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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 15,720 | $662.0K | 0.04% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 15,831 | $666.7K | 0.02% | −4,863−23.5% | Reduced |
| National Pension Service | 15,875 | $668.5K | 0.00% | +627+4.1% | Added |
| O'Rourke & Company, Inc | 15,943 | $671.4K | 0.23% | +431+2.8% | Added |
| FORA Capital, LLC | 16,129 | $679.2K | 0.05% | +16,129 | New |
| Stiles Financial Services Inc | 16,137 | $679.5K | 0.17% | +3,698+29.7% | Added |
| Polymer Capital Management (US) LLC | 16,382 | $689.8K | 0.10% | +4,260+35.1% | Added |
| Pathstone Holdings, LLC | 16,658 | $701.5K | 0.00% | −14−0.1% | Reduced |
| Investment Management Corp of Ontario | 16,715 | $703.9K | 0.01% | −100−0.6% | Reduced |
| QRG Capital Management, Inc. | 16,835 | $708.9K | 0.01% | +23+0.1% | Added |
| Winthrop Partners - WNY, LLC | 16,936 | $713.2K | 0.35% | +567+3.5% | Added |
| Federated Hermes, Inc. | 17,041 | $717.6K | 0.00% | −933−5.2% | Reduced |
| Jupiter Topco LLC | 17,173 | $723.1K | 0.00% | +17,173 | New |
| Moody National Bank Trust Division | 17,840 | $751.2K | 0.06% | +133+0.8% | Added |
| Wealthspire Advisors, LLC | 17,843 | $751.4K | 0.00% | +17,843 | New |
| Blair William & Co | 17,893 | $753.5K | 0.00% | +5,656+46.2% | Added |
| Gulf International Bank (UK) Ltd | 17,961 | $756.0K | 0.01% | −153−0.8% | Reduced |
| Cordoba Advisory Partners LLC | 18,103 | $757.4K | 0.16% | −286−1.6% | Reduced |
| Carret Asset Management, LLC | 18,040 | $759.7K | 0.07% | +6,400+55.0% | Added |
| Ensign Peak Advisors, Inc | 18,042 | $759.7K | 0.00% | −1,050−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,241 | $768.1K | 0.00% | −6,674−26.8% | Reduced |
| Mackenzie Financial Corp | 18,251 | $768.5K | 0.00% | −49−0.3% | Reduced |
| Saudi Central Bank | 18,330 | $771.9K | 0.01% | +9,652+111.2% | Added |
| SRS Capital Advisors, Inc. | 18,419 | $775.6K | 0.01% | +18,419 | New |
| Carson Advisory Inc. | 18,526 | $780.1K | 0.36% | −700−3.6% | Reduced |
| SMH Capital Advisors Inc | 18,627 | $784.4K | 3.07% | −200−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,709 | $788.0K | 0.00% | −6,771−26.6% | Reduced |
| Benjamin Edwards Inc | 18,752 | $789.6K | 0.01% | +3,249+21.0% | Added |
| Credit Industriel Et Commercial | 19,195 | $808.3K | 0.09% | +19,195 | New |
| Tokio Marine Asset Management Co Ltd | 19,266 | $811.3K | 0.03% | +1,030+5.6% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $846.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,111 | $846.9K | 0.01% | +1,490+8.0% | Added |
| Voya Investment Management LLC | 20,306 | $855.1K | 0.00% | +1,239+6.5% | Added |
| D.A. Davidson & Co. | 20,348 | $856.9K | 0.00% | −1,970−8.8% | Reduced |
| Securian Asset Management, Inc | 19,151 | $882.3K | 0.03% | +24+0.1% | Added |
| JustInvest LLC | 21,093 | $888.2K | 0.01% | −6,940−24.8% | Reduced |
| Wesbanco Bank Inc | 21,353 | $899.2K | 0.02% | −10,099−32.1% | Reduced |
| Tower Research Capital LLC (TRC) | 21,423 | $902.1K | 0.02% | +9,148+74.5% | Added |
| Quantinno Capital Management LP | 21,872 | $921.1K | 0.00% | −2,330−9.6% | Reduced |
| Wellington Management Group LLP | 22,169 | $933.5K | 0.00% | +1,040+4.9% | Added |
| Creative Planning | 22,333 | $940.4K | 0.00% | −3,045−12.0% | Reduced |
| Hilltop Holdings Inc. | 22,531 | $948.8K | 0.08% | −3,339−12.9% | Reduced |
| Garrison Bradford & Associates Inc | 22,543 | $949.3K | 1.03% | −100−0.4% | Reduced |
| Credit Agricole S A | 22,577 | $950.7K | 0.00% | +9,242+69.3% | Added |
| GWM Advisors LLC | 22,792 | $959.8K | 0.00% | −498−2.1% | Reduced |
| Apollon Wealth Management, LLC | 22,853 | $962.3K | 0.01% | −526−2.2% | Reduced |
| Group One Trading, L.P. | 23,952 | $1.01M | 0.03% | +23,952 | New |
| Kestra Private Wealth Services, LLC | 23,969 | $1.01M | 0.01% | −178−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.04M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,673 | $1.04M | 0.00% | +4,100+19.9% | Added |
| Brinker Capital Investments, LLC | 24,838 | $1.05M | 0.01% | +40+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 24,969 | $1.05M | 0.09% | +17+0.1% | Added |
| Davenport & Co LLC | 25,082 | $1.06M | 0.01% | +4,328+20.9% | Added |
| State of Alaska, Department of Revenue | 25,395 | $1.07M | 0.01% | −252−1.0% | Reduced |
| Simplex Trading, LLC | 25,415 | $1.07M | 0.03% | +25,415 | New |
| Nordea Investment Management AB | 25,763 | $1.07M | 0.00% | +3,959+18.2% | Added |
| Jeppson Wealth Management, LLC | 25,846 | $1.09M | 0.32% | −1,174−4.3% | Reduced |
| Truist Financial Corp | 26,237 | $1.10M | 0.00% | −162−0.6% | Reduced |
| Avanza Fonder AB | 26,357 | $1.11M | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 26,842 | $1.13M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 27,287 | $1.15M | 0.00% | −102,481−79.0% | Reduced |
| Waterfront Wealth Inc. | 25,908 | $1.16M | 0.18% | −155−0.6% | Reduced |
| Cercano Management LLC | 27,589 | $1.16M | 0.15% | +27,589 | New |
| New Age Alpha Advisors, LLC | 27,631 | $1.16M | 0.05% | −4,379−13.7% | Reduced |
| United Capital Financial Advisers, LLC | 28,640 | $1.21M | 0.01% | +24,031+521.4% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.21M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,780 | $1.21M | 0.02% | +3,651+14.5% | Added |
| Diversified Trust Co | 29,133 | $1.23M | 0.02% | +56+0.2% | Added |
| Pacer Advisors, Inc. | 29,182 | $1.23M | 0.00% | −1,638−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,579 | $1.23M | 0.00% | −1,057−3.7% | Reduced |
| Entropy Technologies, LP | 29,373 | $1.24M | 0.05% | −67,192−69.6% | Reduced |
| Allstate Corp | 29,476 | $1.24M | 0.01% | +3,782+14.7% | Added |
| Swiss Life Asset Management Ltd | 29,666 | $1.25M | 0.01% | +4,816+19.4% | Added |
| OP Asset Management Ltd | 30,532 | $1.29M | 0.01% | −11,419−27.2% | Reduced |
| Neuberger Berman Group LLC | 31,242 | $1.32M | 0.00% | −3,978−11.3% | Reduced |
| Sierra Capital LLC | 31,365 | $1.32M | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,479 | $1.33M | 0.00% | +6,850+27.8% | Added |
| Private Advisor Group, LLC | 31,616 | $1.33M | 0.01% | +25,187+391.8% | Added |
| Intrepid Capital Management Inc | 31,894 | $1.34M | 0.48% | +13,133+70.0% | Added |
| Qsemble Capital Management, LP | 32,140 | $1.35M | 0.17% | +32,140 | New |
| Amica Mutual Insurance Co | 33,903 | $1.43M | 0.12% | +2,137+6.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,667 | $1.46M | 0.00% | +20,407+143.1% | Added |
| Quantbot Technologies LP | 34,974 | $1.47M | 0.06% | +26,930+334.8% | Added |
| Nissay Asset Management Corp | 35,295 | $1.49M | 0.01% | +4,627+15.1% | Added |
| Bleakley Financial Group, LLC | 35,987 | $1.52M | 0.02% | −800−2.2% | Reduced |
| Korea Investment CORP | 36,905 | $1.55M | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 37,073 | $1.56M | 0.01% | −898−2.4% | Reduced |
| Sirios Capital Management L P | 37,123 | $1.56M | 0.19% | −505,128−93.2% | Reduced |
| British Columbia Investment Management Corp | 39,248 | $1.65M | 0.01% | +6,842+21.1% | Added |
| Campbell & CO Investment Adviser LLC | 39,273 | $1.65M | 0.09% | +39,273 | New |
| Gateway Investment Advisers LLC | 39,812 | $1.68M | 0.02% | +39,812 | New |
| Miller Value Partners, LLC | 40,000 | $1.68M | 0.40% | 00.0% | Unchanged |
| Utah Retirement Systems | 40,267 | $1.70M | 0.02% | −2,186−5.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,367 | $1.72M | 0.01% | +15,620+60.7% | Added |
| Twinbeech Capital LP | 41,385 | $1.74M | 0.32% | −52,103−55.7% | Reduced |
| La Banque Postale Asset Management SA | 41,398 | $1.74M | 0.02% | +1,521+3.8% | Added |
| Gotham Asset Management, LLC | 43,139 | $1.82M | 0.00% | −328−0.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 43,381 | $1.82M | 0.00% | +1,616+3.9% | Added |
| The PNC Financial Services Group, Inc. | 44,061 | $1.86M | 0.00% | +1,057+2.5% | Added |
| HighTower Advisors, LLC | 45,719 | $1.93M | 0.00% | −21,046−31.5% | Reduced |