The Carlyle Group (CG) Institutional Ownership

$50.46 -0.63 (-1.23%)

(As of 11/15/2024 ET)

Current Institutional Ownership Percentage: 55.88%
Number of Institutional Buyers (last 12 months): 262
Total Institutional Inflows (last 12 months): $1.31B

Number of Institutional Sellers (last 12 months): 190
Total Institutional Outflows (last 12 months): $694.31M

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CG Institutional Buying and Selling by Quarter

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The Carlyle Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/16/2024	Geode Capital Management LLC	3,883,602	$166.84M	0.0%	-1.0%	1.086%
11/15/2024	Public Employees Retirement System of Ohio	79,516	$3.42M	0.0%	-4.7%	0.022%
11/15/2024	Nomura Asset Management Co. Ltd.	67,812	$2.92M	0.0%	-0.4%	0.019%
11/15/2024	Y Intercept Hong Kong Ltd	7,560	$326K	0.0%	-40.4%	0.002%
11/15/2024	MML Investors Services LLC	17,085	$736K	0.0%	+11.0%	0.005%
11/15/2024	XTX Topco Ltd	36,408	$1.57M	0.1%	+54.2%	0.010%
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11/15/2024	National Bank of Canada FI	731,593	$31.50M	0.0%	-4.3%	0.205%
11/15/2024	United Services Automobile Association	13,744	$592K	0.0%	-18.3%	0.004%
11/15/2024	Wellington Management Group LLP	8,320	$358K	0.0%	+32.8%	0.002%
11/15/2024	Worldquant Millennium Advisors LLC	425,774	$18.33M	0.1%	+42.6%	0.119%
11/15/2024	Weiss Asset Management LP	34,855	$1.50M	0.0%	N/A	0.010%
11/15/2024	State Street Corp	7,616,479	$327.97M	0.0%	-1.2%	2.129%
11/15/2024	Stifel Financial Corp	181,152	$7.80M	0.0%	-23.2%	0.051%
11/15/2024	Phase 2 Partners LLC	171,910	$7.40M	4.4%	N/A	0.048%
11/15/2024	Prana Capital Management LP	384,327	$16.55M	0.8%	-39.7%	0.107%
11/15/2024	Intrepid Capital Management Inc.	15,018	$647K	0.4%	+9.3%	0.004%
11/15/2024	Integrated Wealth Concepts LLC	5,489	$236K	0.0%	-6.8%	0.002%
11/15/2024	Investment Management Corp of Ontario	7,709	$332K	0.0%	+48.0%	0.002%
11/15/2024	Janus Henderson Group PLC	18,994	$818K	0.0%	+116.0%	0.005%
11/15/2024	HighTower Advisors LLC	39,421	$1.70M	0.0%	+1.1%	0.011%
11/15/2024	Hilltop Holdings Inc.	42,171	$1.82M	0.1%	+71.2%	0.012%
11/15/2024	Holocene Advisors LP	432,585	$18.63M	0.1%	+17.6%	0.121%
11/15/2024	Centiva Capital LP	19,829	$854K	0.0%	N/A	0.006%
11/15/2024	Cinctive Capital Management LP	68,221	$2.94M	0.2%	N/A	0.019%
11/15/2024	Benjamin Edwards Inc.	18,011	$775K	0.0%	+2,584.2%	0.005%
11/15/2024	Bamco Inc. NY	1,867,253	$80.40M	0.2%	-3.9%	0.522%
11/15/2024	Paloma Partners Management Co	13,051	$562K	0.0%	N/A	0.004%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	39,032	$1.68M	0.0%	-13.2%	0.011%
11/14/2024	Edgestream Partners L.P.	98,504	$4.24M	0.2%	-38.3%	0.028%
11/14/2024	Caisse DE Depot ET Placement DU Quebec	442,841	$19.07M	0.0%	-0.2%	0.124%
11/14/2024	Verition Fund Management LLC	7,329	$316K	0.0%	N/A	0.002%
11/14/2024	Captrust Financial Advisors	6,980	$301K	0.0%	-43.4%	0.002%
11/14/2024	Rockefeller Capital Management L.P.	693,545	$29.86M	0.1%	-17.7%	0.194%
11/14/2024	Alkeon Capital Management LLC	8,239,907	$354.81M	0.6%	-0.1%	2.304%
11/14/2024	Public Sector Pension Investment Board	30,572	$1.32M	0.0%	-0.6%	0.009%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,405,206	$60.51M	0.0%	+2.7%	0.393%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	94,460	$4.07M	0.0%	+3.6%	0.026%
11/14/2024	MetLife Investment Management LLC	108,824	$4.69M	0.0%	-4.3%	0.030%
11/13/2024	Brooklyn Investment Group	776	$33K	0.0%	N/A	0.000%
11/13/2024	Partners Group Holding AG	435,712	$18.76M	1.3%	-11.7%	0.122%
The only candlestick pattern worth a darn (Ad) It’s widely known that 80% of daily market action is driven by Wall Street algorithms… Now, most people think of the algorithms are “bad” When in reality, they are neither good nor bad… They are simply programmed to buy and sell certain stocks over and over again… But here is the thing… They are predictable… They typically buy the same stocks at the same levels over and over again… Follow this link here and enter your email address to sign up…
11/13/2024	Quantbot Technologies LP	70,564	$3.04M	0.1%	-54.5%	0.020%
11/13/2024	D.A. Davidson & CO.	27,322	$1.18M	0.0%	-1.8%	0.008%
11/13/2024	FMR LLC	4,051,757	$174.47M	0.0%	+72.8%	1.133%
11/13/2024	The Manufacturers Life Insurance Company	492,972	$21.23M	0.0%	+3.9%	0.138%
11/13/2024	Bank of Montreal Can	248,388	$10.83M	0.0%	+1.3%	0.069%
11/13/2024	Dynamic Technology Lab Private Ltd	7,828	$337K	0.0%	-81.1%	0.002%
11/13/2024	Daiwa Securities Group Inc.	17,873	$770K	0.0%	+11.9%	0.005%
11/12/2024	Cerity Partners LLC	71,553	$3.08M	0.0%	+2.1%	0.020%
11/12/2024	Citigroup Inc.	86,749	$3.74M	0.0%	+25.9%	0.024%
11/12/2024	Raymond James Trust N.A.	10,765	$464K	0.0%	+7.0%	0.003%
11/12/2024	Eagle Asset Management Inc.	1,103,987	$47.54M	0.3%	-34.6%	0.310%
11/12/2024	Charles Schwab Investment Management Inc.	1,392,177	$59.95M	0.0%	-1.6%	0.391%
11/12/2024	Massachusetts Financial Services Co. MA	2,107,301	$90.74M	0.0%	+22.8%	0.591%
11/9/2024	Landscape Capital Management L.L.C.	24,611	$1.06M	0.1%	N/A	0.007%
11/8/2024	Moors & Cabot Inc.	8,553	$368K	0.0%	+11.8%	0.002%
11/8/2024	Segall Bryant & Hamill LLC	13,000	$560K	0.0%	N/A	0.004%
11/8/2024	PNC Financial Services Group Inc.	28,593	$1.23M	0.0%	-1.4%	0.008%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	6,150	$265K	0.0%	N/A	0.002%
11/8/2024	LGT Capital Partners LTD.	916,000	$39.44M	1.4%	-5.6%	0.257%
11/7/2024	Whalen Wealth Management Inc.	16,704	$719K	0.5%	N/A	0.005%
11/7/2024	Quest Partners LLC	19,142	$824K	0.1%	+41.3%	0.005%
11/7/2024	AMG National Trust Bank	59,248	$2.55M	0.1%	-39.5%	0.017%
11/7/2024	Thrivent Financial for Lutherans	516,987	$22.26M	0.0%	-67.6%	0.145%
11/6/2024	Mutual of America Capital Management LLC	113,638	$4.89M	0.1%	-8.1%	0.032%
11/6/2024	Natixis Advisors LLC	14,959	$644K	0.0%	-2.9%	0.004%
11/6/2024	Empowered Funds LLC	157,674	$6.79M	0.1%	+443.1%	0.044%
11/6/2024	Royce & Associates LP	76,020	$3.27M	0.0%	-21.8%	0.021%
11/6/2024	CIBC Asset Management Inc	12,183	$525K	0.0%	+4.9%	0.003%
11/6/2024	Sargent Investment Group LLC	283,848	$12.22M	2.2%	+1.4%	0.080%
11/6/2024	KBC Group NV	54,539	$2.35M	0.0%	+1.9%	0.015%
11/6/2024	Kovack Advisors Inc.	9,128	$393K	0.0%	-2.2%	0.003%
11/6/2024	Oppenheimer & Co. Inc.	342,412	$14.74M	0.2%	-14.4%	0.096%
11/5/2024	Victory Capital Management Inc.	39,983	$1.72M	0.0%	-17.3%	0.011%
11/5/2024	Aigen Investment Management LP	20,377	$877K	0.2%	+58.2%	0.006%
11/5/2024	Winslow Asset Management Inc.	132,328	$5.70M	1.1%	+6.5%	0.037%
11/5/2024	Sumitomo Mitsui Trust Group Inc.	501,647	$21.60M	0.0%	+2.1%	0.141%
11/5/2024	OVERSEA CHINESE BANKING Corp Ltd	6,661	$287K	0.0%	+19.9%	0.002%
11/5/2024	Entropy Technologies LP	8,858	$381K	0.0%	N/A	0.002%
11/5/2024	Apollon Wealth Management LLC	22,977	$989K	0.0%	+4.4%	0.006%
11/4/2024	State of New Jersey Common Pension Fund D	86,763	$3.74M	0.0%	-2.9%	0.024%
11/4/2024	Sigma Planning Corp	33,136	$1.43M	0.0%	-1.7%	0.009%
11/1/2024	Atria Investments Inc	19,861	$855K	0.0%	+283.9%	0.006%
11/1/2024	Kerusso Capital Management LLC	67,621	$2.91M	1.9%	+6.4%	0.019%
11/1/2024	Assetmark Inc.	333,003	$14.34M	0.0%	+35.1%	0.093%
11/1/2024	Verdence Capital Advisors LLC	7,819	$337K	0.0%	+5.1%	0.002%
11/1/2024	Equitable Trust Co.	100,178	$4.31M	0.3%	+0.6%	0.028%
11/1/2024	AEGON ASSET MANAGEMENT UK Plc	393,468	$16.94M	0.2%	-1.7%	0.110%
10/31/2024	Western Pacific Wealth Management LP	3,284	$141K	0.1%	+10.6%	0.001%
10/31/2024	Principal Financial Group Inc.	487,506	$20.99M	0.0%	-32.2%	0.135%
10/30/2024	Amalgamated Bank	100,716	$4.34M	0.0%	-7.8%	0.028%
The only candlestick pattern worth a darn (Ad) It’s widely known that 80% of daily market action is driven by Wall Street algorithms… Now, most people think of the algorithms are “bad” When in reality, they are neither good nor bad… They are simply programmed to buy and sell certain stocks over and over again… But here is the thing… They are predictable… They typically buy the same stocks at the same levels over and over again… Follow this link here and enter your email address to sign up…
10/30/2024	Gulf International Bank UK Ltd	17,248	$742K	0.0%	-2.3%	0.005%
10/30/2024	Catalyst Capital Advisors LLC	6,653	$286K	0.0%	+10.9%	0.002%
10/30/2024	QRG Capital Management Inc.	24,445	$1.05M	0.0%	-61.5%	0.007%
10/30/2024	Asset Management One Co. Ltd.	81,760	$3.52M	0.0%	+6.6%	0.023%
10/29/2024	Robeco Institutional Asset Management B.V.	110,606	$4.76M	0.0%	-12.0%	0.031%
10/29/2024	Westbourne Investment Advisors Inc.	5,700	$245K	0.1%	+3.6%	0.002%
10/29/2024	Van ECK Associates Corp	152,697	$6.58M	0.0%	+96.4%	0.042%
10/29/2024	Private Management Group Inc.	704,150	$30.32M	1.1%	+16.8%	0.196%
10/28/2024	Stephens Inc. AR	90,782	$3.91M	0.1%	+14.9%	0.025%
10/28/2024	Deroy & Devereaux Private Investment Counsel Inc.	80,595	$3.47M	0.2%	+0.8%	0.022%

(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, 492 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.09B), Capital World Investors ($940.69M), BlackRock Inc. ($700.15M), Morgan Stanley ($543.63M), William Blair Investment Management LLC ($463.55M), Alkeon Capital Management LLC ($354.81M), and State Street Corp ($327.97M).Learn more on CG's institutional investors.
What percentage of The Carlyle Group stock is owned by institutional investors?: 55.88% of The Carlyle Group stock is owned by institutional investors. Learn more on CG's institutional investor holdings.
Which institutional investors have been buying The Carlyle Group stock?: Of the 414 institutional investors that purchased The Carlyle Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($14.74M), William Blair Investment Management LLC ($9.60M), Ariel Investments LLC ($6.31M), Capital World Investors ($6.08M), Natixis ($5.64M), Goldman Sachs Group Inc. ($3.42M), and BlackRock Inc. ($3.34M).

How much institutional buying is happening at The Carlyle Group?: Institutional investors have bought a total of 99,826,276 shares in the last 24 months. This purchase volume represents approximately $3.45B in transactions.
Which The Carlyle Group major shareholders have been selling company stock?: Of the 262 institutional investors that sold The Carlyle Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($4.17M), Vulcan Value Partners LLC ($3.27M), Vanguard Group Inc. ($2.95M), National Bank of Canada FI ($2.87M), Morgan Stanley ($1.54M), Ariel Investments LLC ($1.50M), and Thrivent Financial for Lutherans ($1.14M).
How much institutional selling is happening at The Carlyle Group?: Institutional investors have sold a total of 34,303,559 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.

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This page (NASDAQ:CG) was last updated on 11/17/2024 by MarketBeat.com Staff

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The Carlyle Group (CG) Institutional Ownership

CG Institutional Buying and Selling by Quarter

The Carlyle Group Major Shareholders & Ownership History

CG Institutional Ownership - Frequently Asked Questions

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The Carlyle Group (CG) Institutional Ownership

Institutional Ownership Changes (13F Filings) for The Carlyle Group (NASDAQ:CG)

CG Institutional Buying and Selling by Quarter

The Carlyle Group Major Shareholders & Ownership History

CG Institutional Ownership - Frequently Asked Questions

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