InvestorLens

CG — CARLYLE GROUP INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CG?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 2 buying vs 2 selling last quarter
41
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their CG position last quarter, 2 bought and 2 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Izzy Englander, Steve Cohen)
  • +5 tracked investors reported holding CG at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CARLYLE GROUP INC (CG)

CARLYLE GROUP INC (CG) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $547M. Across recent filings, tracked investors recorded 11 new positions, 8 increased, 5 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CG

63
/100
Institutional Accumulation
Added / Increased19
Reduced5
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track CG

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CG Ownership Composition

How CARLYLE GROUP INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
98% of tracked value
Institutions
5
tracked investors
Total Reported
$656.4M
combined 13F value
Types2
  • Multi-Strategy / Quant97.6%
  • Macro2.4%
Multi-Strategy / Quant(3)
97.6%
Macro(2)
2.4%

Tracked investors currently reporting CG

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    10.4M
    Value
    $437.5M
    % Portfolio
    0.16%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.5M
    Value
    $103.8M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    2.4M
    Value
    $99.3M
    % Portfolio
    0.11%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    226.8K
    Value
    $9.5M
    % Portfolio
    0.12%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    147.2K
    Value
    $6.2M
    % Portfolio
    0.01%

Previously held CG

These investors reported CG in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates14.3K$722.4KDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold CG?
5 tracked institutional investors disclosed a position in CG (CARLYLE GROUP INC) in their most recent 13F filing.
Who is the largest institutional holder of CG?
Izzy Englander, Millennium Management, holds the largest disclosed position in CG, valued at $547M.
Did institutional ownership of CG increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 8 increased, 5 reduced, and 6 fully exited CG.
Where does this CG ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
CG (CARLYLE GROUP INC) — Institutional Holders & 13F History — InvestorLens