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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 5,382 | $260.4K | 0.03% | +83+1.6% | Added |
| Ostrum Asset Management | 5,345 | $258.6K | 0.01% | +4,326+424.5% | Added |
| Jaffetilchin Investment Partners, LLC | 5,317 | $257.3K | 0.02% | −306−5.4% | Reduced |
| Whetstone Capital Advisors, LLC | 5,312 | $257.0K | 0.10% | +1,616+43.7% | Added |
| Alpine Global Management, LLC | 5,290 | $256.0K | 0.04% | +5,290 | New |
| BFSG, LLC | 5,266 | $254.8K | 0.02% | +351+7.1% | Added |
| Mission Wealth Management, LP | 5,129 | $248.2K | 0.01% | −10−0.2% | Reduced |
| KRS Capital Management, LLC | 5,120 | $247.8K | 0.15% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,215 | $247.3K | 0.00% | +629+13.7% | Added |
| Leonteq Securities AG | 5,013 | $242.6K | 0.01% | +2,797+126.2% | Added |
| Harbor Investment Advisory, LLC | 5,008 | $242.3K | 0.02% | +8+0.2% | Added |
| M&T Bank Corp | 5,001 | $242.0K | 0.00% | −384−7.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $241.9K | 0.00% | +5,000 | New |
| Krilogy Financial LLC | 4,700 | $241.0K | 0.01% | +4,700 | New |
| Hamilton Capital Partners Inc. | 4,976 | $240.8K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,943 | $239.2K | 0.07% | +4,943 | New |
| Tranquility Partners, LLC | 4,815 | $233.0K | 0.09% | −118−2.4% | Reduced |
| Colony Group, LLC | 4,760 | $230.4K | 0.00% | −3,658−43.5% | Reduced |
| Oasis Advisors, LLC | 4,758 | $230.2K | 0.05% | +4,758 | New |
| Vise Technologies, Inc. | 3,874 | $229.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,730 | $228.9K | 0.01% | +398+9.2% | Added |
| Macquarie Group Ltd | 4,686 | $226.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,681 | $226.5K | 0.01% | +9+0.2% | Added |
| United Capital Financial Advisers, LLC | 4,609 | $223.1K | 0.00% | −2,505−35.2% | Reduced |
| Snowden Capital Advisors LLC | 4,581 | $221.7K | 0.01% | −2,885−38.6% | Reduced |
| Diversify Wealth Management, LLC | 4,618 | $220.8K | 0.00% | +4,618 | New |
| Flatrock Wealth Partners LLC | 4,548 | $220.1K | 0.10% | −24−0.5% | Reduced |
| Vestcor Inc | 4,543 | $220.0K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,520 | $218.7K | 0.00% | −9,052−66.7% | Reduced |
| Herold Advisors, Inc. | 4,500 | $217.8K | 0.05% | 00.0% | Unchanged |
| PMG Family Office LLC | 4,481 | $216.8K | 0.24% | +72+1.6% | Added |
| Regatta Capital Group, LLC | 4,431 | $214.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 4,415 | $213.6K | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 4,411 | $213.4K | 0.00% | −750−14.5% | Reduced |
| Barrett & Company, Inc. | 4,406 | $213.2K | 0.07% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 4,382 | $212.0K | 0.03% | +4,382 | New |
| DMG Group, LLC | 4,325 | $209.3K | 0.14% | −2,437−36.0% | Reduced |
| Glenmede Trust Co NA | 4,316 | $208.9K | 0.00% | −233−5.1% | Reduced |
| Twin Tree Management, LP | 4,284 | $207.3K | 0.04% | +4,284 | New |
| Envestnet Portfolio Solutions, Inc. | 4,283 | $207.3K | 0.00% | −1,155−21.2% | Reduced |
| Investment Partners Asset Management, Inc. | 4,253 | $205.8K | 0.13% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,250 | $205.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,240 | $205.2K | 0.01% | +615+17.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,161 | $201.4K | 0.00% | +4,161 | New |
| SlateStone Wealth, LLC | 4,154 | $201.0K | 0.02% | −2,875−40.9% | Reduced |
| Equitable Holdings, Inc. | 3,399 | $200.9K | 0.00% | −66−1.9% | Reduced |
| Umb Bank N A | 3,929 | $190.1K | 0.00% | −456−10.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,694 | $178.3K | 0.00% | −42−1.1% | Reduced |
| Stelac Advisory Services LLC | 3,590 | $173.7K | 0.04% | −920−20.4% | Reduced |
| Hoertkorn Richard Charles | 3,500 | $169.4K | 0.14% | −16,100−82.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $160.3K | 0.12% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,000 | $145.2K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 2,956 | $143.0K | 0.00% | −414−12.3% | Reduced |
| Western Pacific Wealth Management, LP | 2,849 | $137.9K | 0.14% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,816 | $136.3K | 0.00% | +2,700+2,327.6% | Added |
| Nisa Investment Advisors, LLC | 2,598 | $125.7K | 0.00% | −845−24.5% | Reduced |
| Advisory Services Network, LLC | 2,490 | $120.5K | 0.00% | +2,490 | New |
| Sunbelt Securities, Inc. | 2,290 | $110.8K | 0.01% | +500+27.9% | Added |
| Tower View Investment Management & Research LLC | 2,273 | $110.0K | 0.06% | +15+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,082 | $100.7K | 0.01% | −99−4.5% | Reduced |
| Ossiam | 2,015 | $97.5K | 0.00% | +948+88.8% | Added |
| Tema ETFs LLC | 2,014 | $97.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,963 | $95.0K | 0.02% | −135−6.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,876 | $90.8K | 0.00% | +533+39.7% | Added |
| Huntington National Bank | 1,771 | $85.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,717 | $83.1K | 0.00% | −328−16.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $82.2K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,621 | $78.4K | 0.00% | +1,621 | New |
| Bogart Wealth, LLC | 1,602 | $77.5K | 0.00% | +31+2.0% | Added |
| Rothschild Investment LLC | 1,529 | $74.0K | 0.00% | +152+11.0% | Added |
| Valley National Advisers Inc | 1,520 | $73.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,447 | $70.0K | 0.00% | +44+3.1% | Added |
| Ramirez Asset Management, Inc. | 1,400 | $67.7K | 0.01% | −700−33.3% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $66.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,334 | $64.5K | 0.00% | +613+85.0% | Added |
| Quadrant Capital Group LLC | 1,325 | $64.1K | 0.00% | −2−0.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,252 | $60.6K | 0.01% | −31−2.4% | Reduced |
| Smartleaf Asset Management LLC | 1,294 | $60.1K | 0.00% | −333−20.5% | Reduced |
| Oslo Pensjonsforsikring AS | 1,199 | $58.0K | 0.01% | +1,199 | New |
| GHP Investment Advisors, Inc. | 1,186 | $57.4K | 0.00% | +1,186 | New |
| IFP Advisors, Inc | 1,148 | $55.6K | 0.00% | −1,801−61.1% | Reduced |
| Los Angeles Capital Management LLC | 1,120 | $54.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,035 | $50.1K | 0.00% | +86+9.1% | Added |
| CVA Family Office, LLC | 1,003 | $48.5K | 0.01% | +138+16.0% | Added |
| Mather Group, LLC. | 1,000 | $48.4K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 956 | $47.0K | 0.00% | −709−42.6% | Reduced |
| State of Wyoming | 958 | $46.4K | 0.01% | −130−11.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 882 | $42.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 811 | $40.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 810 | $39.1K | 0.00% | +582+255.3% | Added |
| MAI Capital Management | 805 | $39.0K | 0.00% | +393+95.4% | Added |
| Community Bank, N.A. | 772 | $37.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 740 | $35.8K | 0.01% | −215−22.5% | Reduced |
| Cornerstone Planning Group LLC | 680 | $34.9K | 0.00% | +139+25.7% | Added |
| Private Trust Co NA | 713 | $34.5K | 0.00% | −303−29.8% | Reduced |
| Oakworth Capital, Inc. | 708 | $34.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 704 | $34.1K | 0.00% | +84+13.5% | Added |
| Motco | 642 | $31.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 627 | $30.3K | 0.01% | +25+4.2% | Added |
| Central Trust Co | 600 | $29.0K | 0.00% | −7−1.2% | Reduced |