The Carlyle Group (CG) Institutional Ownership $46.71 -1.19 (-2.48%) As of 05/20/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for The Carlyle Group (NASDAQ:CG)CurrentInstitutional OwnershipPercentage55.88%Number ofInstitutional Buyers(last 12 months)354TotalInstitutional Inflows(last 12 months)$1.75BNumber ofInstitutional Sellers(last 12 months)247TotalInstitutional Outflows(last 12 months)$1.18B 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. Email Address Skip Chart & View Institutional Buying and Selling Data CG Institutional Buying and Selling by Quarter The Carlyle Group Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2025Blue Rock Wealth Management LLC6,000$262K0.2%N/A0.002% 5/20/2025 Focus Partners Wealth5,434$237K0.0%+27.4%0.002% 5/20/2025 Glenview Trust co7,109$310K0.0%-15.3%0.002% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,604,610$69.95M0.0%+37.9%0.444% 5/16/2025 Empowered Funds LLC48,237$2.10M0.0%+3.4%0.013% 5/16/2025 Meiji Yasuda Asset Management Co Ltd.8,447$368K0.0%-7.2%0.002% 5/16/2025 Arete Wealth Advisors LLC15,756$687K0.0%-1.5%0.004% 5/16/2025 Great Lakes Advisors LLC132,108$5.76M0.1%N/A0.037% 5/16/2025 Goldman Sachs Group Inc.1,144,974$49.91M0.0%+40.9%0.317% 5/16/2025 Teza Capital Management LLC4,620$201K0.1%N/A0.001% Get the Latest News and Ratings for CG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for The Carlyle Group and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Nissay Asset Management Corp Japan ADV28,315$1.23M0.0%+1.0%0.008% 5/16/2025 NewEdge Advisors LLC2,612$114K0.0%-71.8%0.001% 5/16/2025 Edmond DE Rothschild Holding S.A.192,657$8.40M0.1%+4.9%0.053% 5/16/2025 Alliancebernstein L.P.367,224$16.01M0.0%-9.0%0.102% 5/16/2025 AQR Capital Management LLC57,335$2.50M0.0%+937.5%0.016% 5/16/2025 Ariel Investments LLC4,839,213$210.94M2.5%-1.5%1.341% 5/16/2025 Amundi1,444,156$62.95M0.0%-38.9%0.400% 5/16/2025 Alkeon Capital Management LLC5,241,316$228.47M0.5%-0.1%1.452% 5/15/2025 Promethium Advisors LLC12,565$548K0.4%-2.7%0.003% 5/15/2025 Royal Bank of Canada326,222$14.22M0.0%-11.4%0.090% 5/15/2025 Retirement Planning Co of New England Inc.11,303$493K0.2%+10.2%0.003% 5/15/2025 Vident Advisory LLC6,345$277K0.0%+28.0%0.002% 5/14/2025 B. Metzler seel. Sohn & Co. AG6,365$277K0.0%+3.5%0.002% 5/14/2025 Corebridge Financial Inc.233,146$10.16M0.1%-2.4%0.065% 5/14/2025 CSM Advisors LLC247,855$10.81M0.6%N/A0.069% 5/14/2025 Comerica Bank248,534$10.83M0.0%+24.3%0.069% 5/14/2025 Synovus Financial Corp16,136$703K0.0%+3.3%0.004% 5/14/2025 MetLife Investment Management LLC213,879$9.32M0.1%+79.6%0.059% 5/14/2025 APG Asset Management N.V.142,200$5.74M0.0%-0.3%0.039% 5/14/2025 Northwestern Mutual Wealth Management Co.87,859$3.83M0.0%+10.1%0.024% 5/14/2025 AlphaQuest LLC1,504$66K0.0%-61.6%0.000% 5/14/2025 Kestra Advisory Services LLC20,728$904K0.0%-63.5%0.006% 5/14/2025 Ameriprise Financial Inc.2,722,737$118.68M0.0%+21.7%0.754% 5/14/2025 Channing Capital Management LLC176,413$7.69M0.2%-18.3%0.049% 5/14/2025 BI Asset Management Fondsmaeglerselskab A S8,791$383K0.0%-76.2%0.002% 5/14/2025 Hsbc Holdings PLC106,016$4.61M0.0%-14.6%0.029% 5/14/2025 Wellington Management Group LLP5,224$228K0.0%-39.7%0.001% 5/14/2025 Korea Investment CORP142,166$6.20M0.0%-14.2%0.039% 5/13/2025 Northern Trust Corp2,195,250$95.69M0.0%-0.5%0.608% 5/13/2025 Brooklyn Investment Group1,062$46K0.0%+28.6%0.000% Think NVDA’s run was epic? 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Ltd.16,848$734K0.0%+49.3%0.005% 5/13/2025 National Pension Service869$38K0.0%+74.8%0.000% 5/13/2025 Russell Investments Group Ltd.1,026,231$44.73M0.1%-6.0%0.284% 5/13/2025 Resona Asset Management Co. Ltd.67,429$2.94M0.0%+5.1%0.019% 5/13/2025 HighTower Advisors LLC56,973$2.48M0.0%+32.8%0.016% 5/12/2025 Staley Capital Advisers Inc.18,650$813K0.0%N/A0.005% 5/12/2025 Nuveen LLC477,020$20.79M0.0%N/A0.132% 5/12/2025 Invesco Ltd.742,934$32.38M0.0%+14.2%0.206% 5/12/2025 Benjamin Edwards Inc.16,696$728K0.0%-27.6%0.005% 5/12/2025 Townsquare Capital LLC8,357$364K0.0%N/A0.002% 5/12/2025 Forsta AP Fonden57,100$2.49M0.0%-1.4%0.016% 5/12/2025 National Bank of Canada FI189,791$8.27M0.0%-85.6%0.053% 5/12/2025 Citigroup Inc.623,440$27.18M0.0%+484.4%0.173% 5/12/2025 Maryland State Retirement & Pension System10,232$446K0.0%-18.2%0.003% 5/9/2025 Deutsche Bank AG302,985$13.21M0.0%-70.9%0.084% 5/9/2025 Chicago Partners Investment Group LLC78,495$3.14M0.1%+3.4%0.022% 5/9/2025 Charles Schwab Investment Management Inc.1,427,171$62.21M0.0%+1.5%0.395% 5/9/2025 ASR Vermogensbeheer N.V.13,225$576K0.0%N/A0.004% 5/9/2025 City of London Investment Management Co. Ltd.108,837$4.74M0.5%-13.1%0.030% 5/9/2025 Vanguard Group Inc.24,292,937$1.06B0.0%+4.9%6.732% 5/9/2025 Thoroughbred Financial Services LLC16,539$720K0.0%+9.6%0.005% 5/9/2025 Blair William & Co. IL21,453$935K0.0%-17.1%0.006% 5/9/2025 LGT Capital Partners LTD.817,000$35.61M1.6%+10.3%0.226% 5/9/2025 PNC Financial Services Group Inc.30,003$1.31M0.0%+5.7%0.008% 5/8/2025 Vulcan Value Partners LLC5,180,438$225.91M4.2%-2.9%1.435% 5/8/2025 Moors & Cabot Inc.10,804$471K0.0%+32.5%0.003% 5/8/2025 US Bancorp DE18,736$817K0.0%-75.9%0.005% 5/8/2025 Natixis Advisors LLC139,983$6.10M0.0%+159.8%0.039% 5/8/2025 Arkadios Wealth Advisors18,198$793K0.0%-9.7%0.005% 5/8/2025 Algebris UK Ltd482,022$19.45M3.5%+90.3%0.134% 5/8/2025 Federated Hermes Inc.19,983$871K0.0%+13.0%0.006% 5/7/2025 Ramirez Asset Management Inc.2,300$100K0.0%-17.9%0.001% 5/7/2025 LPL Financial LLC173,645$7.57M0.0%+5.1%0.048% 5/7/2025 Texas Yale Capital Corp.95,794$4.18M0.2%+11.5%0.027% 5/7/2025 TD Asset Management Inc109,243$4.76M0.0%-1.6%0.030% 5/7/2025 HB Wealth Management LLC12,037$525K0.0%+5.8%0.003% 5/7/2025 Skandinaviska Enskilda Banken AB publ 158,494$6.91M0.0%+0.2%0.044% 5/7/2025Equitable Trust Co.88,061$3.84M0.2%-10.8%0.024% 5/7/2025 Private Management Group Inc.882,459$38.47M1.4%+26.4%0.245% 5/6/2025 Pacer Advisors Inc.13,314$580K0.0%-68.6%0.004% Trump’s treachery (Ad)Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma5/6/2025 Assetmark Inc.450,651$19.64M0.1%-0.8%0.125% 5/6/2025 Cetera Investment Advisers50,878$2.22M0.0%+12.8%0.014% 5/6/2025 Journey Strategic Wealth LLC13,004$567K0.0%+5.5%0.004% 5/6/2025 Advisor OS LLC6,552$286K0.0%+18.7%0.002% 5/6/2025 SYM FINANCIAL Corp15,006$654K0.1%-15.8%0.004% 5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH142,437$6.21M0.0%N/A0.039% 5/6/2025 Choreo LLC5,540$241K0.0%-5.3%0.002% 5/5/2025 Allianz Asset Management GmbH25,000$1.09M0.0%+77.8%0.007% 5/5/2025 Sargent Investment Group LLC300,050$13.08M2.1%-0.8%0.083% 5/5/2025 Twin Capital Management Inc.48,507$2.11M0.2%-3.4%0.013% (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, 564 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.06B), Capital World Investors ($998.61M), BlackRock Inc. ($700.15M), William Blair Investment Management LLC ($668.99M), Morgan Stanley ($543.63M), State Street Corp ($327.97M), and Boston Partners ($301.69M).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 484 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 ($14.73M), William Blair Investment Management LLC ($6.88M), Massachusetts Financial Services Co. MA ($6.82M), Capital World Investors ($6.13M), Norges Bank ($4.10M), Goldman Sachs Group Inc. ($3.76M), and Ariel Investments LLC ($3.39M). How much institutional buying is happening at The Carlyle Group? Institutional investors have bought a total of 98,774,171 shares in the last 24 months. This purchase volume represents approximately $3.91B in transactions. Which The Carlyle Group major shareholders have been selling company stock? Of the 308 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 ($3.28M), Vanguard Group Inc. ($2.95M), National Bank of Canada FI ($2.91M), Assenagon Asset Management S.A. ($2.08M), Ariel Investments LLC ($1.75M), and Morgan Stanley ($1.54M). How much institutional selling is happening at The Carlyle Group? Institutional investors have sold a total of 44,451,120 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions. Related Companies ARES Major Shareholders HOOD Major Shareholders VICI Major Shareholders TPL Major Shareholders OWL Major Shareholders CBOE Major Shareholders TPG Major Shareholders NMR Major Shareholders FUTU Major Shareholders AMH Major Shareholders This page (NASDAQ:CG) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. 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