Carlyle Group Inc. (CG) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 593
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | 1832 Asset Management L.P.#401 · 5,485 sh | 5,485 | $231.0K | <0.01% | -4.4% |
| 402 | AE Wealth Management#402 · 5,466 sh | 5,466 | $230.1K | <0.01% | -2.0% |
| 403 | Westbourne Investment Advisors#403 · 5,450 sh | 5,450 | $229.5K | — | -0.9% |
| 404 | MONETA GROUP INVESTMENT ADVISORS#404 · 5,383 sh | 5,383 | $226.7K | <0.01% | -10.5% |
| 405 | Cassaday & Wealth Management#405 · 5,363 sh | 5,363 | $225.8K | — | -35.9% |
| 406 | Whetstone Capital Advisors#406 · 5,312 sh | 5,312 | $223.7K | 0.06% | 0.0% |
| 407 | Jaffetilchin Investment Partners#407 · 5,305 sh | 5,305 | $223.4K | 0.01% | -0.2% |
| 408 | Integrated Wealth Concepts#408 · 5,285 sh | 5,285 | $222.7K | <0.01% | -36.0% |
| 409 | OSSIAM#409 · 5,278 sh | 5,278 | $222.3K | <0.01% | +161.9% |
| 410 | Envestnet Portfolio Solutions#410 · 5,254 sh | 5,254 | $221.2K | <0.01% | +22.7% |
| 411 | PROFUND ADVISORS#411 · 5,242 sh | 5,242 | $220.7K | <0.01% | -3.1% |
| 412 | MISSION WEALTH MANAGEMENT#412 · 5,228 sh | 5,228 | $220.2K | — | +1.9% |
| 413 | AlphaCore Capital#413 · 5,122 sh | 5,122 | $215.7K | <0.01% | New |
| 414 | Principal Street Partners#414 · 5,035 sh | 5,035 | $212.0K | 0.03% | New |
| 415 | Cypress Capital Group#415 · 5,018 sh | 5,018 | $211.3K | 0.02% | New |
| 416 | HARBOR INVESTMENT ADVISORY#416 · 5,008 sh | 5,008 | $210.9K | — | 0.0% |
| 417 | M&T BANK#417 · 4,985 sh | 4,985 | $209.9K | <0.01% | -0.3% |
| 418 | KRS Capital Management#418 · 4,950 sh | 4,950 | $208.4K | — | -3.3% |
| 419 | Tranquility Partners#419 · 4,815 sh | 4,815 | $202.7K | — | 0.0% |
| 420 | Vestcor#420 · 4,543 sh | 4,543 | $191.0K | <0.01% | 0.0% |
| 421 | STOREBRAND ASSET MANAGEMENT AS#421 · 4,520 sh | 4,520 | $190.3K | <0.01% | 0.0% |
| 422 | BARRETT & COMPANY#422 · 4,406 sh | 4,406 | $185.6K | — | 0.0% |
| 423 | Global Retirement Partners#423 · 4,374 sh | 4,374 | $184.2K | <0.01% | — |
| 424 | Mirae Asset Global Investments , Ltd.#424 · 4,334 sh | 4,334 | $182.5K | <0.01% | -26.6% |
| 425 | MACQUARIE GROUP LTD#425 · 4,123 sh | 4,123 | $173.6K | <0.01% | -12.0% |
| 426 | HUNTINGTON NATIONAL BANK#426 · 3,875 sh | 3,875 | $163.2K | <0.01% | +118.8% |
| 427 | Larson Financial Group#427 · 3,667 sh | 3,667 | $154.4K | <0.01% | -13.5% |
| 428 | Stelac Advisory Services#428 · 3,590 sh | 3,590 | $151.2K | 0.03% | 0.0% |
| 429 | UMB Bank, n.a.#429 · 3,557 sh | 3,557 | $149.8K | <0.01% | -9.5% |
| 430 | SPIRIT OF AMERICA MANAGEMENT#430 · 3,550 sh | 3,550 | $149.5K | — | -41.3% |
| 431 | Hamilton Capital Partners#431 · 3,365 sh | 3,365 | $141.7K | <0.01% | -32.4% |
| 432 | Gunpowder Capital Management, dba Oliver Wealth Management#432 · 3,312 sh | 3,312 | $139.5K | 0.10% | 0.0% |
| 433 | NISA INVESTMENT ADVISORS#433 · 3,104 sh | 3,104 | $130.7K | — | +19.5% |
| 434 | Caitong International Asset Management , Ltd#434 · 3,047 sh | 3,047 | $128.3K | 0.02% | New |
| 435 | Union Bankshares#435 · 3,030 sh | 3,030 | $127.2K | <0.01% | -18.0% |
| 436 | OLD POINT & FINANCIAL SERVICES N A#436 · 3,000 sh | 3,000 | $126.3K | 0.04% | 0.0% |
| 437 | Western Pacific Wealth Management#437 · 2,478 sh | 2,478 | $104.3K | — | -13.0% |
| 438 | MIRAE ASSET GLOBAL ETFS Ltd.#438 · 2,397 sh | 2,397 | $100.9K | <0.01% | +39.6% |
| 439 | Tower View Wealth Management#439 · 2,291 sh | 2,291 | $96.5K | — | +0.8% |
| 440 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#440 · 2,206 sh | 2,206 | $92.9K | 0.01% | New |
| 441 | Aster Capital Management (DIFC) Ltd#441 · 2,186 sh | 2,186 | $92.1K | 0.02% | New |
| 442 | Twin Tree Management#442 · 1,985 sh | 1,985 | $83.6K | <0.01% | -53.7% |
| 443 | LOS ANGELES CAPITAL MANAGEMENT#443 · 1,888 sh | 1,888 | $79.5K | <0.01% | +68.6% |
| 444 | Oslo Pensjonsforsikring AS#444 · 1,884 sh | 1,884 | $79.3K | — | +57.1% |
| 445 | Spire Wealth Management#445 · 1,850 sh | 1,850 | $77.9K | <0.01% | -37.4% |
| 446 | Wellington Shields#446 · 1,773 sh | 1,773 | $74.7K | 0.02% | -9.7% |
| 447 | FIL Ltd#447 · 1,737 sh | 1,737 | $73.1K | <0.01% | +7.2% |
| 448 | NATIXIS#448 · 1,708 sh | 1,708 | $71.9K | <0.01% | -98.6% |
| 449 | Livforsakringsbolaget Skandia, Omsesidigt#449 · 1,700 sh | 1,700 | $71.6K | — | 0.0% |
| 450 | Pinnacle Wealth Planning Services#450 · 1,611 sh | 1,611 | $67.8K | <0.01% | -22.6% |
| 451 | Bogart Wealth#451 · 1,587 sh | 1,587 | $66.8K | <0.01% | -0.9% |
| 452 | VALLEY NATIONAL ADVISERS#452 · 1,520 sh | 1,520 | $64.0K | — | 0.0% |
| 453 | Parallel Advisors#453 · 1,468 sh | 1,468 | $61.8K | <0.01% | +1.5% |
| 454 | Ramirez Asset Management#454 · 1,400 sh | 1,400 | $59.0K | <0.01% | 0.0% |
| 455 | ROTHSCHILD INVESTMENT#455 · 1,394 sh | 1,394 | $58.7K | <0.01% | -8.8% |
| 456 | Gold Investment Management Ltd.#456 · 1,382 sh | 1,382 | $58.2K | — | 0.0% |
| 457 | Keating Financial Advisory Services#457 · 1,378 sh | 1,378 | $58.0K | <0.01% | +10.1% |
| 458 | TEMA ETFS#458 · 1,263 sh | 1,263 | $53.2K | — | -37.3% |
| 459 | EverSource Wealth Advisors#459 · 1,250 sh | 1,250 | $52.6K | <0.01% | -64.3% |
| 460 | Smartleaf Asset Management#460 · 1,294 sh | 1,294 | $52.4K | <0.01% | 0.0% |
| 461 | CVA Family Office#461 · 1,230 sh | 1,230 | $51.8K | <0.01% | +22.6% |
| 462 | LRI Investments#462 · 1,218 sh | 1,218 | $51.3K | <0.01% | +17.7% |
| 463 | GHP Investment Advisors#463 · 1,186 sh | 1,186 | $49.9K | — | 0.0% |
| 464 | BESSEMER GROUP#464 · 1,152 sh | 1,152 | $48.0K | <0.01% | +20.5% |
| 465 | ALLIANZ SE#465 · 1,090 sh | 1,090 | $45.9K | <0.01% | New |
| 466 | MATHER GROUP#466 · 1,000 sh | 1,000 | $42.1K | — | 0.0% |
| 467 | Essential Partners#467 · 997 sh | 997 | $42.0K | — | +59.0% |
| 468 | Community Bank, N.A.#468 · 978 sh | 978 | $41.2K | <0.01% | +26.7% |
| 469 | MassMutual Private Wealth & , FSB#469 · 962 sh | 962 | $40.5K | — | +36.6% |
| 470 | IFP Advisors#470 · 880 sh | 880 | $37.1K | — | -23.3% |
| 471 | Allworth Financial#471 · 843 sh | 843 | $35.5K | <0.01% | -36.8% |
| 472 | HARBOUR INVESTMENTS#472 · 813 sh | 813 | $34.2K | <0.01% | +0.4% |
| 473 | BARTLETT & WEALTH MANAGEMENT#473 · 811 sh | 811 | $34.1K | <0.01% | 0.0% |
| 474 | Cape Investment Advisory#474 · 771 sh | 771 | $32.5K | — | New |
| 475 | CARY STREET PARTNERS INVESTMENT ADVISORY#475 · 722 sh | 722 | $30.4K | <0.01% | -2.4% |
| 476 | Oakworth Capital#476 · 708 sh | 708 | $30.0K | — | 0.0% |
| 477 | Institute for Wealth Management#477 · 660 sh | 660 | $27.8K | <0.01% | New |
| 478 | MOTCO#478 · 648 sh | 648 | $27.3K | <0.01% | +0.9% |
| 479 | ADKINS SEALE CAPITAL MANAGEMENT#479 · 601 sh | 601 | $25.3K | 0.02% | +10.1% |
| 480 | Golden State Wealth Management#480 · 600 sh | 600 | $25.3K | <0.01% | 0.0% |
| 481 | CENTRAL#481 · 600 sh | 600 | $25.3K | <0.01% | 0.0% |
| 482 | Deseret Mutual Benefit Administrators#482 · 584 sh | 584 | $24.6K | <0.01% | 0.0% |
| 483 | PRIVATE NA#483 · 570 sh | 570 | $24.0K | — | -20.1% |
| 484 | Main Street Group, LTD#484 · 568 sh | 568 | $23.9K | <0.01% | 0.0% |
| 485 | BOK Financial Private Wealth#485 · 550 sh | 550 | $23.2K | <0.01% | -37.6% |
| 486 | Intesa Sanpaolo Wealth Management#486 · 500 sh | 500 | $21.1K | <0.01% | 0.0% |
| 487 | Parkside Financial Bank#487 · 454 sh | 454 | $19.1K | — | -4.2% |
| 488 | Cornerstone Planning Group#488 · 430 sh | 430 | $18.9K | — | -36.8% |
| 489 | Global X Japan , Ltd.#489 · 447 sh | 447 | $18.8K | — | +125.8% |
| 490 | Capital Advisors, Ltd.#490 · 399 sh | 399 | $17.0K | <0.01% | 0.0% |
| 491 | EFG International AG#491 · 398 sh | 398 | $16.8K | <0.01% | +42.1% |
| 492 | Retirement Wealth Solutions#492 · 368 sh | 368 | $15.5K | — | -8.9% |
| 493 | TSFG#493 · 300 sh | 300 | $13.0K | — | 0.0% |
| 494 | High Note Wealth#494 · 308 sh | 308 | $13.0K | <0.01% | -26.1% |
| 495 | Fortitude Family Office#495 · 302 sh | 302 | $12.7K | — | +125.4% |
| 496 | Axiom Investment Management#496 · 300 sh | 300 | $12.6K | <0.01% | New |
| 497 | PROATHLETE WEALTH MANAGEMENT#497 · 297 sh | 297 | $12.5K | — | 0.0% |
| 498 | S&T BANK#498 · 294 sh | 294 | $12.4K | <0.01% | +212.8% |
| 499 | ALBION FINANCIAL GROUP#499 · 273 sh | 273 | $11.5K | — | -5.5% |
| 500 | Owl Creek Wealth Partners#500 · 255 sh | 255 | $10.7K | — | -30.1% |
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.