The Carlyle GroupCG
13F holders, Q1 2026 (March 31)604holders −23
64new positions
89sold out
12famous investors
$48.40avg. 13F price*
At the end of Q1 2026, 604 institutions reported holding The Carlyle Group Inc. (CG) in their 13F filings, down 23 from Q4 2025. 64 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($1.5B), Capital World Investors ($862.7M) and Harris Associates (Oakmark Funds) ($802.5M). 12 famous investors held it, including John W. Rogers Jr. (2.2% of Ariel Investments's portfolio), Bill Nygren (1.1% of Harris Associates (Oakmark Funds)'s portfolio) and Tom Gayner (0.5% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $235.6M |
| Exits | 89 | $598.9M |
All 13F filers, Q4 2025 → Q1 2026: 15,270,935 shares bought and 19,206,048 shares sold, net −3,935,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| BlackRock, Inc. | 0.03% | Add +1.1% | 31,024,445 | $1.5B |
| Capital World Investors | 0.12% | Reduce -10.7% | 17,827,216 | $862.7M |
| Harris Associates (Oakmark Funds) | 1.07% | Add +9.1% | 16,583,907 | $802.5M |
| Vanguard Portfolio Management LLC | 0.03% | — | 11,819,550 | $571.9M |
| Vanguard Capital Management LLC | 0.01% | — | 11,393,671 | $551.3M |
| Morgan Stanley | 0.03% | Reduce -0.2% | 10,172,445 | $492.2M |
| State Street Corp. | 0.02% | Add +1.4% | 9,680,870 | $468.5M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -1.1% | 7,649,009 | $372.9M |
| Millennium Management | 0.26% | Reduce -18.4% | 6,803,055 | $329.2M |
| William Blair Investment Management, LLC | 1.01% | Reduce -11.7% | 6,301,109 | $304.9M |
| Alkeon Capital Management LLC | 1.30% | No change | 5,941,316 | $287.5M |
| Geode Capital Management, LLC | 0.02% | Add +3.0% | 5,149,123 | $248.6M |
| Ariel Investments | 2.16% | Add +0.8% | 3,981,757 | $192.7M |
| FMR LLC | 0.01% | Add +56.5% | 3,704,590 | $179.3M |
| Legal & General Group Plc | 0.04% | Add +7.4% | 3,502,332 | $169.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.1% | 3,045,978 | $147.3M |
| UBS Group AG | 0.02% | Add +14.4% | 2,902,388 | $140.4M |
| Ameriprise Financial Inc. | 0.03% | Add +8.6% | 2,721,593 | $131.7M |
| Northern Trust Corp. | 0.02% | Add +0.7% | 2,499,796 | $121.0M |
| Bank of New York Mellon Corp | 0.02% | Add +1.1% | 2,047,650 | $99.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.0% | 1,624,369 | $78.6M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,606,839 | $77.8M |
| Beutel, Goodman & Co Ltd. | 0.50% | Reduce -37.6% | 1,518,992 | $73.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +9.9% | 1,516,611 | $73.4M |
| Regents of the University of California | 2.44% | New | 1,516,016 | $73.4M |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 1,338,807 | $64.8M |
| Markel Group | 0.54% | No change | 1,327,000 | $64.2M |
| Algebris (uk) Ltd. | 4.58% | Add +51.8% | 1,295,034 | $62.6M |
| Davis Asset Management, L.P. | 1.58% | Add +13.1% | 1,131,000 | $54.7M |
| JPMorgan Chase & Co. | 0.00% | Add +20.1% | 1,176,413 | $54.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.7% | 1,127,984 | $54.6M |
| Nuveen, LLC | 0.01% | Add +42.6% | 959,516 | $46.4M |
| Russell Investments Group, Ltd. | 0.05% | Add +0.3% | 936,458 | $45.2M |
| Royal Bank of Canada | 0.01% | Add +116.0% | 883,679 | $42.8M |
| LPL Financial LLC | 0.01% | Reduce -13.0% | 809,274 | $39.2M |
| Deutsche Bank AG | 0.01% | Add +34.8% | 800,827 | $38.8M |
| Rhumbline Advisers | 0.03% | Add +2.2% | 718,651 | $34.8M |
| Freestone Grove Partners LP | 0.24% | Add +56.1% | 693,262 | $33.5M |
| Private Management Group Inc. | 0.96% | Add +4.1% | 691,425 | $33.5M |
| Invesco Ltd. | 0.00% | Reduce -39.3% | 677,750 | $32.8M |
| Franklin Street Advisors Inc. | 1.97% | Reduce -8.4% | 663,226 | $32.1M |
| Amundi | 0.01% | Reduce -19.8% | 656,220 | $31.8M |
| Prana Capital Management, LP | 0.97% | New | 650,586 | $31.5M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 579,076 | $28.0M |
| Sirios Capital Management L P | 3.18% | Add +25.0% | 542,251 | $26.2M |
| Deprince Race & Zollo Inc. | 0.48% | Add +14.3% | 527,290 | $25.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.1% | 485,958 | $23.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -4.7% | 483,692 | $23.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.8% | 483,102 | $23.4M |
| Alyeska Investment Group, L.P. | 0.07% | Add +2288.7% | 480,930 | $23.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 474,701 | $23.0M |
| CastleKnight Management LP | 1.07% | Add +78.2% | 472,976 | $22.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 471,242 | $22.8M |
| Assetmark, Inc. | 0.05% | Reduce -1.2% | 465,444 | $22.5M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 464,176 | $22.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.4% | 375,142 | $22.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -32.3% | 399,461 | $19.3M |
| Jane Street Group, LLC | 0.02% | Add +1918.4% | 397,406 | $19.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -10.4% | 389,925 | $18.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 381,643 | $18.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.6% | 377,242 | $18.3M |
| Walleye Capital LLC | 0.12% | Reduce -14.3% | 371,955 | $18.0M |
| Woodline Partners LP | 0.06% | New | 351,606 | $17.0M |
| Frontier Capital Management Co. LLC | 0.17% | Reduce -33.4% | 332,306 | $16.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -0.2% | 324,821 | $15.7M |
| California State Teachers Retirement System | 0.02% | Reduce -3.5% | 319,119 | $15.4M |
| Retirement Systems of Alabama | 0.05% | Add +2.1% | 318,127 | $15.4M |
| Holocene Advisors, LP | 0.04% | New | 317,967 | $15.4M |
| Sargent Investment Group, LLC | 1.94% | Reduce -0.5% | 303,683 | $14.7M |
| Barclays PLC | 0.01% | Reduce -27.4% | 295,332 | $14.3M |
| Argent Capital Management LLC | 0.44% | Reduce -52.3% | 287,415 | $13.9M |
| Cerity Partners LLC | 0.02% | Add +228.1% | 285,201 | $13.8M |
| AQR Capital Management | 0.01% | Add +66.8% | 281,176 | $13.6M |
| CSM Advisors, LLC | 0.33% | Reduce -10.9% | 275,091 | $13.3M |
| Bank of Montreal | 0.01% | Add +17.1% | 259,216 | $12.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 1.80% | Add +2.5% | 258,736 | $12.5M |
| Victory Capital Management Inc. | 0.01% | Add +160.3% | 250,022 | $12.1M |
| Soros Fund Management | 0.22% | New | 244,985 | $11.9M |
| Van Eck Associates Corp. | 0.01% | Add +96.3% | 243,940 | $11.8M |
| Jones Financial Companies LLLP | 0.01% | Add +2628.1% | 256,250 | $11.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +8.9% | 239,753 | $11.6M |
| Brown Advisory Inc. | 0.02% | Add +12.8% | 239,545 | $11.6M |
| Sit Investment Associates Inc. | 0.23% | Reduce -8.7% | 239,215 | $11.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.5% | 236,549 | $11.4M |
| DNB Asset Management AS | 0.04% | Reduce -2.7% | 236,261 | $11.4M |
| Galvin, Gaustad & Stein, LLC | 0.88% | Add +9.3% | 223,719 | $10.8M |
| HSBC Holdings PLC | 0.01% | Add +95.3% | 212,167 | $10.3M |
| MetLife Investment Management, LLC | 0.05% | Add +5.6% | 208,822 | $10.1M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -2.4% | 205,869 | $10.0M |
| Point72 Asset Management | 0.02% | New | 203,000 | $9.8M |
| Gator Capital Management, LLC | 1.97% | Add +16.5% | 191,195 | $9.3M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -1.2% | 191,081 | $9.2M |
| Fifth Third Bancorp | 0.02% | Add +56.1% | 182,418 | $8.8M |
| Aberdeen Group plc | 0.01% | Add +3.0% | 180,914 | $8.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 176,712 | $8.6M |
| Citigroup Inc. | 0.01% | Reduce -4.3% | 165,350 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 163,766 | $7.9M |
| Capital International, Inc. | 0.06% | Add +28.1% | 160,648 | $7.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -2.6% | 160,477 | $7.8M |
| BW Gestao de Investimentos Ltda. | 0.34% | New | 160,000 | $7.7M |
"% of holder's portfolio" is CG's weight in each manager's 13F, not the share of The Carlyle Group Inc. the manager owns.