Carlyle Group Inc. (CG) Institutional Ownership

Ownership Summary

A total of 232 institutions have reported a stake in Carlyle Group Inc. (NASDAQ:CG) as of December 2025, according to recent 13F filings with the SEC.

• The collective stake of institutional investors in Carlyle moved to 12.2% in December 2025, a shift down from the 61.6% reported for September 2025.
• Quarterly data indicates a -1.80% shift in institutional share volume, and the annual owner count reflects a decrease of 58.27%.
• A review of institutional activity for Carlyle shows 88 of 232 filers increasing their positions, while 90 reduced their stake, and 54 remained unchanged.
• The aggregate institutional position in Carlyle now stands at 45.49Mn shares as of December 2025, after investors decreased their holdings (down by 832.92K shares quarter on quarter which is down 170.11Mn shares year over year).
• VANGUARD GROUP INC's holding of 26.37Mn shares as of December 31, 2025 makes it the primary institutional investor in Carlyle, owning 7.10% of the stock.
• Among the most significant buyers of Carlyle during December 2025 were VANGUARD GROUP INC (934.24K), DEPRINCE RACE & ZOLLO INC (127.68K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (117.22K), Sound Income Strategies, LLC (23.20K), Kerusso Capital Management LLC (20.80K).
• Leading sellers of Carlyle stock in December 2025 included UBS Group AG (1.50Mn), COMERICA BANK (100.10K), Swiss Life Asset Management Ltd (99.39K), ASSETMARK, INC (88.25K), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (81.01K).
• The top 10 institutional holders of Carlyle for the quarter ending December 2025 included VANGUARD GROUP INC (26.37Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (7.74Mn), UBS Group AG (2.54Mn), ARGENT CAPITAL MANAGEMENT LLC (602.89K), PRINCIPAL FINANCIAL GROUP INC (558.05K), Sumitomo Mitsui Trust Group, Inc. (507.54K), ASSETMARK, INC (471.04K), DEPRINCE RACE & ZOLLO INC (461.25K), Retirement Systems of Alabama (311.44K), AEGON ASSET MANAGEMENT UK PLC (306.43K).