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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$45.75 +1.20 (+2.69%)
Closing price 06/12/2026 04:00 PM Eastern
Extended Trading
$45.73 -0.02 (-0.04%)
As of 06/12/2026 07:59 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)
428
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
284
Total
Institutional Outflows
(last 12 months)
$1.51B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/21/2026 Argent Capital Management LLC287,415$13.91M0.4%-52.3%0.080%
5/19/2026 Western Wealth Management LLC1,077$52K0.0%N/A0.000%
5/19/2026 Bank 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%
5/18/2026 Sunbelt 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%
5/18/2026 California State Teachers Retirement System319,119$15.44M0.0%-3.5%0.089%
5/18/2026 Royal Bank of Canada883,679$42.76M0.0%+116.1%0.245%
5/18/2026 Empowered Funds LLC15,199$735K0.0%+27.1%0.004%
5/16/2026 The Manufacturers Life Insurance Company 483,102$23.38M0.0%-4.8%0.134%
5/16/2026 Quantinno Capital Management LP24,202$1.17M0.0%-12.3%0.007%
5/16/2026 Polar Asset Management Partners Inc.74,007$3.58M0.1%N/A0.021%
5/16/2026 Lazard Asset Management LLC160,477$7.77M0.0%-2.6%0.045%
5/15/2026 Gateway Wealth Partners LLC5,460$264K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC14,848$718K0.0%+25.9%0.004%
5/15/2026 Entropy Technologies LP96,565$4.67M0.2%N/A0.027%
5/14/2026 Renaissance Technologies LLC136,700$6.62M0.0%N/A0.038%
5/14/2026 Hilltop Holdings Inc.25,870$1.25M0.1%-28.7%0.007%
5/14/2026 Public 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%
5/14/2026 Sei 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%
5/6/2026 California 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%
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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%
5/5/2026 Sanctuary 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%
4/30/2026 Hsbc 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%
4/29/2026 Flatrock 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%
4/28/2026 Stephens Inc. AR101,542$4.91M0.1%+13.6%0.028%
4/28/2026 GM Advisory Group LLC17,231$834K0.0%-5.8%0.005%
4/28/2026 QRG Capital Management Inc.16,812$814K0.0%+30.9%0.005%
4/27/2026 HB Wealth Management LLC13,883$672K0.0%+13.6%0.004%
4/27/2026 PFG Investments LLC6,368$308K0.0%-6.7%0.002%
4/27/2026 New York State Teachers Retirement System89,168$4.32M0.0%-8.6%0.025%
4/27/2026 Private Advisor Group LLC6,429$311K0.0%+15.5%0.002%
4/27/2026 Y Intercept Hong Kong Ltd83,153$4.02M0.1%N/A0.023%
4/27/2026 Leonteq Securities AG5,013$243K0.0%+126.2%0.001%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund73,236$3.54M0.0%+40.1%0.020%
4/27/2026 Elevation Point Wealth Partners LLC4,161$201K0.0%N/A0.001%
4/27/2026 Sound Income Strategies LLC124,736$5.91M0.3%+8.4%0.035%
4/24/2026 Deprince Race & Zollo Inc.527,290$25.52M0.5%+14.3%0.146%
4/24/2026 IFM Investors Pty Ltd49,608$2.40M0.0%+12.4%0.014%
4/23/2026 Comprehensive Money Management Services LLC6,025$292K0.2%+60.2%0.002%
4/23/2026 Apollon Wealth Management LLC23,379$1.13M0.0%-3.0%0.006%
4/22/2026 Janney Montgomery Scott LLC83,522$4.04M0.0%+13.0%0.023%
4/22/2026 Pictet Asset Management Holding SA94,107$4.55M0.0%+0.9%0.026%
4/22/2026 Sterling Capital Management LLC8,816$427K0.0%-43.1%0.002%
4/21/2026 Wesbanco Bank Inc.31,452$1.52M0.0%-80.1%0.009%
4/21/2026 Waterway Wealth Management LLC19,036$921K0.2%-25.7%0.005%
4/21/2026 GHP Investment Advisors Inc.1,186$57K0.0%N/A0.000%
4/21/2026 Louisiana State Employees Retirement System75,200$3.64M0.1%N/A0.021%
4/20/2026 Fifth Third Wealth Advisors LLC7,469$361K0.0%+10.9%0.002%
4/20/2026 OP Asset Management Ltd41,951$2.03M0.0%N/A0.012%
4/18/2026 EdgeRock Capital LLC8,045$389K0.1%+6.4%0.002%
4/17/2026 Krilogy Financial LLC4,700$241K0.0%N/A0.001%
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4/17/2026 Sterneck Capital Management LLC11,883$575K0.3%+66.8%0.003%
4/16/2026 SG Americas Securities LLC71,511$3.46M0.0%-3.6%0.020%
4/16/2026 Evolve Private Wealth LLC10,341$500K0.0%N/A0.003%
4/16/2026 Triad Wealth Partners LLC5,689$275K0.0%+17.4%0.002%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S49,995$2.42M0.0%+47.9%0.014%
4/16/2026 Diversified Trust Co29,077$1.41M0.0%-31.5%0.008%
3/20/2026 Hsbc Holdings PLC108,615$6.43M0.0%+1.3%0.030%
3/17/2026 Rockefeller Capital Management L.P.480,565$28.41M0.1%-0.6%0.133%
3/12/2026 Winthrop Partners WNY LLC16,311$964K0.5%N/A0.005%
3/9/2026 Corient Private Wealth LLC50,445$2.98M0.0%+18.0%0.014%


CG Institutional Ownership - Frequently Asked Questions

During the previous two years, 666 institutional investors and hedge funds held shares of Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), Capital World Investors ($1.18B), Morgan Stanley ($602.33M), State Street Corp ($564.21M), Massachusetts Financial Services Co. MA ($457.23M), William Blair Investment Management LLC ($421.57M), 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 585 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: Norges Bank ($8.68M), Massachusetts Financial Services Co. MA ($7.73M), Vanguard Group Inc. ($3.39M), State Street Corp ($2.10M), William Blair Investment Management LLC ($1.77M), FMR LLC ($1.71M), and Raymond James Financial Inc. ($1.66M).

Institutional investors have bought a total of 33,048,507 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

Of the 284 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 ($5.04M), Royal Bank of Canada ($1.86M), Boston Partners ($1.52M), UBS Group AG ($1.50M), Bamco Inc. NY ($1.43M), Amundi ($1.34M), and Verition Fund Management LLC ($1.32M).

Institutional investors have sold a total of 26,231,536 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.


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This page (NASDAQ:CG) was last updated on 6/14/2026 by MarketBeat.com Staff.
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