Carlyle Group Inc. (CG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

376,487,705Shares Outstanding

230,835,018Shares held by institutions

$11,357,082,886Value of institutional holdings

61.31%Institutional ownership %

2.20%Shares Changed QoQ

606No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carlyle Group Inc. (NASDAQ:CG) has 786 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 96.4% of Carlyle's outstanding shares in December 2025, down from 98.9% in September 2025.
They decreased total shares held in CG by -0.36% quarter over quarter, and investors in Carlyle increased 12.45% from a year ago.
During the quarter, 362 of these 786 funds increased positions in CG, 294 reduced exposure, and 130 held steady.
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.
DEPRINCE RACE & ZOLLO INC is the top holder of Carlyle as of December 31, 2025, with 527.29K shares representing 0.14% of outstanding stock.
The largest buyers of Carlyle for the quarter ending December 2025 were DEPRINCE RACE & ZOLLO INC (66.04K), OP Asset Management Ltd (58.16K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (28.64K), BI Asset Management Fondsmaeglerselskab A/S (16.18K), EVOLVE PRIVATE WEALTH, LLC (10.34K).
Leading sellers of Carlyle shares for the quarter ending December 2025 were WESBANCO BANK INC (126.57K), SMH CAPITAL ADVISORS INC (17.98K), Diversified Trust Co (13.39K), Sterling Capital Management LLC (6.69K), Waterway Wealth Management, LLC (6.6K).
Per Business Quant data, the top 10 holders of Carlyle for the quarter ending December 2025 are DEPRINCE RACE & ZOLLO INC (527.29K), Retirement Systems of Alabama (318.13K), Allen Mooney & Barnes Investment Advisors LLC (258.74K), OPPENHEIMER & CO INC (191.08K), Pictet Asset Management Holding SA (94.11K), OP Asset Management Ltd (83.9K), Janney Montgomery Scott LLC (83.52K), YOUSIF CAPITAL MANAGEMENT, LLC (78.62K), Louisiana State Employees Retirement System (75.2K), Lansforsakringar Fondforvaltning AB (publ) (71.96K).

614 Institutional Holders

230,835,018 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
HARRIS ASSOCIATES L P	31 Dec, 2025	15,198,269	4,270,119	39.07%	$898,369,695.00
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
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	8,340,531	3,410,462	69.18%	$493,008,787.00
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
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
ARIEL INVESTMENTS, LLC	31 Dec, 2025	3,950,333	-283,053	-6.69%	$233,504,183.00
Legal & General Group Plc	31 Dec, 2025	3,260,377	176,777	5.73%	$192,720,756.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,176,369	222,508	7.53%	$187,785,164.00
UBS Group AG	31 Dec, 2025	2,536,538	-1,500,719	-37.17%	$149,934,762.00
Ameriprise Financial Inc	31 Dec, 2025	2,505,449	-134,448	-5.09%	$148,096,868.00
Northern Trust Corp	31 Dec, 2025	2,483,003	-86,721	-3.37%	$146,770,307.00
Goldman Sachs Group Inc	31 Dec, 2025	2,480,120	1,280,798	106.79%	$146,599,870.00

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