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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
546,405
shares
|
$36.9 Million
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
544,213
shares
|
$36.8 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
523,748
shares
|
$35.4 Million
0.06% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
523,381
shares
|
$35.4 Million
0.02% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2025 Q2 2025 |
505,538
shares
|
$34.2 Million
0.55% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
500,040
shares
|
$33.8 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
495,199
shares
|
$33.5 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
487,243
shares
|
$32.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
485,126
shares
|
$32.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
483,102
shares
|
$32.6 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Sirios Capital Management L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
460,694
shares
|
$31.1 Million
4.27% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
420,528
shares
|
$28.4 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
408,897
shares
|
$27.6 Million
0.01% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
408,127
shares
|
$27.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
407,512
shares
|
$27.5 Million
0.01% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
404,186
shares
|
$27.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Algebris (Uk) LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
392,871
shares
|
$26.5 Million
3.57% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
392,050
shares
|
$26.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.26%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
387,187
shares
|
$26.2 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
386,335
shares
|
$26.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
374,773
shares
|
$25.3 Million
0.02% of portfolio
|
Q2 2025
Added 513.27%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
372,519
shares
|
$25.2 Million
0.02% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
369,569
shares
|
$25 Million
0.03% of portfolio
|
Q2 2025
Added 164.01%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
337,997
shares
|
$22.8 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
327,076
shares
|
$22.1 Million
0.52% of portfolio
|
Q2 2025
Added 253.6%
|