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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 193,403 | $7.12M | 0.02% | +60,111+45.1% | Added |
| Fifth Third Bancorp | 164,767 | $6.94M | 0.01% | −17,651−9.7% | Reduced |
| LPL Financial LLC | 164,482 | $6.93M | 0.00% | −644,792−79.7% | Reduced |
| National Bank of Canada | 153,610 | $6.48M | 0.01% | −2,660−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 152,467 | $6.42M | 0.01% | −5,620−3.6% | Reduced |
| Winslow Asset Management Inc | 152,195 | $6.41M | 1.11% | +7,077+4.9% | Added |
| Toronto Dominion Bank | 149,830 | $6.31M | 0.01% | +107,780+256.3% | Added |
| SEI Investments Co | 146,777 | $6.18M | 0.01% | +4,632+3.3% | Added |
| Stifel Financial Corp | 144,874 | $6.10M | 0.01% | −18,892−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 142,116 | $5.98M | 0.00% | +24,059+20.4% | Added |
| New York State Common Retirement Fund | 141,100 | $5.94M | 0.01% | −3,795−2.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 140,100 | $5.90M | 0.01% | +130,199+1,315.0% | Added |
| American Century Companies Inc | 134,461 | $5.66M | 0.00% | +12,889+10.6% | Added |
| State of Wisconsin Investment Board | 133,608 | $5.63M | 0.01% | +11,023+9.0% | Added |
| Texas Yale Capital Corp. | 132,429 | $5.58M | 0.12% | +20,197+18.0% | Added |
| Northwestern Mutual Wealth Management Co | 131,163 | $5.52M | 0.00% | +8,932+7.3% | Added |
| Parallax Volatility Advisers, L.P. | 128,872 | $5.43M | 0.20% | +79,191+159.4% | Added |
| Danske Bank A/S | 127,809 | $5.38M | 0.01% | −3,500−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,529 | $5.37M | 0.01% | +13,237+11.6% | Added |
| Sound Income Strategies, LLC | 126,734 | $5.34M | 0.24% | +1,998+1.6% | Added |
| Vanguard Global Advisers, LLC | 124,417 | $5.24M | 0.00% | −3,227−2.5% | Reduced |
| Allianz Asset Management GmbH | 120,611 | $5.08M | 0.00% | −198−0.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 119,737 | $5.04M | 0.04% | +7,494+6.7% | Added |
| Vanguard Investments Australia, Ltd. | 115,263 | $4.85M | 0.01% | +7,505+7.0% | Added |
| Amalgamated Bank | 114,996 | $4.84M | 0.03% | −1,843−1.6% | Reduced |
| Caption Management, LLC | 114,031 | $4.80M | 0.17% | +114,031 | New |
| Treasurer of the State of North Carolina | 113,032 | $4.76M | 0.01% | +1,070+1.0% | Added |
| Caz Investments LP | 106,000 | $4.46M | 2.12% | +106,000 | New |
| Stephens Inc | 102,737 | $4.33M | 0.05% | +1,195+1.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,869 | $4.25M | 0.01% | +8,360+9.0% | Added |
| State of Tennessee, Treasury Department | 100,067 | $4.21M | 0.01% | −1,802−1.8% | Reduced |
| Susquehanna International Group, LLP | 100,002 | $4.21M | 0.00% | +19,636+24.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 99,946 | $4.21M | 0.01% | +12,421+14.2% | Added |
| City of London Investment Management Co Ltd | 99,723 | $4.20M | 0.25% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 99,700 | $4.20M | 0.01% | +19,300+24.0% | Added |
| Kerusso Capital Management LLC | 99,675 | $4.20M | 1.53% | +18,919+23.4% | Added |
| Asset Management One Co.,Ltd. | 98,962 | $4.17M | 0.01% | +8,661+9.6% | Added |
| Man Group plc | 97,720 | $4.11M | 0.01% | +97,720 | New |
| New York State Teachers Retirement System | 97,586 | $4.11M | 0.01% | +8,418+9.4% | Added |
| Pictet Asset Management Holding SA | 96,776 | $4.08M | 0.00% | +2,669+2.8% | Added |
| Mutual of America Capital Management LLC | 96,276 | $4.05M | 0.04% | −3,169−3.2% | Reduced |
| SG Americas Securities, LLC | 95,724 | $4.03M | 0.00% | +24,213+33.9% | Added |
| Nomura Asset Management Co Ltd | 94,635 | $3.99M | 0.01% | +14,841+18.6% | Added |
| Aviva PLC | 93,656 | $3.94M | 0.01% | +1,959+2.1% | Added |
| Capital Fund Management S.A. | 90,790 | $3.82M | 0.03% | +90,790 | New |
| Janney Montgomery Scott LLC | 85,928 | $3.62M | 0.01% | +2,406+2.9% | Added |
| Cetera Investment Advisers | 81,588 | $3.44M | 0.00% | +2,941+3.7% | Added |
| State of New Jersey Common Pension Fund D | 81,302 | $3.42M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 80,080 | $3.37M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 77,854 | $3.28M | 0.00% | +1,827+2.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 77,628 | $3.27M | 0.01% | +5,669+7.9% | Added |
| Voloridge Investment Management, LLC | 76,390 | $3.22M | 0.01% | +76,390 | New |
| Louisiana State Employees Retirement System | 75,800 | $3.19M | 0.05% | +600+0.8% | Added |
| Public Employees Retirement System of Ohio | 75,647 | $3.19M | 0.01% | −475−0.6% | Reduced |
| Arizona State Retirement System | 75,075 | $3.16M | 0.02% | +11,190+17.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,836 | $3.15M | 0.02% | +1,600+2.2% | Added |
| Yousif Capital Management, LLC | 74,205 | $3.12M | 0.03% | −4,414−5.6% | Reduced |
| one8zero8, LLC | 74,130 | $3.12M | 0.62% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 71,310 | $3.00M | 0.38% | −6,234−8.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,192 | $2.89M | 0.01% | +2,693+4.0% | Added |
| Handelsbanken Fonder AB | 68,200 | $2.87M | 0.01% | +1,500+2.2% | Added |
| TD Waterhouse Canada Inc. | 64,289 | $2.72M | 0.01% | +5,423+9.2% | Added |
| KBC Group NV | 63,945 | $2.69M | 0.01% | +12,594+24.5% | Added |
| Captrust Financial Advisors | 63,665 | $2.68M | 0.00% | +8,111+14.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,049 | $2.61M | 0.01% | −2,969−4.6% | Reduced |
| Compagnie Lombard Odier SCmA | 62,005 | $2.61M | 0.03% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 61,972 | $2.61M | 0.53% | −427−0.7% | Reduced |
| IFM Investors Pty Ltd | 61,919 | $2.61M | 0.02% | +12,311+24.8% | Added |
| State of Michigan Retirement System | 60,600 | $2.55M | 0.01% | −1,800−2.9% | Reduced |
| Lighthouse Investment Partners, LLC | 58,359 | $2.46M | 0.08% | +24,660+73.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 58,302 | $2.46M | 0.03% | +168+0.3% | Added |
| Thrivent Financial for Lutherans | 57,555 | $2.42M | 0.00% | −90,657−61.2% | Reduced |
| SEB Asset Management AB | 55,412 | $2.33M | 0.01% | +4,978+9.9% | Added |
| Buckland Partners Management Co LLC | 54,400 | $2.29M | 1.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 53,861 | $2.27M | 0.00% | +3,595+7.2% | Added |
| New Mexico Educational Retirement Board | 53,800 | $2.27M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 53,552 | $2.26M | 0.02% | +300+0.6% | Added |
| GFG Capital, LLC | 51,942 | $2.19M | 0.60% | +2,131+4.3% | Added |
| Commonwealth Equity Services, LLC | 49,954 | $2.10M | 0.00% | −6,102−10.9% | Reduced |
| Vontobel Holding Ltd. | 49,844 | $2.10M | 0.01% | +49,844 | New |
| Coastal Bridge Advisors, LLC | 49,352 | $2.08M | 0.13% | −3,811−7.2% | Reduced |
| Chicago Partners Investment Group LLC | 46,640 | $2.07M | 0.04% | −30,392−39.5% | Reduced |
| Two Sigma Investments, LP | 48,931 | $2.06M | 0.00% | +48,931 | New |
| DekaBank Deutsche Girozentrale | 42,023 | $2.03M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 47,904 | $2.02M | 0.00% | −3,130−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 47,805 | $2.01M | 0.05% | 00.0% | Unchanged |
| TD Asset Management Inc | 46,871 | $1.97M | 0.00% | −46,562−49.8% | Reduced |
| Xponance, Inc. | 46,860 | $1.97M | 0.01% | +1,845+4.1% | Added |
| HighTower Advisors, LLC | 45,719 | $1.93M | 0.00% | −21,046−31.5% | Reduced |
| The PNC Financial Services Group, Inc. | 44,061 | $1.86M | 0.00% | +1,057+2.5% | Added |
| Eurizon Capital SGR S.p.A. | 43,381 | $1.82M | 0.00% | +1,616+3.9% | Added |
| Gotham Asset Management, LLC | 43,139 | $1.82M | 0.00% | −328−0.8% | Reduced |
| La Banque Postale Asset Management SA | 41,398 | $1.74M | 0.02% | +1,521+3.8% | Added |
| Twinbeech Capital LP | 41,385 | $1.74M | 0.32% | −52,103−55.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,367 | $1.72M | 0.01% | +15,620+60.7% | Added |
| Utah Retirement Systems | 40,267 | $1.70M | 0.02% | −2,186−5.1% | Reduced |
| Miller Value Partners, LLC | 40,000 | $1.68M | 0.40% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 39,812 | $1.68M | 0.02% | +39,812 | New |
| Campbell & CO Investment Adviser LLC | 39,273 | $1.65M | 0.09% | +39,273 | New |
| British Columbia Investment Management Corp | 39,248 | $1.65M | 0.01% | +6,842+21.1% | Added |