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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 53 | $51 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $48 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $48 | 0.00% | +1 | New |
| Proffitt & Goodson Inc | 10 | $10 | 0.00% | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −5,533,198−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,713,670−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −742,257−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −306,433−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −226,712−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −219,275−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −185,934−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −159,229−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −152,601−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −130,954−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −91,592−100.0% | Sold out |
| Woodbridge Co Ltd | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −61,998−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −56,231−100.0% | Sold out |
| JRM Investment Counsel, LLC | 0 | $0 | 0.00% | −54,921−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −50,100−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −35,199−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −34,765−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −34,476−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −33,977−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,129−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −27,119−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −26,250−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,646−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −22,113−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,233−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −20,075−100.0% | Sold out |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −16,554−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −16,084−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −13,032−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −8,886−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,753−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −6,897−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,006−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −6,568−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −5,504−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −5,343−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Fielder Capital Group LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −3,819−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Carnegie Lake Advisors LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Battery Global Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Comprehensive Financial Planning, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Davis Capital Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Meketa Investment Group Inc | – | – | – | – | Not filed |