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 |
|---|---|---|---|---|---|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
18,943
shares
|
$1.28 Million
1.08% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
18,909
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 88.83%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
18,374
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
18,275
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
18,240
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 40.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
18,168
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.48%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,727
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
17,678
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
17,647
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
17,596
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,555
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
17,409
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 43.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,201
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
17,193
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
17,111
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
16,848
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Added 49.26%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
16,508
shares
|
$1.12 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
16,417
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
16,359
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 136.47%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
16,226
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
16,212
shares
|
$1.1 Million
0.3% of portfolio
|
Q2 2025
Added 40.73%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,725
shares
|
$1.06 Million
0.57% of portfolio
|
Q2 2024
Reduced 24.13%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
15,720
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,658
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15,480
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 53.74%
|