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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$37.24 -1.01 (-2.64%)
Closing price 04:00 PM Eastern
Extended Trading
$37.37 +0.13 (+0.34%)
As of 07:49 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)
385
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
247
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
10/9/2026Sound Income Strategies LLC129,024$4.95M0.1%+1.8%0.036%
10/9/2026Wedmont Private Capital6,169$237K0.0%-17.0%0.002%
10/9/2026GAMMA Investing LLC8,615$342K0.0%+10.8%0.002%
10/9/2026Galvin Gaustad & Stein LLC169,328$6.72M0.5%-18.4%0.048%
10/8/2026Farther Finance Advisors LLC10,615$421K0.0%+30.8%0.003%
10/8/2026Everhart Financial Group Inc.10,413$413K0.0%-8.4%0.003%
10/6/2026Moody National Bank Trust Division24,272$963K0.1%+36.1%0.007%
10/5/2026Argent Capital Management LLC258,612$10.26M0.1%-3.3%0.073%
9/23/2026Envestnet Portfolio Solutions Inc.5,254$221K0.0%+22.7%0.001%
9/9/2026Sequoia Financial Advisors LLC7,794$328K0.0%-6.0%0.002%
9/9/2026National Pension Service15,875$668K0.0%+4.1%0.004%
9/9/2026Integrated Wealth Concepts LLC5,288$223K0.0%-36.0%0.001%
9/9/2026NewEdge Advisors LLC22,792$960K0.0%-2.1%0.006%
9/9/2026GFG Capital LLC51,942$2.19M0.5%+4.3%0.015%
9/9/2026IFP Advisors Inc880$37K0.0%-23.3%0.000%
9/9/2026Squarepoint Ops LLC495,608$20.87M0.0%+958.8%0.139%
9/8/2026Allworth Financial LP843$35K0.0%-36.8%0.000%
9/8/2026Arizona State Retirement System75,075$3.16M0.0%+17.5%0.021%
8/27/2026Corient Private Wealth LP47,904$2.02M0.0%-6.1%0.013%
8/26/2026Amundi3,406,001$143.43M0.0%+419.0%0.956%
8/26/2026HighTower Advisors LLC45,719$1.93M0.0%-31.5%0.013%
8/24/2026Caz Investments LP106,000$4.46M0.9%N/A0.030%
8/23/2026Wedmont Private Capital7,433$332K0.0%+4.1%0.002%
8/23/2026HB Wealth Management LLC13,083$551K0.0%-5.8%0.004%
8/23/2026Saudi Central Bank18,330$772K0.0%+111.2%0.005%
8/22/2026AlphaGrep UK Ltd9,872$416K0.1%N/A0.003%
8/22/2026TD Waterhouse Canada Inc.64,289$2.72M0.0%+9.2%0.018%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC238,500$10.04M1.5%-7.8%0.067%
8/20/2026Benjamin Edwards Inc.18,752$790K0.0%+21.0%0.005%
8/20/2026Northwestern Mutual Wealth Management Co.131,163$5.52M0.0%+7.3%0.037%
8/20/2026Private Management Group Inc.954,767$40.21M1.1%+38.1%0.268%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,602,700$67.49M0.0%+5.7%0.450%
8/19/2026Royal London Asset Management Ltd.204,929$8.63M0.0%-0.5%0.058%
8/19/2026Van ECK Associates Corp370,381$15.60M0.0%+51.8%0.104%
8/19/2026Nissay Asset Management Corp Japan35,295$1.49M0.0%+15.1%0.010%
8/19/2026Hsbc Holdings PLC283,206$11.91M0.0%+33.5%0.079%
8/19/2026Wellington Management Group LLP22,169$934K0.0%+4.9%0.006%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,700$72K0.0%N/A0.000%
8/18/2026Rakuten Investment Management Inc.15,066$610K0.0%N/A0.004%
8/18/2026Glenview Trust Co7,680$323K0.0%N/A0.002%
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8/18/2026Comprehensive Money Management Services LLC9,621$405K0.3%N/A0.003%
8/18/2026Empowered Funds LLC13,208$556K0.0%N/A0.004%
8/18/2026United Capital Financial Advisors LLC28,640$1.21M0.0%N/A0.008%
8/18/2026Coastal Bridge Advisors LLC49,352$2.08M0.1%N/A0.014%
8/18/2026Public Employees Retirement System of Ohio75,647$3.19M0.0%N/A0.021%
8/17/2026Capstone Investment Advisors LLC10,372$437K0.0%N/A0.003%
8/17/2026Corient Private Wealth LP51,565$2.17M0.0%N/A0.014%
8/17/2026Bank of America Corp DE1,886,490$79.44M0.0%N/A0.529%
8/15/2026Man Group plc97,720$4.12M0.0%N/A0.027%
8/15/2026Miller Value Partners LLC40,000$1.68M0.4%N/A0.011%
8/15/2026Jupiter Topco LLC17,173$723K0.0%N/A0.005%
8/14/2026Hsbc Holdings PLC283,206$11.91M0.0%N/A0.079%
8/14/2026Legal & General Group Plc3,870,443$162.98M0.0%N/A1.086%
8/14/2026The Manufacturers Life Insurance Company451,520$19.01M0.0%N/A0.127%
8/14/2026Visionary Wealth Advisors5,809$245K0.0%N/A0.002%
8/13/2026Cibc World Market Inc.11,212$472K0.0%N/A0.003%
8/13/2026Osmosis Investment Management UK Ltd5,752$242K0.0%N/A0.002%
8/13/2026Sanctuary Advisors LLC37,073$1.56M0.0%N/A0.010%
8/13/2026Meiji Yasuda Asset Management Co Ltd.6,513$274K0.0%N/A0.002%
8/13/2026Davis Asset Management L.P.1,131,000$47.63M1.2%N/A0.317%
8/13/2026Bank of Nova Scotia314,725$13.25M0.0%N/A0.088%
8/12/2026Northwestern Mutual Wealth Management Co.131,163$5.52M0.0%N/A0.036%
8/12/2026Quantbot Technologies LP34,974$1.47M0.1%N/A0.010%
8/12/2026William Blair Investment Management LLC5,914,905$249.08M0.7%N/A1.643%
8/12/2026Korea Investment CORP36,905$1.55M0.0%N/A0.010%
8/12/2026Lalia Capital LLC202,000$8.51M4.1%N/A0.056%
8/12/2026Keebeck Wealth Management6,955$293K0.0%N/A0.002%
8/11/2026Keating Financial Advisory Services Inc.1,378$58K0.0%N/A0.000%
8/11/2026Allworth Financial LP843$35K0.0%N/A0.000%
8/11/2026B. Metzler seel. Sohn & Co. AG6,365$268K0.0%N/A0.002%
8/11/2026Algebris UK Ltd.1,923,159$80.73M5.3%N/A0.534%
8/10/2026one8zero8 LLC74,130$3.12M0.6%N/A0.021%
8/10/2026NewEdge Wealth LLC9,046$381K0.0%N/A0.003%
8/10/2026Danske Bank A S127,809$5.38M0.0%N/A0.036%
8/10/2026Diversify Advisory Services LLC6,216$288K0.0%N/A0.002%
8/7/2026Buckland Partners Management Co LLC54,400$2.29M1.1%N/A0.015%
8/7/2026BlackRock Inc.31,984,053$1.35B0.0%N/A8.885%
8/7/2026Pallas Capital Advisors LLC5,763$243K0.0%N/A0.002%
8/7/2026Deutsche Bank AG418,318$17.62M0.0%N/A0.116%
8/7/2026Principle Wealth Partners LLC7,131$300K0.0%N/A0.002%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.307,610$12.95M0.0%N/A0.085%
8/6/2026Global Retirement Partners LLC4,374$184K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp2,007,599$84.54M0.0%N/A0.558%
7/10/2026Tema ETFs LLC1,263$53K0.0%-37.3%0.000%
7/10/2026Handelsbanken Fonder AB68,200$2.87M0.0%+2.2%0.019%
7/9/2026Franklin Street Advisors Inc. NC560,327$23.60M1.3%-15.5%0.156%
7/9/2026Hennion & Walsh Asset Management Inc.10,322$435K0.0%+10.4%0.003%
7/8/2026Assenagon Asset Management S.A.264,232$11.13M0.0%N/A0.073%
7/7/2026GAMMA Investing LLC7,778$328K0.0%-14.2%0.002%
7/2/2026MassMutual Private Wealth & Trust FSB962$41K0.0%+36.6%0.000%
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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%
5/21/2026Argent 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%


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), Massachusetts Financial Services Co. MA ($457.23M), 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 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), Norges Bank ($8.68M), William Blair Investment Management LLC ($7.69M), Massachusetts Financial Services Co. MA ($6.02M), Legal & General Group Plc ($4.30M), Amundi ($3.90M), and Vanguard Group Inc. ($3.39M).

Institutional investors have bought a total of 79,445,027 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

Of the 247 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 19,330,068 shares in the last 24 months. This volume of shares sold represents approximately $1.15B 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 10/9/2026. New 13F filings are added each quarter as they're published.
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