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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,918
shares
|
$331,372
0.0% of portfolio
|
Q1 2025
Reduced 34.61%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,913
shares
|
$331,132
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
6,849
shares
|
$328,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,843
shares
|
$327,779
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,832
shares
|
$327,252
0.04% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
6,609
shares
|
$316,571
0.01% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,588
shares
|
$315,565
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
6,552
shares
|
$313,840
0.03% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
6,415
shares
|
$307,278
0.0% of portfolio
|
Q3 2024
Added 32.6%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
6,365
shares
|
$304,883
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
6,345
shares
|
$303,925
0.0% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,256
shares
|
$299,662
0.02% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
6,150
shares
|
$294,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,112
shares
|
$292,764
0.01% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
6,050
shares
|
$289,795
0.05% of portfolio
|
Q4 2020
Reduced 24.84%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
6,000
shares
|
$287,400
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
5,950
shares
|
$285,005
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
5,820
shares
|
$278,778
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,783
shares
|
$277,005
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,700
shares
|
$273,030
0.09% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
5,666
shares
|
$271,401
0.02% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
5,635
shares
|
$269,916
0.01% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,573
shares
|
$266,946
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,540
shares
|
$265,366
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,365
shares
|
$256,983
0.01% of portfolio
|
Q1 2025
Added 8.67%
|