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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 5,485 | $231.0K | 0.00% | −250−4.4% | Reduced |
| AE Wealth Management LLC | 5,466 | $230.1K | 0.00% | −110−2.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,450 | $229.5K | 0.06% | −50−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,383 | $226.7K | 0.00% | −629−10.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,363 | $225.8K | 0.00% | −3,000−35.9% | Reduced |
| Whetstone Capital Advisors, LLC | 5,312 | $223.7K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,288 | $222.7K | 0.00% | −2,975−36.0% | Reduced |
| Ossiam | 5,278 | $222.3K | 0.00% | +3,263+161.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,254 | $221.2K | 0.00% | +971+22.7% | Added |
| Profund Advisors LLC | 5,242 | $220.7K | 0.01% | −167−3.1% | Reduced |
| Mission Wealth Management, LP | 5,228 | $220.2K | 0.00% | +99+1.9% | Added |
| AlphaCore Capital LLC | 5,122 | $215.7K | 0.00% | +5,122 | New |
| Principal Street Partners, LLC | 5,035 | $212.0K | 0.03% | +5,035 | New |
| Cypress Capital Group | 5,018 | $211.3K | 0.02% | +5,018 | New |
| Harbor Investment Advisory, LLC | 5,008 | $210.9K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 4,985 | $209.9K | 0.00% | −16−0.3% | Reduced |
| KRS Capital Management, LLC | 4,950 | $208.4K | 0.10% | −170−3.3% | Reduced |
| Tranquility Partners, LLC | 4,815 | $202.7K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 4,543 | $191.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 4,520 | $190.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,406 | $185.6K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,374 | $184.2K | 0.00% | +4,374 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,334 | $182.5K | 0.00% | −1,572−26.6% | Reduced |
| Macquarie Group Ltd | 4,123 | $173.6K | 0.00% | −563−12.0% | Reduced |
| Huntington National Bank | 3,875 | $163.2K | 0.00% | +2,104+118.8% | Added |
| Larson Financial Group LLC | 3,667 | $154.4K | 0.00% | −573−13.5% | Reduced |
| Stelac Advisory Services LLC | 3,590 | $151.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 3,557 | $149.8K | 0.00% | −372−9.5% | Reduced |
| Spirit of America Management Corp | 3,550 | $149.5K | 0.03% | −2,500−41.3% | Reduced |
| Hamilton Capital Partners Inc. | 3,365 | $141.7K | 0.00% | −1,611−32.4% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,312 | $139.5K | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,104 | $130.7K | 0.00% | +506+19.5% | Added |
| Caitong International Asset Management Co., Ltd | 3,047 | $128.3K | 0.02% | +3,046+304,600.0% | Added |
| Atlantic Union Bankshares Corp | 3,030 | $127.2K | 0.00% | −664−18.0% | Reduced |
| Old Point Trust & Financial Services N A | 3,000 | $126.3K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,478 | $104.3K | 0.09% | −371−13.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,397 | $100.9K | 0.00% | +680+39.6% | Added |
| Tower View Investment Management & Research LLC | 2,291 | $96.5K | 0.04% | +18+0.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,206 | $92.9K | 0.01% | +2,206 | New |
| Aster Capital Management (DIFC) Ltd | 2,186 | $92.1K | 0.02% | +2,186 | New |
| Twin Tree Management, LP | 1,985 | $83.6K | 0.01% | −2,299−53.7% | Reduced |
| Los Angeles Capital Management LLC | 1,888 | $79.5K | 0.00% | +768+68.6% | Added |
| Oslo Pensjonsforsikring AS | 1,884 | $79.3K | 0.01% | +685+57.1% | Added |
| Spire Wealth Management | 1,850 | $77.9K | 0.00% | −1,106−37.4% | Reduced |
| Wellington Shields & Co., LLC | 1,773 | $74.7K | 0.02% | −190−9.7% | Reduced |
| FIL Ltd | 1,737 | $73.1K | 0.00% | +116+7.2% | Added |
| Natixis | 1,708 | $71.9K | 0.00% | −119,410−98.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $71.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,611 | $67.8K | 0.01% | −471−22.6% | Reduced |
| Bogart Wealth, LLC | 1,587 | $66.8K | 0.00% | −15−0.9% | Reduced |
| Valley National Advisers Inc | 1,520 | $64.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,468 | $61.8K | 0.00% | +21+1.5% | Added |
| Ramirez Asset Management, Inc. | 1,400 | $59.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,394 | $58.7K | 0.00% | −135−8.8% | Reduced |
| Gold Investment Management Ltd. | 1,382 | $58.2K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,378 | $58.0K | 0.01% | +126+10.1% | Added |
| Tema ETFs LLC | 1,263 | $53.2K | 0.00% | −751−37.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,250 | $52.6K | 0.00% | −626−33.4% | Reduced |
| Smartleaf Asset Management LLC | 1,294 | $52.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,230 | $51.8K | 0.00% | +227+22.6% | Added |
| LRI Investments, LLC | 1,218 | $51.3K | 0.00% | +183+17.7% | Added |
| GHP Investment Advisors, Inc. | 1,186 | $49.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,152 | $48.0K | 0.00% | +196+20.5% | Added |
| Allianz SE | 1,090 | $45.9K | 0.00% | +1,090 | New |
| Mather Group, LLC. | 1,000 | $42.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 997 | $42.0K | 0.02% | +370+59.0% | Added |
| Community Bank, N.A. | 978 | $41.2K | 0.00% | +206+26.7% | Added |
| Massmutual Trust Co FSB | 962 | $40.5K | 0.00% | +258+36.6% | Added |
| IFP Advisors, Inc | 880 | $37.1K | 0.00% | −268−23.3% | Reduced |
| Allworth Financial LP | 843 | $35.5K | 0.00% | −491−36.8% | Reduced |
| Harbour Investments, Inc. | 813 | $34.2K | 0.00% | +3+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 811 | $34.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 771 | $32.5K | 0.01% | +771 | New |
| Cary Street Partner Investment Advisory LLC | 722 | $30.4K | 0.01% | −18−2.4% | Reduced |
| Oakworth Capital, Inc. | 708 | $30.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 660 | $27.8K | 0.00% | +660 | New |
| Motco | 648 | $27.3K | 0.00% | +6+0.9% | Added |
| Adkins Seale Capital Management LLC | 601 | $25.3K | 0.02% | +55+10.1% | Added |
| Central Trust Co | 600 | $25.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 600 | $25.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 584 | $24.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 570 | $24.0K | 0.00% | −143−20.1% | Reduced |
| Main Street Group, LTD | 568 | $23.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 550 | $23.2K | 0.00% | −332−37.6% | Reduced |
| Intesa Sanpaolo Wealth Management | 500 | $21.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 430 | $18.9K | 0.00% | −250−36.8% | Reduced |
| Global X Japan Co., Ltd. | 447 | $18.8K | 0.00% | +249+125.8% | Added |
| Capital Advisors, Ltd. LLC | 399 | $17.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 398 | $16.8K | 0.00% | +118+42.1% | Added |
| Retirement Wealth Solutions LLC | 368 | $15.5K | 0.01% | −36−8.9% | Reduced |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 308 | $13.0K | 0.00% | −109−26.1% | Reduced |
| Fortitude Family Office, LLC | 302 | $12.7K | 0.00% | +168+125.4% | Added |
| Axiom Investment Management LLC | 300 | $12.6K | 0.01% | +300 | New |
| Proathlete Wealth Management LLC | 297 | $12.5K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 294 | $12.4K | 0.00% | +200+212.8% | Added |
| Albion Financial Group | 273 | $11.5K | 0.00% | −16−5.5% | Reduced |
| Owl Creek Wealth Partners LLC | 255 | $10.7K | 0.00% | −110−30.1% | Reduced |
| LifeSteps Financial, Inc. | 251 | $10.6K | 0.00% | +251 | New |
| Atlantic Trust, LLC | 250 | $10.5K | 0.00% | 00.0% | Unchanged |