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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
559,288
shares
|
$29.8 Million
0.08% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
546,405
shares
|
$29.1 Million
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
534,583
shares
|
$28.5 Million
0.02% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
510,111
shares
|
$27.2 Million
0.03% of portfolio
|
Q3 2025
Added 82.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
500,040
shares
|
$26.7 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
483,698
shares
|
$25.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
483,102
shares
|
$25.8 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
448,689
shares
|
$23.9 Million
0.02% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
446,833
shares
|
$23.8 Million
0.01% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
416,140
shares
|
$22.2 Million
4.11% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
413,402
shares
|
$22 Million
0.02% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
399,858
shares
|
$21.3 Million
0.04% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
393,028
shares
|
$21 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
361,894
shares
|
$19.3 Million
0.27% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
347,698
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Added 146.48%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
347,506
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2025
Added 26.42%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
343,028
shares
|
$18.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
339,003
shares
|
$18.1 Million
0.59% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Oct 17, 2025 Q3 2025 |
333,564
shares
|
$17.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 34.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
332,929
shares
|
$17.8 Million
0.01% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
314,872
shares
|
$16.8 Million
0.07% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
307,467
shares
|
$16.4 Million
2.79% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
265,811
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
261,634
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
260,371
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 252.8%
|
|