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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
24,699
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
24,470
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,400
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2022
Reduced 35.36%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
24,268
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
24,025
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
23,950
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
23,721
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
23,605
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
22,846
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,842
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
22,737
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,638
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 97.99%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
20,815
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2025
Added 176.98%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
20,726
shares
|
$1.4 Million
0.73% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
20,570
shares
|
$1.39 Million
0.34% of portfolio
|
Q2 2025
Added 118.43%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
20,098
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2023
Added 198.32%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
20,000
shares
|
$1.35 Million
0.58% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,976
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
19,891
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
19,780
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,412
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
19,245
shares
|
$1.3 Million
0.57% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
19,179
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
19,173
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Smh Capital Advisors Inc
|
Aug 06, 2025 Q2 2025 |
19,052
shares
|
$1.29 Million
5.16% of portfolio
|
Q2 2025
Reduced 1.93%
|