Carlyle Group Inc. (CG) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 593
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Empowered Funds#301 · 13,208 sh | 13,208 | $556.2K | <0.01% | -13.1% |
| 302 | TD PRIVATE CLIENT WEALTH#302 · 13,206 sh | 13,206 | $556.1K | 0.01% | +3.7% |
| 303 | Guinness Asset Management LTD#303 · 13,143 sh | 13,143 | $553.5K | <0.01% | -15.0% |
| 304 | EntryPoint Capital#304 · 13,106 sh | 13,106 | $551.9K | 0.13% | +165.1% |
| 305 | Legacy Financial Advisors#305 · 13,102 sh | 13,102 | $551.7K | 0.07% | +0.8% |
| 306 | MERCER GLOBAL ADVISORS#306 · 13,101 sh | 13,101 | $551.7K | <0.01% | -25.4% |
| 307 | HB Wealth Management#307 · 13,083 sh | 13,083 | $550.9K | — | -5.8% |
| 308 | Zhang Financial#308 · 12,734 sh | 12,734 | $536.2K | 0.02% | -41.7% |
| 309 | BI Asset Management Fondsmaeglerselskab A/S#309 · 12,648 sh | 12,648 | $533.0K | — | -74.7% |
| 310 | FIRST MANHATTAN#310 · 12,250 sh | 12,250 | $515.8K | <0.01% | 0.0% |
| 311 | SCHRODER INVESTMENT MANAGEMENT GROUP#311 · 12,638 sh | 12,638 | $512.1K | <0.01% | -3.2% |
| 312 | FJ Capital Management#312 · 12,149 sh | 12,149 | $511.6K | 0.07% | +72.2% |
| 313 | Sterneck Capital Management#313 · 12,144 sh | 12,144 | $511.4K | 0.22% | +2.2% |
| 314 | CIBC Bancorp USA#314 · 11,943 sh | 11,943 | $502.9K | <0.01% | +1.1% |
| 315 | THOROUGHBRED FINANCIAL SERVICES#315 · 11,867 sh | 11,867 | $499.0K | 0.02% | -5.8% |
| 316 | 44 WEALTH MANAGEMENT#316 · 11,829 sh | 11,829 | $498.1K | 0.16% | -3.9% |
| 317 | Atria Investments#317 · 11,824 sh | 11,824 | $497.9K | — | -51.6% |
| 318 | Everhart Financial Group#318 · 11,369 sh | 11,369 | $478.7K | — | +2.0% |
| 319 | CIBC WORLD MARKET#319 · 11,212 sh | 11,212 | $472.1K | <0.01% | New |
| 320 | North Star Investment Management#320 · 11,181 sh | 11,181 | $470.8K | 0.03% | -0.3% |
| 321 | BEARING POINT CAPITAL#321 · 11,020 sh | 11,020 | $464.1K | 0.06% | +6.1% |
| 322 | Catalyst Capital Advisors#322 · 11,000 sh | 11,000 | $463.2K | <0.01% | 0.0% |
| 323 | US BANCORP \DE\#323 · 10,997 sh | 10,997 | $463.1K | <0.01% | -5.0% |
| 324 | Retirement Planning of New England#324 · 10,971 sh | 10,971 | $462.0K | — | +10.7% |
| 325 | McGowan Group Asset Management#325 · 10,962 sh | 10,962 | $461.6K | 0.06% | -1.1% |
| 326 | FOX RUN MANAGEMENT, L.L.C.#326 · 10,492 sh | 10,492 | $441.8K | 0.07% | New |
| 327 | TRITONPOINT WEALTH#327 · 10,455 sh | 10,455 | $440.3K | — | -0.7% |
| 328 | TritonPoint Partners#328 · 10,455 sh | 10,455 | $440.3K | 0.04% | New |
| 329 | CAPSTONE INVESTMENT ADVISORS#329 · 10,372 sh | 10,372 | $436.8K | <0.01% | -6.9% |
| 330 | Hennion & Walsh Asset Management#330 · 10,322 sh | 10,322 | $434.7K | — | +10.4% |
| 331 | ProShare Advisors#331 · 10,222 sh | 10,222 | $430.4K | <0.01% | -1.8% |
| 332 | Illinois Municipal Retirement Fund#332 · 10,068 sh | 10,068 | $424.0K | <0.01% | -71.0% |
| 333 | TBH Global Asset Management#333 · 10,037 sh | 10,037 | $422.7K | 0.08% | 0.0% |
| 334 | PEAK6#334 · 9,930 sh | 9,930 | $418.2K | <0.01% | -74.5% |
| 335 | Fideuram Asset Management (Ireland) dac#335 · 9,601 sh | 9,601 | $415.8K | <0.01% | New |
| 336 | AlphaGrep UK Ltd#336 · 9,872 sh | 9,872 | $415.7K | 0.12% | +62.8% |
| 337 | Comprehensive Money Management Services#337 · 9,621 sh | 9,621 | $405.1K | 0.26% | +59.7% |
| 338 | ALPS ADVISORS#338 · 9,616 sh | 9,616 | $404.9K | <0.01% | New |
| 339 | Fort Sheridan Advisors#339 · 9,400 sh | 9,400 | $395.8K | 0.04% | -8.7% |
| 340 | Kestra Advisory Services#340 · 9,393 sh | 9,393 | $395.5K | <0.01% | -36.2% |
| 341 | PARK AVENUE SECURITIES#341 · 9,322 sh | 9,322 | $393.0K | — | +8.2% |
| 342 | Brevan Howard Capital Management#342 · 9,206 sh | 9,206 | $387.7K | <0.01% | -80.9% |
| 343 | NewEdge Wealth#343 · 9,046 sh | 9,046 | $380.9K | <0.01% | 0.0% |
| 344 | Fiduciary Group#344 · 9,000 sh | 9,000 | $379.0K | 0.03% | -1.8% |
| 345 | J.W. COLE ADVISORS#345 · 8,885 sh | 8,885 | $374.1K | <0.01% | -19.9% |
| 346 | GREENWOOD CAPITAL ASSOCIATES#346 · 8,740 sh | 8,740 | $368.0K | 0.04% | -1.3% |
| 347 | E&G Advisors#347 · 8,600 sh | 8,600 | $362.1K | — | 0.0% |
| 348 | Vident Advisory#348 · 8,555 sh | 8,555 | $360.3K | <0.01% | -8.7% |
| 349 | SHELTON CAPITAL MANAGEMENT#349 · 8,401 sh | 8,401 | $353.8K | <0.01% | -3.2% |
| 350 | Glenview#350 · 7,141 sh | 7,141 | $345.6K | <0.01% | 0.0% |
| 351 | Segment Wealth Management#351 · 8,200 sh | 8,200 | $345.3K | — | 0.0% |
| 352 | FIRST ADVISORS#352 · 8,182 sh | 8,182 | $344.5K | <0.01% | -84.5% |
| 353 | Farther Finance Advisors#353 · 8,115 sh | 8,115 | $341.0K | — | +55.6% |
| 354 | Kovack Advisors#354 · 8,029 sh | 8,029 | $339.9K | 0.02% | +25.7% |
| 355 | EdgeRock Capital#355 · 7,987 sh | 7,987 | $336.3K | 0.08% | -0.7% |
| 356 | Sterling Capital Management#356 · 7,984 sh | 7,984 | $336.2K | — | -9.4% |
| 357 | Wedmont Private Capital#357 · 7,433 sh | 7,433 | $332.3K | — | +4.1% |
| 358 | Merit Financial Group#358 · 7,827 sh | 7,827 | $329.6K | <0.01% | +11.5% |
| 359 | Leonteq Securities AG#359 · 7,801 sh | 7,801 | $328.5K | 0.01% | +55.6% |
| 360 | Sequoia Financial Advisors#360 · 7,794 sh | 7,794 | $328.2K | <0.01% | -6.0% |
| 361 | GAMMA Investing#361 · 7,778 sh | 7,778 | $327.5K | — | -14.2% |
| 362 | North Dakota State Investment Board#362 · 7,778 sh | 7,778 | $327.5K | 0.01% | +1.7% |
| 363 | Magnetar Financial#363 · 7,721 sh | 7,721 | $325.1K | <0.01% | New |
| 364 | OSTRUM ASSET MANAGEMENT#364 · 7,682 sh | 7,682 | $323.5K | 0.02% | +43.7% |
| 365 | Atom Investors#365 · 7,571 sh | 7,571 | $318.8K | 0.03% | New |
| 366 | INCEPTIONR#366 · 7,566 sh | 7,566 | $318.6K | 0.08% | New |
| 367 | Triad Wealth Partners#367 · 6,272 sh | 6,272 | $306.8K | — | +10.2% |
| 368 | Bridgefront Capital#368 · 7,234 sh | 7,234 | $304.6K | 0.08% | New |
| 369 | Fifth Third Wealth Advisors#369 · 7,150 sh | 7,150 | $301.1K | — | -4.3% |
| 370 | Principle Wealth Partners#370 · 7,131 sh | 7,131 | $300.3K | 0.01% | 0.0% |
| 371 | B. Riley Wealth Advisors#371 · 7,282 sh | 7,282 | $295.1K | — | +0.2% |
| 372 | Keebeck Wealth Management#372 · 6,955 sh | 6,955 | $292.9K | 0.03% | 0.0% |
| 373 | Diversify Advisory Services#373 · 6,216 sh | 6,216 | $287.7K | — | New |
| 374 | DIVERSIFY WEALTH MANAGEMENT#374 · 6,216 sh | 6,216 | $287.7K | — | +34.6% |
| 375 | PensionDanmark Pensionsforsikringsaktieselskab#375 · 6,800 sh | 6,800 | $286.3K | — | 0.0% |
| 376 | Summit Financial#376 · 6,761 sh | 6,761 | $284.7K | <0.01% | +0.1% |
| 377 | PROMETHIUM ADVISORS#377 · 6,754 sh | 6,754 | $284.4K | — | -2.0% |
| 378 | BFSG#378 · 6,751 sh | 6,751 | $284.3K | 0.03% | +28.2% |
| 379 | O'SHAUGHNESSY ASSET MANAGEMENT#379 · 6,715 sh | 6,715 | $282.8K | <0.01% | -59.3% |
| 380 | HANTZ FINANCIAL SERVICES#380 · 6,707 sh | 6,707 | $282.0K | <0.01% | -16.6% |
| 381 | MGO ONE SEVEN#381 · 6,621 sh | 6,621 | $278.8K | <0.01% | +1.3% |
| 382 | CARY STREET PARTNERS FINANCIAL#382 · 6,595 sh | 6,595 | $277.7K | <0.01% | -1.6% |
| 383 | Meiji Yasuda Asset Management Ltd.#383 · 6,513 sh | 6,513 | $274.3K | 0.01% | 0.0% |
| 384 | FIRST AMERICAN , FSB#384 · 15,048 sh | 15,048 | $273.9K | 0.02% | +2.6% |
| 385 | Triangle Securities Wealth Management#385 · 6,430 sh | 6,430 | $270.8K | — | 0.0% |
| 386 | PFG Investments#386 · 6,391 sh | 6,391 | $269.1K | 0.01% | +0.4% |
| 387 | UniSuper Management Pty Ltd#387 · 6,376 sh | 6,376 | $268.5K | — | New |
| 388 | B. Metzler seel. Sohn & AG#388 · 6,365 sh | 6,365 | $268.0K | <0.01% | 0.0% |
| 389 | CSM Advisors#389 · 6,280 sh | 6,280 | $265.0K | <0.01% | -97.7% |
| 390 | VestGen Advisors#390 · 6,282 sh | 6,282 | $264.5K | <0.01% | -17.1% |
| 391 | EQUITABLE#391 · 6,235 sh | 6,235 | $262.6K | — | 0.0% |
| 392 | Legato Capital Management#392 · 6,061 sh | 6,061 | $255.2K | 0.02% | -27.3% |
| 393 | Three Magnolias Financial Advisors#393 · 6,000 sh | 6,000 | $252.7K | — | -14.3% |
| 394 | Pictet North America Advisors SA#394 · 5,950 sh | 5,950 | $250.6K | — | 0.0% |
| 395 | Prentice Wealth Management#395 · 5,899 sh | 5,899 | $248.4K | — | +0.5% |
| 396 | Visionary Wealth Advisors#396 · 5,809 sh | 5,809 | $244.6K | <0.01% | -0.8% |
| 397 | Pallas Capital Advisors#397 · 5,763 sh | 5,763 | $242.7K | <0.01% | -6.0% |
| 398 | Osmosis Investment Management UK Ltd#398 · 5,752 sh | 5,752 | $242.2K | 0.01% | -71.0% |
| 399 | Krilogy Financial#399 · 5,698 sh | 5,698 | $239.9K | — | +21.2% |
| 400 | STRS OHIO#400 · 5,595 sh | 5,595 | $235.6K | <0.01% | -10.6% |
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.