CG Institutional Ownership
The Carlyle Group Inc.
1W: +3.3%
1M: -2.5%
3M: -13.8%
YTD: -36.3%
1Y: -33.7%
3Y: +48.9%
5Y: -16.4%
$38.53
-0.22 (-0.57%)
Pre-Market: $37.97 (-0.56, -1.45%)
Weekly Expected Move ±4.8%
$35
$37
$39
$40
$42
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $66.0M held by 90 funds, 106 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — CG
666
Institutional Holders
-31 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
67
New Positions
226
Increased
279
Reduced
77
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (742 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 31,984,053 | $1.2B | +959,608 | +3.1% | 8Q | SEC ↗ |
| 2 | HARRIS ASSOCIATES L P | 17,661,625 | $681M | +1,077,718 | +6.5% | 7Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,830,112 | $456M | +10,562 | +0.1% | 2Q | SEC ↗ |
| 4 | Capital World Investors | 11,813,798 | $455M | -6,013,418 | -33.7% | 26Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11,464,474 | $442M | +70,803 | +0.6% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY | 9,993,408 | $385M | -179,037 | -1.8% | 26Q | SEC ↗ |
| 7 | STATE STREET CORP | 9,891,982 | $381M | +211,112 | +2.2% | 25Q | SEC ↗ |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 7,739,524 | $298M | +90,515 | +1.2% | 10Q | SEC ↗ |
| 9 | ALKEON CAPITAL MANAGEMENT LLC | 5,941,316 | $229M | — | +0.0% | 26Q | SEC ↗ |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 5,914,905 | $228M | -386,204 | -6.1% | 15Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5,224,555 | $201M | +75,432 | +1.5% | 26Q | SEC ↗ |
| 12 | ARIEL INVESTMENTS, LLC | 4,548,683 | $175M | +566,926 | +14.2% | 15Q | SEC ↗ |
| 13 | FMR LLC | 4,358,455 | $168M | +653,865 | +17.7% | 23Q | SEC ↗ |
| 14 | Legal & General Group Plc | 3,870,443 | $149M | +368,111 | +10.5% | 26Q | SEC ↗ |
| 15 | NORGES BANK NEW | 3,646,300 | $140M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Amundi | 3,406,001 | $131M | +2,749,781 | +419.0% | 21Q | SEC ↗ |
| 17 | DIMENSIONAL FUND ADVISORS LP | 2,995,510 | $115M | -50,468 | -1.7% | 15Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 2,576,558 | $99M | +76,762 | +3.1% | 26Q | SEC ↗ |
| 19 | UBS Group AG | 2,504,918 | $97M | -397,470 | -13.7% | 26Q | SEC ↗ |
| 20 | Point72 Asset Management, L.P. | 2,184,854 | $84M | +1,981,854 | +976.3% | 2Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 2,029,610 | $78M | +1,145,931 | +129.7% | 26Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 2,026,772 | $78M | -694,821 | -25.5% | 16Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 2,007,599 | $77M | -40,051 | -2.0% | 25Q | SEC ↗ |
| 24 | ALGEBRIS (UK) LTD | 1,923,159 | $74M | +628,125 | +48.5% | 3Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 1,886,490 | $73M | +547,683 | +40.9% | 15Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 1,640,080 | $63M | +33,241 | +2.1% | 2Q | SEC ↗ |
| 27 | UBS AM, a distinct business unit of UB | 1,602,700 | $62M | +86,089 | +5.7% | 25Q | SEC ↗ |
| 28 | GOLDMAN SACHS GROUP INC | 1,574,143 | $61M | -50,226 | -3.1% | 15Q | SEC ↗ |
| 29 | Markel Group Inc. | 1,327,000 | $51M | — | +0.0% | 26Q | SEC ↗ |
| 30 | Beutel, Goodman & Co Ltd. | 1,270,059 | $49M | -248,933 | -16.4% | 16Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 1,218,238 | $47M | +820,832 | +206.5% | 4Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 1,140,809 | $44M | — | +0.0% | 1Q | SEC ↗ |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,140,809 | $44M | +12,825 | +1.1% | 15Q | SEC ↗ |
| 34 | Davis Asset Management, L.P. | 1,131,000 | $44M | — | +0.0% | 16Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 1,071,394 | $41M | -105,019 | -8.9% | 26Q | SEC ↗ |
| 36 | Walleye Capital LLC | 1,060,746 | $41M | +688,791 | +185.2% | 5Q | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 1,049,820 | $40M | +113,362 | +12.1% | 26Q | SEC ↗ |
| 38 | Nuveen, LLC | 955,965 | $37M | -3,551 | -0.4% | 6Q | SEC ↗ |
| 39 | PRIVATE MANAGEMENT GROUP INC | 954,767 | $37M | +263,342 | +38.1% | 13Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC NEW | 835,171 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Prana Capital Management, LP | 813,618 | $31M | +163,032 | +25.1% | 2Q | SEC ↗ |
| 42 | RENAISSANCE TECHNOLOGIES LLC | 744,700 | $29M | +608,000 | +444.8% | 2Q | SEC ↗ |
| 43 | RHUMBLINE ADVISERS | 737,819 | $28M | +19,168 | +2.7% | 26Q | SEC ↗ |
| 44 | Invesco Ltd. | 683,754 | $26M | +6,004 | +0.9% | 26Q | SEC ↗ |
| 45 | MARSHALL WACE, LLP NEW | 600,241 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 46 | PRINCIPAL FINANCIAL GROUP INC | 588,520 | $23M | +9,444 | +1.6% | 25Q | SEC ↗ |
| 47 | DEPRINCE RACE & ZOLLO INC | 562,441 | $22M | +35,151 | +6.7% | 14Q | SEC ↗ |
| 48 | VANGUARD ASSET MANAGEMENT, Ltd | 543,489 | $21M | +68,788 | +14.5% | 2Q | SEC ↗ |
| 49 | ASSETMARK, INC | 527,543 | $20M | +62,099 | +13.3% | 19Q | SEC ↗ |
| 50 | CastleKnight Management LP | 519,576 | $20M | +46,600 | +9.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 3,646,300 | $140M |
| Sixth Street Partners Management Co | 1,140,809 | $44M |
| CITADEL ADVISORS LLC | 835,171 | $32M |
| MARSHALL WACE, LLP | 600,241 | $23M |
| Jump Financial, LLC | 277,294 | $11M |
| Assenagon Asset Management S.A. | 264,232 | $10M |
| ExodusPoint Capital Management, LP | 225,732 | $9M |
| Walleye Trading LLC | 190,143 | $7M |
| Caption Management, LLC | 114,031 | $4M |
| CAZ INVESTMENTS LP | 106,000 | $4M |
| Man Group plc | 97,720 | $4M |
| CAPITAL FUND MANAGEMENT S.A. | 90,790 | $3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 76,390 | $3M |
| Vontobel Holding Ltd. | 49,844 | $2M |
| TWO SIGMA INVESTMENTS, LP | 48,931 | $2M |
| GATEWAY INVESTMENT ADVISERS LLC | 39,812 | $2M |
| Campbell & CO Investment Adviser LL | 39,273 | $2M |
| Qsemble Capital Management, LP | 32,140 | $1M |
| Cercano Management LLC | 27,589 | $1M |
| SIMPLEX TRADING, LLC | 25,415 | $979K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Boston Partners | 5,533,198 | $213M |
| Capital International Investors | 1,713,670 | $66M |
| REGENTS OF THE UNIVERSITY OF CALIFO | 1,516,016 | $58M |
| Freestone Grove Partners LP | 693,262 | $27M |
| Alyeska Investment Group, L.P. | 480,930 | $19M |
| Woodline Partners LP | 351,606 | $14M |
| Holocene Advisors, LP | 317,967 | $12M |
| AEGON ASSET MANAGEMENT UK Plc | 306,433 | $12M |
| Balyasny Asset Management L.P. | 226,712 | $9M |
| SOL Capital Management CO | 185,934 | $7M |
| Capital International, Inc./CA | 160,648 | $6M |
| LAZARD ASSET MANAGEMENT LLC | 160,477 | $6M |
| BW Gestao de Investimentos Ltda. | 160,000 | $6M |
| Channing Capital Management, LLC | 159,229 | $6M |
| BAMCO INC /NY | 157,000 | $6M |
| Cinctive Capital Management LP | 155,284 | $6M |
| River Road Asset Management, LLC | 152,601 | $6M |
| Skandinaviska Enskilda Banken AB (p | 130,954 | $5M |
| Tredje AP-fonden | 103,696 | $4M |
| WINTON GROUP Ltd | 92,262 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Amundi | +2,749,781 | +419.0% | 3,406,001 |
| Point72 Asset Management, L.P. | +1,981,854 | +976.3% | 2,184,854 |
| ROYAL BANK OF CANADA | +1,145,931 | +129.7% | 2,029,610 |
| HARRIS ASSOCIATES L P | +1,077,718 | +6.5% | 17,661,625 |
| BlackRock, Inc. | +959,608 | +3.1% | 31,984,053 |
| JANE STREET GROUP, LLC | +820,832 | +206.5% | 1,218,238 |
| Walleye Capital LLC | +688,791 | +185.2% | 1,060,746 |
| FMR LLC | +653,865 | +17.7% | 4,358,455 |
| ALGEBRIS (UK) LTD | +628,125 | +48.5% | 1,923,159 |
| RENAISSANCE TECHNOLOGIES LLC | +608,000 | +444.8% | 744,700 |
| ARIEL INVESTMENTS, LLC | +566,926 | +14.2% | 4,548,683 |
| BANK OF AMERICA CORP /DE | +547,683 | +40.9% | 1,886,490 |
| Squarepoint Ops LLC | +453,401 | +1074.2% | 495,608 |
| Legal & General Group Plc | +368,111 | +10.5% | 3,870,443 |
| PRIVATE MANAGEMENT GROUP INC | +263,342 | +38.1% | 954,767 |
| D. E. Shaw & Co., Inc. | +221,354 | +1262.8% | 238,883 |
| STATE STREET CORP | +211,112 | +2.2% | 9,891,982 |
| BANK OF NOVA SCOTIA | +208,036 | +195.0% | 314,725 |
| XTX Topco Ltd | +201,149 | +197.1% | 303,222 |
| Prana Capital Management, LP | +163,032 | +25.1% | 813,618 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -6,624,597 | -97.4% | 178,458 |
| Capital World Investors | -6,013,418 | -33.7% | 11,813,798 |
| AMERIPRISE FINANCIAL INC | -694,821 | -25.5% | 2,026,772 |
| LPL Financial LLC | -644,792 | -79.7% | 164,482 |
| SIRIOS CAPITAL MANAGEMENT L P | -505,128 | -93.2% | 37,123 |
| UBS Group AG | -397,470 | -13.7% | 2,504,918 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -386,204 | -6.1% | 5,914,905 |
| DEUTSCHE BANK AG | -382,509 | -47.8% | 418,318 |
| CSM Advisors, LLC | -268,811 | -97.7% | 6,280 |
| Beutel, Goodman & Co Ltd. | -248,933 | -16.4% | 1,270,059 |
| MORGAN STANLEY | -179,037 | -1.8% | 9,993,408 |
| California Public Employees Retirem | -146,910 | -31.6% | 317,266 |
| FRANKLIN RESOURCES INC | -124,395 | -90.4% | 13,216 |
| NATIXIS | -119,410 | -98.6% | 1,708 |
| JPMORGAN CHASE & CO | -105,019 | -8.9% | 1,071,394 |
| HRT FINANCIAL LP | -102,481 | -79.0% | 27,287 |
| Thrivent Financial for Lutherans | -90,657 | -61.2% | 57,555 |
| Entropy Technologies, LP | -67,192 | -69.6% | 29,373 |
| TWINBEECH CAPITAL LP | -52,103 | -55.7% | 41,385 |
| DIMENSIONAL FUND ADVISORS LP | -50,468 | -1.7% | 2,995,510 |