CGThe Carlyle Group Inc.

$48.99

Who owns CG

585 institutions reported holding CG for 2026Q1, together 61% of the company, fewer than the 612 a quarter earlier.

585

Institutions reporting a position · as of 2026Q1 · down from 612 the quarter before

Shares held by institutions
218.0M

Shares held by institutions · 61% of the company · long US equity positions only, as reported on Form 13F

Reported value
$10.6B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
28%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
69
Positions exited
100
Added to
206
Reduced
173
Top 10 holdersof the company
38%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q1585218.0M$10.6B
2025Q4612228.7M$13.5B
2025Q3629226.4M$14.2B
2025Q2558228.4M$11.7B
2025Q1514225.9M$9.84B
2024Q4556215.4M$10.9B
2024Q3518210.1M$9.06B
2024Q2507209.5M$8.41B
2024Q1512209.0M$9.80B
2023Q4467212.8M$8.66B
2023Q3408206.0M$6.21B
2023Q2390206.2M$6.58B
2023Q1422198.3M$6.16B
2022Q4426200.2M$5.97B
2022Q3411195.2M$5.05B
2022Q2436191.6M$6.20B
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.31.0M8.6%$1.50B
VANGUARD GROUP INC25.6M7.1%$1.24B
Capital World Investors17.8M5.0%$863M
HARRIS ASSOCIATES L P16.6M4.6%$802M
MORGAN STANLEY10.2M2.8%$492M
STATE STREET CORP9.7M2.7%$468M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/7.6M2.1%$373M
MILLENNIUM MANAGEMENT LLC6.8M1.9%$329M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC6.3M1.8%$305M
ALKEON CAPITAL MANAGEMENT LLC5.9M1.7%$288M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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