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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+25,318+5.4%496,560$20.91MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+971+22.7%5,254$221.23KQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+23+0.1%16,835$708.88KQ2 2026Sep 23, 2026
State Street CorpBuy+211,112+2.2%9,891,982$416.55MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-31,582-6.5%451,520$19.01MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-2,975-36.0%5,288$222.66KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-247-52.1%227$9.56KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+835,171—835,171$35.17MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-198-0.2%120,611$5.08MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-3,130-6.1%47,904$2.02MQ2 2026Aug 27, 2026
Caz Investments LpBuy+106,000—106,000$4.46MQ2 2026Aug 24, 2026
California State Teachers Retirement SystemSell-15,804-5.0%303,315$12.77MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+264,232—264,232$11.13MQ2 2026Aug 21, 2026
Deprince Race & Zollo IncBuy+35,151+6.7%562,441$23.68MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-4,466-25.4%13,101$551.69KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+3,328+28.4%15,066$610.47KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+539+7.5%7,680$323.40KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+24,031+521.4%28,640$1.21MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-3,811-7.2%49,352$2.08MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+3,596+59.7%9,621$405.14KQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-1,991-13.1%13,208$556.19KQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcSell-771-6.9%10,372$436.76KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-475-0.6%75,647$3.19MQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+83—83$3.50KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+11+9.0%133$5.64KQ2 2026Aug 17, 2026
Millennium Management LlcSell-6,624,597-97.4%178,458$7.51MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+2,026,772—2,026,772$85.35MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+1,981,854+976.3%2,184,854$92.00MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,145,931+129.7%2,029,610$85.47MQ2 2026Aug 14, 2026
Harris Associates L PBuy+1,077,718+6.5%17,661,625$743.73MQ2 2026Aug 14, 2026
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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.