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 719 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 $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
12,516
shares
|
$667,478
0.26% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
12,513
shares
|
$667,318
0.05% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
12,250
shares
|
$653,292
0.0% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,245
shares
|
$653,025
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
12,201
shares
|
$650,679
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
12,173
shares
|
$649,186
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
11,935
shares
|
$636,493
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,916
shares
|
$635,480
0.01% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,753
shares
|
$626,787
0.01% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
11,703
shares
|
$624,120
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,678
shares
|
$622,787
0.01% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,598
shares
|
$618,521
0.01% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
11,591
shares
|
$618,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
11,469
shares
|
$611,641
0.11% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,371
shares
|
$606,415
0.0% of portfolio
|
Q3 2025
Reduced 25.98%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
11,257
shares
|
$600,335
0.02% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,228
shares
|
$598,789
0.01% of portfolio
|
Q3 2025
Added 108.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
11,079
shares
|
$590,843
0.05% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,076
shares
|
$590,683
0.0% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
11,023
shares
|
$587,856
0.01% of portfolio
|
Q3 2025
Added 93.08%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
11,005
shares
|
$586,896
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$586,630
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
10,949
shares
|
$583,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
10,859
shares
|
$579,110
0.0% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,800
shares
|
$575,964
0.01% of portfolio
|
Q1 2024
Reduced 89.67%
|
|