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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+14—14$828.00Q4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-9,990-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-34,825-67.5%16,742$989.62KQ4 2025Aug 18, 2026
Arete Wealth Advisors, LlcBuy+15,131—15,131$894.41KQ4 2025Aug 11, 2026
Flatrock Wealth Partners LlcBuy+4,548—4,548$220.08KQ4 2025May 26, 2026
Storebrand Asset Management AsBuy+1,978+17.1%13,572$802.24KQ4 2025May 20, 2026
Independent Financial Group, LlcBuy+7,550—7,550$446.28KQ4 2025May 15, 2026
1015 Capital Partners, LlcBuy+18—18$1.06KQ4 2025May 11, 2026
Bravera WealthBuy+48—48$2.84KQ4 2025Apr 22, 2026
Winthrop Partners - Wny, LlcBuy+16,311—16,311$964.14KQ4 2025Mar 12, 2026
Hsbc Holdings PlcBuy+108,615—108,615$6.43MQ4 2025Mar 06, 2026
Gunpowder Capital Management, Llc Dba Oliver Wealth ManagementBuy+3,312—3,312$195.77KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+48—48$2.84KQ4 2025Mar 04, 2026
TobamBuy+5,506—5,506$325.00KQ4 2025Mar 02, 2026
River Road Asset Management, LlcBuy+152,601—152,601$9.02MQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+170—170$10.05KQ4 2025Feb 24, 2026
Sunbelt Securities, Inc.Buy+1,790—1,790$105.81KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+64,990—64,990$2.93MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+4,332—4,332$256.08KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+589,759—589,759$34.86MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+101,869—101,869$5.99MQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+55,211—55,211$3.26MQ4 2025Feb 18, 2026
Sierra Capital LlcBuy+35,865—35,865$2.12MQ4 2025Feb 18, 2026
Onyx Bridge Wealth Group LlcBuy+24,952—24,952$1.47MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+18,117—18,117$1.07MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+16,632—16,632$983.14KQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+16,213—16,213$972.97KQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+6,805—6,805$402.25KQ4 2025Feb 18, 2026
Harris Associates L PBuy+15,198,269—15,198,269$898.37MQ4 2025Feb 17, 2026
Millennium Management LlcBuy+8,340,531—8,340,531$493.01MQ4 2025Feb 17, 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.

CG Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet