Carlyle CG Institutional Ownership

NASDAQ CG
$37.27 -0.04 (-0.11%)
At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

579 Institutions
Increased 292 50.4%
Unchanged 91 15.7%
Reduced 196 33.9%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
61.18%
▲+0.57 pp QoQ
Shares Held by Institutions
218.89Mn
of 357.77Mn outstanding
▲+0.36% QoQ
Shares Outstanding
357.77Mn
138.88Mn held outside 13F filers
Institutional Investors
579
filed 13F for Jun 2026
▼-17 vs prior quarter
Net Shares Added (QoQ)
+791.11K
accumulated since last quarter
Value of Holdings
$8.17Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Carlyle Group Inc. (NASDAQ:CG) was held by 578 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Form 13F Holdings

583 Institutional Holders

Report period 30 Jun, 2026
Total shares held 218.89Mn
Of outstanding 61.18%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 31,984,053 8.94% ▲959,608 +3.09% $1.35Bn
2 HARRIS ASSOCIATES L P 0000813917 17,661,625 4.94% ▲1,077,718 +6.50% $743.73Mn
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 11,830,112 3.31% ▲10,562 +0.09% $498.17Mn
4 Capital World Investors 0001422849 11,813,798 3.30% ▼6,013,418 -33.73% $497.48Mn
5 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 11,464,474 3.20% ▲70,803 +0.62% $482.77Mn
6 Morgan Stanley 0000895421 9,993,408 2.79% ▼179,037 -1.76% $420.82Mn
7 State Street Corp 0000093751 9,891,982 2.76% ▲211,112 +2.18% $416.55Mn
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0000912938 7,739,524 2.16% ▲90,515 +1.18% $328.58Mn
9 ALKEON CAPITAL MANAGEMENT LLC 0001230239 5,941,316 1.66% 0 0.00% $250.19Mn
10 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0001644956 5,914,905 1.65% ▼386,204 -6.13% $249.08Mn
11 GEODE CAPITAL MANAGEMENT, LLC 0001214717 5,224,555 1.46% ▲75,432 +1.46% $219.42Mn
12 ARIEL INVESTMENTS, LLC 0000936753 4,548,683 1.27% ▲566,926 +14.24% $191.55Mn
13 FMR LLC 0000315066 4,358,455 1.22% ▲653,865 +17.65% $183.53Mn
14 Legal & General Group Plc 0000764068 3,870,443 1.08% ▲368,111 +10.51% $162.98Mn
15 NORGES BANK 0001374170 3,646,300 1.02% ▲3,646,300 0.00% $153.55Mn
16 Amundi 0001330387 3,406,001 0.95% ▲2,749,781 +419.03% $143.43Mn
17 DIMENSIONAL FUND ADVISORS LP 0000354204 2,995,510 0.84% ▼50,468 -1.66% $126.09Mn
18 Northern Trust Corp 0000073124 2,576,558 0.72% ▲76,762 +3.07% $108.50Mn
19 UBS Group AG 0001610520 2,504,918 0.70% ▼397,470 -13.69% $105.48Mn
20 Point72 Asset Management, L.P. 0001603466 2,184,854 0.61% ▲1,981,854 +976.28% $92.00Mn