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Carlyle Group (CG) Institutional Ownership

Carlyle Group logo
$58.35 -0.15 (-0.26%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$58.35 0.00 (0.00%)
As of 07/11/2025 07:58 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 Polygon.io. 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)
358
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$1.18B
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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
7/11/2025Farther Finance Advisors LLC1,150$59K0.0%+18.2%0.000%
7/11/2025 UMB Bank n.a.3,792$195K0.0%+10.1%0.001%
7/11/2025Diversified Trust Co37,346$1.92M0.0%-7.4%0.010%
7/11/2025IFM Investors Pty Ltd48,590$2.50M0.0%+5.8%0.013%
7/10/2025 Triangle Securities Wealth Management7,270$374K0.1%-4.5%0.002%
7/10/2025 Moody National Bank Trust Division28,505$1.47M0.1%+1.9%0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC21,638$1.21M0.0%+98.0%0.006%
7/10/2025 Wedmont Private Capital5,831$332K0.0%+3.5%0.002%
7/9/2025 Pallas Capital Advisors LLC6,000$308K0.0%N/A0.002%
7/9/2025 Mirador Capital Partners LP4,243$218K0.0%N/A0.001%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC314,434$16.16M2.7%+2.6%0.087%
7/7/2025 Hoertkorn Richard Charles20,000$1.03M0.4%-16.7%0.006%
7/7/2025 Wesbanco Bank Inc.183,506$9.43M0.3%+3.2%0.051%
6/23/2025 Swedbank AB26,842$1.17M0.0%+69.6%0.007%
6/18/2025Voya Investment Management LLC27,336$1.19M0.0%+2.7%0.008%
6/17/2025Guinness Asset Management LTD12,129$529K0.0%-11.6%0.003%
5/28/2025Strs Ohio28,980$1.26M0.0%N/A0.008%
5/21/2025Geneos Wealth Management Inc.650$28K0.0%+755.3%0.000%
5/20/2025Blue Rock Wealth Management LLC6,000$262K0.2%N/A0.002%
5/20/2025Focus Partners Wealth5,434$237K0.0%+27.4%0.002%
5/20/2025Glenview Trust co7,109$310K0.0%-15.3%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,604,610$69.95M0.0%+37.9%0.444%
5/16/2025Empowered Funds LLC48,237$2.10M0.0%+3.4%0.013%
5/16/2025Meiji Yasuda Asset Management Co Ltd.8,447$368K0.0%-7.2%0.002%
5/16/2025Arete Wealth Advisors LLC15,756$687K0.0%-1.5%0.004%
5/16/2025Great Lakes Advisors LLC132,108$5.76M0.1%N/A0.037%
5/16/2025Goldman Sachs Group Inc.1,144,974$49.91M0.0%+40.9%0.317%
5/16/2025Teza Capital Management LLC4,620$201K0.1%N/A0.001%
5/16/2025Nissay Asset Management Corp Japan ADV28,315$1.23M0.0%+1.0%0.008%
5/16/2025NewEdge Advisors LLC2,612$114K0.0%-71.8%0.001%
5/16/2025Edmond DE Rothschild Holding S.A.192,657$8.40M0.1%+4.9%0.053%
5/16/2025Alliancebernstein L.P.367,224$16.01M0.0%-9.0%0.102%
5/16/2025AQR Capital Management LLC57,335$2.50M0.0%+937.5%0.016%
5/16/2025Ariel Investments LLC4,839,213$210.94M2.5%-1.5%1.341%
5/16/2025Amundi1,444,156$62.95M0.0%-38.9%0.400%
5/16/2025Alkeon Capital Management LLC5,241,316$228.47M0.5%-0.1%1.452%
5/15/2025Promethium Advisors LLC12,565$548K0.4%-2.7%0.003%
5/15/2025Royal Bank of Canada326,222$14.22M0.0%-11.4%0.090%
5/15/2025Retirement Planning Co of New England Inc.11,303$493K0.2%+10.2%0.003%
5/15/2025Vident Advisory LLC6,345$277K0.0%+28.0%0.002%
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5/14/2025B. Metzler seel. Sohn & Co. AG6,365$277K0.0%+3.5%0.002%
5/14/2025Corebridge Financial Inc.233,146$10.16M0.1%-2.4%0.065%
5/14/2025CSM Advisors LLC247,855$10.81M0.6%N/A0.069%
5/14/2025Comerica Bank248,534$10.83M0.0%+24.3%0.069%
5/14/2025Synovus Financial Corp16,136$703K0.0%+3.3%0.004%
5/14/2025MetLife Investment Management LLC213,879$9.32M0.1%+79.6%0.059%
5/14/2025APG Asset Management N.V.142,200$5.74M0.0%-0.3%0.039%
5/14/2025Northwestern Mutual Wealth Management Co.87,859$3.83M0.0%+10.1%0.024%
5/14/2025AlphaQuest LLC1,504$66K0.0%-61.6%0.000%
5/14/2025Kestra Advisory Services LLC20,728$904K0.0%-63.5%0.006%
5/14/2025Ameriprise Financial Inc.2,722,737$118.68M0.0%+21.7%0.754%
5/14/2025Channing Capital Management LLC176,413$7.69M0.2%-18.3%0.049%
5/14/2025BI Asset Management Fondsmaeglerselskab A S8,791$383K0.0%-76.2%0.002%
5/14/2025Hsbc Holdings PLC106,016$4.61M0.0%-14.6%0.029%
5/14/2025Wellington Management Group LLP5,224$228K0.0%-39.7%0.001%
5/14/2025Korea Investment CORP142,166$6.20M0.0%-14.2%0.039%
5/13/2025Northern Trust Corp2,195,250$95.69M0.0%-0.5%0.608%
5/13/2025Brooklyn Investment Group1,062$46K0.0%+28.6%0.000%
5/13/2025Partners Group Holding AG306,496$13.36M0.6%-10.0%0.085%
5/13/2025Raymond James Financial Inc.1,491,522$65.02M0.0%-10.1%0.413%
5/13/2025State of New Jersey Common Pension Fund D73,551$3.21M0.0%-15.2%0.020%
5/13/2025American Century Companies Inc.68,885$3.00M0.0%+3.3%0.019%
5/13/2025Brandywine Global Investment Management LLC218,192$9.51M0.1%N/A0.060%
5/13/2025Aberdeen Group plc140,042$6.10M0.0%+133.0%0.039%
5/13/2025Sei Investments Co.64,616$2.94M0.0%+16.2%0.018%
5/13/2025Sit Investment Associates Inc.207,245$9.03M0.2%+6.9%0.057%
5/13/2025Fjarde AP Fonden Fourth Swedish National Pension Fund41,765$1.82M0.0%+3.0%0.012%
5/13/2025Boston Partners6,924,066$301.69M0.4%-2.5%1.919%
5/13/2025Tokio Marine Asset Management Co. Ltd.16,848$734K0.0%+49.3%0.005%
5/13/2025National Pension Service869$38K0.0%+74.8%0.000%
5/13/2025Russell Investments Group Ltd.1,026,231$44.73M0.1%-6.0%0.284%
5/13/2025Resona Asset Management Co. Ltd.67,429$2.94M0.0%+5.1%0.019%
5/13/2025HighTower Advisors LLC56,973$2.48M0.0%+32.8%0.016%
5/12/2025Staley Capital Advisers Inc.18,650$813K0.0%N/A0.005%
5/12/2025Nuveen LLC477,020$20.79M0.0%N/A0.132%
5/12/2025Invesco Ltd.742,934$32.38M0.0%+14.2%0.206%
5/12/2025Benjamin Edwards Inc.16,696$728K0.0%-27.6%0.005%
5/12/2025Townsquare Capital LLC8,357$364K0.0%N/A0.002%
5/12/2025Forsta AP Fonden57,100$2.49M0.0%-1.4%0.016%
5/12/2025National Bank of Canada FI189,791$8.27M0.0%-85.6%0.053%
5/12/2025Citigroup Inc.623,440$27.18M0.0%+484.4%0.173%
5/12/2025Maryland State Retirement & Pension System10,232$446K0.0%-18.2%0.003%
5/9/2025Deutsche Bank AG302,985$13.21M0.0%-70.9%0.084%
5/9/2025Chicago Partners Investment Group LLC78,495$3.14M0.1%+3.4%0.022%
5/9/2025Charles Schwab Investment Management Inc.1,427,171$62.21M0.0%+1.5%0.395%
5/9/2025ASR Vermogensbeheer N.V.13,225$576K0.0%N/A0.004%
5/9/2025City of London Investment Management Co. Ltd.108,837$4.74M0.5%-13.1%0.030%
5/9/2025Vanguard Group Inc.24,292,937$1.06B0.0%+4.9%6.732%
5/9/2025Thoroughbred Financial Services LLC16,539$720K0.0%+9.6%0.005%
5/9/2025Blair William & Co. IL21,453$935K0.0%-17.1%0.006%
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5/9/2025LGT Capital Partners LTD.817,000$35.61M1.6%+10.3%0.226%
5/9/2025PNC Financial Services Group Inc.30,003$1.31M0.0%+5.7%0.008%
5/8/2025Vulcan Value Partners LLC5,180,438$225.91M4.2%-2.9%1.435%
5/8/2025Moors & Cabot Inc.10,804$471K0.0%+32.5%0.003%
5/8/2025US Bancorp DE18,736$817K0.0%-75.9%0.005%
5/8/2025Natixis Advisors LLC139,983$6.10M0.0%+159.8%0.039%
5/8/2025Arkadios Wealth Advisors18,198$793K0.0%-9.7%0.005%
5/8/2025Algebris UK Ltd482,022$19.45M3.5%+90.3%0.134%
5/8/2025Federated Hermes Inc.19,983$871K0.0%+13.0%0.006%
5/7/2025Ramirez Asset Management Inc.2,300$100K0.0%-17.9%0.001%
(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, 564 institutional investors and hedge funds held shares of Carlyle Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.06B), Capital World Investors ($998.61M), BlackRock Inc. ($700.15M), William Blair Investment Management LLC ($668.99M), Morgan Stanley ($543.63M), State Street Corp ($327.97M), and Boston Partners ($301.69M).Learn more on Carlyle Group's institutional investors.

What percentage of Carlyle Group's stock is owned by institutional investors?

55.88% of Carlyle Group's stock is owned by institutional investors. Learn more on CG's institutional investor holdings.

Which institutional investors have been buying Carlyle Group's stock?

Of the 486 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: Bank Julius Baer & Co. Ltd Zurich ($14.73M), William Blair Investment Management LLC ($6.88M), Massachusetts Financial Services Co. MA ($6.82M), Capital World Investors ($6.13M), Norges Bank ($4.10M), Goldman Sachs Group Inc. ($3.76M), and Ariel Investments LLC ($3.39M).

How much institutional buying is happening at Carlyle Group?

Institutional investors have bought a total of 35,010,558 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Which of Carlyle Group's major shareholders have been selling company stock?

Of the 243 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: Alkeon Capital Management LLC ($3.00M), Vulcan Value Partners LLC ($1.90M), FMR LLC ($1.50M), Beutel Goodman & Co Ltd. ($1.45M), Marshall Wace LLP ($1.36M), Thrivent Financial for Lutherans ($1.26M), and National Bank of Canada FI ($1.16M).

How much institutional selling is happening at Carlyle Group?

Institutional investors have sold a total of 25,018,161 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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This page (NASDAQ:CG) was last updated on 7/13/2025 by MarketBeat.com Staff
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