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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Harris Associates L P, Millennium Management Llc, Raymond James Financial Inc, River Road Asset Management, Llc, and Hsbc Holdings Plc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +14 | — | 14 | $828.00 | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -9,990 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -34,825 | -67.5% | 16,742 | $989.62K | Q4 2025 | Aug 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +15,131 | — | 15,131 | $894.41K | Q4 2025 | Aug 11, 2026 |
| Flatrock Wealth Partners Llc | Buy | +4,548 | — | 4,548 | $220.08K | Q4 2025 | May 26, 2026 |
| Storebrand Asset Management As | Buy | +1,978 | +17.1% | 13,572 | $802.24K | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +7,550 | — | 7,550 | $446.28K | Q4 2025 | May 15, 2026 |
| 1015 Capital Partners, Llc | Buy | +18 | — | 18 | $1.06K | Q4 2025 | May 11, 2026 |
| Bravera Wealth | Buy | +48 | — | 48 | $2.84K | Q4 2025 | Apr 22, 2026 |
| Winthrop Partners - Wny, Llc | Buy | +16,311 | — | 16,311 | $964.14K | Q4 2025 | Mar 12, 2026 |
| Hsbc Holdings Plc | Buy | +108,615 | — | 108,615 | $6.43M | Q4 2025 | Mar 06, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +3,312 | — | 3,312 | $195.77K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +48 | — | 48 | $2.84K | Q4 2025 | Mar 04, 2026 |
| Tobam | Buy | +5,506 | — | 5,506 | $325.00K | Q4 2025 | Mar 02, 2026 |
| River Road Asset Management, Llc | Buy | +152,601 | — | 152,601 | $9.02M | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +170 | — | 170 | $10.05K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +1,790 | — | 1,790 | $105.81K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +64,990 | — | 64,990 | $2.93M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +4,332 | — | 4,332 | $256.08K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +589,759 | — | 589,759 | $34.86M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +101,869 | — | 101,869 | $5.99M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +55,211 | — | 55,211 | $3.26M | Q4 2025 | Feb 18, 2026 |
| Sierra Capital Llc | Buy | +35,865 | — | 35,865 | $2.12M | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +24,952 | — | 24,952 | $1.47M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +18,117 | — | 18,117 | $1.07M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +16,632 | — | 16,632 | $983.14K | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +16,213 | — | 16,213 | $972.97K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +6,805 | — | 6,805 | $402.25K | Q4 2025 | Feb 18, 2026 |
| Harris Associates L P | Buy | +15,198,269 | — | 15,198,269 | $898.37M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +8,340,531 | — | 8,340,531 | $493.01M | Q4 2025 | Feb 17, 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
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