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The Carlyle Group (CG) Institutional Ownership

The Carlyle Group logo
$35.84 +0.59 (+1.67%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$37.20 +1.36 (+3.79%)
As of 04/17/2025 04:30 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 The Carlyle Group (NASDAQ:CG)

Current
Institutional Ownership
Percentage
55.88%
Number of
Institutional Buyers
(last 12 months)
345
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$1.17B
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CG Institutional Buying and Selling by Quarter

The Carlyle Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 Wolf Group Capital Advisors39,722$1.73M0.6%-22.3%0.011%
4/18/2025 Bfsg LLC7,130$311K0.0%+13.0%0.002%
4/17/2025 QRG Capital Management Inc.20,829$908K0.0%-6.8%0.006%
4/17/2025 Sowell Financial Services LLC7,628$333K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC73,340$3.20M0.0%-7.6%0.020%
4/17/2025 North Star Investment Management Corp.11,862$517K0.0%-8.7%0.003%
4/17/2025 Prentice Wealth Management LLC5,820$254K0.1%N/A0.002%
4/17/2025 Dynamic Advisor Solutions LLC5,147$224K0.0%+6.5%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC10,929$476K0.0%+105.5%0.003%
4/16/2025 Tritonpoint Wealth LLC10,510$458K0.0%-6.0%0.003%
4/16/2025 Stanley Laman Group Ltd.87,617$3.82M0.6%-17.7%0.024%
4/16/2025 Allen Mooney & Barnes Investment Advisors LLC306,361$13.35M2.2%N/A0.085%
4/15/2025 Greenwood Capital Associates LLC10,223$446K0.1%N/A0.003%
4/15/2025 Fifth Third Bancorp90,480$3.94M0.0%+9,305.4%0.025%
4/15/2025 Zhang Financial LLC20,332$886K0.0%+47.0%0.006%
4/15/2025 Assenagon Asset Management S.A.386,195$16.83M0.0%+62.6%0.107%
4/15/2025 Franklin Street Advisors Inc. NC692,173$30.17M2.1%+97.8%0.192%
4/15/2025 SG Americas Securities LLC247,836$10.80M0.0%+684.5%0.069%
4/15/2025 Avanza Fonder AB15,407$713K0.0%-6.0%0.004%
4/15/2025 GAMMA Investing LLC6,264$273K0.0%+14.7%0.002%
4/14/2025 Yousif Capital Management LLC75,209$3.28M0.0%-2.1%0.021%
4/14/2025 Farther Finance Advisors LLC973$43K0.0%+117.2%0.000%
4/14/2025 Daymark Wealth Partners LLC10,014$437K0.0%+106.8%0.003%
4/14/2025 Wesbanco Bank Inc.177,891$7.75M0.3%+26.9%0.049%
4/14/2025 Park Avenue Securities LLC11,303$493K0.0%+36.4%0.003%
4/14/2025 Wedmont Private Capital5,635$246K0.0%+28.3%0.002%
4/14/2025 UMB Bank n.a.3,445$150K0.0%-29.2%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.31,018$1.35M0.1%-27.8%0.009%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc221,411$9.65M0.1%-41.6%0.061%
4/10/2025 Whipplewood Advisors LLC572$25K0.0%+5,100.0%0.000%
4/9/2025 Harbor Investment Advisory LLC5,000$218K0.0%-9.1%0.001%
4/8/2025 Rhumbline Advisers603,895$26.32M0.0%-0.3%0.167%
4/8/2025 Sterneck Capital Management LLC10,469$456K0.2%+61.8%0.003%
4/7/2025 GAMMA Investing LLC273,048$11.90M0.0%+4,898.1%0.076%
4/4/2025 Moody National Bank Trust Division27,971$1.22M0.1%-1.5%0.008%
3/24/2025Wellington Management Group LLP8,664$437K0.0%+4.1%0.002%
3/18/2025California State Teachers Retirement System295,531$14.92M0.0%-17.6%0.082%
3/17/2025 Wealth Enhancement Advisory Services LLC5,318$269K0.0%-18.7%0.001%
3/14/2025Lansforsakringar Fondforvaltning AB publ 74,221$3.75M0.0%N/A0.021%
3/4/2025Siemens Fonds Invest GmbH1,781$90K0.0%N/A0.000%
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2/25/2025B. Riley Wealth Advisors Inc.12,332$623K0.0%-4.1%0.003%
2/22/2025American Trust5,320$269K0.0%+6.8%0.001%
2/20/2025Forum Financial Management LP6,540$330K0.0%N/A0.002%
2/19/2025Toronto Dominion Bank46,016$2.32M0.0%-20.4%0.013%
2/19/2025Public Employees Retirement System of Ohio75,210$3.80M0.0%-5.4%0.021%
2/18/2025Sunbelt Securities Inc.2,000$101K0.0%+100.0%0.001%
2/18/2025Breed s Hill Capital LLC4,000$202K0.1%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,163,334$58.74M0.0%-17.2%0.325%
2/17/2025Worldquant Millennium Advisors LLC427,205$21.57M0.1%+0.3%0.119%
2/17/2025iSAM Funds UK Ltd11,765$594K0.4%N/A0.003%
2/17/2025Vident Advisory LLC4,958$250K0.0%-9.6%0.001%
2/17/2025Visionary Wealth Advisors7,153$361K0.0%-4.0%0.002%
2/17/2025Tidal Investments LLC5,219$264K0.0%+6.2%0.001%
2/17/2025Toronto Dominion Bank46,016$2.32M0.0%-20.4%0.013%
2/17/2025Siemens Fonds Invest GmbH1,781$90K0.0%N/A0.000%
2/17/2025Royal Bank of Canada368,375$18.60M0.0%+2.7%0.103%
2/17/2025Prana Capital Management LP467,057$23.58M1.1%+21.5%0.131%
2/17/2025ProShare Advisors LLC9,878$499K0.0%+7.8%0.003%
2/17/2025Main Street Group LTD568$29K0.0%N/A0.000%
2/17/2025Nissay Asset Management Corp Japan ADV28,026$1.43M0.0%-1.0%0.008%
2/17/2025Nomura Holdings Inc.28,002$1.41M0.0%N/A0.008%
2/17/2025Nuveen Asset Management LLC483,102$24.39M0.0%+5.9%0.135%
2/17/2025Meketa Capital LLC47,347$2.39M5.4%N/A0.013%
2/17/2025MJP Associates Inc. ADV4,373$221K0.0%N/A0.001%
2/17/2025Lazard Asset Management LLC231,598$11.69M0.0%-31.5%0.065%
2/17/2025LRI Investments LLC633$32K0.0%N/A0.000%
2/17/2025Investment Management Corp of Ontario6,409$324K0.0%-16.9%0.002%
2/17/2025Janus Henderson Group PLC15,394$777K0.0%-19.0%0.004%
2/17/2025Jefferies Financial Group Inc.270,612$13.66M0.1%+5,484.2%0.076%
2/17/2025Focus Partners Wealth4,265$215K0.0%N/A0.001%
2/17/2025Frontier Capital Management Co. LLC2,455,963$124.00M1.2%+98.8%0.687%
2/17/2025Coastal Bridge Advisors LLC58,539$2.96M0.7%-12.4%0.016%
2/17/2025Deutsche Bank AG1,041,816$52.60M0.0%+250.1%0.291%
2/17/2025Deprince Race & Zollo Inc.402,382$20.32M0.4%-50.8%0.112%
2/17/2025Cornerstone Select Advisors LLC4,415$223K0.2%N/A0.001%
2/17/2025Covenant Partners LLC6,129$309K0.1%N/A0.002%
2/17/2025Cresset Asset Management LLC5,671$286K0.0%-50.5%0.002%
2/17/2025CastleKnight Management LP77,500$3.91M0.1%+364.1%0.022%
2/17/2025Cetera Investment Advisers45,085$2.28M0.0%+12.6%0.013%
2/17/2025Cary Street Partners Financial LLC5,374$271K0.0%N/A0.002%
2/17/2025Azora Capital LP262,789$13.27M0.6%N/A0.073%
2/17/2025Brown Advisory Inc.882,176$44.54M0.1%-31.9%0.247%
2/17/2025Balyasny Asset Management L.P.1,579,178$79.73M0.1%+24.7%0.442%
2/17/2025Bank of America Corp DE764,394$38.59M0.0%+4.1%0.214%
2/17/2025Bearing Point Capital LLC9,570$483K0.1%N/A0.003%
2/17/2025Benjamin Edwards Inc.23,072$1.17M0.0%+28.1%0.006%
2/17/2025BNP Paribas Financial Markets83,715$4.23M0.0%N/A0.023%
2/17/2025Ameriprise Financial Inc.2,237,249$112.96M0.0%+8.1%0.625%
2/17/2025Alkeon Capital Management LLC5,244,455$264.79M0.5%-36.4%1.466%
2/17/2025Ariel Investments LLC4,910,736$247.94M2.6%-3.5%1.373%
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2/17/2025AXA S.A.10,718$541K0.0%N/A0.003%
2/17/2025Absolute Gestao de Investimentos Ltda.44,102$2.23M0.9%-16.6%0.012%
2/14/2025Meiji Yasuda Life Insurance Co13,600$687K0.0%N/A0.004%
2/14/2025Mercer Global Advisors Inc. ADV17,306$874K0.0%-35.0%0.005%
2/14/2025Freestone Grove Partners LP195,259$9.86M0.1%N/A0.055%
2/14/2025Comerica Bank199,879$10.09M0.0%+101.5%0.056%
2/14/2025Soros Fund Management LLC459,585$23.20M0.3%N/A0.128%
2/14/2025Schonfeld Strategic Advisors LLC10,955$553K0.0%-75.0%0.003%
2/14/2025Northern Trust Corp2,205,181$111.34M0.0%+14.9%0.617%
2/14/2025The Manufacturers Life Insurance Company 259,071$13.08M0.0%-47.4%0.072%
(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, 560 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.17B), Capital World Investors ($998.61M), BlackRock Inc. ($700.15M), William Blair Investment Management LLC ($668.99M), Morgan Stanley ($543.63M), Boston Partners ($358.69M), and State Street Corp ($327.97M).Learn more on CG's institutional investors.

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

55.88% 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 475 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: Bank Julius Baer & Co. Ltd Zurich ($14.74M), William Blair Investment Management LLC ($8.53M), Massachusetts Financial Services Co. MA ($6.34M), Capital World Investors ($6.13M), Norges Bank ($4.10M), Goldman Sachs Group Inc. ($3.42M), and Ariel Investments LLC ($3.39M).

How much institutional buying is happening at The Carlyle Group?

Institutional investors have bought a total of 98,213,628 shares in the last 24 months. This purchase volume represents approximately $3.81B in transactions.

Which The Carlyle Group major shareholders have been selling company stock?

Of the 290 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: Alkeon Capital Management LLC ($3.70M), Vulcan Value Partners LLC ($3.13M), Vanguard Group Inc. ($2.95M), Assenagon Asset Management S.A. ($2.08M), National Bank of Canada FI ($1.78M), Ariel Investments LLC ($1.68M), and Morgan Stanley ($1.54M).

How much institutional selling is happening at The Carlyle Group?

Institutional investors have sold a total of 42,065,330 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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This page (NASDAQ:CG) was last updated on 4/20/2025 by MarketBeat.com Staff
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