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 574 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,270
shares
|
$64,084
0.0% of portfolio
|
Q3 2024
Reduced 44.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,250
shares
|
$63,075
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,215
shares
|
$61,308
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,154
shares
|
$58,230
0.0% of portfolio
|
Q4 2022
Added 477.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,101
shares
|
$55,556
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,003
shares
|
$50,611
0.01% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,001
shares
|
$50,510
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,000
shares
|
$50,460
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$50,460
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
992
shares
|
$50,056
0.0% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
988
shares
|
$49,854
0.0% of portfolio
|
Q3 2024
Reduced 99.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
933
shares
|
$47,079
0.0% of portfolio
|
Q3 2024
Added 156.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
908
shares
|
$45,817
0.0% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
904
shares
|
$45,615
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
890
shares
|
$44,909
0.01% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
865
shares
|
$43,647
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
859
shares
|
$43,345
0.0% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
776
shares
|
$39,156
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
753
shares
|
$37,996
0.0% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
673
shares
|
$33,959
0.0% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
625
shares
|
$31,537
0.0% of portfolio
|
Q3 2024
Added 101.61%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
600
shares
|
$30,276
0.0% of portfolio
|
Q3 2022
Reduced 1.64%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
562
shares
|
$28,358
0.01% of portfolio
|
Q3 2024
Added 222.99%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
537
shares
|
$27,097
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
529
shares
|
$26,693
0.0% of portfolio
|
Q3 2024
Added 7.74%
|