Carlyle Group Inc/the (CG) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

CG ranks #971 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CG is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 1.0% of that fund's own 13F portfolio.

CG is a top-conviction position for Algebris — at 5.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CG belongs to BlackRock, Inc., but the position matters far more to Algebris, who has 5.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Steve Cohen has added to its CG position for two straight quarters, increasing it by $97.3M to reach $99.3M today.

Capital World Investors has trimmed its CG position for two straight quarters, cutting it by $683.0M while still holding $497.5M.

CG is up 1.3% today, and institutions have been net buyers of $1.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CG posted net income of $363.9M over the trailing twelve months, and currently trades at a P/E of 48.0.

• Profitable — net income of $363.9M over the trailing twelve months
• Revenue declined 41.9% year over year
• Net income declined year over year, from $1.3B to $363.9M
• Operating cash flow was negative, using $3.3B in cash
• Liabilities run 3.13x equity — a highly leveraged balance sheet worth noting