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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$49.79 -1.62 (-3.14%)
As of 12:41 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)
389
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
249
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
8/14/2026Visionary 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%
8/13/2026 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%
6/16/2026Empowered 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%
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5/21/2026 Argent 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%
5/19/2026 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%
5/18/2026California State Teachers Retirement System319,119$15.44M0.0%-3.5%0.089%
5/18/2026Royal Bank of Canada883,679$42.76M0.0%+116.1%0.245%
5/18/2026Empowered Funds LLC15,199$735K0.0%+27.1%0.004%
5/16/2026The Manufacturers Life Insurance Company483,102$23.38M0.0%-4.8%0.134%
5/16/2026Quantinno Capital Management LP24,202$1.17M0.0%-12.3%0.007%
5/16/2026Polar Asset Management Partners Inc.74,007$3.58M0.1%N/A0.021%
5/16/2026Lazard Asset Management LLC160,477$7.77M0.0%-2.6%0.045%
5/15/2026 Gateway Wealth Partners LLC5,460$264K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC14,848$718K0.0%+25.9%0.004%
5/15/2026Entropy Technologies LP96,565$4.67M0.2%N/A0.027%
5/14/2026Renaissance Technologies LLC136,700$6.62M0.0%N/A0.038%
5/14/2026Hilltop Holdings Inc.25,870$1.25M0.1%-28.7%0.007%
5/14/2026Public 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%
5/14/2026Sei Investments Co.142,145$6.88M0.0%+2.9%0.039%
5/13/2026 Cetera Investment Advisers78,647$3.81M0.0%+21.1%0.022%
5/13/2026 First Trust Advisors LP52,780$2.55M0.0%-75.8%0.015%
5/12/2026 ABN Amro Investment Solutions7,789$377K0.0%+5.7%0.002%
5/8/2026 PNC Financial Services Group Inc.43,004$2.08M0.0%-23.7%0.012%
5/8/2026 Oslo Pensjonsforsikring AS1,199$58K0.0%N/A0.000%
5/8/2026 Cassaday & Co Wealth Management LLC8,363$405K0.0%+55.9%0.002%
5/7/2026 Carson Advisory Inc.19,226$930K0.5%-3.0%0.005%
5/7/2026 Dimensional Fund Advisors LP3,045,978$147.34M0.0%-4.1%0.843%
5/7/2026 SEB Asset Management AB50,434$2.44M0.0%N/A0.014%
5/6/2026California Public Employees Retirement System464,176$22.46M0.0%+0.1%0.129%
5/6/2026 Zhang Financial LLC21,852$1.06M0.0%-8.3%0.006%
5/6/2026 Assetmark Inc.465,444$22.52M0.0%-1.2%0.129%
5/6/2026 Main Street Group LTD568$27K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.956$47K0.0%-42.6%0.000%
5/6/2026 Independent Financial Group LLC4,250$206K0.0%N/A0.001%
5/5/2026 D.A. Davidson & CO.22,318$1.08M0.0%+3.2%0.006%
5/5/2026 Bank of New York Mellon Corp2,047,650$99.09M0.0%+1.1%0.567%
5/5/2026 Illinois Municipal Retirement Fund34,701$1.68M0.0%-49.2%0.010%
5/5/2026Sanctuary Advisors LLC37,971$1.84M0.0%+2.1%0.011%
5/4/2026 Bleakley Financial Group LLC36,787$1.78M0.0%+12.3%0.010%
5/4/2026 State of Michigan Retirement System62,400$3.02M0.0%+1.8%0.017%
5/4/2026 Principal Financial Group Inc.579,076$28.02M0.0%+3.8%0.160%
5/2/2026 Diversify Wealth Management LLC4,618$221K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp182,418$8.83M0.0%+56.1%0.051%
5/1/2026 Sequoia Financial Advisors LLC8,290$401K0.0%+9.2%0.002%
5/1/2026 DMC Group LLC4,325$209K0.1%-36.0%0.001%
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4/30/2026Hsbc Holdings PLC212,167$10.25M0.0%+95.3%0.059%
4/30/2026 Kestra Advisory Services LLC14,726$713K0.0%-5.8%0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.483,692$23.41M0.0%-4.7%0.134%
4/30/2026 Resona Asset Management Co. Ltd.66,499$3.20M0.0%-2.1%0.018%
4/30/2026 Hoertkorn Richard Charles3,500$169K0.1%-82.1%0.001%
4/30/2026 Greenwood Capital Associates LLC8,859$429K0.0%-3.5%0.002%
4/30/2026 Oregon Public Employees Retirement Fund53,252$2.58M0.0%+3.2%0.015%
4/29/2026Flatrock Wealth Partners LLC4,548$220K0.1%N/A0.001%
4/29/2026 Integrated Advisors Network LLC5,617$272K0.0%-88.2%0.002%
4/29/2026 Westbourne Investment Advisors Inc.5,500$266K0.1%-5.2%0.002%


CG Institutional Ownership - Frequently Asked Questions

During the previous two years, 659 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 587 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), Vanguard Group Inc. ($3.39M), Algebris UK Ltd. ($2.78M), and State Street Corp ($2.10M).

Institutional investors have bought a total of 70,326,020 shares in the last 24 months. This purchase volume represents approximately $3.38B 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 ($1.43M), 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 19,882,108 shares in the last 24 months. This volume of shares sold represents approximately $1.19B 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 8/14/2026. New 13F filings are added each quarter as they're published.
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