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 |
|---|---|---|---|---|---|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
4,415
shares
|
$298,321
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,406
shares
|
$297,713
0.08% of portfolio
|
Q1 2025
Added 72.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,403
shares
|
$297,510
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,361
shares
|
$294,672
0.01% of portfolio
|
Q2 2025
Reduced 62.18%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
4,250
shares
|
$287,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,246
shares
|
$286,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
4,243
shares
|
$286,699
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,242
shares
|
$286,631
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Aug 11, 2025 Q2 2025 |
4,235
shares
|
$286,158
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,163
shares
|
$281,293
0.0% of portfolio
|
Q2 2025
Added 300.29%
|
|
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
Aug 14, 2025 Q2 2025 |
4,093
shares
|
$276,564
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,008
shares
|
$270,820
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
4,000
shares
|
$270,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$270,280
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,969
shares
|
$268,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,949
shares
|
$266,833
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
3,946
shares
|
$266,631
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
3,828
shares
|
$258,657
0.0% of portfolio
|
Q2 2025
Added 340.51%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,792
shares
|
$256,225
0.0% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,698
shares
|
$249,873
0.0% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,528
shares
|
$238,386
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,356
shares
|
$226,764
0.17% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,287
shares
|
$222,102
0.01% of portfolio
|
Q2 2025
Added 37.19%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
3,155
shares
|
$213,183
0.01% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
3,086
shares
|
$208,521
0.23% of portfolio
|
Q2 2025
Reduced 12.87%
|