The Carlyle Group Inc. Common Stock — Institutional Ownership
Which tracked institutions hold CG, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
32
Funds holding
$3239905275
Total value held
Buying
22 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1501272915 | 31024445 | +327986 | +1.07% |
| 2 | Morgan Stanley | $492244715 | 10172445 | -17503 | -0.17% |
| 3 | State Street Corp | $468457299 | 9680870 | +135751 | +1.42% |
| 4 | Ameriprise Financial Inc | $131697893 | 2721593 | +216144 | +8.63% |
| 5 | Northern Trust Corp | $120965128 | 2499796 | +16793 | +0.68% |
| 6 | Goldman Sachs Group Inc | $105217716 | 2174369 | +934309 | +75.34% |
| 7 | Bank Of New York Mellon Corp | $99085794 | 2047650 | +23065 | +1.14% |
| 8 | Invesco Ltd. | $65980178 | 1116227 | +399895 | +55.83% |
| 9 | Bank Of America Corp /De/ | $64784849 | 1338807 | -151757 | -10.18% |
| 10 | Royal Bank Of Canada | $42761000 | 883679 | — | NEW BUY |
| 11 | Principal Financial Group Inc | $28021488 | 579076 | +21027 | +3.77% |
| 12 | Wells Fargo & Company/Mn | $23078906 | 390440 | -2588 | -0.66% |
| 13 | Raymond James Financial Inc | $19329941 | 399461 | -190298 | -32.27% |
| 14 | Barclays Plc | $14291116 | 295332 | — | NEW BUY |
| 15 | Bank Of Montreal /Can/ | $12543454 | 259216 | — | NEW BUY |
| 16 | Citigroup Inc | $10215750 | 172826 | +51320 | +42.24% |
| 17 | Fifth Third Bancorp | $8827213 | 182418 | +65544 | +56.08% |
| 18 | Sei Investments Co | $6878926 | 142145 | — | NEW BUY |
| 19 | Franklin Resources Inc | $6658996 | 137611 | +125562 | +1042.09% |
| 20 | Bank Of Nova Scotia | $5164030 | 106689 | — | NEW BUY |
| 21 | Prudential Financial Inc | $2432372 | 50266 | -8406 | -14.33% |
| 22 | Pnc Financial Services Group, Inc. | $2080987 | 43004 | -13322 | -23.65% |
| 23 | Toronto Dominion Bank | $2035225 | 42050 | — | NEW BUY |
| 24 | Truist Financial Corp | $1277470 | 26399 | -14228 | -35.02% |
| 25 | Hilltop Holdings Inc. | $1251849 | 25870 | -10426 | -28.72% |
| 26 | Janus Henderson Group Plc | $1043810 | 21573 | — | NEW BUY |
| 27 | Allstate Corp | $1007471 | 17044 | +8279 | +94.46% |
| 28 | Us Bancorp \De\ | $560308 | 11579 | -466 | -3.87% |
| 29 | M&T Bank Corp | $318307 | 5385 | — | NEW BUY |
| 30 | Atlantic Union Bankshares Corp | $217836 | 3736 | -10 | -0.27% |
| 31 | Equitable Holdings, Inc. | $200915 | 3399 | — | NEW BUY |
| 32 | Amalgamated Financial Corp. | $1418 | 28991 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.