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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$47.36 +0.22 (+0.48%)
As of 01:49 PM Eastern
This is a fair market value 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)
388
Total
Institutional Inflows
(last 12 months)
$4.26B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$1.17B
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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
8/27/2026 Corient Private Wealth LP47,904$2.02M0.0%-6.1%0.013%
8/26/2026 Amundi3,406,001$143.43M0.0%+419.0%0.956%
8/26/2026 HighTower Advisors LLC45,719$1.93M0.0%-31.5%0.013%
8/24/2026 Caz Investments LP106,000$4.46M0.9%N/A0.030%
8/24/2026 California State Teachers Retirement System12,772,595$537.85M0.0%+3,902.5%3.584%
8/23/2026 Wedmont Private Capital7,433$332K0.0%+4.1%0.002%
8/23/2026 HB Wealth Management LLC13,083$551K0.0%-5.8%0.004%
8/23/2026 Saudi Central Bank18,330$772K0.0%+111.2%0.005%
8/22/2026 AlphaGrep UK Ltd9,872$416K0.1%N/A0.003%
8/22/2026 TD Waterhouse Canada Inc.64,289$2.72M0.0%+9.2%0.018%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC238,500$10.04M1.5%-7.8%0.067%
8/20/2026 Benjamin Edwards Inc.18,752$790K0.0%+21.0%0.005%
8/20/2026 Northwestern Mutual Wealth Management Co.131,163$5.52M0.0%+7.3%0.037%
8/20/2026 Private Management Group Inc.954,767$40.21M1.1%+38.1%0.268%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,602,700$67.49M0.0%+5.7%0.450%
8/19/2026 Royal London Asset Management Ltd.204,929$8.63M0.0%-0.5%0.058%
8/19/2026 Van ECK Associates Corp370,381$15.60M0.0%+51.8%0.104%
8/19/2026 Nissay Asset Management Corp Japan35,295$1.49M0.0%+15.1%0.010%
8/19/2026 Hsbc Holdings PLC283,206$11.91M0.0%+33.5%0.079%
8/19/2026 Wellington Management Group LLP22,169$934K0.0%+4.9%0.006%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt1,700$72K0.0%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.15,066$610K0.0%N/A0.004%
8/18/2026 Glenview Trust Co7,680$323K0.0%N/A0.002%
8/18/2026 Comprehensive Money Management Services LLC9,621$405K0.3%N/A0.003%
8/18/2026 Empowered Funds LLC13,208$556K0.0%N/A0.004%
8/18/2026 United Capital Financial Advisors LLC28,640$1.21M0.0%N/A0.008%
8/18/2026 Coastal Bridge Advisors LLC49,352$2.08M0.1%N/A0.014%
8/18/2026 Public Employees Retirement System of Ohio75,647$3.19M0.0%N/A0.021%
8/17/2026 Capstone Investment Advisors LLC10,372$437K0.0%N/A0.003%
8/17/2026 Corient Private Wealth LP51,565$2.17M0.0%N/A0.014%
8/17/2026 Bank of America Corp DE1,886,490$79.44M0.0%N/A0.529%
8/15/2026 Man Group plc97,720$4.12M0.0%N/A0.027%
8/15/2026 Miller Value Partners LLC40,000$1.68M0.4%N/A0.011%
8/15/2026 Jupiter Topco LLC17,173$723K0.0%N/A0.005%
8/14/2026 Hsbc Holdings PLC283,206$11.91M0.0%N/A0.079%
8/14/2026 Legal & General Group Plc3,870,443$162.98M0.0%N/A1.086%
8/14/2026 The Manufacturers Life Insurance Company451,520$19.01M0.0%N/A0.127%
8/14/2026 Visionary Wealth Advisors5,809$245K0.0%N/A0.002%
8/13/2026 Cibc World Market Inc.11,212$472K0.0%N/A0.003%
8/13/2026 Osmosis Investment Management UK Ltd5,752$242K0.0%N/A0.002%
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8/13/2026 Sanctuary Advisors LLC37,073$1.56M0.0%N/A0.010%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.6,513$274K0.0%N/A0.002%
8/13/2026 Davis Asset Management L.P.1,131,000$47.63M1.2%N/A0.317%
8/13/2026 Bank of Nova Scotia314,725$13.25M0.0%N/A0.088%
8/12/2026 Northwestern Mutual Wealth Management Co.131,163$5.52M0.0%N/A0.036%
8/12/2026 Quantbot Technologies LP34,974$1.47M0.1%N/A0.010%
8/12/2026 William Blair Investment Management LLC5,914,905$249.08M0.7%N/A1.643%
8/12/2026 Korea Investment CORP36,905$1.55M0.0%N/A0.010%
8/12/2026 Lalia Capital LLC202,000$8.51M4.1%N/A0.056%
8/12/2026 Keebeck Wealth Management6,955$293K0.0%N/A0.002%
8/11/2026 Keating Financial Advisory Services Inc.1,378$58K0.0%N/A0.000%
8/11/2026 Allworth Financial LP843$35K0.0%N/A0.000%
8/11/2026 B. Metzler seel. Sohn & Co. AG6,365$268K0.0%N/A0.002%
8/11/2026 Algebris UK Ltd.1,923,159$80.73M5.3%N/A0.534%
8/10/2026 one8zero8 LLC74,130$3.12M0.6%N/A0.021%
8/10/2026 NewEdge Wealth LLC9,046$381K0.0%N/A0.003%
8/10/2026 Danske Bank A S127,809$5.38M0.0%N/A0.036%
8/10/2026 Diversify Advisory Services LLC6,216$288K0.0%N/A0.002%
8/7/2026 Buckland Partners Management Co LLC54,400$2.29M1.1%N/A0.015%
8/7/2026 BlackRock Inc.31,984,053$1.35B0.0%N/A8.885%
8/7/2026 Pallas Capital Advisors LLC5,763$243K0.0%N/A0.002%
8/7/2026 Deutsche Bank AG418,318$17.62M0.0%N/A0.116%
8/7/2026 Principle Wealth Partners LLC7,131$300K0.0%N/A0.002%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.307,610$12.95M0.0%N/A0.085%
8/6/2026 Global Retirement Partners LLC4,374$184K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp2,007,599$84.54M0.0%N/A0.558%
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%
6/16/2026 Empowered Funds LLC15,199$735K0.0%+27.1%0.004%
6/3/2026 NewEdge Advisors LLC23,290$1.13M0.0%+40.0%0.006%
5/28/2026 Regents of The University of California1,516,016$73.36M2.4%N/A0.421%
5/26/2026 Glenmede 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%
5/19/2026 Western Wealth Management LLC1,077$52K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE1,338,807$64.79M0.0%-10.2%0.372%
5/19/2026 Arkadios Wealth Advisors18,621$901K0.0%+1.8%0.005%
5/19/2026 Arete Wealth Advisors LLC14,910$721K0.1%-1.5%0.004%
5/18/2026Sunbelt Securities Inc.2,290$111K0.0%+27.9%0.001%
5/18/2026 Amundi656,220$31.75M0.0%-19.8%0.182%
5/18/2026 EverSource Wealth Advisors LLC1,876$91K0.0%+39.7%0.001%
5/18/2026 California State Teachers Retirement System319,119$15.44M0.0%-3.5%0.089%
5/18/2026 Royal Bank of Canada883,679$42.76M0.0%+116.1%0.245%
5/18/2026 Empowered Funds LLC15,199$735K0.0%+27.1%0.004%
5/16/2026 The Manufacturers Life Insurance Company483,102$23.38M0.0%-4.8%0.134%
5/16/2026 Quantinno Capital Management LP24,202$1.17M0.0%-12.3%0.007%
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5/16/2026 Polar Asset Management Partners Inc.74,007$3.58M0.1%N/A0.021%
5/16/2026 Lazard Asset Management LLC160,477$7.77M0.0%-2.6%0.045%
5/15/2026 Gateway Wealth Partners LLC5,460$264K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC14,848$718K0.0%+25.9%0.004%
5/15/2026 Entropy Technologies LP96,565$4.67M0.2%N/A0.027%
5/14/2026 Renaissance Technologies LLC136,700$6.62M0.0%N/A0.038%
5/14/2026 Hilltop Holdings Inc.25,870$1.25M0.1%-28.7%0.007%
5/14/2026 Public Employees Retirement System of Ohio76,122$3.68M0.0%-3.3%0.021%
5/14/2026 Compound Planning Inc.4,730$229K0.0%+9.2%0.001%
5/14/2026 Bank of Nova Scotia106,689$5.16M0.0%+527.6%0.030%


CG Institutional Ownership - Frequently Asked Questions

During the previous two years, 658 institutional investors and hedge funds held shares of Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), BlackRock Inc. ($1.35B), Capital World Investors ($1.18B), Morgan Stanley ($602.33M), State Street Corp ($564.21M), California State Teachers Retirement System ($537.85M), and Massachusetts Financial Services Co. MA ($457.23M).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 586 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: BlackRock Inc. ($31.98M), California State Teachers Retirement System ($12.53M), Norges Bank ($8.68M), William Blair Investment Management LLC ($7.69M), Massachusetts Financial Services Co. MA ($6.02M), Legal & General Group Plc ($4.30M), and Amundi ($3.90M).

Institutional investors have bought a total of 91,601,544 shares in the last 24 months. This purchase volume represents approximately $4.26B in transactions.

Of the 246 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 ($2.82M), Royal Bank of Canada ($1.86M), UBS Group AG ($1.50M), Bamco Inc. NY ($1.34M), Verition Fund Management LLC ($1.32M), Boston Partners ($1.26M), and Balyasny Asset Management L.P. ($979.22K).

Institutional investors have sold a total of 19,623,182 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.


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Institutional ownership data for NASDAQ:CG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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