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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
55,766
shares
|
$3.17 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.44%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
53,974
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 134.63%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
51,414
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,878
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
50,500
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
50,445
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 23, 2025 Q1 2025 |
50,000
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
49,711
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
48,590
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
48,507
shares
|
$2.76 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
48,237
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
47,513
shares
|
$2.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
47,347
shares
|
$2.69 Million
5.36% of portfolio
|
Q4 2024
New holding
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
47,150
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
46,921
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
45,720
shares
|
$2.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
44,462
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
44,246
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
43,727
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
43,600
shares
|
$2.48 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
43,500
shares
|
$2.47 Million
0.59% of portfolio
|
Q4 2024
Added 128.95%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,386
shares
|
$2.47 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,966
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
42,886
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
42,808
shares
|
$2.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.77%
|