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 629 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,579,178
shares
|
$56.6 Million
0.13% of portfolio
|
Q4 2024
Added 24.71%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,500,000
shares
|
$53.8 Million
2.7% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Feb 14, 2025 Q4 2024 |
1,500,000
shares
|
$53.8 Million
3.11% of portfolio
|
Q3 2022
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,493,167
shares
|
$53.5 Million
0.04% of portfolio
|
Q4 2024
Added 157.35%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,406,201
shares
|
$50.4 Million
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
1,327,000
shares
|
$47.6 Million
0.65% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,318,766
shares
|
$47.3 Million
0.09% of portfolio
|
Q4 2024
Added 80.26%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,163,334
shares
|
$41.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,103,987
shares
|
$39.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,091,923
shares
|
$39.1 Million
0.08% of portfolio
|
Q4 2024
Added 65.93%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,041,816
shares
|
$37.3 Million
0.02% of portfolio
|
Q4 2024
Added 250.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
979,411
shares
|
$35.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
882,176
shares
|
$31.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
882,006
shares
|
$31.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
812,441
shares
|
$29.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
796,333
shares
|
$28.5 Million
0.03% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
764,394
shares
|
$27.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
745,000
shares
|
$26.7 Million
2.13% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Lgt Capital Partners Ltd.
|
Feb 07, 2025 Q4 2024 |
741,000
shares
|
$26.6 Million
1.46% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
704,537
shares
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
Added 16292.21%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
697,950
shares
|
$25 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
692,173
shares
|
$24.8 Million
2.13% of portfolio
|
Q1 2025
Added 97.77%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
682,525
shares
|
$24.5 Million
0.03% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
650,735
shares
|
$23.3 Million
0.01% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
603,895
shares
|
$21.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.32%
|