Ranked by reported Q1 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. | 31.0M | $1.50B | +1.1% | 8.590% | 0.03% |
| 2 | Capital World Investors | 17.8M | $862.7M | -10.7% | 4.936% | 0.12% |
| 3 | HARRIS ASSOCIATES L P | 16.6M | $802.5M | +9.1% | 4.592% | 1.07% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.8M | $571.9M | β | 3.273% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11.4M | $551.3M | β | 3.155% | 0.01% |
| 6 | MORGAN STANLEY | 10.2M | $492.2M | -0.2% | 2.817% | 0.03% |
| 7 | STATE STREET CORP | 9.7M | $468.5M | +1.4% | 2.680% | 0.02% |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.6M | $372.9M | -1.1% | 2.118% | 0.13% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.3M | $304.9M | -11.7% | 1.745% | 1.01% |
| 10 | ALKEON CAPITAL MANAGEMENT LLC | 5.9M | $287.5M | 0.0% | 1.645% | 1.77% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.1M | $248.6M | +3.0% | 1.426% | 0.02% |
| 12 | ARIEL INVESTMENTS, LLC | 4.0M | $192.7M | +0.8% | 1.103% | 2.16% |
| 13 | FMR LLC | 3.7M | $179.3M | +56.5% | 1.026% | 0.01% |
| 14 | Legal & General Group Plc | 3.5M | $169.5M | +7.4% | 0.970% | 0.04% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $147.3M | -4.1% | 0.843% | 0.03% |
| 16 | UBS Group AG | 2.9M | $142.4M | +16.0% | 0.815% | 0.02% |
| 17 | AMERIPRISE FINANCIAL INC | 2.7M | $131.7M | +8.6% | 0.754% | 0.03% |
| 18 | NORTHERN TRUST CORP | 2.5M | $121.0M | +0.7% | 0.692% | 0.02% |
| 19 | GOLDMAN SACHS GROUP INC | 2.2M | $105.2M | +75.3% | 0.602% | 0.01% |
| 20 | Bank of New York Mellon Corp | 2.0M | $99.1M | +1.1% | 0.567% | 0.02% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7M | $84.1M | +56.8% | 0.481% | 0.01% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 1.6M | $77.8M | β | 0.445% | 0.02% |
| 23 | UBS ASSET MANAGEMENT AMERICAS INC | 1.5M | $73.4M | +9.9% | 0.420% | 0.02% |
| 24 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1.5M | $73.4M | β | 0.420% | 2.59% |
| 25 | BANK OF AMERICA CORP /DE/ | 1.3M | $64.8M | -10.2% | 0.371% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CG β a direct measure of their conviction.
Filings activity in CG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CG position in Q1 2026
Institutions that fully closed their CG position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 580 | 3.3% | 60.51% | 16.29 pp | $10.00B | 21% |
| Q4 2025 | 600 | 1.8% | 76.80% | 6.24 pp | $12.69B | 7.5% |
| Q3 2025 | 611 | +11% | 83.04% | +14.36 pp | $13.72B | +21% |
| Q2 2025 | 551 | +8.3% | 68.68% | +13.56 pp | $11.35B | +25% |
| Q1 2025 | 509 | 6.8% | 55.12% | 8.16 pp | $9.11B | 13% |
| Q4 2024 | 546 | +8.1% | 63.28% | +5.01 pp | $10.46B | +8.6% |
| Q3 2024 | 505 | +1.2% | 58.27% | +9.35 pp | $9.63B | +19% |
| Q2 2024 | 499 | β | 48.92% | β | $8.08B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CG stock.
Based on Q1 2026 13F filings, institutional ownership of The Carlyle Group Inc. stands at 60.5%, held across 580 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CG, with approximately 31,024,445 shares worth $1.50B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of CG, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CG is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
86 institutions opened new positions in CG during Q1 2026, while 106 fully exited. 83 added to existing positions and 409 trimmed.
CG institutional ownership fell by 16.29 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 62.2% of all reported 13F value in CG, and the top 25 account for 81.3%.
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