CARLYLE GROUP INC/THE (CG) Institutional Ownership Changes & 13F Activity
CARLYLE GROUP INC/THE (CG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Millennium Management Llc, Ameriprise Financial Inc, Point72 Asset Management, L.P., Royal Bank Of Canada, and Harris Associates L P.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +25,318 | +5.4% | 496,560 | $20.91M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +971 | +22.7% | 5,254 | $221.23K | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +23 | +0.1% | 16,835 | $708.88K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +211,112 | +2.2% | 9,891,982 | $416.55M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -31,582 | -6.5% | 451,520 | $19.01M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,975 | -36.0% | 5,288 | $222.66K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -247 | -52.1% | 227 | $9.56K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +835,171 | — | 835,171 | $35.17M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -198 | -0.2% | 120,611 | $5.08M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -3,130 | -6.1% | 47,904 | $2.02M | Q2 2026 | Aug 27, 2026 |
| Caz Investments Lp | Buy | +106,000 | — | 106,000 | $4.46M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -15,804 | -5.0% | 303,315 | $12.77M | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +264,232 | — | 264,232 | $11.13M | Q2 2026 | Aug 21, 2026 |
| Deprince Race & Zollo Inc | Buy | +35,151 | +6.7% | 562,441 | $23.68M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -4,466 | -25.4% | 13,101 | $551.69K | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +3,328 | +28.4% | 15,066 | $610.47K | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +539 | +7.5% | 7,680 | $323.40K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +24,031 | +521.4% | 28,640 | $1.21M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -3,811 | -7.2% | 49,352 | $2.08M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +3,596 | +59.7% | 9,621 | $405.14K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -1,991 | -13.1% | 13,208 | $556.19K | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Sell | -771 | -6.9% | 10,372 | $436.76K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -475 | -0.6% | 75,647 | $3.19M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +83 | — | 83 | $3.50K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +11 | +9.0% | 133 | $5.64K | Q2 2026 | Aug 17, 2026 |
| Millennium Management Llc | Sell | -6,624,597 | -97.4% | 178,458 | $7.51M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +2,026,772 | — | 2,026,772 | $85.35M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +1,981,854 | +976.3% | 2,184,854 | $92.00M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,145,931 | +129.7% | 2,029,610 | $85.47M | Q2 2026 | Aug 14, 2026 |
| Harris Associates L P | Buy | +1,077,718 | +6.5% | 17,661,625 | $743.73M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CG activity
Which institutional owners are buying CG?
Institutional owners buying CG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CG activity?
"Buy" means an investor increased their reported position in CG compared to the prior reporting period. This reflects growing exposure to CARLYLE GROUP INC/THE (CG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CG increasing?
Institutional interest in CG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CG Institutional Insights
- CG Overview
- CG 13F Institutional Holders
- CG Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CG Insider Trading & SEC Form 4 Activity
- CG Articles
- Top Institutional Investor Stock Rankings