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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
5,290
shares
|
$253,391
0.04% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,263
shares
|
$252,097
0.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,225
shares
|
$250,277
0.03% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
5,224
shares
|
$250,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
5,185
shares
|
$248,361
0.0% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,171
shares
|
$247,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
5,171
shares
|
$247,690
0.0% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,147
shares
|
$246,541
0.01% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
5,144
shares
|
$246,397
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,123
shares
|
$245,391
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,120
shares
|
$245,248
0.18% of portfolio
|
Q1 2024
Reduced 24.48%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,015
shares
|
$240,218
0.1% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
5,000
shares
|
$239,500
0.02% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,786
shares
|
$229,249
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
4,778
shares
|
$228,866
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,744
shares
|
$227,237
0.01% of portfolio
|
Q1 2020
Reduced 95.15%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,677
shares
|
$224,028
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,659
shares
|
$223,166
0.12% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,620
shares
|
$221,298
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
4,564
shares
|
$218,615
0.01% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
4,406
shares
|
$211,047
0.08% of portfolio
|
Q1 2025
Added 72.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
4,008
shares
|
$191,983
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
3,800
shares
|
$182,020
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
3,542
shares
|
$169,661
0.24% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,445
shares
|
$165,015
0.0% of portfolio
|
Q1 2025
Reduced 29.23%
|