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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 46,860 | $1.97M | 0.01% | +1,845+4.1% | Added |
| TD Asset Management Inc | 46,871 | $1.97M | 0.00% | −46,562−49.8% | Reduced |
| Ameritas Investment Partners, Inc. | 47,805 | $2.01M | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 47,904 | $2.02M | 0.00% | −3,130−6.1% | Reduced |
| DekaBank Deutsche Girozentrale | 42,023 | $2.03M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 48,931 | $2.06M | 0.00% | +48,931 | New |
| Chicago Partners Investment Group LLC | 46,640 | $2.07M | 0.04% | −30,392−39.5% | Reduced |
| Coastal Bridge Advisors, LLC | 49,352 | $2.08M | 0.13% | −3,811−7.2% | Reduced |
| Vontobel Holding Ltd. | 49,844 | $2.10M | 0.01% | +49,844 | New |
| Commonwealth Equity Services, LLC | 49,954 | $2.10M | 0.00% | −6,102−10.9% | Reduced |
| GFG Capital, LLC | 51,942 | $2.19M | 0.60% | +2,131+4.3% | Added |
| Oregon Public Employees Retirement Fund | 53,552 | $2.26M | 0.02% | +300+0.6% | Added |
| New Mexico Educational Retirement Board | 53,800 | $2.27M | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 53,861 | $2.27M | 0.00% | +3,595+7.2% | Added |
| Buckland Partners Management Co LLC | 54,400 | $2.29M | 1.12% | 00.0% | Unchanged |
| SEB Asset Management AB | 55,412 | $2.33M | 0.01% | +4,978+9.9% | Added |
| Thrivent Financial for Lutherans | 57,555 | $2.42M | 0.00% | −90,657−61.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,302 | $2.46M | 0.03% | +168+0.3% | Added |
| Lighthouse Investment Partners, LLC | 58,359 | $2.46M | 0.08% | +24,660+73.2% | Added |
| State of Michigan Retirement System | 60,600 | $2.55M | 0.01% | −1,800−2.9% | Reduced |
| IFM Investors Pty Ltd | 61,919 | $2.61M | 0.02% | +12,311+24.8% | Added |
| Augustine Asset Management Inc | 61,972 | $2.61M | 0.53% | −427−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 62,005 | $2.61M | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,049 | $2.61M | 0.01% | −2,969−4.6% | Reduced |
| Captrust Financial Advisors | 63,665 | $2.68M | 0.00% | +8,111+14.6% | Added |
| KBC Group NV | 63,945 | $2.69M | 0.01% | +12,594+24.5% | Added |
| TD Waterhouse Canada Inc. | 64,289 | $2.72M | 0.01% | +5,423+9.2% | Added |
| Handelsbanken Fonder AB | 68,200 | $2.87M | 0.01% | +1,500+2.2% | Added |
| Resona Asset Management Co.,Ltd. | 69,192 | $2.89M | 0.01% | +2,693+4.0% | Added |
| Wellington Shields Capital Management, LLC | 71,310 | $3.00M | 0.38% | −6,234−8.0% | Reduced |
| one8zero8, LLC | 74,130 | $3.12M | 0.62% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 74,205 | $3.12M | 0.03% | −4,414−5.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,836 | $3.15M | 0.02% | +1,600+2.2% | Added |
| Arizona State Retirement System | 75,075 | $3.16M | 0.02% | +11,190+17.5% | Added |
| Public Employees Retirement System of Ohio | 75,647 | $3.19M | 0.01% | −475−0.6% | Reduced |
| Louisiana State Employees Retirement System | 75,800 | $3.19M | 0.05% | +600+0.8% | Added |
| Voloridge Investment Management, LLC | 76,390 | $3.22M | 0.01% | +76,390 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 77,628 | $3.27M | 0.01% | +5,669+7.9% | Added |
| Advisor Group Holdings, Inc. | 77,854 | $3.28M | 0.00% | +1,827+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 80,080 | $3.37M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 81,302 | $3.42M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 81,588 | $3.44M | 0.00% | +2,941+3.7% | Added |
| Janney Montgomery Scott LLC | 85,928 | $3.62M | 0.01% | +2,406+2.9% | Added |
| Capital Fund Management S.A. | 90,790 | $3.82M | 0.03% | +90,790 | New |
| Aviva PLC | 93,656 | $3.94M | 0.01% | +1,959+2.1% | Added |
| Nomura Asset Management Co Ltd | 94,635 | $3.99M | 0.01% | +14,841+18.6% | Added |
| SG Americas Securities, LLC | 95,724 | $4.03M | 0.00% | +24,213+33.9% | Added |
| Mutual of America Capital Management LLC | 96,276 | $4.05M | 0.04% | −3,169−3.2% | Reduced |
| Pictet Asset Management Holding SA | 96,776 | $4.08M | 0.00% | +2,669+2.8% | Added |
| New York State Teachers Retirement System | 97,586 | $4.11M | 0.01% | +8,418+9.4% | Added |
| Man Group plc | 97,720 | $4.11M | 0.01% | +97,720 | New |
| Asset Management One Co.,Ltd. | 98,962 | $4.17M | 0.01% | +8,661+9.6% | Added |
| Kerusso Capital Management LLC | 99,675 | $4.20M | 1.53% | +18,919+23.4% | Added |
| KLP Kapitalforvaltning AS | 99,700 | $4.20M | 0.01% | +19,300+24.0% | Added |
| City of London Investment Management Co Ltd | 99,723 | $4.20M | 0.25% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 99,946 | $4.21M | 0.01% | +12,421+14.2% | Added |
| Susquehanna International Group, LLP | 100,002 | $4.21M | 0.00% | +19,636+24.4% | Added |
| State of Tennessee, Treasury Department | 100,067 | $4.21M | 0.01% | −1,802−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 100,869 | $4.25M | 0.01% | +8,360+9.0% | Added |
| Stephens Inc | 102,737 | $4.33M | 0.05% | +1,195+1.2% | Added |
| Caz Investments LP | 106,000 | $4.46M | 2.12% | +106,000 | New |
| Treasurer of the State of North Carolina | 113,032 | $4.76M | 0.01% | +1,070+1.0% | Added |
| Caption Management, LLC | 114,031 | $4.80M | 0.17% | +114,031 | New |
| Amalgamated Bank | 114,996 | $4.84M | 0.03% | −1,843−1.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 115,263 | $4.85M | 0.01% | +7,505+7.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 119,737 | $5.04M | 0.04% | +7,494+6.7% | Added |
| Allianz Asset Management GmbH | 120,611 | $5.08M | 0.00% | −198−0.2% | Reduced |
| Vanguard Global Advisers, LLC | 124,417 | $5.24M | 0.00% | −3,227−2.5% | Reduced |
| Sound Income Strategies, LLC | 126,734 | $5.34M | 0.24% | +1,998+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,529 | $5.37M | 0.01% | +13,237+11.6% | Added |
| Danske Bank A/S | 127,809 | $5.38M | 0.01% | −3,500−2.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 128,872 | $5.43M | 0.20% | +79,191+159.4% | Added |
| Northwestern Mutual Wealth Management Co | 131,163 | $5.52M | 0.00% | +8,932+7.3% | Added |
| Texas Yale Capital Corp. | 132,429 | $5.58M | 0.12% | +20,197+18.0% | Added |
| State of Wisconsin Investment Board | 133,608 | $5.63M | 0.01% | +11,023+9.0% | Added |
| American Century Companies Inc | 134,461 | $5.66M | 0.00% | +12,889+10.6% | Added |
| Adage Capital Partners GP, L.L.C. | 140,100 | $5.90M | 0.01% | +130,199+1,315.0% | Added |
| New York State Common Retirement Fund | 141,100 | $5.94M | 0.01% | −3,795−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 142,116 | $5.98M | 0.00% | +24,059+20.4% | Added |
| Stifel Financial Corp | 144,874 | $6.10M | 0.01% | −18,892−11.5% | Reduced |
| SEI Investments Co | 146,777 | $6.18M | 0.01% | +4,632+3.3% | Added |
| Toronto Dominion Bank | 149,830 | $6.31M | 0.01% | +107,780+256.3% | Added |
| Winslow Asset Management Inc | 152,195 | $6.41M | 1.11% | +7,077+4.9% | Added |
| State Board of Administration of Florida Retirement System | 152,467 | $6.42M | 0.01% | −5,620−3.6% | Reduced |
| National Bank of Canada | 153,610 | $6.48M | 0.01% | −2,660−1.7% | Reduced |
| LPL Financial LLC | 164,482 | $6.93M | 0.00% | −644,792−79.7% | Reduced |
| Fifth Third Bancorp | 164,767 | $6.94M | 0.01% | −17,651−9.7% | Reduced |
| APG Asset Management N.V. | 193,403 | $7.12M | 0.02% | +60,111+45.1% | Added |
| Millennium Management LLC | 178,458 | $7.51M | 0.01% | −6,624,597−97.4% | Reduced |
| Standard Life Aberdeen plc | 186,410 | $7.85M | 0.01% | +5,496+3.0% | Added |
| Walleye Trading LLC | 190,143 | $8.01M | 0.11% | +190,143 | New |
| Sit Investment Associates Inc | 195,315 | $8.22M | 0.16% | −43,900−18.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 201,958 | $8.50M | 0.04% | +25,246+14.3% | Added |
| Lalia Capital, LLC | 202,000 | $8.51M | 4.13% | +160,000+381.0% | Added |
| Royal London Asset Management Ltd | 204,929 | $8.63M | 0.02% | −940−0.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 207,531 | $8.74M | 0.65% | −16,188−7.2% | Reduced |
| DnB Asset Management AS | 218,129 | $9.19M | 0.03% | −18,132−7.7% | Reduced |
| Oppenheimer & Co Inc | 218,691 | $9.21M | 0.10% | +27,610+14.4% | Added |
| MetLife Investment Management | 224,533 | $9.46M | 0.04% | +15,711+7.5% | Added |
| ExodusPoint Capital Management, LP | 225,732 | $9.51M | 0.09% | +225,732 | New |