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 |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 5,312 | $257.0K | 0.10% | +1,616+43.7% | Added |
| Jaffetilchin Investment Partners, LLC | 5,317 | $257.3K | 0.02% | −306−5.4% | Reduced |
| Ostrum Asset Management | 5,345 | $258.6K | 0.01% | +4,326+424.5% | Added |
| Sym Financial Corp | 5,382 | $260.4K | 0.03% | +83+1.6% | Added |
| Fayez Sarofim & Co | 5,399 | $261.3K | 0.00% | −1,450−21.2% | Reduced |
| Profund Advisors LLC | 5,409 | $261.7K | 0.01% | −64−1.2% | Reduced |
| Gateway Wealth Partners, LLC | 5,460 | $264.2K | 0.01% | +5,460 | New |
| Westbourne Investment Advisors, Inc. | 5,500 | $266.1K | 0.08% | −300−5.2% | Reduced |
| AE Wealth Management LLC | 5,576 | $269.8K | 0.00% | +5,576 | New |
| Sagewood Asset Management LP | 5,599 | $270.9K | 0.08% | −1,306−18.9% | Reduced |
| Integrated Advisors Network LLC | 5,617 | $271.8K | 0.01% | −41,817−88.2% | Reduced |
| Triad Wealth Partners, LLC | 5,689 | $275.3K | 0.02% | +845+17.4% | Added |
| 1832 Asset Management L.P. | 5,735 | $277.5K | 0.00% | −2,235−28.0% | Reduced |
| Independent Financial Group, LLC | 5,750 | $278.2K | 0.01% | −1,800−23.8% | Reduced |
| Visionary Wealth Advisors | 5,856 | $283.4K | 0.01% | −298−4.8% | Reduced |
| Prentice Wealth Management LLC | 5,870 | $284.0K | 0.06% | +46+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,906 | $285.8K | 0.00% | −17,358−74.6% | Reduced |
| Pictet North America Advisors SA | 5,950 | $287.9K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,012 | $290.9K | 0.00% | +156+2.7% | Added |
| Comprehensive Money Management Services LLC | 6,025 | $291.6K | 0.19% | +2,265+60.2% | Added |
| Spirit of America Management Corp | 6,050 | $292.8K | 0.06% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 6,065 | $293.5K | 0.09% | +6,065 | New |
| Pallas Capital Advisors LLC | 6,129 | $296.6K | 0.01% | +86+1.4% | Added |
| Equitable Trust Co | 6,235 | $301.7K | 0.01% | −162−2.5% | Reduced |
| STRS Ohio | 6,255 | $302.7K | 0.00% | −10−0.2% | Reduced |
| Kovack Advisors, Inc. | 6,388 | $302.8K | 0.02% | −1,673−20.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $308.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,368 | $308.1K | 0.01% | −456−6.7% | Reduced |
| Private Advisor Group, LLC | 6,429 | $311.1K | 0.00% | +863+15.5% | Added |
| Triangle Securities Wealth Management | 6,430 | $311.1K | 0.07% | −38−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,513 | $315.2K | 0.02% | +32+0.5% | Added |
| We Are One Seven, LLC | 6,538 | $316.4K | 0.01% | +645+10.9% | Added |
| Robertson Stephens Wealth Management, LLC | 6,595 | $319.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 6,705 | $324.5K | 0.01% | +1,505+28.9% | Added |
| Summit Financial, LLC | 6,752 | $326.7K | 0.00% | −31−0.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $329.1K | 0.00% | 00.0% | Unchanged |
| Promethium Advisors,llc | 6,894 | $333.6K | 0.17% | −370−5.1% | Reduced |
| Keebeck Wealth Management, LLC | 6,955 | $336.6K | 0.04% | −102−1.4% | Reduced |
| National Asset Management, Inc. | 7,269 | $337.4K | 0.02% | +20.0% | Added |
| Blue Rock Wealth Management LLC | 7,000 | $338.7K | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,017 | $339.6K | 0.00% | +3,178+82.8% | Added |
| FJ Capital Management LLC | 7,055 | $341.4K | 0.04% | +7,055 | New |
| Wedmont Private Capital | 7,138 | $343.9K | 0.01% | +1,126+18.7% | Added |
| Principle Wealth Partners LLC | 7,131 | $345.1K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 7,141 | $345.6K | 0.01% | +32+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 7,469 | $361.4K | 0.01% | +734+10.9% | Added |
| North Dakota State Investment Board | 7,646 | $370.0K | 0.02% | −1,562−17.0% | Reduced |
| Abn Amro Investment Solutions | 7,789 | $376.9K | 0.00% | +422+5.7% | Added |
| VestGen Advisors, LLC | 7,576 | $379.1K | 0.01% | −4,495−37.2% | Reduced |
| Hantz Financial Services, Inc. | 8,046 | $389.0K | 0.01% | +2,987+59.0% | Added |
| Quantbot Technologies LP | 8,044 | $389.2K | 0.02% | +8,044 | New |
| EdgeRock Capital LLC | 8,045 | $389.3K | 0.11% | +481+6.4% | Added |
| Segment Wealth Management, LLC | 8,200 | $396.8K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,263 | $399.8K | 0.00% | +4,844+141.7% | Added |
| Sequoia Financial Advisors, LLC | 8,290 | $401.2K | 0.00% | +697+9.2% | Added |
| Legato Capital Management LLC | 8,340 | $403.6K | 0.04% | −5,539−39.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,363 | $404.7K | 0.01% | +3,000+55.9% | Added |
| E&G Advisors, LP | 8,600 | $416.2K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,618 | $417.0K | 0.00% | +5+0.1% | Added |
| Shelton Capital Management | 8,676 | $419.8K | 0.01% | +1,116+14.8% | Added |
| Saudi Central Bank | 8,678 | $419.9K | 0.01% | +8,678 | New |
| Sterling Capital Management LLC | 8,816 | $426.6K | 0.01% | −6,689−43.1% | Reduced |
| Greenwood Capital Associates LLC | 8,859 | $428.7K | 0.05% | −319−3.5% | Reduced |
| NewEdge Wealth, LLC | 9,044 | $437.6K | 0.01% | +35+0.4% | Added |
| GAMMA Investing LLC | 9,062 | $438.5K | 0.02% | +48+0.5% | Added |
| Fiduciary Group LLC | 9,164 | $443.4K | 0.04% | +164+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $452.4K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,370 | $453.4K | 0.00% | +2,565+37.7% | Added |
| Two Sigma Securities, LLC | 9,575 | $463.3K | 0.05% | +6,153+179.8% | Added |
| Adage Capital Partners GP, L.L.C. | 9,901 | $479.1K | 0.00% | +9,901 | New |
| Retirement Planning Co of New England, Inc. | 9,915 | $479.8K | 0.20% | +424+4.5% | Added |
| TBH Global Asset Management, LLC | 10,035 | $485.6K | 0.10% | +222+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 10,208 | $494.0K | 0.00% | +1,893+22.8% | Added |
| Fort Sheridan Advisors LLC | 10,300 | $498.4K | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 10,341 | $500.4K | 0.03% | +10,341 | New |
| Bearing Point Capital, LLC | 10,390 | $502.8K | 0.08% | −16,933−62.0% | Reduced |
| ProShare Advisors LLC | 10,408 | $503.6K | 0.00% | +20.0% | Added |
| Siemens Fonds Invest GmbH | 10,429 | $504.7K | 0.03% | +252+2.5% | Added |
| Tritonpoint Wealth, LLC | 10,525 | $509.3K | 0.05% | +9+0.1% | Added |
| Moors & Cabot, Inc. | 10,879 | $526.4K | 0.02% | +1,425+15.1% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $532.3K | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 11,085 | $536.4K | 0.07% | −236−2.1% | Reduced |
| J.W. Cole Advisors, Inc. | 11,097 | $537.0K | 0.02% | −213−1.9% | Reduced |
| Tobam | 11,116 | $538.0K | 0.14% | +5,610+101.9% | Added |
| Capstone Investment Advisors, LLC | 11,143 | $539.2K | 0.00% | +11,143 | New |
| Everhart Financial Group, Inc. | 11,145 | $539.3K | 0.05% | −1,906−14.6% | Reduced |
| North Star Investment Management Corp. | 11,210 | $542.5K | 0.03% | +98+0.9% | Added |
| Rakuten Investment Management, Inc. | 11,738 | $544.9K | 0.00% | +1,778+17.9% | Added |
| US Bancorp | 11,579 | $560.3K | 0.00% | −466−3.9% | Reduced |
| Carret Asset Management, LLC | 11,640 | $563.3K | 0.06% | +975+9.1% | Added |
| Skopos Labs, Inc. | 11,795 | $570.8K | 0.02% | +2,566+27.8% | Added |
| CIBC Bancorp USA Inc. | 11,815 | $571.7K | 0.00% | +11,815 | New |
| Sterneck Capital Management, LLC | 11,883 | $575.0K | 0.26% | +4,758+66.8% | Added |
| Polymer Capital Management (US) LLC | 12,122 | $586.6K | 0.09% | −6,232−34.0% | Reduced |
| Blair William & Co | 12,237 | $592.1K | 0.00% | −5,011−29.1% | Reduced |
| First Manhattan Co | 12,250 | $592.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,275 | $594.0K | 0.02% | −578−4.5% | Reduced |
| 44 Wealth Management LLC | 12,311 | $595.7K | 0.21% | −106−0.9% | Reduced |
| Stiles Financial Services Inc | 12,439 | $601.9K | 0.18% | +51+0.4% | Added |
| Schroder Investment Management Group | 13,062 | $606.3K | 0.00% | +972+8.0% | Added |