S&P 500   4,443.11
DOW   34,869.37
QQQ   370.35
S&P 500   4,443.11
DOW   34,869.37
QQQ   370.35
S&P 500   4,443.11
DOW   34,869.37
QQQ   370.35
S&P 500   4,443.11
DOW   34,869.37
QQQ   370.35
NASDAQ:CG

The Carlyle Group Institutional Ownership

$48.34
+0.03 (+0.06 %)
(As of 09/27/2021 04:00 PM ET)
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Today's Range
$47.77
$48.44
50-Day Range
$44.89
$51.07
52-Week Range
$24.04
$51.55
Volume1.06 million shs
Average Volume1.70 million shs
Market Capitalization$17.13 billion
P/E Ratio6.70
Dividend Yield2.07%
Beta1.38

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

Institutional Ownership Percentage: 39.48%
Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter


The Carlyle Group (NASDAQ CG) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/13/2021Bank of America Corp DE1,552,869$72.18M0.0%+9.8%0.438%
9/3/2021Parametric Portfolio Associates LLC29,713$1.38M0.0%+83.8%0.008%
8/30/2021B. Metzler seel. Sohn & Co. Holding AG4,736$0.22M0.0%N/A0.001%
8/26/2021Comerica Bank4,487$0.21M0.0%N/A0.001%
8/25/2021Marshall Wace LLP135,737$6.31M0.0%-10.3%0.038%
8/25/2021Marshall Wace North America L.P.550,114$25.57M0.1%-26.7%0.155%
8/18/2021Colony Group LLC14,787$0.69M0.0%+25.0%0.004%
8/17/2021Wells Fargo & Company MN388,680$18.07M0.0%+30.9%0.110%
8/17/2021Bramshill Investments LLC22,479$1.05M0.1%+46.7%0.006%
8/17/2021Invesco Ltd.318,104$14.79M0.0%+27.0%0.090%
8/17/2021Metropolitan Life Insurance Co NY3,357$0.16M0.0%+335,600.0%0.001%
8/17/2021Millennium Management LLC117,304$5.45M0.0%+58.0%0.033%
8/17/2021Miller Value Partners LLC105,000$4.88M0.1%-22.4%0.030%
8/17/2021Man Group plc160,545$7.46M0.0%+116.6%0.045%
8/17/2021Price T Rowe Associates Inc. MD38,691$1.80M0.0%-6.4%0.011%
8/17/2021Prudential Financial Inc.48,061$2.23M0.0%N/A0.014%
8/17/2021Boothbay Fund Management LLC8,469$0.39M0.0%N/A0.002%
8/17/2021Canada Pension Plan Investment Board942$44K0.0%N/A0.000%
8/16/2021Bank of America Corp DE1,552,869$72.18M0.0%+9.8%0.438%
8/16/2021Amalgamated Bank31,012$1.44M0.0%+114.0%0.009%
8/16/2021FinTrust Capital Advisors LLC3,000$0.14M0.0%-40.0%0.001%
8/16/2021UBS Asset Management Americas Inc.460,041$21.38M0.0%-27.4%0.130%
8/16/2021FORA Capital LLC10,785$0.50M0.1%+122.1%0.003%
8/16/2021Cubist Systematic Strategies LLC147,446$6.85M0.1%+49.6%0.042%
8/16/2021California State Teachers Retirement System288,692$13.42M0.0%+24.5%0.081%
8/16/2021Prana Capital Management LP282,365$13.12M0.9%-11.9%0.080%
8/16/2021First Trust Advisors LP202,950$9.43M0.0%+727.8%0.057%
8/16/2021Public Employees Retirement System of Ohio93,719$4.36M0.0%+48.3%0.026%
8/16/2021Vulcan Value Partners LLC18,120,791$842.25M4.6%-7.9%5.112%
8/16/2021Royal Bank of Canada154,167$7.17M0.0%+4.0%0.043%
8/16/2021Morgan Stanley16,028,163$744.99M0.1%+61.3%4.522%
8/16/2021Amundi92,143$4.28M0.0%N/A0.026%
8/16/2021Credit Suisse AG668,811$31.09M0.0%-1.1%0.189%
8/16/2021Schonfeld Strategic Advisors LLC589,700$27.41M0.3%+112.8%0.166%
8/16/2021Spouting Rock Asset Management LLC17,158$0.80M0.2%-19.1%0.005%
8/16/2021Charles Schwab Investment Management Inc.611,897$28.44M0.0%+8.1%0.173%
8/16/2021Cipher Capital LP23,671$1.10M0.6%N/A0.007%
8/16/2021Utah Retirement Systems30,900$1.44M0.0%+36.7%0.009%
8/16/2021Machina Capital S.A.S.4,700$0.22M0.4%N/A0.001%
8/16/2021Andra AP fonden113,900$5.29M0.1%-22.9%0.032%
8/16/2021State Street Corp3,272,778$152.12M0.0%+32.2%0.923%
8/16/2021Nuveen Asset Management LLC591,176$27.48M0.0%+7.2%0.167%
8/16/2021Goldman Sachs Group Inc.689,467$32.05M0.0%-53.2%0.195%
8/16/2021M&T Bank Corp10,373$0.48M0.0%+5.6%0.003%
8/16/2021Macquarie Group Ltd.46,194$2.15M0.0%-6.7%0.013%
8/16/2021Marshall Wace LLP135,737$6.31M0.0%-10.3%0.038%
8/16/2021Poehling Capital Management LLC69,389$3.23M1.0%-1.4%0.020%
8/16/2021Wagner Wealth Management LLC2,651$0.12M0.1%-8.2%0.001%
8/16/2021Wellington Shields Capital Management LLC70,538$3.28M0.4%-0.3%0.020%
8/16/2021Allianz Asset Management GmbH5,830$0.27M0.0%-97.5%0.002%
8/13/2021Renaissance Technologies LLC126,500$5.88M0.0%-75.4%0.036%
8/13/2021Steward Partners Investment Advisory LLC31,928$1.48M0.0%+2.3%0.009%
8/13/2021King Luther Capital Management Corp4,700$0.22M0.0%N/A0.001%
8/13/2021Northern Trust Corp1,408,571$65.47M0.0%-1.0%0.397%
8/13/2021Caisse DE Depot ET Placement DU Quebec120,000$5.58M0.0%-9.5%0.034%
8/13/2021United Capital Financial Advisers LLC46,370$2.16M0.0%-30.5%0.013%
8/13/2021Ossiam13,779$0.70M0.0%N/A0.004%
8/13/2021Natixis956,430$44.46M0.2%+6.6%0.270%
8/13/2021OLD Mission Capital LLC17,838$0.83M0.0%N/A0.005%
8/13/2021Inscription Capital LLC7,200$0.34M0.0%N/A0.002%
8/13/2021Sigma Planning Corp54,302$2.52M0.1%-0.4%0.015%
8/13/2021Neuberger Berman Group LLC398,588$18.41M0.0%-10.6%0.112%
8/13/2021California Public Employees Retirement System352,637$16.39M0.0%+24.7%0.099%
8/13/2021LPL Financial LLC71,689$3.33M0.0%+5.7%0.020%
8/13/2021Jackson Square Partners LLC2,827,121$131.40M0.8%-12.4%0.798%
8/13/2021Stifel Financial Corp72,010$3.35M0.0%-3.8%0.020%
8/13/2021Bamco Inc. NY2,457,796$114.24M0.3%N/A0.693%
8/13/2021Ensign Peak Advisors Inc2,345$0.11M0.0%N/A0.001%
8/13/2021Toronto Dominion Bank22,844$1.06M0.0%+19.6%0.006%
8/13/2021Geode Capital Management LLC1,855,016$86.09M0.0%+11.5%0.523%
8/13/2021Vanguard Group Inc.16,676,488$775.12M0.0%+3.3%4.705%
8/13/2021Northwestern Mutual Wealth Management Co.2,823$0.13M0.0%+368.2%0.001%
8/13/2021FMR LLC559,466$26M0.0%+7.7%0.158%
8/13/2021Seven Eight Capital LP29,389$1.37M0.2%+59.7%0.008%
8/13/2021ProShare Advisors LLC9,982$0.46M0.0%+3.3%0.003%
8/12/2021Private Advisor Group LLC7,419$0.35M0.0%+16.0%0.002%
8/12/2021XTX Topco Ltd10,587$0.49M0.2%+27.8%0.003%
8/12/2021Healthcare of Ontario Pension Plan Trust Fund896,714$41.68M0.1%+497.8%0.253%
8/12/2021SG Americas Securities LLC13,982$0.65M0.0%+92.0%0.004%
8/12/2021Advisory Services Network LLC2,271$0.11M0.0%N/A0.001%
8/12/2021State of Wisconsin Investment Board117,987$5.48M0.0%+6.4%0.033%
8/12/2021Stephens Inc. AR42,565$1.98M0.0%+166.8%0.012%
8/12/2021Legal & General Group Plc2,886,380$134.16M0.0%+11.4%0.814%
8/12/2021JPMorgan Chase & Co.270,572$12.58M0.0%+0.3%0.076%
8/12/2021Guyasuta Investment Advisors Inc.5,000$0.23M0.0%N/A0.001%
8/12/2021Blair William & Co. IL7,318$0.34M0.0%-11.0%0.002%
8/12/2021Bank of Montreal Can113,299$5.31M0.0%+2.1%0.032%
8/12/2021Bank of Nova Scotia884,768$41.12M0.1%-27.9%0.250%
8/12/2021Baltimore Washington Financial Advisors Inc.26,529$1.23M0.1%N/A0.007%
8/12/2021Knights of Columbus Asset Advisors LLC87,868$4.08M0.4%+82.0%0.025%
8/12/2021Fjarde AP Fonden Fourth Swedish National Pension Fund86,500$4.02M0.0%+16.7%0.024%
8/12/2021Shell Asset Management Co.1,012$47K0.0%-23.3%0.000%
8/12/2021Mitsubishi UFJ Trust & Banking Corp76,558$3.56M0.0%-17.7%0.022%
8/12/2021Regentatlantic Capital LLC11,057$0.51M0.0%-6.0%0.003%
8/12/2021Bridgefront Capital LLC7,784$0.36M0.1%N/A0.002%
8/12/2021Forsta AP Fonden13,700$0.64M0.0%N/A0.004%
8/12/2021Korea Investment CORP57,600$2.68M0.0%+127.7%0.016%
8/11/2021Commonwealth Equity Services LLC71,308$3.31M0.0%-3.3%0.020%
8/11/2021Great West Life Assurance Co. Can51,347$2.39M0.0%-18.9%0.014%
8/11/2021Bank of New York Mellon Corp470,788$21.88M0.0%+16.7%0.133%
(Data available from 1/1/2016 forward)

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The Carlyle Group (NASDAQ:CG) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of The Carlyle Group?

During the previous two years, 363 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vulcan Value Partners LLC ($842.25M), Vanguard Group Inc. ($775.12M), Morgan Stanley ($744.99M), BlackRock Inc. ($360.90M), State Street Corp ($152.12M), Alkeon Capital Management LLC ($134.30M), and Legal & General Group Plc ($134.16M).Learn more on CG's institutional investors

What percentage of The Carlyle Group stock is owned by institutional investors?

39.48% of The Carlyle Group stock is owned by institutional investors. Learn more on CG's institutional investor holdings

Which institutional investors have been buying The Carlyle Group stock?

Of the 326 institutional investors that purchased The Carlyle Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($15.04M), Morgan Stanley ($9.03M), Capital World Investors ($5.26M), Bamco Inc. NY ($2.46M), Bessemer Group Inc. ($2.04M), Samlyn Capital LLC ($1.78M), and Alkeon Capital Management LLC ($1.69M).

How much institutional buying is happening at The Carlyle Group?

Institutional investors have bought a total of 67,947,456 shares in the last 24 months. This purchase volume represents approximately $4.25B in transactions.

Which The Carlyle Group institutionals have been selling company stock?

Of the 170 institutional investors that sold The Carlyle Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($7.43M), Vulcan Value Partners LLC ($7.30M), Invesco Ltd. ($3.03M), JPMorgan Chase & Co. ($2.28M), UBS Group AG ($2.15M), Neuberger Berman Group LLC ($1.37M), and Millennium Management LLC ($1.20M).

How much institutional selling is happening at The Carlyle Group?

Institutional investors have sold a total of 37,328,263 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.

This page was last updated on 9/28/2021 by MarketBeat.com Staff

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