Who Owns Carlyle Group Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Carlyle Group Inc.
Who crossed 5% of CG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| ARGENT CAPITAL MANAGEMENT LLCCOM258.6K shtrimmed | $10.3M |
| Galvin, Gaustad & Stein, LLCCOM169.3K shtrimmed | $6.7M |
| Sound Income Strategies, LLCCOM129K shadded | $5M |
| MOODY NATIONAL BANK TRUST DIVISIONCOM24.3K shadded | $962.6K |
| Farther Finance Advisors, LLCStock10.6K shadded | $421K |
| Everhart Financial Group, Inc.COM10.4K shtrimmed | $413K |
| GAMMA Investing LLCCommon Stock8.6K shadded | $341.7K |
| Wedmont Private CapitalCOM6.2K shtrimmed | $236.8K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1K shadded | $41.6K |
| Retirement Wealth Solutions LLCCOM340 shtrimmed | $13.5K |
| ARMSTRONG ADVISORY GROUP, INCCOM39 sh— | $1.5K |
| Davis Capital ManagementStock9 shtrimmed | $357 |
| CoreCap Advisors, LLCStock5 shtrimmed | $198 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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