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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,347
shares
|
$160,321
0.14% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
3,000
shares
|
$143,700
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,996
shares
|
$143,508
0.0% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,921
shares
|
$139,915
0.04% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
2,870
shares
|
$137,473
0.0% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,843
shares
|
$136,179
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,612
shares
|
$125,114
0.0% of portfolio
|
Q1 2025
Reduced 71.85%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,578
shares
|
$123,486
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,562
shares
|
$122,719
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
2,514
shares
|
$120,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,494
shares
|
$119,462
0.17% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,483
shares
|
$118,935
0.06% of portfolio
|
Q2 2022
Added 0.85%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,396
shares
|
$114,768
0.0% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,315
shares
|
$110,888
0.03% of portfolio
|
Q4 2024
Added 32.66%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,308
shares
|
$110,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
2,300
shares
|
$110,170
0.02% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,214
shares
|
$106,050
0.06% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,200
shares
|
$105,380
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,120
shares
|
$101,548
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$95,800
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,994
shares
|
$95,512
0.01% of portfolio
|
Q4 2022
Reduced 51.45%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,877
shares
|
$89,908
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,722
shares
|
$82,483
0.0% of portfolio
|
Q1 2025
Added 394.83%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
1,700
shares
|
$81,430
0.0% of portfolio
|
Q3 2024
Added 1600.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,605
shares
|
$76,879
0.01% of portfolio
|
Q4 2023
Added 1.39%
|