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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 39,877 | $1.93M | 0.03% | −48,198−54.7% | Reduced |
| Miller Value Partners, LLC | 40,000 | $1.94M | 0.51% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 41,765 | $2.02M | 0.01% | +26,503+173.7% | Added |
| OP Asset Management Ltd | 41,951 | $2.03M | 0.02% | +16,213+63.0% | Added |
| Lalia Capital, LLC | 42,000 | $2.03M | 1.28% | +42,000 | New |
| Toronto Dominion Bank | 42,050 | $2.04M | 0.00% | −12,984−23.6% | Reduced |
| Squarepoint Ops LLC | 42,207 | $2.04M | 0.00% | −95,083−69.3% | Reduced |
| Utah Retirement Systems | 42,453 | $2.05M | 0.02% | −706−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.07M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43,004 | $2.08M | 0.00% | −13,322−23.7% | Reduced |
| Gotham Asset Management, LLC | 43,467 | $2.10M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 45,015 | $2.18M | 0.02% | +7,393+19.7% | Added |
| Ameritas Investment Partners, Inc. | 47,805 | $2.31M | 0.07% | +248+0.5% | Added |
| Brevan Howard Capital Management LP | 48,132 | $2.33M | 0.02% | +48,132 | New |
| CI Private Wealth, LLC | 51,034 | $2.40M | 0.00% | +589+1.2% | Added |
| IFM Investors Pty Ltd | 49,608 | $2.40M | 0.02% | +5,463+12.4% | Added |
| GFG Capital, LLC | 49,811 | $2.41M | 0.77% | +507+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,995 | $2.42M | 0.03% | +16,184+47.9% | Added |
| Prudential Financial Inc | 50,266 | $2.43M | 0.00% | −8,406−14.3% | Reduced |
| SEB Asset Management AB | 50,434 | $2.44M | 0.01% | +50,434 | New |
| KBC Group NV | 51,351 | $2.48M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 52,780 | $2.55M | 0.00% | −165,064−75.8% | Reduced |
| Coastal Bridge Advisors, LLC | 53,163 | $2.57M | 0.18% | −2,048−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 53,252 | $2.58M | 0.03% | +1,666+3.2% | Added |
| Parallax Volatility Advisers, L.P. | 49,681 | $2.59M | 0.11% | +32,704+192.6% | Added |
| New Mexico Educational Retirement Board | 53,800 | $2.60M | 0.08% | 00.0% | Unchanged |
| Buckland Partners Management Co LLC | 54,400 | $2.63M | 1.60% | 00.0% | Unchanged |
| Captrust Financial Advisors | 55,554 | $2.69M | 0.00% | +21,482+63.0% | Added |
| Commonwealth Equity Services, LLC | 56,056 | $2.71M | 0.00% | +832+1.5% | Added |
| TD Waterhouse Canada Inc. | 58,866 | $2.79M | 0.01% | +44,800+318.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 58,134 | $2.81M | 0.04% | +75+0.1% | Added |
| Compagnie Lombard Odier SCmA | 62,005 | $3.00M | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 62,399 | $3.02M | 0.68% | +299+0.5% | Added |
| State of Michigan Retirement System | 62,400 | $3.02M | 0.02% | +1,100+1.8% | Added |
| Arizona State Retirement System | 63,885 | $3.09M | 0.02% | −18,925−22.9% | Reduced |
| Stanley-Laman Group, Ltd. | 64,679 | $3.13M | 0.39% | −186−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,018 | $3.15M | 0.02% | +82+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 66,499 | $3.20M | 0.02% | −1,434−2.1% | Reduced |
| Handelsbanken Fonder AB | 66,700 | $3.23M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 66,765 | $3.23M | 0.00% | −19,278−22.4% | Reduced |
| SG Americas Securities, LLC | 71,511 | $3.46M | 0.00% | −2,662−3.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $3.48M | 0.02% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 73,236 | $3.54M | 0.02% | +20,950+40.1% | Added |
| Polar Asset Management Partners Inc. | 74,007 | $3.58M | 0.09% | +74,007 | New |
| one8zero8, LLC | 74,130 | $3.59M | 0.80% | +300+0.4% | Added |
| Louisiana State Employees Retirement System | 75,200 | $3.64M | 0.06% | +3,400+4.7% | Added |
| Advisor Group Holdings, Inc. | 76,027 | $3.68M | 0.01% | −3,729−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 76,122 | $3.68M | 0.01% | −2,594−3.3% | Reduced |
| Wellington Shields Capital Management, LLC | 77,544 | $3.75M | 0.56% | −6,826−8.1% | Reduced |
| Yousif Capital Management, LLC | 78,619 | $3.80M | 0.04% | −3,750−4.6% | Reduced |
| Cetera Investment Advisers | 78,647 | $3.81M | 0.00% | +13,690+21.1% | Added |
| Nomura Asset Management Co Ltd | 79,794 | $3.86M | 0.01% | +945+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 80,080 | $3.88M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 80,366 | $3.89M | 0.01% | +59,705+289.0% | Added |
| KLP Kapitalforvaltning AS | 80,400 | $3.89M | 0.02% | +3,600+4.7% | Added |
| Kerusso Capital Management LLC | 80,756 | $3.91M | 1.96% | −5,712−6.6% | Reduced |
| State of New Jersey Common Pension Fund D | 81,302 | $3.93M | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 77,032 | $3.95M | 0.09% | −49−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 83,153 | $4.02M | 0.08% | +83,153 | New |
| Janney Montgomery Scott LLC | 83,522 | $4.04M | 0.01% | +9,641+13.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 87,525 | $4.24M | 0.01% | −38,815−30.7% | Reduced |
| New York State Teachers Retirement System | 89,168 | $4.32M | 0.01% | −8,418−8.6% | Reduced |
| Asset Management One Co.,Ltd. | 90,301 | $4.37M | 0.01% | +3,046+3.5% | Added |
| Aviva PLC | 91,697 | $4.44M | 0.01% | +1,277+1.4% | Added |
| Winton Group Ltd | 92,262 | $4.46M | 0.16% | +92,262 | New |
| Mitsubishi UFJ Trust & Banking Corp | 92,509 | $4.48M | 0.01% | −2,126−2.2% | Reduced |
| TD Asset Management Inc | 93,433 | $4.52M | 0.00% | −22,667−19.5% | Reduced |
| Twinbeech Capital LP | 93,488 | $4.52M | 0.47% | +93,488 | New |
| Pictet Asset Management Holding SA | 94,107 | $4.55M | 0.00% | +807+0.9% | Added |
| Entropy Technologies, LP | 96,565 | $4.67M | 0.22% | +96,565 | New |
| Mutual of America Capital Management LLC | 99,445 | $4.81M | 0.05% | −8,551−7.9% | Reduced |
| City of London Investment Management Co Ltd | 99,723 | $4.83M | 0.35% | 00.0% | Unchanged |
| Stephens Inc | 101,542 | $4.91M | 0.06% | +12,148+13.6% | Added |
| State of Tennessee, Treasury Department | 101,869 | $4.93M | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 102,073 | $4.94M | 0.09% | +102,073 | New |
| Tredje AP-fonden | 103,696 | $5.02M | 0.03% | +64,388+163.8% | Added |
| Bank of Nova Scotia | 106,689 | $5.16M | 0.01% | +89,689+527.6% | Added |
| Vanguard Investments Australia, Ltd. | 107,758 | $5.21M | 0.02% | +107,758 | New |
| Treasurer of the State of North Carolina | 111,962 | $5.42M | 0.02% | +2,382+2.2% | Added |
| Texas Yale Capital Corp. | 112,232 | $5.43M | 0.15% | +10,523+10.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 112,243 | $5.43M | 0.05% | +795+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,292 | $5.53M | 0.01% | +130+0.1% | Added |
| APG Asset Management N.V. | 133,292 | $5.60M | 0.02% | −1,945−1.4% | Reduced |
| Amalgamated Bank | 116,839 | $5.65M | 0.04% | +1,186+1.0% | Added |
| BNP Paribas Arbitrage, SA | 118,057 | $5.71M | 0.00% | +18,971+19.1% | Added |
| Allianz Asset Management GmbH | 120,809 | $5.85M | 0.01% | +109,580+975.9% | Added |
| Natixis | 121,118 | $5.86M | 0.02% | +83,168+219.2% | Added |
| American Century Companies Inc | 121,572 | $5.88M | 0.00% | −25,385−17.3% | Reduced |
| Sound Income Strategies, LLC | 124,736 | $5.91M | 0.29% | +9,644+8.4% | Added |
| Northwestern Mutual Wealth Management Co | 122,231 | $5.91M | 0.00% | +10,594+9.5% | Added |
| State of Wisconsin Investment Board | 122,585 | $5.93M | 0.01% | +4,321+3.7% | Added |
| Vanguard Global Advisers, LLC | 127,644 | $6.18M | 0.00% | +127,644 | New |
| HRT Financial LP | 129,768 | $6.28M | 0.02% | +129,768 | New |
| Danske Bank A/S | 131,309 | $6.35M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 136,700 | $6.61M | 0.01% | +136,700 | New |
| Franklin Resources Inc | 137,611 | $6.66M | 0.00% | +125,562+1,042.1% | Added |
| SEI Investments Co | 142,145 | $6.88M | 0.01% | +3,966+2.9% | Added |
| New York State Common Retirement Fund | 144,895 | $7.01M | 0.01% | −3,800−2.6% | Reduced |
| Winslow Asset Management Inc | 145,118 | $7.02M | 1.36% | −1,080−0.7% | Reduced |
| Thrivent Financial for Lutherans | 148,212 | $7.17M | 0.01% | −2,875−1.9% | Reduced |