Position in CG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,482,184
-$20,021,838 QoQ
Shares Held
1,270,059
-16.4% QoQ
Ownership
0.356%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#30
of 579 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beutel, Goodman & Co Ltd. holds $1,032,766,222 across 8 Asset Management names. CG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
6,186,707 | $263,491,851 | |
| 2 | AMP |
Ameriprise Financial Inc
|
555,992 | $255,066,889 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,579,477 | $205,389,543 | |
| 4 | SEIC |
Sei Investments Co
|
1,494,684 | $131,098,733 | |
| 5 | BLK |
BlackRock, Inc.
|
126,149 | $121,299,832 | |
| 6 | CG |
Carlyle Group Inc.
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|
1,270,059 | $53,482,184 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
92,500 | $1,745,475 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
39,500 | $1,191,715 |
All Filings in CG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,482,184 | 1,270,059 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $73,504,022 | 1,518,992 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $143,940,948 | 2,435,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $164,412,692 | 2,622,212 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,461,782 | 2,771,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $124,370,944 | 2,853,199 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $143,445,725 | 2,841,072 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $184,623,797 | 4,287,594 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $173,955,054 | 4,332,629 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $202,501,979 | 4,316,819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $175,769,854 | 4,319,731 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $130,753,281 | 4,335,321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $138,522,771 | 4,335,611 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $131,798,761 | 4,243,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,692,320 | 4,145,185 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $106,404,468 | 4,117,820 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||