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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$16,892
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
250
shares
|
$16,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
239
shares
|
$16,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
237
shares
|
$16,014
0.0% of portfolio
|
Q2 2025
Reduced 47.91%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
211
shares
|
$14,257
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
203
shares
|
$13,716
0.0% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
200
shares
|
$13,513
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
200
shares
|
$13,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
199
shares
|
$13,446
0.0% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
182
shares
|
$12,297
0.0% of portfolio
|
Q2 2025
Reduced 93.77%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
171
shares
|
$11,554
0.0% of portfolio
|
Q2 2025
Added 23.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
170
shares
|
$11,486
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
170
shares
|
$11,486
0.0% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
131
shares
|
$8,851
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
125
shares
|
$8,446
0.0% of portfolio
|
Q4 2024
Reduced 94.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
121
shares
|
$8,175
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
120
shares
|
$8,108
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
116
shares
|
$7,838
0.0% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
105
shares
|
$7,094
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
104
shares
|
$7,027
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
103
shares
|
$6,959
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
102
shares
|
$6,892
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
90
shares
|
$6,081
0.0% of portfolio
|
Q2 2025
Reduced 96.86%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
79
shares
|
$5,338
0.0% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
79
shares
|
$5,338
0.0% of portfolio
|
Q4 2024
New holding
|