Carlyle Group Inc. (CG) — Institutional Holders, Q2 2026 (page 6)
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 501 to 593. 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 501–593 of 593
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | LifeSteps Financial#501 · 251 sh | 251 | $10.6K | — | New |
| 502 | Clearstead#502 · 250 sh | 250 | $10.5K | <0.01% | 0.0% |
| 503 | Darwin Wealth Management#503 · 245 sh | 245 | $10.4K | <0.01% | +0.4% |
| 504 | FARMERS & MERCHANTS INVESTMENTS#504 · 220 sh | 220 | $9.3K | — | -4.3% |
| 505 | AdvisorNet Financial#505 · 202 sh | 202 | $8.5K | — | -0.5% |
| 506 | Align Financial#506 · 202 sh | 202 | $8.5K | — | 0.0% |
| 507 | EDMOND DE ROTHSCHILD HOLDING S.A.#507 · 200 sh | 200 | $8.4K | <0.01% | 0.0% |
| 508 | Covestor Ltd#508 · 194 sh | 194 | $8.0K | <0.01% | -8.5% |
| 509 | JFS WEALTH ADVISORS#509 · 169 sh | 169 | $7.1K | <0.01% | -6.1% |
| 510 | NVWM#510 · 160 sh | 160 | $6.7K | — | New |
| 511 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#511 · 156 sh | 156 | $6.6K | <0.01% | +16.4% |
| 512 | ACTION POINT FINANCIAL PLANNING#512 · 151 sh | 151 | $6.2K | <0.01% | New |
| 513 | Colonial / SC#513 · 144 sh | 144 | $6.1K | <0.01% | 0.0% |
| 514 | CX Institutional#514 · 142 sh | 142 | $6.0K | — | -57.4% |
| 515 | Bell Investment Advisors#515 · 140 sh | 140 | $5.9K | <0.01% | -49.3% |
| 516 | Principia Wealth Advisory#516 · 140 sh | 140 | $5.9K | <0.01% | +185.7% |
| 517 | Glen Eagle Advisors#517 · 138 sh | 138 | $5.8K | <0.01% | +38.0% |
| 518 | Hilton Head Capital Partners#518 · 138 sh | 138 | $5.8K | — | 0.0% |
| 519 | Transamerica Financial Advisors#519 · 133 sh | 133 | $5.6K | <0.01% | +9.0% |
| 520 | Continuum Advisory#520 · 130 sh | 130 | $5.5K | <0.01% | New |
| 521 | Abound Wealth Management#521 · 128 sh | 128 | $5.4K | — | New |
| 522 | Bruce G. Allen Investments#522 · 120 sh | 120 | $5.1K | <0.01% | -39.7% |
| 523 | Ronald Blue#523 · 118 sh | 118 | $5.0K | — | 0.0% |
| 524 | Wilmington Savings Fund Society, FSB#524 · 116 sh | 116 | $4.9K | — | -95.9% |
| 525 | Silver Grove Financial Group#525 · 107 sh | 107 | $4.5K | <0.01% | New |
| 526 | FIRST HORIZON NATIONAL#526 · 102 sh | 102 | $4.3K | — | -16.4% |
| 527 | Colonial Advisors#527 · 100 sh | 100 | $4.2K | <0.01% | +100.0% |
| 528 | Clark Wealth Partners#528 · 98 sh | 98 | $4.1K | — | 0.0% |
| 529 | Rossby Financial, LCC#529 · 90 sh | 90 | $3.8K | <0.01% | -33.3% |
| 530 | CoreCap Advisors#530 · 88 sh | 88 | $3.7K | — | +2833.3% |
| 531 | Quarry#531 · 86 sh | 86 | $3.6K | <0.01% | New |
| 532 | CULLEN/FROST BANKERS#532 · 83 sh | 83 | $3.5K | 0.00% | +16.9% |
| 533 | Caitlin John#533 · 83 sh | 83 | $3.5K | <0.01% | New |
| 534 | BROWN, LISLE/CUMMINGS#534 · 69 sh | 69 | $2.9K | — | 0.0% |
| 535 | Creative Capital Management Investments#535 · 66 sh | 66 | $2.8K | <0.01% | New |
| 536 | WPG Advisers#536 · 62 sh | 62 | $2.6K | <0.01% | +113.8% |
| 537 | Cromwell#537 · 61 sh | 61 | $2.6K | <0.01% | +15.1% |
| 538 | SJS Investment Consulting#538 · 57 sh | 57 | $2.4K | — | -63.9% |
| 539 | Signature Resources Capital Management#539 · 57 sh | 57 | $2.4K | — | 0.0% |
| 540 | Private Wealth Management Group#540 · 54 sh | 54 | $2.3K | — | 0.0% |
| 541 | Synergy Investment Management#541 · 49 sh | 49 | $2.2K | <0.01% | New |
| 542 | DiNuzzo Private Wealth#542 · 48 sh | 48 | $2.0K | — | +4.3% |
| 543 | SHP Wealth Management#543 · 48 sh | 48 | $2.0K | <0.01% | 0.0% |
| 544 | Bravera Wealth#544 · 48 sh | 48 | $2.0K | <0.01% | 0.0% |
| 545 | Avion Wealth#545 · 71 sh | 71 | $2.0K | <0.01% | -40.8% |
| 546 | Bay Harbor Wealth Management#546 · 47 sh | 47 | $2.0K | <0.01% | +62.1% |
| 547 | JPL Wealth Management#547 · 45 sh | 45 | $1.9K | <0.01% | 0.0% |
| 548 | MARSHALL INVESTMENT MANAGEMENT#548 · 44 sh | 44 | $1.9K | <0.01% | New |
| 549 | SouthState Bank#549 · 44 sh | 44 | $1.9K | <0.01% | -12.0% |
| 550 | MANNING & NAPIER ADVISORS#550 · 44 sh | 44 | $1.8K | 0.00% | New |
| 551 | Rialto Wealth Management#551 · 42 sh | 42 | $1.8K | <0.01% | +55.6% |
| 552 | True Wealth Design#552 · 40 sh | 40 | $1.7K | — | 0.0% |
| 553 | JNBA Financial Advisors#553 · 35 sh | 35 | $1.5K | <0.01% | 0.0% |
| 554 | Hughes Financial Services#554 · 35 sh | 35 | $1.5K | <0.01% | +16.7% |
| 555 | Versant Capital Management#555 · 33 sh | 33 | $1.4K | — | -35.3% |
| 556 | Benson Wealth Management#556 · 33 sh | 33 | $1.4K | <0.01% | 0.0% |
| 557 | HFM Investment Advisors#557 · 28 sh | 28 | $1.2K | <0.01% | +115.4% |
| 558 | FINANCIAL CONSULATE#558 · 26 sh | 26 | $1.1K | — | -90.5% |
| 559 | Signature Equity Partners#559 · 26 sh | 26 | $1.1K | <0.01% | +4.0% |
| 560 | AMERIFLEX GROUP#560 · 25 sh | 25 | $1.1K | <0.01% | New |
| 561 | IFS Advisors#561 · 23 sh | 23 | $1.0K | — | 0.0% |
| 562 | RAFFA WEALTH MANAGEMENT#562 · 23 sh | 23 | $969.00 | <0.01% | +1050.0% |
| 563 | Fedenia Advisers#563 · 23 sh | 23 | $969.00 | — | New |
| 564 | Kilter Group#564 · 21 sh | 21 | $895.00 | <0.01% | 0.0% |
| 565 | American Capital Advisory#565 · 19 sh | 19 | $801.00 | <0.01% | +111.1% |
| 566 | 1015 Capital Partners#566 · 16 sh | 16 | $674.00 | <0.01% | 0.0% |
| 567 | Cornerstone Financial Management#567 · 14 sh | 14 | $590.00 | <0.01% | 0.0% |
| 568 | Davis Capital Management#568 · 13 sh | 13 | $547.00 | — | New |
| 569 | Sunrise Financial Services#569 · 13 sh | 13 | $547.00 | — | 0.0% |
| 570 | Torren Management#570 · 13 sh | 13 | $531.00 | <0.01% | 0.0% |
| 571 | Physician Wealth Advisors#571 · 12 sh | 12 | $506.00 | — | New |
| 572 | Bare Financial Services#572 · 12 sh | 12 | $505.00 | <0.01% | -77.8% |
| 573 | CREATIVE FINANCIAL DESIGNS#573 · 10 sh | 10 | $421.00 | 0.00% | 0.0% |
| 574 | Quent Capital#574 · 8 sh | 8 | $337.00 | 0.00% | -96.1% |
| 575 | DecisionPoint Financial#575 · 7 sh | 7 | $297.00 | <0.01% | New |
| 576 | Quaker Wealth Management#576 · 7 sh | 7 | $295.00 | — | -30.0% |
| 577 | Prestige Wealth Management Group#577 · 7 sh | 7 | $295.00 | <0.01% | +133.3% |
| 578 | Seneschal Advisors#578 · 6 sh | 6 | $253.00 | <0.01% | 0.0% |
| 579 | Plante Moran Financial Advisors#579 · 5 sh | 5 | $211.00 | 0.00% | New |
| 580 | MV CAPITAL MANAGEMENT#580 · 5 sh | 5 | $211.00 | 0.00% | +25.0% |
| 581 | Highland Investment Advisors#581 · 4 sh | 4 | $168.00 | <0.01% | — |
| 582 | MARYLAND CAPITAL ADVISORS#582 · 3 sh | 3 | $127.00 | — | — |
| 583 | Moisand Fitzgerald Tamayo#583 · 121 sh | 121 | $115.00 | — | 0.0% |
| 584 | Crewe Advisors#584 · 2 sh | 2 | $85.00 | 0.00% | 0.0% |
| 585 | 3 FACTOR INDEXING#585 · 2 sh | 2 | $85.00 | — | 0.0% |
| 586 | Planning Strategies#586 · 2 sh | 2 | $84.00 | — | — |
| 587 | BIRCHBROOK#587 · 53 sh | 53 | $51.00 | — | 0.0% |
| 588 | PROFFITT & GOODSON#588 · 10 sh | 10 | $10.00 | 0.00% | 0.0% |
| 589 | Newbridge Financial Services Group#589 · 0 sh | 0 | $0.00 | — | New |
| 590 | Activest Wealth Management#590 · 0 sh | 0 | $0.00 | — | -100.0% |
| 591 | Erste Asset Management GmbH#591 · 0 sh | 0 | $0.00 | 0.00% | New |
| 592 | Navigoe#592 · 3 sh | 3 | $0.00 | 0.00% | New |
| 593 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#593 · 303,315 sh | 303,315 | — | — | -5.0% |
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.