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
Walleye Trading LLC	–	–	–	–	Not filed
Standard Life Aberdeen plc	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
APG Asset Management N.V.	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Winslow Asset Management Inc	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Adage Capital Partners GP, L.L.C.	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Sound Income Strategies, LLC	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Caption Management, LLC	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Caz Investments LP	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
City of London Investment Management Co Ltd	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Kerusso Capital Management LLC	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
Capital Fund Management S.A.	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
Voloridge Investment Management, LLC	–	–	–	–	Not filed
Louisiana State Employees Retirement System	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
one8zero8, LLC	–	–	–	–	Not filed
Wellington Shields Capital Management, LLC	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
Handelsbanken Fonder AB	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
Compagnie Lombard Odier SCmA	–	–	–	–	Not filed
Augustine Asset Management Inc	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Lighthouse Investment Partners, LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Buckland Partners Management Co LLC	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
GFG Capital, LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
Coastal Bridge Advisors, LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
La Banque Postale Asset Management SA	–	–	–	–	Not filed
Twinbeech Capital LP	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
Miller Value Partners, LLC	–	–	–	–	Not filed