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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$67.40 +1.79 (+2.73%)
Closing price 04:00 PM Eastern
Extended Trading
$67.41 +0.01 (+0.01%)
As of 04:10 PM Eastern
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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)
391
Total
Institutional Inflows
(last 12 months)
$1.93B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$1.43B
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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
9/4/2025 Osaic Holdings Inc.74,943$3.64M0.0%+75.8%0.021%
9/3/2025 American Trust4,564$235K0.0%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC15,022$772K0.0%+28.6%0.004%
8/26/2025 Thrivent Financial for Lutherans195,018$10.02M0.0%-48.6%0.054%
8/19/2025 B. Riley Wealth Advisors Inc.9,238$475K0.0%N/A0.003%
8/19/2025 State of Wyoming7,348$378K0.0%N/A0.002%
8/19/2025 Delos Wealth Advisors LLC1,003$52K0.0%N/A0.000%
8/16/2025 Winslow Asset Management Inc.143,881$7.40M1.5%+10.6%0.040%
8/15/2025 CANADA LIFE ASSURANCE Co274,876$14.14M0.0%+1.1%0.076%
8/15/2025 44 Wealth Management LLC16,212$833K0.3%+40.7%0.004%
8/15/2025 Tower Research Capital LLC TRC 4,361$224K0.0%-62.2%0.001%
8/15/2025 Corient Private Wealth LLC49,373$2.54M0.0%-0.7%0.014%
8/15/2025 Captrust Financial Advisors27,115$1.39M0.0%+93.3%0.007%
8/15/2025 WFA of San Diego LLC500$26K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC7,309$376K0.0%+15.2%0.002%
8/15/2025 Two Sigma Securities LLC7,908$406K0.1%N/A0.002%
8/15/2025 Teza Capital Management LLC5,013$258K0.2%+8.5%0.001%
8/15/2025 Smartleaf Asset Management LLC512$26K0.0%-55.8%0.000%
8/15/2025 Snowden Capital Advisors LLC4,403$226K0.0%N/A0.001%
8/15/2025 Royal London Asset Management Ltd.107,463$5.52M0.0%-3.2%0.030%
8/15/2025 Orion Porfolio Solutions LLC56,012$2.88M0.0%+379.6%0.015%
8/15/2025 MML Investors Services LLC30,272$1.56M0.0%+12.9%0.008%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.5,866$302K0.0%-30.6%0.002%
8/15/2025 Lazard Asset Management LLC218,682$11.24M0.0%-1.6%0.060%
8/15/2025 Holocene Advisors LP665,876$34.23M0.1%+43.2%0.184%
8/15/2025 Benjamin Edwards Inc.17,111$880K0.0%+2.5%0.005%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S11,775$605K0.0%+33.9%0.003%
8/15/2025 BNP Paribas Financial Markets93,076$4.78M0.0%-1.3%0.026%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp36,934$1.90M0.0%-16.9%0.010%
8/15/2025 Brevan Howard Capital Management LP12,036$619K0.0%N/A0.003%
8/15/2025 Bamco Inc. NY1,492,785$76.73M0.2%-5.9%0.413%
8/15/2025 Bank of America Corp DE1,870,662$96.15M0.0%+23.5%0.517%
8/15/2025 Alkeon Capital Management LLC5,941,316$305.38M0.5%+13.4%1.643%
8/15/2025 AQR Capital Management LLC149,408$7.68M0.0%+160.6%0.041%
8/15/2025 Ameriprise Financial Inc.2,769,631$142.36M0.0%+1.7%0.766%
8/14/2025 Lighthouse Investment Partners LLC107,039$5.50M0.2%-24.7%0.030%
8/14/2025 California State Teachers Retirement System372,519$19.15M0.0%+25.0%0.103%
8/14/2025 Raymond James Financial Inc.692,383$35.59M0.0%-53.6%0.191%
8/14/2025 FJ Capital Management LLC3,946$203K0.0%N/A0.001%
8/14/2025 Quantinno Capital Management LP17,201$884K0.0%N/A0.005%
8/14/2025 Diversify Advisory Services LLC8,719$448K0.0%N/A0.002%
8/14/2025 Alliancebernstein L.P.407,512$20.95M0.0%+11.0%0.113%
8/14/2025 Treasurer of the State of North Carolina122,168$6.28M0.0%+18.4%0.034%
8/14/2025 The Manufacturers Life Insurance Company 279,811$14.38M0.0%+10.1%0.077%
8/14/2025 Sei Investments Co.94,565$4.86M0.0%+46.3%0.026%
8/14/2025 Frontier Capital Management Co. LLC1,887,159$97M0.9%-28.4%0.522%
8/14/2025 NewEdge Advisors LLC5,516$284K0.0%+111.2%0.002%
8/14/2025 Sirios Capital Management L P460,694$23.68M3.4%-1.4%0.127%
8/14/2025 Azora Capital LP599,052$30.79M1.4%N/A0.166%
8/14/2025 Ariel Investments LLC4,705,544$241.87M2.7%-2.8%1.301%
8/14/2025 Stamos Capital Partners L.P.14,707$756K0.1%+61.8%0.004%
8/14/2025 Investment Management Corp of Ontario5,709$293K0.0%-13.6%0.002%
8/14/2025 iSAM Funds UK Ltd20,815$1.07M0.2%+177.0%0.006%
8/14/2025 State Street Corp8,221,652$422.59M0.0%+4.8%2.273%
8/14/2025 Daiwa Securities Group Inc.19,173$985K0.0%+2.7%0.005%
8/14/2025 Bank of Nova Scotia24,470$1.26M0.0%N/A0.007%
8/14/2025 California Public Employees Retirement System408,897$21.02M0.0%+21.2%0.113%
8/14/2025 Cerity Partners LLC87,237$4.48M0.0%+11.8%0.024%
8/13/2025 Brown Advisory Inc.259,854$13.36M0.0%-14.5%0.072%
8/13/2025 Amundi291,215$15.86M0.0%-79.8%0.081%
8/13/2025 Beutel Goodman & Co Ltd.2,771,630$142.46M0.8%-2.9%0.766%
8/13/2025 First Trust Advisors LP374,773$19.26M0.0%+513.3%0.104%
8/13/2025 EverSource Wealth Advisors LLC1,554$80K0.0%+31.9%0.000%
8/13/2025 Channing Capital Management LLC203,370$10.45M0.3%+15.3%0.056%
8/13/2025 McGowan Group Asset Management Inc.11,457$589K0.1%+2.6%0.003%
8/13/2025 Invesco Ltd.798,017$41.02M0.0%+7.4%0.221%
8/13/2025 1832 Asset Management L.P.6,735$346K0.0%-30.6%0.002%
8/13/2025 CW Advisors LLC89,608$4.61M0.0%N/A0.025%
8/13/2025 M&T Bank Corp4,835$249K0.0%-6.8%0.001%
8/13/2025 Shelton Capital Management7,560$389K0.0%-2.4%0.002%
8/13/2025 Stablepoint Partners LLC14,560$748K0.1%+10.5%0.004%
8/13/2025 New York State Common Retirement Fund178,395$9.17M0.0%+10.9%0.049%
8/13/2025 Schroder Investment Management Group4,486$231K0.0%-74.7%0.001%
8/13/2025 Gator Capital Management LLC161,535$8.30M2.6%-0.4%0.045%
8/13/2025 Skandinaviska Enskilda Banken AB publ 160,001$8.22M0.0%+1.0%0.044%
8/13/2025 Norges Bank2,920,658$150.12M0.0%N/A0.807%
8/13/2025 Hsbc Holdings PLC118,623$6.10M0.0%+11.9%0.033%
8/13/2025 Northwestern Mutual Wealth Management Co.96,226$4.95M0.0%+9.5%0.027%
8/13/2025 State Board of Administration of Florida Retirement System150,498$7.74M0.0%+1.5%0.042%
8/13/2025 Korea Investment CORP221,196$11.37M0.0%+55.6%0.061%
8/13/2025 Baltimore Washington Financial Advisors Inc.3,949$203K0.0%N/A0.001%
8/13/2025 Russell Investments Group Ltd.1,039,702$53.44M0.1%+1.3%0.287%
8/12/2025 J.W. Cole Advisors Inc.10,703$550K0.0%-2.3%0.003%
8/12/2025 Boston Partners6,791,541$349.23M0.4%-1.9%1.881%
8/12/2025 Elo Mutual Pension Insurance Co26,879$1.38M0.0%+7.0%0.007%
8/12/2025 Advisors Asset Management Inc.6,726$346K0.0%N/A0.002%
8/12/2025 Edmond DE Rothschild Holding S.A.12,941$665K0.0%-93.3%0.004%
8/12/2025 Steward Partners Investment Advisory LLC42,103$2.16M0.0%-1.6%0.012%
8/12/2025 Eisler Capital Management Ltd.387,187$19.91M0.1%N/A0.107%
8/12/2025 Prudential Financial Inc.69,561$3.52M0.0%+257.3%0.019%
8/12/2025 Cornerstone Select Advisors LLC4,415$227K0.2%N/A0.001%
8/12/2025 American Century Companies Inc.141,068$7.25M0.0%+104.8%0.039%
8/12/2025 Private Management Group Inc.940,870$48.36M1.6%+6.6%0.261%
8/12/2025 AXQ Capital LP20,570$1.06M0.3%+118.4%0.006%
8/12/2025 Franklin Resources Inc.52,384$2.69M0.0%-2.9%0.015%
8/12/2025 Journey Strategic Wealth LLC18,240$938K0.0%+40.3%0.005%
8/12/2025 Brandywine Global Investment Management LLC212,902$10.94M0.1%-2.4%0.059%
8/12/2025 Legal & General Group Plc3,366,980$173.06M0.0%+8.0%0.932%
8/12/2025 JPMorgan Chase & Co.1,058,721$54.42M0.0%+1.2%0.293%
8/12/2025 DNB Asset Management AS305,430$15.70M0.1%-5.6%0.085%
(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, 577 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 509 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 39,817,696 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

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

Of the 251 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 29,485,154 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


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This page (NASDAQ:CG) was last updated on 9/11/2025 by MarketBeat.com Staff
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