CARLYLE GROUP INC/THE (CG) Institutional Shareholders
CARLYLE GROUP INC/THE (CG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.25B in CG holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CG tracked by InsiderSet, reporting ownership valued at approximately $1.50B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.52B, representing an estimated gain of +1.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed CG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Capital World Investors, Harris Associates L P, and several other long-term asset managers with concentrated positions in CARLYLE GROUP INC/THE (CG).
This page ranks the largest institutional CG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
582
Total Reported Value
$10.25B
Largest Holder
Blackrock, Inc.
Largest Position
$1.50B
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.03% | 31,024,445 | $1,501,272,915 | $1,517,405,605 | +$16,132,690 | +1.07% | |
| Capital World Investors | 0.12% | 17,827,216 | $862,658,982 | $871,929,135 | +$9,270,153 | +1.07% | |
| Harris Associates L P | 1.07% | 16,583,907 | $802,495,283 | $811,118,891 | +$8,623,608 | +1.07% | |
| Vanguard Portfolio Management Llc | 0.03% | 11,819,550 | $571,948,025 | $578,094,191 | +$6,146,166 | +1.07% | |
| Vanguard Capital Management Llc | 0.01% | 11,393,671 | $551,339,740 | $557,264,449 | +$5,924,709 | +1.07% | |
| Morgan Stanley | 0.03% | 10,172,445 | $492,244,715 | $497,534,285 | +$5,289,570 | +1.07% | |
| State Street Corp | 0.02% | 9,680,870 | $468,457,299 | $473,491,352 | +$5,034,053 | +1.07% | |
| Millennium Management Llc | 0.25% | 6,803,055 | $329,199,831 | $332,737,420 | +$3,537,589 | +1.07% | |
| Massachusetts Financial Services Co | 0.10% | 7,739,524 | $328,575,798 | $378,540,119 | +$49,964,321 | +15.21% | |
| William Blair Investment Management, Llc | 1.01% | 6,301,109 | $304,910,650 | $308,187,241 | +$3,276,591 | +1.07% | |
| Alkeon Capital Management Llc | 1.30% | 5,941,316 | $287,500,281 | $290,589,766 | +$3,089,485 | +1.07% | |
| Geode Capital Management, Llc | 0.02% | 5,149,123 | $248,599,036 | $251,843,606 | +$3,244,570 | +1.31% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 2.16% | 3,981,757 | $192,677,221 | $194,747,735 | +$2,070,514 | +1.07% |
| Fmr Llc | 0.01% | 3,704,590 | $179,265,169 | $181,191,497 | +$1,926,328 | +1.07% | |
| Legal & General Group Plc | 0.04% | 3,502,332 | $169,477,752 | $171,299,058 | +$1,821,306 | +1.07% | |
| Dimensional Fund Advisors Lp | 0.03% | 3,045,978 | $147,336,949 | $148,978,784 | +$1,641,835 | +1.11% | |
| Ubs Group Ag | 0.02% | 2,902,388 | $140,446,556 | $141,955,797 | +$1,509,241 | +1.07% | |
| Ameriprise Financial Inc | 0.03% | 2,721,593 | $131,697,893 | $133,113,114 | +$1,415,221 | +1.07% | |
| Northern Trust Corp | 0.02% | 2,499,796 | $120,965,128 | $122,265,022 | +$1,299,894 | +1.07% | |
| Bank Of New York Mellon Corp | 0.02% | 2,047,650 | $99,085,794 | $100,150,562 | +$1,064,768 | +1.07% | |
| Goldman Sachs Group Inc | 0.01% | 1,624,369 | $78,603,216 | $79,447,888 | +$844,672 | +1.07% | |
| Vanguard Fiduciary Trust Co | 0.02% | 1,606,839 | $77,754,939 | $78,590,495 | +$835,556 | +1.07% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 1,516,611 | $73,388,807 | $74,177,444 | +$788,637 | +1.07% | |
| Regents Of The University Of California | 2.59% | 1,516,016 | $73,360,014 | $74,148,343 | +$788,329 | +1.07% | |
| Bank Of America Corp | 0.00% | 1,338,807 | $64,784,849 | $65,481,050 | +$696,201 | +1.07% | |
| Algebris (Uk) Ltd | 4.53% | 1,295,034 | $62,563,336 | $63,340,113 | +$776,777 | +1.24% | |
| Markel Group Inc. | 0.43% | 1,327,000 | $55,879,970 | $64,903,570 | +$9,023,600 | +16.15% | |
| Davis Asset Management, L.P. | 1.58% | 1,131,000 | $54,729,090 | $55,317,210 | +$588,120 | +1.07% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,127,984 | $54,583,146 | $55,169,697 | +$586,551 | +1.07% | |
| Nuveen, Llc | 0.01% | 959,516 | $46,430,980 | $46,929,928 | +$498,948 | +1.07% | |
| Russell Investments Group, Ltd. | 0.05% | 936,458 | $45,192,881 | $45,802,161 | +$609,280 | +1.35% | |
| Walleye Capital Llc | 0.21% | 1,060,746 | $44,668,014 | $51,881,087 | +$7,213,073 | +16.15% | |
| Royal Bank Of Canada | 0.01% | 883,679 | $42,761,000 | $43,220,740 | +$459,740 | +1.08% | |
| Private Management Group Inc | 1.06% | 954,767 | $40,205,238 | $46,697,654 | +$6,492,416 | +16.15% | |
| Lpl Financial Llc | 0.01% | 809,274 | $39,160,800 | $39,581,591 | +$420,791 | +1.07% | |
| Deutsche Bank Ag\ | 0.01% | 800,827 | $38,752,019 | $39,168,449 | +$416,430 | +1.07% | |
| Rhumbline Advisers | 0.03% | 718,651 | $34,775,468 | $35,149,220 | +$373,752 | +1.07% | |
| Freestone Grove Partners Lp | 0.24% | 693,262 | $33,546,948 | $33,907,444 | +$360,496 | +1.07% | |
| Invesco Ltd. | 0.01% | 677,750 | $32,796,323 | $33,148,752 | +$352,429 | +1.07% | |
| Amundi | 0.01% | 656,220 | $31,754,486 | $32,095,720 | +$341,234 | +1.07% | |
| Prana Capital Management, Lp | 0.97% | 650,586 | $31,481,857 | $31,820,161 | +$338,304 | +1.07% | |
| Principal Financial Group Inc | 0.01% | 579,076 | $28,021,488 | $28,322,607 | +$301,119 | +1.07% | |
| Sirios Capital Management L P | 3.18% | 542,251 | $26,239,526 | $26,521,496 | +$281,970 | +1.07% | |
| Deprince Race & Zollo Inc | 0.48% | 527,290 | $25,515,563 | $25,789,754 | +$274,191 | +1.07% | |
| Rockefeller Capital Management L.P. | 0.04% | 485,958 | $23,515,511 | $23,768,206 | +$252,695 | +1.07% | |
| Manufacturers Life Insurance Company, The | 0.02% | 483,102 | $23,377,306 | $23,628,519 | +$251,213 | +1.07% | |
| Alyeska Investment Group, L.P. | 0.07% | 480,930 | $23,272,203 | $23,522,286 | +$250,083 | +1.07% | |
| Vanguard Asset Management, Ltd | 0.02% | 474,701 | $22,970,781 | $23,217,626 | +$246,845 | +1.07% | |
| Castleknight Management Lp | 1.07% | 472,976 | $22,887,309 | $23,133,256 | +$245,947 | +1.07% | |
| California Public Employees Retirement System | 0.01% | 464,176 | $22,461,477 | $22,702,848 | +$241,371 | +1.07% |
Frequently asked questions about CG
Who owns the most CG stock?
The largest holders of CG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARLYLE GROUP INC/THE (CG).
Is CG widely held by superinvestors?
Many widely followed stocks like CG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.