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 |
|---|---|---|---|---|---|
| ASR Vermogensbeheer N.V. | 13,281 | $642.7K | 0.01% | +179+1.4% | Added |
| Legacy Financial Advisors, Inc. | 13,002 | $629.2K | 0.09% | +1,319+11.3% | Added |
| TD Private Client Wealth LLC | 12,732 | $616.1K | 0.01% | +259+2.1% | Added |
| Thoroughbred Financial Services, LLC | 12,601 | $609.0K | 0.04% | +44+0.4% | Added |
| Schroder Investment Management Group | 13,062 | $606.3K | 0.00% | +972+8.0% | Added |
| Stiles Financial Services Inc | 12,439 | $601.9K | 0.18% | +51+0.4% | Added |
| 44 Wealth Management LLC | 12,311 | $595.7K | 0.21% | −106−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,275 | $594.0K | 0.02% | −578−4.5% | Reduced |
| First Manhattan Co | 12,250 | $592.8K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 12,237 | $592.1K | 0.00% | −5,011−29.1% | Reduced |
| Polymer Capital Management (US) LLC | 12,122 | $586.6K | 0.09% | −6,232−34.0% | Reduced |
| Sterneck Capital Management, LLC | 11,883 | $575.0K | 0.26% | +4,758+66.8% | Added |
| CIBC Bancorp USA Inc. | 11,815 | $571.7K | 0.00% | +11,815 | New |
| Skopos Labs, Inc. | 11,795 | $570.8K | 0.02% | +2,566+27.8% | Added |
| Carret Asset Management, LLC | 11,640 | $563.3K | 0.06% | +975+9.1% | Added |
| US Bancorp | 11,579 | $560.3K | 0.00% | −466−3.9% | Reduced |
| Rakuten Investment Management, Inc. | 11,738 | $544.9K | 0.00% | +1,778+17.9% | Added |
| North Star Investment Management Corp. | 11,210 | $542.5K | 0.03% | +98+0.9% | Added |
| Everhart Financial Group, Inc. | 11,145 | $539.3K | 0.05% | −1,906−14.6% | Reduced |
| Capstone Investment Advisors, LLC | 11,143 | $539.2K | 0.00% | +11,143 | New |
| Tobam | 11,116 | $538.0K | 0.14% | +5,610+101.9% | Added |
| J.W. Cole Advisors, Inc. | 11,097 | $537.0K | 0.02% | −213−1.9% | Reduced |
| McGowan Group Asset Management, Inc. | 11,085 | $536.4K | 0.07% | −236−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 11,000 | $532.3K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,879 | $526.4K | 0.02% | +1,425+15.1% | Added |
| Tritonpoint Wealth, LLC | 10,525 | $509.3K | 0.05% | +9+0.1% | Added |
| Siemens Fonds Invest GmbH | 10,429 | $504.7K | 0.03% | +252+2.5% | Added |
| ProShare Advisors LLC | 10,408 | $503.6K | 0.00% | +20.0% | Added |
| Bearing Point Capital, LLC | 10,390 | $502.8K | 0.08% | −16,933−62.0% | Reduced |
| Evolve Private Wealth, LLC | 10,341 | $500.4K | 0.03% | +10,341 | New |
| Fort Sheridan Advisors LLC | 10,300 | $498.4K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,208 | $494.0K | 0.00% | +1,893+22.8% | Added |
| TBH Global Asset Management, LLC | 10,035 | $485.6K | 0.10% | +222+2.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,915 | $479.8K | 0.20% | +424+4.5% | Added |
| Adage Capital Partners GP, L.L.C. | 9,901 | $479.1K | 0.00% | +9,901 | New |
| Two Sigma Securities, LLC | 9,575 | $463.3K | 0.05% | +6,153+179.8% | Added |
| Vident Advisory, LLC | 9,370 | $453.4K | 0.00% | +2,565+37.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,350 | $452.4K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,164 | $443.4K | 0.04% | +164+1.8% | Added |
| GAMMA Investing LLC | 9,062 | $438.5K | 0.02% | +48+0.5% | Added |
| NewEdge Wealth, LLC | 9,044 | $437.6K | 0.01% | +35+0.4% | Added |
| Greenwood Capital Associates LLC | 8,859 | $428.7K | 0.05% | −319−3.5% | Reduced |
| Sterling Capital Management LLC | 8,816 | $426.6K | 0.01% | −6,689−43.1% | Reduced |
| Saudi Central Bank | 8,678 | $419.9K | 0.01% | +8,678 | New |
| Shelton Capital Management | 8,676 | $419.8K | 0.01% | +1,116+14.8% | Added |
| Park Avenue Securities LLC | 8,618 | $417.0K | 0.00% | +5+0.1% | Added |
| E&G Advisors, LP | 8,600 | $416.2K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 8,363 | $404.7K | 0.01% | +3,000+55.9% | Added |
| Legato Capital Management LLC | 8,340 | $403.6K | 0.04% | −5,539−39.9% | Reduced |
| Sequoia Financial Advisors, LLC | 8,290 | $401.2K | 0.00% | +697+9.2% | Added |
| Integrated Wealth Concepts LLC | 8,263 | $399.8K | 0.00% | +4,844+141.7% | Added |
| Segment Wealth Management, LLC | 8,200 | $396.8K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 8,045 | $389.3K | 0.11% | +481+6.4% | Added |
| Quantbot Technologies LP | 8,044 | $389.2K | 0.02% | +8,044 | New |
| Hantz Financial Services, Inc. | 8,046 | $389.0K | 0.01% | +2,987+59.0% | Added |
| VestGen Advisors, LLC | 7,576 | $379.1K | 0.01% | −4,495−37.2% | Reduced |
| Abn Amro Investment Solutions | 7,789 | $376.9K | 0.00% | +422+5.7% | Added |
| North Dakota State Investment Board | 7,646 | $370.0K | 0.02% | −1,562−17.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,469 | $361.4K | 0.01% | +734+10.9% | Added |
| Glenview Trust Co | 7,141 | $345.6K | 0.01% | +32+0.5% | Added |
| Principle Wealth Partners LLC | 7,131 | $345.1K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,138 | $343.9K | 0.01% | +1,126+18.7% | Added |
| FJ Capital Management LLC | 7,055 | $341.4K | 0.04% | +7,055 | New |
| Merit Financial Group, LLC | 7,017 | $339.6K | 0.00% | +3,178+82.8% | Added |
| Blue Rock Wealth Management LLC | 7,000 | $338.7K | 0.22% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,269 | $337.4K | 0.02% | +20.0% | Added |
| Keebeck Wealth Management, LLC | 6,955 | $336.6K | 0.04% | −102−1.4% | Reduced |
| Promethium Advisors,llc | 6,894 | $333.6K | 0.17% | −370−5.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $329.1K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,752 | $326.7K | 0.00% | −31−0.5% | Reduced |
| Cary Street Partners Financial LLC | 6,705 | $324.5K | 0.01% | +1,505+28.9% | Added |
| Robertson Stephens Wealth Management, LLC | 6,595 | $319.2K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,538 | $316.4K | 0.01% | +645+10.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,513 | $315.2K | 0.02% | +32+0.5% | Added |
| Triangle Securities Wealth Management | 6,430 | $311.1K | 0.07% | −38−0.6% | Reduced |
| Private Advisor Group, LLC | 6,429 | $311.1K | 0.00% | +863+15.5% | Added |
| PFG Investments, LLC | 6,368 | $308.1K | 0.01% | −456−6.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $308.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,388 | $302.8K | 0.02% | −1,673−20.8% | Reduced |
| STRS Ohio | 6,255 | $302.7K | 0.00% | −10−0.2% | Reduced |
| Equitable Trust Co | 6,235 | $301.7K | 0.01% | −162−2.5% | Reduced |
| Pallas Capital Advisors LLC | 6,129 | $296.6K | 0.01% | +86+1.4% | Added |
| AlphaGrep UK Ltd | 6,065 | $293.5K | 0.09% | +6,065 | New |
| Spirit of America Management Corp | 6,050 | $292.8K | 0.06% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 6,025 | $291.6K | 0.19% | +2,265+60.2% | Added |
| Moneta Group Investment Advisors LLC | 6,012 | $290.9K | 0.00% | +156+2.7% | Added |
| Pictet North America Advisors SA | 5,950 | $287.9K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 5,906 | $285.8K | 0.00% | −17,358−74.6% | Reduced |
| Prentice Wealth Management LLC | 5,870 | $284.0K | 0.06% | +46+0.8% | Added |
| Visionary Wealth Advisors | 5,856 | $283.4K | 0.01% | −298−4.8% | Reduced |
| Independent Financial Group, LLC | 5,750 | $278.2K | 0.01% | −1,800−23.8% | Reduced |
| 1832 Asset Management L.P. | 5,735 | $277.5K | 0.00% | −2,235−28.0% | Reduced |
| Triad Wealth Partners, LLC | 5,689 | $275.3K | 0.02% | +845+17.4% | Added |
| Integrated Advisors Network LLC | 5,617 | $271.8K | 0.01% | −41,817−88.2% | Reduced |
| Sagewood Asset Management LP | 5,599 | $270.9K | 0.08% | −1,306−18.9% | Reduced |
| AE Wealth Management LLC | 5,576 | $269.8K | 0.00% | +5,576 | New |
| Westbourne Investment Advisors, Inc. | 5,500 | $266.1K | 0.08% | −300−5.2% | Reduced |
| Gateway Wealth Partners, LLC | 5,460 | $264.2K | 0.01% | +5,460 | New |
| Profund Advisors LLC | 5,409 | $261.7K | 0.01% | −64−1.2% | Reduced |
| Fayez Sarofim & Co | 5,399 | $261.3K | 0.00% | −1,450−21.2% | Reduced |