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The Carlyle Group (CG) Institutional Ownership

The Carlyle Group logo
$36.59 +0.36 (+0.99%)
As of 04/14/2025 04:00 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)
345
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$1.17B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC75,209$3.28M0.0%-2.1%0.021%
4/14/2025Farther Finance Advisors LLC973$43K0.0%+117.2%0.000%
4/14/2025Daymark Wealth Partners LLC10,014$437K0.0%+106.8%0.003%
4/14/2025Wesbanco Bank Inc.177,891$7.75M0.3%+26.9%0.049%
4/14/2025Park Avenue Securities LLC11,303$493K0.0%+36.4%0.003%
4/14/2025Wedmont Private Capital5,635$246K0.0%+28.3%0.002%
4/14/2025UMB Bank n.a.3,445$150K0.0%-29.2%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.31,018$1.35M0.1%-27.8%0.009%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc221,411$9.65M0.1%-41.6%0.061%
4/10/2025 Whipplewood Advisors LLC572$25K0.0%+5,100.0%0.000%
4/9/2025 Harbor Investment Advisory LLC5,000$218K0.0%-9.1%0.001%
4/8/2025 Rhumbline Advisers603,895$26.32M0.0%-0.3%0.167%
4/8/2025 Sterneck Capital Management LLC10,469$456K0.2%+61.8%0.003%
4/7/2025 GAMMA Investing LLC273,048$11.90M0.0%+4,898.1%0.076%
4/4/2025 Moody National Bank Trust Division27,971$1.22M0.1%-1.5%0.008%
3/24/2025Wellington Management Group LLP8,664$437K0.0%+4.1%0.002%
3/18/2025California State Teachers Retirement System295,531$14.92M0.0%-17.6%0.082%
3/17/2025Wealth Enhancement Advisory Services LLC5,318$269K0.0%-18.7%0.001%
3/14/2025Lansforsakringar Fondforvaltning AB publ 74,221$3.75M0.0%N/A0.021%
3/4/2025Siemens Fonds Invest GmbH1,781$90K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.12,332$623K0.0%-4.1%0.003%
2/22/2025American Trust5,320$269K0.0%+6.8%0.001%
2/20/2025Forum Financial Management LP6,540$330K0.0%N/A0.002%
2/19/2025Toronto Dominion Bank46,016$2.32M0.0%-20.4%0.013%
2/19/2025Public Employees Retirement System of Ohio75,210$3.80M0.0%-5.4%0.021%
2/18/2025Sunbelt Securities Inc.2,000$101K0.0%+100.0%0.001%
2/18/2025Breed s Hill Capital LLC4,000$202K0.1%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,163,334$58.74M0.0%-17.2%0.325%
2/17/2025Worldquant Millennium Advisors LLC427,205$21.57M0.1%+0.3%0.119%
2/17/2025iSAM Funds UK Ltd11,765$594K0.4%N/A0.003%
2/17/2025Vident Advisory LLC4,958$250K0.0%-9.6%0.001%
2/17/2025Visionary Wealth Advisors7,153$361K0.0%-4.0%0.002%
2/17/2025Tidal Investments LLC5,219$264K0.0%+6.2%0.001%
2/17/2025Toronto Dominion Bank46,016$2.32M0.0%-20.4%0.013%
2/17/2025Siemens Fonds Invest GmbH1,781$90K0.0%N/A0.000%
2/17/2025Royal Bank of Canada368,375$18.60M0.0%+2.7%0.103%
2/17/2025Prana Capital Management LP467,057$23.58M1.1%+21.5%0.131%
2/17/2025ProShare Advisors LLC9,878$499K0.0%+7.8%0.003%
2/17/2025Main Street Group LTD568$29K0.0%N/A0.000%
2/17/2025Nissay Asset Management Corp Japan ADV28,026$1.43M0.0%-1.0%0.008%
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2/17/2025Nomura Holdings Inc.28,002$1.41M0.0%N/A0.008%
2/17/2025Nuveen Asset Management LLC483,102$24.39M0.0%+5.9%0.135%
2/17/2025Meketa Capital LLC47,347$2.39M5.4%N/A0.013%
2/17/2025MJP Associates Inc. ADV4,373$221K0.0%N/A0.001%
2/17/2025Lazard Asset Management LLC231,598$11.69M0.0%-31.5%0.065%
2/17/2025LRI Investments LLC633$32K0.0%N/A0.000%
2/17/2025Investment Management Corp of Ontario6,409$324K0.0%-16.9%0.002%
2/17/2025Janus 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%
2/17/2025Focus Partners Wealth4,265$215K0.0%N/A0.001%
2/17/2025Frontier Capital Management Co. LLC2,455,963$124.00M1.2%+98.8%0.687%
2/17/2025Coastal Bridge Advisors LLC58,539$2.96M0.7%-12.4%0.016%
2/17/2025Deutsche Bank AG1,041,816$52.60M0.0%+250.1%0.291%
2/17/2025Deprince Race & Zollo Inc.402,382$20.32M0.4%-50.8%0.112%
2/17/2025Cornerstone Select Advisors LLC4,415$223K0.2%N/A0.001%
2/17/2025Covenant Partners LLC6,129$309K0.1%N/A0.002%
2/17/2025Cresset Asset Management LLC5,671$286K0.0%-50.5%0.002%
2/17/2025CastleKnight Management LP77,500$3.91M0.1%+364.1%0.022%
2/17/2025Cetera Investment Advisers45,085$2.28M0.0%+12.6%0.013%
2/17/2025Cary Street Partners Financial LLC5,374$271K0.0%N/A0.002%
2/17/2025Azora Capital LP262,789$13.27M0.6%N/A0.073%
2/17/2025Brown Advisory Inc.882,176$44.54M0.1%-31.9%0.247%
2/17/2025Balyasny Asset Management L.P.1,579,178$79.73M0.1%+24.7%0.442%
2/17/2025Bank of America Corp DE764,394$38.59M0.0%+4.1%0.214%
2/17/2025Bearing Point Capital LLC9,570$483K0.1%N/A0.003%
2/17/2025Benjamin Edwards Inc.23,072$1.17M0.0%+28.1%0.006%
2/17/2025BNP Paribas Financial Markets83,715$4.23M0.0%N/A0.023%
2/17/2025Ameriprise Financial Inc.2,237,249$112.96M0.0%+8.1%0.625%
2/17/2025Alkeon Capital Management LLC5,244,455$264.79M0.5%-36.4%1.466%
2/17/2025Ariel Investments LLC4,910,736$247.94M2.6%-3.5%1.373%
2/17/2025AXA S.A.10,718$541K0.0%N/A0.003%
2/17/2025Absolute Gestao de Investimentos Ltda.44,102$2.23M0.9%-16.6%0.012%
2/14/2025Meiji Yasuda Life Insurance Co13,600$687K0.0%N/A0.004%
2/14/2025Mercer Global Advisors Inc. ADV17,306$874K0.0%-35.0%0.005%
2/14/2025Freestone Grove Partners LP195,259$9.86M0.1%N/A0.055%
2/14/2025Comerica Bank199,879$10.09M0.0%+101.5%0.056%
2/14/2025Soros Fund Management LLC459,585$23.20M0.3%N/A0.128%
2/14/2025Schonfeld Strategic Advisors LLC10,955$553K0.0%-75.0%0.003%
2/14/2025Northern Trust Corp2,205,181$111.34M0.0%+14.9%0.617%
2/14/2025The Manufacturers Life Insurance Company 259,071$13.08M0.0%-47.4%0.072%
2/14/2025Optiver Holding B.V.2,935$148K0.0%+19.9%0.001%
2/14/2025Quarry LP1,408$71K0.0%N/A0.000%
2/14/2025Aquatic Capital Management LLC75,569$3.82M0.1%N/A0.021%
2/14/2025Vulcan Value Partners LLC5,333,596$269.33M4.5%-21.4%1.491%
2/14/2025Johnson Financial Group Inc.951$48K0.0%N/A0.000%
2/14/2025Miller Value Partners LLC70,000$3.53M1.5%N/A0.020%
2/14/2025Empire Financial Management Company LLC43,500$2.20M0.7%+128.9%0.012%
2/14/2025Voya Investment Management LLC26,623$1.34M0.0%-6.5%0.007%
2/14/2025Adage Capital Partners GP L.L.C.89,600$4.52M0.0%N/A0.025%
2/14/2025Sirios Capital Management L P426,764$21.55M3.9%-9.6%0.119%
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2/14/2025Price T Rowe Associates Inc. MD136,185$6.88M0.0%+9.8%0.038%
2/14/2025Pinebridge Investments L.P.60,767$3.07M0.0%+42.7%0.017%
2/14/2025Stifel Financial Corp182,419$9.21M0.0%+0.7%0.051%
2/14/2025State of Tennessee Department of Treasury87,232$4.40M0.0%-2.7%0.024%
2/14/2025TD Waterhouse Canada Inc.17,621$890K0.0%-21.1%0.005%
2/14/2025Tower Research Capital LLC TRC 13,105$662K0.0%-38.9%0.004%
2/14/2025Teachers Retirement System of The State of Kentucky67,580$3.41M0.0%-4.6%0.019%
2/14/2025MML Investors Services LLC26,097$1.32M0.0%+52.7%0.007%
2/14/2025Mesirow Institutional Investment Management Inc.81,771$4.13M0.3%-3.5%0.023%
2/14/2025MetLife Investment Management LLC119,099$6.01M0.0%+9.4%0.033%
(Data available from 1/1/2016 forward)

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CG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CG shares?

During the previous two years, 560 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 473 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 97,403,527 shares in the last 24 months. This purchase volume represents approximately $3.77B in transactions.

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

Of the 290 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), Assenagon Asset Management S.A. ($2.08M), National Bank of Canada FI ($1.78M), 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 42,030,209 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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This page (NASDAQ:CG) was last updated on 4/15/2025 by MarketBeat.com Staff
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