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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 0 | $0 | 0.00% | −92,262−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −83,153−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −74,007−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −64,679−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −24,931−100.0% | Sold out |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −19,036−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −14,236−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −13,281−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −11,116−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −10,341−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,575−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −6,595−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −5,382−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −4,730−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Flatrock Wealth Partners LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| PMG Family Office LLC | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Cornerstone Select Advisors, LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −4,154−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| Hoertkorn Richard Charles | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Teachers Insurance & Annuity Association of America | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Key Capital Management, INC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bernard Wealth Management Corp. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |