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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
5,136
shares
|
$347,039
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
5,120
shares
|
$345,958
0.18% of portfolio
|
Q1 2024
Reduced 24.48%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
5,033
shares
|
$340,079
0.15% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,025
shares
|
$339,539
0.02% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,015
shares
|
$338,863
0.1% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,013
shares
|
$338,728
0.2% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,000
shares
|
$337,849
0.02% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
4,909
shares
|
$331,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,835
shares
|
$326,700
0.0% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,749
shares
|
$320,889
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,744
shares
|
$320,552
0.01% of portfolio
|
Q1 2020
Reduced 95.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,725
shares
|
$319,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,686
shares
|
$316,633
0.09% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
4,679
shares
|
$316,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
4,564
shares
|
$308,389
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
4,543
shares
|
$306,970
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,528
shares
|
$305,956
0.01% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
4,528
shares
|
$305,956
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$304,064
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
4,486
shares
|
$303,119
0.0% of portfolio
|
Q2 2025
Reduced 74.74%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
4,465
shares
|
$301,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,458
shares
|
$301,227
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,452
shares
|
$300,821
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,431
shares
|
$299,402
0.04% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,419
shares
|
$298,591
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|