Carlyle Group Inc.: which funds bought and sold
Institutions that bought and sold Carlyle Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 287 institutions that filed 13F reports for both quarters added to or opened positions in Carlyle Group, and 270 cut or closed them. Together they sold a net 2.2M shares, −1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7.1M shares (−9.2%); index fund managers were net buyers of 1.5M shares (+1.9%). 60 opened a new position and 73 sold out entirely.
Bought, Q2 2026 287 institutions, 60 of them new holders Sold, Q2 2026 270 institutions, 73 of them sold out
Net change, all compared −2.2M shares (−1.0%)
Net change, active managers −7.1M shares (−9.2%), 30 bought, 29 sold
Buyers versus sellers
287 bought 86 270 sold
Active managers and hedge funds 30 bought · 29 sold · −7.1M
Index fund managers 9 bought · 2 sold · +1.5M
Other institutions 248 bought · 239 sold · +3.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Amundi | +2.7M +419.0% | 3.4M | $143M |
| Point72 Asset Management, L.P. Hedge fund | +2.0M +976.3% | 2.2M | $92M |
| Royal Bank Of Canada | +1.1M +129.7% | 2.0M | $85.5M |
| Harris Associates L P Active manager | +1.1M +6.5% | 17.7M | $744M |
| Blackrock, Inc. Index funds | +960K +3.1% | 32.0M | $1.3B |
| Citadel Advisors LLC Hedge fund | +835K New position | 835K | $35.2M |
| Jane Street Group, LLC | +821K +206.5% | 1.2M | $51.3M |
| Walleye Capital LLC Hedge fund | +689K +185.2% | 1.1M | $44.7M |
| FMR LLC Active manager | +654K +17.7% | 4.4M | $184M |
| Algebris (UK) Ltd | +628K +48.5% | 1.9M | $80.7M |
| Renaissance Technologies LLC Hedge fund | +608K +444.8% | 745K | $31.4M |
| Marshall Wace, LLP Hedge fund | +600K New position | 600K | $25.3M |
| Ariel Investments, LLC Active manager | +567K +14.2% | 4.5M | $192M |
| Bank Of America Corp | +548K +40.9% | 1.9M | $79.4M |
| Assenagon Asset Management S.A. | +528K New position | 528K | $22.3M |
| Squarepoint Ops LLC Hedge fund | +453K +1074.2% | 496K | $20.9M |
| Legal & General Group PLC | +368K +10.5% | 3.9M | $163M |
| Jump Financial, LLC | +277K New position | 277K | $11.7M |
| Private Management Group Inc | +263K +38.1% | 955K | $40.2M |
| Exoduspoint Capital Management, LP Hedge fund | +226K New position | 226K | $9.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Point72 Asset Management, L.P. Hedge fund | +2.0M +976.3% | 2.2M | $92M |
| Harris Associates L P Active manager | +1.1M +6.5% | 17.7M | $744M |
| Citadel Advisors LLC Hedge fund | +835K New position | 835K | $35.2M |
| Walleye Capital LLC Hedge fund | +689K +185.2% | 1.1M | $44.7M |
| FMR LLC Active manager | +654K +17.7% | 4.4M | $184M |
| Renaissance Technologies LLC Hedge fund | +608K +444.8% | 745K | $31.4M |
| Marshall Wace, LLP Hedge fund | +600K New position | 600K | $25.3M |
| Ariel Investments, LLC Active manager | +567K +14.2% | 4.5M | $192M |
| Squarepoint Ops LLC Hedge fund | +453K +1074.2% | 496K | $20.9M |
| Exoduspoint Capital Management, LP Hedge fund | +226K New position | 226K | $9.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −6.6M −97.4% | 178K | $7.5M |
| Capital World Investors Active manager | −6.0M −33.7% | 11.8M | $497M |
| Regents Of The University Of California | −1.5M Sold out | 0 | — |
| Ameriprise Financial Inc | −695K −25.5% | 2.0M | $85.3M |
| Freestone Grove Partners LP Hedge fund | −693K Sold out | 0 | — |
| LPL Financial LLC | −645K −79.7% | 164K | $6.9M |
| Sirios Capital Management L P | −505K −93.2% | 37K | $1.6M |
| Alyeska Investment Group, L.P. Hedge fund | −481K Sold out | 0 | — |
| UBS Group AG | −397K −13.7% | 2.5M | $105M |
| William Blair Investment Management, LLC Active manager | −386K −6.1% | 5.9M | $249M |
| Deutsche Bank Ag\ | −383K −47.8% | 418K | $17.6M |
| Woodline Partners LP Hedge fund | −352K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −318K Sold out | 0 | — |
| Csm Advisors, LLC | −269K −97.7% | 6,280 | $265,000 |
| Beutel, Goodman & Co Ltd. | −249K −16.4% | 1.3M | $53.5M |
| Morgan Stanley | −179K −1.8% | 10.0M | $421M |
| Capital International, Inc. Active manager | −161K Sold out | 0 | — |
| Lazard Asset Management LLC Active manager | −160K Sold out | 0 | — |
| Bw Gestao De Investimentos Ltda. | −160K Sold out | 0 | — |
| BAMCO Inc Active manager | −157K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −6.6M −97.4% | 178K | $7.5M |
| Capital World Investors Active manager | −6.0M −33.7% | 11.8M | $497M |
| Freestone Grove Partners LP Hedge fund | −693K Sold out | 0 | — |
| Alyeska Investment Group, L.P. Hedge fund | −481K Sold out | 0 | — |
| William Blair Investment Management, LLC Active manager | −386K −6.1% | 5.9M | $249M |
| Woodline Partners LP Hedge fund | −352K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −318K Sold out | 0 | — |
| Capital International, Inc. Active manager | −161K Sold out | 0 | — |
| Lazard Asset Management LLC Active manager | −160K Sold out | 0 | — |
| BAMCO Inc Active manager | −157K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Citadel Advisors LLCHedge fund | 835K | $35.2M |
| Marshall Wace, LLPHedge fund | 600K | $25.3M |
| Assenagon Asset Management S.A. | 528K | $22.3M |
| Jump Financial, LLC | 277K | $11.7M |
| Exoduspoint Capital Management, LPHedge fund | 226K | $9.5M |
| Walleye Trading LLC | 190K | $8M |
| Caption Management, LLC | 114K | $4.8M |
| Caz Investments LP | 106K | $4.5M |
| Man Group PLCHedge fund | 98K | $4.1M |
| Capital Fund Management S.A.Hedge fund | 91K | $3.8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Regents Of The University Of California | 1.5M | $73.4M |
| Freestone Grove Partners LPHedge fund | 693K | $33.5M |
| Alyeska Investment Group, L.P.Hedge fund | 481K | $23.3M |
| Woodline Partners LPHedge fund | 352K | $17M |
| Holocene Advisors, LPHedge fund | 318K | $15.4M |
| Capital International, Inc.Active manager | 161K | $7.8M |
| Lazard Asset Management LLCActive manager | 160K | $7.8M |
| Bw Gestao De Investimentos Ltda. | 160K | $7.7M |
| BAMCO IncActive manager | 157K | $7.6M |
| Cinctive Capital Management LPHedge fund | 155K | $7.5M |
Who holds the shares
- Institutions reporting
- 578
- Ten largest holders
- 56.6% of 13F-reported shares
- Index fund managers
- 34.9% of 13F-reported shares
- Active managers and hedge funds
- 31.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 30 | 29 | 8 | 10 | −7.1M | −9.2% |
| Index fund managers | 9 | 2 | 0 | 0 | +1.5M | +1.9% |
| Other institutions | 248 | 239 | 52 | 63 | +3.4M | +5.2% |