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Carlyle Group (CG) Institutional Ownership

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$61.72 +0.94 (+1.55%)
Closing price 04:00 PM Eastern
Extended Trading
$61.87 +0.15 (+0.24%)
As of 07:56 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)
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
9/26/2025Corient 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%
8/14/2025Alliancebernstein L.P.407,512$20.95M0.0%+11.0%0.113%
8/14/2025Treasurer of the State of North Carolina122,168$6.28M0.0%+18.4%0.034%
8/14/2025The Manufacturers Life Insurance Company 279,811$14.38M0.0%+10.1%0.077%
8/14/2025Sei Investments Co.94,565$4.86M0.0%+46.3%0.026%
8/14/2025Frontier Capital Management Co. LLC1,887,159$97M0.9%-28.4%0.522%
8/14/2025NewEdge Advisors LLC5,516$284K0.0%+111.2%0.002%
8/14/2025Sirios Capital Management L P460,694$23.68M3.4%-1.4%0.127%
8/14/2025Azora Capital LP599,052$30.79M1.4%N/A0.166%
8/14/2025Ariel Investments LLC4,705,544$241.87M2.7%-2.8%1.301%
8/14/2025Stamos Capital Partners L.P.14,707$756K0.1%+61.8%0.004%
8/14/2025Investment Management Corp of Ontario5,709$293K0.0%-13.6%0.002%
8/14/2025iSAM Funds UK Ltd20,815$1.07M0.2%+177.0%0.006%
8/14/2025State Street Corp8,221,652$422.59M0.0%+4.8%2.273%
8/14/2025Daiwa Securities Group Inc.19,173$985K0.0%+2.7%0.005%
8/14/2025Bank of Nova Scotia24,470$1.26M0.0%N/A0.007%
8/14/2025California Public Employees Retirement System408,897$21.02M0.0%+21.2%0.113%
8/14/2025Cerity Partners LLC87,237$4.48M0.0%+11.8%0.024%
8/13/2025Brown Advisory Inc.259,854$13.36M0.0%-14.5%0.072%
8/13/2025Amundi291,215$15.86M0.0%-79.8%0.081%
8/13/2025Beutel Goodman & Co Ltd.2,771,630$142.46M0.8%-2.9%0.766%
8/13/2025First Trust Advisors LP374,773$19.26M0.0%+513.3%0.104%
8/13/2025EverSource Wealth Advisors LLC1,554$80K0.0%+31.9%0.000%
8/13/2025Channing Capital Management LLC203,370$10.45M0.3%+15.3%0.056%
8/13/2025McGowan Group Asset Management Inc.11,457$589K0.1%+2.6%0.003%
8/13/2025Invesco Ltd.798,017$41.02M0.0%+7.4%0.221%
8/13/20251832 Asset Management L.P.6,735$346K0.0%-30.6%0.002%
8/13/2025CW Advisors LLC89,608$4.61M0.0%N/A0.025%
8/13/2025M&T Bank Corp4,835$249K0.0%-6.8%0.001%
8/13/2025Shelton Capital Management7,560$389K0.0%-2.4%0.002%
8/13/2025Stablepoint Partners LLC14,560$748K0.1%+10.5%0.004%
8/13/2025New York State Common Retirement Fund178,395$9.17M0.0%+10.9%0.049%
8/13/2025Schroder Investment Management Group4,486$231K0.0%-74.7%0.001%
8/13/2025Gator Capital Management LLC161,535$8.30M2.6%-0.4%0.045%
8/13/2025Skandinaviska Enskilda Banken AB publ 160,001$8.22M0.0%+1.0%0.044%
8/13/2025Norges Bank2,920,658$150.12M0.0%N/A0.807%
8/13/2025Hsbc Holdings PLC118,623$6.10M0.0%+11.9%0.033%
8/13/2025Northwestern Mutual Wealth Management Co.96,226$4.95M0.0%+9.5%0.027%
8/13/2025State Board of Administration of Florida Retirement System150,498$7.74M0.0%+1.5%0.042%
8/13/2025Korea Investment CORP221,196$11.37M0.0%+55.6%0.061%
8/13/2025Baltimore Washington Financial Advisors Inc.3,949$203K0.0%N/A0.001%
8/13/2025Russell Investments Group Ltd.1,039,702$53.44M0.1%+1.3%0.287%
8/12/2025J.W. Cole Advisors Inc.10,703$550K0.0%-2.3%0.003%
8/12/2025Boston Partners6,791,541$349.23M0.4%-1.9%1.881%
8/12/2025Elo Mutual Pension Insurance Co26,879$1.38M0.0%+7.0%0.007%
8/12/2025Advisors Asset Management Inc.6,726$346K0.0%N/A0.002%
8/12/2025Edmond DE Rothschild Holding S.A.12,941$665K0.0%-93.3%0.004%
8/12/2025Steward Partners Investment Advisory LLC42,103$2.16M0.0%-1.6%0.012%
8/12/2025Eisler Capital Management Ltd.387,187$19.91M0.1%N/A0.107%
8/12/2025Prudential Financial Inc.69,561$3.52M0.0%+257.3%0.019%
8/12/2025Cornerstone Select Advisors LLC4,415$227K0.2%N/A0.001%
8/12/2025American Century Companies Inc.141,068$7.25M0.0%+104.8%0.039%
8/12/2025Private Management Group Inc.940,870$48.36M1.6%+6.6%0.261%
8/12/2025AXQ Capital LP20,570$1.06M0.3%+118.4%0.006%
8/12/2025Franklin Resources Inc.52,384$2.69M0.0%-2.9%0.015%
8/12/2025Journey Strategic Wealth LLC18,240$938K0.0%+40.3%0.005%
8/12/2025Brandywine Global Investment Management LLC212,902$10.94M0.1%-2.4%0.059%
8/12/2025Legal & General Group Plc3,366,980$173.06M0.0%+8.0%0.932%
(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 39,842,972 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 29,485,449 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 10/2/2025 by MarketBeat.com Staff
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