Institutional Ownership Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG). We have compiled data on the 587 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
22,980,666
shares
|
$1.31 Billion
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
22,707,434
shares
|
$1.29 Billion
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
19,727,574
shares
|
$1.12 Billion
0.14% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,672,465
shares
|
$722 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
11,476,476
shares
|
$654 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Alkeon Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,239,907
shares
|
$469 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,616,479
shares
|
$434 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
6,787,368
shares
|
$387 Million
5.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,634,318
shares
|
$378 Million
0.35% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,088,397
shares
|
$290 Million
2.46% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,287,594
shares
|
$244 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,953,049
shares
|
$225 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,883,602
shares
|
$221 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
2,300,644
shares
|
$131 Million
0.02% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,107,301
shares
|
$120 Million
0.03% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,069,918
shares
|
$118 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.57%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,050,274
shares
|
$117 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
1,995,109
shares
|
$114 Million
2.9% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,919,439
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 68.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,919,246
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,867,253
shares
|
$106 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,769,570
shares
|
$101 Million
0.03% of portfolio
|
Q3 2024
Added 97.54%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,500,000
shares
|
$85.4 Million
2.65% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,500,000
shares
|
$85.4 Million
2.7% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,405,206
shares
|
$80 Million
0.02% of portfolio
|
Q3 2024
Added 2.67%
|