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 599 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
27,336
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
27,272
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
27,122
shares
|
$1.54 Million
0.43% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
26,842
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,818
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
26,063
shares
|
$1.48 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
25,750
shares
|
$1.46 Million
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
25,683
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
25,129
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 55.29%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
25,000
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 77.77%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
25,000
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
24,848
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
24,720
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
24,699
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,400
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2022
Reduced 35.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
23,820
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
23,707
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 36.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
23,567
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,638
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 97.99%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
21,453
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
20,829
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,728
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
20,530
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
20,332
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 46.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
20,148
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Added 4.61%
|