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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 158,087 | $7.65M | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 157,000 | $7.60M | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 156,270 | $7.57M | 0.01% | −53,322−25.4% | Reduced |
| Cinctive Capital Management LP | 155,284 | $7.51M | 0.49% | +155,284 | New |
| Thrivent Financial for Lutherans | 148,212 | $7.17M | 0.01% | −2,875−1.9% | Reduced |
| Winslow Asset Management Inc | 145,118 | $7.02M | 1.36% | −1,080−0.7% | Reduced |
| New York State Common Retirement Fund | 144,895 | $7.01M | 0.01% | −3,800−2.6% | Reduced |
| SEI Investments Co | 142,145 | $6.88M | 0.01% | +3,966+2.9% | Added |
| Franklin Resources Inc | 137,611 | $6.66M | 0.00% | +125,562+1,042.1% | Added |
| Renaissance Technologies LLC | 136,700 | $6.61M | 0.01% | +136,700 | New |
| Danske Bank A/S | 131,309 | $6.35M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 129,768 | $6.28M | 0.02% | +129,768 | New |
| Vanguard Global Advisers, LLC | 127,644 | $6.18M | 0.00% | +127,644 | New |
| State of Wisconsin Investment Board | 122,585 | $5.93M | 0.01% | +4,321+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 122,231 | $5.91M | 0.00% | +10,594+9.5% | Added |
| Sound Income Strategies, LLC | 124,736 | $5.91M | 0.29% | +9,644+8.4% | Added |
| American Century Companies Inc | 121,572 | $5.88M | 0.00% | −25,385−17.3% | Reduced |
| Natixis | 121,118 | $5.86M | 0.02% | +83,168+219.2% | Added |
| Allianz Asset Management GmbH | 120,809 | $5.85M | 0.01% | +109,580+975.9% | Added |
| BNP Paribas Arbitrage, SA | 118,057 | $5.71M | 0.00% | +18,971+19.1% | Added |
| Amalgamated Bank | 116,839 | $5.65M | 0.04% | +1,186+1.0% | Added |
| APG Asset Management N.V. | 133,292 | $5.60M | 0.02% | −1,945−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,292 | $5.53M | 0.01% | +130+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 112,243 | $5.43M | 0.05% | +795+0.7% | Added |
| Texas Yale Capital Corp. | 112,232 | $5.43M | 0.15% | +10,523+10.3% | Added |
| Treasurer of the State of North Carolina | 111,962 | $5.42M | 0.02% | +2,382+2.2% | Added |
| Vanguard Investments Australia, Ltd. | 107,758 | $5.21M | 0.02% | +107,758 | New |
| Bank of Nova Scotia | 106,689 | $5.16M | 0.01% | +89,689+527.6% | Added |
| Tredje AP-fonden | 103,696 | $5.02M | 0.03% | +64,388+163.8% | Added |
| XTX Topco Ltd | 102,073 | $4.94M | 0.09% | +102,073 | New |
| State of Tennessee, Treasury Department | 101,869 | $4.93M | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 101,542 | $4.91M | 0.06% | +12,148+13.6% | Added |
| City of London Investment Management Co Ltd | 99,723 | $4.83M | 0.35% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 99,445 | $4.81M | 0.05% | −8,551−7.9% | Reduced |
| Entropy Technologies, LP | 96,565 | $4.67M | 0.22% | +96,565 | New |
| Pictet Asset Management Holding SA | 94,107 | $4.55M | 0.00% | +807+0.9% | Added |
| Twinbeech Capital LP | 93,488 | $4.52M | 0.47% | +93,488 | New |
| TD Asset Management Inc | 93,433 | $4.52M | 0.00% | −22,667−19.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 92,509 | $4.48M | 0.01% | −2,126−2.2% | Reduced |
| Winton Group Ltd | 92,262 | $4.46M | 0.16% | +92,262 | New |
| Aviva PLC | 91,697 | $4.44M | 0.01% | +1,277+1.4% | Added |
| Asset Management One Co.,Ltd. | 90,301 | $4.37M | 0.01% | +3,046+3.5% | Added |
| New York State Teachers Retirement System | 89,168 | $4.32M | 0.01% | −8,418−8.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 87,525 | $4.24M | 0.01% | −38,815−30.7% | Reduced |
| Janney Montgomery Scott LLC | 83,522 | $4.04M | 0.01% | +9,641+13.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 83,153 | $4.02M | 0.08% | +83,153 | New |
| Chicago Partners Investment Group LLC | 77,032 | $3.95M | 0.09% | −49−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 81,302 | $3.93M | 0.02% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 80,756 | $3.91M | 1.96% | −5,712−6.6% | Reduced |
| KLP Kapitalforvaltning AS | 80,400 | $3.89M | 0.02% | +3,600+4.7% | Added |
| Susquehanna International Group, LLP | 80,366 | $3.89M | 0.01% | +59,705+289.0% | Added |
| Teachers Retirement System of the State of Kentucky | 80,080 | $3.88M | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 79,794 | $3.86M | 0.01% | +945+1.2% | Added |
| Cetera Investment Advisers | 78,647 | $3.81M | 0.00% | +13,690+21.1% | Added |
| Yousif Capital Management, LLC | 78,619 | $3.80M | 0.04% | −3,750−4.6% | Reduced |
| Wellington Shields Capital Management, LLC | 77,544 | $3.75M | 0.56% | −6,826−8.1% | Reduced |
| Public Employees Retirement System of Ohio | 76,122 | $3.68M | 0.01% | −2,594−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 76,027 | $3.68M | 0.01% | −3,729−4.7% | Reduced |
| Louisiana State Employees Retirement System | 75,200 | $3.64M | 0.06% | +3,400+4.7% | Added |
| one8zero8, LLC | 74,130 | $3.59M | 0.80% | +300+0.4% | Added |
| Polar Asset Management Partners Inc. | 74,007 | $3.58M | 0.09% | +74,007 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 73,236 | $3.54M | 0.02% | +20,950+40.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 71,959 | $3.48M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 71,511 | $3.46M | 0.00% | −2,662−3.6% | Reduced |
| HighTower Advisors, LLC | 66,765 | $3.23M | 0.00% | −19,278−22.4% | Reduced |
| Handelsbanken Fonder AB | 66,700 | $3.23M | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 66,499 | $3.20M | 0.02% | −1,434−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,018 | $3.15M | 0.02% | +82+0.1% | Added |
| Stanley-Laman Group, Ltd. | 64,679 | $3.13M | 0.39% | −186−0.3% | Reduced |
| Arizona State Retirement System | 63,885 | $3.09M | 0.02% | −18,925−22.9% | Reduced |
| State of Michigan Retirement System | 62,400 | $3.02M | 0.02% | +1,100+1.8% | Added |
| Augustine Asset Management Inc | 62,399 | $3.02M | 0.68% | +299+0.5% | Added |
| Compagnie Lombard Odier SCmA | 62,005 | $3.00M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 58,134 | $2.81M | 0.04% | +75+0.1% | Added |
| TD Waterhouse Canada Inc. | 58,866 | $2.79M | 0.01% | +44,800+318.5% | Added |
| Commonwealth Equity Services, LLC | 56,056 | $2.71M | 0.00% | +832+1.5% | Added |
| Captrust Financial Advisors | 55,554 | $2.69M | 0.00% | +21,482+63.0% | Added |
| Buckland Partners Management Co LLC | 54,400 | $2.63M | 1.60% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 53,800 | $2.60M | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 49,681 | $2.59M | 0.11% | +32,704+192.6% | Added |
| Oregon Public Employees Retirement Fund | 53,252 | $2.58M | 0.03% | +1,666+3.2% | Added |
| Coastal Bridge Advisors, LLC | 53,163 | $2.57M | 0.18% | −2,048−3.7% | Reduced |
| First Trust Advisors LP | 52,780 | $2.55M | 0.00% | −165,064−75.8% | Reduced |
| KBC Group NV | 51,351 | $2.48M | 0.01% | 00.0% | Unchanged |
| SEB Asset Management AB | 50,434 | $2.44M | 0.01% | +50,434 | New |
| Prudential Financial Inc | 50,266 | $2.43M | 0.00% | −8,406−14.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,995 | $2.42M | 0.03% | +16,184+47.9% | Added |
| GFG Capital, LLC | 49,811 | $2.41M | 0.77% | +507+1.0% | Added |
| IFM Investors Pty Ltd | 49,608 | $2.40M | 0.02% | +5,463+12.4% | Added |
| CI Private Wealth, LLC | 51,034 | $2.40M | 0.00% | +589+1.2% | Added |
| Brevan Howard Capital Management LP | 48,132 | $2.33M | 0.02% | +48,132 | New |
| Ameritas Investment Partners, Inc. | 47,805 | $2.31M | 0.07% | +248+0.5% | Added |
| Xponance, Inc. | 45,015 | $2.18M | 0.02% | +7,393+19.7% | Added |
| Gotham Asset Management, LLC | 43,467 | $2.10M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43,004 | $2.08M | 0.00% | −13,322−23.7% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.07M | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 42,453 | $2.05M | 0.02% | −706−1.6% | Reduced |
| Squarepoint Ops LLC | 42,207 | $2.04M | 0.00% | −95,083−69.3% | Reduced |
| Toronto Dominion Bank | 42,050 | $2.04M | 0.00% | −12,984−23.6% | Reduced |
| Lalia Capital, LLC | 42,000 | $2.03M | 1.28% | +42,000 | New |