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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,520
shares
|
$102,706
0.01% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$94,597
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
1,382
shares
|
$93,381
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,331
shares
|
$89,935
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,255
shares
|
$84,800
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,154
shares
|
$77,975
0.0% of portfolio
|
Q4 2022
Added 477.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,150
shares
|
$77,705
0.0% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1,117
shares
|
$75,475
0.04% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,101
shares
|
$74,394
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,062
shares
|
$71,759
0.01% of portfolio
|
Q2 2025
Added 260.17%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
1,003
shares
|
$67,772
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,001
shares
|
$67,637
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
897
shares
|
$60,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
882
shares
|
$59,596
0.0% of portfolio
|
Q2 2025
Reduced 32.15%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
865
shares
|
$58,448
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
847
shares
|
$57,231
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
799
shares
|
$53,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
737
shares
|
$49,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
705
shares
|
$47,636
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
680
shares
|
$45,947
0.0% of portfolio
|
Q2 2025
Reduced 39.66%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
667
shares
|
$45,069
0.0% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
665
shares
|
$44,934
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
600
shares
|
$40,541
0.0% of portfolio
|
Q3 2022
Reduced 1.64%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
590
shares
|
$39,866
0.0% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
582
shares
|
$39,325
0.0% of portfolio
|
Q2 2025
Added 19.75%
|