Carlyle Group Inc. (CG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

376,487,705Shares Outstanding

372,873,764Shares held by institutions

$19,139,610,306Value of institutional holdings

99.04%Institutional ownership %

1.88%Shares Changed QoQ

787No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carlyle Group Inc. (NASDAQ:CG) showed up in the 13F filings of 786 institutional investors as of December 2025.

Collectively, these holders controlled 96.4% of Carlyle's outstanding shares in December 2025, down from 98.9% in September 2025.
They decreased total shares held in Carlyle by -0.36% from last quarter, and the number of investors in CG increased 12.45% annually.
Among the 786 funds, 362 bought more Carlyle shares, 294 sold down, and 130 held their ground.
In total, institutional investors held 362.79Mn shares in Carlyle as of December 2025, down by 1.32Mn shares quarter on quarter, and down 5.74Mn shares year over year.
BURKETT FINANCIAL SERVICES, LLC is the top holder of Carlyle as of December 31, 2025, with 3.57K shares representing 0.0% of outstanding stock.
Business Quant data shows the 1 biggest positions in Carlyle as of December 2025 are held by BURKETT FINANCIAL SERVICES, LLC (3.57K).

787 Institutional Holders

372,873,764 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	30,696,459	-1,804,963	-5.55%	$1,814,467,680.00
VANGUARD GROUP INC	31 Dec, 2025	26,368,246	934,237	3.67%	$1,558,627,021.00
Capital World Investors	31 Dec, 2025	19,970,879	-5,004	-0.03%	$1,180,478,658.00
Goldman Sachs Group Inc	31 Dec, 2025	16,126,508	6,229,204	62.94%	$231,737,914.00
HARRIS ASSOCIATES L P	31 Dec, 2025	15,198,269	4,270,119	39.07%	$898,369,695.00
DONALD SMITH & CO., INC.	31 Dec, 2025	14,158,116	2,535,492	21.82%	$203,452,127.00
Morgan Stanley	31 Dec, 2025	10,189,948	84,228	0.83%	$602,327,924.00
State Street Corp	31 Dec, 2025	9,545,119	-397,016	-3.99%	$564,211,984.00
VANGUARD GROUP INC	31 Dec, 2025	8,351,887	13,753	0.16%	$120,242,118.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	8,340,531	3,410,462	69.18%	$493,008,787.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	8,274,935	549,491	7.11%	$119,057,638.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	8,128,483	-103,101	-1.25%	$117,138.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	7,735,298	117,223	1.54%	$457,233,464.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	7,131,902	-1,617,073	-18.48%	$421,566,732.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	6,536,157	866,977	15.29%	$93,929.00
ALKEON CAPITAL MANAGEMENT LLC	31 Dec, 2025	5,941,316	0	0.00%	$351,191,189.00
Boston Partners	31 Dec, 2025	5,533,198	-636,926	-10.32%	$327,159,576.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,999,880	79,134	1.61%	$294,817,173.00
NORGES BANK	31 Dec, 2025	4,876,621	4,876,621	0.00%	$288,257,067.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	4,519,253	-860,024	-15.99%	$65,061,702.00

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