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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
873
shares
|
$41,816
0.0% of portfolio
|
Q1 2025
Added 14450.0%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
869
shares
|
$41,625
0.0% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
847
shares
|
$40,571
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
705
shares
|
$33,769
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
636
shares
|
$30,464
0.0% of portfolio
|
Q1 2025
Added 101.9%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
600
shares
|
$28,740
0.0% of portfolio
|
Q3 2022
Reduced 1.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
600
shares
|
$28,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
591
shares
|
$28,308
0.0% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
572
shares
|
$27,398
0.0% of portfolio
|
Q1 2025
Added 5100.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
568
shares
|
$27,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
533
shares
|
$25,530
0.0% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$23,950
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
500
shares
|
$23,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
486
shares
|
$23,279
0.0% of portfolio
|
Q1 2025
Added 97.56%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
455
shares
|
$21,794
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
439
shares
|
$21,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
408
shares
|
$19,543
0.01% of portfolio
|
Q1 2025
Added 74.36%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
390
shares
|
$18,681
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
386
shares
|
$18,489
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
342
shares
|
$16,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
317
shares
|
$15,184
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
306
shares
|
$14,657
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
300
shares
|
$14,370
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
300
shares
|
$14,370
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
297
shares
|
$14,226
0.0% of portfolio
|
Q1 2025
New holding
|