Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 32.0M | $1.35B | +3.1% | 8.885% | 0.02% |
| 2 | HARRIS ASSOCIATES L P | 17.7M | $743.7M | +6.5% | 4.906% | 0.99% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.8M | $498.2M | +0.1% | 3.286% | 0.02% |
| 4 | Capital World Investors | 11.8M | $497.5M | -33.7% | 3.282% | 0.06% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11.5M | $482.8M | +0.6% | 3.185% | 0.01% |
| 6 | MILLENNIUM MANAGEMENT LLC | 10.4M | $437.5M | +25.9% | 2.886% | 0.16% |
| 7 | MORGAN STANLEY | 10.0M | $420.8M | -1.8% | 2.776% | 0.02% |
| 8 | STATE STREET CORP | 9.9M | $416.6M | +2.2% | 2.748% | 0.01% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.7M | $328.6M | +1.2% | 2.150% | 0.10% |
| 10 | ALKEON CAPITAL MANAGEMENT LLC | 5.9M | $250.2M | 0.0% | 1.650% | 0.34% |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.9M | $249.1M | -6.1% | 1.643% | 0.75% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $219.4M | +1.5% | 1.451% | 0.01% |
| 13 | ARIEL INVESTMENTS, LLC | 4.5M | $191.5M | +14.2% | 1.264% | 1.91% |
| 14 | FMR LLC | 4.4M | $183.5M | +17.6% | 1.211% | 0.01% |
| 15 | Legal & General Group Plc | 3.9M | $163.0M | +10.5% | 1.075% | 0.03% |
| 16 | JANE STREET GROUP, LLC | 3.8M | $158.8M | +229.6% | 1.047% | 0.01% |
| 17 | NORGES BANK | 3.6M | $153.5M | — | 1.013% | 0.02% |
| 18 | Amundi | 3.4M | $143.4M | +419.0% | 0.946% | 0.03% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $126.1M | -1.7% | 0.832% | 0.02% |
| 20 | NORTHERN TRUST CORP | 2.6M | $108.5M | +3.1% | 0.716% | 0.01% |
| 21 | UBS Group AG | 2.5M | $107.3M | -13.4% | 0.708% | 0.01% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.5M | $107.1M | +46.4% | 0.707% | 0.01% |
| 23 | CITADEL ADVISORS LLC | 2.5M | $103.8M | +322.2% | 0.685% | 0.01% |
| 24 | Point72 Asset Management, L.P. | 2.4M | $99.3M | +995.7% | 0.655% | 0.11% |
| 25 | ROYAL BANK OF CANADA | 2.0M | $85.5M | +129.7% | 0.564% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CG — a direct measure of their conviction.
Filings activity in CG during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CG position in Q2 2026
Institutions that fully closed their CG position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 588 | 2.2% | 66.64% | +4.16 pp | $9.94B | 6.7% |
| Q1 2026 | 601 | 1.6% | 62.48% | 2.45 pp | $10.65B | 20% |
| Q4 2025 | 611 | 1.5% | 64.93% | +0.69 pp | $13.39B | 5.4% |
| Q3 2025 | 620 | +13% | 64.24% | +0.62 pp | $14.15B | +25% |
| Q2 2025 | 551 | +8.3% | 63.62% | +3.72 pp | $11.35B | +25% |
| Q1 2025 | 509 | 6.8% | 59.90% | +0.07 pp | $9.11B | 13% |
| Q4 2024 | 546 | +8.1% | 59.83% | +1.87 pp | $10.46B | +8.6% |
| Q3 2024 | 505 | — | 57.96% | — | $9.63B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CG stock.
Based on Q2 2026 13F filings, institutional ownership of The Carlyle Group Inc. stands at 66.6%, held across 588 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CG, with approximately 31,984,053 shares worth $1.35B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of CG, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for CG is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in CG during Q2 2026, while 77 fully exited. 113 added to existing positions and 396 trimmed.
CG institutional ownership rose by 4.16 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 54.6% of all reported 13F value in CG, and the top 25 account for 76.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Carlyle Group Inc. (CG) Institutional Ownership