Skip to main content

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
Stablepoint Partners, LLC––––Not filed
Cresset Asset Management, LLC––––Not filed
Maryland State Retirement & Pension System––––Not filed
Franklin Resources Inc––––Not filed
Empowered Funds, LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Guinness Asset Management LTD––––Not filed
EntryPoint Capital, LLC––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
Mercer Global Advisors Inc––––Not filed
HB Wealth Management, LLC––––Not filed
Zhang Financial LLC––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
First Manhattan Co––––Not filed
Schroder Investment Management Group––––Not filed
FJ Capital Management LLC––––Not filed
Sterneck Capital Management, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Thoroughbred Financial Services, LLC––––Not filed
44 Wealth Management LLC––––Not filed
Atria Investments LLC––––Not filed
Everhart Financial Group, Inc.––––Not filed
CIBC World Markets Inc.––––Not filed
North Star Investment Management Corp.––––Not filed
Bearing Point Capital, LLC––––Not filed
Catalyst Capital Advisors LLC––––Not filed
US Bancorp––––Not filed
Retirement Planning Co of New England, Inc.––––Not filed
McGowan Group Asset Management, Inc.––––Not filed
Fox Run Management, L.L.C.––––Not filed
Tritonpoint Wealth, LLC––––Not filed
TritonPoint Partners, LLC––––Not filed
Capstone Investment Advisors, LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
ProShare Advisors LLC––––Not filed
Illinois Municipal Retirement Fund––––Not filed
TBH Global Asset Management, LLC––––Not filed
PEAK6 LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
AlphaGrep UK Ltd––––Not filed
Comprehensive Money Management Services LLC––––Not filed
Alps Advisors Inc––––Not filed
Fort Sheridan Advisors LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
Brevan Howard Capital Management LP––––Not filed
NewEdge Wealth, LLC––––Not filed
Fiduciary Group LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Greenwood Capital Associates LLC––––Not filed
E&G Advisors, LP––––Not filed
Vident Advisory, LLC––––Not filed
Shelton Capital Management––––Not filed
Segment Wealth Management, LLC––––Not filed
First Trust Advisors LP––––Not filed
Farther Finance Advisors, LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
EdgeRock Capital LLC––––Not filed
Sterling Capital Management LLC––––Not filed
Wedmont Private Capital––––Not filed
Merit Financial Group, LLC––––Not filed
Leonteq Securities AG––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
GAMMA Investing LLC––––Not filed
North Dakota State Investment Board––––Not filed
Magnetar Financial LLC––––Not filed
Ostrum Asset Management––––Not filed
Glenview Trust Co––––Not filed
Atom Investors LP––––Not filed
Inceptionr LLC––––Not filed
Triad Wealth Partners, LLC––––Not filed
Bridgefront Capital, LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Principle Wealth Partners LLC––––Not filed
National Asset Management, Inc.––––Not filed
Keebeck Wealth Management, LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Summit Financial, LLC––––Not filed
Promethium Advisors,llc––––Not filed
BFSG, LLC––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
We Are One Seven, LLC––––Not filed
Cary Street Partners Financial LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Triangle Securities Wealth Management––––Not filed
PFG Investments, LLC––––Not filed
UniSuper Management Pty Ltd––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
CSM Advisors, LLC––––Not filed
VestGen Advisors, LLC––––Not filed
Equitable Trust Co––––Not filed
Legato Capital Management LLC––––Not filed
Blue Rock Wealth Management LLC––––Not filed
Pictet North America Advisors SA––––Not filed
Prentice Wealth Management LLC––––Not filed
Visionary Wealth Advisors––––Not filed
Pallas Capital Advisors LLC––––Not filed