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 |
|---|---|---|---|---|---|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
48,590
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
47,788
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.39%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
47,573
shares
|
$3.21 Million
0.04% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
47,513
shares
|
$3.21 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
47,347
shares
|
$3.2 Million
5.36% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
45,000
shares
|
$3.04 Million
0.67% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
44,246
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
43,727
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
43,686
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
43,600
shares
|
$2.95 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,386
shares
|
$2.93 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
|
$2.9 Million
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
42,103
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
42,023
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
41,522
shares
|
$2.81 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
39,722
shares
|
$2.68 Million
0.6% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
39,059
shares
|
$2.64 Million
0.02% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
38,324
shares
|
$2.59 Million
0.02% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
38,283
shares
|
$2.59 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
37,697
shares
|
$2.55 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
37,434
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
37,346
shares
|
$2.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
36,934
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Tredje Ap Fonden
|
Aug 05, 2025 Q2 2025 |
36,007
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Added 111.58%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
35,635
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Added 4.87%
|