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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
320,037
shares
|
$21.6 Million
2.34% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
314,434
shares
|
$21.2 Million
2.65% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
309,862
shares
|
$20.9 Million
0.2% of portfolio
|
Q1 2023
Reduced 80.58%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
306,899
shares
|
$20.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
292,260
shares
|
$19.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
291,215
shares
|
$19.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 79.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
282,639
shares
|
$19.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
279,811
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
274,876
shares
|
$18.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
266,725
shares
|
$18 Million
0.4% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
260,420
shares
|
$17.6 Million
0.05% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
259,854
shares
|
$17.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
249,578
shares
|
$16.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
221,951
shares
|
$15 Million
0.07% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
221,196
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Added 55.59%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
218,682
shares
|
$14.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
212,902
shares
|
$14.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
211,607
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
208,132
shares
|
$14.1 Million
0.01% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
207,235
shares
|
$14 Million
0.23% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
203,370
shares
|
$13.7 Million
0.3% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
198,498
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
195,018
shares
|
$13.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
190,250
shares
|
$12.9 Million
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
186,570
shares
|
$12.6 Million
0.93% of portfolio
|
Q2 2025
Added 4.53%
|