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, Q2 2026
Institutional positions in Carlyle Group Inc. as of Jun 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
- Institutional holders
- 588
- −9 vs. Q1 2026
- Shares held
- 220.0M
- +1.11M (+0.5%) vs. Q1 2026
- Total value
- $9.27B
- −$1.33B (−12.5%) vs. Q1 2026
- New holders
- 68
- 227 more added
- Sold out
- 77
- 203 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Proffitt & Goodson Inc | 10 | $10 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 53 | $51 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2 | $84 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 121 | $115 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $127 | 0.00% | +3 | New |
| Highland Investment Advisors LLC | 4 | $168 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $211 | 0.00% | +1+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $211 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $253 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $295 | 0.00% | −3−30.0% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $295 | 0.00% | +4+133.3% | Added |
| DecisionPoint Financial, LLC | 7 | $297 | 0.00% | +7 | New |
| Quent Capital, LLC | 8 | $337 | 0.00% | −199−96.1% | Reduced |
| Creative Financial Designs Inc | 10 | $421 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $505 | 0.00% | −42−77.8% | Reduced |
| UMA Financial Services, Inc. | 12 | $506 | 0.00% | +12 | New |
| Torren Management, LLC | 13 | $531 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $547 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 13 | $547 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 14 | $590 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $674 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19 | $801 | 0.00% | +10+111.1% | Added |
| Kilter Group LLC | 21 | $895 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $969 | 0.00% | +21+1,050.0% | Added |
| Fedenia Advisers LLC | 23 | $969 | 0.00% | +23 | New |
| Insight Financial Services | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $1.05K | 0.00% | +25 | New |
| Signature Equity Partners, LLC | 26 | $1.07K | 0.00% | +1+4.0% | Added |
| Financial Consulate, Inc | 26 | $1.09K | 0.00% | −247−90.5% | Reduced |
| HFM Investment Advisors, LLC | 28 | $1.18K | 0.00% | +15+115.4% | Added |
| Versant Capital Management, Inc | 33 | $1.39K | 0.00% | −18−35.3% | Reduced |
| Benson Wealth Management INC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $1.47K | 0.00% | +5+16.7% | Added |
| True Wealth Design, LLC | 40 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 42 | $1.77K | 0.00% | +15+55.6% | Added |
| Manning & Napier Advisors LLC | 44 | $1.78K | 0.00% | +44 | New |
| South State Corp. | 44 | $1.85K | 0.00% | −6−12.0% | Reduced |
| Marshall Investment Management, LLC | 44 | $1.85K | 0.00% | +44 | New |
| JPL Wealth Management, LLC | 45 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 47 | $1.98K | 0.00% | +18+62.1% | Added |
| Avion Wealth | 71 | $2.00K | 0.00% | −49−40.8% | Reduced |
| SHP Wealth Management | 48 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 48 | $2.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $2.02K | 0.00% | +2+4.3% | Added |
| Synergy Investment Management, LLC | 49 | $2.19K | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 57 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $2.40K | 0.00% | −101−63.9% | Reduced |
| Cromwell Holdings LLC | 61 | $2.57K | 0.00% | +8+15.1% | Added |
| WPG Advisers, LLC | 62 | $2.61K | 0.00% | +33+113.8% | Added |
| Creative Capital Management Investments LLC | 66 | $2.78K | 0.00% | +66 | New |
| Brown, Lisle/Cummings, Inc. | 69 | $2.91K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 83 | $3.50K | 0.00% | +83 | New |
| Cullen/Frost Bankers, Inc. | 83 | $3.50K | 0.00% | +12+16.9% | Added |
| Quarry LP | 86 | $3.62K | 0.00% | +86 | New |
| CoreCap Advisors, LLC | 88 | $3.71K | 0.00% | +85+2,833.3% | Added |
| Rossby Financial, LCC | 90 | $3.79K | 0.00% | −45−33.3% | Reduced |
| Clark Wealth Partners | 98 | $4.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $4.21K | 0.00% | +50+100.0% | Added |
| First Horizon Corp | 102 | $4.30K | 0.00% | −20−16.4% | Reduced |
| Silver Grove Financial Group, Inc. | 107 | $4.51K | 0.00% | +107 | New |
| Bryn Mawr Trust Co | 116 | $4.88K | 0.00% | −2,700−95.9% | Reduced |
| Ronald Blue Trust, Inc. | 118 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $5.05K | 0.00% | −79−39.7% | Reduced |
| Abound Wealth Management | 128 | $5.39K | 0.00% | +128 | New |
| Continuum Advisory, LLC | 130 | $5.47K | 0.00% | +130 | New |
| Transamerica Financial Advisors, Inc. | 133 | $5.64K | 0.00% | +11+9.0% | Added |
| Hilton Head Capital Partners, LLC | 138 | $5.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 138 | $5.81K | 0.00% | +38+38.0% | Added |
| Principia Wealth Advisory, LLC | 140 | $5.89K | 0.00% | +91+185.7% | Added |
| Bell Investment Advisors, Inc | 140 | $5.90K | 0.00% | −136−49.3% | Reduced |
| CX Institutional | 142 | $6.00K | 0.00% | −191−57.4% | Reduced |
| Colonial Trust Co | 144 | $6.06K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 151 | $6.23K | 0.00% | +151 | New |
| Zions Bancorporation, National Association | 156 | $6.57K | 0.00% | +22+16.4% | Added |
| NVWM, LLC | 160 | $6.75K | 0.00% | +160 | New |
| JFS Wealth Advisors, LLC | 169 | $7.12K | 0.00% | −11−6.1% | Reduced |
| Covestor Ltd | 194 | $8.00K | 0.00% | −18−8.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 200 | $8.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $8.51K | 0.00% | −1−0.5% | Reduced |
| Align Financial, LLC | 202 | $8.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 220 | $9.26K | 0.00% | −10−4.3% | Reduced |
| Parkside Financial Bank & Trust | 227 | $9.56K | 0.00% | −247−52.1% | Reduced |
| Darwin Advisors, LLC | 245 | $10.4K | 0.00% | +1+0.4% | Added |
| Atlantic Trust, LLC | 250 | $10.5K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 251 | $10.6K | 0.00% | +251 | New |
| Owl Creek Wealth Partners LLC | 255 | $10.7K | 0.00% | −110−30.1% | Reduced |
| Albion Financial Group | 273 | $11.5K | 0.00% | −16−5.5% | Reduced |
| S&T Bank | 294 | $12.4K | 0.00% | +200+212.8% | Added |
| Proathlete Wealth Management LLC | 297 | $12.5K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 300 | $12.6K | 0.01% | +300 | New |
| Fortitude Family Office, LLC | 302 | $12.7K | 0.00% | +168+125.4% | Added |
| High Note Wealth, LLC | 308 | $13.0K | 0.00% | −109−26.1% | Reduced |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 368 | $15.5K | 0.01% | −36−8.9% | Reduced |
| EFG International AG | 398 | $16.8K | 0.00% | +118+42.1% | Added |