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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$202,709
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,843
shares
|
$192,101
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,562
shares
|
$173,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,562
shares
|
$173,114
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,494
shares
|
$168,519
0.17% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,483
shares
|
$167,776
0.06% of portfolio
|
Q2 2022
Added 0.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,381
shares
|
$160,884
0.0% of portfolio
|
Q2 2025
Added 95.65%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,231
shares
|
$150,748
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,120
shares
|
$143,248
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
2,100
shares
|
$141,897
0.02% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,098
shares
|
$141,761
0.03% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
2,045
shares
|
$138,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$135,140
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,994
shares
|
$134,734
0.01% of portfolio
|
Q4 2022
Reduced 51.45%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,937
shares
|
$130,883
0.01% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,877
shares
|
$126,828
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,800
shares
|
$121,625
0.04% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,787
shares
|
$120,747
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,703
shares
|
$115,071
0.0% of portfolio
|
Q2 2025
Added 2560.94%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,700
shares
|
$114,868
0.0% of portfolio
|
Q3 2024
Added 1600.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,687
shares
|
$113,990
0.0% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,664
shares
|
$112,436
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,605
shares
|
$108,449
0.01% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,560
shares
|
$105,409
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,554
shares
|
$105,003
0.0% of portfolio
|
Q2 2025
Added 31.92%
|