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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 12,601 | $609.0K | 0.04% | +44+0.4% | Added |
| TD Private Client Wealth LLC | 12,732 | $616.1K | 0.01% | +259+2.1% | Added |
| Legacy Financial Advisors, Inc. | 13,002 | $629.2K | 0.09% | +1,319+11.3% | Added |
| ASR Vermogensbeheer N.V. | 13,281 | $642.7K | 0.01% | +179+1.4% | Added |
| Credit Agricole S A | 13,335 | $645.3K | 0.00% | +7,635+133.9% | Added |
| Maryland State Retirement & Pension System | 13,486 | $652.6K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,825 | $669.0K | 0.00% | +9,896+251.9% | Added |
| HB Wealth Management, LLC | 13,883 | $671.8K | 0.00% | +1,657+13.6% | Added |
| Stablepoint Partners, LLC | 14,177 | $686.0K | 0.10% | −10.0% | Reduced |
| Havemeyer Place LP | 14,236 | $688.9K | 0.08% | +9,591+206.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,260 | $690.0K | 0.00% | −5,462−27.7% | Reduced |
| Kestra Advisory Services, LLC | 14,726 | $712.6K | 0.00% | −911−5.8% | Reduced |
| Warren Averett Asset Management, LLC | 14,848 | $718.5K | 0.01% | +3,056+25.9% | Added |
| Arete Wealth Advisors, LLC | 14,920 | $722.0K | 0.05% | −211−1.4% | Reduced |
| Empowered Funds, LLC | 15,199 | $735.5K | 0.00% | +3,237+27.1% | Added |
| National Pension Service | 15,248 | $737.9K | 0.00% | +1,500+10.9% | Added |
| CIBC Asset Management Inc | 15,269 | $738.9K | 0.00% | +609+4.2% | Added |
| Clearstead Advisors, LLC | 15,301 | $740.4K | 0.01% | −676−4.2% | Reduced |
| Guinness Asset Management LTD | 15,464 | $748.3K | 0.01% | −167−1.1% | Reduced |
| CWM, LLC | 15,477 | $748.9K | 0.00% | +3,128+25.3% | Added |
| Benjamin Edwards Inc | 15,503 | $750.2K | 0.01% | −620−3.8% | Reduced |
| O'Rourke & Company, Inc | 15,512 | $750.6K | 0.30% | +67+0.4% | Added |
| Baldwin Brothers Inc | 15,720 | $760.7K | 0.06% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 16,369 | $792.1K | 0.42% | +58+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 16,506 | $798.7K | 0.00% | −865−5.0% | Reduced |
| Pathstone Holdings, LLC | 16,672 | $806.7K | 0.00% | +776+4.9% | Added |
| QRG Capital Management, Inc. | 16,812 | $813.6K | 0.01% | +3,972+30.9% | Added |
| Investment Management Corp of Ontario | 16,815 | $813.7K | 0.01% | +900+5.7% | Added |
| GM Advisory Group, Inc. | 17,231 | $833.8K | 0.03% | −1,067−5.8% | Reduced |
| Journey Strategic Wealth LLC | 17,474 | $845.6K | 0.02% | −429−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 17,529 | $848.2K | 0.00% | +7,576+76.1% | Added |
| Mercer Global Advisors Inc | 17,567 | $850.1K | 0.00% | −550−3.0% | Reduced |
| Moody National Bank Trust Division | 17,707 | $856.8K | 0.08% | +259+1.5% | Added |
| Federated Hermes, Inc. | 17,974 | $869.8K | 0.00% | −698−3.7% | Reduced |
| Gulf International Bank (UK) Ltd | 18,114 | $877.0K | 0.02% | +6,857+60.9% | Added |
| Tokio Marine Asset Management Co Ltd | 18,236 | $882.4K | 0.03% | +839+4.8% | Added |
| Cordoba Advisory Partners LLC | 18,389 | $883.8K | 0.24% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 18,300 | $885.5K | 0.00% | +2,087+12.9% | Added |
| SIH Partners, LLLP | 18,600 | $900.1K | 0.03% | +18,600 | New |
| Arkadios Wealth Advisors | 18,621 | $901.1K | 0.01% | +332+1.8% | Added |
| Intrepid Capital Management Inc | 18,761 | $907.8K | 0.35% | +171+0.9% | Added |
| SMH Capital Advisors Inc | 18,827 | $911.0K | 2.58% | −59−0.3% | Reduced |
| Waterway Wealth Management, LLC | 19,036 | $921.2K | 0.20% | −6,601−25.7% | Reduced |
| Voya Investment Management LLC | 19,067 | $922.7K | 0.00% | −6,626−25.8% | Reduced |
| Ensign Peak Advisors, Inc | 19,092 | $923.9K | 0.00% | +2,350+14.0% | Added |
| Securian Asset Management, Inc | 19,127 | $925.6K | 0.04% | +216+1.1% | Added |
| Carson Advisory Inc. | 19,226 | $930.3K | 0.48% | −600−3.0% | Reduced |
| Osmosis Investment Management UK Ltd | 19,812 | $958.7K | 0.03% | +19,812 | New |
| Public Employees Retirement Association of Colorado | 20,098 | $973.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 20,573 | $995.5K | 0.00% | +800+4.0% | Added |
| Daymark Wealth Partners, LLC | 20,694 | $1.00M | 0.03% | +203+1.0% | Added |
| Davenport & Co LLC | 20,754 | $1.00M | 0.01% | +5,519+36.2% | Added |
| Wellington Management Group LLP | 21,129 | $1.02M | 0.00% | +15,820+298.0% | Added |
| Nordea Investment Management AB | 21,804 | $1.02M | 0.00% | +34+0.2% | Added |
| Janus Henderson Group PLC | 21,573 | $1.04M | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 21,852 | $1.06M | 0.04% | −1,966−8.3% | Reduced |
| D.A. Davidson & Co. | 22,318 | $1.08M | 0.01% | +686+3.2% | Added |
| Garrison Bradford & Associates Inc | 22,643 | $1.10M | 1.24% | −200−0.9% | Reduced |
| GWM Advisors LLC | 23,290 | $1.13M | 0.00% | +6,658+40.0% | Added |
| Apollon Wealth Management, LLC | 23,379 | $1.13M | 0.02% | −731−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 24,147 | $1.17M | 0.01% | −73−0.3% | Reduced |
| Quantinno Capital Management LP | 24,202 | $1.17M | 0.00% | −3,393−12.3% | Reduced |
| Atria Investments LLC | 24,433 | $1.18M | 0.01% | −494−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.19M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 24,629 | $1.19M | 0.00% | −8,103−24.8% | Reduced |
| Brinker Capital Investments, LLC | 24,798 | $1.20M | 0.01% | +1,675+7.2% | Added |
| Swiss Life Asset Management Ltd | 24,850 | $1.20M | 0.01% | +4,335+21.1% | Added |
| Steward Partners Investment Advisory, LLC | 24,915 | $1.21M | 0.01% | −15,091−37.7% | Reduced |
| Mariner, LLC | 24,931 | $1.21M | 0.00% | −778−3.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,952 | $1.21M | 0.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,129 | $1.22M | 0.02% | +3,892+18.3% | Added |
| Creative Planning | 25,378 | $1.23M | 0.00% | +6,557+34.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,480 | $1.23M | 0.00% | −3,626−12.5% | Reduced |
| State of Alaska, Department of Revenue | 25,647 | $1.24M | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 25,694 | $1.24M | 0.01% | +8,650+50.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,747 | $1.25M | 0.01% | +3,560+16.0% | Added |
| Hilltop Holdings Inc. | 25,870 | $1.25M | 0.11% | −10,426−28.7% | Reduced |
| Waterfront Wealth Inc. | 26,063 | $1.26M | 0.23% | 00.0% | Unchanged |
| Avanza Fonder AB | 26,357 | $1.28M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 26,399 | $1.28M | 0.00% | −14,228−35.0% | Reduced |
| Swedbank AB | 26,842 | $1.30M | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 27,020 | $1.31M | 0.41% | +725+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,636 | $1.33M | 0.00% | +6,537+29.6% | Added |
| JustInvest LLC | 28,033 | $1.36M | 0.01% | +2,317+9.0% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.39M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 29,077 | $1.41M | 0.03% | −13,389−31.5% | Reduced |
| Nissay Asset Management Corp | 30,668 | $1.48M | 0.01% | +493+1.6% | Added |
| Pacer Advisors, Inc. | 30,820 | $1.49M | 0.00% | −217−0.7% | Reduced |
| Sierra Capital LLC | 31,365 | $1.52M | 0.17% | −4,500−12.5% | Reduced |
| Wesbanco Bank Inc | 31,452 | $1.52M | 0.04% | −126,566−80.1% | Reduced |
| Amica Mutual Insurance Co | 31,766 | $1.54M | 0.13% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 32,010 | $1.55M | 0.07% | −721−2.2% | Reduced |
| British Columbia Investment Management Corp | 32,406 | $1.57M | 0.01% | −9,187−22.1% | Reduced |
| Lighthouse Investment Partners, LLC | 33,699 | $1.63M | 0.06% | +33,699 | New |
| Illinois Municipal Retirement Fund | 34,701 | $1.68M | 0.02% | −33,594−49.2% | Reduced |
| Neuberger Berman Group LLC | 35,220 | $1.70M | 0.00% | −198−0.6% | Reduced |
| Bleakley Financial Group, LLC | 36,787 | $1.78M | 0.03% | +4,026+12.3% | Added |
| Korea Investment CORP | 36,905 | $1.79M | 0.00% | −184,191−83.3% | Reduced |
| Sanctuary Advisors, LLC | 37,971 | $1.84M | 0.01% | +767+2.1% | Added |
| PEAK6 LLC | 38,951 | $1.88M | 0.05% | −138,724−78.1% | Reduced |