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 574 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,787
shares
|
$645,232
0.0% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
12,516
shares
|
$631,557
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
12,452
shares
|
$628,327
0.04% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,369
shares
|
$624,139
0.01% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
12,365
shares
|
$623,937
0.04% of portfolio
|
Q3 2024
Reduced 86.49%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
12,213
shares
|
$616,267
0.19% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
12,183
shares
|
$614,754
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
12,024
shares
|
$606,731
0.04% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,890
shares
|
$599,969
0.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
11,847
shares
|
$597,799
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
11,773
shares
|
$594,065
0.11% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,753
shares
|
$593,056
0.01% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,459
shares
|
$578,221
0.0% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,369
shares
|
$573,679
0.04% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
11,244
shares
|
$567,372
0.08% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
11,180
shares
|
$564,142
0.04% of portfolio
|
Q1 2024
Reduced 34.92%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
11,005
shares
|
$555,312
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,950
shares
|
$552,537
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
10,900
shares
|
$550,014
0.24% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,800
shares
|
$544,968
0.01% of portfolio
|
Q1 2024
Reduced 89.67%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$544,968
0.07% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$543,201
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
10,622
shares
|
$535,986
0.0% of portfolio
|
Q3 2024
Added 68.5%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
10,566
shares
|
$533,160
0.02% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$504,600
0.08% of portfolio
|
Q1 2023
New holding
|