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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
8,200
shares
|
$392,780
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
8,059
shares
|
$386,026
0.02% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
8,031
shares
|
$384,684
0.03% of portfolio
|
Q4 2023
Added 14.22%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
7,999
shares
|
$383,152
0.18% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
7,989
shares
|
$382,673
0.0% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,955
shares
|
$381,044
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
7,947
shares
|
$380,661
0.0% of portfolio
|
Q1 2025
Reduced 54.35%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
7,815
shares
|
$374,338
0.28% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
7,745
shares
|
$370,985
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
7,720
shares
|
$369,788
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
7,628
shares
|
$365,381
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
7,615
shares
|
$364,758
0.09% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,592
shares
|
$363,656
0.0% of portfolio
|
Q3 2023
Reduced 7.27%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
7,526
shares
|
$360,495
0.24% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,515
shares
|
$359,968
0.16% of portfolio
|
Q1 2025
Reduced 36.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,429
shares
|
$355,849
0.0% of portfolio
|
Q1 2025
Added 74.27%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
7,426
shares
|
$355,705
0.1% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,410
shares
|
$354,939
0.0% of portfolio
|
Q1 2025
Reduced 32.36%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,384
shares
|
$353,693
0.01% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,194
shares
|
$344,592
0.0% of portfolio
|
Q1 2025
Reduced 42.87%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
7,130
shares
|
$341,527
0.04% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
7,109
shares
|
$340,521
0.01% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,057
shares
|
$338,030
0.05% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
7,029
shares
|
$336,689
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,969
shares
|
$333,815
0.0% of portfolio
|
Q3 2023
New holding
|