Carlyle Group Inc. (CG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

9,237,389Shares held by institutions

$428,845,784Value of institutional holdings

104.74%Institutional ownership %

0.08%Shares Changed QoQ

721No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carlyle Group Inc. (NASDAQ:CG) is held by 786 institutional investors per 13F filings through December 2025.

These investors held 96.4% of outstanding shares in December 2025, down from 98.9% in September 2025.
Their total shares held in CG decreased -0.36% quarter over quarter, and separately, investors owning Carlyle increased 12.45% from a year ago.
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.
As of December 31, 2025, BlackRock, Inc. held the largest stake in Carlyle with 30.7Mn shares, accounting for 8.15% of total shares outstanding.
The biggest buyers of Carlyle for the quarter ending December 2025 included NORGES BANK (4.88Mn), HARRIS ASSOCIATES L P (4.27Mn), MILLENNIUM MANAGEMENT LLC (3.41Mn), DONALD SMITH & CO., INC. (2.54Mn), FIL Ltd (2.5Mn).
Leading sellers of Carlyle shares for the quarter ending December 2025 were Waratah Capital Advisors Ltd. (3.25Mn), Royal Bank Of Canada (3.23Mn), Ruffer LLP (2.65Mn), Bank Of America Corp /De/ (2.43Mn), Bank Of America Corp /De/ (2.35Mn).
Carlyle's 10 largest shareholders as of December 2025 include BlackRock, Inc. (30.7Mn), VANGUARD GROUP INC (26.37Mn), Capital World Investors (19.97Mn), HARRIS ASSOCIATES L P (15.2Mn), DONALD SMITH & CO., INC. (14.16Mn), Morgan Stanley (10.19Mn), State Street Corp (9.55Mn), VANGUARD GROUP INC (8.35Mn), MILLENNIUM MANAGEMENT LLC (8.34Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (8.27Mn) per Business Quant data.

787 Institutional Holders

9,237,389 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-1,804,963	-5.55%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	934,237	3.67%	$0.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	-1,617,073	-18.48%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	477,433	98.70%	$0.00
BlackRock, Inc.	31 Dec, 2025	41,461	12,757.23%	$0.00
Capital World Investors	31 Dec, 2025	-5,004	-0.03%	$0.00
Nuveen, LLC	31 Dec, 2025	-161,515	-5.63%	$0.00
Barclays Plc	31 Dec, 2025	-906,296	-69.02%	$0.00
HARRIS ASSOCIATES L P	31 Dec, 2025	4,270,119	39.07%	$0.00
UBS Group AG	31 Dec, 2025	-1,500,719	-37.17%	$0.00
PEAK6 LLC	31 Dec, 2025	262,530	282.84%	$0.00
DONALD SMITH & CO., INC.	31 Dec, 2025	2,535,492	21.82%	$0.00
Merewether Investment Management, LP	31 Dec, 2025	2,253,100	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-161,979	-34.51%	$0.00
Morgan Stanley	31 Dec, 2025	84,228	0.83%	$0.00
UBS Group AG	31 Dec, 2025	-541,683	-21.55%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	109,967	102.52%	$0.00
State Street Corp	31 Dec, 2025	-397,016	-3.99%	$0.00
ALGEBRIS (UK) LTD	31 Dec, 2025	1,706,508	0.00%	$0.00
Winthrop Partners - WNY, LLC	31 Dec, 2025	16,311	0.00%	$0.00

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