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 |
|---|---|---|---|---|---|
| Adkins Seale Capital Management LLC | 546 | $26.4K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 568 | $27.5K | 0.01% | +568 | New |
| Deseret Mutual Benefit Administrators | 584 | $28.3K | 0.01% | +272+87.2% | Added |
| Central Trust Co | 600 | $29.0K | 0.00% | −7−1.2% | Reduced |
| Golden State Wealth Management, LLC | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 627 | $30.3K | 0.01% | +25+4.2% | Added |
| Motco | 642 | $31.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 704 | $34.1K | 0.00% | +84+13.5% | Added |
| Oakworth Capital, Inc. | 708 | $34.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 713 | $34.5K | 0.00% | −303−29.8% | Reduced |
| Cornerstone Planning Group LLC | 680 | $34.9K | 0.00% | +139+25.7% | Added |
| Cary Street Partner Investment Advisory LLC | 740 | $35.8K | 0.01% | −215−22.5% | Reduced |
| Community Bank, N.A. | 772 | $37.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 805 | $39.0K | 0.00% | +393+95.4% | Added |
| Harbour Investments, Inc. | 810 | $39.1K | 0.00% | +582+255.3% | Added |
| Bartlett & Co. Wealth Management LLC | 811 | $40.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 882 | $42.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 958 | $46.4K | 0.01% | −130−11.9% | Reduced |
| Bessemer Group Inc | 956 | $47.0K | 0.00% | −709−42.6% | Reduced |
| Mather Group, LLC. | 1,000 | $48.4K | 0.00% | +1,000 | New |
| CVA Family Office, LLC | 1,003 | $48.5K | 0.01% | +138+16.0% | Added |
| LRI Investments, LLC | 1,035 | $50.1K | 0.00% | +86+9.1% | Added |
| Los Angeles Capital Management LLC | 1,120 | $54.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,148 | $55.6K | 0.00% | −1,801−61.1% | Reduced |
| GHP Investment Advisors, Inc. | 1,186 | $57.4K | 0.00% | +1,186 | New |
| Oslo Pensjonsforsikring AS | 1,199 | $58.0K | 0.01% | +1,199 | New |
| Smartleaf Asset Management LLC | 1,294 | $60.1K | 0.00% | −333−20.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,252 | $60.6K | 0.01% | −31−2.4% | Reduced |
| Quadrant Capital Group LLC | 1,325 | $64.1K | 0.00% | −2−0.2% | Reduced |
| Allworth Financial LP | 1,334 | $64.5K | 0.00% | +613+85.0% | Added |
| Gold Investment Management Ltd. | 1,382 | $66.9K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,400 | $67.7K | 0.01% | −700−33.3% | Reduced |
| Parallel Advisors, LLC | 1,447 | $70.0K | 0.00% | +44+3.1% | Added |
| Valley National Advisers Inc | 1,520 | $73.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,529 | $74.0K | 0.00% | +152+11.0% | Added |
| Bogart Wealth, LLC | 1,602 | $77.5K | 0.00% | +31+2.0% | Added |
| FIL Ltd | 1,621 | $78.4K | 0.00% | +1,621 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $82.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,717 | $83.1K | 0.00% | −328−16.0% | Reduced |
| Huntington National Bank | 1,771 | $85.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,876 | $90.8K | 0.00% | +533+39.7% | Added |
| Wellington Shields & Co., LLC | 1,963 | $95.0K | 0.02% | −135−6.4% | Reduced |
| Tema ETFs LLC | 2,014 | $97.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 2,015 | $97.5K | 0.00% | +948+88.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,082 | $100.7K | 0.01% | −99−4.5% | Reduced |
| Tower View Investment Management & Research LLC | 2,273 | $110.0K | 0.06% | +15+0.7% | Added |
| Sunbelt Securities, Inc. | 2,290 | $110.8K | 0.01% | +500+27.9% | Added |
| Advisory Services Network, LLC | 2,490 | $120.5K | 0.00% | +2,490 | New |
| Nisa Investment Advisors, LLC | 2,598 | $125.7K | 0.00% | −845−24.5% | Reduced |
| Bryn Mawr Trust Co | 2,816 | $136.3K | 0.00% | +2,700+2,327.6% | Added |
| Western Pacific Wealth Management, LP | 2,849 | $137.9K | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 2,956 | $143.0K | 0.00% | −414−12.3% | Reduced |
| Old Point Trust & Financial Services N A | 3,000 | $145.2K | 0.05% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $160.3K | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 3,500 | $169.4K | 0.14% | −16,100−82.1% | Reduced |
| Stelac Advisory Services LLC | 3,590 | $173.7K | 0.04% | −920−20.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,694 | $178.3K | 0.00% | −42−1.1% | Reduced |
| Umb Bank N A | 3,929 | $190.1K | 0.00% | −456−10.4% | Reduced |
| Equitable Holdings, Inc. | 3,399 | $200.9K | 0.00% | −66−1.9% | Reduced |
| SlateStone Wealth, LLC | 4,154 | $201.0K | 0.02% | −2,875−40.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,161 | $201.4K | 0.00% | +4,161 | New |
| Larson Financial Group LLC | 4,240 | $205.2K | 0.01% | +615+17.0% | Added |
| Pictet & Cie (Europe) SA | 4,250 | $205.7K | 0.00% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,253 | $205.8K | 0.13% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,283 | $207.3K | 0.00% | −1,155−21.2% | Reduced |
| Twin Tree Management, LP | 4,284 | $207.3K | 0.04% | +4,284 | New |
| Glenmede Trust Co NA | 4,316 | $208.9K | 0.00% | −233−5.1% | Reduced |
| DMG Group, LLC | 4,325 | $209.3K | 0.14% | −2,437−36.0% | Reduced |
| Stamos Capital Partners, L.P. | 4,382 | $212.0K | 0.03% | +4,382 | New |
| Barrett & Company, Inc. | 4,406 | $213.2K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 4,411 | $213.4K | 0.00% | −750−14.5% | Reduced |
| Cornerstone Select Advisors, LLC | 4,415 | $213.6K | 0.13% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,431 | $214.4K | 0.03% | 00.0% | Unchanged |
| PMG Family Office LLC | 4,481 | $216.8K | 0.24% | +72+1.6% | Added |
| Herold Advisors, Inc. | 4,500 | $217.8K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,520 | $218.7K | 0.00% | −9,052−66.7% | Reduced |
| Vestcor Inc | 4,543 | $220.0K | 0.01% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 4,548 | $220.1K | 0.10% | −24−0.5% | Reduced |
| Diversify Wealth Management, LLC | 4,618 | $220.8K | 0.00% | +4,618 | New |
| Snowden Capital Advisors LLC | 4,581 | $221.7K | 0.01% | −2,885−38.6% | Reduced |
| United Capital Financial Advisers, LLC | 4,609 | $223.1K | 0.00% | −2,505−35.2% | Reduced |
| Dynamic Advisor Solutions LLC | 4,681 | $226.5K | 0.01% | +9+0.2% | Added |
| Macquarie Group Ltd | 4,686 | $226.8K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,730 | $228.9K | 0.01% | +398+9.2% | Added |
| Vise Technologies, Inc. | 3,874 | $229.0K | 0.00% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 4,758 | $230.2K | 0.05% | +4,758 | New |
| Colony Group, LLC | 4,760 | $230.4K | 0.00% | −3,658−43.5% | Reduced |
| Tranquility Partners, LLC | 4,815 | $233.0K | 0.09% | −118−2.4% | Reduced |
| EntryPoint Capital, LLC | 4,943 | $239.2K | 0.07% | +4,943 | New |
| Hamilton Capital Partners Inc. | 4,976 | $240.8K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,700 | $241.0K | 0.01% | +4,700 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $241.9K | 0.00% | +5,000 | New |
| M&T Bank Corp | 5,001 | $242.0K | 0.00% | −384−7.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,008 | $242.3K | 0.02% | +8+0.2% | Added |
| Leonteq Securities AG | 5,013 | $242.6K | 0.01% | +2,797+126.2% | Added |
| Farther Finance Advisors, LLC | 5,215 | $247.3K | 0.00% | +629+13.7% | Added |
| KRS Capital Management, LLC | 5,120 | $247.8K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,129 | $248.2K | 0.01% | −10−0.2% | Reduced |
| BFSG, LLC | 5,266 | $254.8K | 0.02% | +351+7.1% | Added |
| Alpine Global Management, LLC | 5,290 | $256.0K | 0.04% | +5,290 | New |