Who owns The Carlyle Group (CG)
Which tracked institutional funds hold CG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
70 tracked funds added or opened CG while 189 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 550 tracked filers holding CG, 283 increased or opened the position and 306 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 25
- MARSHALL WACE, LLP$25M
- Jump Financial, LLC$12M
- Assenagon Asset Management S.A.$11M
- ExodusPoint Capital Management, LP$10M
- Walleye Trading LLC$8M
- Caption Management, LLC$5M
Full exits 57
- Beutel, Goodman & Co Ltd.$74M
- REGENTS OF THE UNIVERSITY OF CALIFORNIA$73M
- Freestone Grove Partners LP$34M
- Amundi$32M
- Alyeska Investment Group, L.P.$23M
- T. Rowe Price Investment Management, Inc.$19M
Largest adds
- BlackRock, Inc.$284M
- NORGES BANK$112M
- Point72 Asset Management, L.P.$82M
- ROYAL BANK OF CANADA$43M
- JANE STREET GROUP, LLC$32M
- Walleye Capital LLC$27M
Largest trims
- Capital World Investors$365M
- MILLENNIUM MANAGEMENT LLC$322M
- VANGUARD PORTFOLIO MANAGEMENT LLC$74M
- MORGAN STANLEY$71M
- VANGUARD CAPITAL MANAGEMENT LLC$69M
- HARRIS ASSOCIATES L P$59M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 31,984,053 | $1.3B | 15.8% | 2026-Q2 |
| HARRIS ASSOCIATES L P added | 17,661,625 | $744M | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,830,112 | $498M | 5.8% | 2026-Q2 |
| Capital World Investors trimmed | 11,813,798 | $497M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 11,464,474 | $483M | 5.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,993,408 | $421M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 9,891,982 | $417M | 4.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 7,739,524 | $329M | 3.8% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC | 5,941,316 | $250M | 2.9% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 5,914,905 | $249M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,224,555 | $219M | 2.6% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC added | 4,548,683 | $192M | 2.2% | 2026-Q2 |
| FMR LLC added | 4,358,455 | $184M | 2.1% | 2026-Q2 |
| Legal & General Group Plc added | 3,870,443 | $163M | 1.9% | 2026-Q2 |
| NORGES BANK added | 3,646,300 | $154M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,995,510 | $126M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,576,558 | $108M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 2,504,918 | $105M | 1.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 2,184,854 | $92M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,029,610 | $85M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,026,772 | $85M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,007,599 | $85M | 1.0% | 2026-Q2 |
| ALGEBRIS (UK) LTD added | 1,923,159 | $81M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,886,490 | $79M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,640,080 | $69M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,602,700 | $67M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,574,143 | $66M | 0.8% | 2026-Q2 |
| Markel Group Inc. | 1,327,000 | $56M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,218,238 | $51M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,140,809 | $48M | 0.6% | 2026-Q2 |
| Davis Asset Management, L.P. | 1,131,000 | $48M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,071,394 | $43M | 0.5% | 2026-Q2 |
| Walleye Capital LLC added | 1,060,746 | $45M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,049,820 | $44M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 955,965 | $40M | 0.5% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 954,767 | $40M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 835,171 | $35M | 0.4% | 2026-Q2 |
| Prana Capital Management, LP added | 813,618 | $34M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 744,700 | $31M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 737,819 | $31M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 683,754 | $29M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 600,241 | $25M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 588,520 | $25M | 0.3% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC added | 562,441 | $24M | 0.3% | 2026-Q2 |
| FRANKLIN STREET ADVISORS INC /NC trimmed | 560,327 | $24M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 543,489 | $23M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 527,543 | $22M | 0.3% | 2026-Q2 |
| CastleKnight Management LP added | 519,576 | $22M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 519,242 | $22M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 496,560 | $21M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 495,608 | $21M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 477,657 | $20M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 451,520 | $19M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 418,318 | $18M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 390,177 | $16M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 381,044 | $16M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 375,485 | $18M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 370,381 | $16M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 317,266 | $13M | 0.2% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 316,724 | $13M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 314,725 | $13M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 307,610 | $13M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 306,594 | $13M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 306,178 | $13M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 303,315 | $13M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 303,222 | $13M | 0.1% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 300,821 | $13M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 283,206 | $12M | 0.1% | 2026-Q2 |
| Gator Capital Management, LLC added | 282,425 | $12M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 279,658 | $12M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 277,294 | $12M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 268,068 | $11M | 0.1% | 2026-Q2 |
| ARGENT CAPITAL MANAGEMENT LLC trimmed | 267,555 | $11M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 264,232 | $11M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 264,135 | $11M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 255,243 | $11M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 250,189 | $11M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 244,735 | $10M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 238,883 | $10M | 0.1% | 2026-Q2 |
| Allen Mooney & Barnes Investment Advisors LLC trimmed | 238,500 | $10M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 234,942 | $10M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 233,127 | $10M | 0.1% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC trimmed | 226,767 | $10M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 225,732 | $10M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 224,533 | $9M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 218,691 | $9M | 0.1% | 2026-Q2 |
| DNB Asset Management AS trimmed | 218,129 | $9M | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC trimmed | 207,531 | $9M | 0.1% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 204,929 | $9M | 0.1% | 2026-Q2 |
| Lalia Capital, LLC added | 202,000 | $9M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 201,958 | $9M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 193,403 | $7M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 190,143 | $8M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 186,410 | $8M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 178,458 | $8M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 164,767 | $7M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 164,482 | $7M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 153,610 | $6M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 152,467 | $6M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 149,830 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.