CG Institutional Ownership & Shareholders
CARLYLE GROUP INC/THE (CG) is currently held by 571 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.06B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CG tracked by InsiderSet, reporting ownership valued at approximately $1.35B in its June 30, 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 $1.29B, representing an estimated loss of -4.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed CG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Harris Associates L P, Vanguard Portfolio Management Llc, 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
571
Total Reported Value
$9.06B
Largest Holder
Blackrock, Inc.
Largest Position
$1.35B
Insider Transactions (90d)
9
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 31,984,053 | $1,346,848,467 | $1,285,119,250 | -$61,729,217 | -4.58% | |
| Harris Associates L P | 0.99% | 17,661,625 | $743,731,033 | $709,644,093 | -$34,086,941 | -4.58% | |
| Vanguard Portfolio Management Llc | 0.02% | 11,830,112 | $498,166,016 | $475,333,900 | -$22,832,116 | -4.58% | |
| Capital World Investors | 0.06% | 11,813,798 | $497,479,034 | $474,678,404 | -$22,800,630 | -4.58% | |
| Vanguard Capital Management Llc | 0.01% | 11,464,474 | $482,769,000 | $460,642,565 | -$22,126,435 | -4.58% | |
| Morgan Stanley | 0.02% | 9,993,408 | $420,822,509 | $401,535,133 | -$19,287,376 | -4.58% | |
| State Street Corp | 0.01% | 9,891,982 | $416,551,362 | $397,459,837 | -$19,091,525 | -4.58% | |
| Massachusetts Financial Services Co | 0.10% | 7,739,524 | $328,575,798 | $310,974,074 | -$17,601,724 | -5.36% | |
| Alkeon Capital Management Llc | 0.96% | 5,941,316 | $250,188,817 | $238,722,077 | -$11,466,740 | -4.58% | |
| William Blair Investment Management, Llc | 0.75% | 5,914,905 | $249,076,659 | $237,660,883 | -$11,415,776 | -4.58% | |
| Geode Capital Management, Llc | 0.01% | 5,224,555 | $219,418,555 | $209,922,620 | -$9,495,935 | -4.33% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 1.91% | 4,548,683 | $191,545,041 | $182,766,083 | -$8,778,958 | -4.58% |
| Fmr Llc | 0.01% | 4,358,455 | $183,534,538 | $175,122,722 | -$8,411,816 | -4.58% | |
| Legal & General Group Plc | 0.03% | 3,870,443 | $162,984,397 | $155,514,400 | -$7,469,997 | -4.58% | |
| Norges Bank | 0.02% | 3,646,300 | $153,545,693 | $146,508,334 | -$7,037,359 | -4.58% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,995,510 | $126,091,095 | $120,359,592 | -$5,731,503 | -4.55% | |
| Northern Trust Corp | 0.01% | 2,576,558 | $108,498,858 | $103,526,100 | -$4,972,758 | -4.58% | |
| Ubs Group Ag | 0.02% | 2,504,918 | $105,482,098 | $100,647,605 | -$4,834,493 | -4.58% | |
| Point72 Asset Management, L.P. | 0.14% | 2,184,854 | $92,004,202 | $87,787,434 | -$4,216,768 | -4.58% | |
| Royal Bank Of Canada | 0.01% | 2,029,610 | $85,466,000 | $81,549,730 | -$3,916,270 | -4.58% | |
| Ameriprise Financial Inc | 0.02% | 2,026,772 | $85,347,596 | $81,435,699 | -$3,911,897 | -4.58% | |
| Bank Of New York Mellon Corp | 0.01% | 2,007,599 | $84,539,984 | $80,665,328 | -$3,874,656 | -4.58% | |
| Algebris (Uk) Ltd | 5.32% | 1,923,159 | $80,729,190 | $77,272,529 | -$3,456,661 | -4.28% | |
| Bank Of America Corp | 0.01% | 1,886,490 | $79,440,076 | $75,799,168 | -$3,640,908 | -4.58% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 1,516,611 | $73,388,807 | $60,937,430 | -$12,451,377 | -16.97% | |
| Vanguard Fiduciary Trust Co | 0.02% | 1,640,080 | $69,063,769 | $65,898,414 | -$3,165,355 | -4.58% | |
| Goldman Sachs Group Inc | 0.01% | 1,574,143 | $66,287,177 | $63,249,066 | -$3,038,111 | -4.58% | |
| Beutel, Goodman & Co Ltd. | 0.39% | 1,270,059 | $53,482,000 | $51,030,971 | -$2,451,029 | -4.58% | |
| Markel Group Inc. | Thomas Gayner | 0.41% | 1,327,000 | $52,628,820 | $53,318,860 | +$690,040 | +1.31% |
| Jane Street Group, Llc | 0.03% | 1,218,238 | $51,300,002 | $48,948,803 | -$2,351,199 | -4.58% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,140,809 | $48,039,467 | $45,837,706 | -$2,201,761 | -4.58% | |
| Davis Asset Management, L.P. | 1.21% | 1,131,000 | $47,626,410 | $45,443,580 | -$2,182,830 | -4.58% | |
| Walleye Capital Llc | 0.21% | 1,060,746 | $44,668,014 | $42,620,774 | -$2,047,240 | -4.58% | |
| Russell Investments Group, Ltd. | 0.04% | 1,049,820 | $44,109,235 | $42,181,768 | -$1,927,467 | -4.37% | |
| Jpmorgan Chase & Co | 0.00% | 1,071,394 | $43,412,925 | $43,048,611 | -$364,314 | -0.84% | |
| Nuveen, Llc | 0.01% | 955,965 | $40,255,687 | $38,410,674 | -$1,845,013 | -4.58% | |
| Private Management Group Inc | 1.06% | 954,767 | $40,205,238 | $38,362,538 | -$1,842,700 | -4.58% | |
| Citadel Advisors Llc | 0.02% | 835,171 | $35,169,051 | $33,557,171 | -$1,611,880 | -4.58% | |
| Prana Capital Management, Lp | 1.04% | 813,618 | $34,261,454 | $32,691,171 | -$1,570,283 | -4.58% | |
| Renaissance Technologies LLC | Jim Simons | 0.04% | 744,700 | $31,359,317 | $29,922,046 | -$1,437,271 | -4.58% |
| Rhumbline Advisers | 0.02% | 737,819 | $31,069,508 | $29,645,567 | -$1,423,941 | -4.58% | |
| Invesco Ltd. | 0.00% | 683,754 | $28,792,874 | $27,473,236 | -$1,319,638 | -4.58% | |
| Marshall Wace, Llp | 0.02% | 600,241 | $25,276,149 | $24,117,683 | -$1,158,466 | -4.58% | |
| Deprince Race & Zollo Inc | 0.44% | 630,776 | $25,016,576 | $25,344,580 | +$328,004 | +1.31% | |
| Principal Financial Group Inc | 0.01% | 605,640 | $24,019,683 | $24,334,615 | +$314,932 | +1.31% | |
| Vanguard Asset Management, Ltd | 0.02% | 543,489 | $22,886,322 | $21,837,388 | -$1,048,934 | -4.58% | |
| Castleknight Management Lp | 0.80% | 519,576 | $21,879,345 | $20,876,564 | -$1,002,781 | -4.58% | |
| Envestnet Asset Management Inc | 0.00% | 496,560 | $20,910,137 | $19,951,781 | -$958,356 | -4.58% | |
| Squarepoint Ops Llc | 0.04% | 495,608 | $20,870,053 | $19,913,529 | -$956,524 | -4.58% | |
| Assetmark, Inc | 0.03% | 513,439 | $20,362,973 | $20,629,979 | +$267,006 | +1.31% |
Frequently asked questions about CG
Who are the largest institutional holders of CG?
The largest institutional holders of CG reported in the latest SEC Form 13F filings include Blackrock, Inc., Harris Associates L P, Vanguard Portfolio Management Llc, Capital World Investors, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported CG position.
What is CG institutional ownership?
This page tracks CG positions reported by institutional investment managers through SEC Form 13F. CARLYLE GROUP INC/THE (CG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CG?
InsiderSet currently tracks 571 institutional managers reporting CG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CG shareholders.
How much CG stock do institutions own?
Institutional investment managers disclosed approximately $9.06B in CG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CG institutional ownership last updated?
The latest CG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CG position after the reporting date.
Are institutions buying or selling CG?
Institutional buying and selling can be analyzed by comparing CG positions across consecutive 13F reporting periods. InsiderSet's CG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CG ownership changes.
How has CG institutional ownership changed over time?
InsiderSet tracks CG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.