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S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
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S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
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Healthcare Takes A Big Step Forward With The Help Of AI (Ad)
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The Carlyle Group (CG) Institutional Ownership

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$45.27
-0.52 (-1.14%)
(As of 04/15/2024 ET)
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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)
299
Total
Institutional Inflows
(last 12 months)
$2.64B
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$925.25M
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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
4/15/2024Investment Partners Asset Management Inc.4,696$220K0.2%N/A0.001%
4/15/2024Atlas Capital Advisors LLC4,125$194K0.0%N/A0.001%
4/13/2024 Parkside Investments LLC10,350$486K0.1%N/A0.003%
4/11/2024 Guinness Asset Management LTD11,601$544K0.0%-3.0%0.003%
4/10/2024 Park Avenue Securities LLC7,452$350K0.0%+13.9%0.002%
4/9/2024 Alaska Permanent Fund Corp67,032$3.14M0.0%-10.7%0.019%
4/5/2024 GAMMA Investing LLC1,156$54K0.0%+22.8%0.000%
4/5/2024 Compass Wealth Management LLC1,215$57K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.29,192$1.19M0.0%+12.1%0.008%
3/15/2024B. Riley Wealth Advisors Inc.12,466$507K0.0%-15.9%0.003%
3/11/2024Vanguard Group Inc.24,876,188$1.01B0.0%+7.6%6.870%
3/5/2024Wellington Management Group LLP5,224$213K0.0%N/A0.001%
3/1/2024Royal London Asset Management Ltd.64,513$2.63M0.0%+3.3%0.018%
3/1/2024Goldman Sachs Group Inc.2,593,761$105.54M0.0%+194.2%0.716%
2/28/2024American International Group Inc.292,367$11.90M0.0%+16,334.3%0.081%
2/28/2024Abel Hall LLC5,187$211K0.2%N/A0.001%
2/26/2024Virtu Financial LLC15,476$630K0.0%N/A0.004%
2/26/2024Teachers Retirement System of The State of Kentucky76,000$3.09M0.0%N/A0.021%
2/16/2024Price T Rowe Associates Inc. MD759,498$30.91M0.0%-68.6%0.211%
2/16/2024Public Employees Retirement System of Ohio98,802$4.02M0.0%+7.9%0.027%
2/15/2024Mercer Global Advisors Inc. ADV62,476$2.54M0.0%+5.6%0.017%
2/15/2024Partners Group Holding AG498,052$20.27M1.7%+1.7%0.138%
2/15/2024Coastal Bridge Advisors LLC68,545$2.79M0.7%-2.4%0.019%
2/15/2024Moneta Group Investment Advisors LLC7,554$307K0.0%N/A0.002%
2/15/2024Legal & General Group Plc4,136,842$168.33M0.0%+10.3%1.149%
2/15/2024Barclays PLC1,255,554$51.09M0.0%+162.3%0.349%
2/15/2024Andra AP fonden208,800$8.50M0.5%-10.7%0.058%
2/15/2024Vanguard Group Inc.24,876,188$1.01B0.0%+7.6%6.911%
2/15/2024Voya Investment Management LLC30,637$1.25M0.0%+12.1%0.009%
2/15/2024Nwam LLC97,090$3.95M0.3%-18.2%0.027%
2/15/2024Nuveen Asset Management LLC576,657$23.46M0.0%+1.5%0.160%
2/15/2024Price T Rowe Associates Inc. MD759,498$30.91M0.0%-68.6%0.211%
2/15/2024Profund Advisors LLC6,496$264K0.0%N/A0.002%
2/15/2024Public Sector Pension Investment Board28,837$1.17M0.0%+7.0%0.008%
2/15/2024Gamco Investors INC. ET AL20,000$814K0.0%-2.4%0.006%
2/15/2024Groupama Asset Managment76,896$3.13M0.1%N/A0.021%
2/15/2024Gotham Asset Management LLC43,858$1.79M0.0%-14.8%0.012%
2/15/2024Comerica Bank127,609$5.19M0.0%+215.3%0.035%
2/15/2024Argent Capital Management LLC2,015,654$82.02M2.7%-1.9%0.560%
2/14/2024Royal Bank of Canada278,462$11.33M0.0%-20.6%0.077%
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2/14/2024Pathstone Holdings LLC11,923$485K0.0%N/A0.003%
2/14/2024Kestra Advisory Services LLC40,628$1.65M0.0%+454.4%0.011%
2/14/2024Frontier Capital Management Co. LLC820,615$33.39M0.3%+238.4%0.228%
2/14/2024Ethic Inc.8,440$343K0.0%-58.5%0.002%
2/14/2024BOKF NA38,668$1.57M0.0%-6.8%0.011%
2/14/2024Sirios Capital Management L P446,736$18.18M3.7%+7.6%0.124%
2/14/2024Balyasny Asset Management L.P.779,412$31.71M0.1%-37.3%0.217%
2/14/2024Cresset Asset Management LLC9,527$388K0.0%+41.6%0.003%
2/14/2024Elo Mutual Pension Insurance Co18,855$767K0.0%+3.7%0.005%
2/14/2024Intrepid Capital Management Inc.12,103$492K0.3%+2.6%0.003%
2/14/2024Sei Investments Co.34,649$1.41M0.0%-17.1%0.010%
2/14/2024Partners Group Holding AG498,052$20.27M2.4%+1.7%0.138%
2/14/2024Stamos Capital Partners L.P.11,980$487K0.1%N/A0.003%
2/14/2024Vulcan Value Partners LLC8,435,231$343.00M5.0%-14.0%2.343%
2/13/2024Epoch Investment Partners Inc.20,763$845K0.0%-15.1%0.006%
2/13/2024Envestnet Asset Management Inc.336,275$13.68M0.0%+9.1%0.093%
2/13/2024Stephens Inc. AR79,567$3.24M0.1%+3.5%0.022%
2/13/2024Northern Trust Corp1,932,728$78.64M0.0%+23.0%0.537%
2/13/2024American International Group Inc.292,367$11.90M0.1%+16,334.3%0.081%
2/13/2024Cibc World Markets Corp6,017$245K0.0%N/A0.002%
2/13/2024Public Employees Retirement Association of Colorado20,098$818K0.0%+198.3%0.006%
2/13/2024Cetera Advisor Networks LLC10,314$420K0.0%+5.6%0.003%
2/13/2024Oppenheimer & Co. Inc.379,119$15.43M0.3%-2.5%0.105%
2/13/2024Tower Research Capital LLC TRC 49,740$2.02M0.0%+73.3%0.014%
2/13/2024Capital World Investors19,973,331$812.72M0.1%+0.0%5.549%
2/13/2024First Trust Advisors LP360,454$14.67M0.0%-57.5%0.100%
2/13/2024Goldman Sachs Group Inc.2,593,761$105.54M0.0%+194.2%0.721%
2/13/2024Royal London Asset Management Ltd.64,513$2.63M0.0%+3.3%0.018%
2/13/2024CIBC Asset Management Inc6,727$274K0.0%-7.8%0.002%
2/13/2024The Manufacturers Life Insurance Company 565,814$23.02M0.0%+66.5%0.157%
2/13/2024KBC Group NV122,214$4.97M0.0%-26.1%0.034%
2/13/2024California State Teachers Retirement System339,052$13.80M0.0%-3.7%0.094%
2/12/2024Bank of Nova Scotia69,931$2.85M0.0%-64.7%0.019%
2/12/2024Gold Investment Management Ltd.1,382$56K0.0%N/A0.000%
2/12/2024Treasurer of the State of North Carolina93,564$3.81M0.0%+1.0%0.026%
2/12/2024Allianz Asset Management GmbH46,370$1.89M0.0%-1.3%0.013%
2/12/2024Stifel Financial Corp203,840$8.29M0.0%+41.9%0.057%
2/12/2024TD Asset Management Inc154,555$6.29M0.0%+2.4%0.043%
2/12/2024Steward Partners Investment Advisory LLC55,777$2.27M0.0%+11.1%0.015%
2/12/2024Paradigm Asset Management Co. LLC25,700$1.05M0.3%-3.0%0.007%
2/12/2024Hilltop Holdings Inc.20,008$814K0.1%+8.6%0.006%
2/12/2024Hsbc Holdings PLC68,664$2.79M0.0%-32.4%0.019%
2/9/2024Nomura Asset Management Co. Ltd.59,183$2.41M0.0%-3.2%0.016%
2/9/2024TBH Global Asset Management LLC12,763$519K0.1%-15.5%0.004%
2/9/2024US Bancorp DE76,190$3.10M0.0%-0.4%0.021%
2/9/2024Cambridge Investment Research Advisors Inc.33,356$1.36M0.0%+3.5%0.009%
2/9/2024EverSource Wealth Advisors LLC2,857$116K0.0%+203.0%0.001%
2/9/2024Western Pacific Wealth Management LP2,134$87K0.1%+22.4%0.001%
2/9/2024Franklin Resources Inc.13,484$549K0.0%+58.0%0.004%
2/9/2024Assetmark Inc.192,727$7.84M0.0%+40.2%0.054%
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2/9/2024Corient Private Wealth LLC40,930$1.67M0.0%-7.2%0.011%
2/9/2024D.A. Davidson & CO.28,722$1.17M0.0%-8.0%0.008%
2/9/2024Wells Fargo & Company MN360,644$14.68M0.0%-3.4%0.100%
2/9/2024Beutel Goodman & Co Ltd.4,319,731$175.77M0.9%-0.4%1.200%
2/9/2024Thoroughbred Financial Services LLC16,212$659K0.1%-3.8%0.005%
2/9/2024UBS Group AG575,014$23.40M0.0%-15.1%0.160%
2/9/2024PNC Financial Services Group Inc.29,192$1.19M0.0%+12.1%0.008%
2/9/2024BI Asset Management Fondsmaeglerselskab A S20,555$836K0.0%+10.7%0.006%
2/9/2024Dynamic Technology Lab Private Ltd9,095$370K0.0%N/A0.003%
2/9/2024Norges Bank3,213,827$130.77M0.0%N/A0.893%
(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, 571 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.01B), Capital World Investors ($812.72M), BlackRock Inc. ($700.15M), Morgan Stanley ($543.63M), Alkeon Capital Management LLC ($344.75M), Vulcan Value Partners LLC ($343.00M), and William Blair Investment Management LLC ($267.74M).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 519 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), BlackRock Inc. ($9.58M), William Blair Investment Management LLC ($8.88M), Norges Bank ($6.64M), Ariel Investments LLC ($6.26M), Capital World Investors ($6.00M), and Natixis ($5.64M).

How much institutional buying is happening at The Carlyle Group?

Institutional investors have bought a total of 153,770,471 shares in the last 24 months. This purchase volume represents approximately $5.03B in transactions.

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

Of the 312 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: Deutsche Bank AG ($6.22M), Assenagon Asset Management S.A. ($5.81M), Price T Rowe Associates Inc. MD ($3.32M), National Bank of Canada FI ($3.16M), Vulcan Value Partners LLC ($2.97M), Balyasny Asset Management L.P. ($2.28M), and BlackRock Inc. ($2.14M).

How much institutional selling is happening at The Carlyle Group?

Institutional investors have sold a total of 64,451,849 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.


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This page (NASDAQ:CG) was last updated on 4/16/2024 by MarketBeat.com Staff

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