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Carlyle Group Inc.

CG
Exchange
Nasdaq
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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
Osmosis Investment Management UK Ltd––––Not filed
Krilogy Financial LLC––––Not filed
STRS Ohio––––Not filed
1832 Asset Management L.P.––––Not filed
AE Wealth Management LLC––––Not filed
Westbourne Investment Advisors, Inc.––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Whetstone Capital Advisors, LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Ossiam––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Profund Advisors LLC––––Not filed
Mission Wealth Management, LP––––Not filed
AlphaCore Capital LLC––––Not filed
Principal Street Partners, LLC––––Not filed
Cypress Capital Group––––Not filed
Harbor Investment Advisory, LLC––––Not filed
M&T Bank Corp––––Not filed
KRS Capital Management, LLC––––Not filed
Tranquility Partners, LLC––––Not filed
Vestcor Inc––––Not filed
Storebrand Asset Management AS––––Not filed
Barrett & Company, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Macquarie Group Ltd––––Not filed
Huntington National Bank––––Not filed
Larson Financial Group LLC––––Not filed
Stelac Advisory Services LLC––––Not filed
Umb Bank N A––––Not filed
Spirit of America Management Corp––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Gunpowder Capital Management, LLC dba Oliver Wealth Management––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Old Point Trust & Financial Services N A––––Not filed
Western Pacific Wealth Management, LP––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Tower View Investment Management & Research LLC––––Not filed
University of Texas/Texas Am Investment Managment Co––––Not filed
Aster Capital Management (DIFC) Ltd––––Not filed
Twin Tree Management, LP––––Not filed
Los Angeles Capital Management LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Spire Wealth Management––––Not filed
Wellington Shields & Co., LLC––––Not filed
FIL Ltd––––Not filed
Natixis––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Bogart Wealth, LLC––––Not filed
Valley National Advisers Inc––––Not filed
Parallel Advisors, LLC––––Not filed
Ramirez Asset Management, Inc.––––Not filed
Rothschild Investment LLC––––Not filed
Gold Investment Management Ltd.––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Tema ETFs LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
CVA Family Office, LLC––––Not filed
LRI Investments, LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Bessemer Group Inc––––Not filed
Allianz SE––––Not filed
Mather Group, LLC.––––Not filed
Essential Partners LLC––––Not filed
Community Bank, N.A.––––Not filed
Massmutual Trust Co FSB––––Not filed
IFP Advisors, Inc––––Not filed
Allworth Financial LP––––Not filed
Harbour Investments, Inc.––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Motco––––Not filed
Adkins Seale Capital Management LLC––––Not filed
Central Trust Co––––Not filed
Golden State Wealth Management, LLC––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Private Trust Co NA––––Not filed
Main Street Group, LTD––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Intesa Sanpaolo Wealth Management––––Not filed
Cornerstone Planning Group LLC––––Not filed
Global X Japan Co., Ltd.––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
EFG International AG––––Not filed
Retirement Wealth Solutions LLC––––Not filed
TSFG, LLC––––Not filed
High Note Wealth, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Axiom Investment Management LLC––––Not filed
Proathlete Wealth Management LLC––––Not filed
S&T Bank––––Not filed
Albion Financial Group––––Not filed