Carlyle Group Inc. (CG) — Institutional Holders, Q2 2026

593 institutional investment managers reported a CG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CG stock profile

CG in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

226

Trimmed

201

Sold out

Biggest buyers

AmundiAdded · +2,749,781 sh+$115.8M
Point72 Asset Management, L.P.Added · +1,981,854 sh+$83.5M
ROYAL BANK OF CANADAAdded · +1,145,931 sh+$48.3M
HARRIS ASSOCIATES L PAdded · +1,077,718 sh+$45.4M
BlackRockAdded · +959,608 sh+$40.4M

Biggest sellers

MILLENNIUM MANAGEMENTTrimmed · -6,624,597 sh-$279.0M
Capital World InvestorsTrimmed · -6,013,418 sh-$253.2M
REGENTS OF THE UNIVERSITY OF CALIFORNIASold out · -1,516,016 sh-$63.8M
AMERIPRISE FINANCIALTrimmed · -694,821 sh-$29.3M
Freestone Grove PartnersSold out · -693,262 sh-$29.2M

CG 13F holders ranked 1–100 of 593

Institutional investors reporting a position in Carlyle Group Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 31,984,053 sh	31,984,053	$1.3B	0.02%	+3.1%
2	HARRIS ASSOCIATES L P#2 · 17,661,625 sh	17,661,625	$743.7M	0.99%	+6.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 11,830,112 sh	11,830,112	$498.2M	0.02%	+0.1%
4	Capital World Investors#4 · 11,813,798 sh	11,813,798	$497.5M	0.06%	-33.7%
5	VANGUARD CAPITAL MANAGEMENT#5 · 11,464,474 sh	11,464,474	$482.8M	0.01%	+0.6%
6	MORGAN STANLEY#6 · 9,993,408 sh	9,993,408	$420.8M	0.02%	-1.8%
7	STATE STREET#7 · 9,891,982 sh	9,891,982	$416.6M	0.01%	+2.2%
8	MASSACHUSETTS FINANCIAL SERVICES#8 · 7,739,524 sh	7,739,524	$328.6M	0.10%	+1.2%
9	ALKEON CAPITAL MANAGEMENT#9 · 5,941,316 sh	5,941,316	$250.2M	0.34%	0.0%
10	WILLIAM BLAIR INVESTMENT MANAGEMENT#10 · 5,914,905 sh	5,914,905	$249.1M	0.75%	-6.1%
11	GEODE CAPITAL MANAGEMENT#11 · 5,224,555 sh	5,224,555	$219.4M	0.01%	+1.5%
12	ARIEL INVESTMENTS#12 · 4,548,683 sh	4,548,683	$191.5M	1.91%	+14.2%
13	FMR#13 · 4,358,455 sh	4,358,455	$183.5M	<0.01%	+17.7%
14	Legal & General Group Plc#14 · 3,870,443 sh	3,870,443	$163.0M	0.03%	+10.5%
15	NORGES BANK#15 · 3,646,300 sh	3,646,300	$153.5M	0.02%	—
16	Amundi#16 · 3,406,001 sh	3,406,001	$143.4M	0.03%	+419.0%
17	DIMENSIONAL FUND ADVISORS#17 · 2,995,510 sh	2,995,510	$126.1M	0.02%	-1.7%
18	NORTHERN#18 · 2,576,558 sh	2,576,558	$108.5M	0.01%	+3.1%
19	UBS Group AG#19 · 2,504,918 sh	2,504,918	$105.5M	0.01%	-13.7%
20	Point72 Asset Management, L.P.#20 · 2,184,854 sh	2,184,854	$92.0M	0.10%	+976.3%
21	ROYAL BANK OF CANADA#21 · 2,029,610 sh	2,029,610	$85.5M	0.01%	+129.7%
22	AMERIPRISE FINANCIAL#22 · 2,026,772 sh	2,026,772	$85.3M	0.02%	-25.5%
23	Bank of New York Mellon#23 · 2,007,599 sh	2,007,599	$84.5M	0.01%	-2.0%
24	Algebris (UK) Ltd#24 · 1,923,159 sh	1,923,159	$80.7M	5.32%	+48.5%
25	BANK OF AMERICA#25 · 1,886,490 sh	1,886,490	$79.4M	<0.01%	+40.9%
26	VANGUARD FIDUCIARY#26 · 1,640,080 sh	1,640,080	$69.1M	0.02%	+2.1%
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#27 · 1,602,700 sh	1,602,700	$67.5M	0.01%	+5.7%
28	GOLDMAN SACHS GROUP#28 · 1,574,143 sh	1,574,143	$66.3M	<0.01%	-3.1%
29	MARKEL GROUP#29 · 1,327,000 sh	1,327,000	$55.9M	0.43%	0.0%
30	Beutel, Goodman & Ltd.#30 · 1,270,059 sh	1,270,059	$53.5M	0.39%	-16.4%
31	JANE STREET GROUP#31 · 1,218,238 sh	1,218,238	$51.3M	<0.01%	+206.5%
32	CHARLES SCHWAB INVESTMENT MANAGEMENT#32 · 1,140,809 sh	1,140,809	$48.0M	<0.01%	+1.1%
33	Davis Asset Management, L.P.#33 · 1,131,000 sh	1,131,000	$47.6M	1.21%	0.0%
34	Walleye Capital#34 · 1,060,746 sh	1,060,746	$44.7M	0.16%	+185.2%
35	Russell Investments Group, Ltd.#35 · 1,049,820 sh	1,049,820	$44.1M	0.04%	+12.1%
36	JPMORGAN CHASE#36 · 1,071,394 sh	1,071,394	$43.4M	<0.01%	-8.9%
37	Nuveen#37 · 955,965 sh	955,965	$40.3M	<0.01%	-0.4%
38	PRIVATE MANAGEMENT GROUP#38 · 954,767 sh	954,767	$40.2M	1.06%	+38.1%
39	CITADEL ADVISORS#39 · 835,171 sh	835,171	$35.2M	<0.01%	New
40	Prana Capital Management#40 · 813,618 sh	813,618	$34.3M	1.04%	+25.1%
41	RENAISSANCE TECHNOLOGIES#41 · 744,700 sh	744,700	$31.4M	0.04%	+444.8%
42	RHUMBLINE ADVISERS#42 · 737,819 sh	737,819	$31.1M	0.02%	+2.7%
43	Invesco Ltd.#43 · 683,754 sh	683,754	$28.8M	<0.01%	+0.9%
44	MARSHALL WACE, LLP#44 · 600,241 sh	600,241	$25.3M	0.02%	New
45	PRINCIPAL FINANCIAL GROUP#45 · 588,520 sh	588,520	$24.8M	0.01%	+1.6%
46	DEPRINCE RACE & ZOLLO#46 · 562,441 sh	562,441	$23.7M	—	+6.7%
47	FRANKLIN STREET ADVISORS#47 · 560,327 sh	560,327	$23.6M	—	-15.5%
48	VANGUARD ASSET MANAGEMENT, Ltd#48 · 543,489 sh	543,489	$22.9M	0.02%	+14.5%
49	ASSETMARK#49 · 527,543 sh	527,543	$22.2M	—	+13.3%
50	CastleKnight Management#50 · 519,576 sh	519,576	$21.9M	0.30%	+9.9%
51	Sumitomo Mitsui#51 · 519,242 sh	519,242	$21.9M	0.01%	+7.3%
52	ENVESTNET ASSET MANAGEMENT#52 · 496,560 sh	496,560	$20.9M	<0.01%	+5.4%
53	Squarepoint Ops#53 · 495,608 sh	495,608	$20.9M	0.02%	+1074.2%
54	Rockefeller Capital Management L.P.#54 · 477,657 sh	477,657	$20.1M	0.03%	-1.7%
55	MANUFACTURERS LIFE INSURANCE COMPANY, THE#55 · 451,520 sh	451,520	$19.0M	0.01%	-6.5%
56	ALLIANCEBERNSTEIN L.P.#56 · 375,485 sh	375,485	$18.2M	<0.01%	+0.1%
57	DEUTSCHE BANK AG\#57 · 418,318 sh	418,318	$17.6M	<0.01%	-47.8%
58	GREAT WEST LIFE ASSURANCE#58 · 410,908 sh	410,908	$17.3M	0.03%	+8.9%
59	RAYMOND JAMES FINANCIAL#59 · 390,177 sh	390,177	$16.4M	<0.01%	-2.3%
60	T. Rowe Price Investment Management#60 · 387,762 sh	387,762	$16.3M	0.01%	-0.6%
61	WELLS FARGO & COMPANY#61 · 381,044 sh	381,044	$16.0M	<0.01%	-0.2%
62	VAN ECK ASSOCIATES#62 · 370,381 sh	370,381	$15.6M	<0.01%	+51.8%
63	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#63 · 317,266 sh	317,266	$13.4M	<0.01%	-31.6%
64	FRONTIER CAPITAL MANAGEMENT#64 · 316,724 sh	316,724	$13.3M	0.12%	-4.7%
65	BANK OF NOVA SCOTIA#65 · 314,725 sh	314,725	$13.3M	0.02%	+195.0%
66	Mitsubishi UFJ Asset Management , Ltd.#66 · 307,610 sh	307,610	$13.0M	<0.01%	+28.3%
67	BARCLAYS PLC#67 · 306,594 sh	306,594	$12.9M	<0.01%	+3.8%
68	BANK OF MONTREAL#68 · 306,178 sh	306,178	$12.9M	<0.01%	+18.1%
69	XTX Topco Ltd#69 · 303,222 sh	303,222	$12.8M	0.17%	+197.1%
70	Sargent Investment Group#70 · 300,821 sh	300,821	$12.7M	1.52%	-0.9%
71	NATIXIS ADVISORS#71 · 292,249 sh	292,249	$12.3M	0.01%	-10.0%
72	HSBC PLC#72 · 283,206 sh	283,206	$11.9M	<0.01%	+33.5%
73	Gator Capital Management#73 · 282,425 sh	282,425	$11.9M	2.50%	+47.7%
74	Cerity Partners#74 · 279,658 sh	279,658	$11.8M	0.01%	-1.9%
75	Jump Financial#75 · 277,294 sh	277,294	$11.7M	0.09%	New
76	Retirement Systems of Alabama#76 · 268,068 sh	268,068	$11.3M	0.03%	-15.7%
77	ARGENT CAPITAL MANAGEMENT#77 · 267,555 sh	267,555	$11.3M	—	-6.9%
78	Assenagon Asset Management S.A.#78 · 264,232 sh	264,232	$11.1M	—	New
79	JONES FINANCIAL COMPANIES LLLP#79 · 264,135 sh	264,135	$10.9M	<0.01%	+3.1%
80	PRICE T ROWE ASSOCIATES#80 · 255,243 sh	255,243	$10.7M	<0.01%	+7.9%
81	CITIGROUP#81 · 250,189 sh	250,189	$10.5M	<0.01%	+51.3%
82	VICTORY CAPITAL MANAGEMENT#82 · 244,735 sh	244,735	$10.3M	<0.01%	-2.1%
83	D. E. Shaw#83 · 238,883 sh	238,883	$10.1M	<0.01%	+1262.8%
84	Allen Mooney & Barnes Investment Advisors#84 · 238,500 sh	238,500	$10.0M	—	-7.8%
85	AQR CAPITAL MANAGEMENT#85 · 234,942 sh	234,942	$9.9M	<0.01%	-16.4%
86	BROWN ADVISORY#86 · 233,127 sh	233,127	$9.8M	0.02%	-2.7%
87	SOROS FUND MANAGEMENT#87 · 226,767 sh	226,767	$9.5M	0.12%	-7.4%
88	ExodusPoint Capital Management#88 · 225,732 sh	225,732	$9.5M	0.06%	New
89	MetLife Investment Management#89 · 224,533 sh	224,533	$9.5M	0.04%	+7.5%
90	OPPENHEIMER#90 · 218,691 sh	218,691	$9.2M	—	+14.4%
91	DnB Asset Management AS#91 · 218,129 sh	218,129	$9.2M	0.03%	-7.7%
92	CAZ INVESTMENTS#92 · 212,000 sh	212,000	$8.9M	0.87%	New
93	Galvin, Gaustad & Stein#93 · 207,531 sh	207,531	$8.7M	—	-7.2%
94	ROYAL LONDON ASSET MANAGEMENT LTD#94 · 204,929 sh	204,929	$8.6M	0.02%	-0.5%
95	Lalia Capital#95 · 202,000 sh	202,000	$8.5M	4.13%	+381.0%
96	Schonfeld Strategic Advisors#96 · 201,958 sh	201,958	$8.5M	0.03%	+14.3%
97	SIT INVESTMENT ASSOCIATES#97 · 195,315 sh	195,315	$8.2M	0.16%	-18.4%
98	Walleye Trading#98 · 190,143 sh	190,143	$8.0M	<0.01%	New
99	abrdn plc#99 · 186,410 sh	186,410	$7.8M	0.01%	+3.0%
100	MILLENNIUM MANAGEMENT#100 · 178,458 sh	178,458	$7.5M	<0.01%	-97.4%

Funds that sold out of CG in Q2 2026 (79)

Held CG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CG in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA1,516,016 sh	1,516,016	$73.4M
Freestone Grove Partners693,262 sh	693,262	$33.5M
Alyeska Investment Group, L.P.480,930 sh	480,930	$23.3M
Woodline Partners351,606 sh	351,606	$17.0M
Holocene Advisors317,967 sh	317,967	$15.4M
Capital International160,648 sh	160,648	$7.8M
LAZARD ASSET MANAGEMENT160,477 sh	160,477	$7.8M
BW Gestao de Investimentos Ltda.160,000 sh	160,000	$7.7M
BAMCO157,000 sh	157,000	$7.6M
Cinctive Capital Management155,284 sh	155,284	$7.5M
Tredje AP-fonden103,696 sh	103,696	$5.0M
WINTON GROUP Ltd92,262 sh	92,262	$4.5M
Y-Intercept (Hong Kong) Ltd83,153 sh	83,153	$4.0M
Polar Asset Management Partners74,007 sh	74,007	$3.6M
Stanley-Laman Group, Ltd.64,679 sh	64,679	$3.1M
Mariner24,931 sh	24,931	$1.2M
Waterway Wealth Management19,036 sh	19,036	$921.2K
SIH Partners, LLLP18,600 sh	18,600	$900.1K
Havemeyer Place14,236 sh	14,236	$688.9K
ASR Vermogensbeheer N.V.13,281 sh	13,281	$642.7K
TOBAM11,116 sh	11,116	$538.0K
Moors & Cabot10,879 sh	10,879	$526.4K
EVOLVE PRIVATE WEALTH10,341 sh	10,341	$500.4K
TWO SIGMA SECURITIES9,575 sh	9,575	$463.3K
Robertson Stephens Wealth Management6,595 sh	6,595	$319.2K
Integrated Advisors Network5,617 sh	5,617	$271.8K
Gateway Wealth Partners5,460 sh	5,460	$264.2K
FAYEZ SAROFIM5,399 sh	5,399	$261.3K
SYM FINANCIAL5,382 sh	5,382	$260.4K
Alpine Global Management5,290 sh	5,290	$256.0K
Bank Julius Baer & Ltd, Zurich5,000 sh	5,000	$241.9K
Focus Partners Wealth4,760 sh	4,760	$230.4K
Oasis Advisors4,758 sh	4,758	$230.2K
Vise Technologies3,874 sh	3,874	$229.0K
Compound Planning4,730 sh	4,730	$228.9K
Dynamic Advisor Solutions4,681 sh	4,681	$226.5K
Snowden Capital Advisors4,581 sh	4,581	$221.7K
Flatrock Wealth Partners4,548 sh	4,548	$220.1K
Herold Advisors4,500 sh	4,500	$217.8K
PMG Family Office4,481 sh	4,481	$216.8K
REGATTA CAPITAL GROUP4,431 sh	4,431	$214.4K
Cornerstone Select Advisors4,415 sh	4,415	$213.6K
COMMERCE BANK4,411 sh	4,411	$213.4K
Stamos Capital Partners, L.P.4,382 sh	4,382	$212.0K
DMC Group4,325 sh	4,325	$209.3K
GLENMEDE NA4,316 sh	4,316	$208.9K
Investment Partners Asset Management4,253 sh	4,253	$205.8K
Pictet & Cie (Europe) SA4,250 sh	4,250	$205.7K
INDEPENDENT FINANCIAL GROUP4,250 sh	4,250	$205.7K
Mount Yale Investment Advisors4,161 sh	4,161	$201.4K
SlateStone Wealth4,154 sh	4,154	$201.0K
Equitable3,399 sh	3,399	$200.9K
HOERTKORN RICHARD CHARLES3,500 sh	3,500	$169.4K
Advisory Services Network2,490 sh	2,490	$120.5K
QUADRANT CAPITAL GROUP2,650 sh	2,650	$113.1K
Western Wealth Management1,077 sh	1,077	$52.1K
State of Wyoming958 sh	958	$46.4K
MAI Capital Management805 sh	805	$39.0K
Root Financial Partners509 sh	509	$24.6K
TWIN PEAKS WEALTH ADVISORS276 sh	276	$13.4K
BROWN BROTHERS HARRIMAN275 sh	275	$13.3K
NBT BANK N A266 sh	266	$12.9K
Raiffeisen Bank International AG262 sh	262	$12.2K
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA101 sh	101	$4.9K
Tidemark59 sh	59	$2.9K
Key Capital Management58 sh	58	$2.8K
Activest Wealth Management48 sh	48	$2.3K
Stone House Investment Management41 sh	41	$2.0K
Annis Gardner Whiting Capital Advisors35 sh	35	$1.7K
Legacy Wealth Managment24 sh	24	$1.2K
James T. Borello RIA14 sh	14	$677.00
Bernard Wealth Management500 sh	500	$475.00
TopTier Wealth Management9 sh	9	$436.00
Investors Portfolio Services7 sh	7	$343.00
Financial Management Professionals7 sh	7	$339.00
Intentional Wealth Strategies7 sh	7	$339.00
Vermillion Wealth Management6 sh	6	$290.00
Dunhill Financial5 sh	5	$276.00
CURIO WEALTH1 sh	1	$48.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.