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The Carlyle Group (CG) Institutional Ownership

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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)
260
Total
Institutional Inflows
(last 12 months)
$2.08B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$590.26M
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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
5/1/2024Janney Montgomery Scott LLC81,712$3.83M0.0%+1.5%0.023%
5/1/2024Mirae Asset Global Investments Co. Ltd.12,099$568K0.0%-17.6%0.003%
5/1/2024 Diversify Advisory Services LLC5,523$256K0.0%N/A0.002%
5/1/2024 Private Advisor Group LLC8,507$399K0.0%+43.8%0.002%
4/30/2024 Retirement Systems of Alabama271,841$12.75M0.0%+0.3%0.075%
4/30/2024 Norden Group LLC15,444$724K0.1%N/A0.004%
4/30/2024 SpiderRock Advisors LLC500,040$22.51M0.6%N/A0.138%
4/30/2024 Argent Capital Management LLC2,084,751$97.80M2.9%+3.4%0.576%
4/30/2024 Stock Yards Bank & Trust Co.4,800$225K0.0%N/A0.001%
4/29/2024Commonwealth Equity Services LLC237,285$11.13M0.0%+152.3%0.066%
4/29/2024 Principal Financial Group Inc.907,113$42.55M0.0%+14.2%0.251%
4/29/2024 Benjamin F. Edwards & Company Inc.12,678$595K0.0%+13.1%0.004%
4/29/2024 Sierra Capital LLC27,996$1.31M0.2%-61.5%0.008%
4/27/2024 Riverwater Partners LLC21,761$1.02M0.8%+1.1%0.006%
4/26/2024 Securian Asset Management Inc.17,802$835K0.0%-2.3%0.005%
4/26/2024 Yousif Capital Management LLC101,033$4.74M0.1%-2.2%0.028%
4/26/2024 Augustine Asset Management Inc.62,525$2.93M1.2%+1.3%0.017%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.42,385$1.99M0.1%N/A0.012%
4/26/2024 SYSTM Wealth Solutions LLC719$34K0.0%N/A0.000%
4/26/2024 Tritonpoint Wealth LLC11,180$524K0.1%-34.9%0.003%
4/25/2024 New York State Teachers Retirement System46,146$2.17M0.0%+39.2%0.013%
4/25/2024 Bank of New York Mellon Corp2,672,208$125.35M0.0%-2.1%0.738%
4/25/2024 Equitable Trust Co.100,623$4.72M0.3%-3.5%0.028%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 72,523$3.40M0.0%-23.7%0.020%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund93,865$4.40M0.0%-5.0%0.026%
4/24/2024 Polaris Capital Management LLC797,200$37.40M1.9%+20.8%0.220%
4/24/2024 Zhang Financial LLC12,928$606K0.0%-9.2%0.004%
4/24/2024 SOL Capital Management CO135,330$6.35M0.8%+3.8%0.037%
4/24/2024 Simplicity Wealth LLC42,334$1.99M0.0%N/A0.012%
4/24/2024 Assenagon Asset Management S.A.137,311$6.44M0.0%+608.9%0.038%
4/23/2024 Global Retirement Partners LLC846$40K0.0%+41.2%0.000%
4/23/2024 Louisiana State Employees Retirement System62,300$2.92M0.1%+2.5%0.017%
4/23/2024 Amalgamated Bank117,999$5.54M0.0%-18.0%0.033%
4/23/2024 Fifth Third Bancorp2,442$115K0.0%+11.5%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.102,585$4.81M0.0%-2.9%0.028%
4/22/2024 Raymond James & Associates517,276$24.27M0.0%+17.1%0.143%
4/22/2024 IFM Investors Pty Ltd46,829$2.20M0.0%+0.6%0.013%
4/19/2024 Kovack Advisors Inc.9,313$437K0.1%-14.2%0.003%
4/19/2024 Norden Group LLC15,444$724K0.0%N/A0.004%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.503,525$23.62M0.0%+1.0%0.139%
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4/19/2024 Handelsinvest Investeringsforvaltning7,999$375K0.2%-34.2%0.002%
4/18/2024 State of Michigan Retirement System53,200$2.50M0.0%+2.5%0.015%
4/18/2024 Allspring Global Investments Holdings LLC11,207$526K0.0%+4.7%0.003%
4/18/2024 O ROURKE & COMPANY Inc16,241$762K0.4%+10.9%0.004%
4/18/2024 Diversified Trust Co59,728$2.80M0.1%+15.2%0.016%
4/18/2024 Mirador Capital Partners LP4,666$219K0.0%N/A0.001%
4/17/2024 Hennion & Walsh Asset Management Inc.34,588$1.62M0.1%+28.4%0.010%
4/16/2024 KRS Capital Management LLC5,120$240K0.2%-24.5%0.001%
4/16/2024 Jessup Wealth Management Inc162,670$7.63M3.3%N/A0.045%
4/15/2024 Investment Partners Asset Management Inc.4,696$220K0.2%N/A0.001%
4/15/2024 Atlas Capital Advisors LLC4,125$194K0.0%N/A0.001%
4/13/2024 Parkside Investments LLC10,350$486K0.1%N/A0.003%
4/11/2024 Guinness Asset Management LTD11,601$544K0.0%-3.0%0.003%
4/10/2024 Park Avenue Securities LLC7,452$350K0.0%+13.9%0.002%
4/9/2024 Alaska Permanent Fund Corp67,032$3.14M0.0%-10.7%0.019%
4/5/2024 GAMMA Investing LLC1,156$54K0.0%+22.8%0.000%
4/5/2024 Compass Wealth Management LLC1,215$57K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.29,192$1.19M0.0%+12.1%0.008%
3/15/2024B. Riley Wealth Advisors Inc.12,466$507K0.0%-15.9%0.003%
3/11/2024Vanguard Group Inc.24,876,188$1.01B0.0%+7.6%6.870%
3/1/2024Royal London Asset Management Ltd.64,513$2.63M0.0%+3.3%0.018%
3/1/2024Goldman Sachs Group Inc.2,593,761$105.54M0.0%+194.2%0.716%
2/28/2024American International Group Inc.292,367$11.90M0.0%+16,334.3%0.081%
2/28/2024Abel Hall LLC5,187$211K0.2%N/A0.001%
2/26/2024Virtu Financial LLC15,476$630K0.0%N/A0.004%
2/26/2024Teachers Retirement System of The State of Kentucky76,000$3.09M0.0%N/A0.021%
2/15/2024 Argent Capital Management LLC2,015,654$82.02M2.7%-1.9%0.560%
2/14/2024Frontier Capital Management Co. LLC820,615$33.39M0.3%+238.4%0.228%
2/14/2024Sirios Capital Management L P446,736$18.18M3.7%+7.6%0.124%
2/14/2024Intrepid Capital Management Inc.12,103$492K0.3%+2.6%0.003%
2/14/2024Partners Group Holding AG498,052$20.27M2.4%+1.7%0.138%
2/14/2024Stamos Capital Partners L.P.11,980$487K0.1%N/A0.003%
2/14/2024Vulcan Value Partners LLC8,435,231$343.00M5.0%-14.0%2.343%
2/13/2024Epoch Investment Partners Inc.20,763$845K0.0%-15.1%0.006%
2/13/2024Stephens Inc. AR79,567$3.24M0.1%+3.5%0.022%
2/13/2024American International Group Inc.292,367$11.90M0.1%+16,334.3%0.081%
2/13/2024Oppenheimer & Co. Inc.379,119$15.43M0.3%-2.5%0.105%
2/13/2024Tower Research Capital LLC TRC 49,740$2.02M0.0%+73.3%0.014%
2/13/2024Capital World Investors19,973,331$812.72M0.1%+0.0%5.549%
2/13/2024Goldman Sachs Group Inc.2,593,761$105.54M0.0%+194.2%0.721%
2/13/2024Royal London Asset Management Ltd.64,513$2.63M0.0%+3.3%0.018%
2/13/2024CIBC Asset Management Inc6,727$274K0.0%-7.8%0.002%
2/13/2024The Manufacturers Life Insurance Company 565,814$23.02M0.0%+66.5%0.157%
2/13/2024KBC Group NV122,214$4.97M0.0%-26.1%0.034%
2/13/2024California State Teachers Retirement System339,052$13.80M0.0%-3.7%0.094%
2/12/2024Bank of Nova Scotia69,931$2.85M0.0%-64.7%0.019%
2/12/2024Gold Investment Management Ltd.1,382$56K0.0%N/A0.000%
2/12/2024Treasurer of the State of North Carolina93,564$3.81M0.0%+1.0%0.026%
2/12/2024Allianz Asset Management GmbH46,370$1.89M0.0%-1.3%0.013%
2/12/2024Stifel Financial Corp203,840$8.29M0.0%+41.9%0.057%
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2/12/2024TD Asset Management Inc154,555$6.29M0.0%+2.4%0.043%
2/12/2024Steward Partners Investment Advisory LLC55,777$2.27M0.0%+11.1%0.015%
2/12/2024Paradigm Asset Management Co. LLC25,700$1.05M0.3%-3.0%0.007%
2/12/2024Hilltop Holdings Inc.20,008$814K0.1%+8.6%0.006%
2/12/2024Hsbc Holdings PLC68,664$2.79M0.0%-32.4%0.019%
2/9/2024Nomura Asset Management Co. Ltd.59,183$2.41M0.0%-3.2%0.016%
2/9/2024TBH Global Asset Management LLC12,763$519K0.1%-15.5%0.004%
2/9/2024US Bancorp DE76,190$3.10M0.0%-0.4%0.021%
2/9/2024 Cambridge Investment Research Advisors Inc.33,356$1.36M0.0%+3.5%0.009%
2/9/2024EverSource Wealth Advisors LLC2,857$116K0.0%+203.0%0.001%
(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, 503 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.01B), Capital World Investors ($812.72M), BlackRock Inc. ($700.15M), Morgan Stanley ($543.63M), Alkeon Capital Management LLC ($344.75M), Vulcan Value Partners LLC ($343.00M), and William Blair Investment Management LLC ($267.74M).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 444 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 ($8.88M), Ariel Investments LLC ($6.26M), Capital World Investors ($6.00M), Natixis ($5.64M), Beutel Goodman & Co Ltd. ($4.21M), and Bank of Nova Scotia ($3.44M).

How much institutional buying is happening at The Carlyle Group?

Institutional investors have bought a total of 116,608,581 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 256 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: Deutsche Bank AG ($6.22M), Assenagon Asset Management S.A. ($4.06M), National Bank of Canada FI ($3.16M), Vulcan Value Partners LLC ($2.97M), BlackRock Inc. ($2.14M), Bessemer Group Inc. ($1.83M), and DekaBank Deutsche Girozentrale ($1.58M).

How much institutional selling is happening at The Carlyle Group?

Institutional investors have sold a total of 46,481,052 shares in the last 24 months. This volume of shares sold represents approximately $1.50B in transactions.


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This page (NASDAQ:CG) was last updated on 5/2/2024 by MarketBeat.com Staff

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