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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$675,699
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
9,916
shares
|
$670,024
0.0% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,780
shares
|
$660,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
9,777
shares
|
$660,631
0.0% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,754
shares
|
$659,077
0.01% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,453
shares
|
$638,739
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
9,427
shares
|
$636,982
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
9,238
shares
|
$624,211
0.02% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
9,012
shares
|
$608,940
0.05% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$608,129
0.04% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,801
shares
|
$594,683
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,719
shares
|
$589,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
8,600
shares
|
$581,101
0.12% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
8,310
shares
|
$561,506
0.0% of portfolio
|
Q2 2025
Reduced 96.65%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
8,283
shares
|
$559,682
0.0% of portfolio
|
Q2 2025
Reduced 66.87%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
8,200
shares
|
$554,074
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,042
shares
|
$543,397
0.03% of portfolio
|
Q2 2025
Added 28.38%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
8,026
shares
|
$542,316
0.01% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
7,999
shares
|
$540,492
0.18% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,996
shares
|
$540,289
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,908
shares
|
$534,343
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
7,720
shares
|
$521,640
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,625
shares
|
$515,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,592
shares
|
$512,991
0.0% of portfolio
|
Q3 2023
Reduced 7.27%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
7,560
shares
|
$510,829
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|