%Added
Farmers & Merchants Investments Inc230$11.1K0.00%00.0%Unchanged
Darwin Advisors, LLC244$11.8K0.00%+2+0.8%Added
Atlantic Trust, LLC250$12.1K0.00%00.0%Unchanged
Raiffeisen Bank International AG262$12.2K0.00%00.0%Unchanged
NBT Bank N A266$12.9K0.00%+207+350.8%Added
Financial Consulate, Inc273$13.2K0.00%+12+4.6%Added
Brown Brothers Harriman & Co275$13.3K0.00%−44−13.8%Reduced
Bell Investment Advisors, Inc276$13.4K0.00%+106+62.4%Added
Twin Peaks Wealth Advisors, LLC276$13.4K0.00%+276New
EFG International AG280$13.5K0.00%+280New
Albion Financial Group289$14.0K0.00%+16+5.9%Added
Proathlete Wealth Management LLC297$14.4K0.00%00.0%Unchanged
TSFG, LLC300$15.0K0.00%00.0%Unchanged
CX Institutional333$16.0K0.00%+309+1,287.5%Added
Owl Creek Wealth Partners LLC365$17.7K0.01%+365New
Capital Advisors, Ltd. LLC399$19.0K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC404$19.5K0.01%−591−59.4%Reduced
High Note Wealth, LLC417$20.2K0.00%+109+35.4%Added
Parkside Financial Bank & Trust474$22.9K0.00%+326+220.3%Added
Intesa Sanpaolo Wealth Management500$24.2K0.01%+500New
Root Financial Partners, LLC509$24.6K0.00%−88−14.7%Reduced