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The Carlyle Group (CG) Institutional Ownership

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$49.86 -2.15 (-4.13%)
Closing price 04:00 PM Eastern
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$49.95 +0.09 (+0.18%)
As of 07:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for The Carlyle Group (NASDAQ:CG)

Current
Institutional Ownership
Percentage
55.88%
Number of
Institutional Buyers
(last 12 months)
349
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$1.16B
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CG Institutional Buying and Selling by Quarter

The Carlyle Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025 Forum Financial Management LP6,540$330K0.0%N/A0.002%
2/19/2025 Toronto Dominion Bank46,016$2.32M0.0%-20.4%0.013%
2/19/2025 Public Employees Retirement System of Ohio75,210$3.80M0.0%-5.4%0.021%
2/18/2025 Sunbelt Securities Inc.2,000$101K0.0%+100.0%0.001%
2/18/2025 Breed s Hill Capital LLC4,000$202K0.1%N/A0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,163,334$58.74M0.0%-17.2%0.325%
2/17/2025 Worldquant Millennium Advisors LLC427,205$21.57M0.1%+0.3%0.119%
2/17/2025 iSAM Funds UK Ltd11,765$594K0.4%N/A0.003%
2/17/2025 Vident Advisory LLC4,958$250K0.0%-9.6%0.001%
2/17/2025 Visionary Wealth Advisors7,153$361K0.0%-4.0%0.002%
2/17/2025 Tidal Investments LLC5,219$264K0.0%+6.2%0.001%
2/17/2025 Toronto Dominion Bank46,016$2.32M0.0%-20.4%0.013%
2/17/2025 Siemens Fonds Invest GmbH1,781$90K0.0%N/A0.000%
2/17/2025 Royal Bank of Canada368,375$18.60M0.0%+2.7%0.103%
2/17/2025 Prana Capital Management LP467,057$23.58M1.1%+21.5%0.131%
2/17/2025 ProShare Advisors LLC9,878$499K0.0%+7.8%0.003%
2/17/2025 Main Street Group LTD568$29K0.0%N/A0.000%
2/17/2025 Nissay Asset Management Corp Japan ADV28,026$1.43M0.0%-1.0%0.008%
2/17/2025 Nomura Holdings Inc.28,002$1.41M0.0%N/A0.008%
2/17/2025 Nuveen Asset Management LLC483,102$24.39M0.0%+5.9%0.135%
2/17/2025 Meketa Capital LLC47,347$2.39M5.4%N/A0.013%
2/17/2025 MJP Associates Inc. ADV4,373$221K0.0%N/A0.001%
2/17/2025 Lazard Asset Management LLC231,598$11.69M0.0%-31.5%0.065%
2/17/2025 LRI Investments LLC633$32K0.0%N/A0.000%
2/17/2025 Investment Management Corp of Ontario6,409$324K0.0%-16.9%0.002%
2/17/2025 Janus Henderson Group PLC15,394$777K0.0%-19.0%0.004%
2/17/2025Jefferies Financial Group Inc.270,612$13.66M0.1%+5,484.2%0.076%
2/17/2025 Focus Partners Wealth4,265$215K0.0%N/A0.001%
2/17/2025 Frontier Capital Management Co. LLC2,455,963$124.00M1.2%+98.8%0.687%
2/17/2025 Coastal Bridge Advisors LLC58,539$2.96M0.7%-12.4%0.016%
2/17/2025 Deutsche Bank AG1,041,816$52.60M0.0%+250.1%0.291%
2/17/2025 Deprince Race & Zollo Inc.402,382$20.32M0.4%-50.8%0.112%
2/17/2025 Cornerstone Select Advisors LLC4,415$223K0.2%N/A0.001%
2/17/2025 Covenant Partners LLC6,129$309K0.1%N/A0.002%
2/17/2025 Cresset Asset Management LLC5,671$286K0.0%-50.5%0.002%
2/17/2025 CastleKnight Management LP77,500$3.91M0.1%+364.1%0.022%
2/17/2025 Cetera Investment Advisers45,085$2.28M0.0%+12.6%0.013%
2/17/2025 Cary Street Partners Financial LLC5,374$271K0.0%N/A0.002%
2/17/2025 Azora Capital LP262,789$13.27M0.6%N/A0.073%
2/17/2025 Brown Advisory Inc.882,176$44.54M0.1%-31.9%0.247%
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2/17/2025 Balyasny Asset Management L.P.1,579,178$79.73M0.1%+24.7%0.442%
2/17/2025 Bank of America Corp DE764,394$38.59M0.0%+4.1%0.214%
2/17/2025 Bearing Point Capital LLC9,570$483K0.1%N/A0.003%
2/17/2025 Benjamin Edwards Inc.23,072$1.17M0.0%+28.1%0.006%
2/17/2025 BNP Paribas Financial Markets83,715$4.23M0.0%N/A0.023%
2/17/2025 Ameriprise Financial Inc.2,237,249$112.96M0.0%+8.1%0.625%
2/17/2025 Alkeon Capital Management LLC5,244,455$264.79M0.5%-36.4%1.466%
2/17/2025 Ariel Investments LLC4,910,736$247.94M2.6%-3.5%1.373%
2/17/2025 AXA S.A.10,718$541K0.0%N/A0.003%
2/17/2025 Absolute Gestao de Investimentos Ltda.44,102$2.23M0.9%-16.6%0.012%
2/14/2025 Meiji Yasuda Life Insurance Co13,600$687K0.0%N/A0.004%
2/14/2025 Mercer Global Advisors Inc. ADV17,306$874K0.0%-35.0%0.005%
2/14/2025 Freestone Grove Partners LP195,259$9.86M0.1%N/A0.055%
2/14/2025 Comerica Bank199,879$10.09M0.0%+101.5%0.056%
2/14/2025 Soros Fund Management LLC459,585$23.20M0.3%N/A0.128%
2/14/2025 Schonfeld Strategic Advisors LLC10,955$553K0.0%-75.0%0.003%
2/14/2025 Northern Trust Corp2,205,181$111.34M0.0%+14.9%0.617%
2/14/2025 The Manufacturers Life Insurance Company 259,071$13.08M0.0%-47.4%0.072%
2/14/2025 Optiver Holding B.V.2,935$148K0.0%+19.9%0.001%
2/14/2025 Quarry LP1,408$71K0.0%N/A0.000%
2/14/2025 Aquatic Capital Management LLC75,569$3.82M0.1%N/A0.021%
2/14/2025 Vulcan Value Partners LLC5,333,596$269.33M4.5%-21.4%1.491%
2/14/2025 Johnson Financial Group Inc.951$48K0.0%N/A0.000%
2/14/2025 Miller Value Partners LLC70,000$3.53M1.5%N/A0.020%
2/14/2025 Empire Financial Management Company LLC43,500$2.20M0.7%+128.9%0.012%
2/14/2025 Voya Investment Management LLC26,623$1.34M0.0%-6.5%0.007%
2/14/2025 Adage Capital Partners GP L.L.C.89,600$4.52M0.0%N/A0.025%
2/14/2025 Sirios Capital Management L P426,764$21.55M3.9%-9.6%0.119%
2/14/2025 Price T Rowe Associates Inc. MD136,185$6.88M0.0%+9.8%0.038%
2/14/2025 Pinebridge Investments L.P.60,767$3.07M0.0%+42.7%0.017%
2/14/2025 Stifel Financial Corp182,419$9.21M0.0%+0.7%0.051%
2/14/2025 State of Tennessee Department of Treasury87,232$4.40M0.0%-2.7%0.024%
2/14/2025 TD Waterhouse Canada Inc.17,621$890K0.0%-21.1%0.005%
2/14/2025 Tower Research Capital LLC TRC 13,105$662K0.0%-38.9%0.004%
2/14/2025 Teachers Retirement System of The State of Kentucky67,580$3.41M0.0%-4.6%0.019%
2/14/2025 MML Investors Services LLC26,097$1.32M0.0%+52.7%0.007%
2/14/2025 Mesirow Institutional Investment Management Inc.81,771$4.13M0.3%-3.5%0.023%
2/14/2025 MetLife Investment Management LLC119,099$6.01M0.0%+9.4%0.033%
2/14/2025 Ossiam3,418$173K0.0%-86.5%0.001%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S36,888$1.86M0.0%+274.9%0.010%
2/14/2025 Capital International Inc. CA 71,254$3.60M0.0%+41.1%0.020%
2/14/2025 Capital World Investors19,778,358$998.61M0.2%+0.3%5.530%
2/14/2025 Dimensional Fund Advisors LP2,260,505$114.13M0.0%-1.7%0.632%
2/14/2025 First Trust Advisors LP41,530$2.10M0.0%+22.6%0.012%
2/14/2025 Forum Financial Management LP6,540$330K0.0%N/A0.002%
2/14/2025 Capital International Investors2,053,464$103.68M0.0%+0.2%0.574%
2/13/2025 CANADA LIFE ASSURANCE Co270,559$13.66M0.0%-4.9%0.076%
2/13/2025 Farringdon Capital Ltd.4,827$244K0.1%N/A0.001%
2/13/2025 Marshall Wace LLP10,062$508K0.0%-99.3%0.003%
2/13/2025 NewEdge Advisors LLC9,278$468K0.0%+87.4%0.003%
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2/13/2025 Bridgewater Associates LP14,308$722K0.0%N/A0.004%
2/13/2025 Belpointe Asset Management LLC12,230$617K0.0%N/A0.003%
2/13/2025 Mariner LLC38,689$1.95M0.0%+3.0%0.011%
2/13/2025 Carson Advisory Inc.15,026$759K0.5%-1.3%0.004%
2/13/2025 O ROURKE & COMPANY Inc17,990$908K0.4%+1.5%0.005%
2/13/2025 Synovus Financial Corp15,621$789K0.0%+6.2%0.004%
2/13/2025 Summit Investment Advisors Inc.42,269$2.13M1.9%-2.0%0.012%
2/13/2025 Fortis Capital Advisors LLC12,230$617K0.2%N/A0.003%
2/13/2025 Rockefeller Capital Management L.P.493,357$24.91M0.1%-28.9%0.138%
2/13/2025 Sterling Capital Management LLC12,976$655K0.0%+54.7%0.004%
(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, 558 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.17B), Capital World Investors ($998.61M), BlackRock Inc. ($700.15M), William Blair Investment Management LLC ($668.99M), Morgan Stanley ($543.63M), Boston Partners ($358.69M), 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 474 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 ($8.53M), Massachusetts Financial Services Co. MA ($6.34M), Capital World Investors ($6.13M), Norges Bank ($4.10M), Goldman Sachs Group Inc. ($3.42M), and Ariel Investments LLC ($3.39M).

How much institutional buying is happening at The Carlyle Group?

Institutional investors have bought a total of 100,516,834 shares in the last 24 months. This purchase volume represents approximately $3.86B in transactions.

Which The Carlyle Group major shareholders have been selling company stock?

Of the 291 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: Alkeon Capital Management LLC ($3.70M), Vulcan Value Partners LLC ($3.13M), Vanguard Group Inc. ($2.95M), National Bank of Canada FI ($2.87M), Assenagon Asset Management S.A. ($2.08M), Ariel Investments LLC ($1.68M), and Morgan Stanley ($1.54M).

How much institutional selling is happening at The Carlyle Group?

Institutional investors have sold a total of 43,099,986 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (NASDAQ:CG) was last updated on 2/21/2025 by MarketBeat.com Staff
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