CARLYLE GROUP INC/THE (CG) Institutional Ownership

CG is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $201.63M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Ariel Appreciation Fund, which reported ownership valued at approximately $192.68M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Ariel Appreciation Fund's CG position is now estimated to be worth approximately $163.49M, representing an estimated loss of -15.15% since the filing period.

Major shareholders tracked on this page include Ariel Appreciation Fund, Renaissance Technologies LLC, Miller Value Partners, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CARLYLE GROUP INC/THE (CG).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20264$201,628,8924,166,747
Q4 20253$236,317,3933,997,926
Q3 20252$267,941,3024,273,386
Q2 20252$245,462,9624,775,544
Q1 20253$439,899,33110,089,651
Q4 20243$520,805,05910,314,332
Q3 20242$511,370,43211,875,765
Q2 20242$198,550,42612,432,954
Q1 20242$229,423,17512,675,548
Q4 20232$260,242,97314,822,549
Q3 20233$192,255,88816,369,707
Q2 20232$174,372,22716,687,335