13 institutions reported holding $13.2M of CARLYLE GROUP INC (CG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($11.1M), MOODY NATIONAL BANK TRUST DIVISION ($751,242), Hennion & Walsh Asset Management, Inc. ($434,659), GAMMA Investing LLC ($327,532), PensionDanmark Pensionsforsikringsaktieselskab ($286,348). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $11.1M | 264,232 | New |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $751,242 | 17,840 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $434,659 | 10,322 | Added |
| 4 | GAMMA Investing LLC | $327,532 | 7,778 | Trimmed |
| 5 | PensionDanmark Pensionsforsikringsaktieselskab | $286,348 | 6,800 | New |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $210,887 | 5,008 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $40,510 | 962 | Added |
| 8 | Retirement Wealth Solutions LLC | $15,518 | 368 | Trimmed |
| 9 | CX Institutional | $6,000 | 142 | Trimmed |
| 10 | CoreCap Advisors, LLC | $3,706 | 88 | Added |
| 11 | Versant Capital Management, Inc | $1,390 | 33 | Trimmed |
| 12 | 3 FACTOR INDEXING, LLC | $85 | 2 | Hold |
| 13 | Dynamic Advisor Solutions LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30