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, Q2 2026
Institutional positions in Carlyle Group Inc. as of Jun 30, 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
- 588
- −9 vs. Q1 2026
- Shares held
- 220.0M
- +1.11M (+0.5%) vs. Q1 2026
- Total value
- $9.27B
- −$1.33B (−12.5%) vs. Q1 2026
- New holders
- 68
- 227 more added
- Sold out
- 77
- 203 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 226,767 | $9.55M | 0.13% | −18,218−7.4% | Reduced |
| Brown Advisory Inc | 233,127 | $9.82M | 0.02% | −6,418−2.7% | Reduced |
| AQR Capital Management LLC | 234,942 | $9.89M | 0.00% | −46,234−16.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 238,500 | $10.0M | 1.53% | −20,236−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 238,883 | $10.1M | 0.01% | +221,354+1,262.8% | Added |
| Victory Capital Management Inc | 244,735 | $10.3M | 0.01% | −5,287−2.1% | Reduced |
| Citigroup Inc | 250,189 | $10.5M | 0.00% | +84,839+51.3% | Added |
| Price T Rowe Associates Inc | 255,243 | $10.7M | 0.00% | +18,694+7.9% | Added |
| Jones Financial Companies LLLP | 264,135 | $10.9M | 0.00% | +7,885+3.1% | Added |
| Assenagon Asset Management S.A. | 264,232 | $11.1M | 0.01% | +264,232 | New |
| Argent Capital Management LLC | 267,555 | $11.3M | 0.36% | −19,860−6.9% | Reduced |
| Retirement Systems of Alabama | 268,068 | $11.3M | 0.03% | −50,059−15.7% | Reduced |
| Jump Financial, LLC | 277,294 | $11.7M | 0.10% | +277,294 | New |
| Cerity Partners LLC | 279,658 | $11.8M | 0.01% | −5,543−1.9% | Reduced |
| Gator Capital Management, LLC | 282,425 | $11.9M | 2.56% | +91,230+47.7% | Added |
| HSBC Holdings PLC | 283,206 | $11.9M | 0.01% | +71,039+33.5% | Added |
| Natixis Advisors, L.P. | 292,249 | $12.3M | 0.01% | −32,572−10.0% | Reduced |
| Sargent Investment Group, LLC | 300,821 | $12.7M | 1.52% | −2,862−0.9% | Reduced |
| XTX Topco Ltd | 303,222 | $12.8M | 0.17% | +201,149+197.1% | Added |
| California State Teachers Retirement System | 303,315 | $12.8M | 0.01% | −15,804−5.0% | Reduced |
| Bank of Montreal | 306,178 | $12.9M | 0.00% | +46,962+18.1% | Added |
| Barclays PLC | 306,594 | $12.9M | 0.00% | +11,262+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 307,610 | $13.0M | 0.01% | +67,857+28.3% | Added |
| Bank of Nova Scotia | 314,725 | $13.3M | 0.02% | +208,036+195.0% | Added |
| Frontier Capital Management Co LLC | 316,724 | $13.3M | 0.12% | −15,582−4.7% | Reduced |
| California Public Employees Retirement System | 317,266 | $13.4M | 0.01% | −146,910−31.6% | Reduced |
| Van Eck Associates Corp | 370,381 | $15.6M | 0.01% | +126,441+51.8% | Added |
| Wells Fargo & Company | 381,044 | $16.0M | 0.00% | −599−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 387,762 | $16.3M | 0.01% | −2,163−0.6% | Reduced |
| Raymond James Financial Inc | 390,177 | $16.4M | 0.00% | −9,284−2.3% | Reduced |
| Great West Life Assurance Co | 410,908 | $17.3M | 0.03% | +33,666+8.9% | Added |
| Deutsche Bank AG | 418,318 | $17.6M | 0.01% | −382,509−47.8% | Reduced |
| Alliancebernstein L.P. | 375,485 | $18.2M | 0.01% | +343+0.1% | Added |
| Manufacturers Life Insurance Company, The | 451,520 | $19.0M | 0.01% | −31,582−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 477,657 | $20.1M | 0.03% | −8,301−1.7% | Reduced |
| Squarepoint Ops LLC | 495,608 | $20.9M | 0.04% | +453,401+1,074.2% | Added |
| Envestnet Asset Management Inc | 496,560 | $20.9M | 0.00% | +25,318+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,242 | $21.9M | 0.01% | +35,550+7.3% | Added |
| CastleKnight Management LP | 519,576 | $21.9M | 0.80% | +46,600+9.9% | Added |
| Assetmark, Inc | 527,543 | $22.2M | 0.04% | +62,099+13.3% | Added |
| Vanguard Asset Management, Ltd | 543,489 | $22.9M | 0.02% | +68,788+14.5% | Added |
| Franklin Street Advisors Inc | 560,327 | $23.6M | 1.32% | −102,899−15.5% | Reduced |
| Deprince Race & Zollo Inc | 562,441 | $23.7M | 0.40% | +35,151+6.7% | Added |
| Principal Financial Group Inc | 588,520 | $24.8M | 0.01% | +9,444+1.6% | Added |
| Marshall Wace, LLP | 600,241 | $25.3M | 0.02% | +600,241 | New |
| Invesco Ltd. | 683,754 | $28.8M | 0.00% | +6,004+0.9% | Added |
| Rhumbline Advisers | 737,819 | $31.1M | 0.02% | +19,168+2.7% | Added |
| Renaissance Technologies LLC | 744,700 | $31.4M | 0.04% | +608,000+444.8% | Added |
| Prana Capital Management, LP | 813,618 | $34.3M | 1.04% | +163,032+25.1% | Added |
| Citadel Advisors LLC | 835,171 | $35.2M | 0.02% | +835,171 | New |
| Private Management Group Inc | 954,767 | $40.2M | 1.06% | +263,342+38.1% | Added |
| Nuveen, LLC | 955,965 | $40.3M | 0.01% | −3,551−0.4% | Reduced |
| JPMorgan Chase & Co | 1,071,394 | $43.4M | 0.00% | −105,019−8.9% | Reduced |
| Russell Investments Group, Ltd. | 1,049,820 | $44.1M | 0.04% | +113,362+12.1% | Added |
| Walleye Capital LLC | 1,060,746 | $44.7M | 0.21% | +688,791+185.2% | Added |
| Davis Asset Management, L.P. | 1,131,000 | $47.6M | 1.21% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,140,809 | $48.0M | 0.01% | +12,825+1.1% | Added |
| Jane Street Group, LLC | 1,218,238 | $51.3M | 0.03% | +820,832+206.5% | Added |
| Beutel, Goodman & Co Ltd. | 1,270,059 | $53.5M | 0.39% | −248,933−16.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,327,000 | $55.9M | 0.43% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,574,143 | $66.3M | 0.01% | −50,226−3.1% | Reduced |
| UBS Asset Management Americas Inc | 1,602,700 | $67.5M | 0.01% | +86,089+5.7% | Added |
| Vanguard Fiduciary Trust Co | 1,640,080 | $69.1M | 0.02% | +33,241+2.1% | Added |
| Bank of America Corp | 1,886,490 | $79.4M | 0.01% | +547,683+40.9% | Added |
| Algebris (UK) Ltd | 1,923,159 | $80.7M | 5.32% | +628,125+48.5% | Added |
| Bank of New York Mellon Corp | 2,007,599 | $84.5M | 0.01% | −40,051−2.0% | Reduced |
| Ameriprise Financial Inc | 2,026,772 | $85.3M | 0.02% | −694,821−25.5% | Reduced |
| Royal Bank of Canada | 2,029,610 | $85.5M | 0.01% | +1,145,931+129.7% | Added |
| Point72 Asset Management, L.P. | 2,184,854 | $92.0M | 0.14% | +1,981,854+976.3% | Added |
| UBS Group AG | 2,504,918 | $105.5M | 0.02% | −397,470−13.7% | Reduced |
| Northern Trust Corp | 2,576,558 | $108.5M | 0.01% | +76,762+3.1% | Added |
| Dimensional Fund Advisors LP | 2,995,510 | $126.1M | 0.02% | −50,468−1.7% | Reduced |
| Amundi | 3,406,001 | $143.4M | 0.03% | +2,749,781+419.0% | Added |
| Norges Bank | 3,646,300 | $153.5M | 0.02% | +3,646,300 | New |
| Legal & General Group Plc | 3,870,443 | $163.0M | 0.03% | +368,111+10.5% | Added |
| FMR LLC | 4,358,455 | $183.5M | 0.01% | +653,865+17.7% | Added |
| Ariel Investments, LLC | 4,548,683 | $191.5M | 1.91% | +566,926+14.2% | Added |
| Geode Capital Management, LLC | 5,224,555 | $219.4M | 0.01% | +75,432+1.5% | Added |
| William Blair Investment Management, LLC | 5,914,905 | $249.1M | 0.75% | −386,204−6.1% | Reduced |
| Alkeon Capital Management LLC | 5,941,316 | $250.2M | 0.96% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 7,739,524 | $328.6M | 0.11% | +90,515+1.2% | Added |
| State Street Corp | 9,891,982 | $416.6M | 0.01% | +211,112+2.2% | Added |
| Morgan Stanley | 9,993,408 | $420.8M | 0.02% | −179,037−1.8% | Reduced |
| Vanguard Capital Management LLC | 11,464,474 | $482.8M | 0.01% | +70,803+0.6% | Added |
| Capital World Investors | 11,813,798 | $497.5M | 0.06% | −6,013,418−33.7% | Reduced |
| Vanguard Portfolio Management LLC | 11,830,112 | $498.2M | 0.02% | +10,562+0.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 17,661,625 | $743.7M | 0.99% | +1,077,718+6.5% | Added |
| BlackRock, Inc. | 31,984,053 | $1.35B | 0.02% | +959,608+3.1% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −1,516,016−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −693,262−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −480,930−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −351,606−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −317,967−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −160,648−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −160,477−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −157,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −155,284−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −103,696−100.0% | Sold out |