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 720 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
1,327,000
shares
|
$70.8 Million
0.75% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,205,933
shares
|
$64.3 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,199,322
shares
|
$64 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,130,875
shares
|
$60.3 Million
0.0% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,103,987
shares
|
$58.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,076,083
shares
|
$57.4 Million
3.6% of portfolio
|
Q3 2025
Added 79.63%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,048,314
shares
|
$55.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.91%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,040,318
shares
|
$55.5 Million
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Nov 14, 2025 Q3 2025 |
1,000,000
shares
|
$53.3 Million
2.23% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
924,784
shares
|
$49.3 Million
0.01% of portfolio
|
Q3 2025
Added 38.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
846,385
shares
|
$45.1 Million
0.02% of portfolio
|
Q3 2025
Added 431.38%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
828,845
shares
|
$44.2 Million
0.01% of portfolio
|
Q3 2025
Added 103.09%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
796,333
shares
|
$42.5 Million
0.03% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
730,867
shares
|
$39 Million
0.04% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
718,562
shares
|
$38.3 Million
0.11% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
716,332
shares
|
$38.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
682,525
shares
|
$36.4 Million
0.03% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
678,021
shares
|
$36.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
672,815
shares
|
$35.9 Million
2.55% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
670,080
shares
|
$35.7 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
668,828
shares
|
$35.7 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
624,929
shares
|
$33.3 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
623,564
shares
|
$33.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Oct 27, 2025 Q3 2025 |
578,600
shares
|
$30.9 Million
2.67% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
578,418
shares
|
$30.8 Million
0.02% of portfolio
|
Q3 2025
Added 19.23%
|
|