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 |
|---|---|---|---|---|---|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
11,721
shares
|
$791,987
0.02% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,678
shares
|
$789,082
0.01% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
11,673
shares
|
$788,744
0.04% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
11,625
shares
|
$785,501
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
11,544
shares
|
$780,028
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
11,457
shares
|
$774,149
0.09% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,278
shares
|
$762,054
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
11,262
shares
|
$760,973
0.0% of portfolio
|
Q2 2025
Added 51.6%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
11,223
shares
|
$758,338
0.35% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
11,171
shares
|
$754,824
0.27% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,029
shares
|
$745,229
0.03% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
11,005
shares
|
$743,607
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$743,269
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,915
shares
|
$737,526
0.06% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
10,835
shares
|
$732,120
0.1% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,800
shares
|
$729,755
0.01% of portfolio
|
Q1 2024
Reduced 89.67%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
10,800
shares
|
$729,755
0.08% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$727,391
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,703
shares
|
$723,201
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
10,625
shares
|
$717,931
0.06% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
10,578
shares
|
$714,755
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
10,513
shares
|
$710,363
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
10,469
shares
|
$707,390
0.28% of portfolio
|
Q1 2025
Added 61.83%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
10,077
shares
|
$680,902
0.01% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
10,012
shares
|
$676,510
0.07% of portfolio
|
Q2 2025
Reduced 2.06%
|