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 599 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 $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,514,720
shares
|
$86.1 Million
0.01% of portfolio
|
Q1 2025
Added 98.16%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
May 12, 2025 Q1 2025 |
1,500,000
shares
|
$85.3 Million
2.73% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,500,000
shares
|
$85.3 Million
2.7% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,491,522
shares
|
$84.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,444,156
shares
|
$82.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.92%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,427,171
shares
|
$81.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
1,327,000
shares
|
$75.5 Million
0.56% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,144,974
shares
|
$65.1 Million
0.01% of portfolio
|
Q1 2025
Added 40.93%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,103,987
shares
|
$62.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,046,577
shares
|
$59.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,026,231
shares
|
$58.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
882,459
shares
|
$50.2 Million
1.52% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Lgt Capital Partners Ltd.
|
May 09, 2025 Q1 2025 |
817,000
shares
|
$46.5 Million
1.62% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
804,369
shares
|
$45.7 Million
0.01% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
796,333
shares
|
$45.3 Million
0.03% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
742,934
shares
|
$42.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
692,173
shares
|
$39.4 Million
2.13% of portfolio
|
Q1 2025
Added 97.77%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
682,525
shares
|
$38.8 Million
0.03% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
653,900
shares
|
$37.2 Million
1.87% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
623,440
shares
|
$35.5 Million
0.01% of portfolio
|
Q1 2025
Added 484.41%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
603,895
shares
|
$34.3 Million
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
557,575
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
546,405
shares
|
$31.1 Million
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
500,040
shares
|
$28.4 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
489,055
shares
|
$27.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|