The Carlyle GroupCG
13F holders, Q2 2026 (June 30)588holders −16
63new positions
76sold out
12famous investors
$42.12avg. 13F price*
At the end of Q2 2026, 588 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, down 16 from Q1 2026. 63 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($1.3B), Harris Associates (Oakmark Funds) ($743.7M) and Vanguard Portfolio Management LLC ($498.2M). 12 famous investors held it, including John W. Rogers Jr. (1.9% of Ariel Investments's portfolio), Bill Nygren (1.0% of Harris Associates (Oakmark Funds)'s portfolio) and Tom Gayner (0.4% of Markel Group's portfolio).
- Company
- The Carlyle Group Inc.
- CUSIP
- 14316J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $141.3M |
| Exits | 76 | $234.6M |
All 13F filers, Q1 2026 → Q2 2026: 20,607,906 shares bought and 23,166,865 shares sold, net −2,558,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 588 holders
| BlackRock, Inc. | 0.02% | Add +3.1% | 31,984,053 | $1.3B |
| Harris Associates (Oakmark Funds) | 0.99% | Add +6.5% | 17,661,625 | $743.7M |
| Vanguard Portfolio Management LLC | 0.02% | Add +0.1% | 11,830,112 | $498.2M |
| Capital World Investors | 0.06% | Reduce -33.7% | 11,813,798 | $497.5M |
| Vanguard Capital Management LLC | 0.01% | Add +0.6% | 11,464,474 | $482.8M |
| Morgan Stanley | 0.02% | Reduce -1.8% | 9,993,408 | $420.8M |
| State Street Corp. | 0.01% | Add +2.2% | 9,891,982 | $416.6M |
| Massachusetts Financial Services Co. | 0.10% | Add +1.2% | 7,739,524 | $328.6M |
| Alkeon Capital Management LLC | 0.96% | No change | 5,941,316 | $250.2M |
| William Blair Investment Management, LLC | 0.75% | Reduce -6.1% | 5,914,905 | $249.1M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 5,224,555 | $219.4M |
| Ariel Investments | 1.91% | Add +14.2% | 4,548,683 | $191.5M |
| FMR LLC | 0.01% | Add +17.6% | 4,358,455 | $183.5M |
| Legal & General Group Plc | 0.03% | Add +10.5% | 3,870,443 | $163.0M |
| Norges Bank | 0.02% | — | 3,646,300 | $153.5M |
| Amundi | 0.03% | Add +419.0% | 3,406,001 | $143.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.7% | 2,995,510 | $126.1M |
| Northern Trust Corp. | 0.01% | Add +3.1% | 2,576,558 | $108.5M |
| UBS Group AG | 0.02% | Reduce -13.7% | 2,504,918 | $105.5M |
| Point72 Asset Management | 0.15% | Add +976.3% | 2,184,854 | $92.0M |
| Royal Bank of Canada | 0.01% | Add +129.7% | 2,029,610 | $85.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.5% | 2,026,772 | $85.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 2,007,599 | $84.5M |
| Algebris (uk) Ltd. | 5.37% | Add +48.5% | 1,923,159 | $80.7M |
| Bank of America Corp. | 0.01% | Add +40.9% | 1,886,490 | $79.4M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +2.1% | 1,640,080 | $69.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.7% | 1,602,700 | $67.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.1% | 1,574,143 | $66.3M |
| Markel Group | 0.43% | No change | 1,327,000 | $55.9M |
| Beutel, Goodman & Co Ltd. | 0.39% | Reduce -16.4% | 1,270,059 | $53.5M |
| Jane Street Group, LLC | 0.03% | Add +206.6% | 1,218,238 | $51.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 1,140,809 | $48.0M |
| Davis Asset Management, L.P. | 1.21% | No change | 1,131,000 | $47.6M |
| Walleye Capital LLC | 0.23% | Add +185.2% | 1,060,746 | $44.7M |
| Russell Investments Group, Ltd. | 0.04% | Add +12.1% | 1,049,820 | $44.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.9% | 1,071,394 | $43.4M |
| Nuveen, LLC | 0.01% | Reduce -0.4% | 955,965 | $40.3M |
| Private Management Group Inc. | 1.06% | Add +38.1% | 954,767 | $40.2M |
| Citadel Advisors | 0.02% | New | 835,171 | $35.2M |
| Prana Capital Management, LP | 1.04% | Add +25.1% | 813,618 | $34.3M |
| Renaissance Technologies | 0.04% | Add +444.8% | 744,700 | $31.4M |
| Rhumbline Advisers | 0.02% | Add +2.7% | 737,819 | $31.1M |
| Invesco Ltd. | 0.00% | Add +0.9% | 683,754 | $28.8M |
| Marshall Wace, LLP | 0.02% | New | 600,241 | $25.3M |
| Principal Financial Group Inc. | 0.01% | Add +1.6% | 588,520 | $24.8M |
| Deprince Race & Zollo Inc. | 0.40% | Add +6.7% | 562,441 | $23.7M |
| Franklin Street Advisors Inc. | 1.32% | Reduce -15.5% | 560,327 | $23.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +14.5% | 543,489 | $22.9M |
| Assetmark, Inc. | 0.04% | Add +13.3% | 527,543 | $22.2M |
| CastleKnight Management LP | 0.80% | Add +9.8% | 519,576 | $21.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +7.3% | 519,242 | $21.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 496,560 | $20.9M |
| Squarepoint Ops LLC | 0.04% | Add +1074.2% | 495,608 | $20.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.7% | 477,657 | $20.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.5% | 451,520 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 375,485 | $18.2M |
| Deutsche Bank AG | 0.01% | Reduce -47.8% | 418,318 | $17.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +8.9% | 410,908 | $17.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 390,177 | $16.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -0.6% | 387,762 | $16.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 381,044 | $16.0M |
| Van Eck Associates Corp. | 0.01% | Add +51.8% | 370,381 | $15.6M |
| California Public Employees Retirement System | 0.01% | Reduce -31.6% | 317,266 | $13.4M |
| Frontier Capital Management Co. LLC | 0.12% | Reduce -4.7% | 316,724 | $13.3M |
| Bank of Nova Scotia | 0.02% | Add +195.0% | 314,725 | $13.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +28.3% | 307,610 | $13.0M |
| Barclays PLC | 0.00% | Add +3.8% | 306,594 | $12.9M |
| Bank of Montreal | 0.00% | Add +18.1% | 306,178 | $12.9M |
| California State Teachers Retirement System | 0.01% | Reduce -5.0% | 303,315 | $12.8M |
| XTX Topco Ltd | 0.17% | Add +197.1% | 303,222 | $12.8M |
| Sargent Investment Group, LLC | 1.52% | Reduce -0.9% | 300,821 | $12.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -10.0% | 292,249 | $12.3M |
| HSBC Holdings PLC | 0.01% | Add +33.5% | 283,206 | $11.9M |
| Gator Capital Management, LLC | 2.56% | Add +47.7% | 282,425 | $11.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.9% | 279,658 | $11.8M |
| Jump Financial, LLC | 0.11% | New | 277,294 | $11.7M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.7% | 268,068 | $11.3M |
| Argent Capital Management LLC | 0.36% | Reduce -6.9% | 267,555 | $11.3M |
| Assenagon Asset Management S.A. | 0.01% | New | 264,232 | $11.1M |
| Jones Financial Companies LLLP | 0.00% | Add +3.1% | 264,135 | $10.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.9% | 255,243 | $10.7M |
| Citigroup Inc. | 0.00% | Add +51.3% | 250,189 | $10.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.1% | 244,735 | $10.3M |
| D. E. Shaw & Co. | 0.01% | Add +1262.8% | 238,883 | $10.1M |
| Allen Mooney & Barnes Investment Advisors LLC | 1.53% | Reduce -7.8% | 238,500 | $10.0M |
| AQR Capital Management | 0.00% | Reduce -16.4% | 234,942 | $9.9M |
| Brown Advisory Inc. | 0.02% | Reduce -2.7% | 233,127 | $9.8M |
| Soros Fund Management | 0.17% | Reduce -7.4% | 226,767 | $9.5M |
| ExodusPoint Capital Management, LP | 0.09% | New | 225,732 | $9.5M |
| MetLife Investment Management, LLC | 0.04% | Add +7.5% | 224,533 | $9.5M |
| Oppenheimer & Co. Inc. | 0.10% | Add +14.4% | 218,691 | $9.2M |
| DNB Asset Management AS | 0.03% | Reduce -7.7% | 218,129 | $9.2M |
| Galvin, Gaustad & Stein, LLC | 0.65% | Reduce -7.2% | 207,531 | $8.7M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -0.5% | 204,929 | $8.6M |
| Lalia Capital, LLC | 4.13% | Add +380.9% | 202,000 | $8.5M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +14.3% | 201,958 | $8.5M |
| Sit Investment Associates Inc. | 0.16% | Reduce -18.4% | 195,315 | $8.2M |
| Walleye Trading LLC | 0.11% | New | 190,143 | $8.0M |
| Aberdeen Group plc | 0.01% | Add +3.0% | 186,410 | $7.8M |
| Millennium Management | 0.01% | Reduce -97.4% | 178,458 | $7.5M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.