CARLYLE GROUP INC/THE (CG) Institutional Ownership Changes & 13F Activity

CARLYLE GROUP INC/THE (CG) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Ariel Appreciation Fund, Sequoia Financial Advisors, Miller Value Partners, and Vulcan Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-55,300136,700$6,614,913
Q1 2026Ariel Appreciation FundBuy31,4243,981,757$192,677,221
Q1 2026Sequoia Financial AdvisorsBuy6978,290$401,158
Q4 2025Ariel Appreciation FundSell-283,0533,950,333$233,504,183
Q4 2025Sequoia Financial AdvisorsBuy7,5937,593$448,810
Q3 2025Ariel Appreciation FundSell-472,1584,233,386$265,433,302
Q3 2025Miller Value PartnersSell-30,00040,000$2,508,000
Q2 2025Ariel Appreciation FundSell-133,6694,705,544$241,864,962
Q1 2025Vulcan Value PartnersSell-153,1585,180,438$225,906,736
Q1 2025Ariel Appreciation FundSell-71,5234,839,213$210,941,295
Q4 2024Vulcan Value PartnersSell-1,453,7725,333,596$269,327,699
Q4 2024Ariel Appreciation FundSell-177,6614,910,736$247,943,060
Q4 2024Miller Value PartnersSell-18,00070,000$3,534,300
Q3 2024Vulcan Value PartnersSell-707,8616,787,368$292,264,057
Q3 2024Ariel Appreciation FundBuy150,6725,088,397$219,106,375
Q2 2024Vulcan Value PartnersSell-297,3997,495,229$300,767
Q2 2024Ariel Appreciation FundBuy54,8054,937,725$198,249,659
Q1 2024Ariel Appreciation FundSell-1,504,3984,882,920$229,057,777
Q1 2024Vulcan Value PartnersSell-642,6037,792,628$365,398
Q4 2023Vulcan Value PartnersSell-1,377,9488,435,231$343,004
Q4 2023Ariel Appreciation FundBuy22,7906,387,318$259,899,969
Q3 2023Vulcan Value PartnersSell-1,427,7429,813,179$295,932
Q3 2023Ariel Appreciation FundBuy918,1146,364,528$191,954,165
Q3 2023Renaissance Technologies LLCSell-196,800192,000$5,791
Q2 2023Ariel Appreciation FundBuy2,413,7945,446,414$174,012,927
Q2 2023Vulcan Value PartnersSell-312,92311,240,921$359,300
Q1 2023Vulcan Value PartnersSell-1,083,70911,553,844$358,557
Q1 2023Renaissance Technologies LLCSell-190,700388,800$12,076
Q1 2023Ariel Appreciation FundBuy106,2283,032,620$94,193,177
Q4 2022Ariel Appreciation FundBuy2,926,3922,926,392$87,323,537

Frequently asked questions about CG activity

  • Which institutional owners are buying CG?

    Institutional owners buying CG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CG activity?

    "Buy" means an investor increased their reported position in CG compared to the prior reporting period. This reflects growing exposure to CARLYLE GROUP INC/THE (CG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CG increasing?

    Institutional interest in CG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related CG insights