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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 41,951 | $2.03M | 0.02% | +16,213+63.0% | Added |
| Eurizon Capital SGR S.p.A. | 41,765 | $2.02M | 0.01% | +26,503+173.7% | Added |
| Miller Value Partners, LLC | 40,000 | $1.94M | 0.51% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 39,877 | $1.93M | 0.03% | −48,198−54.7% | Reduced |
| PEAK6 LLC | 38,951 | $1.88M | 0.05% | −138,724−78.1% | Reduced |
| Sanctuary Advisors, LLC | 37,971 | $1.84M | 0.01% | +767+2.1% | Added |
| Korea Investment CORP | 36,905 | $1.79M | 0.00% | −184,191−83.3% | Reduced |
| Bleakley Financial Group, LLC | 36,787 | $1.78M | 0.03% | +4,026+12.3% | Added |
| Neuberger Berman Group LLC | 35,220 | $1.70M | 0.00% | −198−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 34,701 | $1.68M | 0.02% | −33,594−49.2% | Reduced |
| Lighthouse Investment Partners, LLC | 33,699 | $1.63M | 0.06% | +33,699 | New |
| British Columbia Investment Management Corp | 32,406 | $1.57M | 0.01% | −9,187−22.1% | Reduced |
| New Age Alpha Advisors, LLC | 32,010 | $1.55M | 0.07% | −721−2.2% | Reduced |
| Amica Mutual Insurance Co | 31,766 | $1.54M | 0.13% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 31,452 | $1.52M | 0.04% | −126,566−80.1% | Reduced |
| Sierra Capital LLC | 31,365 | $1.52M | 0.17% | −4,500−12.5% | Reduced |
| Pacer Advisors, Inc. | 30,820 | $1.49M | 0.00% | −217−0.7% | Reduced |
| Nissay Asset Management Corp | 30,668 | $1.48M | 0.01% | +493+1.6% | Added |
| Diversified Trust Co | 29,077 | $1.41M | 0.03% | −13,389−31.5% | Reduced |
| Banque Pictet & Cie SA | 28,700 | $1.39M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 28,033 | $1.36M | 0.01% | +2,317+9.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,636 | $1.33M | 0.00% | +6,537+29.6% | Added |
| Jeppson Wealth Management, LLC | 27,020 | $1.31M | 0.41% | +725+2.8% | Added |
| Swedbank AB | 26,842 | $1.30M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 26,399 | $1.28M | 0.00% | −14,228−35.0% | Reduced |
| Avanza Fonder AB | 26,357 | $1.28M | 0.04% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 26,063 | $1.26M | 0.23% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 25,870 | $1.25M | 0.11% | −10,426−28.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,747 | $1.25M | 0.01% | +3,560+16.0% | Added |
| Allstate Corp | 25,694 | $1.24M | 0.01% | +8,650+50.8% | Added |
| State of Alaska, Department of Revenue | 25,647 | $1.24M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,480 | $1.23M | 0.00% | −3,626−12.5% | Reduced |
| Creative Planning | 25,378 | $1.23M | 0.00% | +6,557+34.8% | Added |
| Advisors Asset Management, Inc. | 25,129 | $1.22M | 0.02% | +3,892+18.3% | Added |
| Onyx Bridge Wealth Group LLC | 24,952 | $1.21M | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 24,931 | $1.21M | 0.00% | −778−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,915 | $1.21M | 0.01% | −15,091−37.7% | Reduced |
| Swiss Life Asset Management Ltd | 24,850 | $1.20M | 0.01% | +4,335+21.1% | Added |
| Brinker Capital Investments, LLC | 24,798 | $1.20M | 0.01% | +1,675+7.2% | Added |
| MML Investors Services, LLC | 24,629 | $1.19M | 0.00% | −8,103−24.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.19M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 24,433 | $1.18M | 0.01% | −494−2.0% | Reduced |
| Quantinno Capital Management LP | 24,202 | $1.17M | 0.00% | −3,393−12.3% | Reduced |
| Kestra Private Wealth Services, LLC | 24,147 | $1.17M | 0.01% | −73−0.3% | Reduced |
| Apollon Wealth Management, LLC | 23,379 | $1.13M | 0.02% | −731−3.0% | Reduced |
| GWM Advisors LLC | 23,290 | $1.13M | 0.00% | +6,658+40.0% | Added |
| Garrison Bradford & Associates Inc | 22,643 | $1.10M | 1.24% | −200−0.9% | Reduced |
| D.A. Davidson & Co. | 22,318 | $1.08M | 0.01% | +686+3.2% | Added |
| Zhang Financial LLC | 21,852 | $1.06M | 0.04% | −1,966−8.3% | Reduced |
| Janus Henderson Group PLC | 21,573 | $1.04M | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 21,804 | $1.02M | 0.00% | +34+0.2% | Added |
| Wellington Management Group LLP | 21,129 | $1.02M | 0.00% | +15,820+298.0% | Added |
| Davenport & Co LLC | 20,754 | $1.00M | 0.01% | +5,519+36.2% | Added |
| Daymark Wealth Partners, LLC | 20,694 | $1.00M | 0.03% | +203+1.0% | Added |
| Daiwa Securities Group Inc. | 20,573 | $995.5K | 0.00% | +800+4.0% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $973.0K | 0.00% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 19,812 | $958.7K | 0.03% | +19,812 | New |
| Carson Advisory Inc. | 19,226 | $930.3K | 0.48% | −600−3.0% | Reduced |
| Securian Asset Management, Inc | 19,127 | $925.6K | 0.04% | +216+1.1% | Added |
| Ensign Peak Advisors, Inc | 19,092 | $923.9K | 0.00% | +2,350+14.0% | Added |
| Voya Investment Management LLC | 19,067 | $922.7K | 0.00% | −6,626−25.8% | Reduced |
| Waterway Wealth Management, LLC | 19,036 | $921.2K | 0.20% | −6,601−25.7% | Reduced |
| SMH Capital Advisors Inc | 18,827 | $911.0K | 2.58% | −59−0.3% | Reduced |
| Intrepid Capital Management Inc | 18,761 | $907.8K | 0.35% | +171+0.9% | Added |
| Arkadios Wealth Advisors | 18,621 | $901.1K | 0.01% | +332+1.8% | Added |
| SIH Partners, LLLP | 18,600 | $900.1K | 0.03% | +18,600 | New |
| Mackenzie Financial Corp | 18,300 | $885.5K | 0.00% | +2,087+12.9% | Added |
| Cordoba Advisory Partners LLC | 18,389 | $883.8K | 0.24% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 18,236 | $882.4K | 0.03% | +839+4.8% | Added |
| Gulf International Bank (UK) Ltd | 18,114 | $877.0K | 0.02% | +6,857+60.9% | Added |
| Federated Hermes, Inc. | 17,974 | $869.8K | 0.00% | −698−3.7% | Reduced |
| Moody National Bank Trust Division | 17,707 | $856.8K | 0.08% | +259+1.5% | Added |
| Mercer Global Advisors Inc | 17,567 | $850.1K | 0.00% | −550−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 17,529 | $848.2K | 0.00% | +7,576+76.1% | Added |
| Journey Strategic Wealth LLC | 17,474 | $845.6K | 0.02% | −429−2.4% | Reduced |
| GM Advisory Group, Inc. | 17,231 | $833.8K | 0.03% | −1,067−5.8% | Reduced |
| Investment Management Corp of Ontario | 16,815 | $813.7K | 0.01% | +900+5.7% | Added |
| QRG Capital Management, Inc. | 16,812 | $813.6K | 0.01% | +3,972+30.9% | Added |
| Pathstone Holdings, LLC | 16,672 | $806.7K | 0.00% | +776+4.9% | Added |
| O'Shaughnessy Asset Management, LLC | 16,506 | $798.7K | 0.00% | −865−5.0% | Reduced |
| Winthrop Partners - WNY, LLC | 16,369 | $792.1K | 0.42% | +58+0.4% | Added |
| Baldwin Brothers Inc | 15,720 | $760.7K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 15,512 | $750.6K | 0.30% | +67+0.4% | Added |
| Benjamin Edwards Inc | 15,503 | $750.2K | 0.01% | −620−3.8% | Reduced |
| CWM, LLC | 15,477 | $748.9K | 0.00% | +3,128+25.3% | Added |
| Guinness Asset Management LTD | 15,464 | $748.3K | 0.01% | −167−1.1% | Reduced |
| Clearstead Advisors, LLC | 15,301 | $740.4K | 0.01% | −676−4.2% | Reduced |
| CIBC Asset Management Inc | 15,269 | $738.9K | 0.00% | +609+4.2% | Added |
| National Pension Service | 15,248 | $737.9K | 0.00% | +1,500+10.9% | Added |
| Empowered Funds, LLC | 15,199 | $735.5K | 0.00% | +3,237+27.1% | Added |
| Arete Wealth Advisors, LLC | 14,920 | $722.0K | 0.05% | −211−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 14,848 | $718.5K | 0.01% | +3,056+25.9% | Added |
| Kestra Advisory Services, LLC | 14,726 | $712.6K | 0.00% | −911−5.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,260 | $690.0K | 0.00% | −5,462−27.7% | Reduced |
| Havemeyer Place LP | 14,236 | $688.9K | 0.08% | +9,591+206.5% | Added |
| Stablepoint Partners, LLC | 14,177 | $686.0K | 0.10% | −10.0% | Reduced |
| HB Wealth Management, LLC | 13,883 | $671.8K | 0.00% | +1,657+13.6% | Added |
| Cresset Asset Management, LLC | 13,825 | $669.0K | 0.00% | +9,896+251.9% | Added |
| Maryland State Retirement & Pension System | 13,486 | $652.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 13,335 | $645.3K | 0.00% | +7,635+133.9% | Added |