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The Carlyle Group (CG) Institutional Ownership

The Carlyle Group logo
$55.24 +0.97 (+1.79%)
Closing price 04:00 PM Eastern
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$55.22 -0.02 (-0.05%)
As of 04:08 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)
267
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$656.49M
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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
1/17/2025Wesbanco Bank Inc.140,232$7.08M0.2%-12.1%0.039%
1/17/2025Janney Montgomery Scott LLC79,374$4.01M0.0%-1.2%0.022%
1/17/2025SG Americas Securities LLC31,592$1.60M0.0%-10.9%0.009%
1/17/2025Nisa Investment Advisors LLC565$29K0.0%+253.1%0.000%
1/16/2025Harbor Investment Advisory LLC5,500$278K0.0%-8.3%0.002%
1/16/2025Zhang Financial LLC13,833$698K0.0%+8.1%0.004%
1/16/2025Guinness Asset Management LTD13,719$693K0.0%+42.8%0.004%
1/15/2025 Herbst Group LLC41,475$2.09M1.3%+4.9%0.012%
1/15/2025 Triangle Securities Wealth Management7,615$384K0.1%-8.7%0.002%
1/15/2025 HB Wealth Management LLC11,380$575K0.0%+37.2%0.003%
1/15/2025 Arkadios Wealth Advisors20,146$1.02M0.1%N/A0.006%
1/15/2025 Retirement Wealth Solutions LLC1,135$57K0.0%N/A0.000%
1/15/2025 Avanza Fonder AB16,389$827K0.0%N/A0.005%
1/15/2025 Mirador Capital Partners LP4,648$235K0.0%N/A0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.42,956$2.17M0.1%-9.6%0.012%
1/14/2025 Argent Capital Management LLC1,995,109$100.73M2.8%-1.7%0.558%
1/14/2025 Park Avenue Securities LLC8,288$418K0.0%+22.5%0.002%
1/14/2025 Assenagon Asset Management S.A.237,525$11.99M0.0%-11.6%0.066%
1/14/2025 Oak Thistle LLC7,361$372K0.1%N/A0.002%
1/13/2025 Moody National Bank Trust Division28,409$1.43M0.2%-6.3%0.008%
1/13/2025 Wedmont Private Capital4,391$221K0.0%N/A0.001%
1/10/2025 Franklin Street Advisors Inc. NC349,984$17.67M1.2%N/A0.098%
1/10/2025 Wealth Enhancement Advisory Services LLC5,843$295K0.0%-10.7%0.002%
1/8/2025 Sterneck Capital Management LLC6,469$327K0.2%-12.8%0.002%
1/7/2025 Diversified Trust Co40,564$2.05M0.0%-31.9%0.011%
1/3/2025 Everence Capital Management Inc.7,720$390K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC5,463$276K0.0%+10.3%0.002%
12/26/2024JPMorgan Chase & Co.1,919,439$82.65M0.0%+68.1%0.537%
12/19/2024Principal Financial Group Inc.487,506$20.99M0.0%-32.2%0.136%
12/13/2024B. Riley Wealth Advisors Inc.12,864$559K0.0%+4.0%0.004%
12/6/2024Retirement Systems of Alabama255,417$11.00M0.0%-4.2%0.071%
11/29/2024American Trust4,980$214K0.0%-7.4%0.001%
11/27/2024Franklin Resources Inc.28,210$1.22M0.0%+145.6%0.008%
11/25/2024Synovus Financial Corp14,709$633K0.0%-4.3%0.004%
11/25/2024Tidal Investments LLC4,913$212K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC33,360$1.44M0.0%-10.2%0.009%
11/18/2024Arete Wealth Advisors LLC11,369$490K0.0%-36.0%0.003%
11/18/2024Teachers Retirement System of The State of Kentucky70,810$3.05M0.0%-2.6%0.020%
11/18/2024Toronto Dominion Bank57,801$2.49M0.0%+15.0%0.016%
11/18/2024Empire Financial Management Company LLC19,000$818K0.3%N/A0.005%
11/16/2024Geode Capital Management LLC3,883,602$166.84M0.0%-1.0%1.086%
11/15/2024Public Employees Retirement System of Ohio79,516$3.42M0.0%-4.7%0.022%
11/15/2024Nomura Asset Management Co. Ltd.67,812$2.92M0.0%-0.4%0.019%
11/15/2024Y Intercept Hong Kong Ltd7,560$326K0.0%-40.4%0.002%
11/15/2024MML Investors Services LLC17,085$736K0.0%+11.0%0.005%
11/15/2024XTX Topco Ltd36,408$1.57M0.1%+54.2%0.010%
11/15/2024National Bank of Canada FI731,593$31.50M0.0%-4.3%0.205%
11/15/2024United Services Automobile Association13,744$592K0.0%-18.3%0.004%
11/15/2024Wellington Management Group LLP8,320$358K0.0%+32.8%0.002%
11/15/2024Worldquant Millennium Advisors LLC425,774$18.33M0.1%+42.6%0.119%
11/15/2024Weiss Asset Management LP34,855$1.50M0.0%N/A0.010%
11/15/2024State Street Corp7,616,479$327.97M0.0%-1.2%2.129%
11/15/2024Stifel Financial Corp181,152$7.80M0.0%-23.2%0.051%
11/15/2024Phase 2 Partners LLC171,910$7.40M4.4%N/A0.048%
11/15/2024Prana Capital Management LP384,327$16.55M0.8%-39.7%0.107%
11/15/2024Intrepid Capital Management Inc.15,018$647K0.4%+9.3%0.004%
11/15/2024Integrated Wealth Concepts LLC5,489$236K0.0%-6.8%0.002%
11/15/2024Investment Management Corp of Ontario7,709$332K0.0%+48.0%0.002%
11/15/2024Janus Henderson Group PLC18,994$818K0.0%+116.0%0.005%
11/15/2024HighTower Advisors LLC39,421$1.70M0.0%+1.1%0.011%
11/15/2024Hilltop Holdings Inc.42,171$1.82M0.1%+71.2%0.012%
11/15/2024Holocene Advisors LP432,585$18.63M0.1%+17.6%0.121%
11/15/2024Centiva Capital LP19,829$854K0.0%N/A0.006%
11/15/2024Cinctive Capital Management LP68,221$2.94M0.2%N/A0.019%
11/15/2024Benjamin Edwards Inc.18,011$775K0.0%+2,584.2%0.005%
11/15/2024Bamco Inc. NY1,867,253$80.40M0.2%-3.9%0.522%
11/15/2024Paloma Partners Management Co13,051$562K0.0%N/A0.004%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp39,032$1.68M0.0%-13.2%0.011%
11/14/2024Edgestream Partners L.P.98,504$4.24M0.2%-38.3%0.028%
11/14/2024Caisse DE Depot ET Placement DU Quebec442,841$19.07M0.0%-0.2%0.124%
11/14/2024Verition Fund Management LLC7,329$316K0.0%N/A0.002%
11/14/2024Captrust Financial Advisors6,980$301K0.0%-43.4%0.002%
11/14/2024Rockefeller Capital Management L.P.693,545$29.86M0.1%-17.7%0.194%
11/14/2024Alkeon Capital Management LLC8,239,907$354.81M0.6%-0.1%2.304%
11/14/2024Public Sector Pension Investment Board30,572$1.32M0.0%-0.6%0.009%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,405,206$60.51M0.0%+2.7%0.393%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank94,460$4.07M0.0%+3.6%0.026%
11/14/2024MetLife Investment Management LLC108,824$4.69M0.0%-4.3%0.030%
11/13/2024 Brooklyn Investment Group776$33K0.0%N/A0.000%
11/13/2024Partners Group Holding AG435,712$18.76M1.3%-11.7%0.122%
11/13/2024Quantbot Technologies LP70,564$3.04M0.1%-54.5%0.020%
11/13/2024D.A. Davidson & CO.27,322$1.18M0.0%-1.8%0.008%
11/13/2024FMR LLC4,051,757$174.47M0.0%+72.8%1.133%
11/13/2024The Manufacturers Life Insurance Company492,972$21.23M0.0%+3.9%0.138%
11/13/2024Bank of Montreal Can248,388$10.83M0.0%+1.3%0.069%
11/13/2024Dynamic Technology Lab Private Ltd7,828$337K0.0%-81.1%0.002%
11/13/2024Daiwa Securities Group Inc.17,873$770K0.0%+11.9%0.005%
11/12/2024Cerity Partners LLC71,553$3.08M0.0%+2.1%0.020%
11/12/2024Citigroup Inc.86,749$3.74M0.0%+25.9%0.024%
11/12/2024Raymond James Trust N.A.10,765$464K0.0%+7.0%0.003%
11/12/2024Eagle Asset Management Inc.1,103,987$47.54M0.3%-34.6%0.310%
11/12/2024Charles Schwab Investment Management Inc.1,392,177$59.95M0.0%-1.6%0.391%
11/12/2024Massachusetts Financial Services Co. MA2,107,301$90.74M0.0%+22.8%0.591%
11/9/2024Landscape Capital Management L.L.C.24,611$1.06M0.1%N/A0.007%
11/8/2024Moors & Cabot Inc.8,553$368K0.0%+11.8%0.002%
11/8/2024Segall Bryant & Hamill LLC13,000$560K0.0%N/A0.004%
11/8/2024PNC Financial Services Group Inc.28,593$1.23M0.0%-1.4%0.008%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG6,150$265K0.0%N/A0.002%
11/8/2024LGT Capital Partners LTD.916,000$39.44M1.4%-5.6%0.257%
11/7/2024Whalen Wealth Management Inc.16,704$719K0.5%N/A0.005%
(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, 496 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 419 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 100,747,831 shares in the last 24 months. This purchase volume represents approximately $3.50B in transactions.

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

Of the 267 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: Vulcan Value Partners LLC ($3.27M), Vanguard Group Inc. ($2.95M), National Bank of Canada FI ($2.87M), Assenagon Asset Management S.A. ($2.08M), 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 32,499,035 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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This page (NASDAQ:CG) was last updated on 1/17/2025 by MarketBeat.com Staff
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