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CG · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CGV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CG
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterCGV
Q3 20206 holders, $408m55 holders, $62.2bn
Q4 20208 holders, $483m52 holders, $67.1bn
Q1 20217 holders, $765m58 holders, $64.5bn
Q2 20216 holders, $1.1bn52 holders, $69.3bn
Q3 202118 holders, $1.7bn56 holders, $63.6bn
Q4 202115 holders, $1.8bn47 holders, $58.0bn
Q1 202213 holders, $1.4bn59 holders, $61.8bn
Q2 202210 holders, $757m57 holders, $55.2bn
Q3 202210 holders, $593m57 holders, $50.7bn
Q4 20226 holders, $233m54 holders, $59.4bn
Q1 20233 holders, $439m55 holders, $64.0bn
Q2 20235 holders, $671m54 holders, $65.2bn
Q3 20235 holders, $705m55 holders, $61.5bn
Q4 20235 holders, $950m48 holders, $68.6bn
Q1 20247 holders, $1.1bn50 holders, $73.1bn
Q2 20248 holders, $1.0bn45 holders, $69.5bn
Q3 20248 holders, $1.2bn47 holders, $70.5bn
Q4 202410 holders, $1.7bn48 holders, $77.6bn
Q1 20257 holders, $1.8bn43 holders, $83.5bn
Q2 20259 holders, $2.3bn45 holders, $83.4bn
Q3 202510 holders, $3.0bn48 holders, $82.8bn
Q4 20259 holders, $3.2bn49 holders, $86.0bn
Q1 202613 holders, $2.5bn49 holders, $73.3bn
Q2 202610 holders, $1.8bn52 holders, $81.9bn
CG

Carlyle Group Inc

Holders
13
Reported value
$2.5bn
Buyers
18
Sellers
14

Breadth +4 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CG (4)

Brevan Howard Capital Management LP, Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC

Only V (40)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, and 15 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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