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 Jun 30, 2026. Source: SEC 13-F filings.
40
Funds holding
$3072163699
Total value held
Buying
27 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1346848467 | 31984053 | +959608 | +3.09% |
| 2 | Morgan Stanley | $420822509 | 9993408 | -179037 | -1.76% |
| 3 | State Street Corp | $416551362 | 9891982 | +211112 | +2.18% |
| 4 | Northern Trust Corp | $108498858 | 2576558 | +76762 | +3.07% |
| 5 | Ubs Group Ag | $107343360 | 2549118 | +2549118 | NEW BUY |
| 6 | Royal Bank Of Canada | $85466000 | 2029610 | +1145931 | +129.68% |
| 7 | Ameriprise Financial Inc | $85347596 | 2026772 | +2026772 | NEW BUY |
| 8 | Bank Of New York Mellon Corp | $84539984 | 2007599 | -40051 | -1.96% |
| 9 | Bank Of America Corp /De/ | $79440076 | 1886490 | +547683 | +40.91% |
| 10 | Goldman Sachs Group Inc | $66287177 | 1574143 | -600226 | -27.60% |
| 11 | Markel Group Inc. | $55879970 | 1327000 | +1327000 | NEW BUY |
| 12 | Jpmorgan Chase & Co | $43412925 | 1071394 | -105019 | -8.93% |
| 13 | Invesco Ltd. | $28792874 | 683754 | +683754 | NEW BUY |
| 14 | Principal Financial Group Inc | $24782577 | 588520 | +9444 | +1.63% |
| 15 | Raymond James Financial Inc | $16430359 | 390177 | -9284 | -2.32% |
| 16 | Wells Fargo & Company/Mn | $16045728 | 381044 | -599 | -0.16% |
| 17 | Bank Of Nova Scotia | $13252312 | 314725 | +208036 | +194.99% |
| 18 | Barclays Plc | $12910673 | 306594 | +11262 | +3.81% |
| 19 | Bank Of Montreal /Can/ | $12893149 | 306178 | +46962 | +18.12% |
| 20 | Citigroup Inc | $10535460 | 250189 | +77363 | +44.76% |
| 21 | Fifth Third Bancorp | $6938360 | 164767 | -17651 | -9.68% |
| 22 | Toronto Dominion Bank | $6309188 | 149830 | +107780 | +256.31% |
| 23 | Sei Investments Co | $6180024 | 146777 | +4632 | +3.26% |
| 24 | Stifel Financial Corp | $6100613 | 144874 | +144874 | NEW BUY |
| 25 | Prudential Financial Inc | $2268087 | 53861 | +3595 | +7.15% |
| 26 | Pnc Financial Services Group, Inc. | $1855410 | 44061 | +1057 | +2.46% |
| 27 | Allstate Corp | $1241234 | 29476 | +12432 | +72.94% |
| 28 | Truist Financial Corp | $1104848 | 26237 | -162 | -0.61% |
| 29 | Janus Henderson Group Plc | $1043810 | 21573 | +21573 | NEW BUY |
| 30 | Hilltop Holdings Inc. | $948780 | 22531 | -3339 | -12.91% |
| 31 | Federated Hermes, Inc. | $717597 | 17041 | +17041 | NEW BUY |
| 32 | Franklin Resources Inc | $556526 | 13216 | -124395 | -90.40% |
| 33 | Us Bancorp \De\ | $463084 | 10997 | -582 | -5.03% |
| 34 | M&T Bank Corp | $209918 | 4985 | -400 | -7.43% |
| 35 | Atlantic Union Bankshares Corp | $127163 | 3030 | -706 | -18.90% |
| 36 | Zions Bancorporation, National Association /Ut/ | $6569 | 156 | +156 | NEW BUY |
| 37 | First Horizon Corp | $4296 | 102 | +102 | NEW BUY |
| 38 | Cullen/Frost Bankers, Inc. | $3505 | 83 | +83 | NEW BUY |
| 39 | Southstate Bank Corp | $1853 | 44 | +44 | NEW BUY |
| 40 | Amalgamated Financial Corp. | $1418 | 28991 | +28991 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.