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 |
|---|---|---|---|---|---|
| Sirios Capital Management L P | 37,123 | $1.56M | 0.19% | −505,128−93.2% | Reduced |
| Sanctuary Advisors, LLC | 37,073 | $1.56M | 0.01% | −898−2.4% | Reduced |
| Korea Investment CORP | 36,905 | $1.55M | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 35,987 | $1.52M | 0.02% | −800−2.2% | Reduced |
| Nissay Asset Management Corp | 35,295 | $1.49M | 0.01% | +4,627+15.1% | Added |
| Quantbot Technologies LP | 34,974 | $1.47M | 0.06% | +26,930+334.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,667 | $1.46M | 0.00% | +20,407+143.1% | Added |
| Amica Mutual Insurance Co | 33,903 | $1.43M | 0.12% | +2,137+6.7% | Added |
| Qsemble Capital Management, LP | 32,140 | $1.35M | 0.17% | +32,140 | New |
| Intrepid Capital Management Inc | 31,894 | $1.34M | 0.48% | +13,133+70.0% | Added |
| Private Advisor Group, LLC | 31,616 | $1.33M | 0.01% | +25,187+391.8% | Added |
| MML Investors Services, LLC | 31,479 | $1.33M | 0.00% | +6,850+27.8% | Added |
| Sierra Capital LLC | 31,365 | $1.32M | 0.13% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 31,242 | $1.32M | 0.00% | −3,978−11.3% | Reduced |
| OP Asset Management Ltd | 30,532 | $1.29M | 0.01% | −11,419−27.2% | Reduced |
| Swiss Life Asset Management Ltd | 29,666 | $1.25M | 0.01% | +4,816+19.4% | Added |
| Allstate Corp | 29,476 | $1.24M | 0.01% | +3,782+14.7% | Added |
| Entropy Technologies, LP | 29,373 | $1.24M | 0.05% | −67,192−69.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,579 | $1.23M | 0.00% | −1,057−3.7% | Reduced |
| Pacer Advisors, Inc. | 29,182 | $1.23M | 0.00% | −1,638−5.3% | Reduced |
| Diversified Trust Co | 29,133 | $1.23M | 0.02% | +56+0.2% | Added |
| Advisors Asset Management, Inc. | 28,780 | $1.21M | 0.02% | +3,651+14.5% | Added |
| Banque Pictet & Cie SA | 28,700 | $1.21M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 28,640 | $1.21M | 0.01% | +24,031+521.4% | Added |
| New Age Alpha Advisors, LLC | 27,631 | $1.16M | 0.05% | −4,379−13.7% | Reduced |
| Cercano Management LLC | 27,589 | $1.16M | 0.15% | +27,589 | New |
| Waterfront Wealth Inc. | 25,908 | $1.16M | 0.18% | −155−0.6% | Reduced |
| HRT Financial LP | 27,287 | $1.15M | 0.00% | −102,481−79.0% | Reduced |
| Swedbank AB | 26,842 | $1.13M | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 26,357 | $1.11M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 26,237 | $1.10M | 0.00% | −162−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 25,846 | $1.09M | 0.32% | −1,174−4.3% | Reduced |
| Nordea Investment Management AB | 25,763 | $1.07M | 0.00% | +3,959+18.2% | Added |
| Simplex Trading, LLC | 25,415 | $1.07M | 0.03% | +25,415 | New |
| State of Alaska, Department of Revenue | 25,395 | $1.07M | 0.01% | −252−1.0% | Reduced |
| Davenport & Co LLC | 25,082 | $1.06M | 0.01% | +4,328+20.9% | Added |
| Onyx Bridge Wealth Group LLC | 24,969 | $1.05M | 0.09% | +17+0.1% | Added |
| Brinker Capital Investments, LLC | 24,838 | $1.05M | 0.01% | +40+0.2% | Added |
| Daiwa Securities Group Inc. | 24,673 | $1.04M | 0.00% | +4,100+19.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,622 | $1.04M | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,969 | $1.01M | 0.01% | −178−0.7% | Reduced |
| Group One Trading, L.P. | 23,952 | $1.01M | 0.03% | +23,952 | New |
| Apollon Wealth Management, LLC | 22,853 | $962.3K | 0.01% | −526−2.2% | Reduced |
| GWM Advisors LLC | 22,792 | $959.8K | 0.00% | −498−2.1% | Reduced |
| Credit Agricole S A | 22,577 | $950.7K | 0.00% | +9,242+69.3% | Added |
| Garrison Bradford & Associates Inc | 22,543 | $949.3K | 1.03% | −100−0.4% | Reduced |
| Hilltop Holdings Inc. | 22,531 | $948.8K | 0.08% | −3,339−12.9% | Reduced |
| Creative Planning | 22,333 | $940.4K | 0.00% | −3,045−12.0% | Reduced |
| Wellington Management Group LLP | 22,169 | $933.5K | 0.00% | +1,040+4.9% | Added |
| Quantinno Capital Management LP | 21,872 | $921.1K | 0.00% | −2,330−9.6% | Reduced |
| Tower Research Capital LLC (TRC) | 21,423 | $902.1K | 0.02% | +9,148+74.5% | Added |
| Wesbanco Bank Inc | 21,353 | $899.2K | 0.02% | −10,099−32.1% | Reduced |
| JustInvest LLC | 21,093 | $888.2K | 0.01% | −6,940−24.8% | Reduced |
| Securian Asset Management, Inc | 19,151 | $882.3K | 0.03% | +24+0.1% | Added |
| D.A. Davidson & Co. | 20,348 | $856.9K | 0.00% | −1,970−8.8% | Reduced |
| Voya Investment Management LLC | 20,306 | $855.1K | 0.00% | +1,239+6.5% | Added |
| Arkadios Wealth Advisors | 20,111 | $846.9K | 0.01% | +1,490+8.0% | Added |
| Public Employees Retirement Association of Colorado | 20,098 | $846.0K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 19,266 | $811.3K | 0.03% | +1,030+5.6% | Added |
| Credit Industriel Et Commercial | 19,195 | $808.3K | 0.09% | +19,195 | New |
| Benjamin Edwards Inc | 18,752 | $789.6K | 0.01% | +3,249+21.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,709 | $788.0K | 0.00% | −6,771−26.6% | Reduced |
| SMH Capital Advisors Inc | 18,627 | $784.4K | 3.07% | −200−1.1% | Reduced |
| Carson Advisory Inc. | 18,526 | $780.1K | 0.36% | −700−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 18,419 | $775.6K | 0.01% | +18,419 | New |
| Saudi Central Bank | 18,330 | $771.9K | 0.01% | +9,652+111.2% | Added |
| Mackenzie Financial Corp | 18,251 | $768.5K | 0.00% | −49−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,241 | $768.1K | 0.00% | −6,674−26.8% | Reduced |
| Ensign Peak Advisors, Inc | 18,042 | $759.7K | 0.00% | −1,050−5.5% | Reduced |
| Carret Asset Management, LLC | 18,040 | $759.7K | 0.07% | +6,400+55.0% | Added |
| Cordoba Advisory Partners LLC | 18,103 | $757.4K | 0.16% | −286−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 17,961 | $756.0K | 0.01% | −153−0.8% | Reduced |
| Blair William & Co | 17,893 | $753.5K | 0.00% | +5,656+46.2% | Added |
| Wealthspire Advisors, LLC | 17,843 | $751.4K | 0.00% | +17,843 | New |
| Moody National Bank Trust Division | 17,840 | $751.2K | 0.06% | +133+0.8% | Added |
| Jupiter Topco LLC | 17,173 | $723.1K | 0.00% | +17,173 | New |
| Federated Hermes, Inc. | 17,041 | $717.6K | 0.00% | −933−5.2% | Reduced |
| Winthrop Partners - WNY, LLC | 16,936 | $713.2K | 0.35% | +567+3.5% | Added |
| QRG Capital Management, Inc. | 16,835 | $708.9K | 0.01% | +23+0.1% | Added |
| Investment Management Corp of Ontario | 16,715 | $703.9K | 0.01% | −100−0.6% | Reduced |
| Pathstone Holdings, LLC | 16,658 | $701.5K | 0.00% | −14−0.1% | Reduced |
| Polymer Capital Management (US) LLC | 16,382 | $689.8K | 0.10% | +4,260+35.1% | Added |
| Stiles Financial Services Inc | 16,137 | $679.5K | 0.17% | +3,698+29.7% | Added |
| FORA Capital, LLC | 16,129 | $679.2K | 0.05% | +16,129 | New |
| O'Rourke & Company, Inc | 15,943 | $671.4K | 0.23% | +431+2.8% | Added |
| National Pension Service | 15,875 | $668.5K | 0.00% | +627+4.1% | Added |
| Daymark Wealth Partners, LLC | 15,831 | $666.7K | 0.02% | −4,863−23.5% | Reduced |
| Baldwin Brothers Inc | 15,720 | $662.0K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,493 | $652.4K | 0.00% | +224+1.5% | Added |
| Sagewood Asset Management LP | 15,350 | $646.4K | 0.15% | +9,751+174.2% | Added |
| Arete Wealth Advisors, LLC | 15,254 | $642.4K | 0.04% | +334+2.2% | Added |
| Siemens Fonds Invest GmbH | 15,173 | $638.9K | 0.03% | +4,744+45.5% | Added |
| Clearstead Advisors, LLC | 15,078 | $634.9K | 0.01% | −223−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 14,811 | $623.7K | 0.00% | −37−0.2% | Reduced |
| Abn Amro Investment Solutions | 14,674 | $617.9K | 0.01% | +6,885+88.4% | Added |
| Rakuten Investment Management, Inc. | 15,066 | $610.5K | 0.00% | +3,328+28.4% | Added |
| Federation des caisses Desjardins du Quebec | 14,377 | $605.4K | 0.00% | +4,169+40.8% | Added |
| Stablepoint Partners, LLC | 14,177 | $597.0K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,694 | $576.6K | 0.00% | −131−0.9% | Reduced |
| Maryland State Retirement & Pension System | 13,486 | $567.9K | 0.01% | 00.0% | Unchanged |