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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 6,365 | $268.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,376 | $268.5K | 0.00% | +6,376 | New |
| PFG Investments, LLC | 6,391 | $269.1K | 0.01% | +23+0.4% | Added |
| Triangle Securities Wealth Management | 6,430 | $270.8K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,513 | $274.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 6,595 | $277.7K | 0.01% | −110−1.6% | Reduced |
| We Are One Seven, LLC | 6,621 | $278.8K | 0.00% | +83+1.3% | Added |
| Hantz Financial Services, Inc. | 6,707 | $282.0K | 0.00% | −1,339−16.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,715 | $282.8K | 0.00% | −9,791−59.3% | Reduced |
| BFSG, LLC | 6,751 | $284.3K | 0.03% | +1,485+28.2% | Added |
| Promethium Advisors,llc | 6,754 | $284.4K | 0.14% | −140−2.0% | Reduced |
| Summit Financial, LLC | 6,761 | $284.7K | 0.00% | +9+0.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $286.3K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 6,216 | $287.7K | 0.00% | +1,598+34.6% | Added |
| Diversify Advisory Services, LLC | 6,216 | $287.7K | 0.00% | +6,216 | New |
| Keebeck Wealth Management, LLC | 6,955 | $292.9K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,282 | $295.1K | 0.02% | +13+0.2% | Added |
| Principle Wealth Partners LLC | 7,131 | $300.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,150 | $301.1K | 0.01% | −319−4.3% | Reduced |
| Bridgefront Capital, LLC | 7,234 | $304.6K | 0.08% | +7,234 | New |
| Triad Wealth Partners, LLC | 6,272 | $306.8K | 0.02% | +583+10.2% | Added |
| Inceptionr LLC | 7,566 | $318.6K | 0.08% | +7,566 | New |
| Atom Investors LP | 7,571 | $318.8K | 0.03% | +7,571 | New |
| Glenview Trust Co | 7,680 | $323.4K | 0.00% | +539+7.5% | Added |
| Ostrum Asset Management | 7,682 | $323.5K | 0.02% | +2,337+43.7% | Added |
| Magnetar Financial LLC | 7,721 | $325.1K | 0.00% | +7,721 | New |
| GAMMA Investing LLC | 7,778 | $327.5K | 0.01% | −1,284−14.2% | Reduced |
| North Dakota State Investment Board | 7,778 | $327.5K | 0.01% | +132+1.7% | Added |
| Sequoia Financial Advisors, LLC | 7,794 | $328.2K | 0.00% | −496−6.0% | Reduced |
| Leonteq Securities AG | 7,801 | $328.5K | 0.02% | +2,788+55.6% | Added |
| Merit Financial Group, LLC | 7,827 | $329.6K | 0.00% | +810+11.5% | Added |
| Wedmont Private Capital | 7,433 | $332.3K | 0.01% | +295+4.1% | Added |
| Sterling Capital Management LLC | 7,984 | $336.2K | 0.01% | −832−9.4% | Reduced |
| EdgeRock Capital LLC | 7,987 | $336.3K | 0.08% | −58−0.7% | Reduced |
| Kovack Advisors, Inc. | 8,029 | $339.9K | 0.02% | +1,641+25.7% | Added |
| Farther Finance Advisors, LLC | 8,115 | $341.0K | 0.00% | +2,900+55.6% | Added |
| First Trust Advisors LP | 8,182 | $344.5K | 0.00% | −44,598−84.5% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $345.3K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 8,401 | $353.8K | 0.01% | −275−3.2% | Reduced |
| Vident Advisory, LLC | 8,555 | $360.3K | 0.00% | −815−8.7% | Reduced |
| E&G Advisors, LP | 8,600 | $362.1K | 0.07% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 8,740 | $368.0K | 0.04% | −119−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 8,885 | $374.1K | 0.01% | −2,212−19.9% | Reduced |
| Fiduciary Group LLC | 9,000 | $379.0K | 0.03% | −164−1.8% | Reduced |
| NewEdge Wealth, LLC | 9,046 | $380.9K | 0.00% | +20.0% | Added |
| Brevan Howard Capital Management LP | 9,206 | $387.7K | 0.01% | −38,926−80.9% | Reduced |
| Park Avenue Securities LLC | 9,322 | $393.0K | 0.00% | +704+8.2% | Added |
| Kestra Advisory Services, LLC | 9,393 | $395.5K | 0.00% | −5,333−36.2% | Reduced |
| Fort Sheridan Advisors LLC | 9,400 | $395.8K | 0.04% | −900−8.7% | Reduced |
| Alps Advisors Inc | 9,616 | $404.9K | 0.00% | +9,616 | New |
| Comprehensive Money Management Services LLC | 9,621 | $405.1K | 0.26% | +3,596+59.7% | Added |
| AlphaGrep UK Ltd | 9,872 | $415.7K | 0.13% | +3,807+62.8% | Added |
| Fideuram Asset Management (Ireland) dac | 9,601 | $415.8K | 0.01% | +9,601 | New |
| PEAK6 LLC | 9,930 | $418.2K | 0.01% | −29,021−74.5% | Reduced |
| TBH Global Asset Management, LLC | 10,037 | $422.7K | 0.08% | +20.0% | Added |
| Illinois Municipal Retirement Fund | 10,068 | $424.0K | 0.00% | −24,633−71.0% | Reduced |
| ProShare Advisors LLC | 10,222 | $430.4K | 0.00% | −186−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,322 | $434.7K | 0.01% | +972+10.4% | Added |
| Capstone Investment Advisors, LLC | 10,372 | $436.8K | 0.00% | −771−6.9% | Reduced |
| Tritonpoint Wealth, LLC | 10,455 | $440.3K | 0.04% | −70−0.7% | Reduced |
| TritonPoint Partners, LLC | 10,455 | $440.3K | 0.04% | +10,455 | New |
| Fox Run Management, L.L.C. | 10,492 | $441.8K | 0.07% | +10,492 | New |
| McGowan Group Asset Management, Inc. | 10,962 | $461.6K | 0.06% | −123−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,971 | $462.0K | 0.17% | +1,056+10.7% | Added |
| US Bancorp | 10,997 | $463.1K | 0.00% | −582−5.0% | Reduced |
| Catalyst Capital Advisors LLC | 11,000 | $463.2K | 0.01% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 11,020 | $464.1K | 0.06% | +630+6.1% | Added |
| North Star Investment Management Corp. | 11,181 | $470.8K | 0.03% | −29−0.3% | Reduced |
| CIBC World Markets Inc. | 11,212 | $472.1K | 0.00% | +11,212 | New |
| Everhart Financial Group, Inc. | 11,369 | $478.7K | 0.03% | +224+2.0% | Added |
| Atria Investments LLC | 11,824 | $497.9K | 0.00% | −12,609−51.6% | Reduced |
| 44 Wealth Management LLC | 11,829 | $498.1K | 0.16% | −482−3.9% | Reduced |
| Thoroughbred Financial Services, LLC | 11,867 | $499.0K | 0.02% | −734−5.8% | Reduced |
| CIBC Bancorp USA Inc. | 11,943 | $502.9K | 0.00% | +128+1.1% | Added |
| Sterneck Capital Management, LLC | 12,144 | $511.4K | 0.22% | +261+2.2% | Added |
| FJ Capital Management LLC | 12,149 | $511.6K | 0.07% | +5,094+72.2% | Added |
| Schroder Investment Management Group | 12,638 | $512.1K | 0.00% | −424−3.2% | Reduced |
| First Manhattan Co | 12,250 | $515.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 12,648 | $533.0K | 0.00% | −37,347−74.7% | Reduced |
| Zhang Financial LLC | 12,734 | $536.2K | 0.02% | −9,118−41.7% | Reduced |
| HB Wealth Management, LLC | 13,083 | $550.9K | 0.00% | −800−5.8% | Reduced |
| Mercer Global Advisors Inc | 13,101 | $551.7K | 0.00% | −4,466−25.4% | Reduced |
| Legacy Financial Advisors, Inc. | 13,102 | $551.7K | 0.07% | +100+0.8% | Added |
| EntryPoint Capital, LLC | 13,106 | $551.9K | 0.13% | +8,163+165.1% | Added |
| Guinness Asset Management LTD | 13,143 | $553.5K | 0.01% | −2,321−15.0% | Reduced |
| TD Private Client Wealth LLC | 13,206 | $556.1K | 0.01% | +474+3.7% | Added |
| Empowered Funds, LLC | 13,208 | $556.2K | 0.00% | −1,991−13.1% | Reduced |
| Franklin Resources Inc | 13,216 | $556.5K | 0.00% | −124,395−90.4% | Reduced |
| Maryland State Retirement & Pension System | 13,486 | $567.9K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,694 | $576.6K | 0.00% | −131−0.9% | Reduced |
| Stablepoint Partners, LLC | 14,177 | $597.0K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,377 | $605.4K | 0.00% | +4,169+40.8% | Added |
| Rakuten Investment Management, Inc. | 15,066 | $610.5K | 0.00% | +3,328+28.4% | Added |
| Abn Amro Investment Solutions | 14,674 | $617.9K | 0.01% | +6,885+88.4% | Added |
| Warren Averett Asset Management, LLC | 14,811 | $623.7K | 0.00% | −37−0.2% | Reduced |
| Clearstead Advisors, LLC | 15,078 | $634.9K | 0.01% | −223−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,173 | $638.9K | 0.03% | +4,744+45.5% | Added |
| Arete Wealth Advisors, LLC | 15,254 | $642.4K | 0.04% | +334+2.2% | Added |
| Sagewood Asset Management LP | 15,350 | $646.4K | 0.15% | +9,751+174.2% | Added |
| CIBC Asset Management Inc | 15,493 | $652.4K | 0.00% | +224+1.5% | Added |