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CG Institutional Ownership & 13F Holders | SmartMoneyDB

CGCARLYLE GROUP INC

COM · CUSIP 14316J108

Smart Money Ownership

Of the 15 tracked institutions holding CG, 8 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.0pt. It's a gauge of who owns the name, not just how many.

$399.4M · 0.2% of book

+4.0pt

PRICE T ROWE ASSOCIATES INC /MD/

$11.4M

+2.7pt

CG (CARLYLE GROUP INC) Institutional Ownership Summary

Among the 15 tracked institutional investors we monitor, CG (CARLYLE GROUP INC) is held with a combined value of $5.03B across 98,119,020 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.56B (0.02% of their portfolio). 4 funds opened new positions in the most recent quarter. 8 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$5.03B

Total Shares Held

98,119,020

Institutional Holders

% of Shares Outstanding

27.3%

of 359.97M shares · SEC 2026-05-05

Days to Cover

6.4-4.7%

16.19M shares short · FINRA 2026-07-15

Tracked 13F institutions hold 27.3% of CG's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-05-05), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

HARRIS ASSOCIATES L P+9% shares~$66.9M FMR LLC+57% shares~$64.7M VANGUARD GROUP INC+4% shares~$55.6M BlackRock, Inc.+1% shares~$16.3M SOROS FUND MANAGEMENT LLCNew position~$11.9M

13F Institutional Holders

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HARRIS ASSOCIATES L P

MILLENNIUM MANAGEMENT LLC

AQR CAPITAL MANAGEMENT LLC

0.01% of book+66.8%

$13.61M

SOROS FUND MANAGEMENT LLC

0.13% of bookNew

$11.85M

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+11.5%

$11.45M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.56B	26,368,246	0.02%	+3.7%
2	BlackRock, Inc.	$1.50B	31,024,445	0.03%	+1.1%
3	HARRIS ASSOCIATES L P	$802.50M	16,583,907	1.07%	+9.1%
4	STATE STREET CORP	$468.46M	9,680,870	0.02%	+1.4%
5	MILLENNIUM MANAGEMENT LLC	$399.37M	8,253,055	0.17%	-10.7%
6	FMR LLC	$179.27M	3,704,590	0.01%	+56.5%
7	MARKEL GROUP INC.	$64.21M	1,327,000	0.54%	-
8	AQR CAPITAL MANAGEMENT LLC	$13.61M	281,176	0.01%	+66.8%
9	SOROS FUND MANAGEMENT LLC	$11.85M	244,985	0.13%	New
10	PRICE T ROWE ASSOCIATES INC /MD/	$11.45M	236,549	0.00%	+11.5%

Congress Trading

2 members · 5 disclosed trades in CG

Member	Type	Amount	Date
Jefferson Shreve	Sell	$50,001 - $100,000	May 12, 2025
Jefferson Shreve	Sell	$15,001 - $50,000	Apr 17, 2025
Jefferson Shreve	Buy	$50,001 - $100,000	Apr 7, 2025
Jefferson Shreve	Sell	$15,001 - $50,000

Frequently Asked Questions

Which institutional investors own the most CG stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of CG with a position worth $1.56B, representing 0.02% of their portfolio. In total, 15 institutional investors hold CG with a combined value of $5.03B.

Are hedge funds buying or selling CG?

In the most recent quarter, 4 funds opened a new position in CG. Additionally, 8 increased their holdings and 1 reduced their positions.

What percentage of CG is owned by institutional investors?

Institutional investors hold $5.03B worth of CG stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $1.56B in holdings.

What is a 13F filing and why does it matter for CG?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CG institutional moves

Get notified when hedge funds change their CG positions.