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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,591
shares
|
$76,208
0.0% of portfolio
|
Q1 2025
Added 76.58%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,547
shares
|
$74,101
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,504
shares
|
$72,041
0.01% of portfolio
|
Q1 2025
Reduced 61.59%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,441
shares
|
$69,023
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,403
shares
|
$67,203
0.0% of portfolio
|
Q4 2024
Added 54.52%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
1,382
shares
|
$66,197
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,300
shares
|
$62,270
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,230
shares
|
$58,917
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,217
shares
|
$58,294
0.0% of portfolio
|
Q1 2025
Added 247.71%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,215
shares
|
$58,198
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,178
shares
|
$56,426
0.0% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,158
shares
|
$55,468
0.0% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,157
shares
|
$55,420
0.01% of portfolio
|
Q1 2025
Added 111.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,154
shares
|
$55,276
0.0% of portfolio
|
Q4 2022
Added 477.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,127
shares
|
$53,983
0.0% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,101
shares
|
$52,737
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,095
shares
|
$52,450
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,062
shares
|
$50,869
0.01% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,040
shares
|
$49,816
0.0% of portfolio
|
Q1 2025
Added 107.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1,029
shares
|
$49,289
0.04% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,001
shares
|
$47,947
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
973
shares
|
$46,606
0.0% of portfolio
|
Q1 2025
Added 117.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
951
shares
|
$45,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
900
shares
|
$43,110
0.0% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
882
shares
|
$42,247
0.01% of portfolio
|
Q1 2025
Added 1.97%
|