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CGABL

CGABL

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
242
Partial Q3 2026
Total 13F value
$504.7M
Filed positions so far
New positions
32
This quarter
Sold positions
23
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Markel Group

$52.6M1.33M0.40%Unchanged

Tanager Wealth Management Llp

$37.5M745.6K3.12%-23.1%

Deprince Race & Zollo Inc

$25M630.8K0.44%+12.2%

Principal Financial Group Inc

$24M605.6K0.01%+2.9%

Assetmark, Inc

$20.4M513.4K0.03%-2.7%

Sumitomo Mitsui Trust Group, Inc.

$20.2M509.9K0.01%-1.8%

Franklin Street Advisors Inc /Nc

$18.1M456.7K1.00%-18.5%

Signal Advisors Wealth, Llc

$16.6M330.1K0.73%+7.1%

Diversify Wealth Management, Llc

$15.6M313.4K0.23%-9.7%

Diversify Advisory Services, Llc

$15.6M313.4K0.23%-9.7%

Total Investment Management Inc

$14.8M294.2K1.44%-73.3%

Pacific Sage Partners, Llc

$14.6M291.5K1.90%New Position

Ecio, Inc.

$13.9M276.6K4.80%+53.4%

Evergreen Capital Management Llc

$13.2M262.0K0.23%-13.2%

Argent Capital Management Llc

$10.3M258.6K0.33%-3.3%

Laurel Wealth Advisors Llc

$9M179.0K0.84%+7.3%

Oppenheimer & Co Inc

$8.6M215.9K0.09%-1.3%

Galvin, Gaustad & Stein, Llc

$6.7M169.3K0.51%-18.4%

Encompass More Asset Management

$6.7M132.6K0.94%-34.9%

North Forty Two & Co.

$6.1M121.9K5.06%+1.9%

Sound Income Strategies, Llc

$5M129.0K0.22%+1.8%

Amalgamated Bank

$4.7M117.7K0.03%+2.4%

Partners Wealth Management, Llc

$4.6M91.0K0.48%New Position

Kerusso Capital Management Llc

$4.4M109.8K1.42%+10.1%

Bulwark Capital Corp

$4.2M83.2K2.21%-12.1%

Oliver Luxxe Assets Llc

$4M79.9K0.63%+1.1%

New York State Teachers Retirement System

$3.9M97.6K0.01%Unchanged

Asset Management One Co., Ltd.

$3.9M97.5K0.01%-1.5%

Mutual Of America Capital Management Llc

$3.8M96.1K0.04%-0.2%

Td Waterhouse Canada Inc.

$3.6M89.0K0.01%+38.4%

Sigma Planning Corp

$3.5M70.5K0.09%+10.5%

Assenagon Asset Management S.A.

$3.4M85.1K0.00%-67.8%

Curry Webb Wealth Management Llc

$3.3M66.5K0.72%-7.9%

Louisiana State Employees Retirement System

$3.1M78.3K0.05%+4.1%

Measured Risk Portfolios, Inc.

$3.1M61.8K3.31%-4.0%

Strong Retirement Solutions Llc

$2.9M57.5K1.63%+0.6%

Yousif Capital Management, Llc

$2.8M71.0K0.03%-4.3%

Ifm Investors Pty Ltd

$2.5M64.1K0.02%+3.5%

Kbc Group Nv

$2.5M63.8K0.01%-0.2%

Augustine Asset Management Inc

$2.5M62.7K0.54%+1.2%

State Of Michigan Retirement System

$2.5M61.9K0.01%+2.1%

3Edge Asset Management, Lp

$2.4M47.8K0.10%+13.6%

Gfg Capital, Llc

$2.4M60.0K0.62%+15.6%

Fjarde Ap-Fonden /Fourth Swedish National Pension Fund

$2.3M57.3K0.01%-23.4%

Commonwealth Equity Services, Llc

$2.2M55.5K0.00%+3.0%

Blume Capital Management, Inc.

$2.2M44.5K0.33%-8.8%

Oregon Public Employees Retirement Fund

$2.2M54.7K0.02%+2.0%

Sweeney & Michel, Llc

$2.1M41.6K0.56%+11.4%

Fideuram Asset Management (Ireland) Dac

$2M42.1K0.04%+338.9%

Vontobel Holding Ltd.

$2M51.2K0.01%+2.8%

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