Carlyle CG Institutional Ownership

NASDAQ CG

$43.07 -1.04 (-2.36%)

As of: Sep 10, 2026 · 3:59 PM EDT

Institutions by Trading Activity

588 Institutions

Increased 294 50.0%

Unchanged 97 16.5%

Reduced 197 33.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

61.69%

▲+0.74 pp QoQ

Shares Held by Institutions

220.71Mn

of 357.77Mn outstanding

▲+3.31% QoQ

Shares Outstanding

357.77Mn

137.06Mn held outside 13F filers

Institutional Investors

588

filed 13F for Jun 2026

▼-14 vs prior quarter

Net Shares Added (QoQ)

+7.07Mn

accumulated since last quarter

Value of Holdings

$10.37Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Carlyle Group Inc. (NASDAQ:CG) has 588 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 61.7% of outstanding shares in June 2026, up from 61.0% in March 2026.
Their total shares held in CG increased 3.31% from the prior quarter, while the number of investors in Carlyle increased 2.44% year over year.
Of these 588 funds, 294 grew their exposure to Carlyle, 197 cut back, and 97 maintained positions.
Combined, these investors held 220.71Mn shares in CG for June 2026, up by 7.07Mn shares quarter on quarter, and down 12.27Mn shares year over year.
BlackRock, Inc. is the top holder of Carlyle as of June 30, 2026, with 31.98Mn shares representing 8.94% of outstanding stock.
The largest buyers of Carlyle for the quarter ending June 2026 were NORGES BANK (3.65Mn), Amundi (2.75Mn), Point72 Asset Management, L.P. (1.98Mn), Royal Bank Of Canada (1.15Mn), Sixth Street Partners Management Company, L.P. (1.14Mn).
Top sellers of CG stock for the quarter ending June 2026 included MILLENNIUM MANAGEMENT LLC (6.62Mn), Capital World Investors (6.01Mn), Ameriprise Financial Inc (694.82K), LPL Financial LLC (644.79K), SIRIOS CAPITAL MANAGEMENT L P (505.13K).
According to Business Quant data, leading holders of CG for June 2026 are BlackRock, Inc. (31.98Mn), HARRIS ASSOCIATES L P (17.66Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (11.83Mn), Capital World Investors (11.81Mn), VANGUARD CAPITAL MANAGEMENT LLC (11.46Mn), Morgan Stanley (9.99Mn), State Street Corp (9.89Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (7.74Mn), ALKEON CAPITAL MANAGEMENT LLC (5.94Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (5.91Mn).

Form 13F Holdings

803 Institutional Holders

Report period 30 Jun, 2026

Total shares held 220.71Mn

Of outstanding 61.69%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	31,984,053	8.94%	▲959,608	+3.09%	$1.35Bn
2	HARRIS ASSOCIATES L P	0000813917	17,661,625	4.94%	▲1,077,718	+6.50%	$743.73Mn
3	L1 Capital Pty Ltd	0001817646	16,337,154	4.57%	▲9,285,471	+131.68%	$258.97Mn
4	DONALD SMITH & CO., INC.	0000814375	15,447,900	4.32%	▼323,336	-2.05%	$245.00Mn
5	VAN ECK ASSOCIATES CORP	0000869178	13,337,575	3.73%	▼2,725,493	-16.97%	$211.57Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	11,830,112	3.31%	▲10,562	+0.09%	$498.17Mn
7	Capital World Investors	0001422849	11,813,798	3.30%	▼6,013,418	-33.73%	$497.48Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	11,464,474	3.20%	▲70,803	+0.62%	$482.77Mn
9	Morgan Stanley	0000895421	9,993,408	2.79%	▼179,037	-1.76%	$420.82Mn
10	State Street Corp	0000093751	9,891,982	2.76%	▲211,112	+2.18%	$416.55Mn
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	7,739,524	2.16%	▲90,515	+1.18%	$328.58Mn
12	ACADIAN ASSET MANAGEMENT LLC	0000916542	7,610,684	2.13%	▼99,900	-1.30%	$120.61K
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	7,447,040	2.08%	▼867,210	-10.43%	$118.02Mn
14	AMERICAN CENTURY COMPANIES INC	0000748054	6,518,558	1.82%	▲1,089,914	+20.08%	$103.37Mn
15	ALKEON CAPITAL MANAGEMENT LLC	0001230239	5,941,316	1.66%	0	0.00%	$250.19Mn
16	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	5,914,905	1.65%	▼386,204	-6.13%	$249.08Mn
17	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,840,670	1.63%	▲39,486	+0.68%	$92.62Mn
18	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,224,555	1.46%	▲75,432	+1.46%	$219.42Mn
19	ARIEL INVESTMENTS, LLC	0000936753	4,548,683	1.27%	▲566,926	+14.24%	$191.55Mn
20	FMR LLC	0000315066	4,358,455	1.22%	▲653,865	+17.65%	$183.53Mn

Showing 1 to 20 of 803 holders