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Carlyle Group (CG) Institutional Ownership

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$65.43 +0.67 (+1.03%)
Closing price 04:00 PM Eastern
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$65.44 +0.00 (+0.01%)
As of 04:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carlyle Group (NASDAQ:CG)

Current
Institutional Ownership
Percentage
55.88%
Number of
Institutional Buyers
(last 12 months)
383
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$1.31B
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CG Institutional Buying and Selling by Quarter

Carlyle Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025CW Advisors LLC89,608$4.61M0.0%N/A0.025%
8/13/2025M&T Bank Corp4,835$249K0.0%-6.8%0.001%
8/13/2025Shelton Capital Management7,560$389K0.0%-2.4%0.002%
8/13/2025Stablepoint Partners LLC14,560$748K0.1%+10.5%0.004%
8/13/2025New York State Common Retirement Fund178,395$9.17M0.0%+10.9%0.049%
8/13/2025Schroder Investment Management Group4,486$231K0.0%-74.7%0.001%
8/13/2025Gator Capital Management LLC161,535$8.30M2.6%-0.4%0.045%
8/13/2025Skandinaviska Enskilda Banken AB publ 160,001$8.22M0.0%+1.0%0.044%
8/13/2025Norges Bank2,920,658$150.12M0.0%N/A0.807%
8/13/2025Hsbc Holdings PLC118,623$6.10M0.0%+11.9%0.033%
8/13/2025Northwestern Mutual Wealth Management Co.96,226$4.95M0.0%+9.5%0.027%
8/13/2025State Board of Administration of Florida Retirement System150,498$7.74M0.0%+1.5%0.042%
8/13/2025Korea Investment CORP221,196$11.37M0.0%+55.6%0.061%
8/13/2025Baltimore Washington Financial Advisors Inc.3,949$203K0.0%N/A0.001%
8/13/2025Russell Investments Group Ltd.1,039,702$53.44M0.1%+1.3%0.287%
8/12/2025J.W. Cole Advisors Inc.10,703$550K0.0%-2.3%0.003%
8/12/2025 Boston Partners6,791,541$349.23M0.4%-1.9%1.881%
8/12/2025Elo Mutual Pension Insurance Co26,879$1.38M0.0%+7.0%0.007%
8/12/2025Advisors Asset Management Inc.6,726$346K0.0%N/A0.002%
8/12/2025Edmond DE Rothschild Holding S.A.12,941$665K0.0%-93.3%0.004%
8/12/2025Steward Partners Investment Advisory LLC42,103$2.16M0.0%-1.6%0.012%
8/12/2025Eisler Capital Management Ltd.387,187$19.91M0.1%N/A0.107%
8/12/2025Prudential Financial Inc.69,561$3.52M0.0%+257.3%0.019%
8/12/2025Cornerstone Select Advisors LLC4,415$227K0.2%N/A0.001%
8/12/2025American Century Companies Inc.141,068$7.25M0.0%+104.8%0.039%
8/12/2025Private Management Group Inc.940,870$48.36M1.6%+6.6%0.261%
8/12/2025AXQ Capital LP20,570$1.06M0.3%+118.4%0.006%
8/12/2025Franklin Resources Inc.52,384$2.69M0.0%-2.9%0.015%
8/12/2025Journey Strategic Wealth LLC18,240$938K0.0%+40.3%0.005%
8/12/2025Brandywine Global Investment Management LLC212,902$10.94M0.1%-2.4%0.059%
8/12/2025Legal & General Group Plc3,366,980$173.06M0.0%+8.0%0.932%
8/12/2025JPMorgan Chase & Co.1,058,721$54.42M0.0%+1.2%0.293%
8/12/2025DNB Asset Management AS305,430$15.70M0.1%-5.6%0.085%
8/12/2025Handelsbanken Fonder AB51,300$2.64M0.0%-10.5%0.014%
8/12/2025Ensign Peak Advisors Inc65,292$3.36M0.0%-3.0%0.018%
8/11/2025 TD Waterhouse Canada Inc.18,275$965K0.0%+8.3%0.005%
8/11/2025 Vanguard Group Inc.24,719,581$1.27B0.0%+1.8%6.845%
8/11/2025 Nomura Asset Management Co. Ltd.88,795$4.56M0.0%+5.5%0.025%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH80,834$4.16M0.0%-43.2%0.022%
8/8/2025 Rockefeller Capital Management L.P.487,243$25.04M0.1%+0.7%0.135%
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8/8/2025 LGT Capital Partners LTD.764,000$39.27M1.7%-6.5%0.212%
8/8/2025 MJP Associates Inc. ADV5,864$301K0.0%+10.9%0.002%
8/8/2025 Cetera Investment Advisers61,721$3.17M0.0%+21.3%0.017%
8/8/2025 Thoroughbred Financial Services LLC13,663$702K0.0%-17.4%0.004%
8/8/2025 Creative Planning19,976$1.03M0.0%+31.8%0.006%
8/8/2025 SG Americas Securities LLC8,310$427K0.0%-96.6%0.002%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS54,744$2.81M0.0%+8.5%0.015%
8/8/2025 Massachusetts Financial Services Co. MA7,138,859$366.94M0.1%+4.6%1.977%
8/8/2025 Breed s Hill Capital LLC4,000$206K0.1%N/A0.001%
8/8/2025 Police & Firemen s Retirement System of New Jersey99,739$5.13M0.0%+25.4%0.028%
8/8/2025 Geode Capital Management LLC4,284,894$219.58M0.0%+5.6%1.186%
8/8/2025 PNC Financial Services Group Inc.34,163$1.76M0.0%+13.9%0.009%
8/8/2025 Forsta AP Fonden94,700$4.87M0.0%+65.8%0.026%
8/8/2025 KBC Group NV82,846$4.26M0.0%+35.2%0.023%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp137,454$7.07M0.0%+37.7%0.038%
8/8/2025 National Pension Service3,828$197K0.0%+340.5%0.001%
8/8/2025 Westbourne Investment Advisors Inc.6,100$314K0.1%+7.0%0.002%
8/7/2025 Boston Partners6,791,541$349.23M0.4%-1.9%1.881%
8/7/2025 Allworth Financial LP498$26K0.0%+150.3%0.000%
8/7/2025 BOK Financial Private Wealth Inc.882$45K0.0%-32.2%0.000%
8/7/2025 ProShare Advisors LLC9,453$486K0.0%+5.1%0.003%
8/7/2025 Profund Advisors LLC4,528$233K0.0%-5.4%0.001%
8/7/2025 Amica Retiree Medical Trust3,086$159K0.2%-12.9%0.001%
8/7/2025 Amica Mutual Insurance Co.31,766$1.63M0.2%-9.9%0.009%
8/7/2025 CSM Advisors LLC266,725$13.71M0.4%+7.6%0.074%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.208,132$10.70M0.0%+17.7%0.058%
8/7/2025Aviva PLC9,916$510K0.0%+24.8%0.003%
8/6/2025Summit Investment Advisors Inc.41,522$1.81M1.5%-1.8%0.011%
8/6/2025 SMH Capital Advisors Inc.19,052$979K2.2%-1.9%0.005%
8/6/2025 Savant Capital LLC7,625$392K0.0%N/A0.002%
8/6/2025 Texas Yale Capital Corp.96,699$4.97M0.2%+0.9%0.027%
8/6/2025 Twin Capital Management Inc.50,137$2.58M0.3%+3.4%0.014%
8/6/2025 Andra AP fonden54,000$2.78M0.0%-56.9%0.015%
8/6/2025 Resona Asset Management Co. Ltd.72,682$3.73M0.0%+7.8%0.020%
8/6/2025 Atlantic Union Bankshares Corp2,562$130K0.0%N/A0.001%
8/6/2025 Moors & Cabot Inc.11,029$567K0.0%+2.1%0.003%
8/5/2025 Cassaday & Co Wealth Management LLC5,363$276K0.0%N/A0.001%
8/5/2025 NewSquare Capital LLC667$34K0.0%-23.6%0.000%
8/5/2025 Bank of New York Mellon Corp2,264,675$116.40M0.0%-0.5%0.627%
8/5/2025 Wellington Shields Capital Management LLC89,452$4.60M0.8%+11.0%0.025%
8/5/2025 Garrison Bradford & Associates Inc.18,943$974K1.1%+25.5%0.005%
8/5/2025 Bank of Montreal Can211,607$10.88M0.0%-1.6%0.059%
8/5/2025 State of Michigan Retirement System51,200$2.63M0.0%+1.4%0.014%
8/5/2025 Carson Advisory Inc.20,726$1.07M0.7%+12.5%0.006%
8/5/2025 Tredje AP fonden36,007$1.85M0.0%+111.6%0.010%
8/4/2025 Kovack Advisors Inc.9,012$463K0.0%+13.3%0.002%
8/4/2025 Strs Ohio31,570$1.62M0.0%+8.9%0.009%
8/4/2025 Amalgamated Bank100,436$5.16M0.0%+3.3%0.028%
8/4/2025 Atria Investments Inc23,605$1.21M0.0%-8.1%0.007%
8/4/2025 Carret Asset Management LLC10,915$561K0.1%-2.5%0.003%
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8/4/2025 Retirement Systems of Alabama260,420$13.39M0.0%+1.4%0.072%
8/4/2025 Assetmark Inc.523,748$26.92M0.1%+16.2%0.145%
8/4/2025 Hantz Financial Services Inc.1,703$88K0.0%+2,560.9%0.000%
8/4/2025 Arkadios Wealth Advisors17,647$907K0.0%-3.0%0.005%
8/4/2025 Daymark Wealth Partners LLC18,909$972K0.0%+88.8%0.005%
8/1/2025 Zhang Financial LLC26,608$1.37M0.1%+30.9%0.007%
8/1/2025 New York Life Investment Management LLC23,721$1.22M0.0%-4.5%0.007%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund50,265$2.58M0.0%+20.4%0.014%
8/1/2025 SYM FINANCIAL Corp12,985$667K0.1%-13.5%0.004%
8/1/2025 Guinness Asset Management LTD12,417$638K0.0%+2.4%0.003%
(Data available from 1/1/2016 forward)

CG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CG shares?

During the previous two years, 568 institutional investors and hedge funds held shares of Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), Capital World Investors ($998.61M), Morgan Stanley ($543.63M), William Blair Investment Management LLC ($511.40M), Massachusetts Financial Services Co. MA ($366.94M), Boston Partners ($349.23M), and State Street Corp ($327.97M).Learn more on Carlyle Group's institutional investors.

What percentage of Carlyle Group's stock is owned by institutional investors?

55.88% of Carlyle Group's stock is owned by institutional investors. Learn more on CG's institutional investor holdings.

Which institutional investors have been buying Carlyle Group's stock?

Of the 497 institutional investors that purchased Carlyle Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($7.13M), Norges Bank ($7.02M), William Blair Investment Management LLC ($6.02M), Goldman Sachs Group Inc. ($3.76M), Vanguard Group Inc. ($3.50M), Ariel Investments LLC ($3.39M), and Capital International Investors ($3.04M).

How much institutional buying is happening at Carlyle Group?

Institutional investors have bought a total of 37,786,601 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Which of Carlyle Group's major shareholders have been selling company stock?

Of the 251 institutional investors that sold Carlyle Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alkeon Capital Management LLC ($3.00M), William Blair Investment Management LLC ($2.22M), Vulcan Value Partners LLC ($1.90M), FMR LLC ($1.50M), Beutel Goodman & Co Ltd. ($1.45M), Marshall Wace LLP ($1.36M), and Thrivent Financial for Lutherans ($1.20M).

How much institutional selling is happening at Carlyle Group?

Institutional investors have sold a total of 27,250,805 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.



This page (NASDAQ:CG) was last updated on 8/13/2025 by MarketBeat.com Staff
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