# CARLYLE GROUP INC (CG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CG/

- Reporting holders: 15
- Reported value: $24.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $10.3M | 258,612 | 0.3% | 17 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $6.7M | 169,328 | 0.5% | 6 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $5.0M | 129,024 | 0.2% | 6 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $962.6K | 24,272 | 0.1% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $421.0K | 10,615 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $413.0K | 10,413 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $341.7K | 8,615 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $236.8K | 6,169 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $41.6K | 1,048 | 0.0% | 17 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $13.5K | 340 | 0.0% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $12.7K | 321 | 0.0% | 6 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.5K | 39 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $674 | 17 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $357 | 9 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $198 | 5 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $21 | 525 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $24.4M |
| Q2 2026 | 590 | $10.9B |
| Q1 2026 | 608 | $11.1B |
| Q4 2025 | 630 | $13.9B |
| Q3 2025 | 643 | $14.8B |
| Q2 2025 | 581 | $12.3B |
| Q1 2025 | 534 | $10.0B |
| Q4 2024 | 572 | $11.1B |
| Q3 2024 | 536 | $9.3B |
| Q2 2024 | 524 | $8.6B |
| Q1 2024 | 527 | $11.3B |
| Q4 2023 | 481 | $9.5B |