Carlyle Group Inc. (CG) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CG 13F holders ranked 201–300 of 593
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Sanctuary Advisors#201 · 37,073 sh | 37,073 | $1.6M | <0.01% | -2.4% |
| 202 | Korea Investment#202 · 36,905 sh | 36,905 | $1.6M | <0.01% | 0.0% |
| 203 | Bleakley Financial Group#203 · 35,987 sh | 35,987 | $1.5M | 0.02% | -2.2% |
| 204 | NISSAY ASSET MANAGEMENT /JAPAN#204 · 35,295 sh | 35,295 | $1.5M | <0.01% | +15.1% |
| 205 | Quantbot Technologies#205 · 34,974 sh | 34,974 | $1.5M | 0.06% | +334.8% |
| 206 | BNP Paribas Asset Management Holding S.A.#206 · 34,667 sh | 34,667 | $1.5M | <0.01% | +143.1% |
| 207 | AMICA MUTUAL INSURANCE#207 · 33,903 sh | 33,903 | $1.4M | 0.12% | +6.7% |
| 208 | Qsemble Capital Management#208 · 32,140 sh | 32,140 | $1.4M | 0.17% | New |
| 209 | INTREPID CAPITAL MANAGEMENT#209 · 31,894 sh | 31,894 | $1.3M | 0.48% | +70.0% |
| 210 | Private Advisor Group#210 · 31,616 sh | 31,616 | $1.3M | <0.01% | +391.8% |
| 211 | MML INVESTORS SERVICES#211 · 31,479 sh | 31,479 | $1.3M | <0.01% | +27.8% |
| 212 | Sierra Capital#212 · 31,365 sh | 31,365 | $1.3M | 0.13% | 0.0% |
| 213 | Neuberger Berman Group#213 · 31,242 sh | 31,242 | $1.3M | <0.01% | -11.3% |
| 214 | OP Asset Management Ltd#214 · 30,532 sh | 30,532 | $1.3M | 0.01% | -27.2% |
| 215 | Swiss Life Asset Management Ltd#215 · 29,666 sh | 29,666 | $1.2M | <0.01% | +19.4% |
| 216 | ALLSTATE#216 · 29,476 sh | 29,476 | $1.2M | 0.01% | +14.7% |
| 217 | Entropy Technologies#217 · 29,373 sh | 29,373 | $1.2M | 0.05% | -69.6% |
| 218 | WEALTH ENHANCEMENT ADVISORY SERVICES#218 · 27,579 sh | 27,579 | $1.2M | — | -3.7% |
| 219 | Pacer Advisors#219 · 29,182 sh | 29,182 | $1.2M | <0.01% | New |
| 220 | Diversified#220 · 29,133 sh | 29,133 | $1.2M | 0.02% | +0.2% |
| 221 | Advisors Asset Management#221 · 28,780 sh | 28,780 | $1.2M | 0.02% | +14.5% |
| 222 | BANQUE PICTET & CIE SA#222 · 28,700 sh | 28,700 | $1.2M | — | 0.0% |
| 223 | UNITED CAPITAL FINANCIAL ADVISORS#223 · 28,640 sh | 28,640 | $1.2M | <0.01% | +521.4% |
| 224 | New Age Alpha Advisors#224 · 27,631 sh | 27,631 | $1.2M | 0.05% | -13.7% |
| 225 | Cercano Management#225 · 27,589 sh | 27,589 | $1.2M | 0.11% | New |
| 226 | Waterfront Wealth#226 · 25,908 sh | 25,908 | $1.2M | 0.18% | -0.6% |
| 227 | HRT FINANCIAL#227 · 27,287 sh | 27,287 | $1.1M | <0.01% | -79.0% |
| 228 | Swedbank AB#228 · 26,842 sh | 26,842 | $1.1M | — | 0.0% |
| 229 | Avanza Fonder AB#229 · 26,357 sh | 26,357 | $1.1M | — | 0.0% |
| 230 | TRUIST FINANCIAL#230 · 26,237 sh | 26,237 | $1.1M | <0.01% | -0.6% |
| 231 | JEPPSON WEALTH MANAGEMENT#231 · 25,846 sh | 25,846 | $1.1M | — | -4.3% |
| 232 | NORDEA INVESTMENT MANAGEMENT AB#232 · 25,763 sh | 25,763 | $1.1M | <0.01% | +18.2% |
| 233 | SIMPLEX TRADING#233 · 25,415 sh | 25,415 | $1.1M | <0.01% | New |
| 234 | State of Alaska, Department of Revenue#234 · 25,395 sh | 25,395 | $1.1M | — | -1.0% |
| 235 | DAVENPORT#235 · 25,082 sh | 25,082 | $1.1M | — | +20.9% |
| 236 | Onyx Bridge Wealth Group#236 · 24,969 sh | 24,969 | $1.1M | — | +0.1% |
| 237 | Orion Porfolio Solutions#237 · 24,838 sh | 24,838 | $1.0M | <0.01% | +0.2% |
| 238 | Daiwa Securities Group#238 · 24,673 sh | 24,673 | $1.0M | <0.01% | +19.9% |
| 239 | Sumitomo Mitsui DS Asset Management Company, Ltd#239 · 24,622 sh | 24,622 | $1.0M | — | 0.0% |
| 240 | KESTRA PRIVATE WEALTH SERVICES#240 · 23,969 sh | 23,969 | $1.0M | 0.01% | -0.7% |
| 241 | GROUP ONE TRADING, L.P.#241 · 23,952 sh | 23,952 | $1.0M | <0.01% | New |
| 242 | Apollon Wealth Management#242 · 22,853 sh | 22,853 | $962.3K | — | -2.2% |
| 243 | NewEdge Advisors#243 · 22,792 sh | 22,792 | $959.8K | <0.01% | New |
| 244 | CREDIT AGRICOLE S A#244 · 22,577 sh | 22,577 | $950.7K | <0.01% | +69.3% |
| 245 | GARRISON BRADFORD & ASSOCIATES#245 · 22,543 sh | 22,543 | $949.3K | 1.03% | -0.4% |
| 246 | Hilltop#246 · 22,531 sh | 22,531 | $948.8K | 0.07% | -12.9% |
| 247 | Creative Planning#247 · 22,333 sh | 22,333 | $940.4K | <0.01% | -12.0% |
| 248 | WELLINGTON MANAGEMENT GROUP LLP#248 · 22,169 sh | 22,169 | $933.5K | <0.01% | +4.9% |
| 249 | Arete Wealth Advisors#249 · 21,963 sh | 21,963 | $924.9K | 0.03% | +47.3% |
| 250 | Quantinno Capital Management#250 · 21,872 sh | 21,872 | $921.1K | <0.01% | -9.6% |
| 251 | Tower Research Capital (TRC)#251 · 21,423 sh | 21,423 | $902.1K | 0.02% | +74.5% |
| 252 | WESBANCO BANK#252 · 21,353 sh | 21,353 | $899.2K | 0.02% | -32.1% |
| 253 | Vanguard Personalized Indexing Management#253 · 21,093 sh | 21,093 | $888.2K | <0.01% | -24.8% |
| 254 | SECURIAN ASSET MANAGEMENT#254 · 19,151 sh | 19,151 | $882.3K | 0.03% | +0.1% |
| 255 | D.A. DAVIDSON#255 · 20,348 sh | 20,348 | $856.9K | <0.01% | -8.8% |
| 256 | VOYA INVESTMENT MANAGEMENT#256 · 20,306 sh | 20,306 | $855.1K | <0.01% | +6.5% |
| 257 | Arkadios Wealth Advisors#257 · 20,111 sh | 20,111 | $846.9K | 0.01% | +8.0% |
| 258 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#258 · 20,098 sh | 20,098 | $846.0K | <0.01% | 0.0% |
| 259 | TOKIO MARINE ASSET MANAGEMENT LTD#259 · 19,266 sh | 19,266 | $811.3K | — | +5.6% |
| 260 | CREDIT INDUSTRIEL ET COMMERCIAL#260 · 19,195 sh | 19,195 | $808.3K | 0.05% | New |
| 261 | BENJAMIN EDWARDS#261 · 18,752 sh | 18,752 | $789.6K | <0.01% | +21.0% |
| 262 | Cambridge Investment Research Advisors#262 · 18,709 sh | 18,709 | $788.0K | <0.01% | -26.6% |
| 263 | SMH CAPITAL ADVISORS#263 · 18,627 sh | 18,627 | $784.4K | 3.07% | +1944.7% |
| 264 | Carson Advisory#264 · 18,526 sh | 18,526 | $780.1K | 0.36% | -3.6% |
| 265 | SRS Capital Advisors#265 · 18,419 sh | 18,419 | $775.6K | <0.01% | New |
| 266 | Saudi Central Bank#266 · 18,330 sh | 18,330 | $771.9K | 0.01% | +111.2% |
| 267 | MACKENZIE FINANCIAL#267 · 18,251 sh | 18,251 | $768.5K | <0.01% | -0.3% |
| 268 | Steward Partners Investment Advisory#268 · 18,241 sh | 18,241 | $768.1K | <0.01% | -26.8% |
| 269 | Ensign Peak Advisors#269 · 18,042 sh | 18,042 | $759.7K | <0.01% | -5.5% |
| 270 | CARRET ASSET MANAGEMENT#270 · 18,040 sh | 18,040 | $759.7K | 0.07% | +55.0% |
| 271 | Cordoba Advisory Partners#271 · 18,103 sh | 18,103 | $757.4K | — | -1.6% |
| 272 | Gulf International Bank (UK) Ltd#272 · 17,961 sh | 17,961 | $756.0K | — | -0.8% |
| 273 | BLAIR WILLIAM#273 · 17,893 sh | 17,893 | $753.5K | <0.01% | +46.2% |
| 274 | Wealthspire Advisors#274 · 17,843 sh | 17,843 | $751.4K | <0.01% | New |
| 275 | MOODY NATIONAL BANK DIVISION#275 · 17,840 sh | 17,840 | $751.2K | — | +0.8% |
| 276 | Jupiter Topco#276 · 17,173 sh | 17,173 | $723.1K | <0.01% | — |
| 277 | FEDERATED HERMES#277 · 17,041 sh | 17,041 | $717.6K | <0.01% | -5.2% |
| 278 | Winthrop Partners - WNY#278 · 16,936 sh | 16,936 | $713.2K | 0.35% | +3.5% |
| 279 | QRG CAPITAL MANAGEMENT#279 · 16,835 sh | 16,835 | $708.9K | <0.01% | +0.1% |
| 280 | Investment Management of Ontario#280 · 16,715 sh | 16,715 | $703.9K | <0.01% | -0.6% |
| 281 | Pathstone#281 · 16,658 sh | 16,658 | $701.5K | <0.01% | -0.1% |
| 282 | Polymer Capital Management (US)#282 · 16,382 sh | 16,382 | $689.8K | 0.09% | +35.1% |
| 283 | Stiles Financial Services#283 · 16,137 sh | 16,137 | $679.5K | 0.17% | +29.7% |
| 284 | FORA Capital#284 · 16,129 sh | 16,129 | $679.2K | 0.05% | New |
| 285 | O'ROURKE & COMPANY#285 · 15,943 sh | 15,943 | $671.4K | 0.23% | +2.8% |
| 286 | National Pension Service#286 · 15,875 sh | 15,875 | $668.5K | <0.01% | +4.1% |
| 287 | DAYMARK WEALTH PARTNERS#287 · 15,831 sh | 15,831 | $666.7K | 0.02% | -23.5% |
| 288 | BALDWIN WEALTH PARTNERS#288 · 15,720 sh | 15,720 | $662.0K | — | 0.0% |
| 289 | CIBC Asset Management#289 · 15,493 sh | 15,493 | $652.4K | <0.01% | +1.5% |
| 290 | Sagewood Asset Management#290 · 15,350 sh | 15,350 | $646.4K | 0.15% | +174.2% |
| 291 | Siemens Fonds Invest GmbH#291 · 15,173 sh | 15,173 | $638.9K | 0.03% | +45.5% |
| 292 | Clearstead Advisors#292 · 15,078 sh | 15,078 | $634.9K | <0.01% | -1.5% |
| 293 | Waverly Advisors#293 · 14,811 sh | 14,811 | $623.7K | <0.01% | -0.2% |
| 294 | ABN AMRO INVESTMENT SOLUTIONS#294 · 14,674 sh | 14,674 | $617.9K | — | +88.4% |
| 295 | Rakuten Investment Management#295 · 15,066 sh | 15,066 | $610.5K | <0.01% | +28.4% |
| 296 | Federation des caisses Desjardins du Quebec#296 · 14,377 sh | 14,377 | $605.4K | <0.01% | +40.8% |
| 297 | Stablepoint Partners#297 · 14,177 sh | 14,177 | $597.0K | 0.08% | 0.0% |
| 298 | Cresset Asset Management#298 · 13,694 sh | 13,694 | $576.6K | <0.01% | -0.9% |
| 299 | Maryland State Retirement & Pension System#299 · 13,486 sh | 13,486 | $567.9K | <0.01% | 0.0% |
| 300 | FRANKLIN RESOURCES#300 · 13,216 sh | 13,216 | $556.5K | <0.01% | -90.4% |
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.