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 $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$502,833
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
10,579
shares
|
$494,145
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
10,510
shares
|
$490,922
0.04% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
10,469
shares
|
$489,006
0.25% of portfolio
|
Q1 2025
Added 61.83%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
10,443
shares
|
$487,792
0.0% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
10,232
shares
|
$477,936
0.01% of portfolio
|
Q1 2025
Reduced 18.25%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
10,223
shares
|
$477,516
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,069
shares
|
$470,322
0.01% of portfolio
|
Q1 2025
Added 2157.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,022
shares
|
$468,127
0.0% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,014
shares
|
$467,753
0.02% of portfolio
|
Q1 2025
Added 106.82%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$467,100
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,796
shares
|
$457,571
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
9,785
shares
|
$457,057
0.09% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,754
shares
|
$455,609
0.01% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
9,705
shares
|
$453,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
9,417
shares
|
$439,868
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
9,089
shares
|
$424,547
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
9,000
shares
|
$420,390
0.04% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
8,992
shares
|
$420,016
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
8,791
shares
|
$410,627
0.0% of portfolio
|
Q1 2025
Reduced 76.17%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
8,600
shares
|
$401,706
0.11% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
8,511
shares
|
$397,548
0.01% of portfolio
|
Q1 2025
Added 41.85%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,453
shares
|
$394,839
0.01% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
8,447
shares
|
$394,559
0.02% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,357
shares
|
$390,355
0.0% of portfolio
|
Q1 2025
New holding
|