CG Institutional Ownership
Who owns Carlyle Group Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 589 funds reported holding CG at Jun 30, 2026, together owning 61.9% of the company.
- ●286 buying vs 281 selling
- ●Held by funds +0.4 pts
- ▼Funds holding -18
- ▲Superinvestors: 3 added, 2 cut
- ▲Put/call 0.54 to 0.20
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 589 | 607 | −3.0% |
| In funds' top 10 | 2 | 5 | −60.0% |
| 13F shares | 220M | 219M | +0.6% |
| Held by funds | 61.9% | 61.5% | +0.4 pts |
| New positions | 63 | 64 | −1.6% |
| Increased | 223 | 231 | −3.5% |
| Reduced | 203 | 191 | +6.3% |
| Sold out | 78 | 93 | −16.1% |
| Calls (shares) | 12.1M | 2.1M | +491.5% |
| Puts (shares) | 2.4M | 1.1M | +122.9% |
| Put/call ratio | 0.20 | 0.54 | −62.7% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CG
All superinvestors →
Who owns CG
share of fund held shares- Index and passive funds38.3%
- Active managers and hedge funds44.1%
- Banks and brokers14.3%
- Pensions, insurers and other3.2%
The top 10 holders own 56.4% of all CG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
168 funds changed their position- Assenagon Asset Management S.A.Trimmed−443K sh
- Allen Mooney & Barnes Investment Advisors LLCSold out−239K sh
- Franklin Street Advisors Inc /ncTrimmed−104K sh
- City of London Investment Management Co LtdTrimmed−92K sh
- Deprince Race & Zollo IncAdded+68K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.98% | 32M | $1.3B | +960K |
| 2 | Harris Associates L P | 4.96% | 17.7M | $744M | +1.1M |
| 3 | Vanguard Portfolio Management LLC | 3.32% | 11.8M | $498M | +11K |
| 4 | Capital World Investors | 3.32% | 11.8M | $497M | −6M |
| 5 | Vanguard Capital Management LLC | 3.22% | 11.5M | $483M | +71K |
| 6 | Morgan Stanley | 2.80% | 10M | $421M | −179K |
| 7 | State Street Corp | 2.78% | 9.9M | $417M | +211K |
| 8 | Massachusetts Financial Services Co /ma/ | 2.17% | 7.7M | $329M | +91K |
| 9 | Alkeon Capital Management LLC | 1.67% | 5.9M | $250M | 0 |
| 10 | William Blair Investment Management, LLC | 1.66% | 5.9M | $249M | −386K |
- Norges Bank+3.6M sh+$154M
- Amundi+2.7M sh+$116M
- Point72 Asset Management, L.P.+2M sh+$83.5M
- Royal Bank of Canada+1.1M sh+$48.3M
- Harris Associates L P+1.1M sh+$45.4M
- BlackRock, Inc.+960K sh+$40.4M
- Citadel Advisors LLC+835K sh+$35.2M
- Jane Street Group, LLC+821K sh+$34.6M
- Millennium Management LLC−6.6M sh−$279M
- Capital World Investors−6M sh−$253M
- Regents of the University of California−1.5M sh−$73.4M
- Freestone Grove Partners LP−693K sh−$33.5M
- Ameriprise Financial Inc−695K sh−$29.3M
- LPL Financial LLC−645K sh−$27.2M
- Alyeska Investment Group, L.P.−481K sh−$23.3M
- Sirios Capital Management L P−505K sh−$21.3M
CG institutional ownership FAQ
Who owns the most CG stock?
In Q2 2026 13F filings the largest holder of CG was BlackRock, Inc., followed by Harris Associates L P and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of CG is owned by institutions?
Funds that file 13F reports held 61.9% of CG's shares at Jun 30, 2026, compared with 61.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CG?
In Q2 2026, 286 funds bought CG (63 of them new positions) and 281 sold (78 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for CG is neutral.
What is CG's institutional put/call ratio?
Funds reported $102M of CG puts against $511M of calls, a put/call ratio of 0.20 (0.54 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this CG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.