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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
16,696
shares
|
$949,501
0.01% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
16,539
shares
|
$940,572
0.04% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
16,136
shares
|
$917,654
0.01% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
15,953
shares
|
$907,247
0.02% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,756
shares
|
$896,043
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,725
shares
|
$894,280
0.57% of portfolio
|
Q2 2024
Reduced 24.13%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
15,720
shares
|
$893,996
0.05% of portfolio
|
Q3 2022
Reduced 1.13%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
15,407
shares
|
$876,196
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,160
shares
|
$862,149
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
15,093
shares
|
$858,338
0.73% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
15,006
shares
|
$853,391
0.08% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,000
shares
|
$853,050
0.03% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
14,598
shares
|
$830,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,087
shares
|
$801,127
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
14,075
shares
|
$800,445
0.0% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,025
shares
|
$797,601
0.0% of portfolio
|
Q1 2025
Added 99.39%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,744
shares
|
$781,621
0.02% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
13,314
shares
|
$757,167
0.0% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
13,225
shares
|
$752,105
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
13,177
shares
|
$749,375
0.1% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
13,004
shares
|
$739,537
0.02% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
13,000
shares
|
$739,310
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
12,994
shares
|
$738,968
0.0% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
12,565
shares
|
$714,571
0.35% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,332
shares
|
$701,320
0.02% of portfolio
|
Q4 2024
Reduced 4.14%
|