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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$51.65 +1.68 (+3.37%)
As of 03:03 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Carlyle Group (NASDAQ:CG)

Current
Institutional Ownership
Percentage
55.88%
Number of
Institutional Buyers
(last 12 months)
432
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$1.63B
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CG Institutional Buying and Selling by Quarter

Carlyle Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC37,971$1.84M0.0%+2.1%0.011%
5/4/2026Bleakley Financial Group LLC36,787$1.78M0.0%+12.3%0.010%
5/4/2026State of Michigan Retirement System62,400$3.02M0.0%+1.8%0.017%
5/4/2026Principal Financial Group Inc.579,076$28.02M0.0%+3.8%0.160%
5/2/2026 Diversify Wealth Management LLC4,618$221K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp182,418$8.83M0.0%+56.1%0.051%
5/1/2026 Sequoia Financial Advisors LLC8,290$401K0.0%+9.2%0.002%
5/1/2026 DMC Group LLC4,325$209K0.1%-36.0%0.001%
4/30/2026 Hsbc Holdings PLC212,167$10.25M0.0%+95.3%0.059%
4/30/2026 Kestra Advisory Services LLC14,726$713K0.0%-5.8%0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.483,692$23.41M0.0%-4.7%0.134%
4/30/2026 Resona Asset Management Co. Ltd.66,499$3.20M0.0%-2.1%0.018%
4/30/2026 Hoertkorn Richard Charles3,500$169K0.1%-82.1%0.001%
4/30/2026 Greenwood Capital Associates LLC8,859$429K0.0%-3.5%0.002%
4/30/2026 Oregon Public Employees Retirement Fund53,252$2.58M0.0%+3.2%0.015%
4/29/2026 Flatrock Wealth Partners LLC4,548$220K0.1%N/A0.001%
4/29/2026 Integrated Advisors Network LLC5,617$272K0.0%-88.2%0.002%
4/29/2026 Westbourne Investment Advisors Inc.5,500$266K0.1%-5.2%0.002%
4/28/2026 Stephens Inc. AR101,542$4.91M0.1%+13.6%0.028%
4/28/2026 GM Advisory Group LLC17,231$834K0.0%-5.8%0.005%
4/28/2026 QRG Capital Management Inc.16,812$814K0.0%+30.9%0.005%
4/27/2026 HB Wealth Management LLC13,883$672K0.0%+13.6%0.004%
4/27/2026 PFG Investments LLC6,368$308K0.0%-6.7%0.002%
4/27/2026 New York State Teachers Retirement System89,168$4.32M0.0%-8.6%0.025%
4/27/2026 Private Advisor Group LLC6,429$311K0.0%+15.5%0.002%
4/27/2026 Y Intercept Hong Kong Ltd83,153$4.02M0.1%N/A0.023%
4/27/2026 Leonteq Securities AG5,013$243K0.0%+126.2%0.001%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund73,236$3.54M0.0%+40.1%0.020%
4/27/2026 Elevation Point Wealth Partners LLC4,161$201K0.0%N/A0.001%
4/27/2026 Sound Income Strategies LLC124,736$5.91M0.3%+8.4%0.035%
4/24/2026 Deprince Race & Zollo Inc.527,290$25.52M0.5%+14.3%0.146%
4/24/2026 IFM Investors Pty Ltd49,608$2.40M0.0%+12.4%0.014%
4/23/2026 Comprehensive Money Management Services LLC6,025$292K0.2%+60.2%0.002%
4/23/2026 Apollon Wealth Management LLC23,379$1.13M0.0%-3.0%0.006%
4/22/2026 Janney Montgomery Scott LLC83,522$4.04M0.0%+13.0%0.023%
4/22/2026 Pictet Asset Management Holding SA94,107$4.55M0.0%+0.9%0.026%
4/22/2026 Sterling Capital Management LLC8,816$427K0.0%-43.1%0.002%
4/21/2026 Wesbanco Bank Inc.31,452$1.52M0.0%-80.1%0.009%
4/21/2026 Waterway Wealth Management LLC19,036$921K0.2%-25.7%0.005%
4/21/2026 GHP Investment Advisors Inc.1,186$57K0.0%N/A0.000%
4/21/2026 Louisiana State Employees Retirement System75,200$3.64M0.1%N/A0.021%
4/20/2026 Fifth Third Wealth Advisors LLC7,469$361K0.0%+10.9%0.002%
4/20/2026 OP Asset Management Ltd41,951$2.03M0.0%N/A0.012%
4/18/2026 EdgeRock Capital LLC8,045$389K0.1%+6.4%0.002%
4/17/2026 Krilogy Financial LLC4,700$241K0.0%N/A0.001%
4/17/2026 Sterneck Capital Management LLC11,883$575K0.3%+66.8%0.003%
4/16/2026 SG Americas Securities LLC71,511$3.46M0.0%-3.6%0.020%
4/16/2026 Evolve Private Wealth LLC10,341$500K0.0%N/A0.003%
4/16/2026 Triad Wealth Partners LLC5,689$275K0.0%+17.4%0.002%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S49,995$2.42M0.0%+47.9%0.014%
4/16/2026 Diversified Trust Co29,077$1.41M0.0%-31.5%0.008%
3/20/2026 Hsbc Holdings PLC108,615$6.43M0.0%+1.3%0.030%
3/17/2026Rockefeller Capital Management L.P.480,565$28.41M0.1%-0.6%0.133%
3/12/2026Winthrop Partners WNY LLC16,311$964K0.5%N/A0.005%
3/9/2026Corient Private Wealth LLC50,445$2.98M0.0%+18.0%0.014%
3/6/2026 Hsbc Holdings PLC108,615$6.43M0.0%+1.3%0.030%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management3,312$196K0.2%N/A0.001%
3/2/2026Tobam5,506$325K0.1%+22,841.7%0.002%
2/25/2026Sit Investment Associates Inc.262,040$15.49M0.3%+36.2%0.073%
2/24/2026 River Road Asset Management LLC152,601$9.02M0.1%-2.3%0.042%
2/24/2026Pacer Advisors Inc.31,037$1.84M0.0%-10.5%0.009%
2/19/2026T. Rowe Price Investment Management Inc.434,992$25.71M0.0%+5.2%0.121%
2/19/2026Invesco Ltd.1,116,227$65.98M0.0%+55.8%0.310%
2/19/2026Corient Private Wealth LLC64,990$3.84M0.0%+52.0%0.018%
2/18/2026Mercer Global Advisors Inc. ADV18,117$1.07M0.0%+15.1%0.005%
2/18/2026State of Tennessee Department of Treasury101,869$5.99M0.0%+16.8%0.028%
2/18/2026Mackenzie Financial Corp16,213$973K0.0%+6.2%0.004%
2/18/2026Coastal Bridge Advisors LLC55,211$3.26M0.2%-1.6%0.015%
2/18/2026NewEdge Advisors LLC16,632$983K0.0%+178.1%0.005%
2/18/2026Empowered Funds LLC11,962$707K0.0%-7.1%0.003%
2/18/2026one8zero8 LLC73,830$4.36M1.0%-1.7%0.020%
2/18/2026Sierra Capital LLC35,865$2.12M0.2%-9.7%0.010%
2/18/2026Wellington Management Group LLP5,309$314K0.0%+60.7%0.001%
2/18/2026Toronto Dominion Bank55,034$3.25M0.0%-61.3%0.015%
2/18/2026Polymer Capital Management US LLC18,354$1.09M0.1%N/A0.005%
2/18/2026Investment Management Corp of Ontario15,915$941K0.0%+44.4%0.004%
2/18/2026Janus Henderson Group PLC21,573$1.28M0.0%+77.2%0.006%
2/18/2026Element Capital Management LLC34,476$2.04M1.0%N/A0.010%
2/18/2026CastleKnight Management LP265,376$15.69M0.3%+120.6%0.074%
2/18/2026Balyasny Asset Management L.P.226,712$13.40M0.0%-81.2%0.063%
2/18/2026Bamco Inc. NY157,000$9.28M0.0%-6.0%0.044%
2/18/2026Align Financial LLC11,940$706K0.0%N/A0.003%
2/17/2026Freestone Grove Partners LP444,142$26.25M0.2%N/A0.123%
2/17/2026 Integrated Advisors Network LLC47,434$2.80M0.1%-4.5%0.013%
2/17/2026AQR Capital Management LLC168,598$9.97M0.0%+8.2%0.047%
2/17/2026Cetera Investment Advisers64,957$3.84M0.0%-6.5%0.018%
2/17/2026Lazard Asset Management LLC164,714$9.74M0.0%+1.8%0.046%
2/17/2026Hilltop Holdings Inc.36,296$2.15M0.1%+0.7%0.010%
2/17/2026Equitable Holdings Inc.3,465$205K0.0%-40.6%0.001%
2/17/2026Kovack Advisors Inc.8,061$476K0.0%+7.5%0.002%
2/17/2026Amundi818,535$48.38M0.0%+207.9%0.227%
2/17/2026Jump Financial LLC4,873$288K0.0%N/A0.001%
2/17/2026Price T Rowe Associates Inc. MD212,114$12.54M0.0%+4.6%0.059%
2/17/2026T. Rowe Price Investment Management Inc.391,898$23.17M0.0%-5.2%0.109%
2/17/2026Osaic Holdings Inc.79,756$4.72M0.0%-33.3%0.022%
2/17/2026Public Employees Retirement System of Ohio78,716$4.65M0.0%-3.7%0.022%
2/17/2026California State Teachers Retirement System330,794$19.55M0.0%-3.6%0.092%
2/17/2026Russell Investments Group Ltd.933,532$55.20M0.1%-10.3%0.259%
2/17/2026State of Wisconsin Investment Board118,264$6.99M0.0%-3.9%0.033%
2/17/2026Captrust Financial Advisors34,072$2.01M0.0%+72.8%0.009%


CG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CG shares?

During the previous two years, 663 institutional investors and hedge funds held shares of Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), Capital World Investors ($1.18B), Morgan Stanley ($602.33M), State Street Corp ($564.21M), Massachusetts Financial Services Co. MA ($457.23M), William Blair Investment Management LLC ($421.57M), and Boston Partners ($327.16M).Learn more on Carlyle Group's institutional investors.

What percentage of Carlyle Group's stock is owned by institutional investors?

55.88% of Carlyle Group's stock is owned by institutional investors. Learn more on CG's institutional investor holdings.

Which institutional investors have been buying Carlyle Group's stock?

Of the 584 institutional investors that purchased Carlyle Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($8.68M), Massachusetts Financial Services Co. MA ($7.73M), Vanguard Group Inc. ($3.39M), Capital International Investors ($3.05M), Boston Partners ($2.79M), William Blair Investment Management LLC ($2.50M), and State Street Corp ($2.10M).

How much institutional buying is happening at Carlyle Group?

Institutional investors have bought a total of 35,816,773 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Which of Carlyle Group's major shareholders have been selling company stock?

Of the 294 institutional investors that sold Carlyle Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: William Blair Investment Management LLC ($5.04M), Amundi ($2.10M), Royal Bank of Canada ($1.90M), Boston Partners ($1.70M), UBS Group AG ($1.50M), Bamco Inc. NY ($1.43M), and Verition Fund Management LLC ($1.32M).

How much institutional selling is happening at Carlyle Group?

Institutional investors have sold a total of 29,062,835 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


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This page (NASDAQ:CG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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