Who Holds Carlyle (CG)? 586 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 586 holders, $9.1 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 31,984,053 | $1.3 billion | +3% | 13F |
| HARRIS ASSOCIATES L P | 17,661,625 | $744 million | +6% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,830,112 | $498 million | +0% | 13F |
| Capital World Investors | 11,813,798 | $497 million | -34% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,464,474 | $483 million | +1% | 13F |
| MORGAN STANLEY | 9,993,408 | $421 million | -2% | 13F |
| STATE STREET CORP | 9,891,982 | $417 million | +2% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,739,524 | $329 million | +1% | 13F |
| ALKEON CAPITAL MANAGEMENT LLC | 5,941,316 | $250 million | +0% | 13F |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5,914,905 | $249 million | -6% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 5,224,555 | $219 million | +1% | 13F |
| ARIEL INVESTMENTS, LLC | 4,548,683 | $192 million | +14% | 13F |
| FMR LLC | 4,358,455 | $184 million | +18% | 13F |
| Legal & General Group Plc | 3,870,443 | $163 million | +11% | 13F |
| NORGES BANK | 3,646,300 | $154 million | New | 13F |
| Amundi | 3,406,001 | $143 million | +419% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 2,995,510 | $126 million | -2% | 13F |
| NORTHERN TRUST CORP | 2,576,558 | $108 million | +3% | 13F |
| UBS Group AG | 2,504,918 | $105 million | -14% | 13F |
| Point72 Asset Management, L.P. | 2,184,854 | $92 million | +976% | 13F |
| ROYAL BANK OF CANADA | 2,029,610 | $85 million | +130% | 13F |
| AMERIPRISE FINANCIAL INC | 2,026,772 | $85 million | -26% | 13F |
| Bank of New York Mellon Corp | 2,007,599 | $85 million | -2% | 13F |
| ALGEBRIS (UK) LTD | 1,923,159 | $81 million | +49% | 13F |
| BANK OF AMERICA CORP /DE/ | 1,886,490 | $79 million | +41% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 1,640,080 | $69 million | +2% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,602,700 | $67 million | +6% | 13F |
| GOLDMAN SACHS GROUP INC | 1,574,143 | $66 million | -3% | 13F |
| Markel Group Inc. | 1,327,000 | $56 million | +0% | 13F |
| JANE STREET GROUP, LLC | 1,218,238 | $51 million | +207% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,140,809 | $48 million | +1% | 13F |
| Davis Asset Management, L.P. | 1,131,000 | $48 million | +0% | 13F |
| Walleye Capital LLC | 1,060,746 | $45 million | +185% | 13F |
| Russell Investments Group, Ltd. | 1,049,820 | $44 million | +12% | 13F |
| JPMORGAN CHASE & CO | 1,071,394 | $43 million | -9% | 13F |
| Nuveen, LLC | 955,965 | $40 million | 0% | 13F |
| PRIVATE MANAGEMENT GROUP INC | 954,767 | $40 million | +38% | 13F |
| CITADEL ADVISORS LLC | 835,171 | $35 million | New | 13F |
| Prana Capital Management, LP | 813,618 | $34 million | +25% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 744,700 | $31 million | +445% | 13F |
| RHUMBLINE ADVISERS | 737,819 | $31 million | +3% | 13F |
| Invesco Ltd. | 683,754 | $29 million | +1% | 13F |
| MARSHALL WACE, LLP | 600,241 | $25 million | New | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 588,520 | $25 million | +2% | 13F |
| DEPRINCE RACE & ZOLLO INC | 562,441 | $24 million | +7% | 13F |
| FRANKLIN STREET ADVISORS INC /NC | 560,327 | $24 million | -16% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 543,489 | $23 million | +14% | 13F |
| ASSETMARK, INC | 527,543 | $22 million | +13% | 13F |
| CastleKnight Management LP | 519,576 | $22 million | +10% | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 519,242 | $22 million | +7% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 496,560 | $21 million | +5% | 13F |
| Squarepoint Ops LLC | 495,608 | $21 million | +1074% | 13F |
| Rockefeller Capital Management L.P. | 477,657 | $20 million | -2% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 451,520 | $19 million | -7% | 13F |
| ALLIANCEBERNSTEIN L.P. | 375,485 | $18 million | +0% | 13F |
| DEUTSCHE BANK AG\ | 418,318 | $18 million | -48% | 13F |
| RAYMOND JAMES FINANCIAL INC | 390,177 | $16 million | -2% | 13F |
| WELLS FARGO & COMPANY/MN | 381,044 | $16 million | 0% | 13F |
| VAN ECK ASSOCIATES CORP | 370,381 | $16 million | +52% | 13F |
| California Public Employees Retirement System | 317,266 | $13 million | -32% | 13F |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 316,724 | $13 million | -5% | 13F |
| BANK OF NOVA SCOTIA | 314,725 | $13 million | +195% | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 307,610 | $13 million | +28% | 13F |
| BARCLAYS PLC | 306,594 | $13 million | +4% | 13F |
| BANK OF MONTREAL /CAN/ | 306,178 | $13 million | +18% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 303,315 | $13 million | -5% | 13F |
| XTX Topco Ltd | 303,222 | $13 million | +197% | 13F |
| Sargent Investment Group, LLC | 300,821 | $13 million | -1% | 13F |
| HSBC HOLDINGS PLC | 283,206 | $12 million | +33% | 13F |
| Gator Capital Management, LLC | 282,425 | $12 million | +48% | 13F |
| Cerity Partners LLC | 279,658 | $12 million | -2% | 13F |
| Jump Financial, LLC | 277,294 | $12 million | New | 13F |
| Retirement Systems of Alabama | 268,068 | $11 million | -16% | 13F |
| ARGENT CAPITAL MANAGEMENT LLC | 267,555 | $11 million | -7% | 13F |
| Assenagon Asset Management S.A. | 264,232 | $11 million | New | 13F |
| JONES FINANCIAL COMPANIES LLLP | 264,135 | $11 million | +3% | 13F |
| CITIGROUP INC | 250,189 | $11 million | +51% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 244,735 | $10 million | -2% | 13F |
| D. E. Shaw & Co., Inc. | 238,883 | $10 million | +1263% | 13F |
| Allen Mooney & Barnes Investment Advisors LLC | 238,500 | $10 million | -8% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 234,942 | $10 million | -16% | 13F |
| BROWN ADVISORY INC | 233,127 | $10 million | -3% | 13F |
| SOROS FUND MANAGEMENT LLC | 226,767 | $10 million | -7% | 13F |
| ExodusPoint Capital Management, LP | 225,732 | $10 million | New | 13F |
| MetLife Investment Management, LLC | 224,533 | $9 million | +8% | 13F |
| OPPENHEIMER & CO INC | 218,691 | $9 million | +14% | 13F |
| DNB Asset Management AS | 218,129 | $9 million | -8% | 13F |
| Galvin, Gaustad & Stein, LLC | 207,531 | $9 million | -7% | 13F |
| ROYAL LONDON ASSET MANAGEMENT LTD | 204,929 | $9 million | 0% | 13F |
| Lalia Capital, LLC | 202,000 | $9 million | +381% | 13F |
| Schonfeld Strategic Advisors LLC | 201,958 | $9 million | +14% | 13F |
| Walleye Trading LLC | 190,143 | $8 million | New | 13F |
| Aberdeen Group plc | 186,410 | $8 million | +3% | 13F |
| MILLENNIUM MANAGEMENT LLC | 178,458 | $8 million | -97% | 13F |
| APG Asset Management N.V. | 193,403 | $7 million | +45% | 13F |
| FIFTH THIRD BANCORP | 164,767 | $7 million | -10% | 13F |
| LPL Financial LLC | 164,482 | $7 million | -80% | 13F |
| NATIONAL BANK OF CANADA /FI/ | 153,610 | $6 million | -2% | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 152,467 | $6 million | -4% | 13F |
| TORONTO DOMINION BANK | 149,830 | $6 million | +256% | 13F |
Questions and answers
- How many institutions hold Carlyle?
- 586 managers reported Carlyle on Form 13F for the quarter ended 30 June 2026, against 604 the quarter before.
- Who is the largest institutional holder of Carlyle?
- BlackRock, Inc., with 31,984,053 shares worth $1.3 billion on its 13F for Q2 2026.
- How many institutions bought or sold out of Carlyle in Q2 2026?
- 68 managers reported a new position and 86 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Carlyle, Q2 2026", https://app.tamarly.ai/holders/carlyle, built from SEC EDGAR.
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