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 558 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
23,369,242
shares
|
$1 Billion
0.03% of portfolio
|
Q1 2024
Reduced 24.99%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
23,333,416
shares
|
$1 Billion
0.02% of portfolio
|
Q1 2024
Reduced 6.2%
|
|
|
Capital World Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
20,053,012
shares
|
$861 Million
0.16% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
13,249,966
shares
|
$569 Million
0.05% of portfolio
|
Q1 2024
Added 11.57%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
11,819,403
shares
|
$508 Million
1.49% of portfolio
|
Q1 2024
Added 6.5%
|
|
|
Alkeon Capital Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
8,646,041
shares
|
$371 Million
0.7% of portfolio
|
Q1 2024
Added 9.5%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
8,072,108
shares
|
$347 Million
0.02% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
7,792,628
shares
|
$335 Million
5.31% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
|
Ariel Investments, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
4,882,920
shares
|
$210 Million
2.44% of portfolio
|
Q1 2024
Reduced 23.55%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2024 Q1 2024 |
4,316,819
shares
|
$185 Million
1.04% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Legal & General Group PLC
London, X0 |
May 14, 2024 Q1 2024 |
4,177,646
shares
|
$179 Million
0.05% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
3,781,262
shares
|
$162 Million
0.02% of portfolio
|
Q1 2024
Added 4.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,057,740
shares
|
$131 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
|
Capital International Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
3,037,959
shares
|
$131 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
2,326,293
shares
|
$99.9 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
2,129,054
shares
|
$91.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.09%
|
|
|
Argent Capital Management LLC
|
Apr 29, 2024 Q1 2024 |
2,084,751
shares
|
$89.6 Million
2.86% of portfolio
|
Q1 2024
Added 3.43%
|
|
|
Frontier Capital Management CO LLC
|
May 15, 2024 Q1 2024 |
2,014,484
shares
|
$86.5 Million
0.93% of portfolio
|
Q1 2024
Added 145.48%
|
|
|
Bamco Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,944,402
shares
|
$83.5 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,806,058
shares
|
$77.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
May 09, 2024 Q1 2024 |
1,777,906
shares
|
$76.4 Million
0.44% of portfolio
|
Q1 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
1,655,400
shares
|
$71.1 Million
0.16% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
May 13, 2024 Q1 2024 |
1,500,000
shares
|
$64.4 Million
3.23% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,500,000
shares
|
$64.4 Million
2.7% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,406,597
shares
|
$60.4 Million
0.02% of portfolio
|
Q1 2024
Added 1.22%
|
|