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 574 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
163
shares
|
$8,224
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
160
shares
|
$8,073
0.0% of portfolio
|
Q2 2024
Added 128.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
140
shares
|
$7,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
136
shares
|
$6,862
0.0% of portfolio
|
Q3 2024
Reduced 99.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
131
shares
|
$6,610
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
131
shares
|
$6,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
129
shares
|
$6,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
127
shares
|
$6,408
0.0% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
123
shares
|
$6,206
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
121
shares
|
$6,105
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
112
shares
|
$5,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
108
shares
|
$5,449
0.0% of portfolio
|
Q3 2024
Added 68.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
107
shares
|
$5,399
0.0% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
103
shares
|
$5,197
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$5,046
0.0% of portfolio
|
Q3 2024
Added 170.27%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
96
shares
|
$4,844
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
96
shares
|
$4,844
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
80
shares
|
$4,036
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
76
shares
|
$3,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
72
shares
|
$3,633
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
65
shares
|
$3,279
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
61
shares
|
$3,078
0.0% of portfolio
|
Q3 2024
Reduced 28.24%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
55
shares
|
$2,775
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
52
shares
|
$2,623
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
49
shares
|
$2,472
0.0% of portfolio
|
Q2 2024
Reduced 83.67%
|