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 653 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
35,600
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
35,483
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
34,765
shares
|
$2.35 Million
1.56% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
34,163
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
32,976
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Aug 13, 2025 Q2 2025 |
31,869
shares
|
$2.15 Million
4.96% of portfolio
|
Q2 2025
Reduced 74.27%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
31,811
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
31,766
shares
|
$2.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
31,570
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,272
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
29,219
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
29,044
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
28,700
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2023
Added 2.5%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
28,505
shares
|
$1.93 Million
0.14% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
27,850
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
27,115
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 93.33%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
26,879
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
26,867
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
26,842
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
26,709
shares
|
$1.8 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
26,608
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,529
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
26,063
shares
|
$1.76 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
25,750
shares
|
$1.74 Million
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
24,872
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.8%
|