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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 13,216 | $556.5K | 0.00% | −124,395−90.4% | Reduced |
| Empowered Funds, LLC | 13,208 | $556.2K | 0.00% | −1,991−13.1% | Reduced |
| TD Private Client Wealth LLC | 13,206 | $556.1K | 0.01% | +474+3.7% | Added |
| Guinness Asset Management LTD | 13,143 | $553.5K | 0.01% | −2,321−15.0% | Reduced |
| EntryPoint Capital, LLC | 13,106 | $551.9K | 0.13% | +8,163+165.1% | Added |
| Legacy Financial Advisors, Inc. | 13,102 | $551.7K | 0.07% | +100+0.8% | Added |
| Mercer Global Advisors Inc | 13,101 | $551.7K | 0.00% | −4,466−25.4% | Reduced |
| HB Wealth Management, LLC | 13,083 | $550.9K | 0.00% | −800−5.8% | Reduced |
| Zhang Financial LLC | 12,734 | $536.2K | 0.02% | −9,118−41.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,648 | $533.0K | 0.00% | −37,347−74.7% | Reduced |
| First Manhattan Co | 12,250 | $515.8K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 12,638 | $512.1K | 0.00% | −424−3.2% | Reduced |
| FJ Capital Management LLC | 12,149 | $511.6K | 0.07% | +5,094+72.2% | Added |
| Sterneck Capital Management, LLC | 12,144 | $511.4K | 0.22% | +261+2.2% | Added |
| CIBC Bancorp USA Inc. | 11,943 | $502.9K | 0.00% | +128+1.1% | Added |
| Thoroughbred Financial Services, LLC | 11,867 | $499.0K | 0.02% | −734−5.8% | Reduced |
| 44 Wealth Management LLC | 11,829 | $498.1K | 0.16% | −482−3.9% | Reduced |
| Atria Investments LLC | 11,824 | $497.9K | 0.00% | −12,609−51.6% | Reduced |
| Everhart Financial Group, Inc. | 11,369 | $478.7K | 0.03% | +224+2.0% | Added |
| CIBC World Markets Inc. | 11,212 | $472.1K | 0.00% | +11,212 | New |
| North Star Investment Management Corp. | 11,181 | $470.8K | 0.03% | −29−0.3% | Reduced |
| Bearing Point Capital, LLC | 11,020 | $464.1K | 0.06% | +630+6.1% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $463.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,997 | $463.1K | 0.00% | −582−5.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,971 | $462.0K | 0.17% | +1,056+10.7% | Added |
| McGowan Group Asset Management, Inc. | 10,962 | $461.6K | 0.06% | −123−1.1% | Reduced |
| Fox Run Management, L.L.C. | 10,492 | $441.8K | 0.07% | +10,492 | New |
| 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 |
| Capstone Investment Advisors, LLC | 10,372 | $436.8K | 0.00% | −771−6.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,322 | $434.7K | 0.01% | +972+10.4% | Added |
| ProShare Advisors LLC | 10,222 | $430.4K | 0.00% | −186−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 10,068 | $424.0K | 0.00% | −24,633−71.0% | Reduced |
| TBH Global Asset Management, LLC | 10,037 | $422.7K | 0.08% | +20.0% | Added |
| PEAK6 LLC | 9,930 | $418.2K | 0.01% | −29,021−74.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,601 | $415.8K | 0.01% | +9,601 | New |
| AlphaGrep UK Ltd | 9,872 | $415.7K | 0.13% | +3,807+62.8% | Added |
| Comprehensive Money Management Services LLC | 9,621 | $405.1K | 0.26% | +3,596+59.7% | Added |
| Alps Advisors Inc | 9,616 | $404.9K | 0.00% | +9,616 | New |
| Fort Sheridan Advisors LLC | 9,400 | $395.8K | 0.04% | −900−8.7% | Reduced |
| Kestra Advisory Services, LLC | 9,393 | $395.5K | 0.00% | −5,333−36.2% | Reduced |
| Park Avenue Securities LLC | 9,322 | $393.0K | 0.00% | +704+8.2% | Added |
| Brevan Howard Capital Management LP | 9,206 | $387.7K | 0.01% | −38,926−80.9% | Reduced |
| NewEdge Wealth, LLC | 9,046 | $380.9K | 0.00% | +20.0% | Added |
| Fiduciary Group LLC | 9,000 | $379.0K | 0.03% | −164−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 8,885 | $374.1K | 0.01% | −2,212−19.9% | Reduced |
| Greenwood Capital Associates LLC | 8,740 | $368.0K | 0.04% | −119−1.3% | Reduced |
| E&G Advisors, LP | 8,600 | $362.1K | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,555 | $360.3K | 0.00% | −815−8.7% | Reduced |
| Shelton Capital Management | 8,401 | $353.8K | 0.01% | −275−3.2% | Reduced |
| Segment Wealth Management, LLC | 8,200 | $345.3K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 8,182 | $344.5K | 0.00% | −44,598−84.5% | Reduced |
| Farther Finance Advisors, LLC | 8,115 | $341.0K | 0.00% | +2,900+55.6% | Added |
| Kovack Advisors, Inc. | 8,029 | $339.9K | 0.02% | +1,641+25.7% | Added |
| EdgeRock Capital LLC | 7,987 | $336.3K | 0.08% | −58−0.7% | Reduced |
| Sterling Capital Management LLC | 7,984 | $336.2K | 0.01% | −832−9.4% | Reduced |
| Wedmont Private Capital | 7,433 | $332.3K | 0.01% | +295+4.1% | Added |
| Merit Financial Group, LLC | 7,827 | $329.6K | 0.00% | +810+11.5% | Added |
| Leonteq Securities AG | 7,801 | $328.5K | 0.02% | +2,788+55.6% | Added |
| Sequoia Financial Advisors, LLC | 7,794 | $328.2K | 0.00% | −496−6.0% | Reduced |
| 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 |
| Magnetar Financial LLC | 7,721 | $325.1K | 0.00% | +7,721 | New |
| Ostrum Asset Management | 7,682 | $323.5K | 0.02% | +2,337+43.7% | Added |
| Glenview Trust Co | 7,680 | $323.4K | 0.00% | +539+7.5% | Added |
| Atom Investors LP | 7,571 | $318.8K | 0.03% | +7,571 | New |
| Inceptionr LLC | 7,566 | $318.6K | 0.08% | +7,566 | New |
| Triad Wealth Partners, LLC | 6,272 | $306.8K | 0.02% | +583+10.2% | Added |
| Bridgefront Capital, LLC | 7,234 | $304.6K | 0.08% | +7,234 | New |
| Fifth Third Wealth Advisors LLC | 7,150 | $301.1K | 0.01% | −319−4.3% | Reduced |
| Principle Wealth Partners LLC | 7,131 | $300.3K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,282 | $295.1K | 0.02% | +13+0.2% | Added |
| Keebeck Wealth Management, LLC | 6,955 | $292.9K | 0.03% | 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 |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,800 | $286.3K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,761 | $284.7K | 0.00% | +9+0.1% | Added |
| Promethium Advisors,llc | 6,754 | $284.4K | 0.14% | −140−2.0% | Reduced |
| BFSG, LLC | 6,751 | $284.3K | 0.03% | +1,485+28.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,715 | $282.8K | 0.00% | −9,791−59.3% | Reduced |
| Hantz Financial Services, Inc. | 6,707 | $282.0K | 0.00% | −1,339−16.6% | Reduced |
| We Are One Seven, LLC | 6,621 | $278.8K | 0.00% | +83+1.3% | Added |
| Cary Street Partners Financial LLC | 6,595 | $277.7K | 0.01% | −110−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,513 | $274.3K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 6,430 | $270.8K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,391 | $269.1K | 0.01% | +23+0.4% | Added |
| UniSuper Management Pty Ltd | 6,376 | $268.5K | 0.00% | +6,376 | New |
| B. Metzler seel. Sohn & Co. AG | 6,365 | $268.0K | 0.00% | 00.0% | Unchanged |
| CSM Advisors, LLC | 6,280 | $265.0K | 0.01% | −268,811−97.7% | Reduced |
| VestGen Advisors, LLC | 6,282 | $264.5K | 0.01% | −1,294−17.1% | Reduced |
| Equitable Trust Co | 6,235 | $262.6K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 6,061 | $255.2K | 0.02% | −2,279−27.3% | Reduced |
| Blue Rock Wealth Management LLC | 6,000 | $252.7K | 0.14% | −1,000−14.3% | Reduced |
| Pictet North America Advisors SA | 5,950 | $250.6K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,899 | $248.4K | 0.05% | +29+0.5% | Added |
| Visionary Wealth Advisors | 5,809 | $244.6K | 0.01% | −47−0.8% | Reduced |
| Pallas Capital Advisors LLC | 5,763 | $242.7K | 0.01% | −366−6.0% | Reduced |
| Osmosis Investment Management UK Ltd | 5,752 | $242.2K | 0.01% | −14,060−71.0% | Reduced |
| Krilogy Financial LLC | 5,698 | $239.9K | 0.01% | +998+21.2% | Added |
| STRS Ohio | 5,595 | $235.6K | 0.00% | −660−10.6% | Reduced |