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Equibles

CG

Carlyle Group Inc.

Company with tickers: CG, CGABL

CIK
1527166
CUSIP
14316J108
Shares Outstanding
359,974,427
13F Activity (30d)
108 filings 101 filers

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.

Holders: 540
Total Value: $3,850,701,429
Total Shares: 79,576,395
Showing 1–100 of 555 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding CG

All superinvestors →
Bill Nygren $685,195,004 Thomas Gayner $64,213,530 George Soros $11,854,824 Bill Miller $2,508,000 Joel Greenblatt $2,103,368

Holder Concentration

Across 540 13F filers · Δ vs Dec 31, 2025
Top Holder
14.3%
Sep 2023 → Mar 2026 · range 10.8% – 14.4%
+0.1 pts
Top 5
44.8%
Sep 2023 → Mar 2026 · range 39.2% – 45.7%
+5.6 pts
Top 10
56.0%
Sep 2023 → Mar 2026 · range 52.2% – 61.9%
+3.8 pts
HHI
523
Sep 2023 → Mar 2026 · range 439 – 560
Broadly held+85

Quarterly Activity

vs Dec 31, 2025
New
71
Increased
207
Decreased
167
Sold Out
104
Unchanged
95
Holder count: -33
Institutional value: -2.9%
Shares held: +18.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +629,305 1,737,666
Mid ALGEBRIS (UK) LTD +441,780 1,295,034
Mega Nuveen, LLC +286,869 959,516
Large Freestone Grove Partners LP +249,120 693,262
Large JONES FINANCIAL COMPANIES LLLP +246,857 256,250

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Beutel, Goodman & Co Ltd. −916,145 1,518,992
Mid ARGENT CAPITAL MANAGEMENT LLC −315,478 287,415
Mega RAYMOND JAMES FINANCIAL INC −190,298 399,461
Large Korea Investment CORP −184,191 36,905
Mega FIRST TRUST ADVISORS LP −165,064 52,780

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 11,393,671 $551,339,739
Mega VANGUARD FIDUCIARY TRUST CO 1,606,839 $77,754,939
Mid REGENTS OF THE UNIVERSITY OF CALIFORNIA 1,516,016 $73,360,014
Mid Prana Capital Management, LP 650,586 $31,481,856
Mega VANGUARD ASSET MANAGEMENT, Ltd 474,701 $22,970,781

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega UBS Group AG 2,536,538 $149,934,758
Large MARSHALL WACE, LLP 742,257 $43,874,811
Mid PRIVATE MANAGEMENT GROUP INC 663,941 $39,245,552
Mid FRONTIER CAPITAL MANAGEMENT CO LLC 498,991 $29,495,358
Mid KAMES CAPITAL plc 306,433 $18,113,254
Filter: New 71 Increased 207 Reduced 167 Sold out 104 Unchanged 95
Showing 100 of 555
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $551,339,739 14.32% 11,393,671
Mega STATE STREET CORP $468,457,299 12.17% 9,680,870
Large ALKEON CAPITAL MANAGEMENT LLC $287,500,280 7.47% 5,941,316
Mega GEODE CAPITAL MANAGEMENT, LLC $249,166,061 6.47% 5,149,123
Mega Legal & General Group Plc $169,477,844 4.40% 3,502,332
Mega NORTHERN TRUST CORP Bank $120,965,124 3.14% 2,499,796
Mega VANGUARD FIDUCIARY TRUST CO Bank $77,754,939 2.02% 1,606,839
Large Beutel, Goodman & Co Ltd. $73,504,022 1.91% 1,518,992
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $73,388,801 1.91% 1,516,611
Mid REGENTS OF THE UNIVERSITY OF CALIFORNIA Endowment $73,360,014 1.91% 1,516,016
Large Markel Group Inc. $64,213,530 1.67% 1,327,000
Mid ALGEBRIS (UK) LTD $62,666,695 1.63% 1,295,034
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $60,361,686 1.57% 1,247,400
Mid Davis Asset Management, L.P. $54,729,090 1.42% 1,131,000
Mega Nuveen, LLC $46,430,977 1.21% 959,516
Large Russell Investments Group, Ltd. $45,315,199 1.18% 936,458
Mega LPL Financial LLC $39,160,768 1.02% 809,274
Mega DEUTSCHE BANK AG\ Bank $38,752,015 1.01% 800,827
Mega RHUMBLINE ADVISERS $34,775,521 0.90% 718,651
Large Freestone Grove Partners LP $33,546,948 0.87% 693,262
Mid FRANKLIN STREET ADVISORS INC /NC $32,093,506 0.83% 663,226
Mid Prana Capital Management, LP $31,481,856 0.82% 650,586
Mega PRINCIPAL FINANCIAL GROUP INC $28,021,486 0.73% 579,076
Small SIRIOS CAPITAL MANAGEMENT L P $26,239,525 0.68% 542,251
Mid DEPRINCE RACE & ZOLLO INC $25,515,563 0.66% 527,290
Large Rockefeller Capital Management L.P. $23,515,507 0.61% 485,958
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $23,377,305 0.61% 483,102
Mega VANGUARD ASSET MANAGEMENT, Ltd $22,970,781 0.60% 474,701
Mid CastleKnight Management LP $22,887,308 0.59% 472,976
Mega ENVESTNET ASSET MANAGEMENT INC $22,803,400 0.59% 471,242
Large ASSETMARK, INC $22,522,835 0.58% 465,444
Mega California Public Employees Retirement System Pension $22,461,476 0.58% 464,176
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,835,061 0.52% 409,900
Mega RAYMOND JAMES FINANCIAL INC $19,329,917 0.50% 399,461
Large CANADA LIFE ASSURANCE Co Insurance $18,254,740 0.47% 377,242
Large Walleye Capital LLC $17,998,902 0.47% 371,955
Large NATIXIS ADVISORS, LLC $15,718,088 0.41% 324,821
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $15,442,168 0.40% 319,119
Large Retirement Systems of Alabama Pension $15,394,165 0.40% 318,127
Large Holocene Advisors, LP $15,386,423 0.40% 317,967
Small Sargent Investment Group, LLC $14,695,220 0.38% 303,683
Large Walleye Trading LLC $14,028,261 0.36% 289,900
Mid ARGENT CAPITAL MANAGEMENT LLC $13,908,011 0.36% 287,415
Large Cerity Partners LLC $13,800,875 0.36% 285,201
Mid CSM Advisors, LLC $13,311,653 0.35% 275,091
Small Allen Mooney & Barnes Investment Advisors LLC $12,520,235 0.33% 258,736
Large JONES FINANCIAL COMPANIES LLLP $12,399,936 0.32% 256,250
Mid SOROS FUND MANAGEMENT LLC $11,854,824 0.31% 244,985
Mega Mitsubishi UFJ Asset Management Co., Ltd. $11,601,647 0.30% 239,753
Large DNB Asset Management AS $11,432,669 0.30% 236,261
Small Galvin, Gaustad & Stein, LLC $10,825,762 0.28% 223,719
Mega HSBC HOLDINGS PLC $10,266,760 0.27% 212,167
Large MetLife Investment Management, LLC $10,104,896 0.26% 208,822
Large ROYAL LONDON ASSET MANAGEMENT LTD $9,962,000 0.26% 205,869
Mid OPPENHEIMER & CO INC $9,246,409 0.24% 191,081
Large FIFTH THIRD BANCORP Bank $8,827,207 0.23% 182,418
Large Aberdeen Group plc $8,754,427 0.23% 180,914
Mega CITIGROUP INC $8,001,285 0.21% 165,350
Large STIFEL FINANCIAL CORP $7,924,635 0.21% 163,766
Large Capital International, Inc./CA/ $7,773,756 0.20% 160,648
Large LAZARD ASSET MANAGEMENT LLC $7,765,482 0.20% 160,477
Mid BW Gestao de Investimentos Ltda. $7,742,400 0.20% 160,000
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $7,649,829 0.20% 158,087
Large NATIONAL BANK OF CANADA /FI/ Bank $7,561,903 0.20% 156,270
Large Parallax Volatility Advisers, L.P. $7,258,500 0.19% 150,000
Small WINSLOW ASSET MANAGEMENT INC $7,022,260 0.18% 145,118
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $7,011,469 0.18% 144,895
Large SEI INVESTMENTS CO $6,878,396 0.18% 142,145
Large APG Asset Management N.V. $6,449,999 0.17% 133,292
Large DANSKE BANK A/S Bank $6,354,041 0.17% 131,309
Large HRT FINANCIAL LP $6,279,473 0.16% 129,768
Mega Vanguard Global Advisers, LLC $6,176,693 0.16% 127,644
Mid Sound Income Strategies, LLC $6,035,975 0.16% 124,736
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,914,758 0.15% 122,231
Mega AMERICAN CENTURY COMPANIES INC $5,882,869 0.15% 121,572
Large NATIXIS $5,860,900 0.15% 121,118
Large Allianz Asset Management GmbH $5,845,947 0.15% 120,809
Large TUDOR INVESTMENT CORP ET AL $5,792,283 0.15% 119,700
Mega BNP PARIBAS ARBITRAGE, SA $5,712,778 0.15% 118,057
Large AMALGAMATED BANK Bank $5,653,839 0.15% 116,839
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $5,530,589 0.14% 114,292
Large Police & Firemen's Retirement System of New Jersey Pension $5,431,438 0.14% 112,243
Mid Texas Yale Capital Corp. $5,430,906 0.14% 112,232
Large Treasurer of the State of North Carolina $5,417,841 0.14% 111,962
Large Vanguard Investments Australia, Ltd. $5,214,409 0.14% 107,758
Large BANK OF NOVA SCOTIA Bank $5,162,680 0.13% 106,689
Large Tredje AP-fonden $5,017,849 0.13% 103,696
Mid XTX Topco Ltd $4,939,312 0.13% 102,073
Large State of Tennessee, Department of Treasury $4,929,440 0.13% 101,869
Mid STEPHENS INC /AR/ $4,913,617 0.13% 101,542
Mid MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $4,812,143 0.12% 99,445
Mid Entropy Technologies, LP $4,672,780 0.12% 96,565
Large Pictet Asset Management Holding SA $4,553,837 0.12% 94,107
Small TWINBEECH CAPITAL LP $4,523,884 0.12% 93,488
Mega TD Asset Management Inc $4,521,222 0.12% 93,433
Large Mitsubishi UFJ Trust & Banking Corp $4,476,510 0.12% 92,509
Mid WINTON GROUP Ltd $4,464,558 0.12% 92,262
Large AVIVA PLC $4,437,217 0.12% 91,697
Large Asset Management One Co., Ltd. $4,369,665 0.11% 90,301
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $4,314,839 0.11% 89,168

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