Institutional Ownership Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
28,593
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
28,462
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
28,322
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
28,210
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 145.58%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
27,339
shares
|
$1.38 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
27,322
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
26,616
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.85%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
26,265
shares
|
$1.33 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
25,750
shares
|
$1.3 Million
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
25,427
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
25,393
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,315
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
25,100
shares
|
$1.27 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,746
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
24,611
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
24,445
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.48%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
24,425
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,400
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2022
Reduced 35.36%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,750
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,977
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,336
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
22,131
shares
|
$1.12 Million
0.53% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
21,870
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 104.55%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
21,474
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
21,457
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.95%
|