Free Trial
→ URGENT: This Altcoin Opportunity Won’t Wait – Act Now (From Crypto Swap Profits) (Ad) Free CG Stock Alerts

The Carlyle Group (CG) Institutional Ownership

The Carlyle Group logo
$51.78 -0.98 (-1.86%)
(As of 05:00 PM ET)
Compare

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

Current
Institutional Ownership
Percentage
55.88%
Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$690.14M
Get CG Insider Trade Alerts

Want to know when executives and insiders are buying or selling The Carlyle Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CG Institutional Buying and Selling by Quarter

The Carlyle Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.12,864$559K0.0%+4.0%0.004%
12/6/2024 Retirement Systems of Alabama255,417$11.00M0.0%-4.2%0.071%
11/29/2024 American Trust4,980$214K0.0%-7.4%0.001%
11/27/2024 Franklin Resources Inc.28,210$1.22M0.0%+145.6%0.008%
11/25/2024 Synovus Financial Corp14,709$633K0.0%-4.3%0.004%
11/25/2024 Tidal Investments LLC4,913$212K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC33,360$1.44M0.0%-10.2%0.009%
11/18/2024 Arete Wealth Advisors LLC11,369$490K0.0%-36.0%0.003%
11/18/2024 Teachers Retirement System of The State of Kentucky70,810$3.05M0.0%-2.6%0.020%
11/18/2024 Toronto Dominion Bank57,801$2.49M0.0%+15.0%0.016%
11/18/2024 Empire Financial Management Company LLC19,000$818K0.3%N/A0.005%
11/16/2024 Geode Capital Management LLC3,883,602$166.84M0.0%-1.0%1.086%
11/15/2024 Public Employees Retirement System of Ohio79,516$3.42M0.0%-4.7%0.022%
11/15/2024 Nomura Asset Management Co. Ltd.67,812$2.92M0.0%-0.4%0.019%
11/15/2024 Y Intercept Hong Kong Ltd7,560$326K0.0%-40.4%0.002%
11/15/2024 MML Investors Services LLC17,085$736K0.0%+11.0%0.005%
11/15/2024 XTX Topco Ltd36,408$1.57M0.1%+54.2%0.010%
11/15/2024 National Bank of Canada FI731,593$31.50M0.0%-4.3%0.205%
11/15/2024 United Services Automobile Association13,744$592K0.0%-18.3%0.004%
11/15/2024 Wellington Management Group LLP8,320$358K0.0%+32.8%0.002%
11/15/2024 Worldquant Millennium Advisors LLC425,774$18.33M0.1%+42.6%0.119%
11/15/2024 Weiss Asset Management LP34,855$1.50M0.0%N/A0.010%
11/15/2024 State Street Corp7,616,479$327.97M0.0%-1.2%2.129%
11/15/2024 Stifel Financial Corp181,152$7.80M0.0%-23.2%0.051%
11/15/2024 Phase 2 Partners LLC171,910$7.40M4.4%N/A0.048%
11/15/2024 Prana Capital Management LP384,327$16.55M0.8%-39.7%0.107%
11/15/2024 Intrepid Capital Management Inc.15,018$647K0.4%+9.3%0.004%
11/15/2024 Integrated Wealth Concepts LLC5,489$236K0.0%-6.8%0.002%
11/15/2024 Investment Management Corp of Ontario7,709$332K0.0%+48.0%0.002%
11/15/2024 Janus Henderson Group PLC18,994$818K0.0%+116.0%0.005%
11/15/2024 HighTower Advisors LLC39,421$1.70M0.0%+1.1%0.011%
11/15/2024 Hilltop Holdings Inc.42,171$1.82M0.1%+71.2%0.012%
11/15/2024 Holocene Advisors LP432,585$18.63M0.1%+17.6%0.121%
11/15/2024 Centiva Capital LP19,829$854K0.0%N/A0.006%
11/15/2024 Cinctive Capital Management LP68,221$2.94M0.2%N/A0.019%
11/15/2024 Benjamin Edwards Inc.18,011$775K0.0%+2,584.2%0.005%
11/15/2024 Bamco Inc. NY1,867,253$80.40M0.2%-3.9%0.522%
11/15/2024 Paloma Partners Management Co13,051$562K0.0%N/A0.004%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp39,032$1.68M0.0%-13.2%0.011%
11/14/2024 Edgestream Partners L.P.98,504$4.24M0.2%-38.3%0.028%
"X-Ray Vision" could find thousands of hidden market opportunities (Ad)

Let me show you how I trade with “X-Ray vision.” You see, most “trend” traders only use one trend filter when looking for an optimal buy signal. And that can be a big mistake because you can’t see if you’re in a “True Trend.” But my newest trading tool is designed to only target the best, most stable stocks… Using 3 trend filters… which are these green, yellow, and red lines.

Just tap here to join the presentation.
11/14/2024 Caisse DE Depot ET Placement DU Quebec442,841$19.07M0.0%-0.2%0.124%
11/14/2024 Verition Fund Management LLC7,329$316K0.0%N/A0.002%
11/14/2024 Captrust Financial Advisors6,980$301K0.0%-43.4%0.002%
11/14/2024 Rockefeller Capital Management L.P.693,545$29.86M0.1%-17.7%0.194%
11/14/2024 Alkeon Capital Management LLC8,239,907$354.81M0.6%-0.1%2.304%
11/14/2024 Public Sector Pension Investment Board30,572$1.32M0.0%-0.6%0.009%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,405,206$60.51M0.0%+2.7%0.393%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank94,460$4.07M0.0%+3.6%0.026%
11/14/2024 MetLife Investment Management LLC108,824$4.69M0.0%-4.3%0.030%
11/13/2024 Brooklyn Investment Group776$33K0.0%N/A0.000%
11/13/2024 Partners Group Holding AG435,712$18.76M1.3%-11.7%0.122%
11/13/2024 Quantbot Technologies LP70,564$3.04M0.1%-54.5%0.020%
11/13/2024 D.A. Davidson & CO.27,322$1.18M0.0%-1.8%0.008%
11/13/2024 FMR LLC4,051,757$174.47M0.0%+72.8%1.133%
11/13/2024 The Manufacturers Life Insurance Company492,972$21.23M0.0%+3.9%0.138%
11/13/2024 Bank of Montreal Can248,388$10.83M0.0%+1.3%0.069%
11/13/2024 Dynamic Technology Lab Private Ltd7,828$337K0.0%-81.1%0.002%
11/13/2024 Daiwa Securities Group Inc.17,873$770K0.0%+11.9%0.005%
11/12/2024 Cerity Partners LLC71,553$3.08M0.0%+2.1%0.020%
11/12/2024 Citigroup Inc.86,749$3.74M0.0%+25.9%0.024%
11/12/2024 Raymond James Trust N.A.10,765$464K0.0%+7.0%0.003%
11/12/2024 Eagle Asset Management Inc.1,103,987$47.54M0.3%-34.6%0.310%
11/12/2024 Charles Schwab Investment Management Inc.1,392,177$59.95M0.0%-1.6%0.391%
11/12/2024 Massachusetts Financial Services Co. MA2,107,301$90.74M0.0%+22.8%0.591%
11/9/2024 Landscape Capital Management L.L.C.24,611$1.06M0.1%N/A0.007%
11/8/2024 Moors & Cabot Inc.8,553$368K0.0%+11.8%0.002%
11/8/2024 Segall Bryant & Hamill LLC13,000$560K0.0%N/A0.004%
11/8/2024 PNC Financial Services Group Inc.28,593$1.23M0.0%-1.4%0.008%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG6,150$265K0.0%N/A0.002%
11/8/2024 LGT Capital Partners LTD.916,000$39.44M1.4%-5.6%0.257%
11/7/2024 Whalen Wealth Management Inc.16,704$719K0.5%N/A0.005%
11/7/2024 Quest Partners LLC19,142$824K0.1%+41.3%0.005%
11/7/2024 AMG National Trust Bank59,248$2.55M0.1%-39.5%0.017%
11/7/2024 Thrivent Financial for Lutherans516,987$22.26M0.0%-67.6%0.145%
11/6/2024 Mutual of America Capital Management LLC113,638$4.89M0.1%-8.1%0.032%
11/6/2024 Natixis Advisors LLC14,959$644K0.0%-2.9%0.004%
11/6/2024 Empowered Funds LLC157,674$6.79M0.1%+443.1%0.044%
11/6/2024 Royce & Associates LP76,020$3.27M0.0%-21.8%0.021%
11/6/2024 CIBC Asset Management Inc12,183$525K0.0%+4.9%0.003%
11/6/2024 Sargent Investment Group LLC283,848$12.22M2.2%+1.4%0.080%
11/6/2024 KBC Group NV54,539$2.35M0.0%+1.9%0.015%
11/6/2024 Kovack Advisors Inc.9,128$393K0.0%-2.2%0.003%
11/6/2024 Oppenheimer & Co. Inc.342,412$14.74M0.2%-14.4%0.096%
11/5/2024 Victory Capital Management Inc.39,983$1.72M0.0%-17.3%0.011%
11/5/2024 Aigen Investment Management LP20,377$877K0.2%+58.2%0.006%
11/5/2024 Winslow Asset Management Inc.132,328$5.70M1.1%+6.5%0.037%
11/5/2024 Sumitomo Mitsui Trust Group Inc.501,647$21.60M0.0%+2.1%0.141%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd6,661$287K0.0%+19.9%0.002%
11/5/2024 Entropy Technologies LP8,858$381K0.0%N/A0.002%
11/5/2024 Apollon Wealth Management LLC22,977$989K0.0%+4.4%0.006%
Is the Trump/Musk duo good for shares of TSLA? (Ad)

If you held shares of Tesla throughout 2024, you know It’s been a year of extreme highs and lows… But according to our one expert, new yearly highs are on the horizon… In his words, Tesla is building momentum like in 2020, especially as Trump supports the EV maker. Which is why we’re emailing you now… You see, most people will simply buy shares of Tesla ahead of the election… But as they say “There is more than one way to skin a cat” In fact, we’ve found another way to play shares of Tesla.

Discover how to trade Tesla, simply follow this link here.
11/4/2024 State of New Jersey Common Pension Fund D86,763$3.74M0.0%-2.9%0.024%
11/4/2024 Sigma Planning Corp33,136$1.43M0.0%-1.7%0.009%
11/1/2024 Atria Investments Inc19,861$855K0.0%+283.9%0.006%
11/1/2024 Kerusso Capital Management LLC67,621$2.91M1.9%+6.4%0.019%
11/1/2024 Assetmark Inc.333,003$14.34M0.0%+35.1%0.093%
11/1/2024 Verdence Capital Advisors LLC7,819$337K0.0%+5.1%0.002%
11/1/2024Equitable Trust Co.100,178$4.31M0.3%+0.6%0.028%
11/1/2024 AEGON ASSET MANAGEMENT UK Plc393,468$16.94M0.2%-1.7%0.110%
10/31/2024 Western Pacific Wealth Management LP3,284$141K0.1%+10.6%0.001%
10/31/2024 Principal Financial Group Inc.487,506$20.99M0.0%-32.2%0.135%
(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 99,580,676 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions.

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

Of the 265 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 34,327,787 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.


Related Companies

This page (NASDAQ:CG) was last updated on 12/17/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Top Picks for Trump’s Pro-Crypto America
Coins Set to Soar with a Pro-Crypto White House President-Elect Donald Trump is reported to be holding over...
Crypto 101 Media | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored