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 622 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 $8.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
546,405
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
500,040
shares
|
$19.5 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
493,357
shares
|
$19.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
489,055
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
487,419
shares
|
$19 Million
0.01% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
484,167
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
483,102
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
467,057
shares
|
$18.2 Million
1.2% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
459,585
shares
|
$17.9 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
454,267
shares
|
$17.7 Million
0.06% of portfolio
|
Q4 2024
Added 36.42%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
445,758
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
427,205
shares
|
$16.7 Million
0.14% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sirios Capital Management L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
426,764
shares
|
$16.7 Million
4.52% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
403,359
shares
|
$15.7 Million
0.01% of portfolio
|
Q4 2024
Added 38.53%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Feb 14, 2025 Q4 2024 |
402,382
shares
|
$15.7 Million
0.41% of portfolio
|
Q4 2024
Reduced 50.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
391,130
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
386,195
shares
|
$15.1 Million
0.03% of portfolio
|
Q1 2025
Added 62.59%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
383,266
shares
|
$15 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
370,192
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
368,375
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Apr 23, 2025 Q4 2024 |
345,773
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Partners Group Holding Ag
Baar Zug, V8 |
Feb 11, 2025 Q4 2024 |
340,523
shares
|
$13.3 Million
1.34% of portfolio
|
Q4 2024
Reduced 21.85%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
306,361
shares
|
$12 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
302,385
shares
|
$11.8 Million
2.48% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
295,531
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2024
Added 22.04%
|