CARLYLE GROUP INC/THE CG
$42.83
+1.2% 52w: $40.52 – $67.95
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data40.5254.2367.95
Aug 18, 2025 Jul 2, 2026
Institutional holders
605
-23 QoQ
13F value
$10.60B
-22.0% QoQ
Smart-money holders
28
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
2.9×
$277.3M calls / $96.4M puts
Institutional value by quarter
Number of holders
Who owns CG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 31.0M | $1.50B | 0.0% | +1.1% |
| Capital World Investors | Long only active | 17.8M | $862.7M | 0.1% | -10.7% |
| HARRIS ASSOCIATES L P | Other | 16.6M | $802.5M | 1.1% | +9.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 11.8M | $571.9M | — | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 11.4M | $551.3M | — | — |
| MORGAN STANLEY | Bank broker | 10.2M | $492.2M | 0.0% | -0.2% |
| STATE STREET CORP | Index provider | 9.7M | $468.5M | 0.0% | +1.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 7.6M | $372.9M | — | -1.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 6.8M | $329.2M | 0.3% | -18.4% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 6.3M | $304.9M | — | -11.6% |
| ALKEON CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 5.9M | $287.5M | — | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 5.1M | $248.6M | — | +3.0% |
| ARIEL INVESTMENTS, LLC | Other | 4.0M | $192.7M | — | +0.8% |
| FMR LLC | Long only active | 3.7M | $179.3M | 0.0% | +56.5% |
| Legal & General Group Plc | Diversified mechanical | 3.5M | $169.5M | 0.0% | +7.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 3.0M | $147.3M | — | -4.1% |
| UBS Group AG | Bank broker | 2.9M | $140.4M | 0.0% | +14.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.7M | $131.7M | 0.0% | +8.6% |
| NORTHERN TRUST CORP | Index provider | 2.5M | $121.0M | 0.0% | +0.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.0M | $99.1M | 0.0% | +1.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.6M | $78.6M | 0.0% | +31.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.6M | $77.8M | — | — |
| Beutel, Goodman & Co Ltd. | Other | 1.5M | $73.5M | 0.5% | -37.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.5M | $73.4M | 0.0% | +9.9% |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA ★2 | Fundamental concentrated | 1.5M | $73.4M | — | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $64.8M | 0.0% | -10.2% |
| Markel Group Inc. ★2 | Value conviction | 1.3M | $64.2M | — | Held |
| ALGEBRIS (UK) LTD ★2 | Fundamental concentrated | 1.3M | $62.6M | — | +51.8% |
| Davis Asset Management, L.P. ★3 | Fundamental concentrated | 1.1M | $54.7M | — | +13.1% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $54.6M | 0.0% | +20.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.1M | $54.6M | — | +5.7% |
| Nuveen, LLC | Diversified mechanical | 959.5K | $46.4M | 0.0% | +42.6% |
| Russell Investments Group, Ltd. | Diversified mechanical | 936.5K | $45.2M | 0.0% | +0.3% |
| ROYAL BANK OF CANADA | Bank broker | 883.7K | $42.8M | 0.0% | +116.1% |
| LPL Financial LLC | Bank broker | 809.3K | $39.2M | 0.0% | -13.0% |
| DEUTSCHE BANK AG\ | Bank broker | 800.8K | $38.8M | 0.0% | +34.8% |
| RHUMBLINE ADVISERS | Diversified mechanical | 718.7K | $34.8M | 0.0% | +2.2% |
| Freestone Grove Partners LP | Quant stat arb | 693.3K | $33.5M | — | +56.1% |
| PRIVATE MANAGEMENT GROUP INC | Other | 691.4K | $33.5M | 1.0% | +4.1% |
| Invesco Ltd. | Index provider | 677.8K | $32.8M | 0.0% | -39.3% |
| FRANKLIN STREET ADVISORS INC /NC ★2 | Fundamental diversified | 663.2K | $32.1M | — | -8.4% |
| Amundi | Diversified mechanical | 656.2K | $31.8M | 0.0% | -19.8% |
| Prana Capital Management, LP ★2 | Fundamental diversified | 650.6K | $31.5M | — | New |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 579.1K | $28.0M | 0.0% | +3.8% |
| SIRIOS CAPITAL MANAGEMENT L P ★2 | Fundamental diversified | 542.3K | $26.2M | — | +25.0% |
| DEPRINCE RACE & ZOLLO INC | Other | 527.3K | $25.5M | — | +14.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 486.0K | $23.5M | 0.0% | +1.1% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 483.7K | $23.4M | — | -4.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 483.1K | $23.4M | 0.0% | -4.8% |
| Alyeska Investment Group, L.P. | Quant stat arb | 480.9K | $23.3M | — | +2288.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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