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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 155,284 | $7.51M | 0.49% | +155,284 | New |
| National Bank of Canada | 156,270 | $7.57M | 0.01% | −53,322−25.4% | Reduced |
| Bamco Inc | 157,000 | $7.60M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 158,087 | $7.65M | 0.01% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 160,000 | $7.74M | 0.34% | +160,000 | New |
| Lazard Asset Management LLC | 160,477 | $7.77M | 0.01% | −4,237−2.6% | Reduced |
| Capital International Inc | 160,648 | $7.77M | 0.06% | +35,228+28.1% | Added |
| Stifel Financial Corp | 163,766 | $7.92M | 0.01% | +865+0.5% | Added |
| Citigroup Inc | 165,350 | $8.00M | 0.01% | −7,476−4.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 176,712 | $8.55M | 0.07% | +176,712 | New |
| Standard Life Aberdeen plc | 180,914 | $8.75M | 0.01% | +5,206+3.0% | Added |
| Fifth Third Bancorp | 182,418 | $8.83M | 0.02% | +65,544+56.1% | Added |
| Oppenheimer & Co Inc | 191,081 | $9.25M | 0.11% | −2,377−1.2% | Reduced |
| Gator Capital Management, LLC | 191,195 | $9.25M | 1.97% | +27,060+16.5% | Added |
| Point72 Asset Management, L.P. | 203,000 | $9.82M | 0.02% | +203,000 | New |
| Royal London Asset Management Ltd | 205,869 | $9.96M | 0.02% | −4,995−2.4% | Reduced |
| MetLife Investment Management | 208,822 | $10.1M | 0.05% | +11,110+5.6% | Added |
| HSBC Holdings PLC | 212,167 | $10.3M | 0.01% | +103,552+95.3% | Added |
| Galvin, Gaustad & Stein, LLC | 223,719 | $10.8M | 0.87% | +19,096+9.3% | Added |
| DnB Asset Management AS | 236,261 | $11.4M | 0.04% | −6,552−2.7% | Reduced |
| Price T Rowe Associates Inc | 236,549 | $11.4M | 0.00% | +24,435+11.5% | Added |
| Sit Investment Associates Inc | 239,215 | $11.6M | 0.23% | −22,825−8.7% | Reduced |
| Brown Advisory Inc | 239,545 | $11.6M | 0.02% | +27,121+12.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 239,753 | $11.6M | 0.01% | +19,621+8.9% | Added |
| Jones Financial Companies LLLP | 256,250 | $11.7M | 0.01% | +246,857+2,628.1% | Added |
| Van Eck Associates Corp | 243,940 | $11.8M | 0.01% | +119,700+96.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 244,985 | $11.9M | 0.16% | +244,985 | New |
| Victory Capital Management Inc | 250,022 | $12.1M | 0.01% | +153,957+160.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 258,736 | $12.5M | 1.80% | +6,423+2.5% | Added |
| Bank of Montreal | 259,216 | $12.5M | 0.01% | +37,788+17.1% | Added |
| CSM Advisors, LLC | 275,091 | $13.3M | 0.33% | −33,636−10.9% | Reduced |
| AQR Capital Management LLC | 281,176 | $13.6M | 0.01% | +112,578+66.8% | Added |
| Cerity Partners LLC | 285,201 | $13.8M | 0.02% | +198,279+228.1% | Added |
| Argent Capital Management LLC | 287,415 | $13.9M | 0.44% | −315,478−52.3% | Reduced |
| Barclays PLC | 295,332 | $14.3M | 0.01% | −111,403−27.4% | Reduced |
| Sargent Investment Group, LLC | 303,683 | $14.7M | 1.94% | −1,404−0.5% | Reduced |
| Holocene Advisors, LP | 317,967 | $15.4M | 0.04% | +317,967 | New |
| Retirement Systems of Alabama | 318,127 | $15.4M | 0.05% | +6,691+2.1% | Added |
| California State Teachers Retirement System | 319,119 | $15.4M | 0.02% | −11,675−3.5% | Reduced |
| Natixis Advisors, L.P. | 324,821 | $15.7M | 0.02% | −625−0.2% | Reduced |
| Frontier Capital Management Co LLC | 332,306 | $16.1M | 0.17% | −166,685−33.4% | Reduced |
| Woodline Partners LP | 351,606 | $17.0M | 0.06% | +351,606 | New |
| Walleye Capital LLC | 371,955 | $18.0M | 0.11% | −62,335−14.4% | Reduced |
| Great West Life Assurance Co | 377,242 | $18.3M | 0.03% | +16,695+4.6% | Added |
| Wells Fargo & Company | 381,643 | $18.5M | 0.00% | −8,797−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 389,925 | $18.9M | 0.01% | −45,067−10.4% | Reduced |
| Jane Street Group, LLC | 397,406 | $19.2M | 0.02% | +377,717+1,918.4% | Added |
| Raymond James Financial Inc | 399,461 | $19.3M | 0.01% | −190,298−32.3% | Reduced |
| Alliancebernstein L.P. | 375,142 | $22.2M | 0.01% | −68,159−15.4% | Reduced |
| California Public Employees Retirement System | 464,176 | $22.5M | 0.01% | +563+0.1% | Added |
| Assetmark, Inc | 465,444 | $22.5M | 0.05% | −5,591−1.2% | Reduced |
| Envestnet Asset Management Inc | 471,242 | $22.8M | 0.01% | +11,872+2.6% | Added |
| CastleKnight Management LP | 472,976 | $22.9M | 1.07% | +207,600+78.2% | Added |
| Vanguard Asset Management, Ltd | 474,701 | $23.0M | 0.02% | +474,701 | New |
| Alyeska Investment Group, L.P. | 480,930 | $23.3M | 0.07% | +460,796+2,288.6% | Added |
| Manufacturers Life Insurance Company, The | 483,102 | $23.4M | 0.02% | −24,472−4.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 483,692 | $23.4M | 0.02% | −23,848−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 485,958 | $23.5M | 0.04% | +5,393+1.1% | Added |
| Deprince Race & Zollo Inc | 527,290 | $25.5M | 0.48% | +66,045+14.3% | Added |
| Sirios Capital Management L P | 542,251 | $26.2M | 3.18% | +108,399+25.0% | Added |
| Principal Financial Group Inc | 579,076 | $28.0M | 0.01% | +21,027+3.8% | Added |
| Prana Capital Management, LP | 650,586 | $31.5M | 0.97% | +650,586 | New |
| Amundi | 656,220 | $31.8M | 0.01% | −162,315−19.8% | Reduced |
| Franklin Street Advisors Inc | 663,226 | $32.1M | 1.97% | −60,813−8.4% | Reduced |
| Invesco Ltd. | 677,750 | $32.8M | 0.00% | −438,477−39.3% | Reduced |
| Private Management Group Inc | 691,425 | $33.5M | 0.96% | +27,484+4.1% | Added |
| Freestone Grove Partners LP | 693,262 | $33.5M | 0.24% | +249,120+56.1% | Added |
| Rhumbline Advisers | 718,651 | $34.8M | 0.03% | +15,773+2.2% | Added |
| Deutsche Bank AG | 800,827 | $38.8M | 0.01% | +206,710+34.8% | Added |
| LPL Financial LLC | 809,274 | $39.2M | 0.01% | −120,499−13.0% | Reduced |
| Royal Bank of Canada | 883,679 | $42.8M | 0.01% | +474,667+116.1% | Added |
| Russell Investments Group, Ltd. | 936,458 | $45.2M | 0.05% | +2,926+0.3% | Added |
| Nuveen, LLC | 959,516 | $46.4M | 0.01% | +286,869+42.6% | Added |
| Charles Schwab Investment Management Inc | 1,127,984 | $54.6M | 0.01% | +60,929+5.7% | Added |
| JPMorgan Chase & Co | 1,176,413 | $54.6M | 0.00% | +197,210+20.1% | Added |
| Davis Asset Management, L.P. | 1,131,000 | $54.7M | 1.58% | +131,000+13.1% | Added |
| Algebris (UK) Ltd | 1,295,034 | $62.6M | 4.53% | +441,780+51.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $64.2M | 0.54% | 00.0% | Unchanged |
| Bank of America Corp | 1,338,807 | $64.8M | 0.00% | −151,757−10.2% | Reduced |
| Regents of the University of California | 1,516,016 | $73.4M | 2.44% | +1,516,016 | New |
| UBS Asset Management Americas Inc | 1,516,611 | $73.4M | 0.02% | +136,384+9.9% | Added |
| Beutel, Goodman & Co Ltd. | 1,518,992 | $73.5M | 0.50% | −916,145−37.6% | Reduced |
| Vanguard Fiduciary Trust Co | 1,606,839 | $77.8M | 0.02% | +1,606,839 | New |
| Goldman Sachs Group Inc | 1,624,369 | $78.6M | 0.01% | +384,309+31.0% | Added |
| Bank of New York Mellon Corp | 2,047,650 | $99.1M | 0.02% | +23,065+1.1% | Added |
| Northern Trust Corp | 2,499,796 | $121.0M | 0.02% | +16,793+0.7% | Added |
| Ameriprise Financial Inc | 2,721,593 | $131.7M | 0.03% | +216,144+8.6% | Added |
| UBS Group AG | 2,902,388 | $140.4M | 0.02% | +365,850+14.4% | Added |
| Dimensional Fund Advisors LP | 3,045,978 | $147.3M | 0.03% | −130,391−4.1% | Reduced |
| Legal & General Group Plc | 3,502,332 | $169.5M | 0.04% | +241,955+7.4% | Added |
| FMR LLC | 3,704,590 | $179.3M | 0.01% | +1,337,912+56.5% | Added |
| Ariel Investments, LLC | 3,981,757 | $192.7M | 2.16% | +31,424+0.8% | Added |
| Geode Capital Management, LLC | 5,149,123 | $248.6M | 0.02% | +149,243+3.0% | Added |
| Alkeon Capital Management LLC | 5,941,316 | $287.5M | 1.30% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 6,301,109 | $304.9M | 1.01% | −830,793−11.6% | Reduced |
| Millennium Management LLC | 6,803,055 | $329.2M | 0.25% | −1,537,476−18.4% | Reduced |
| Massachusetts Financial Services Co | 7,649,009 | $372.9M | 0.13% | −86,289−1.1% | Reduced |
| State Street Corp | 9,680,870 | $468.5M | 0.02% | +135,751+1.4% | Added |
| Morgan Stanley | 10,172,445 | $492.2M | 0.03% | −17,503−0.2% | Reduced |
| Vanguard Capital Management LLC | 11,393,671 | $551.3M | 0.01% | +11,393,671 | New |