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 |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
485,841
shares
|
$27.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
484,088
shares
|
$27.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
483,102
shares
|
$27.5 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Algebris (Uk) LTD
London, X0 |
May 08, 2025 Q1 2025 |
482,022
shares
|
$27.4 Million
4.09% of portfolio
|
Q1 2025
Added 90.25%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
477,020
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sirios Capital Management L P
Boston, MA |
May 15, 2025 Q1 2025 |
467,464
shares
|
$26.6 Million
4.26% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
465,072
shares
|
$26.4 Million
0.06% of portfolio
|
Q1 2025
Added 143.74%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
460,887
shares
|
$26.2 Million
0.42% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
451,348
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
450,651
shares
|
$25.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
412,144
shares
|
$23.4 Million
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
386,335
shares
|
$22 Million
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
367,224
shares
|
$20.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
337,400
shares
|
$19.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
326,222
shares
|
$18.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
314,434
shares
|
$17.9 Million
2.65% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Partners Group Holding Ag
Baar Zug, V8 |
May 13, 2025 Q1 2025 |
306,496
shares
|
$17.4 Million
1.07% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
303,805
shares
|
$17.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.56%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
302,985
shares
|
$17.2 Million
0.01% of portfolio
|
Q4 2024
Added 243.85%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
300,050
shares
|
$17.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
297,984
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
289,913
shares
|
$16.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
273,048
shares
|
$15.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 97.71%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
271,954
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
260,941
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2025
Added 245.98%
|