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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
12,172
shares
|
$692,221
0.01% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
12,126
shares
|
$689,605
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
12,037
shares
|
$684,544
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
11,973
shares
|
$680,904
0.0% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
11,862
shares
|
$674,591
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
11,773
shares
|
$669,530
0.05% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,753
shares
|
$668,393
0.01% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,678
shares
|
$664,127
0.01% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
11,544
shares
|
$656,507
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
11,531
shares
|
$655,767
0.02% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
11,520
shares
|
$655,142
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
11,461
shares
|
$651,787
0.04% of portfolio
|
Q1 2025
Added 46.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,303
shares
|
$642,801
0.01% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
11,303
shares
|
$642,801
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
11,229
shares
|
$638,593
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
11,190
shares
|
$636,375
0.06% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
11,163
shares
|
$634,839
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
11,005
shares
|
$625,854
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
11,000
shares
|
$625,570
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,956
shares
|
$623,067
0.02% of portfolio
|
Q1 2025
Added 101.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,804
shares
|
$614,423
0.02% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,800
shares
|
$614,196
0.01% of portfolio
|
Q1 2024
Reduced 89.67%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
10,800
shares
|
$614,196
0.07% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$612,205
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
10,579
shares
|
$601,627
0.0% of portfolio
|
Q1 2025
Added 0.92%
|