CG · Company research
The Carlyle Group Inc. Common Stock (CG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27287 | 1149 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193403 | 7123415 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58359 | 2457503 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9872 | 415710 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123600 | 5204796 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29567 | 1425 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| O'ROURKE & COMPANY, Inc | 1911468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15943 | 671383 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Triangle Securities Wealth Management | 1541353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6430 | 270767 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5018 | 211308 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8401 | 353766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35987 | 1515424 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90790 | 3823166 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 843 | 35493 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238500 | 10043229 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6955 | 292875 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| McGowan Group Asset Management, Inc. | 1633227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10962 | 461608 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FORA Capital, LLC | 1742435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16129 | 679192 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 744700 | 31359317 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 3790 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10072 | 424132 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55412 | 2333399 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| EdgeRock Capital LLC | 1908378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7987 | 336333 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9930 | 418152 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6513 | 274262 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21872 | 921058 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2206 | 92894 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9182 | 386654 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BEARING POINT CAPITAL, LLC | 2052916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11020 | 464052 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36905 | 1554070 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218691 | 9209078 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 2021 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5008 | 210887 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6365 | 268030 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 1390 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496560 | 20910137 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15493 | 652410 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1378 | 58028 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204929 | 8629560 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 3621 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 4506 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 869589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35295 | 1486272 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DAYMARK WEALTH PARTNERS, LLC | 1956824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15831 | 666660 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5752 | 242217 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Three Magnolias Financial Advisors, LLC | 2056795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 252660 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Kerusso Capital Management LLC | 2029597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99675 | 4197314 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156 | 6569 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96276 | 4054182 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 25266 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2871 | 120898 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4192141 | 175943602 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 543489 | 22886322 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303222 | 12768678 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sargent Investment Group, LLC | 1766157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300821 | 12667575 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Axiom Investment Management LLC | 1513703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 12633 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93656 | 3943854 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cercano Management LLC | 1936416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27589 | 1161773 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3259080 | 137239900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2999 | 126288 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stiles Financial Services Inc | 1904832 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16137 | 679520 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AlphaCore Capital LLC | 1713662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5122 | 215673 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Zhang Financial LLC | 1776290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12734 | 536226 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 895 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARIEL INVESTMENTS, LLC | 936753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4265335 | 179613257 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274415 | 11555222 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 590 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Towne Trust Company, N.A | 1102256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 126330 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5242 | 220741 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Colonial Trust Co / SC | 1954093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 6064 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 2021 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Colonial Trust Advisors | 1567993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 4211 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16382 | 689846 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19940 | 839673 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9435 | 397328 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1504169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19266 | 811291 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1242247 | 52311021 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4334 | 182505 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254443 | 10715 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1877 | 79040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFFITT & GOODSON INC | 1123812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 10 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10997 | 463084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.