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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
7,527
shares
|
$508,599
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,422
shares
|
$501,504
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
7,397
shares
|
$499,815
0.04% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
7,348
shares
|
$496,504
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
7,345
shares
|
$496,301
0.04% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
7,309
shares
|
$493,869
0.0% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
7,278
shares
|
$491,774
0.0% of portfolio
|
Q2 2025
Reduced 84.91%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
7,270
shares
|
$491,233
0.1% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,189
shares
|
$485,760
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,155
shares
|
$483,463
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
7,131
shares
|
$481,841
0.03% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
7,109
shares
|
$480,355
0.01% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,057
shares
|
$476,841
0.05% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
7,029
shares
|
$474,949
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,007
shares
|
$473,462
0.07% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,969
shares
|
$470,895
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,913
shares
|
$467,111
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,849
shares
|
$462,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
6,735
shares
|
$455,083
0.0% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
6,726
shares
|
$454,475
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,626
shares
|
$447,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,552
shares
|
$442,718
0.03% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,540
shares
|
$441,907
0.01% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,482
shares
|
$437,988
0.02% of portfolio
|
Q2 2025
Reduced 92.64%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
6,415
shares
|
$433,461
0.0% of portfolio
|
Q3 2024
Added 32.6%
|