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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$45.40 +0.99 (+2.23%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$45.38 -0.02 (-0.04%)
As of 07/24/2026 07:34 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 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)
413
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
7/10/2026 Tema ETFs LLC1,263$53K0.0%-37.3%0.000%
7/10/2026 Handelsbanken Fonder AB68,200$2.87M0.0%+2.2%0.019%
7/9/2026 Franklin Street Advisors Inc. NC560,327$23.60M1.3%-15.5%0.156%
7/9/2026 Hennion & Walsh Asset Management Inc.10,322$435K0.0%+10.4%0.003%
7/8/2026 Assenagon Asset Management S.A.264,232$11.13M0.0%N/A0.073%
7/7/2026 GAMMA Investing LLC7,778$328K0.0%-14.2%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB962$41K0.0%+36.6%0.000%
6/16/2026Empowered Funds LLC15,199$735K0.0%+27.1%0.004%
6/3/2026NewEdge Advisors LLC23,290$1.13M0.0%+40.0%0.006%
5/28/2026Regents of The University of California1,516,016$73.36M2.4%N/A0.421%
5/26/2026Glenmede Trust Co. NA4,316$209K0.0%-5.1%0.001%
5/21/2026 Argent Capital Management LLC287,415$13.91M0.4%-52.3%0.080%
5/19/2026Western Wealth Management LLC1,077$52K0.0%N/A0.000%
5/19/2026Bank of America Corp DE1,338,807$64.79M0.0%-10.2%0.372%
5/19/2026Arkadios Wealth Advisors18,621$901K0.0%+1.8%0.005%
5/19/2026Arete Wealth Advisors LLC14,910$721K0.1%-1.5%0.004%
5/18/2026Sunbelt Securities Inc.2,290$111K0.0%+27.9%0.001%
5/18/2026Amundi656,220$31.75M0.0%-19.8%0.182%
5/18/2026EverSource Wealth Advisors LLC1,876$91K0.0%+39.7%0.001%
5/18/2026California State Teachers Retirement System319,119$15.44M0.0%-3.5%0.089%
5/18/2026Royal Bank of Canada883,679$42.76M0.0%+116.1%0.245%
5/18/2026Empowered Funds LLC15,199$735K0.0%+27.1%0.004%
5/16/2026The Manufacturers Life Insurance Company 483,102$23.38M0.0%-4.8%0.134%
5/16/2026Quantinno Capital Management LP24,202$1.17M0.0%-12.3%0.007%
5/16/2026Polar Asset Management Partners Inc.74,007$3.58M0.1%N/A0.021%
5/16/2026Lazard Asset Management LLC160,477$7.77M0.0%-2.6%0.045%
5/15/2026Gateway Wealth Partners LLC5,460$264K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC14,848$718K0.0%+25.9%0.004%
5/15/2026Entropy Technologies LP96,565$4.67M0.2%N/A0.027%
5/14/2026Renaissance Technologies LLC136,700$6.62M0.0%N/A0.038%
5/14/2026Hilltop Holdings Inc.25,870$1.25M0.1%-28.7%0.007%
5/14/2026Public Employees Retirement System of Ohio76,122$3.68M0.0%-3.3%0.021%
5/14/2026Compound Planning Inc.4,730$229K0.0%+9.2%0.001%
5/14/2026Bank of Nova Scotia106,689$5.16M0.0%+527.6%0.030%
5/14/2026Sei Investments Co.142,145$6.88M0.0%+2.9%0.039%
5/13/2026Cetera Investment Advisers78,647$3.81M0.0%+21.1%0.022%
5/13/2026First Trust Advisors LP52,780$2.55M0.0%-75.8%0.015%
5/12/2026 ABN Amro Investment Solutions7,789$377K0.0%+5.7%0.002%
5/8/2026PNC Financial Services Group Inc.43,004$2.08M0.0%-23.7%0.012%
5/8/2026Oslo Pensjonsforsikring AS1,199$58K0.0%N/A0.000%
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5/8/2026Cassaday & Co Wealth Management LLC8,363$405K0.0%+55.9%0.002%
5/7/2026Carson Advisory Inc.19,226$930K0.5%-3.0%0.005%
5/7/2026Dimensional Fund Advisors LP3,045,978$147.34M0.0%-4.1%0.843%
5/7/2026SEB Asset Management AB50,434$2.44M0.0%N/A0.014%
5/6/2026California Public Employees Retirement System464,176$22.46M0.0%+0.1%0.129%
5/6/2026Zhang Financial LLC21,852$1.06M0.0%-8.3%0.006%
5/6/2026Assetmark Inc.465,444$22.52M0.0%-1.2%0.129%
5/6/2026 Main Street Group LTD568$27K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.956$47K0.0%-42.6%0.000%
5/6/2026 Independent Financial Group LLC4,250$206K0.0%N/A0.001%
5/5/2026D.A. Davidson & CO.22,318$1.08M0.0%+3.2%0.006%
5/5/2026Bank of New York Mellon Corp2,047,650$99.09M0.0%+1.1%0.567%
5/5/2026Illinois Municipal Retirement Fund34,701$1.68M0.0%-49.2%0.010%
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%
5/2/2026Diversify Wealth Management LLC4,618$221K0.0%N/A0.001%
5/1/2026Fifth Third Bancorp182,418$8.83M0.0%+56.1%0.051%
5/1/2026 Sequoia Financial Advisors LLC8,290$401K0.0%+9.2%0.002%
5/1/2026DMC Group LLC4,325$209K0.1%-36.0%0.001%
4/30/2026Hsbc Holdings PLC212,167$10.25M0.0%+95.3%0.059%
4/30/2026Kestra Advisory Services LLC14,726$713K0.0%-5.8%0.004%
4/30/2026Sumitomo Mitsui Trust Group Inc.483,692$23.41M0.0%-4.7%0.134%
4/30/2026Resona 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%
4/30/2026Greenwood Capital Associates LLC8,859$429K0.0%-3.5%0.002%
4/30/2026Oregon Public Employees Retirement Fund53,252$2.58M0.0%+3.2%0.015%
4/29/2026Flatrock Wealth Partners LLC4,548$220K0.1%N/A0.001%
4/29/2026Integrated Advisors Network LLC5,617$272K0.0%-88.2%0.002%
4/29/2026Westbourne Investment Advisors Inc.5,500$266K0.1%-5.2%0.002%
4/28/2026Stephens Inc. AR101,542$4.91M0.1%+13.6%0.028%
4/28/2026GM 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%
4/27/2026HB 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%
4/27/2026Private 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%
4/27/2026Leonteq Securities AG5,013$243K0.0%+126.2%0.001%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund73,236$3.54M0.0%+40.1%0.020%
4/27/2026Elevation 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%
4/24/2026Deprince 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%
4/23/2026Comprehensive 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%
4/22/2026Janney Montgomery Scott LLC83,522$4.04M0.0%+13.0%0.023%
4/22/2026Pictet Asset Management Holding SA94,107$4.55M0.0%+0.9%0.026%
4/22/2026Sterling Capital Management LLC8,816$427K0.0%-43.1%0.002%
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4/21/2026Wesbanco 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%
4/20/2026OP Asset Management Ltd41,951$2.03M0.0%N/A0.012%
4/18/2026EdgeRock Capital LLC8,045$389K0.1%+6.4%0.002%
4/17/2026Krilogy Financial LLC4,700$241K0.0%N/A0.001%
4/17/2026Sterneck Capital Management LLC11,883$575K0.3%+66.8%0.003%
4/16/2026SG Americas Securities LLC71,511$3.46M0.0%-3.6%0.020%


CG Institutional Ownership - Frequently Asked Questions

During the previous two years, 662 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.

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

Of the 585 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), State Street Corp ($2.10M), William Blair Investment Management LLC ($1.77M), FMR LLC ($1.71M), and Raymond James Financial Inc. ($1.66M).

Institutional investors have bought a total of 32,834,610 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Of the 279 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), Royal Bank of Canada ($1.86M), Boston Partners ($1.52M), UBS Group AG ($1.50M), Bamco Inc. NY ($1.43M), Amundi ($1.34M), and Verition Fund Management LLC ($1.32M).

Institutional investors have sold a total of 26,177,621 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.


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This page (NASDAQ:CG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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