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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
247,189
shares
|
$13.2 Million
2.41% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
233,054
shares
|
$12.4 Million
1.27% of portfolio
|
Q3 2025
Added 54.38%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
222,496
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
216,520
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Added 101.48%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
215,490
shares
|
$11.5 Million
0.69% of portfolio
|
Q3 2025
Added 176.98%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
212,622
shares
|
$11.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
211,663
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
209,804
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
208,132
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
207,395
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
202,718
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
196,238
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 30.57%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
192,416
shares
|
$10.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
190,581
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 54.68%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
188,239
shares
|
$10 Million
1.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
185,959
shares
|
$9.92 Million
0.05% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
183,210
shares
|
$9.77 Million
0.02% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
183,114
shares
|
$9.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
174,451
shares
|
$9.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 10, 2025 Q3 2025 |
171,755
shares
|
$9.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
167,076
shares
|
$8.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 88.81%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
165,789
shares
|
$8.84 Million
0.04% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
162,765
shares
|
$8.68 Million
2.67% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
161,806
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
161,600
shares
|
$8.62 Million
0.06% of portfolio
|
Q3 2025
Added 70.64%
|
|