CG — CARLYLE GROUP INC
As of Q2 2026, 42 SEC-registered investment managers reported holding CG (CARLYLE GROUP INC) in their latest 13F filings, with a combined reported value of $5.90B across 140.42M shares. That is +8.5% by share count (+11.03M shares) versus the previous quarter, while reported value moved -5.6%. Ownership is concentrated: the five largest holders account for 58.4% of reported value and the top ten for 77.8%.
Compared with the prior quarter, 3 opened new positions, 25 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CG is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 26.37M | $1.56B | 0.02% | Add |
| BlackRock Inc history | Q2 2026 | 31.98M | $1.35B | 0.02% | Add |
| Harris Associates (Oakmark) history | Q2 2026 | 17.66M | $743.73M | 0.99% | Add |
| Capital World Investors history | Q2 2026 | 11.81M | $497.48M | 0.06% | Reduce |
| Millennium Management history | Q2 2026 | 10.39M | $437.51M | 0.17% | Add |
| Morgan Stanley history | Q2 2026 | 9.99M | $420.82M | 0.02% | Reduce |
| MFS Investment Management history | Q2 2026 | 7.74M | $328.58M | 0.11% | Add |
| Alkeon Capital Management history | Q2 2026 | 5.94M | $250.19M | 0.34% | Hold |
| Geode Capital Management history | Q2 2026 | 5.22M | $219.42M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.36M | $183.53M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 3.87M | $162.98M | 0.03% | Add |
| Norges Bank Investment Management history | Q2 2026 | 3.65M | $153.55M | 0.01% | Reduce |
| Amundi US history | Q2 2026 | 3.41M | $143.43M | 0.04% | Add |
| Northern Trust Corp history | Q2 2026 | 2.58M | $108.50M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 2.55M | $107.34M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 2.46M | $103.80M | 0.01% | Add |
| Point72 Asset Management history | Q2 2026 | 2.36M | $99.34M | 0.12% | Add |
| BNY Mellon history | Q2 2026 | 2.01M | $84.54M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.89M | $79.44M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.57M | $66.29M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.07M sh · $43.41M
- Marshall Wace 600.34K sh · $25.28M
- Two Sigma Investments 115.53K sh · $4.87M
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 160.48K sh · $7.77M
- Baron Funds sold 157.00K sh · $7.60M
- Janus Henderson Group sold 21.57K sh · $1.04M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 21.35M | 24.01M | 29.26M | 31.44M | 32.50M | 30.70M | 31.02M | 31.98M |
| Harris Associates (Oakmark) | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.19M | 8.79M | 11.32M | 10.93M | 15.20M | 16.58M | 17.66M |
| Capital World Investors | 19.32M | 19.32M | 19.28M | 17.64M | 16.04M | 2.22M | 12.66M | 18.65M | 19.97M | 19.97M | 20.05M | 20.04M | 19.73M | 19.78M | 17.72M | 19.96M | 19.98M | 19.97M | 17.83M | 11.81M |
| Millennium Management | 3.78M | 3.58M | 3.17M | 1.70M | 848.75K | 2.25M | — | — | 103.08K | 317.86K | 326.59K | 264.93K | 580.21K | 1.50M | 8.16M | 2.30M | 5.82M | 9.25M | 8.25M | 10.39M |
| Morgan Stanley | 17.05M | 18.22M | 20.27M | 22.29M | 22.18M | 24.70M | 19.89M | 19.56M | 18.02M | 11.88M | 13.25M | 12.86M | 12.67M | 11.34M | 9.96M | 9.14M | 10.11M | 10.19M | 10.17M | 9.99M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | 9.77K | 1.72M | 2.11M | 6.35M | 6.83M | 7.14M | 7.62M | 7.74M | 7.65M | 7.74M |
| Alkeon Capital Management | 7.68M | 8.78M | 11.35M | 12.99M | 12.79M | 13.13M | 12.60M | 12.13M | 11.43M | 7.90M | 8.65M | 8.25M | 8.24M | 5.24M | 5.24M | 5.94M | 5.94M | 5.94M | 5.94M | 5.94M |
| Geode Capital Management | 2.31M | 2.21M | 2.40M | 2.76M | 3.08M | 3.23M | 3.30M | 3.36M | 3.40M | 3.62M | 3.78M | 3.92M | 3.88M | 3.89M | 4.06M | 4.28M | 4.92M | 5.00M | 5.15M | 5.22M |
| Fidelity Management & Research (FMR) | 1.92M | 2.14M | 1.02M | 1.09M | 1.13M | 1.35M | 1.93M | 1.92M | 2.13M | 2.10M | 2.49M | 2.34M | 4.05M | 2.56M | 2.58M | 1.36M | 1.12M | 2.37M | 3.70M | 4.36M |
| Legal & General Investment Management America | 2.75M | 2.61M | 2.89M | 3.30M | 3.45M | 3.56M | 3.62M | 3.75M | 3.75M | 4.14M | 4.18M | 3.98M | 3.95M | 3.36M | 3.12M | 3.37M | 3.08M | 3.26M | 3.50M | 3.87M |
| Norges Bank Investment Management | — | — | — | — | — | 3.43M | — | — | — | 3.21M | — | 1.13M | — | 882.01K | — | 2.92M | — | 4.88M | — | 3.65M |
| Amundi US | 91.65K | 100.06K | 135.47K | 131.07K | 321.86K | 324.08K | 323.00K | 263.75K | 175.81K | 251.97K | 451.25K | 895.81K | 1.77M | 2.36M | 1.44M | 291.21K | 265.81K | 818.53K | 656.22K | 3.41M |
| Northern Trust Corp | 1.53M | 1.42M | 1.44M | 1.55M | 1.59M | 1.48M | 1.53M | 1.55M | 1.57M | 1.93M | 1.81M | 1.91M | 1.92M | 2.21M | 2.20M | 2.30M | 2.57M | 2.48M | 2.50M | 2.58M |
| UBS Group AG | 529.85K | 535.59K | 677.37K | 534.20K | 564.58K | 727.42K | 724.33K | 706.97K | 677.08K | 575.01K | 604.00K | 905.58K | 653.30K | 3.20M | 4.77M | 3.63M | 4.04M | 2.54M | 2.94M | 2.55M |
| Citadel Advisors | 1.79M | 2.19M | 431.09K | 1.64M | 1.77M | 2.59M | 577.25K | 565.17K | 657.94K | 1.04M | 750.51K | 943.30K | 679.90K | 1.32M | 1.17M | 1.03M | 660.16K | 711.48K | 583.80K | 2.46M |
| Point72 Asset Management | 886.80K | 1.14M | 600.00K | 559.70K | 435.00K | — | 145.20K | — | — | — | 813.48K | 202.44K | — | — | 1.60K | — | — | 34.10K | 215.30K | 2.36M |
| BNY Mellon | 490.59K | 566.74K | 586.88K | 714.58K | 963.56K | 1.81M | 1.84M | 1.82M | 1.80M | 2.73M | 2.67M | 2.73M | 2.59M | 2.35M | 2.28M | 2.26M | 2.32M | 2.02M | 2.05M | 2.01M |
| Bank of America Corp | 1.70M | 2.00M | 2.75M | 2.75M | 1.72M | 1.05M | 1.77M | 1.23M | 1.38M | 1.40M | 843.90K | 1.40M | 734.01K | 764.39K | 1.51M | 1.87M | 1.96M | 1.49M | 1.34M | 1.89M |
| Goldman Sachs Group | 1.03M | 1.19M | 1.27M | 1.65M | 1.48M | 3.55M | 2.17M | 1.69M | 881.63K | 2.59M | 796.21K | 827.56K | 927.10K | 812.44K | 1.14M | 2.20M | 1.20M | 1.24M | 2.17M | 1.57M |
| Markel Corp | 1.24M | 1.24M | 1.24M | 1.24M | 1.31M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M | 1.33M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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