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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$58.07 -0.02 (-0.03%)
Closing price 04:00 PM Eastern
Extended Trading
$58.06 -0.01 (-0.01%)
As of 06:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. 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)
408
Total
Institutional Inflows
(last 12 months)
$1.94B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$1.47B
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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
10/22/2025Avalon Capital Management3,805$239K0.1%N/A0.001%
10/22/2025Galvin Gaustad & Stein LLC233,054$14.61M1.2%+54.4%0.064%
10/22/2025Louisiana State Employees Retirement System72,500$4.55M0.1%+21.0%0.020%
10/22/2025North Star Investment Management Corp.11,079$695K0.0%-4.7%0.003%
10/22/2025Augustine Asset Management Inc.62,056$3.89M0.8%-1.9%0.017%
10/22/2025Hennion & Walsh Asset Management Inc.17,235$1.08M0.0%-28.3%0.005%
10/22/2025Longboard Asset Management LP3,250$204K0.3%N/A0.001%
10/22/2025D.A. Davidson & CO.22,132$1.39M0.0%-11.0%0.006%
10/22/2025Motco642$40K0.0%N/A0.000%
10/22/2025O ROURKE & COMPANY Inc16,132$1.01M0.4%-2.3%0.004%
10/22/2025Daymark Wealth Partners LLC21,932$1.38M0.0%+16.0%0.006%
10/22/2025Stanley Laman Group Ltd.79,636$4.99M0.7%-1.7%0.022%
10/22/2025Asset Management One Co. Ltd.85,833$5.38M0.0%-2.0%0.024%
10/21/2025 Global Retirement Partners LLC911$57K0.0%+81.5%0.000%
10/21/2025 Brown Miller Wealth Management LLC3,377$212K0.1%N/A0.001%
10/21/2025 Three Magnolias Financial Advisors LLC7,000$439K0.3%+16.7%0.002%
10/21/2025 Generali Asset Management SPA SGR30,518$1.91M0.0%N/A0.008%
10/21/2025 Mather Group LLC.1,011$63K0.0%N/A0.000%
10/20/2025 Fortress Financial Solutions LLC3,285$206K0.2%N/A0.001%
10/20/2025 Merit Financial Group LLC3,395$213K0.0%-20.0%0.001%
10/20/2025 Carnegie Lake Advisors LLC3,665$230K0.1%N/A0.001%
10/20/2025 TBH Global Asset Management LLC10,379$651K0.1%-2.3%0.003%
10/20/2025 VIRGINIA RETIREMENT SYSTEMS ET Al9,400$589K0.0%N/A0.003%
10/20/2025 Diversified Trust Co41,626$2.61M0.1%+11.5%0.012%
10/20/2025 Westbourne Investment Advisors Inc.5,800$364K0.1%-4.9%0.002%
10/17/2025 Retireful LLC11,703$734K0.7%N/A0.003%
10/17/2025 FFG Partners LLC27,315$1.71M0.5%N/A0.008%
10/17/2025 Perigon Wealth Management LLC3,190$200K0.0%N/A0.001%
10/17/2025 Sowell Financial Services LLC3,726$234K0.0%N/A0.001%
10/17/2025 Deprince Race & Zollo Inc.333,564$20.91M0.4%-34.0%0.092%
10/17/2025 Apollon Wealth Management LLC24,023$1.51M0.0%+5.7%0.007%
10/16/2025 Greenwood Capital Associates LLC9,155$574K0.1%-8.6%0.003%
10/15/2025 CWM LLC12,245$768K0.0%+8.7%0.003%
10/15/2025 Pacer Advisors Inc.34,666$2.17M0.0%+577,666.7%0.010%
10/15/2025 Jeppson Wealth Management LLC26,505$1.66M0.5%-0.8%0.007%
10/15/2025 Allen Mooney & Barnes Investment Advisors LLC247,189$15.50M2.4%-21.4%0.068%
10/15/2025 Triangle Securities Wealth Management6,768$424K0.1%-6.9%0.002%
10/15/2025 Private Trust Co. NA2,080$130K0.0%+252.5%0.001%
10/15/2025 Friedenthal Financial14,847$931K0.5%N/A0.004%
10/15/2025 DAVENPORT & Co LLC13,525$848K0.0%+6.2%0.004%
10/14/2025 Monument Capital Management3,974$249K0.1%N/A0.001%
10/14/2025 Yousif Capital Management LLC84,209$5.28M0.1%+12.4%0.023%
10/14/2025 Farther Finance Advisors LLC1,789$112K0.0%+55.6%0.000%
10/14/2025 Argent Capital Management LLC624,929$39.18M1.1%-0.1%0.173%
10/10/2025 Sound Income Strategies LLC91,892$5.43M0.3%+2.5%0.025%
10/9/2025 Franklin Street Advisors Inc. NC672,815$42.19M2.4%+1.0%0.186%
10/9/2025 Voya Investment Management LLC27,274$1.71M0.0%-6.7%0.008%
10/9/2025 Dynamic Advisor Solutions LLC4,817$302K0.0%-9.5%0.001%
10/9/2025 Guardian Financial Partners LLC3,323$208K0.1%N/A0.001%
10/8/2025 Wedmont Private Capital6,380$393K0.0%+9.4%0.002%
10/7/2025 GFG Capital LLC50,878$3.19M1.1%-0.7%0.014%
10/7/2025 Assenagon Asset Management S.A.43,329$2.72M0.0%-88.8%0.012%
10/7/2025 Union Bancaire Privee UBP SA83,100$5.21M0.1%N/A0.023%
10/7/2025 Oak Thistle LLC7,325$459K0.1%N/A0.002%
10/6/2025 Moody National Bank Trust Division27,726$1.74M0.1%-2.7%0.008%
10/6/2025 Nilsine Partners LLC15,134$949K0.1%N/A0.004%
10/2/2025 GAMMA Investing LLC8,564$537K0.0%+6.5%0.002%
9/26/2025Corient Private Wealth LLC49,111$2.52M0.0%-1.2%0.014%
9/24/2025Texas Permanent School Fund Corp162,794$8.37M0.1%+20.7%0.045%
9/4/2025Osaic Holdings Inc.74,943$3.64M0.0%+75.8%0.021%
9/3/2025American Trust4,564$235K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC15,022$772K0.0%+28.6%0.004%
8/26/2025Thrivent Financial for Lutherans195,018$10.02M0.0%-48.6%0.054%
8/19/2025B. Riley Wealth Advisors Inc.9,238$475K0.0%N/A0.003%
8/19/2025State of Wyoming7,348$378K0.0%N/A0.002%
8/19/2025Delos Wealth Advisors LLC1,003$52K0.0%N/A0.000%
8/16/2025Winslow Asset Management Inc.143,881$7.40M1.5%+10.6%0.040%
8/15/2025CANADA LIFE ASSURANCE Co274,876$14.14M0.0%+1.1%0.076%
8/15/202544 Wealth Management LLC16,212$833K0.3%+40.7%0.004%
8/15/2025Tower Research Capital LLC TRC 4,361$224K0.0%-62.2%0.001%
8/15/2025Corient Private Wealth LLC49,373$2.54M0.0%-0.7%0.014%
8/15/2025Captrust Financial Advisors27,115$1.39M0.0%+93.3%0.007%
8/15/2025WFA of San Diego LLC500$26K0.0%N/A0.000%
8/15/2025Vident Advisory LLC7,309$376K0.0%+15.2%0.002%
8/15/2025Two Sigma Securities LLC7,908$406K0.1%N/A0.002%
8/15/2025Teza Capital Management LLC5,013$258K0.2%+8.5%0.001%
8/15/2025Smartleaf Asset Management LLC512$26K0.0%-55.8%0.000%
8/15/2025Snowden Capital Advisors LLC4,403$226K0.0%N/A0.001%
8/15/2025Royal London Asset Management Ltd.107,463$5.52M0.0%-3.2%0.030%
8/15/2025Orion Porfolio Solutions LLC56,012$2.88M0.0%+379.6%0.015%
8/15/2025MML Investors Services LLC30,272$1.56M0.0%+12.9%0.008%
8/15/2025Meiji Yasuda Asset Management Co Ltd.5,866$302K0.0%-30.6%0.002%
8/15/2025Lazard Asset Management LLC218,682$11.24M0.0%-1.6%0.060%
8/15/2025Holocene Advisors LP665,876$34.23M0.1%+43.2%0.184%
8/15/2025Benjamin Edwards Inc.17,111$880K0.0%+2.5%0.005%
8/15/2025BI Asset Management Fondsmaeglerselskab A S11,775$605K0.0%+33.9%0.003%
8/15/2025BNP Paribas Financial Markets93,076$4.78M0.0%-1.3%0.026%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp36,934$1.90M0.0%-16.9%0.010%
8/15/2025Brevan Howard Capital Management LP12,036$619K0.0%N/A0.003%
8/15/2025Bamco Inc. NY1,492,785$76.73M0.2%-5.9%0.413%
8/15/2025Bank of America Corp DE1,870,662$96.15M0.0%+23.5%0.517%
8/15/2025Alkeon Capital Management LLC5,941,316$305.38M0.5%+13.4%1.643%
8/15/2025AQR Capital Management LLC149,408$7.68M0.0%+160.6%0.041%
8/15/2025Ameriprise Financial Inc.2,769,631$142.36M0.0%+1.7%0.766%
8/14/2025Lighthouse Investment Partners LLC107,039$5.50M0.2%-24.7%0.030%
8/14/2025California State Teachers Retirement System372,519$19.15M0.0%+25.0%0.103%
8/14/2025Raymond James Financial Inc.692,383$35.59M0.0%-53.6%0.191%
8/14/2025FJ Capital Management LLC3,946$203K0.0%N/A0.001%
8/14/2025Quantinno Capital Management LP17,201$884K0.0%N/A0.005%
8/14/2025Diversify Advisory Services LLC8,719$448K0.0%N/A0.002%
(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, 593 institutional investors and hedge funds held shares of Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), Capital World Investors ($998.61M), Morgan Stanley ($543.63M), William Blair Investment Management LLC ($511.40M), State Street Corp ($422.59M), Massachusetts Financial Services Co. MA ($366.94M), and Boston Partners ($349.23M).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 523 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: Massachusetts Financial Services Co. MA ($7.13M), Norges Bank ($7.02M), William Blair Investment Management LLC ($6.02M), Goldman Sachs Group Inc. ($3.76M), Vanguard Group Inc. ($3.50M), Capital International Investors ($3.04M), and Boston Partners ($2.79M).

How much institutional buying is happening at Carlyle Group?

Institutional investors have bought a total of 39,859,308 shares in the last 24 months. This purchase volume represents approximately $1.94B in transactions.

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

Of the 253 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: Alkeon Capital Management LLC ($3.00M), William Blair Investment Management LLC ($2.22M), Amundi ($2.07M), Vulcan Value Partners LLC ($1.61M), Beutel Goodman & Co Ltd. ($1.53M), FMR LLC ($1.50M), and Thrivent Financial for Lutherans ($1.39M).

How much institutional selling is happening at Carlyle Group?

Institutional investors have sold a total of 30,080,483 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.


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This page (NASDAQ:CG) was last updated on 10/22/2025 by MarketBeat.com Staff
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