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 $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
882
shares
|
$50,159
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
873
shares
|
$49,647
0.0% of portfolio
|
Q1 2025
Added 14450.0%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
869
shares
|
$49,420
0.0% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
847
shares
|
$48,168
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
705
shares
|
$40,093
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
650
shares
|
$36,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
636
shares
|
$36,169
0.0% of portfolio
|
Q1 2025
Added 101.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
600
shares
|
$34,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
600
shares
|
$34,122
0.0% of portfolio
|
Q3 2022
Reduced 1.64%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
582
shares
|
$33,098
0.0% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
572
shares
|
$32,529
0.0% of portfolio
|
Q1 2025
Added 5100.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
568
shares
|
$32,302
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
533
shares
|
$30,311
0.0% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
500
shares
|
$28,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$28,435
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
455
shares
|
$25,875
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
439
shares
|
$24,965
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
426
shares
|
$24,226
0.0% of portfolio
|
Q2 2025
Reduced 27.92%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
408
shares
|
$23,202
0.01% of portfolio
|
Q1 2025
Added 74.36%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
393
shares
|
$22,349
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
390
shares
|
$22,179
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
342
shares
|
$19,449
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
317
shares
|
$18,027
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
306
shares
|
$17,402
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
300
shares
|
$17,061
0.0% of portfolio
|
Q1 2020
New holding
|