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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 399 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 447 | $18.8K | 0.00% | +249+125.8% | Added |
| Cornerstone Planning Group LLC | 430 | $18.9K | 0.00% | −250−36.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 500 | $21.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 550 | $23.2K | 0.00% | −332−37.6% | Reduced |
| Main Street Group, LTD | 568 | $23.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 570 | $24.0K | 0.00% | −143−20.1% | Reduced |
| Deseret Mutual Benefit Administrators | 584 | $24.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 600 | $25.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 600 | $25.3K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 601 | $25.3K | 0.02% | +55+10.1% | Added |
| Motco | 648 | $27.3K | 0.00% | +6+0.9% | Added |
| Institute for Wealth Management, LLC. | 660 | $27.8K | 0.00% | +660 | New |
| Oakworth Capital, Inc. | 708 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 722 | $30.4K | 0.01% | −18−2.4% | Reduced |
| Cape Investment Advisory, Inc. | 771 | $32.5K | 0.01% | +771 | New |
| Bartlett & Co. Wealth Management LLC | 811 | $34.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 813 | $34.2K | 0.00% | +3+0.4% | Added |
| Allworth Financial LP | 843 | $35.5K | 0.00% | −491−36.8% | Reduced |
| IFP Advisors, Inc | 880 | $37.1K | 0.00% | −268−23.3% | Reduced |
| Massmutual Trust Co FSB | 962 | $40.5K | 0.00% | +258+36.6% | Added |
| Community Bank, N.A. | 978 | $41.2K | 0.00% | +206+26.7% | Added |
| Essential Partners LLC | 997 | $42.0K | 0.02% | +370+59.0% | Added |
| Mather Group, LLC. | 1,000 | $42.1K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 1,090 | $45.9K | 0.00% | +1,090 | New |
| Bessemer Group Inc | 1,152 | $48.0K | 0.00% | +196+20.5% | Added |
| GHP Investment Advisors, Inc. | 1,186 | $49.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,218 | $51.3K | 0.00% | +183+17.7% | Added |
| CVA Family Office, LLC | 1,230 | $51.8K | 0.00% | +227+22.6% | Added |
| Smartleaf Asset Management LLC | 1,294 | $52.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,250 | $52.6K | 0.00% | −626−33.4% | Reduced |
| Tema ETFs LLC | 1,263 | $53.2K | 0.00% | −751−37.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,378 | $58.0K | 0.01% | +126+10.1% | Added |
| Gold Investment Management Ltd. | 1,382 | $58.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,394 | $58.7K | 0.00% | −135−8.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,400 | $59.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,468 | $61.8K | 0.00% | +21+1.5% | Added |
| Valley National Advisers Inc | 1,520 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,587 | $66.8K | 0.00% | −15−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,611 | $67.8K | 0.01% | −471−22.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $71.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,708 | $71.9K | 0.00% | −119,410−98.6% | Reduced |
| FIL Ltd | 1,737 | $73.1K | 0.00% | +116+7.2% | Added |
| Wellington Shields & Co., LLC | 1,773 | $74.7K | 0.02% | −190−9.7% | Reduced |
| Spire Wealth Management | 1,850 | $77.9K | 0.00% | −1,106−37.4% | Reduced |
| Oslo Pensjonsforsikring AS | 1,884 | $79.3K | 0.01% | +685+57.1% | Added |
| Los Angeles Capital Management LLC | 1,888 | $79.5K | 0.00% | +768+68.6% | Added |
| Twin Tree Management, LP | 1,985 | $83.6K | 0.01% | −2,299−53.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,186 | $92.1K | 0.02% | +2,186 | New |
| University of Texas/Texas Am Investment Managment Co | 2,206 | $92.9K | 0.01% | +2,206 | New |
| Tower View Investment Management & Research LLC | 2,291 | $96.5K | 0.04% | +18+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,397 | $100.9K | 0.00% | +680+39.6% | Added |
| Western Pacific Wealth Management, LP | 2,478 | $104.3K | 0.09% | −371−13.0% | Reduced |
| Old Point Trust & Financial Services N A | 3,000 | $126.3K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,030 | $127.2K | 0.00% | −664−18.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,047 | $128.3K | 0.02% | +3,046+304,600.0% | Added |
| Nisa Investment Advisors, LLC | 3,104 | $130.7K | 0.00% | +506+19.5% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $139.5K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 3,365 | $141.7K | 0.00% | −1,611−32.4% | Reduced |
| Spirit of America Management Corp | 3,550 | $149.5K | 0.03% | −2,500−41.3% | Reduced |
| Umb Bank N A | 3,557 | $149.8K | 0.00% | −372−9.5% | Reduced |
| Stelac Advisory Services LLC | 3,590 | $151.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,667 | $154.4K | 0.00% | −573−13.5% | Reduced |
| Huntington National Bank | 3,875 | $163.2K | 0.00% | +2,104+118.8% | Added |
| Macquarie Group Ltd | 4,123 | $173.6K | 0.00% | −563−12.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,334 | $182.5K | 0.00% | −1,572−26.6% | Reduced |
| Global Retirement Partners, LLC | 4,374 | $184.2K | 0.00% | +4,374 | New |
| Barrett & Company, Inc. | 4,406 | $185.6K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,520 | $190.3K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 4,543 | $191.0K | 0.00% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,815 | $202.7K | 0.07% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,950 | $208.4K | 0.10% | −170−3.3% | Reduced |
| M&T Bank Corp | 4,985 | $209.9K | 0.00% | −16−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,008 | $210.9K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 5,018 | $211.3K | 0.02% | +5,018 | New |
| Principal Street Partners, LLC | 5,035 | $212.0K | 0.03% | +5,035 | New |
| AlphaCore Capital LLC | 5,122 | $215.7K | 0.00% | +5,122 | New |
| Mission Wealth Management, LP | 5,228 | $220.2K | 0.00% | +99+1.9% | Added |
| Profund Advisors LLC | 5,242 | $220.7K | 0.01% | −167−3.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,254 | $221.2K | 0.00% | +971+22.7% | Added |
| Ossiam | 5,278 | $222.3K | 0.00% | +3,263+161.9% | Added |
| Integrated Wealth Concepts LLC | 5,288 | $222.7K | 0.00% | −2,975−36.0% | Reduced |
| Whetstone Capital Advisors, LLC | 5,312 | $223.7K | 0.06% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,363 | $225.8K | 0.00% | −3,000−35.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,383 | $226.7K | 0.00% | −629−10.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,450 | $229.5K | 0.06% | −50−0.9% | Reduced |
| AE Wealth Management LLC | 5,466 | $230.1K | 0.00% | −110−2.0% | Reduced |
| 1832 Asset Management L.P. | 5,485 | $231.0K | 0.00% | −250−4.4% | Reduced |
| STRS Ohio | 5,595 | $235.6K | 0.00% | −660−10.6% | Reduced |
| Krilogy Financial LLC | 5,698 | $239.9K | 0.01% | +998+21.2% | Added |
| Osmosis Investment Management UK Ltd | 5,752 | $242.2K | 0.01% | −14,060−71.0% | Reduced |
| Pallas Capital Advisors LLC | 5,763 | $242.7K | 0.01% | −366−6.0% | Reduced |
| Visionary Wealth Advisors | 5,809 | $244.6K | 0.01% | −47−0.8% | Reduced |
| Prentice Wealth Management LLC | 5,899 | $248.4K | 0.05% | +29+0.5% | Added |
| Pictet North America Advisors SA | 5,950 | $250.6K | 0.02% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 6,000 | $252.7K | 0.14% | −1,000−14.3% | Reduced |
| Legato Capital Management LLC | 6,061 | $255.2K | 0.02% | −2,279−27.3% | Reduced |
| Equitable Trust Co | 6,235 | $262.6K | 0.01% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 6,282 | $264.5K | 0.01% | −1,294−17.1% | Reduced |
| CSM Advisors, LLC | 6,280 | $265.0K | 0.01% | −268,811−97.7% | Reduced |