CG (The Carlyle Group) Institutional Ownership: 68.20% (As of Jul. 09, 2026)


CG The Carlyle Group Inc CG
63 GF Score
Price $44.16
GF Value $56.18
Valuation Modestly Undervalued
! 6 Warning Signs
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What is The Carlyle Group Institutional Ownership?

The Carlyle Group CG +2.58% 63 Institutional Ownership is 68.20% as of Jul. 09, 2026. GuruFocus rates CG with a GF Score™ of 63/100 and a GF Value™ of $56.18 (Modestly Undervalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, The Carlyle Group's institutional ownership is 68.20%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, The Carlyle Group's Insider Ownership is 33.61%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, The Carlyle Group's Float Percentage Of Total Shares Outstanding is 74.58%.

The Carlyle Group Institutional Ownership Historical Data

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The historical data trend for The Carlyle Group's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

The Carlyle Group Institutional Ownership Chart

The Carlyle Group Historical Data

The historical data trend for The Carlyle Group can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 46.87 46.51 46.26 47.64 47.12 46.62 44.11 44.81 44.45 44.66
CG
63GF Score
The Carlyle Group Inc CG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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The Carlyle Group Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 68.20% mean?
The Carlyle Group (CG) has a Institutional Ownership of 68.20% as of Jul. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on The Carlyle Group and its competitors.
Is The Carlyle Group's Institutional Ownership too high?
The Carlyle Group's current Institutional Ownership is 68.20%. Overall, The Carlyle Group has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Carlyle Group's Institutional Ownership compare to ARCC and CRBG?
The Carlyle Group's Institutional Ownership of 68.20% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on The Carlyle Group and its competitors. The Carlyle Group's current Institutional Ownership is 68.20%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Carlyle Group stock overvalued right now?
Based on GuruFocus' analysis, The Carlyle Group (CG) is currently considered Modestly Undervalued. The stock's GF Value™ is $56.18, compared to a current price of $44.16 — trading 21.4% below its estimated fair value. The current Institutional Ownership is 68.20%. The Carlyle Group's overall GF Score™ is 63/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For The Carlyle Group (CG), the current Institutional Ownership is 68.20% as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The Carlyle Group (CG) Overvalued in 2026?

Based on GuruFocus' analysis, The Carlyle Group stock appears to be undervalued. The current stock price of $44.16 is trading 21.4% below its estimated GF Value™ of $56.18. GuruFocus considers The Carlyle Group to be Modestly Undervalued.

Key valuation signals for CG:

  • Institutional Ownership: 68.20%
  • GF Value™: $56.18 vs. price of $44.16 (21.4% below fair value)
  • GF Score™: 63/100 with 6 warning signs

No single metric tells the full story. See the CG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

The Carlyle Group Business Description

Address 1001 Pennsylvania Avenue, NW, Washington, DC, USA, 20004-2505
Carlyle Group is one of the world's largest alternative-asset managers, with $476.9 billion in total AUM, including $336.8 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $163.6 billion in total AUM and $101.4 billion in fee-earning AUM), global credit ($211.3 billion/$169.5 billion), and investment/fund solutions, known as Carlyle AlphInvest ($101.0 billion/$65.9 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.
63GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$44.16
Price
$56.18
GF Value