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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 245 | $10.4K | 0.00% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 227 | $9.56K | 0.00% | −247−52.1% | Reduced |
| Farmers & Merchants Investments Inc | 220 | $9.26K | 0.00% | −10−4.3% | Reduced |
| AdvisorNet Financial, Inc | 202 | $8.51K | 0.00% | −1−0.5% | Reduced |
| Align Financial, LLC | 202 | $8.51K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 200 | $8.42K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 194 | $8.00K | 0.00% | −18−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 169 | $7.12K | 0.00% | −11−6.1% | Reduced |
| NVWM, LLC | 160 | $6.75K | 0.00% | +160 | New |
| Zions Bancorporation, National Association | 156 | $6.57K | 0.00% | +22+16.4% | Added |
| Action Point Financial Planning, LLC | 151 | $6.23K | 0.00% | +151 | New |
| Colonial Trust Co | 144 | $6.06K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 142 | $6.00K | 0.00% | −191−57.4% | Reduced |
| Bell Investment Advisors, Inc | 140 | $5.90K | 0.00% | −136−49.3% | Reduced |
| Principia Wealth Advisory, LLC | 140 | $5.89K | 0.00% | +91+185.7% | Added |
| Hilton Head Capital Partners, LLC | 138 | $5.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 138 | $5.81K | 0.00% | +38+38.0% | Added |
| Transamerica Financial Advisors, Inc. | 133 | $5.64K | 0.00% | +11+9.0% | Added |
| Continuum Advisory, LLC | 130 | $5.47K | 0.00% | +130 | New |
| Abound Wealth Management | 128 | $5.39K | 0.00% | +128 | New |
| Bruce G. Allen Investments, LLC | 120 | $5.05K | 0.00% | −79−39.7% | Reduced |
| Ronald Blue Trust, Inc. | 118 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 116 | $4.88K | 0.00% | −2,700−95.9% | Reduced |
| Silver Grove Financial Group, Inc. | 107 | $4.51K | 0.00% | +107 | New |
| First Horizon Corp | 102 | $4.30K | 0.00% | −20−16.4% | Reduced |
| Colonial Trust Advisors | 100 | $4.21K | 0.00% | +50+100.0% | Added |
| Clark Wealth Partners | 98 | $4.13K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 90 | $3.79K | 0.00% | −45−33.3% | Reduced |
| CoreCap Advisors, LLC | 88 | $3.71K | 0.00% | +85+2,833.3% | Added |
| Quarry LP | 86 | $3.62K | 0.00% | +86 | New |
| Cullen/Frost Bankers, Inc. | 83 | $3.50K | 0.00% | +12+16.9% | Added |
| Caitlin John, LLC | 83 | $3.50K | 0.00% | +83 | New |
| Brown, Lisle/Cummings, Inc. | 69 | $2.91K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 66 | $2.78K | 0.00% | +66 | New |
| WPG Advisers, LLC | 62 | $2.61K | 0.00% | +33+113.8% | Added |
| Cromwell Holdings LLC | 61 | $2.57K | 0.00% | +8+15.1% | Added |
| SJS Investment Consulting Inc. | 57 | $2.40K | 0.00% | −101−63.9% | Reduced |
| Signature Resources Capital Management, LLC | 57 | $2.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 49 | $2.19K | 0.00% | +49 | New |
| DiNuzzo Private Wealth, Inc. | 48 | $2.02K | 0.00% | +2+4.3% | Added |
| SHP Wealth Management | 48 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 48 | $2.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $2.00K | 0.00% | −49−40.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 47 | $1.98K | 0.00% | +18+62.1% | Added |
| JPL Wealth Management, LLC | 45 | $1.90K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 44 | $1.85K | 0.00% | −6−12.0% | Reduced |
| Marshall Investment Management, LLC | 44 | $1.85K | 0.00% | +44 | New |
| Manning & Napier Advisors LLC | 44 | $1.78K | 0.00% | +44 | New |
| Rialto Wealth Management, LLC | 42 | $1.77K | 0.00% | +15+55.6% | Added |
| True Wealth Design, LLC | 40 | $1.69K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $1.47K | 0.00% | +5+16.7% | Added |
| Versant Capital Management, Inc | 33 | $1.39K | 0.00% | −18−35.3% | Reduced |
| Benson Wealth Management INC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 28 | $1.18K | 0.00% | +15+115.4% | Added |
| Financial Consulate, Inc | 26 | $1.09K | 0.00% | −247−90.5% | Reduced |
| Signature Equity Partners, LLC | 26 | $1.07K | 0.00% | +1+4.0% | Added |
| Ameriflex Group, Inc. | 25 | $1.05K | 0.00% | +25 | New |
| Insight Financial Services | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $969 | 0.00% | +21+1,050.0% | Added |
| Fedenia Advisers LLC | 23 | $969 | 0.00% | +23 | New |
| Kilter Group LLC | 21 | $895 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19 | $801 | 0.00% | +10+111.1% | Added |
| 1015 Capital Partners, LLC | 16 | $674 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $590 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $547 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 13 | $547 | 0.00% | +13 | New |
| Torren Management, LLC | 13 | $531 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $506 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 12 | $505 | 0.00% | −42−77.8% | Reduced |
| Creative Financial Designs Inc | 10 | $421 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $337 | 0.00% | −199−96.1% | Reduced |
| DecisionPoint Financial, LLC | 7 | $297 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $295 | 0.00% | −3−30.0% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $295 | 0.00% | +4+133.3% | Added |
| Seneschal Advisors, LLC | 6 | $253 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $211 | 0.00% | +1+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $211 | 0.00% | +5 | New |
| Highland Investment Advisors LLC | 4 | $168 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 3 | $127 | 0.00% | +3 | New |
| Moisand Fitzgerald Tamayo, LLC | 121 | $115 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2 | $84 | 0.00% | +2 | New |
| Birchbrook, Inc. | 53 | $51 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10 | $10 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −1,516,016−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −693,262−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −480,930−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −351,606−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −317,967−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −160,648−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −160,477−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −157,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −155,284−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −103,696−100.0% | Sold out |