The Carlyle Group (CG) Institutional Ownership

$47.20

+0.87 (+1.88%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 55.88%
Number of Institutional Buyers (last 12 months): 264
Total Institutional Inflows (last 12 months): $1.78B

Number of Institutional Sellers (last 12 months): 168
Total Institutional Outflows (last 12 months): $671.34M

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CG Institutional Buying and Selling by Quarter

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The Carlyle Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Emfo LLC	15,725	$631K	0.6%	-24.1%	0.004%
7/26/2024	Cambridge Investment Research Advisors Inc.	28,332	$1.14M	0.0%	-5.2%	0.008%
7/26/2024	State of Michigan Retirement System	52,000	$2.09M	0.0%	-2.3%	0.014%
7/26/2024	Verdence Capital Advisors LLC	7,442	$299K	0.0%	N/A	0.002%
7/26/2024	Amica Mutual Insurance Co.	31,202	$1.25M	0.1%	-23.3%	0.009%
7/26/2024	Bank of New York Mellon Corp	2,727,870	$109.52M	0.0%	+2.1%	0.758%
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7/26/2024	Catalyst Capital Advisors LLC	6,000	$241K	0.0%	N/A	0.002%
7/25/2024	Raymond James Trust N.A.	10,057	$404K	0.0%	-32.6%	0.003%
7/25/2024	AMG National Trust Bank	97,963	$3.93M	0.1%	-0.7%	0.027%
7/25/2024	Tranquility Partners LLC	4,992	$200K	0.1%	-20.8%	0.001%
7/24/2024	Argent Capital Management LLC	2,069,748	$83.10M	2.4%	-0.7%	0.575%
7/24/2024	Retirement Systems of Alabama	266,509	$10.70M	0.0%	-2.0%	0.074%
7/24/2024	Slow Capital Inc.	5,041	$202K	0.0%	-42.2%	0.001%
7/24/2024	Louisiana State Employees Retirement System	61,100	$2.45M	0.0%	-1.9%	0.017%
7/23/2024	SOL Capital Management CO	143,624	$5.77M	0.7%	+6.1%	0.040%
7/23/2024	Fifth Third Wealth Advisors LLC	6,509	$261K	0.0%	N/A	0.002%
7/22/2024	GFG Capital LLC	46,512	$1.87M	0.5%	+3.7%	0.013%
7/22/2024	Herbst Group LLC	33,625	$1.35M	0.8%	+1.9%	0.009%
7/20/2024	Hennion & Walsh Asset Management Inc.	40,769	$1.64M	0.1%	+17.9%	0.011%
7/19/2024	Raymond James & Associates	491,041	$19.72M	0.0%	-5.1%	0.136%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	491,199	$19.72M	0.0%	-2.4%	0.136%
7/18/2024	Stanley Laman Group Ltd.	108,707	$4.37M	0.6%	+0.9%	0.030%
7/18/2024	Blue Trust Inc.	770	$31K	0.0%	+506.3%	0.000%
7/18/2024	Triad Wealth Partners LLC	6,965	$280K	0.1%	N/A	0.002%
7/18/2024	Assenagon Asset Management S.A.	387,332	$15.55M	0.0%	+182.1%	0.108%
7/18/2024	O ROURKE & COMPANY Inc	16,645	$668K	0.4%	+2.5%	0.005%
7/16/2024	Envestnet Portfolio Solutions Inc.	6,662	$267K	0.0%	+47.6%	0.002%
7/16/2024	PGGM Investments	4,894	$196K	0.0%	+34.9%	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	6,377	$256K	0.0%	-11.6%	0.002%
7/15/2024	Dynamic Advisor Solutions LLC	5,423	$218K	0.0%	-5.9%	0.002%
7/15/2024	Securian Asset Management Inc.	17,222	$691K	0.0%	-3.3%	0.005%
7/12/2024	QRG Capital Management Inc.	63,457	$2.55M	0.0%	-2.4%	0.018%
7/12/2024	LGT Capital Partners LTD.	970,000	$38.95M	1.3%	+18.0%	0.270%
7/11/2024	Wesbanco Bank Inc.	125,698	$5.05M	0.2%	N/A	0.035%
7/11/2024	Guinness Asset Management LTD	10,702	$430K	0.0%	-7.7%	0.003%
7/10/2024	Simplicity Wealth LLC	41,534	$1.67M	0.0%	-1.9%	0.012%
7/10/2024	CWM LLC	3,746	$150K	0.0%	+12.3%	0.001%
7/9/2024	Kingswood Wealth Advisors LLC	10,892	$437K	0.0%	-9.2%	0.003%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	4,008	$161K	0.1%	N/A	0.001%
7/5/2024	DNB Asset Management AS	191,083	$7.67M	0.0%	-20.3%	0.053%
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7/3/2024	Moody National Bank Trust Division	36,744	$1.48M	0.1%	-2.2%	0.010%
7/2/2024	GAMMA Investing LLC	4,488	$180K	0.0%	+288.2%	0.001%
6/11/2024	American Trust	5,682	$267K	0.0%	N/A	0.002%
6/11/2024	EverSource Wealth Advisors LLC	3,696	$166K	0.0%	+29.4%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	41,760	$1.97M	0.0%	+28.5%	0.012%
5/28/2024	Boston Partners	2,326,293	$109.12M	0.1%	N/A	0.646%
5/28/2024	Teachers Retirement System of The State of Kentucky	72,700	$3.41M	0.0%	-4.3%	0.020%
5/24/2024	Cetera Advisors LLC	16,480	$773K	0.0%	N/A	0.005%
5/24/2024	Cetera Investment Advisers	33,560	$1.57M	0.0%	+292.1%	0.009%
5/24/2024	PGGM Investments	3,628	$170K	0.0%	N/A	0.001%
5/21/2024	Swedbank AB	15,784	$740K	0.0%	N/A	0.004%
5/20/2024	Highlander Capital Management LLC	5,015	$235K	0.1%	-13.0%	0.001%
5/17/2024	Western Pacific Wealth Management LP	2,447	$115K	0.1%	+14.7%	0.001%
5/17/2024	LBP AM SA	19,886	$933K	0.0%	+42.6%	0.006%
5/17/2024	Jaffetilchin Investment Partners LLC	4,672	$219K	0.0%	N/A	0.001%
5/17/2024	Comerica Bank	184,420	$8.65M	0.0%	+44.5%	0.051%
5/17/2024	Tidal Investments LLC	4,307	$202K	0.0%	N/A	0.001%
5/16/2024	California State Teachers Retirement System	341,394	$16.02M	0.0%	+0.7%	0.095%
5/16/2024	B. Riley Wealth Advisors Inc.	14,829	$696K	0.0%	+19.0%	0.004%
5/16/2024	Janus Henderson Group PLC	13,785	$646K	0.0%	-27.6%	0.004%
5/16/2024	Bayesian Capital Management LP	25,876	$1.21M	0.1%	N/A	0.007%
5/16/2024	Caxton Associates LP	42,799	$2.01M	0.1%	N/A	0.012%
5/15/2024	Public Employees Retirement System of Ohio	84,824	$3.98M	0.0%	-14.1%	0.024%
5/15/2024	Bamco Inc. NY	1,944,402	$91.21M	0.2%	-0.2%	0.540%
5/15/2024	Price T Rowe Associates Inc. MD	107,513	$5.04M	0.0%	-85.8%	0.030%
5/15/2024	BOKF NA	40,605	$1.88M	0.0%	+5.0%	0.011%
5/15/2024	1832 Asset Management L.P.	1,175	$55K	0.0%	N/A	0.000%
5/14/2024	Canada Pension Plan Investment Board	500,000	$23.46M	0.0%	N/A	0.139%
5/14/2024	Capital World Investors	20,053,012	$940.69M	0.2%	+0.4%	5.572%
5/14/2024	Capital International Sarl	8,410	$395K	0.0%	N/A	0.002%
5/14/2024	Toronto Dominion Bank	49,629	$2.33M	0.0%	-12.7%	0.014%
5/14/2024	Capital International Inc. CA	44,395	$2.08M	0.0%	+27.7%	0.012%
5/14/2024	Capital International Investors	3,037,959	$142.51M	0.0%	N/A	0.844%
5/14/2024	Capital Group Private Client Services Inc.	64,391	$3.02M	0.0%	N/A	0.018%
5/14/2024	Stamos Capital Partners L.P.	21,180	$994K	0.2%	+76.8%	0.006%
5/14/2024	Ariel Investments LLC	4,882,920	$229.06M	2.3%	-23.6%	1.357%
5/14/2024	EntryPoint Capital LLC	1,928	$90K	0.1%	+167.0%	0.001%
5/14/2024	CANADA LIFE ASSURANCE Co	249,331	$11.70M	0.0%	+0.1%	0.069%
5/14/2024	American International Group Inc.	286,508	$13.44M	0.0%	-2.0%	0.080%
5/14/2024	Twin Capital Management Inc.	50,248	$2.36M	0.3%	-9.2%	0.014%
5/14/2024	National Bank of Canada FI	404,036	$18.95M	0.0%	+58.8%	0.112%
5/14/2024	Lake Street Advisors Group LLC	7,549	$354K	0.0%	N/A	0.002%
5/13/2024	UniSuper Management Pty Ltd	3,100	$145K	0.0%	+121.4%	0.001%
5/13/2024	O Shaughnessy Asset Management LLC	4,858	$228K	0.0%	N/A	0.001%
5/13/2024	Ameritas Investment Partners Inc.	47,737	$2.24M	0.1%	-0.7%	0.013%
5/11/2024	Partners Group Holding AG	438,000	$20.55M	1.9%	-12.1%	0.121%
5/11/2024	Edgestream Partners L.P.	40,194	$1.89M	0.1%	+223.1%	0.011%
5/10/2024	Vanguard Group Inc.	23,333,416	$1.09B	0.0%	-6.2%	6.444%
5/10/2024	Intech Investment Management LLC	5,732	$269K	0.0%	N/A	0.002%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	119,524	$5.60M	0.0%	-5.6%	0.033%
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5/9/2024	Blair William & Co. IL	45,823	$2.15M	0.0%	+6.3%	0.013%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	130,339	$6.11M	0.0%	+23.6%	0.036%
5/9/2024	Private Management Group Inc.	606,656	$28.46M	1.1%	-2.9%	0.168%
5/9/2024	Texas Yale Capital Corp.	84,359	$3.96M	0.2%	-1.3%	0.023%
5/9/2024	State Board of Administration of Florida Retirement System	105,212	$4.94M	0.0%	-12.9%	0.029%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	26,827	$1.26M	0.0%	-3.9%	0.007%
5/8/2024	Edmond DE Rothschild Holding S.A.	89,549	$4.20M	0.1%	+8,510.5%	0.025%
5/8/2024	William Blair Investment Management LLC	11,819,403	$554.45M	1.4%	+6.5%	3.264%
5/8/2024	Bleakley Financial Group LLC	42,343	$1.99M	0.1%	-24.1%	0.012%
5/8/2024	ProShare Advisors LLC	10,563	$496K	0.0%	-7.2%	0.003%

(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, 492 institutional investors and hedge funds held shares of The Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.09B), Capital World Investors ($940.69M), BlackRock Inc. ($700.15M), William Blair Investment Management LLC ($554.45M), Morgan Stanley ($543.63M), Alkeon Capital Management LLC ($344.75M), and Vulcan Value Partners LLC ($343.00M).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 434 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 ($9.60M), Ariel Investments LLC ($6.26M), Capital World Investors ($6.08M), Natixis ($5.64M), Beutel Goodman & Co Ltd. ($4.21M), and Goldman Sachs Group Inc. ($3.42M).

How much institutional buying is happening at The Carlyle Group?: Institutional investors have bought a total of 119,437,306 shares in the last 24 months. This purchase volume represents approximately $3.90B in transactions.
Which The Carlyle Group major shareholders have been selling company stock?: Of the 259 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. ($4.06M), Vulcan Value Partners LLC ($2.97M), Vanguard Group Inc. ($2.95M), National Bank of Canada FI ($2.84M), BlackRock Inc. ($2.14M), and Bessemer Group Inc. ($1.83M).
How much institutional selling is happening at The Carlyle Group?: Institutional investors have sold a total of 47,978,356 shares in the last 24 months. This volume of shares sold represents approximately $1.57B in transactions.