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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
48,818
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
48,590
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
47,907
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2025
Added 50.6%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
47,347
shares
|
$2.53 Million
5.36% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
47,256
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 106.85%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
45,664
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 165.47%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
45,531
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
45,367
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
43,467
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,386
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
43,329
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.78%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
43,159
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,966
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
42,767
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
42,469
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
42,023
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
41,626
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
41,446
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$2.13 Million
0.92% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
39,722
shares
|
$2.12 Million
0.6% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
39,715
shares
|
$2.12 Million
0.27% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,934
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
36,593
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
36,051
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
35,872
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|