CARLYLE GROUP INC (CG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
550
Reporting holders
$10.1B
Reported value
61.0%
Of shares outstanding
9.5%
Held as options
-17
Holder change
Institutions report 217,188,228 shares against 356,332,798 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 31,984,053 | 0.02% | 8q | +3.1%+$40.4M |
| HARRIS ASSOCIATES L P | $743.7M | 17,661,625 | 0.99% | 7q | +6.5%+$45.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $498.2M | 11,830,112 | 0.02% | 2q | HELD |
| Capital World Investors | $497.5M | 11,813,798 | 0.06% | 26q | -33.7%-$253.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $482.8M | 11,464,474 | 0.01% | 2q | +0.6%+$3.0M |
| MILLENNIUM MANAGEMENT LLC | $437.5M | 178,458 | 0.16% | 12q | -97.4%-$16.2B |
| MORGAN STANLEY | $420.8M | 9,993,408 | 0.02% | 26q | -1.8%-$7.5M |
| STATE STREET CORP | $416.6M | 9,891,982 | 0.01% | 25q | +2.2%+$8.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $328.6M | 7,739,524 | 0.10% | 10q | +1.2%+$3.8M |
| ALKEON CAPITAL MANAGEMENT LLC | $250.2M | 5,941,316 | 0.34% | 26q | HELD |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $249.1M | 5,914,905 | 0.75% | 15q | -6.1%-$16.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $219.4M | 5,224,555 | 0.01% | 26q | +1.5%+$3.2M |
| ARIEL INVESTMENTS, LLC | $191.5M | 4,548,683 | 1.91% | 15q | +14.2%+$23.9M |
| FMR LLC | $183.5M | 4,358,455 | 0.01% | 23q | +17.7%+$27.5M |
| Legal & General Group Plc | $163.0M | 3,870,443 | 0.03% | 26q | +10.5%+$15.5M |
| JANE STREET GROUP, LLC | $158.8M | 1,218,238 | 0.01% | 16q | +206.5%+$107.0M |
| NORGES BANK | $153.5M | 3,646,300 | 0.02% | 22q | -25.2%-$51.8M |
| Amundi | $143.4M | 3,406,001 | 0.03% | 21q | +419.0%+$115.8M |
| DIMENSIONAL FUND ADVISORS LP | $126.1M | 2,995,510 | 0.02% | 15q | -1.7%-$2.1M |
| NORTHERN TRUST CORP | $108.5M | 2,576,558 | 0.01% | 26q | +3.1%+$3.2M |
| UBS Group AG | $107.3M | 2,504,918 | 0.01% | 26q | -13.7%-$17.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $107.1M | 100,002 | 0.01% | 26q | +24.4%+$21.0M |
| CITADEL ADVISORS LLC | $103.8M | 835,171 | 0.01% | 26q | HELD |
| Point72 Asset Management, L.P. | $99.3M | 2,184,854 | 0.11% | 3q | +976.3%+$90.1M |
| ROYAL BANK OF CANADA | $85.5M | 2,029,610 | 0.01% | 26q | +129.7%+$48.3M |
| AMERIPRISE FINANCIAL INC | $85.3M | 2,026,772 | 0.02% | 26q | -62.8%-$143.9M |
| Caption Management, LLC | $84.7M | 114,031 | 0.39% | 2q | HELD |
| Bank of New York Mellon Corp | $84.5M | 2,007,599 | 0.01% | 25q | -2.0%-$1.7M |
| ALGEBRIS (UK) LTD | $80.7M | 1,923,159 | 5.32% | 3q | +48.5%+$26.4M |
| BANK OF AMERICA CORP /DE/ | $79.4M | 1,886,490 | 0.01% | 26q | +40.9%+$23.1M |
| IMC-Chicago, LLC | $70.0M | options only | 0.02% | 9q | OPTIONS |
| VANGUARD FIDUCIARY TRUST CO | $69.1M | 1,640,080 | 0.02% | 2q | +2.1%+$1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $67.5M | 1,602,700 | 0.01% | 25q | +5.7%+$3.6M |
| GOLDMAN SACHS GROUP INC | $66.3M | 1,574,143 | 0.01% | 26q | -3.1%-$2.1M |
| Markel Group Inc. | $55.9M | 1,327,000 | 0.43% | 26q | HELD |
| Walleye Trading LLC | $51.1M | 190,143 | 0.06% | 26q | HELD |
| Walleye Capital LLC | $49.1M | 1,060,746 | 0.18% | 13q | +185.2%+$31.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.0M | 1,140,809 | 0.01% | 25q | +1.1%+$540.1K |
| Sixth Street Partners Management Company, L.P. | $48.0M | 1,140,809 | 0.01% | new | NEW |
| Davis Asset Management, L.P. | $47.6M | 1,131,000 | 1.21% | 16q | HELD |
| Russell Investments Group, Ltd. | $44.1M | 1,049,820 | 0.04% | 26q | +12.1%+$4.8M |
| JPMORGAN CHASE & CO | $43.4M | 1,071,394 | 0.00% | 26q | -8.9%-$4.3M |
| Nuveen, LLC | $40.3M | 955,965 | 0.01% | 6q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $40.2M | 954,767 | 1.06% | 13q | +38.1%+$11.1M |
| Prana Capital Management, LP | $34.3M | 813,618 | 1.04% | 2q | +25.1%+$6.9M |
| RENAISSANCE TECHNOLOGIES LLC | $31.4M | 744,700 | 0.04% | 2q | +444.8%+$25.6M |
| RHUMBLINE ADVISERS | $31.1M | 737,819 | 0.02% | 26q | +2.7%+$807.2K |
| Invesco Ltd. | $28.8M | 683,754 | 0.00% | 26q | +0.9%+$252.8K |
| MARSHALL WACE, LLP | $25.3M | 600,241 | 0.02% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $24.8M | 588,520 | 0.01% | 25q | +1.6%+$397.7K |
| DEPRINCE RACE & ZOLLO INC | $23.7M | 562,441 | 0.40% | 14q | +6.7%+$1.5M |
| FRANKLIN STREET ADVISORS INC /NC | $23.6M | 560,327 | 1.32% | 7q | -15.5%-$4.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $22.9M | 543,489 | 0.02% | 2q | +14.5%+$2.9M |
| Assenagon Asset Management S.A. | $22.3M | 528,464 | 0.01% | new | NEW |
| ASSETMARK, INC | $22.2M | 527,543 | 0.04% | 19q | +13.3%+$2.6M |
| CastleKnight Management LP | $21.9M | 519,576 | 0.30% | 8q | +9.9%+$2.0M |
| Sumitomo Mitsui Trust Group, Inc. | $21.9M | 519,242 | 0.01% | 25q | +7.3%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $20.9M | 496,560 | 0.00% | 23q | +5.4%+$1.1M |
| Squarepoint Ops LLC | $20.9M | 495,608 | 0.02% | 13q | +1074.2%+$19.1M |
| Rockefeller Capital Management L.P. | $20.1M | 477,657 | 0.03% | 26q | -1.7%-$349.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $19.0M | 451,520 | 0.01% | 23q | -6.5%-$1.3M |
| ALLIANCEBERNSTEIN L.P. | $18.2M | 375,485 | 0.01% | 26q | HELD |
| GROUP ONE TRADING LLC | $18.0M | 23,952 | 0.03% | 26q | HELD |
| DEUTSCHE BANK AG\ | $17.6M | 418,318 | 0.01% | 26q | -47.8%-$16.1M |
| RAYMOND JAMES FINANCIAL INC | $16.4M | 390,177 | 0.00% | 7q | -2.3%-$390.9K |
| WELLS FARGO & COMPANY/MN | $16.0M | 381,044 | 0.00% | 26q | -50.1%-$16.1M |
| VAN ECK ASSOCIATES CORP | $15.6M | 370,381 | 0.01% | 19q | +51.8%+$5.3M |
| Parallax Volatility Advisers, L.P. | $13.8M | 128,872 | 0.02% | 3q | +159.4%+$8.5M |
| California Public Employees Retirement System | $13.4M | 317,266 | 0.01% | 26q | -31.6%-$6.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $13.3M | 316,724 | 0.12% | 25q | -4.7%-$656.2K |
| D. E. Shaw & Co., Inc. | $13.3M | 238,883 | 0.01% | 5q | +1262.8%+$12.3M |
| BANK OF NOVA SCOTIA | $13.3M | 314,725 | 0.02% | 5q | +195.0%+$8.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $13.0M | 307,610 | 0.01% | 25q | +28.3%+$2.9M |
| BARCLAYS PLC | $12.9M | 306,594 | 0.00% | 18q | +3.8%+$474.2K |
| BANK OF MONTREAL /CAN/ | $12.9M | 306,178 | 0.00% | 26q | +18.1%+$2.0M |
| XTX Topco Ltd | $12.8M | 303,222 | 0.17% | 2q | +197.1%+$8.5M |
| Sargent Investment Group, LLC | $12.7M | 300,821 | 1.52% | 26q | -0.9%-$120.5K |
| HSBC HOLDINGS PLC | $11.9M | 283,206 | 0.00% | 26q | +33.5%+$3.0M |
| Gator Capital Management, LLC | $11.9M | 282,425 | 2.50% | 15q | +47.7%+$3.8M |
| Cerity Partners LLC | $11.8M | 279,658 | 0.01% | 11q | -1.9%-$233.4K |
| Jump Financial, LLC | $11.7M | 277,294 | 0.09% | new | NEW |
| Retirement Systems of Alabama | $11.3M | 268,068 | 0.03% | 11q | -15.7%-$2.1M |
| ARGENT CAPITAL MANAGEMENT LLC | $11.3M | 267,555 | 0.36% | 16q | -6.9%-$836.3K |
| JONES FINANCIAL COMPANIES LLLP | $10.9M | 264,135 | 0.00% | 9q | +3.1%+$326.4K |
| CITIGROUP INC | $10.5M | 250,189 | 0.00% | 26q | +51.3%+$3.6M |
| VICTORY CAPITAL MANAGEMENT INC | $10.3M | 244,735 | 0.01% | 26q | -2.1%-$222.6K |
| Allen Mooney & Barnes Investment Advisors LLC | $10.0M | 238,500 | 1.53% | 6q | -7.8%-$852.1K |
| AQR CAPITAL MANAGEMENT LLC | $9.9M | 234,942 | 0.00% | 7q | -16.4%-$1.9M |
| BROWN ADVISORY INC | $9.8M | 233,127 | 0.02% | 26q | -2.7%-$270.3K |
| SOROS FUND MANAGEMENT LLC | $9.5M | 226,767 | 0.12% | 2q | -7.4%-$767.2K |
| ExodusPoint Capital Management, LP | $9.5M | 225,732 | 0.06% | new | NEW |
| MetLife Investment Management, LLC | $9.5M | 224,533 | 0.04% | 18q | +7.5%+$661.6K |
| OPPENHEIMER & CO INC | $9.2M | 218,691 | 0.10% | 26q | +14.4%+$1.2M |
| DNB Asset Management AS | $9.2M | 218,129 | 0.03% | 27q | -7.7%-$763.5K |
| SIMPLEX TRADING, LLC | $9.1M | 25,415 | 0.01% | 26q | HELD |
| Galvin, Gaustad & Stein, LLC | $8.7M | 207,531 | 0.64% | 5q | -7.2%-$681.7K |
| ROYAL LONDON ASSET MANAGEMENT LTD | $8.6M | 204,929 | 0.02% | 18q | HELD |
| Lalia Capital, LLC | $8.5M | 202,000 | 4.13% | 2q | +381.0%+$6.7M |
| Schonfeld Strategic Advisors LLC | $8.5M | 201,958 | 0.03% | 2q | +14.3%+$1.1M |
| Aberdeen Group plc | $7.8M | 186,410 | 0.01% | 22q | +3.0%+$231.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G/A | BlackRock, Inc. | 7.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 550 | $10.1B | 217,188,228 | 63 | 201 | 173 | 9.5% |
| Q1 2026 | 567 | $10.9B | 217,020,854 | 65 | 202 | 166 | 3.6% |
| Q4 2025 | 585 | $13.5B | 223,414,518 | 52 | 170 | 200 | 2.3% |
| Q3 2025 | 590 | $14.3B | 222,654,460 | 108 | 187 | 163 | 2.6% |
| Q2 2025 | 524 | $11.9B | 225,752,968 | 83 | 200 | 154 | 2.2% |
| Q1 2025 | 476 | $9.7B | 219,007,870 | 44 | 178 | 142 | 1.8% |
| Q4 2024 | 515 | $10.7B | 209,224,058 | 64 | 161 | 161 | 1.7% |
| Q3 2024 | 479 | $9.0B | 204,650,721 | 53 | 172 | 148 | 1.6% |
| Q2 2024 | 463 | $7.9B | 194,649,628 | 53 | 151 | 155 | 1.7% |
| Q1 2024 | 459 | $10.5B | 220,164,410 | 79 | 143 | 133 | 1.7% |
| Q4 2023 | 414 | $8.7B | 209,809,600 | 64 | 126 | 130 | 2.3% |
| Q3 2023 | 352 | $5.8B | 186,186,022 | 39 | 109 | 110 | 2.5% |
| Q2 2023 | 335 | $6.0B | 183,126,666 | 26 | 110 | 116 | 2.5% |
| Q1 2023 | 358 | $5.6B | 177,095,610 | 55 | 113 | 120 | 2.4% |
| Q4 2022 | 342 | $5.0B | 166,004,124 | 64 | 114 | 94 | 1.8% |
| Q3 2022 | 415 | $5.1B | 194,922,883 | 47 | 173 | 121 | 1.2% |
| Q2 2022 | 443 | $6.2B | 191,265,080 | 56 | 194 | 126 | 1.6% |
| Q1 2022 | 482 | $9.4B | 189,162,839 | 85 | 185 | 124 | 1.2% |
| Q4 2021 | 462 | $11.0B | 195,615,309 | 75 | 148 | 117 | 2.2% |
| Q3 2021 | 397 | $8.2B | 171,111,199 | 78 | 133 | 89 | 1.4% |
| Q2 2021 | 349 | $6.7B | 140,751,616 | 51 | 122 | 84 | 2.3% |
| Q1 2021 | 317 | $4.8B | 128,150,783 | 48 | 83 | 104 | 1.9% |
| Q4 2020 | 296 | $4.0B | 122,834,803 | 52 | 94 | 85 | 3.5% |
| Q3 2020 | 263 | $3.0B | 114,419,476 | 35 | 81 | 82 | 4.5% |
| Q2 2020 | 250 | $3.3B | 111,222,775 | 89 | 53 | 61 | 5.9% |
| Q1 2020 | 195 | $1.7B | 76,781,737 | 178 | 9 | 4 | 3.6% |
| Q4 2019 | 26 | $66.2M | 2,063,619 | 22 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $105.9K | 3,344 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $107.9K | 3,737 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $96.0K | 3,734 | 1 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $42.9K | 2,726 | 0 | 0 | 0 | 0.0% |