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CG · Carlyle Group Inc.

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$44.71 -1.76 (-3.79%)
Market Cap
$16.73B
Shares
359.97M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 604
Total Value: $10,307,008,136
Total Shares: 213,411,960
Showing 1–100 of 628 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding CG

All superinvestors →
Bill Nygren $802,495,258 Thomas Gayner $64,213,530 George Soros $11,854,824 Joel Greenblatt $2,103,368 Bill Miller $1,935,600

Holder Concentration

Across 608 13F filers
Top Holder
14.5%
Jun 2023 → Mar 2026 · range 10.8% – 14.5%
of institutional value
Top 5
40.7%
Jun 2023 → Mar 2026 · range 40.7% – 46.3%
of institutional value
Top 10
58.3%
Jun 2023 → Mar 2026 · range 56.4% – 61.8%
of institutional value
HHI
488
Jun 2023 → Mar 2026 · range 450 – 560
Broadly held
Showing 100 of 628
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,501,272,883 14.57% 31,024,445
Mega Capital World Investors $862,658,982 8.37% 17,827,216
Large HARRIS ASSOCIATES L P $802,495,258 7.79% 16,583,907
Mega VANGUARD CAPITAL MANAGEMENT LLC $551,339,739 5.35% 11,393,671
Mega MORGAN STANLEY $492,244,607 4.78% 10,172,445
Mega STATE STREET CORP $468,457,299 4.55% 9,680,870
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $370,135,543 3.59% 7,649,009
Mega MILLENNIUM MANAGEMENT LLC $329,199,831 3.19% 6,803,055
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $304,910,664 2.96% 6,301,109
Large ALKEON CAPITAL MANAGEMENT LLC $287,500,280 2.79% 5,941,316
Mega GEODE CAPITAL MANAGEMENT, LLC $249,166,061 2.42% 5,149,123
Mid ARIEL INVESTMENTS, LLC $192,677,220 1.87% 3,981,757
Mega FMR LLC $179,265,108 1.74% 3,704,590
Mega Legal & General Group Plc $169,477,844 1.64% 3,502,332
Mega DIMENSIONAL FUND ADVISORS LP $147,394,873 1.43% 3,045,978
Mega UBS Group AG $140,446,553 1.36% 2,902,388
Mega AMERIPRISE FINANCIAL INC $131,697,883 1.28% 2,721,593
Mega NORTHERN TRUST CORP Bank $120,965,124 1.17% 2,499,796
Mega Bank of New York Mellon Corp Bank $99,085,777 0.96% 2,047,650
Mega GOLDMAN SACHS GROUP INC $78,603,214 0.76% 1,624,369
Mega VANGUARD FIDUCIARY TRUST CO Bank $77,754,939 0.75% 1,606,839
Large Beutel, Goodman & Co Ltd. $73,504,022 0.71% 1,518,992
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $73,388,801 0.71% 1,516,611
Mid REGENTS OF THE UNIVERSITY OF CALIFORNIA Endowment $73,360,014 0.71% 1,516,016
Mega MILLENNIUM MANAGEMENT LLC $70,165,500 0.68% 1,450,000
Mega BANK OF AMERICA CORP /DE/ Bank $64,784,867 0.63% 1,338,807
Large Markel Group Inc. $64,213,530 0.62% 1,327,000
Mid ALGEBRIS (UK) LTD $62,666,695 0.61% 1,295,034
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $60,361,686 0.59% 1,247,400
Mega JPMORGAN CHASE & CO $56,926,621 0.55% 1,176,413
Mid Davis Asset Management, L.P. $54,729,090 0.53% 1,131,000
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $54,583,145 0.53% 1,127,984
Mega Nuveen, LLC $46,430,977 0.45% 959,516
Large Russell Investments Group, Ltd. $45,315,199 0.44% 936,458
Mega ROYAL BANK OF CANADA Bank $42,761,224 0.41% 883,679
Mega LPL Financial LLC $39,160,768 0.38% 809,274
Mega DEUTSCHE BANK AG\ Bank $38,752,015 0.38% 800,827
Mid Valiant Capital Management, L.P. $38,712,000 0.38% 800,000
Mega RHUMBLINE ADVISERS $34,775,521 0.34% 718,651
Large Freestone Grove Partners LP $33,546,948 0.33% 693,262
Mid PRIVATE MANAGEMENT GROUP INC $33,458,055 0.32% 691,425
Mega Invesco Ltd. $32,796,319 0.32% 677,750
Mega Amundi $31,754,485 0.31% 656,220
Mid Prana Capital Management, LP $31,481,856 0.31% 650,586
Mega PRINCIPAL FINANCIAL GROUP INC $28,021,486 0.27% 579,076
Mega GOLDMAN SACHS GROUP INC $26,614,500 0.26% 550,000
Small SIRIOS CAPITAL MANAGEMENT L P $26,239,525 0.25% 542,251
Mid DEPRINCE RACE & ZOLLO INC $25,515,563 0.25% 527,290
Large Rockefeller Capital Management L.P. $23,515,507 0.23% 485,958
Mega Sumitomo Mitsui Trust Group, Inc. $23,405,855 0.23% 483,692
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $23,377,305 0.23% 483,102
Large Alyeska Investment Group, L.P. $23,272,202 0.23% 480,930
Mega VANGUARD ASSET MANAGEMENT, Ltd $22,970,781 0.22% 474,701
Mid CastleKnight Management LP $22,887,308 0.22% 472,976
Mega ENVESTNET ASSET MANAGEMENT INC $22,803,400 0.22% 471,242
Large ASSETMARK, INC $22,522,835 0.22% 465,444
Mega California Public Employees Retirement System Pension $22,461,476 0.22% 464,176
Mega JANE STREET GROUP, LLC $22,404,570 0.22% 463,000
Mega CITADEL ADVISORS LLC $20,981,904 0.20% 433,600
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,835,061 0.19% 409,900
Mega RAYMOND JAMES FINANCIAL INC $19,329,917 0.19% 399,461
Mega JANE STREET GROUP, LLC $19,230,475 0.19% 397,406
Mega T. Rowe Price Investment Management, Inc. $18,868,470 0.18% 389,925
Mega WELLS FARGO & COMPANY/MN $18,467,703 0.18% 381,643
Large CANADA LIFE ASSURANCE Co Insurance $18,254,740 0.18% 377,242
Mega ALLIANCEBERNSTEIN L.P. $18,153,121 0.18% 375,142
Large Walleye Capital LLC $17,998,902 0.17% 371,955
Large Woodline Partners LP $17,014,214 0.17% 351,606
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $16,080,287 0.16% 332,306
Large NATIXIS ADVISORS, LLC $15,718,088 0.15% 324,821
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $15,442,168 0.15% 319,119
Large Holocene Advisors, LP $15,386,423 0.15% 317,967
Small Sargent Investment Group, LLC $14,695,220 0.14% 303,683
Mega BARCLAYS PLC $14,291,114 0.14% 295,332
Large Walleye Trading LLC $14,028,261 0.14% 289,900
Large Cerity Partners LLC $13,800,875 0.13% 285,201
Mega JANE STREET GROUP, LLC $13,713,726 0.13% 283,400
Mega AQR CAPITAL MANAGEMENT LLC $13,606,103 0.13% 281,176
Mid CSM Advisors, LLC $13,311,653 0.13% 275,091
Mega BANK OF MONTREAL /CAN/ Bank $12,543,459 0.12% 259,216
Large JONES FINANCIAL COMPANIES LLLP $12,399,936 0.12% 256,250
Mega VICTORY CAPITAL MANAGEMENT INC $12,098,564 0.12% 250,022
Mid SOROS FUND MANAGEMENT LLC $11,854,824 0.12% 244,985
Mega VAN ECK ASSOCIATES CORP $11,804,255 0.11% 243,940
Mega Mitsubishi UFJ Asset Management Co., Ltd. $11,601,647 0.11% 239,753
Large BROWN ADVISORY INC $11,591,582 0.11% 239,545
Mid SIT INVESTMENT ASSOCIATES INC $11,575,613 0.11% 239,215
Mega PRICE T ROWE ASSOCIATES INC /MD/ $11,446,606 0.11% 236,549
Large DNB Asset Management AS $11,432,669 0.11% 236,261
Large Retirement Systems of Alabama Pension $11,288,343 0.11% 268,068
Mid ARGENT CAPITAL MANAGEMENT LLC $11,266,741 0.11% 267,555
Large Assenagon Asset Management S.A. $11,126,809 0.11% 264,232
Small Galvin, Gaustad & Stein, LLC $10,825,762 0.11% 223,719
Mega HSBC HOLDINGS PLC $10,266,760 0.10% 212,167
Large MetLife Investment Management, LLC $10,104,896 0.10% 208,822
Small Allen Mooney & Barnes Investment Advisors LLC $10,043,235 0.10% 238,500
Large ROYAL LONDON ASSET MANAGEMENT LTD $9,962,000 0.10% 205,869
Large Point72 Asset Management, L.P. $9,823,170 0.10% 203,000
Small Gator Capital Management, LLC $9,251,926 0.09% 191,195
Mid OPPENHEIMER & CO INC $9,246,409 0.09% 191,081
Key facts CIK 1527166 CUSIP 14316J108 13F (30d) 168 filings 164 filers Visit website Investor relations

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