Carlyle Group Inc.

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001527166

SEC filings (opens in a new tab)

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

Q2 2026 vs. Q1 2026

How the institutions holding Carlyle Group Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of CG: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	604	7	588	−9
Shares	219.0M	91.2K	220.0M	+1.11M (+0.5%)
Value	$10.6B	$4.41M	$9.27B	−$1.33B (−12.5%)

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Carlyle Group Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CG in Q2 2026
Institution	Shares	Value	% of portfolio
Norges Bank	3,646,300	$153.5M	0.02%
Citadel Advisors LLC	835,171	$35.2M	0.02%
Marshall Wace, LLP	600,241	$25.3M	0.02%
Jump Financial, LLC	277,294	$11.7M	0.10%
Assenagon Asset Management S.A.	264,232	$11.1M	0.01%
ExodusPoint Capital Management, LP	225,732	$9.51M	0.09%
Walleye Trading LLC	190,143	$8.01M	0.11%
Caption Management, LLC	114,031	$4.80M	0.17%
Caz Investments LP	106,000	$4.46M	2.12%
Man Group plc	97,720	$4.11M	0.01%
Capital Fund Management S.A.	90,790	$3.82M	0.03%
Voloridge Investment Management, LLC	76,390	$3.22M	0.01%
Vontobel Holding Ltd.	49,844	$2.10M	0.01%
Two Sigma Investments, LP	48,931	$2.06M	0.00%
Gateway Investment Advisers LLC	39,812	$1.68M	0.02%
Campbell & CO Investment Adviser LLC	39,273	$1.65M	0.09%
Qsemble Capital Management, LP	32,140	$1.35M	0.17%
Cercano Management LLC	27,589	$1.16M	0.15%
Simplex Trading, LLC	25,415	$1.07M	0.03%
Group One Trading, L.P.	23,952	$1.01M	0.03%
Credit Industriel Et Commercial	19,195	$808.3K	0.09%
SRS Capital Advisors, Inc.	18,419	$775.6K	0.01%
Wealthspire Advisors, LLC	17,843	$751.4K	0.00%
Jupiter Topco LLC	17,173	$723.1K	0.00%
FORA Capital, LLC	16,129	$679.2K	0.05%
CIBC World Markets Inc.	11,212	$472.1K	0.00%
Fox Run Management, L.L.C.	10,492	$441.8K	0.07%
TritonPoint Partners, LLC	10,455	$440.3K	0.04%
Fideuram Asset Management (Ireland) dac	9,601	$415.8K	0.01%
Alps Advisors Inc	9,616	$404.9K	0.00%
Magnetar Financial LLC	7,721	$325.1K	0.00%
Atom Investors LP	7,571	$318.8K	0.03%
Inceptionr LLC	7,566	$318.6K	0.08%
Bridgefront Capital, LLC	7,234	$304.6K	0.08%
Diversify Advisory Services, LLC	6,216	$287.7K	0.00%
UniSuper Management Pty Ltd	6,376	$268.5K	0.00%
AlphaCore Capital LLC	5,122	$215.7K	0.00%
Principal Street Partners, LLC	5,035	$212.0K	0.03%
Cypress Capital Group	5,018	$211.3K	0.02%
Global Retirement Partners, LLC	4,374	$184.2K	0.00%
University of Texas/Texas Am Investment Managment Co	2,206	$92.9K	0.01%
Aster Capital Management (DIFC) Ltd	2,186	$92.1K	0.02%
Allianz SE	1,090	$45.9K	0.00%
Cape Investment Advisory, Inc.	771	$32.5K	0.01%
Institute for Wealth Management, LLC.	660	$27.8K	0.00%
Axiom Investment Management LLC	300	$12.6K	0.01%
LifeSteps Financial, Inc.	251	$10.6K	0.00%
NVWM, LLC	160	$6.75K	0.00%
Action Point Financial Planning, LLC	151	$6.23K	0.00%
Continuum Advisory, LLC	130	$5.47K	0.00%
Abound Wealth Management	128	$5.39K	0.00%
Silver Grove Financial Group, Inc.	107	$4.51K	0.00%
Quarry LP	86	$3.62K	0.00%
Caitlin John, LLC	83	$3.50K	0.00%
Creative Capital Management Investments LLC	66	$2.78K	0.00%
Synergy Investment Management, LLC	49	$2.19K	0.00%
Marshall Investment Management, LLC	44	$1.85K	0.00%
Manning & Napier Advisors LLC	44	$1.78K	0.00%
Ameriflex Group, Inc.	25	$1.05K	0.00%
Fedenia Advisers LLC	23	$969	0.00%
Davis Capital Management	13	$547	0.00%
UMA Financial Services, Inc.	12	$506	0.00%
DecisionPoint Financial, LLC	7	$297	0.00%
Plante Moran Financial Advisors, LLC	5	$211	0.00%
Highland Investment Advisors LLC	4	$168	0.00%
Maryland Capital Advisors Inc.	3	$127	0.00%
Planning Strategies Inc.	2	$84	0.00%
Navigoe, LLC	3	$0	0.00%

Sold out (77)

Institutions that held Carlyle Group Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CG in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Regents of the University of California	1,516,016	$73.4M
Freestone Grove Partners LP	693,262	$33.5M
Alyeska Investment Group, L.P.	480,930	$23.3M
Woodline Partners LP	351,606	$17.0M
Holocene Advisors, LP	317,967	$15.4M
Capital International Inc	160,648	$7.77M
Lazard Asset Management LLC	160,477	$7.77M
BW Gestao de Investimentos Ltda.	160,000	$7.74M
Bamco Inc	157,000	$7.60M
Cinctive Capital Management LP	155,284	$7.51M
Tredje AP-fonden	103,696	$5.02M
Winton Group Ltd	92,262	$4.46M
Y-Intercept (Hong Kong) Ltd	83,153	$4.02M
Polar Asset Management Partners Inc.	74,007	$3.58M
Stanley-Laman Group, Ltd.	64,679	$3.13M
Mariner, LLC	24,931	$1.21M
Waterway Wealth Management, LLC	19,036	$921.2K
SIH Partners, LLLP	18,600	$900.1K
Havemeyer Place LP	14,236	$688.9K
ASR Vermogensbeheer N.V.	13,281	$642.7K
Tobam	11,116	$538.0K
Moors & Cabot, Inc.	10,879	$526.4K
Evolve Private Wealth, LLC	10,341	$500.4K
Two Sigma Securities, LLC	9,575	$463.3K
Robertson Stephens Wealth Management, LLC	6,595	$319.2K
Independent Financial Group, LLC	5,750	$278.2K
Integrated Advisors Network LLC	5,617	$271.8K
Gateway Wealth Partners, LLC	5,460	$264.2K
Fayez Sarofim & Co	5,399	$261.3K
Sym Financial Corp	5,382	$260.4K
Alpine Global Management, LLC	5,290	$256.0K
Bank Julius Baer & Co. Ltd, Zurich	5,000	$241.9K
Colony Group, LLC	4,760	$230.4K
Oasis Advisors, LLC	4,758	$230.2K
Vise Technologies, Inc.	3,874	$229.0K
Atomi Financial Group, Inc.	4,730	$228.9K
Dynamic Advisor Solutions LLC	4,681	$226.5K
Snowden Capital Advisors LLC	4,581	$221.7K
Flatrock Wealth Partners LLC	4,548	$220.1K
Herold Advisors, Inc.	4,500	$217.8K
PMG Family Office LLC	4,481	$216.8K
Regatta Capital Group, LLC	4,431	$214.4K
Cornerstone Select Advisors, LLC	4,415	$213.6K
Commerce Bank	4,411	$213.4K
Stamos Capital Partners, L.P.	4,382	$212.0K
DMG Group, LLC	4,325	$209.3K
Glenmede Trust Co NA	4,316	$208.9K
Investment Partners Asset Management, Inc.	4,253	$205.8K
Pictet & Cie (Europe) SA	4,250	$205.7K
Mount Yale Investment Advisors, LLC	4,161	$201.4K
SlateStone Wealth, LLC	4,154	$201.0K
Equitable Holdings, Inc.	3,399	$200.9K
Hoertkorn Richard Charles	3,500	$169.4K
Advisory Services Network, LLC	2,490	$120.5K
Quadrant Capital Group LLC	1,325	$64.1K
State of Wyoming	958	$46.4K
MAI Capital Management	805	$39.0K
Root Financial Partners, LLC	509	$24.6K
Twin Peaks Wealth Advisors, LLC	276	$13.4K
Brown Brothers Harriman & Co	275	$13.3K
NBT Bank N A	266	$12.9K
Raiffeisen Bank International AG	262	$12.2K
Teachers Insurance & Annuity Association of America	101	$4.89K
Tidemark, LLC	59	$2.85K
Key Capital Management, INC	58	$2.81K
Activest Wealth Management	48	$2.32K
Stone House Investment Management, LLC	41	$1.98K
Annis Gardner Whiting Capital Advisors, LLC	35	$1.69K
Legacy Wealth Managment, LLC	24	$1.16K
Bernard Wealth Management Corp.	500	$475
TopTier Wealth Management, LLC	9	$436
Investors Portfolio Services LLC	7	$343
Financial Management Professionals, Inc.	7	$339
Intentional Wealth Strategies, LLC	7	$339
Vermillion Wealth Management, Inc.	6	$290
Dunhill Financial, LLC	5	$276
Curio Wealth, LLC	1	$48

Not filed for Q2 2026 yet (7)

Institutions that held Carlyle Group Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CG in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	21,573	$1.04M
Journey Strategic Wealth LLC	17,474	$845.6K
GM Advisory Group, Inc.	17,231	$833.8K
CWM, LLC	15,477	$748.9K
Skopos Labs, Inc.	11,795	$570.8K
Jaffetilchin Investment Partners, LLC	5,317	$257.3K
Sunbelt Securities, Inc.	2,290	$110.8K