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

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

Value held

Institutions holding CG and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Gateway Investment Advisers LLC	–	–	–	–	Not filed
Campbell & CO Investment Adviser LLC	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
Sirios Capital Management L P	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Nissay Asset Management Corp	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Amica Mutual Insurance Co	–	–	–	–	Not filed
Qsemble Capital Management, LP	–	–	–	–	Not filed
Intrepid Capital Management Inc	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Sierra Capital LLC	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
OP Asset Management Ltd	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Allstate Corp	–	–	–	–	Not filed
Entropy Technologies, LP	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Diversified Trust Co	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Banque Pictet & Cie SA	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Cercano Management LLC	–	–	–	–	Not filed
Waterfront Wealth Inc.	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
Swedbank AB	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
Jeppson Wealth Management, LLC	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Davenport & Co LLC	–	–	–	–	Not filed
Onyx Bridge Wealth Group LLC	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Daiwa Securities Group Inc.	–	–	–	–	Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Garrison Bradford & Associates Inc	–	–	–	–	Not filed
Hilltop Holdings Inc.	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Wesbanco Bank Inc	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Tokio Marine Asset Management Co Ltd	–	–	–	–	Not filed
Credit Industriel Et Commercial	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
SMH Capital Advisors Inc	–	–	–	–	Not filed
Carson Advisory Inc.	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Saudi Central Bank	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Carret Asset Management, LLC	–	–	–	–	Not filed
Cordoba Advisory Partners LLC	–	–	–	–	Not filed
Gulf International Bank (UK) Ltd	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
Moody National Bank Trust Division	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Winthrop Partners - WNY, LLC	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Investment Management Corp of Ontario	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Polymer Capital Management (US) LLC	–	–	–	–	Not filed
Stiles Financial Services Inc	–	–	–	–	Not filed
FORA Capital, LLC	–	–	–	–	Not filed
O'Rourke & Company, Inc	–	–	–	–	Not filed
National Pension Service	–	–	–	–	Not filed
Daymark Wealth Partners, LLC	–	–	–	–	Not filed
Baldwin Brothers Inc	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
Sagewood Asset Management LP	–	–	–	–	Not filed
Arete Wealth Advisors, LLC	–	–	–	–	Not filed
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Abn Amro Investment Solutions	–	–	–	–	Not filed
Rakuten Investment Management, Inc.	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed