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 |
|---|---|---|---|---|---|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
15,407
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
15,355
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
15,022
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 73.18%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,000
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
14,707
shares
|
$993,751
0.14% of portfolio
|
Q2 2025
Added 61.81%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
14,560
shares
|
$983,819
0.13% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
14,148
shares
|
$955,980
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
14,075
shares
|
$951,047
0.0% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
13,724
shares
|
$927,330
0.0% of portfolio
|
Q2 2025
Reduced 26.75%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
13,663
shares
|
$923,208
0.05% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
13,186
shares
|
$890,978
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
13,004
shares
|
$878,680
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
13,000
shares
|
$878,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
12,985
shares
|
$877,396
0.08% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
12,941
shares
|
$874,423
0.01% of portfolio
|
Q2 2025
Reduced 93.28%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
12,731
shares
|
$860,233
0.0% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
12,711
shares
|
$858,882
0.01% of portfolio
|
Q2 2025
Added 24.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
12,682
shares
|
$856,922
0.01% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
12,549
shares
|
$847,935
0.0% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Guinness Asset Management LTD
London, X0 |
Aug 01, 2025 Q2 2025 |
12,417
shares
|
$839,016
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
12,174
shares
|
$822,597
0.22% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
12,173
shares
|
$822,529
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
12,036
shares
|
$813,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
11,775
shares
|
$795,636
0.01% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,753
shares
|
$794,150
0.01% of portfolio
|
Q2 2024
Reduced 7.3%
|