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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
568
shares
|
$38,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
512
shares
|
$34,595
0.0% of portfolio
|
Q2 2025
Reduced 55.79%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
502
shares
|
$33,920
0.0% of portfolio
|
Q2 2025
Reduced 44.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
500
shares
|
$33,785
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
500
shares
|
$33,785
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
498
shares
|
$33,649
0.0% of portfolio
|
Q2 2025
Added 150.25%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
491
shares
|
$33,176
0.01% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
487
shares
|
$32,906
0.01% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
454
shares
|
$30,676
0.0% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
441
shares
|
$29,798
0.0% of portfolio
|
Q2 2025
Added 175.63%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
439
shares
|
$29,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
426
shares
|
$28,784
0.0% of portfolio
|
Q2 2025
Reduced 27.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
399
shares
|
$26,960
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
393
shares
|
$26,555
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
385
shares
|
$26,014
0.0% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
337
shares
|
$22,771
0.01% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$20,270
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
300
shares
|
$20,270
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
297
shares
|
$20,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
292
shares
|
$19,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
290
shares
|
$19,595
0.0% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
277
shares
|
$18,716
0.0% of portfolio
|
Q2 2025
Added 97.86%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
272
shares
|
$18,379
0.0% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
266
shares
|
$17,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
262
shares
|
$17,703
0.0% of portfolio
|
Q2 2025
Reduced 11.19%
|