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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, Q3 2026

Institutional positions in Carlyle Group Inc. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
0 vs. Q2 2026
Shares held
863
+686 (+387.6%) vs. Q2 2026
Total value
$34.4K
+$26.9K (+360.3%) vs. Q2 2026
New holders
0
3 more added
Sold out
0
0 more reduced

585 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 315 institutionsQ2 2021: 344 institutionsQ3 2021: 394 institutionsQ4 2021: 461 institutionsQ1 2022: 482 institutionsQ2 2022: 441 institutionsQ3 2022: 416 institutionsQ4 2022: 429 institutionsQ1 2023: 428 institutionsQ2 2023: 396 institutionsQ3 2023: 413 institutionsQ4 2023: 471 institutionsQ1 2024: 518 institutionsQ2 2024: 516 institutionsQ3 2024: 525 institutionsQ4 2024: 565 institutionsQ1 2025: 527 institutionsQ2 2025: 573 institutionsQ3 2025: 638 institutionsQ4 2025: 627 institutionsQ1 2026: 604 institutionsQ2 2026: 588 institutions
Value held
Q1 2021: $4.71BQ2 2021: $6.54BQ3 2021: $8.09BQ4 2021: $9.80BQ1 2022: $9.22BQ2 2022: $6.04BQ3 2022: $5.03BQ4 2022: $5.98BQ1 2023: $6.19BQ2 2023: $6.59BQ3 2023: $6.22BQ4 2023: $8.67BQ1 2024: $9.81BQ2 2024: $8.43BQ3 2024: $9.09BQ4 2024: $10.9BQ1 2025: $9.85BQ2 2025: $11.8BQ3 2025: $14.3BQ4 2025: $13.5BQ1 2026: $10.6BQ2 2026: $9.27B
Institutions holding CG and their total value by quarter
QuarterHoldersValue
Q2 2026588$9.27B
Q1 2026604$10.6B
Q4 2025627$13.5B
Q3 2025638$14.3B
Q2 2025573$11.8B
Q1 2025527$9.85B
Q4 2024565$10.9B
Q3 2024525$9.09B
Q2 2024516$8.43B
Q1 2024518$9.81B
Q4 2023471$8.67B
Q3 2023413$6.22B
Q2 2023396$6.59B
Q1 2023428$6.19B
Q4 2022429$5.98B
Q3 2022416$5.03B
Q2 2022441$6.04B
Q1 2022482$9.22B
Q4 2021461$9.80B
Q3 2021394$8.09B
Q2 2021344$6.54B
Q1 2021315$4.71B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2026.

Institutions holding CG in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Planning Strategies Inc.17$6740.00%+15+750.0%Added
Versant Capital Management, Inc321$12.7K0.00%+288+872.7%Added
CX Institutional525$21.0K0.00%+383+269.7%Added
BlackRock, Inc.––––Not filed
Harris Associates L PSuperinvestorHarris Associates (Oakmark)––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Capital World Investors––––Not filed
Vanguard Capital Management LLC––––Not filed
Morgan Stanley––––Not filed
State Street Corp––––Not filed
Massachusetts Financial Services Co––––Not filed
Alkeon Capital Management LLC––––Not filed
William Blair Investment Management, LLC––––Not filed
Geode Capital Management, LLC––––Not filed
Ariel Investments, LLC––––Not filed
FMR LLC––––Not filed
Legal & General Group Plc––––Not filed
Norges Bank––––Not filed
Amundi––––Not filed
Dimensional Fund Advisors LP––––Not filed
Northern Trust Corp––––Not filed
UBS Group AG––––Not filed
Point72 Asset Management, L.P.––––Not filed
Royal Bank of Canada––––Not filed
Ameriprise Financial Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Algebris (UK) Ltd––––Not filed
Bank of America Corp––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
UBS Asset Management Americas Inc––––Not filed
Goldman Sachs Group Inc––––Not filed
Markel Group Inc.SuperinvestorMarkel Group––––Not filed
Beutel, Goodman & Co Ltd.––––Not filed
Jane Street Group, LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Davis Asset Management, L.P.––––Not filed
Walleye Capital LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
JPMorgan Chase & Co––––Not filed
Nuveen, LLC––––Not filed
Private Management Group Inc––––Not filed
Citadel Advisors LLC––––Not filed
Prana Capital Management, LP––––Not filed
Renaissance Technologies LLC––––Not filed
Rhumbline Advisers––––Not filed
Invesco Ltd.––––Not filed
Marshall Wace, LLP––––Not filed
Principal Financial Group Inc––––Not filed
Deprince Race & Zollo Inc––––Not filed
Franklin Street Advisors Inc––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Assetmark, Inc––––Not filed
CastleKnight Management LP––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Envestnet Asset Management Inc––––Not filed
Squarepoint Ops LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Alliancebernstein L.P.––––Not filed
Deutsche Bank AG––––Not filed
Great West Life Assurance Co––––Not filed
Raymond James Financial Inc––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Wells Fargo & Company––––Not filed
Van Eck Associates Corp––––Not filed
California Public Employees Retirement System––––Not filed
Frontier Capital Management Co LLC––––Not filed
Bank of Nova Scotia––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Barclays PLC––––Not filed
Bank of Montreal––––Not filed
California State Teachers Retirement System––––Not filed
XTX Topco Ltd––––Not filed
Sargent Investment Group, LLC––––Not filed
Natixis Advisors, L.P.––––Not filed
HSBC Holdings PLC––––Not filed
Gator Capital Management, LLC––––Not filed
Cerity Partners LLC––––Not filed
Jump Financial, LLC––––Not filed
Retirement Systems of Alabama––––Not filed
Argent Capital Management LLC––––Not filed
Assenagon Asset Management S.A.––––Not filed
Jones Financial Companies LLLP––––Not filed
Price T Rowe Associates Inc––––Not filed
Citigroup Inc––––Not filed
Victory Capital Management Inc––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Allen Mooney & Barnes Investment Advisors LLC––––Not filed
AQR Capital Management LLC––––Not filed
Brown Advisory Inc––––Not filed
Soros Fund Management LLCSuperinvestorSoros Fund Management––––Not filed
ExodusPoint Capital Management, LP––––Not filed
MetLife Investment Management––––Not filed
Oppenheimer & Co Inc––––Not filed
DnB Asset Management AS––––Not filed
Galvin, Gaustad & Stein, LLC––––Not filed
Royal London Asset Management Ltd––––Not filed
Lalia Capital, LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Sit Investment Associates Inc––––Not filed