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 |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
300
shares
|
$17,061
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
297
shares
|
$16,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
295
shares
|
$16,776
0.0% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
266
shares
|
$15,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$14,217
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
219
shares
|
$12,454
0.0% of portfolio
|
Q1 2025
Reduced 59.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
213
shares
|
$12,113
0.0% of portfolio
|
Q1 2025
Added 29.09%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
204
shares
|
$11,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
200
shares
|
$11,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
200
shares
|
$11,374
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
199
shares
|
$11,317
0.0% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
184
shares
|
$10,464
0.0% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
161
shares
|
$9,156
0.0% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
160
shares
|
$9,099
0.0% of portfolio
|
Q1 2025
Reduced 71.68%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
149
shares
|
$8,473
0.0% of portfolio
|
Q1 2025
Added 86.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
140
shares
|
$7,961
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
138
shares
|
$7,848
0.0% of portfolio
|
Q1 2025
Added 263.16%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
131
shares
|
$7,449
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
129
shares
|
$7,336
0.0% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
126
shares
|
$7,165
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
125
shares
|
$7,108
0.0% of portfolio
|
Q1 2025
Reduced 81.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
125
shares
|
$7,108
0.0% of portfolio
|
Q4 2024
Reduced 94.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
121
shares
|
$6,881
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
120
shares
|
$6,824
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
117
shares
|
$6,653
0.0% of portfolio
|
Q1 2025
New holding
|