| 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.
| 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.
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