CARLYLE GROUP INC

$CG
Smart money positioned

12 of the Top-200 alpha managers hold $CG as of the latest 13F snapshot.

13F holders
594
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$CG is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.16%, with an average of 0.03% of portfolio. Largest holder: WINTON GROUP Ltd at 0.16%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 594 · Source: 13F-HR
01
First Financial Corp.
1.07% of portfolio
32,488,246 sh
02
Harris Associates L P
1.10% of portfolio
21,203,132 sh
03
Evergreen Capital Management LLC
0.17% of portfolio
13,606,110 sh
04
Atlantic Edge Private Wealth Management, LLC
0.03% of portfolio
11,678,220 sh
05
Caisse De Depot Et Placement Du Quebec
2.16% of portfolio
11,234,214 sh
06
Axa S.a.
0.02% of portfolio
9,680,870 sh
07
State Street
0.02% of portfolio
9,545,119 sh
08
US Bancorp De
0.04% of portfolio
8,568,801 sh
09
Immersion Capital LLP
1.01% of portfolio
6,301,109 sh
10
ProShare Advisors LLC
0.03% of portfolio
4,876,621 sh
See all 594 13F holders · Pro →

Insider activity · last 90 days

5 transactions · 2 filers
10 Dec 2025
Rubenstein David M.
▼ SOLD
625,000
$56.55
S
12 Aug 2025
Ferguson Jeffrey W.
▼ SOLD
28,483
$64.82
S
12 Aug 2025
Ferguson Jeffrey W.
▼ SOLD
159,536
$64.20
S
12 Aug 2025
Ferguson Jeffrey W.
▼ SOLD
14,587
$63.44
S
11 Aug 2025
Ferguson Jeffrey W.
▼ SOLD
97,394
$62.37
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

5 disclosures · STOCK Act
House · Indiana · Traded May 12
SOLD
$50K–$100K
Jun 22STOCK
House · Indiana · Traded Apr 17
SOLD
$15K–$50K
May 8STOCK
House · Indiana · Traded Apr 7
BOUGHT
$50K–$100K
May 8STOCK
House · Indiana · Traded Mar 5
SOLD
$15K–$50K
Apr 11STOCK
Senate · Pennsylvania · Traded Jan 10
BOUGHT
$250K–$500K
Feb 9STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:04 UTC.