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 |
|---|---|---|---|---|---|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
20,098
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2023
Added 198.32%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
20,000
shares
|
$1.14 Million
0.58% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
19,983
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
19,775
shares
|
$1.12 Million
0.18% of portfolio
|
Q1 2025
Added 69.38%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
19,466
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,458
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
19,426
shares
|
$1.1 Million
4.68% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
19,412
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
18,736
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.89%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
18,673
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
18,650
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
18,426
shares
|
$1.05 Million
0.58% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,198
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
18,192
shares
|
$1.03 Million
0.52% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
18,040
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 70.31%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
17,757
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,727
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
17,424
shares
|
$990,902
0.01% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
17,390
shares
|
$988,969
0.0% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
17,248
shares
|
$980,893
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
17,186
shares
|
$977,367
0.4% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
17,018
shares
|
$967,813
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2025 Q1 2025 |
17,000
shares
|
$966,790
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
16,880
shares
|
$959,965
0.01% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
16,848
shares
|
$958,145
0.03% of portfolio
|
Q1 2025
Added 49.26%
|