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 653 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,571,195
shares
|
$106 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Aug 12, 2025 Q2 2025 |
1,500,000
shares
|
$101 Million
3.0% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,500,000
shares
|
$101 Million
2.7% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,492,785
shares
|
$101 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,474,556
shares
|
$99.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,369,376
shares
|
$92.5 Million
0.35% of portfolio
|
Q2 2025
Added 13878.93%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
1,327,000
shares
|
$89.7 Million
0.64% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,103,987
shares
|
$74.6 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
|
$70.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,039,702
shares
|
$70.3 Million
0.07% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
940,870
shares
|
$63.6 Million
1.77% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
798,017
shares
|
$53.9 Million
0.01% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
796,333
shares
|
$53.8 Million
0.03% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Lgt Capital Partners Ltd.
|
Aug 08, 2025 Q2 2025 |
764,000
shares
|
$51.6 Million
1.79% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
692,383
shares
|
$46.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
682,525
shares
|
$46.1 Million
0.03% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
667,073
shares
|
$45.1 Million
0.01% of portfolio
|
Q2 2025
Added 47.8%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
666,362
shares
|
$45 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
665,876
shares
|
$45 Million
0.09% of portfolio
|
Q2 2025
Added 43.18%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
656,707
shares
|
$44.4 Million
0.03% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
633,135
shares
|
$42.8 Million
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Jul 21, 2025 Q2 2025 |
627,700
shares
|
$42.4 Million
2.41% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
625,786
shares
|
$42.3 Million
0.94% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
599,052
shares
|
$40.5 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
549,334
shares
|
$37.1 Million
0.11% of portfolio
|
Q2 2025
New holding
|