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Carlyle Group (CG) Institutional Ownership

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$58.71 -1.95 (-3.21%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$58.57 -0.14 (-0.25%)
As of 08/1/2025 06:51 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.

Institutional Ownership Changes (13F Filings) for Carlyle Group (NASDAQ:CG)

Current
Institutional Ownership
Percentage
55.88%
Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$1.28B
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CG Institutional Buying and Selling by Quarter

Carlyle Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Zhang Financial LLC26,608$1.37M0.1%+30.9%0.007%
8/1/2025New York Life Investment Management LLC23,721$1.22M0.0%-4.5%0.007%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund50,265$2.58M0.0%+20.4%0.014%
8/1/2025SYM FINANCIAL Corp12,985$667K0.1%-13.5%0.004%
8/1/2025Guinness Asset Management LTD12,417$638K0.0%+2.4%0.003%
8/1/2025Teacher Retirement System of Texas35,635$1.83M0.0%+4.9%0.010%
8/1/2025Bessemer Group Inc.2,381$122K0.0%+95.6%0.001%
8/1/2025Envestnet Asset Management Inc.633,135$32.54M0.0%+13.6%0.175%
7/31/2025 Optimum Investment Advisors1,800$93K0.0%-18.2%0.000%
7/31/2025 State of New Jersey Common Pension Fund D76,149$3.91M0.0%+3.5%0.021%
7/31/2025 AlphaQuest LLC1,937$100K0.0%+28.8%0.001%
7/31/2025 Sumitomo Mitsui Trust Group Inc.523,381$26.90M0.0%+7.0%0.145%
7/31/2025 Asset Management One Co. Ltd.87,601$4.50M0.0%-2.6%0.024%
7/31/2025 Prentice Wealth Management LLC5,616$289K0.1%-3.5%0.002%
7/30/2025 Bleakley Financial Group LLC38,283$1.97M0.0%-3.5%0.011%
7/30/2025 Principle Wealth Partners LLC7,131$367K0.0%-11.2%0.002%
7/30/2025 Forum Financial Management LP8,026$413K0.0%+8.7%0.002%
7/30/2025 D.A. Davidson & CO.24,872$1.28M0.0%-8.8%0.007%
7/30/2025 Securian Asset Management Inc.16,226$834K0.0%+1.7%0.004%
7/30/2025 DekaBank Deutsche Girozentrale42,023$2.14M0.0%+0.6%0.012%
7/29/2025 Stephens Inc. AR89,499$4.63M0.1%-0.7%0.025%
7/29/2025 International Assets Investment Management LLC4,458$229K0.0%N/A0.001%
7/29/2025 Mutual of America Capital Management LLC105,961$5.45M0.1%-2.4%0.029%
7/29/2025 William Blair Investment Management LLC9,949,455$511.40M1.4%-18.3%2.755%
7/29/2025 Stanley Laman Group Ltd.81,038$4.17M0.6%-7.5%0.022%
7/29/2025 Nordea Investment Management AB19,780$1.02M0.0%+13.7%0.005%
7/28/2025 Allianz Asset Management GmbH8,283$426K0.0%-66.9%0.002%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.81,185$4.17M0.2%-2.7%0.022%
7/28/2025 AEGON ASSET MANAGEMENT UK Plc309,862$15.92M0.2%+39.9%0.086%
7/28/2025Equitable Trust Co.6,482$333K0.0%-92.6%0.002%
7/28/2025 TD Asset Management Inc106,373$5.47M0.0%-2.6%0.029%
7/25/2025 Verdence Capital Advisors LLC11,673$600K0.0%+1.8%0.003%
7/25/2025 Envestnet Portfolio Solutions Inc.7,422$381K0.0%+3.2%0.002%
7/25/2025 Yousif Capital Management LLC74,907$3.85M0.0%-0.4%0.021%
7/25/2025 MGO One Seven LLC4,725$243K0.0%N/A0.001%
7/25/2025 Allspring Global Investments Holdings LLC4,465$236K0.0%N/A0.001%
7/25/2025 LRI Investments LLC897$46K0.0%N/A0.000%
7/25/2025 CWM LLC11,262$579K0.0%+51.6%0.003%
7/25/2025 Vanguard Personalized Indexing Management LLC24,268$1.25M0.0%+18.2%0.007%
7/25/2025 Tranquility Partners LLC4,242$218K0.1%N/A0.001%
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7/25/2025 Apollon Wealth Management LLC22,737$1.17M0.0%+12.8%0.006%
7/24/2025 Aberdeen Group plc154,893$7.96M0.0%+10.6%0.043%
7/24/2025 Robertson Stephens Wealth Management LLC4,749$244K0.0%N/A0.001%
7/24/2025 Galvin Gaustad & Stein LLC150,960$7.76M0.7%N/A0.042%
7/24/2025 Ramirez Asset Management Inc.2,100$108K0.0%-8.7%0.001%
7/24/2025 IFP Advisors Inc680$35K0.0%-39.7%0.000%
7/24/2025 Blair William & Co. IL19,179$986K0.0%-10.6%0.005%
7/24/2025 GFG Capital LLC51,253$2.63M0.8%+12.1%0.014%
7/24/2025 US Bancorp DE13,724$705K0.0%-26.8%0.004%
7/23/2025 Maryland State Retirement & Pension System12,711$653K0.0%+24.2%0.004%
7/23/2025 Louisiana State Employees Retirement System59,900$3.08M0.1%+1.4%0.017%
7/23/2025 DMC Group LLC6,389$328K0.3%-18.2%0.002%
7/23/2025 KLP Kapitalforvaltning AS76,800$3.95M0.0%+8.5%0.021%
7/22/2025 Valley National Advisers Inc.1,520$78K0.0%+31.4%0.000%
7/22/2025 DAVENPORT & Co LLC12,731$654K0.0%+6.3%0.004%
7/22/2025 Iron Horse Wealth Management LLC1,664$86K0.0%N/A0.000%
7/21/2025 QRG Capital Management Inc.18,374$944K0.0%-11.8%0.005%
7/21/2025 Franklin Street Advisors Inc. NC666,362$34.25M2.1%-3.7%0.185%
7/21/2025 Polaris Capital Management LLC627,700$32.26M2.1%-4.0%0.174%
7/21/2025 Ameritas Advisory Services LLC737$38K0.0%N/A0.000%
7/21/2025 Greenwood Capital Associates LLC10,012$515K0.1%-2.1%0.003%
7/21/2025 Triad Wealth Partners LLC7,007$360K0.1%-5.6%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.18,168$934K0.0%-36.5%0.005%
7/18/2025 LBP AM SA94,089$4.84M0.1%N/A0.026%
7/18/2025 O ROURKE & COMPANY Inc16,508$849K0.4%-3.9%0.005%
7/18/2025 Truist Financial Corp37,434$1.92M0.0%-1.7%0.010%
7/17/2025 HB Wealth Management LLC11,278$580K0.0%-6.3%0.003%
7/17/2025 Janney Montgomery Scott LLC73,030$3.75M0.0%-0.4%0.020%
7/17/2025 Sound Income Strategies LLC89,667$4.61M0.3%N/A0.025%
7/17/2025 TBH Global Asset Management LLC10,625$546K0.1%-9.8%0.003%
7/16/2025 Augustine Asset Management Inc.63,290$3.25M0.9%+2.2%0.018%
7/16/2025 State of Alaska Department of Revenue23,950$1.23M0.0%-3.1%0.007%
7/16/2025 Investment Partners Asset Management Inc.4,528$233K0.2%N/A0.001%
7/16/2025 Bank Pictet & Cie Europe AG4,250$218K0.0%N/A0.001%
7/15/2025 Jeppson Wealth Management LLC26,709$1.37M0.5%-1.5%0.007%
7/15/2025 North Star Investment Management Corp.11,625$598K0.0%-2.0%0.003%
7/15/2025 Regatta Capital Group LLC4,431$228K0.0%-13.9%0.001%
7/15/2025 TD Private Client Wealth LLC15,480$796K0.0%+53.7%0.004%
7/15/2025 Public Employees Retirement System of Ohio81,195$4.17M0.0%+20.4%0.022%
7/15/2025 Fifth Third Bancorp83,297$4.28M0.0%-7.9%0.023%
7/15/2025 Revisor Wealth Management LLC3,528$181K0.1%N/A0.001%
7/15/2025 Bfsg LLC7,345$378K0.0%+3.0%0.002%
7/14/2025 Argent Capital Management LLC625,786$32.17M0.9%-9.0%0.173%
7/14/2025 GAMMA Investing LLC8,042$413K0.0%+28.4%0.002%
7/14/2025 Park Avenue Securities LLC12,682$652K0.0%+12.2%0.004%
7/11/2025 Farther Finance Advisors LLC1,150$59K0.0%+18.2%0.000%
7/11/2025 UMB Bank n.a.3,792$195K0.0%+10.1%0.001%
7/11/2025 Diversified Trust Co37,346$1.92M0.0%-7.4%0.010%
7/11/2025 IFM Investors Pty Ltd48,590$2.50M0.0%+5.8%0.013%
7/10/2025 Triangle Securities Wealth Management7,270$374K0.1%-4.5%0.002%
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7/10/2025 Moody National Bank Trust Division28,505$1.47M0.1%+1.9%0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC21,638$1.21M0.0%+98.0%0.006%
7/10/2025 Wedmont Private Capital5,831$332K0.0%+3.5%0.002%
7/9/2025 Pallas Capital Advisors LLC6,000$308K0.0%N/A0.002%
7/9/2025 Mirador Capital Partners LP4,243$218K0.0%N/A0.001%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC314,434$16.16M2.7%+2.6%0.087%
7/7/2025 Hoertkorn Richard Charles20,000$1.03M0.4%-16.7%0.006%
7/7/2025 Wesbanco Bank Inc.183,506$9.43M0.3%+3.2%0.051%
6/23/2025 Swedbank AB26,842$1.17M0.0%+69.6%0.007%
6/18/2025Voya Investment Management LLC27,336$1.19M0.0%+2.7%0.008%
(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 Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.06B), Capital World Investors ($998.61M), BlackRock Inc. ($700.15M), Morgan Stanley ($543.63M), William Blair Investment Management LLC ($511.40M), State Street Corp ($327.97M), and Boston Partners ($301.69M).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 486 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: 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), Ariel Investments LLC ($3.39M), and BlackRock Inc. ($3.34M).

How much institutional buying is happening at Carlyle Group?

Institutional investors have bought a total of 35,149,223 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

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

Of the 249 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 ($2.50M), Vulcan Value Partners LLC ($1.90M), FMR LLC ($1.50M), Beutel Goodman & Co Ltd. ($1.45M), Marshall Wace LLP ($1.36M), and Thrivent Financial for Lutherans ($1.26M).

How much institutional selling is happening at Carlyle Group?

Institutional investors have sold a total of 26,858,690 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.



This page (NASDAQ:CG) was last updated on 8/2/2025 by MarketBeat.com Staff
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